Santoli's Monday Market Recap: Stocks Rebound Following 'Risk-On' Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 25 2025
0mins
Source: CNBC
Market Overview: Stocks are recovering after a strong "risk-on" rally, with expectations that the Federal Reserve may cut interest rates next month while maintaining a steady economy.
Index Performance: Small-cap stocks like the Russell 2000 and Dow are lagging behind the S&P 500 and Nasdaq, reversing trends from Friday's rally where small and value stocks outperformed.
Market Sentiment: A significant portion of NYSE volume was positive on Friday, indicating strong buying demand, but this occurred after only a minor dip in the market, raising questions about the reliability of such signals.
Upcoming Events: The market is anticipating Nvidia's earnings report and PCE inflation data later this week, amidst a generally subdued volatility index as it navigates through late-summer market conditions.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 197.580
Low
200.00
Averages
264.97
High
352.00
Current: 197.580
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Capital Expenditure Plans: Alphabet plans to invest between $175 billion and $185 billion in capital expenditures over the next few years, primarily for AI development; despite raising nearly $32 billion in debt, its $64 billion in free cash flow demonstrates investor confidence in its financial health.
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