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Fed signals buoy markets as September rate cut bets firm

Asian equities kicked off the week higher after Federal Reserve Chair Jerome Powell hinted the central bank could begin easing as soon as September. U.S. equity futures were steady with investors bracing for a heavy slate of tech earnings, keeping rate-sensitive sectors and high-duration growth stocks in focus.

Source: Seeking Alpha


Keurig Dr Pepper to acquire JDE Peet’s for $18B, creating a global coffee powerhouse

Keurig Dr Pepper agreed to buy Dutch coffee giant JDE Peet’s in a deal valued at $18 billion, expanding its global footprint from pods and ready-to-drink beverages deeper into premium retail coffee. The move consolidates brands from Peet’s to L’Or and intensifies competition with Nestlé and Starbucks across grocery, hospitality, and at-home brewing channels.

Source: Seeking Alpha


European nations halt small-package shipments to U.S. amid new tariff regime

Several European countries paused shipping packages to the U.S. due to tariff changes, disrupting cross-border e-commerce and small-parcel logistics. Retailers and platforms reliant on low-value shipments face higher costs, delivery delays, and order cancellations as carriers reassess compliance and pricing.

Source: Seeking Alpha


All eyes on Nvidia as a pivotal earnings week looms

Markets head into a critical earnings stretch featuring Nvidia, Alibaba, Snowflake, CrowdStrike, Okta, Marvell, Dell, and more. With megacap AI leaders setting the tone for sentiment, investors will scrutinize guidance for signs of demand durability, supply constraints, and capex trends across chips, cloud, and cybersecurity.

Source: Seeking Alpha


Shanghai eases property curbs to revive housing market

Shanghai relaxed homebuying rules, allowing local residents to own an unlimited number of homes outside the city’s outer ring road as authorities intensify efforts to stabilize real estate. The policy shift, following Beijing’s lead, aims to unlock pent-up demand and support developers after a prolonged downturn.

Source: South China Morning Post


Global exchanges warn tokenized stocks threaten market integrity

The World Federation of Exchanges urged regulators in the U.S., EU, and globally to tighten oversight of tokenized equities, warning they can mimic real shares without investor protections. With brokers and crypto platforms expanding token offerings, the group called for clear securities rules, custody standards, and marketing guardrails.

Source: Finance Magnates


SK hynix starts mass production of 321-layer QLC NAND, raising storage density bar

SK hynix began mass production of 321-layer QLC NAND flash, pushing cost-per-bit lower for high-capacity SSDs used in PCs, data centers, and AI workloads. The technology milestone sharpens competition across the memory supply chain and could help ease storage bottlenecks as AI infrastructure demand accelerates.

Source: Seeking Alpha


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Business — August 25, 2025 | Briefing24