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On August 25, JPMorgan strategist Fabio Bassi stated that US stocks still have room for upward movement by the end of the year, but the market will rely more on sector rotation rather than a simultaneous rise in all risk assets. The firm maintains a constructive outlook on equities, favoring high-quality growth stocks, leading cloud computing companies, and the semiconductor sector after recent repricing. This assessment comes as the performance of US stocks has become more selective. Recently, the Nasdaq and Philadelphia Semiconductor Index have experienced significant volatility, with some previously strong stocks in the AI sector facing concentrated sell-offs. Investors are beginning to reassess AI revenue realization, capital expenditure returns, and long-term interest rate pressures. JPMorgan believes that this volatility does not necessarily indicate the end of a bull market; rather, it likely means that funds will withdraw from crowded trades and re-enter areas with higher earnings visibility and more digestible valuations. The firm also interprets the rise in long-term US Treasury yields as a signal of increasing capital demand and investment opportunities. Investments in AI infrastructure, power grids, data centers, and cloud computing are absorbing significant capital, and the market will continue to seek a balance between 'growth opportunities' and 'financing costs'.

On August 25, JPMorgan strategist Fabio Bassi stated that US stocks still have room for upward movement by the end of the year, but the market will rely more on sector rotation rather than a simultaneous rise in all risk assets. The firm maintains a constructive view on equities, favoring high-quality growth stocks, leading cloud computing companies, and the semiconductor sector after recent repricing. This assessment comes as the performance of US stocks becomes more selective. Recently, the Nasdaq and Philadelphia Semiconductor Index have experienced significant volatility, with some previously strong stocks in the AI sector facing concentrated sell-offs, prompting investors to reassess AI revenue realization, capital expenditure returns, and long-term interest rate pressures. JPMorgan believes that this volatility does not necessarily indicate the end of a bull market; rather, it suggests that funds will withdraw from crowded trades and reallocate towards areas with higher earnings visibility and more digestible valuations. The firm also interprets the rise in long-term US Treasury yields as a signal of increasing capital demand and investment opportunities. Investments in AI infrastructure, power grids, data centers, and cloud computing are absorbing substantial capital, and the market will continue to seek a balance between 'growth opportunities' and 'financing costs'.

On August 25, The Block reported that Las Vegas businessman Brent Kovar was convicted by a jury for his involvement in a $24 million crypto Ponzi scheme and faces a maximum sentence of 280 years in prison. The U.S. Department of Justice stated that Kovar used investor funds to operate Profit Connect and repaid old investors with new funds under the guise of mining profits.