Stocks stumble, Nvidia bankrolls OpenAI, and iPhone sales surprise

Business and inflation data for the stock market were Topsy-TURVY, including NVIDIA's $ 100 billion investment agreement with Openai and the signals of the new iPhone demand that is stronger than expected. S&P 500 and Nasdaq closed at record levels on Monday, but moved to three session loss lines. The market received support on Friday in a sequential consumer inflation report. In the end, it was not enough to turn the weekly performance positively. For the week, S&P 500 and Nasdaq have lost a slightly over 1% and 1% respectively. Only two process days of September, S&P 500 and Nasdaq were watching for a fifth flat gain and a second quarter gain. SSPX YTD Mountain S&P 500 (SPX) This week, the year -year performance investors remained fixed to economic data. On Thursday, it brought a strong upward revision in the gross domestic product for a big, unexpected decline in weekly unemployed claims and for the second quarter. As a result, investors have probably worried that better economic growth could give the Federal Reserve to further reduce interest rates to further reducing interest rates. Central bankers reduced a quarter of points at the beginning of the month. Buyers, August Basic Personal Consumption Expenditures Price Index matching estimates after the increase in last year returned to the market on Friday. The core PCE is an indicator of inflation preferred by the FED, except for food and energy prices. When everything was said and made, the market was still pricing at another half point by the end of the year. Club Stocks Nvidia, Costco, Boeing and Apple were all in the news. The Nvidia shares, which started the week, broke a high record on Monday after the chipset announced an investment of $ 100 billion in Openai to help the manufacturer to create artificial intelligence data centers at the beginning. NVIDIA CEO Jensen Huang, Openai CEO Sam Altman and Openai President Greg Brockman broke the news in a CNBC interview. Huang said that the benefits of management in previous public financial projections were not disclosed. "This is an additive to everything we've ever talked about." This also means that analysts need to update their earnings views for NVIDIA for 2026. "In case everyone has doubts, AI trade is just starting," Portfolio Analyst Zev Fima for the club is just starting. " "We have always seen plenty of runways in the construction of AI data centers and the role of all Nvidia's chips at the center of the chips. However, the scale of the opportunity described in this partnership is incredible." This is not only too big for Nvidia, but also useful for the club Holding Ge Vernova and Eaton. This is due to the winners of increasing energy demand to support the construction of AI infrastructure. In case: Ge Vernova and Eaton shares increased in news on Monday. But the rally gushed and then closed the week lower. Nvidia increased less than 1% during the week. Boeing had a great Friday and a great week. The stock first reported that on Tuesday, the company and China were in the final stages of negotiations for ordering a large Boeing jets. Since the first period of Trump, Boeing and the second largest economy in the world would do business together. FAA, after explaining that Boeing will relax some restrictions on flights, the stock again on Friday on Friday - more than 3.5% in a session. BA YTD Mountain Boeing (BA) Delivery Performance Club from the Year: Boeing Stock- 25% increase-may rise further. Because Boeing will continue to benefit from the trade policies of the Trump administration. US trade partners continue to make agreements including the big orders of Boeing aircraft. Japan, Cambodia, Malaysia and Indonesia are among those who have already done this. This is an important reason for the club to start a position in Boeing at the beginning of this month. "This is what we expect," said Faa News. "That's why we bought it when we did the stock." The club has 1 degree 1 degree and a price target of 275 dollars in Boeing. This emphasizes almost 24% of the closing of Friday. Costco shares decreased by approximately 3% on Friday after the collective retailer's three -month earning report on Thursday evening and approximately 4% for weeks. The company met the expectations of earnings and income, but it was not enough to influence investors. The same store examined has focused on the share of sales growth and membership renewal rates. JPMorgan, Evercore Heat, Truist and Morgan Stanley were still very optimistic, while lowered the price targets in Costco shortly after being released. Cost YTD Mountain Costco Wholesale (Cost) Year Facility Performance Club: We have also optimistic about Costco and recommended that members have this quality name. Costco is a great feeling to have the company during economic uncertainty because it addresses the consumer with value consciousness. "Although the results are not perfect, we were pleased to see that gross margins continue their orbits." He said. "The company made improvements in the supply chain as a reason for margin improvement and continued to be a secret weapon against the increase in the penetration of Kirkland's penetration, the fight against inflation and the prices." We reiterated our equivalent 1 point and $ 1,100 price target, which implies that it increases more than 20% to Friday's closing. Apple Stock was the best performance of the week because investors have received more positive signs of the success of the new iPhone 17 and Air models. For example, on Monday, Mike Siever, CEO of T-Mobile, said Jim to Jim's iPhone sales in CNBC that all time has hit the record levels of all time. "There was only the largest iPhone week, S Sutert said. "A year ago, a double -digit lady." Wedbush increased its price target in Apple from $ 270 to $ 310. The highest on this street. Jim said that more Wall Street will be more rising in Apple. AAPL YTD Mountain Apple (AAPL) Performance Club from the Year to the Present: Analysts and optimistic interpretation from T-Mobile, what Jim has given preaching since the beginning of this month has further confirm. Jim said that the launch of new models would be "gigantic" and argued that Apple's flagship devices were "bargaining" from other smartphones. "What Apple says, 'Look, these are full price, but it turns out that you get a discount from carriers like Mike Sievert in T-Mobile than you have been traded.' So, there was no increase in the price, Jim Jim explained at the morning meeting on Monday. On the stock, we protect our "waiting, trade" thesis. We also did two operations. On Thursday, we bought more Daaher shares than the last decline. Fima explained our reasoning in the trade warning: "Danaher is definitely one of a handful of problematic stock in the portfolio, but we step into the name because we think that the 3% movement on Thursday is exaggerated." Life Sciences Company's shares lost more than 4% during the week, but they closed about 2% on Friday, which broke the line of five sessions. The club started the Nike position on Friday. Sports clothing giant CEO has a promising return plan under Elliott Hill. In the trade warning, Marx explained our investment thesis: "Nike may have lost its way in recent years, but we have been encouraged by Hill's Steps to put the company back in the way of recovery. In the meantime, the FIFA World Cup in the next summer, people's latest boots (forgalar), kits (forgalar) and favorite players can be a sales catalyst to support the face. 'Look here for a full list of shares of the philanthropist of the charitable price of the price of a trade warning of a trade warning. If you speak, there is no task or not a particular result in connection with the investment club for the conditions and the conditions of the above.