Stock Market Update: Nvidia Weighs on Nasdaq Futures—Attention on Dollar General, Dell, and Best Buy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 28 2025
0mins
Should l Buy DG?
Source: Benzinga
Market Overview: U.S. stock futures showed mixed results following gains from the previous day, with Nvidia Corp. experiencing a decline despite reporting better-than-expected second-quarter results.
Nvidia's Performance: Nvidia's stock fell due to lack of guidance on H20 shipments to China and weaker data center revenue, although analysts remain optimistic about its leadership in AI infrastructure.
Economic Indicators: The 10-year Treasury bond yield was at 4.23%, with markets anticipating an 87.3% chance of interest rate cuts by the Federal Reserve in September; mortgage applications also saw a slight decline.
Stock Movements: Notable stock movements included MongoDB Inc. rising 38% after strong earnings, while Kohl’s Corp. gained 24%. Conversely, CEL-SCI Corp. dropped 30.83% after announcing a public offering.
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Analyst Views on DG
Wall Street analysts forecast DG stock price to rise
16 Analyst Rating
9 Buy
7 Hold
0 Sell
Moderate Buy
Current: 144.840
Low
125.00
Averages
147.00
High
170.00
Current: 144.840
Low
125.00
Averages
147.00
High
170.00
About DG
Dollar General Corporation is a discount retailer. The Company offers merchandise, including consumable items, seasonal items, home products and apparel. Its merchandise includes brands from manufacturers, as well as its own private brand selections with prices at discounts to brands. Its consumables category includes paper and cleaning products, packaged food, perishables, snacks, health and beauty, pet, and tobacco products. Its seasonal products include holiday items, toys, batteries, small electronics, greeting cards, stationery, prepaid phones and accessories, gardening supplies, hardware, automotive and home office supplies. Its home products include kitchen supplies, cookware, small appliances, light bulbs, storage containers, frames, candles, craft supplies and kitchen, bed and bath soft goods. The Company’s apparel products include basic items for infants, toddlers, girls, boys, women and men, as well as socks, underwear, disposable diapers, shoes and accessories.
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.
Dollar General Set to Release Q4 Earnings on March 12
- Earnings Announcement: Dollar General is set to announce its Q4 earnings on March 12 before the market opens, with a consensus EPS estimate of $1.64, reflecting an impressive 88.5% year-over-year growth, indicating the company's resilience amid economic uncertainties.
- Revenue Expectations: The revenue for Q4 is projected to reach $10.82 billion, representing a 5.0% year-over-year increase, which underscores the company's stable growth in the retail market, especially in the face of increasing competition.
- Performance Beat Record: Over the past two years, Dollar General has beaten EPS estimates 38% of the time and revenue estimates 63% of the time, showcasing its reliability and execution strength in market analysis.
- Estimate Revision Trends: In the last three months, EPS estimates have seen 15 upward revisions and 1 downward revision, while revenue estimates have experienced 13 upward revisions with no downward adjustments, indicating sustained analyst confidence in the company's future performance.
See More
US Stocks Decline Amid Rising Oil Prices
- Oil Price Surge Impacts Market: WTI crude oil prices surged over 9% today following Iraq's suspension of oil terminal activities due to Iranian attacks on tankers, leading the S&P 500 to drop 1.22%, the Dow Jones by 1.32%, and the Nasdaq 100 by 1.46%, indicating market sensitivity to rising energy costs.
- Bank Stocks Under Pressure: Morgan Stanley and Cliffwater LLC capped withdrawals from their private credit funds amid investor redemption demands exceeding fund limits, causing both Morgan Stanley and KKR to decline over 4%, reflecting growing concerns about credit quality in the market.
- Mixed Economic Data: Initial jobless claims in the US fell by 1,000 to 213,000, indicating labor market strength, while January housing starts unexpectedly rose 7.2% to 1.487 million, despite building permits dropping 5.4% to 1.376 million, suggesting potential slowdowns in future construction activity.
- Optimistic Earnings Outlook: Despite market volatility, over 95% of S&P 500 companies have reported earnings, with 74% exceeding expectations, and Q4 earnings growth is projected at 8.4%, providing some support to the market, although overall sentiment remains pressured by rising oil prices.
