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Fed cuts likely unless jobs report massively surprises

Hiring has slowed sharply in 2025, and only an outsized jobs report is seen as a potential brake on the Federal Reserve’s path to rate cuts. Markets are laser-focused on the next labor print as equities and yields recalibrate to an easier policy outlook.

Source: Forbes TopStories


Trade watch: Key tariff signals from Trump in August

Investors digested a slate of tariff-related announcements in August, signaling potential shifts in trade policy that could hit import-heavy sectors and global supply chains. Corporate planning and pricing strategies are already adjusting to the prospect of higher duties and renewed trade frictions.

Source: SeekingAlpha All


Nvidia’s $57B cash pile and $60B buyback ignite strategy debate

With $57 billion in cash and a newly announced $60 billion repurchase, Nvidia’s capital allocation is under a Wall Street microscope. Proposals range from heavier capex and M&A to dividends, as investors weigh post-earnings volatility against the company’s AI leadership and long runway.

Source: Forbes TopStories


Rolls-Royce weighs funding options, including IPO, for small nuclear reactor unit

Rolls-Royce is exploring routes to finance its small modular reactor (SMR) business, with an IPO reportedly among the options. The move highlights investor appetite for next-gen nuclear as governments seek firm, low-carbon power to backstop renewables and electrification.

Source: SeekingAlpha All


California pushes back oil refinery profit cap by five years

California regulators delayed implementation of a refinery profit cap, easing near-term margin pressure for operators in the state’s tight fuel market. The shift reduces regulatory overhang for refiners while policymakers balance consumer-price concerns with supply reliability.

Source: SeekingAlpha All


Novo’s Wegovy tops Lilly’s Zepbound in real-world cardiovascular outcomes

A new real-world study found Novo Nordisk’s Wegovy outperformed Eli Lilly’s Zepbound on heart disease metrics, intensifying the GLP-1 rivalry in obesity and cardiometabolic care. The findings could influence payer formularies, patient uptake, and the competitive balance across the category.

Source: SeekingAlpha All


Tether won’t freeze USDT on 5 blockchains, but will end support

Tether reversed plans to freeze smart contracts on five networks after user pushback, yet said it will cease issuing and redeeming USDT there. The affected chains are Omni Layer, Bitcoin Cash SLP, Kusama, EOS, and Algorand, marking a consolidation of stablecoin infrastructure that could impact liquidity paths.

Source: FinanceFeeds


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Business — August 31, 2025 | Briefing24