After its eye-popping gains today, Oracle co-founder Larry Ellison is dang near the new Elon Musk. But is his company the new Nvidia?

Let’s see. Towering guidance? Check. Reliant on massive AI investments? Check. Carrying the weight of the market on its shoulders? Not quite. But with the $1T Club within striking distance, it might be the case soon…

And, regardless, two out of three ain’t bad.

Finally, read to the end for the Uber $UBER ( ▼ 1.3% ) feature no one asked for, but everyone will try once…

— Brooks & Cas

In 2010, a Grammy-winning artist passed on investing $200K in an emerging real estate disruptor. That stake could be worth $100+ million today. 

One year later, another real estate disruptor, Zillow, went public. This time, everyday investors had regrets, missing pre-IPO gains. 

Now, a new real estate innovator, Pacaso – founded by a former Zillow exec – is disrupting a $1.3T market. And unlike the others, you can invest in Pacaso as a private company.

Pacaso’s co-ownership model has generated $1B+ in luxury home sales and service fees, earned $110M+ in gross profits to date, and received backing from Maveron, Greycroft, and more. They even reserved the Nasdaq ticker PCSO.

And you can join them for just $2.90/share. Just don’t wait. Pacaso’s opportunity officially ends September 18.

$AVGO ( ▲ 9.77% ) Broadcom ties its fate to a massive AI gamble (TheStreet)

$CHWY ( ▼ 16.6% ) Chewy Tumbles From Early Buy Point On In-Line Earnings (IBD)

$GME ( ▲ 3.31% ) GameStop rallies as it starts to look slightly more like a value stock than a meme name (SeekingAlpha)

$TTD ( ▼ 11.95% ) Trade Desk Stock Is Plummeting. Why It Faces Growing Concerns. (Barron’s)

$SNPS ( ▼ 35.84% ) Synopsys set to wipe out 2025 gains as shares tank on China business woes (Reuters)

CNN: US wholesale inflation eased in August as producer prices fell 0.1%, lowering annual inflation to 2.6%.

Reuters: A US court upheld a $469M fine against Verizon $VZ ( ▼ 0.18% ) over unauthorized location-data sharing.

CNBC: The Labor Department’s watchdog opened an investigation into BLS data collection following major jobs revisions.

TechCrunch: OpenAI’s reported $300B cloud deal with Oracle, due to start in 2027, would be one of the largest such deals ever.

AP: Klarna $KLAR ( ▲ 14.55% ) became the latest IPO to pop on its debut, ahead of planned public offerings from Gemini and Via Transportation on Friday.

Looking for a one-stop shop to play the nuclear boom? CLSA says look no further than Cameco $CCJ ( ▲ 2.69% ).

CLSA analyst Max Hopkins initiated coverage with an Outperform rating this week, setting a $102 price target — more than 28% above today’s close. Hopkins described the Canadian firm as “the most comprehensive play for the nuclear rejuvenation theme,” pointing to its reach across the nuclear fuel value chain.

Shares are already up about 52% this year, as nuclear demand gains momentum worldwide. CLSA said Cameco’s businesses could give customers an end-to-end pathway, from uranium mining to fuel fabrication to reactors.

Cameco is best known for uranium mining, with major operations in Saskatchewan and Kazakhstan that produced more than 34 million pounds in 2024.

But its exposure stretches further. The company owns 49% of Westinghouse, whose AP1000 reactor design is expected to play a role in new capacity builds in North America and Europe.

It also controls about a quarter of the nuclear fuel fabrication market and owns a stake in Global Laser Enrichment, with the option to boost its position to 75%. CLSA argues this integrated approach could let Cameco benefit from both new plant construction and servicing the existing reactor fleet.

Hopkins cautioned that the biggest risk to Cameco’s outlook is not company-specific but sector-wide: a nuclear accident that derails momentum.

Other challenges include operational setbacks and geopolitical tensions, particularly with joint ventures abroad.

Still, the firm’s broad exposure across mining, enrichment, and reactor technology may leave it uniquely positioned if nuclear energy expands as part of the global clean power mix.

Institutional investors back startups to unlock outsized returns. Meanwhile, regular investors have to wait. But not anymore. Thanks to regulatory updates, some companies are doing things differently.

Take Revolut. In 2016, 433 regular people invested an average of $2,730. Today? That’s worth $1+ million, up 89,900%. No wonder thousands are taking the chance on Pacaso. 

Founded by a former Zillow exec, Pacaso’s co-ownership tech reshapes the $1.3T vacation home market. They’ve earned $110M+ in gross profit to date, including 41% YoY growth in 2024 alone. They even reserved the Nasdaq ticker PCSO.

The same institutional investors behind Uber, Venmo, and eBay also backed Pacaso. 

And you can join them as an early-stage investor for just $2.90/share. 

Just don’t wait. Pacaso’s opportunity officially ends September 18.

Bloomberg: Mexico will impose 50% tariffs on Chinese cars, steel, and textiles to strengthen domestic manufacturing.

CNN: Novo Nordisk $NVO ( ▲ 0.13% ) announced global layoffs amid restructuring tied to obesity-drug expansion.

The Verge: Spotify $SPOT ( ▼ 2.1% ) launched lossless streaming for all Premium subscribers in 50 markets at no extra cost.

CNBC: Amazon’s $AMZN ( ▼ 3.32% ) Zoox launched robotaxi service in Las Vegas, joining the US driverless race.

Reuters: The Trump administration appealed a ruling blocking President Trump from firing Fed Governor Lisa Cook.

Rideshare, meet rotorcraft.

Uber plans to put helicopters in the app within the next year.

The dream: beating traffic, Logan Roy style.

The reality: trying not to leave your AirPods on the tarmac.

Are you bullish or bearish on Miami International Holdings $MIAX ( ▼ 1.31% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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