See More
Dollar General (DG) Q4 2025 Earnings Transcript
See More
Oil Price Surge Triggers Market Volatility
- Market Volatility Intensifies: On Thursday, the Dow plunged over 500 points as Iran's new Supreme Leader announced the Strait of Hormuz would remain closed, causing Brent crude to briefly exceed $100 per barrel and West Texas Intermediate to hover around $90, leading to a bearish market sentiment as investors refrained from buying amid rising oil prices.
- Linde Stock Rises: Linde's shares increased as investors see the company benefiting from potential helium shortages linked to the Iran conflict, with Linde stating that the Middle East turmoil is neutral to net positive, allowing for price increases amid supply constraints, highlighting its strong market position.
- Corning Shares Decline: Despite Bank of America raising Corning's price target from $120 to $144, the stock fell 2%, as analysts revealed that the scale-out opportunities in data centers are much larger than previously thought, indicating a disconnect between market perception and underlying value, with Jim emphasizing its importance in their portfolio.
- Rapid Stock Review: Stocks mentioned in Wednesday's rapid review included Dicks Sporting Goods, Dollar General, and CVS Health, with Jim Cramer's charitable trust holding positions in Linde, Q, and Corning, reflecting ongoing confidence in these companies amidst market fluctuations.
See More
U.S. Stocks Decline as Oil Prices Surge Amid Iran Conflict
- Oil Price Surge Affects Markets: West Texas Intermediate crude surged 8.6% to $94.76 per barrel, while Brent crude rose 7.9%, briefly crossing $100, amplifying stagflation fears and directly impacting investor confidence in U.S. equities.
- Broad Market Decline: By midday in New York, the S&P 500 fell 1.0% to 6,700, the Dow Jones Industrial Average dropped 1.2% to 46,860, and the Nasdaq 100 declined 1.3% to 24,635, reflecting a pessimistic outlook on economic prospects amid rising oil prices.
- Dollar General Mixed Earnings: Dollar General reported Q4 fiscal 2025 diluted EPS of $1.93 on revenue of $10.9 billion, a 5.9% year-over-year increase that beat analyst estimates; however, disappointing fiscal 2026 guidance projecting same-store sales growth of only 2.2%-2.7% led to a 4.5% drop in shares.
- Fertilizer and Chemical Stocks Rise: Fertilizer and chemical stocks gained as disruptions in the Strait of Hormuz choked supply routes, with Mosaic Company shares up 8.9%, benefiting from supply constraints on critical production inputs, enhancing U.S. producers' pricing power.
See More
U.S. Stocks Decline, Dow Jones Falls Over 400 Points
- Dow Jones Decline: The Dow Jones Industrial Average fell over 400 points on Thursday, down 1.01% to 46,936.20, indicating growing concerns about the economic outlook that may dampen investor confidence.
- NASDAQ and S&P 500 Drop: The NASDAQ decreased by 1.28% to 22,425.83, while the S&P 500 also fell 1.01% to 6,707.25, reflecting widespread weakness in both tech and large-cap stocks.
- Dollar General Earnings Beat: Dollar General reported Q4 earnings of $1.93 per share, exceeding analyst expectations of $1.65, yet its stock fell approximately 7%, indicating market caution regarding future prospects.
- Commodity Market Fluctuations: Oil prices surged 8.5% to $94.64, while gold dipped 0.3% to $5,164.30, reflecting investors' search for safe-haven assets amid an uncertain market environment.
See More
Dollar General Set to Release Q4 Earnings on March 12
- Earnings Announcement: Dollar General is set to announce its Q4 earnings on March 12 before the market opens, with a consensus EPS estimate of $1.64, reflecting an impressive 88.5% year-over-year growth, indicating the company's resilience amid economic uncertainties.
- Revenue Expectations: The revenue for Q4 is projected to reach $10.82 billion, representing a 5.0% year-over-year increase, which underscores the company's stable growth in the retail market, especially in the face of increasing competition.
- Performance Beat Record: Over the past two years, Dollar General has beaten EPS estimates 38% of the time and revenue estimates 63% of the time, showcasing its reliability and execution strength in market analysis.
- Estimate Revision Trends: In the last three months, EPS estimates have seen 15 upward revisions and 1 downward revision, while revenue estimates have experienced 13 upward revisions with no downward adjustments, indicating sustained analyst confidence in the company's future performance.
See More
US Stocks Decline Amid Rising Oil Prices
- Oil Price Surge Impacts Market: WTI crude oil prices surged over 9% today following Iraq's suspension of oil terminal activities due to Iranian attacks on tankers, leading the S&P 500 to drop 1.22%, the Dow Jones by 1.32%, and the Nasdaq 100 by 1.46%, indicating market sensitivity to rising energy costs.
