Happy Wednesday! After taking a 10% stake in Intel, the White House is floating the idea of investing directly in other companies such as Palantir, Lockheed Martin and Boeing just to name a few. Read on for the full report and see what other companies are potentially on the government’s shopping list.

Also, all eyes are on Nvidia as it gears up to report earnings after the bell today. Read on to see all the insights and analysis, and why Wall Street is calling it the most pivotal report of the year.

Plus, if you are looking for growth opportunities in the cosmetic health sector, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• MARKET HISTORY

• ONE FOR THE ROAD

After Taking A Stake In Intel, White House Considers Expanding — Are Palantir, Boeing, Lockheed, Northrup And RTX Next?

What started as a game-changing $8.9 billion investment in Intel may just be the tip of the iceberg. Now, the Trump administration is floating the idea of investing in defensive giants such as Palantir, Lockheed Martin and Boeing, which are already intertwined with federal contracts.

But it also raises questions. Those in favor say if the U.S. government is the primary customer, why shouldn’t it be a stakeholder too? Others say the move opens up issues around influence, control and corporate independence and is a slippery slope. Read on for the full report and see what other companies are on the government’s shopping list.

SBC Medical Reports First Half 2025 Results, Provides Update On Stock Buyback Program

Cosmetic surgery clinic chain SBC Medical Group Holdings Inc. (SBC) is making progress in repositioning the company, increasing the number of franchises and repeat customers, despite a tough consumer spending environment in Japan.

For the first half of 2025, revenue and net income declined by double digits but that was due to the company’s move to discontinue its staffing business, engage in targeted divestitures and revise its fee structure. SBC Medical ended the first half of 2025 with $153 million in cash, which it says is enough to pursue its growth plans.

As for its buybacks, it already bought back 1,034,000 shares at an average price of $4.83, and was also added to the Russell 3000® Index. To learn more about this company focused on beauty and youth, click here.

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Yesterday: U.S. indexes finished higher Tuesday as small-cap stocks led the way, reinforcing optimism that broad market participation continues to build beyond mega-cap names. Treasury yields were mixed, with the 30-year yield rising while shorter-dated yields fell after a strong 2-year note auction, steepening the yield curve to its widest 5s30s spread since 2021. U.S. home prices fell, oil edged lower, and the U.S dollar continued its drop. Durable goods orders declined in June, though core capital goods orders rose 1.1% month-over-month, signaling ongoing business investment. The Fed was in the spotlight after President Trump announced plans to remove Governor Cook, potentially reshaping the board toward a more dovish stance.

On Our Radar: Analysts will be watching the crude oil inventory report, as well as a speech from Fed President Tom Barkin. On the earnings front, all eyes will be on Nvidia (NVDA), CrowdStrike (CRWD) and Snowflake (SNOW), which report results after the market close today.

EchoStar (SATS) soared more than 70% after reaching a deal with AT&T, helping boost small caps and the Russell 2000 to a 9-month high. The index is on track to outperform the S&P 500 for the first time since July 2024. But that wasn’t the only big mover of the day…

Discover how the market is moving with our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.

Your Next Big Fintech Breakthrough Starts Here

Looking for your next partnership, investor or spark of inspiration? On November 10, 2025, the Benzinga Fintech Day & Awards returns to NYC to connect the most influential names in financial technology. Meet innovators, decision-makers and investors who are actively shaping the next wave of fintech disruption. From networking, cutting-edge insights and a prestigious awards ceremony — it’s the one fintech event you can’t afford to miss.

On This Day In 2010…

The U.S. Department of Justice approved the $3 billion merger between Continental Airlines and United Airlines. This merger created what was the world’s largest airline by passenger traffic, revenue and destinations served. The new entity, which retained the United Airlines name but adopted Continental’s iconic globe logo, represented a major consolidation in the U.S. aviation industry, continuing a trend of mergers driven by cost-cutting, heightened competition and the push for global route expansion. At the time of the merger, the combined fleet was 700 aircraft, 86,000 employees and 370 destinations.

QUOTE OF THE DAY

“Investing is the intersection of economics and psychology.“ — Seth Klarman

Nvidia Q2 Preview: 'Saying This Is The Most Important Stock In The World Is An Understatement'

All eyes are on Nvidia today as the company gears up to report earnings after the bell — and the stakes couldn’t be higher in what Wall Street is saying is the biggest market-moving event of the season.

Analysts expect record-shattering numbers, but the company isn’t just reporting earnings — it’s sending a message about the future of AI, tech and the global economy. A strong quarter could ignite a market rally. A misstep? It could spark a sector-wide selloff.

Read on for the full report and see what you need to be watching for.

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