*Walter Bloomberg

RUSSIAN-SPEAKING CYBERCRIMINALS USED SPACEX'S CURSOR AI TOOL TO HACK SEVEN COMPANIES, DATA SHOWS

📈 PRICE TARGET RAISED • $NVDA: PT raised to $320 from $280 by JPMorgan • $NVDA: PT raised to $315 from $300 by Mizuho • $NVDA: PT raised to $420 from $400 by Melius • $NVDA: PT raised to $300 from $285 by Goldman Sachs • $NVDA: PT raised to $400 from $315 by Bernstein SocGen Group • $NVDA: PT raised to $315 from $300 by Citi • $NVDA: PT raised to $315 from $282 by Stifel 🔵 COVERAGE • $NVDA: Overweight reiterated by KeyBanc; PT $330

$NVDA$NVDA $NVDA - NVIDIA: BOFA SEES MAJOR AI UPSIDE BofA reiterates NVIDIA as a Top Pick, maintaining its Buy rating and $350 price target. NVIDIA now expects ~70% FY28 sales growth, far above the 45% consensus, with demand still exceeding supply. BofA raised future EPS estimates, citing Rubin’s rapid ramp, expanding AI revenue per GW, and strong long-term demand. Main pressure: gross margins could fall to 72–73% as memory costs rise.

$NVDA - NVIDIA: GOLDMAN EXPECTS STOCK TO STAY RANGE-BOUND Goldman Sachs reiterated its Buy rating on NVIDIA with a $285 price target after a solid quarter and guidance above Wall Street expectations. However, elevated expectations could keep shares range-bound near term. Key investor focus: NVIDIA’s $1T data-center revenue target, $500B partner financing platform, future gross margins, and demand for CPU-only racks driven by agentic AI.

*ANTHROPIC TO LEASE NSCALE DATA CENTER FOR $45 BILLION

$NVDA$NVDA $NVDA - NVIDIA FACES $110 BILLION WHISPER BAR Wall Street expects Nvidia to deliver another strong quarter, but unofficial “whisper numbers” are well above consensus. Q2 revenue is officially expected at $92.3 billion, while traders see Q3 guidance potentially reaching $107–$110 billion. With expectations already elevated, investors may focus more on buybacks, capital allocation and management commentary than another earnings beat.

WHITE HOUSE TO ANNOUNCE NEW DRUG PRICING DEALS WITH BIOTECHS

$AAPL - APPLE TO HOLD NEW IPHONE LAUNCH EVENT ON SEPT. 9TH

🇷🇺🇺🇦 RUSSIA WEIGHS ESCALATION AS UKRAINE TALKS COLLAPSE Russia is considering intensifying missile attacks on Kyiv and Ukrainian infrastructure as the Kremlin concludes peace negotiations have reached a dead end, according to people close to Moscow. Both sides have stepped up attacks, including strikes on energy, ports and shipping. While nuclear rhetoric is increasing among Russian hawks, there are currently no signs Russia is preparing to use nuclear weapons.

IRAN IS STILL IN WARTIME SITUATION, ITS NUCLEAR SITES HAVE NOT BEEN SECURED FOR INSPECTIONS - IRANIAN NUCLEAR CHIEF ESLAMI TELLS STATE MEDIA

JPMORGAN CHASE RECENTLY EVALUATED PURSUING ITS OWN STABLECOIN: WSJ

Banks Moving Forward With Global Stablecoin Consortium, Sources Say

IRAN, RUSSIA ADVANCE MAJOR GAS PROJECT Iran and Russia held constructive talks with Gazprom on implementing their strategic gas cooperation agreement. The project would deliver Russian natural gas to Iran through Azerbaijan, with supplies received at Astara. Iran says the initiative could strengthen energy ties with Moscow and support its ambition to become a regional energy hub.

US SAYS CHINESE HACKERS ALSO BROKE INTO DEPARTMENT OF ENERGY, DEPARTMENT OF JUSTICE, HHS, AND NIH

U.S. JUSTICE DEPARTMENT SAYS IT AND FBI SEIZE PLATFORMS OPERATED AND USED BY CHINA STATE-SPONSORED HACKERS TO TARGET U.S. CRITICAL INFRASTRUCTURE US SAYS IT HAS DISRUPTED CHINESE HACKERS THAT BROKE INTO NASA, FEDERAL RESERVE, NIH, AND U.S. SENATE

$META - META LEGAL RISK EASES, EVERCORE STAYS BULLISH Evercore ISI reiterated Outperform on Meta with an $860 price target after the company settled a major youth-safety lawsuit. Meta will pay at least $11.66 billion, potentially rising to $16.68 billion. Evercore says the settlement largely removes a key legal overhang, although other lawsuits remain outstanding.

PCE SUPPORTS FED HOLD FOR NOW Capital Economics says July’s core PCE increase is unlikely to trigger a Fed rate hike in September. However, with annual core inflation at 3.3% and economic growth remaining resilient, the firm believes higher rates may eventually be necessary. For now, the data strengthen the case for the Fed to hold rates steady.

SAUDI SHIFTS OIL BACK TO PERSIAN GULF Saudi Arabia is sharply increasing oil loadings from Persian Gulf ports as Houthi threats disrupt its Red Sea export route. Around 7 million barrels of shipping capacity was loading at Ras Tanura on Tuesday. Despite the shift, Saudi exports remain below prewar levels, while shipments from storage facilities in Egypt have surged to about 2.1 million barrels per day in August.

WITKOFF, KUSHNER HEAD TO CENTCOM White House envoys Steve Witkoff and Jared Kushner are visiting US Central Command in Tampa for briefings on the situation on the ground. Both officials have been leading US negotiations with Iran, according to a source familiar with the matter.

Trump interview x.com/i/broadcasts/1DGleVMZVdk…

TRUMP: TIME TO TEACH CANADA YOU CAN'T DO THIS ANYMORE

TRUMP: WILL LOOK AT REGULATIONS FOR BEEF PROCESSING PLANTS

*TRUMP: A LOT OF OIL IS POURING OUT OF HORMUZ *TRUMP: STRAIGHT OF HORMUZ IS FUNCTIONING *TRUMP: 10M BARRELS OF OIL LEFT HORMUZ YESTERDAY

*TRUMP: PRICES ARE COMING DOWN

TRUMP: DON'T THINK IRAN'S LEADER IS DEAD -THE GLENN BECK PROGRAM