- Bank Stocks Under Pressure: Morgan Stanley and Cliffwater LLC capped withdrawals from their private credit funds amid investor redemption demands exceeding fund limits, causing both Morgan Stanley and KKR to decline over 4%, reflecting growing concerns about credit quality in the market.
- Mixed Economic Data: Initial jobless claims in the US fell by 1,000 to 213,000, indicating labor market strength, while January housing starts unexpectedly rose 7.2% to 1.487 million, despite building permits dropping 5.4% to 1.376 million, suggesting potential slowdowns in future construction activity.
- Optimistic Earnings Outlook: Despite market volatility, over 95% of S&P 500 companies have reported earnings, with 74% exceeding expectations, and Q4 earnings growth is projected at 8.4%, providing some support to the market, although overall sentiment remains pressured by rising oil prices.
See More
Dollar General (DG) Q4 2025 Earnings Transcript
See More
Oil Price Surge Triggers Market Volatility
- Market Volatility Intensifies: On Thursday, the Dow plunged over 500 points as Iran's new Supreme Leader announced the Strait of Hormuz would remain closed, causing Brent crude to briefly exceed $100 per barrel and West Texas Intermediate to hover around $90, leading to a bearish market sentiment as investors refrained from buying amid rising oil prices.
- Linde Stock Rises: Linde's shares increased as investors see the company benefiting from potential helium shortages linked to the Iran conflict, with Linde stating that the Middle East turmoil is neutral to net positive, allowing for price increases amid supply constraints, highlighting its strong market position.
- Corning Shares Decline: Despite Bank of America raising Corning's price target from $120 to $144, the stock fell 2%, as analysts revealed that the scale-out opportunities in data centers are much larger than previously thought, indicating a disconnect between market perception and underlying value, with Jim emphasizing its importance in their portfolio.
- Rapid Stock Review: Stocks mentioned in Wednesday's rapid review included Dicks Sporting Goods, Dollar General, and CVS Health, with Jim Cramer's charitable trust holding positions in Linde, Q, and Corning, reflecting ongoing confidence in these companies amidst market fluctuations.
See More
U.S. Stocks Decline as Oil Prices Surge Amid Iran Conflict
- Oil Price Surge Affects Markets: West Texas Intermediate crude surged 8.6% to $94.76 per barrel, while Brent crude rose 7.9%, briefly crossing $100, amplifying stagflation fears and directly impacting investor confidence in U.S. equities.
- Broad Market Decline: By midday in New York, the S&P 500 fell 1.0% to 6,700, the Dow Jones Industrial Average dropped 1.2% to 46,860, and the Nasdaq 100 declined 1.3% to 24,635, reflecting a pessimistic outlook on economic prospects amid rising oil prices.
- Dollar General Mixed Earnings: Dollar General reported Q4 fiscal 2025 diluted EPS of $1.93 on revenue of $10.9 billion, a 5.9% year-over-year increase that beat analyst estimates; however, disappointing fiscal 2026 guidance projecting same-store sales growth of only 2.2%-2.7% led to a 4.5% drop in shares.
- Fertilizer and Chemical Stocks Rise: Fertilizer and chemical stocks gained as disruptions in the Strait of Hormuz choked supply routes, with Mosaic Company shares up 8.9%, benefiting from supply constraints on critical production inputs, enhancing U.S. producers' pricing power.
See More
U.S. Stocks Decline, Dow Jones Falls Over 400 Points
- Dow Jones Decline: The Dow Jones Industrial Average fell over 400 points on Thursday, down 1.01% to 46,936.20, indicating growing concerns about the economic outlook that may dampen investor confidence.
- NASDAQ and S&P 500 Drop: The NASDAQ decreased by 1.28% to 22,425.83, while the S&P 500 also fell 1.01% to 6,707.25, reflecting widespread weakness in both tech and large-cap stocks.
- Dollar General Earnings Beat: Dollar General reported Q4 earnings of $1.93 per share, exceeding analyst expectations of $1.65, yet its stock fell approximately 7%, indicating market caution regarding future prospects.
- Commodity Market Fluctuations: Oil prices surged 8.5% to $94.64, while gold dipped 0.3% to $5,164.30, reflecting investors' search for safe-haven assets amid an uncertain market environment.
See More
