Driven @getDrivenAI

$HOOD Robinhood added to the S&P 500; shares +15.8%, near ATH What happened (ET): - Sep 5, after the bell: S&P Dow Jones Indices said Robinhood (HOOD), AppLovin (APP), and Emcor (EME) will join the S&P 500 at the open on Mon, Sep 22, replacing MarketAxess (MKTX), Caesars (CZR),…

Eightco Holdings ( $OCTO ) — Why it surged 30x+ on Sept 8? Driven's analysis👇 A micro-cap inventory/packaging company abruptly rebranded itself as a Worldcoin (WLD) treasury play, pairing that story with a large planned private placement, a new board chair (Dan Ives), and a…

Markets pirouetted like a ballerina on black ice—graceful rotations, but one wrong step can sting. · $NVDA slips on hyperscaler concentration, China questions · $BABA pops on AI-cloud momentum · Gold flirts with fresh record highs · $INTC pressured by U.S. equity stake dilution…

Weekend wrap (Sept 6–7) of market-moving developments👀 $APP / $HOOD / $EME: Set to join the S&P 500 on Sept 22 as part of the quarterly rebalance—index-flow tailwind expected. $MKTX / $CZR / $ENPH: Scheduled to exit the S&P 500 on Sept 22—potential index-seller pressure.…

Robinhood ( $HOOD) and AppLovin ( $APP) will join the S&P 500 before the open on Sept 22, a move that typically triggers passive inflows and broader ownership. After hours, $HOOD rose ~7.3% and $APP ~7.0%. HOOD’s Q2 FY25 showed revenue up 45% YoY to $989M with EPS of $0.42,…

Driven's analysis of U.S. August Nonfarm Payroll Report (Released September 5, 2025) On September 5, 2025, the U.S. Bureau of Labor Statistics released the August employment report, revealing a sharp slowdown in job growth. Nonfarm payrolls rose by only 22,000 jobs—well below the…

⚡J.P. Morgan’s recent commentary on EV stocks—sharing with everyone~ General Motors stated that it expects the strong momentum in EV sales in August to continue into September, right up until the expiration of the tax credit policy. However, demand is expected to cool…

9/4 Market Top News: · $AVGO surges on $10B OpenAI chip deal · $GOOGL dodges breakup; AI Siri talks emerge · $LULU slashes outlook; shares crater after-hours · $AEO skyrockets on earnings, viral campaign · $AI plunges on miss, guidance withdrawal, CEO exit · $AMZN jumps on…

$HIMS is down almost 45% from its all-time high. D DrivenAI's analysis— Regulatory overhang: the FDA declared the semaglutide shortage over and tightened compounding, shrinking the lower-cost GLP-1 channel many telehealth players rode in 2024–25. Partner risk: Novo Nordisk…

Driven analysis: $GOOG up ~8% intraday on Sept 3 after a federal judge declined to break up Google in the DOJ search case. The ruling removes the “worst-case” overhang—no forced sale of Chrome or Android—and lets Google continue key distribution deals, while imposing lighter…

⚡ Bernstein raises Sea’s $SE price target to $210. Over the past 18 months, Sea’s share price is up ~5x, with market cap rebounding from ~$25B to ~$110.4B. Core strategy 👇 E-commerce — defend share with aggressive discounting (e.g., Shopee vs TikTok & Temu across Southeast…

👀 JPMorgan’s latest market watch — signs of AI “fatigue” have been emerging since mid-August and are now visible in volatility metrics and hedging activity. The key factors behind this discussion include recent micro news (e.g., last week’s Marvell Technology developments and…

9/2 Market Top News: Relief rallies meet reality checks. Someone hid the easy button. · Judge spares $GOOG breakup; shares jump · Ruling safeguards $AAPL Google search payments · $KHC plans split into two companies · $NVDA outlook strong, competition clouds sentiment · Gold hits…

As of today’s intraday session, $NVDA has fallen four straight days—what happened? A cocktail of post-earnings digestion, higher yields, and AI-chip rotation. Valuation premium is compressing after a year of parabolic gains; expectations were lofty even with solid prints.…

Markets rotated like a minimalist chair these two days—elegant turns, but watch those sharp edges. · $NVDA falls on concentration, China uncertainty · $BABA soars on AI cloud growth · Gold hits new record highs · $INTC diluted by U.S. equity stake · $TSLA sales slump; China…

Can $NVDA clear its all-time high of $184.48? Fundamentals still point up. Q2 FY26 revenue hit $46.7B (+56% YoY) with $41.1B from Data Center; Q3 guidance sits near $54B as Blackwell ramps into broader availability. These metrics keep the “high growth + new platform” flywheel…

Here’s a simple watchlist for Next week— - Monday: the New York Stock Exchange and Nasdaq are closed for Labor Day. - Tuesday: the U.S. manufacturing report lands; Zscaler reports after the close and NIO before the open. - Wednesday: the job-openings report arrives, plus…

Let’s take a look at what mattered in the U.S. stock market this weekend. $ALNY: ESC-2025 HELIOS-B 48-mo data show sustained CV benefit for AMVUTTRA (vutrisiran); plus advancing hypertension siRNA zilebesiran into a global Ph3. $CYTK: Aficamten MAPLE-HCM analysis shows cardiac…

Weekly wrap: $BMNR 📊 After a blistering YTD run, the stock eased as ETH chopped and profit-taking cooled momentum. Think of BMNR as ETH beta + a “treasury premium”: price tends to hug Crypto NAV/Share, swinging between small discount/premium as holdings scale. Watch next: (1)…

$MVRL 📉 Q2 2026 Earnings - Revenue: $2.006 billion, marking a 58% year-over-year increase and surpassing the midpoint of Marvell's guidance. - Adjusted EPS: $0.67, aligning with analyst expectations. - Data Center Segment: Generated $1.49 billion in revenue, accounting for…