Yields and crude took a breather, tech staged a comeback, and now we hold our breath for Nvidia

GainStreet Daily Brief · Tuesday, August 25, 2026

AI-generated research · published by Today is Tomorrow LLC · how we use AI · not financial advice

Morning brief: Tech caught a bid, Micron stumbled on China chip news, and the entire AI trade holds its breath for Nvidia's reckoning tomorrow

Published Aug 25, 2026, 8:01 AM EDT

U.S. futures ticked higher as tech stocks recovered ahead of Nvidia earnings and PCE inflation data, shrugging off new Iranian trade sanctions.

AAOI fell 13.77% after filing a $600 million equity offering program, sparking severe share dilution concerns after a massive year-to-date run.

Micron fell 5.83% on reports that Washington will allow Apple to buy memory chips from Chinese competitors ChangXin and Yangtze Memory.

Celsius surged 5.01% as fresh institutional disclosures and activist turnaround buzz fueled an ongoing rebound from its post-earnings lows.

Watch Nvidia's Q2 report tomorrow after the close, where Blackwell pricing and Q3 guidance will determine if the AI trade can regain momentum.

Posture: With Fear & Greed at 55 (Neutral) ahead of NVDA earnings and PCE data, we maintain a balanced posture awaiting key tech catalysts.

Tickers in focus: NVDA, MU

Published Aug 25, 2026, 8:01 PM EDT

Falling crude prices and declining bond yields relieved market pressure, driving a tech-led recovery across major indexes today.

OKLO surged 11.54% as ongoing momentum from DOE reactor startup authorization and nuclear energy optimism fueled aggressive buying.

HOOD rallied 8.17% following price target hikes to $123 from Goldman Sachs and Needham alongside crypto trading volume momentum.

AMD popped 4.91% after Raymond James upgraded shares to Strong Buy with a $641 target, highlighting AI server CPU leadership.

All eyes turn to Nvidia reporting after tomorrow's close, where guidance and AI demand commentary will dictate broader market direction.

Posture: With Greed at 59, we adopt a Moderately Aggressive posture, leaning into quality mega-caps ahead of key catalyst events.

Tickers in focus: NVDA, AMD

Aug 25, 2026 · ANET — Stage change Holding → Take Profit @ $191
Four percent from our value — the position the robot opened on Sunday has already done its job. Flagged to book it; the networking story can earn a re-entry at a real discount.
Aug 25, 2026 · RDDT — Stage change Buy Zone → Holding @ $162
The S&P-inclusion pop is back — +6% today and now just 9% from our value. The 61%-growth thesis holds, but the discount is gone: holding, not adding.