⚛ World Nuclear Symposium – September 3, 2025

What Happens & Which U.S. Stocks Could Benefit

🔎 Event Overview

• Dates: September 3–5, 2025 (London, UK)
• Focus: Financing & scaling nuclear energy, small modular reactors (SMRs), global uranium supply, and policy alignment.
• Why It Matters: Any commitments or optimism around nuclear expansion can drive…

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⚠️ Why a Market Drop and Sector Rotation Could Happen Even if Nvidia Crushes Earnings

Nvidia has become the heartbeat of the AI trade and, in many ways, the entire tech sector. Every earnings season, Wall Street seems to hold its breath waiting to see if $NVDA can deliver another monster report. But here’s the reality: even if Nvidia smashes…

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🚀 Eli Lilly’s Semaglutide/GLP-1 PillBreakthrough Development

• Eli Lilly’s oral GLP-1 pill (orforglipron) just reported strong Phase 3 results.
• Patients lost about 12–13% of body weight (~27 lbs) over 72 weeks, with diabetic trial groups showing around 10% loss plus major A1C reductions.
• Lilly plans to submit the drug to regulators globally by…

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🟩 NVDA Earnings Preview (Q2 FY2026 – reporting tomorrow)

Date: Aug 27, 2025 (after market close)

1. Consensus Estimates (Wall Street expectations)

• EPS: Around $2.80–$2.95 per share (GAAP diluted EPS may vary depending on investments/mark-to-market).
• Revenue: Roughly $28.5B – $29B
• (up dramatically vs. ~$13.5B same quarter last year, driven by AI…

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