
Good morning. AI demand is supposedly unstoppable, chip orders are breaking records, and Nvidia owns the market. So why are shareholders suddenly nervous?
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TOP STORY TODAY
Nvidia Stock Slides
Nvidia reported record quarterly sales of $46.7 billion (WSJ) for the July quarter, the company announced Wednesday. Net income reached $26.4 billion, up 59% year-over-year, as strong AI computing demand drove results for the world's most valuable public company.
Data center revenue hit $41.1 billion, slightly below analyst expectations of $41.3 billion. The lukewarm Q3 revenue forecast of $54 billion sent shares down nearly 3% in aftermarket trading, raising concerns about AI chip demand plateau.
CEO Jensen Huang predicts AI companies will spend $3-4 trillion over five years, with Nvidia potentially capturing 70% of that revenue. Ongoing China trade restrictions continue affecting sales projections despite recent policy changes (“AI slop” rakes in ad revenue).
BUSINESS
Sting Faces Lawsuit
Andy Summers and Stewart Copeland filed suit against Sting in London's High Court, claiming they never received songwriting credits or royalties for the 1983 hit "Every Breath You Take," court documents show.
The Police formed in 1977 and achieved a US No. 1 with "Every Breath You Take," the bestselling American single of 1983. The band split in 1984 after five albums, where Sting continued a solo career.
Sting's spokesperson denied the legal action concerned "Every Breath You Take" but provided no details. In 2022, Sting sold his entire songwriting catalogue to Universal for an estimated $300 million.
Arizona's Rizzler Berry
Arizona Beverages will release "Rizzler Berry" carbonated juice cocktail in October, the company announced. The drink originated from an April Fools' joke featuring 9-year-old TikTok star Christian Joseph Savasta, known as "The Rizzler."
The fake product post garnered over 10 million views, prompting distributor inquiries. Chief Marketing Officer Spencer Vultaggio said people "fell for it," forcing the $4 billion company to develop the actual berry-flavored beverage.
This collaboration highlights Arizona's influencer marketing strategy, spending just $129,000 on advertising versus competitors' millions. Savasta has earned nearly $1 million from brand deals, marking his first revenue-sharing partnership.
Get 1% Better
Your Muscles Make Medicine
Exercise isn’t just about burning calories. Your muscles secretly manufacture “hope molecules” — proteins called myokines that rewire your brain in real-time.
Cell & Bioscience researchers proved it: Every rep triggers muscles to pump chemical messengers that grow new brain cells.
Your hippocampus rebuilds itself.
More neurons.
Enhanced focus.
These myokines act like natural antidepressants flooding your system. Depression lifts. Mental clarity sharpens. Your muscles aren't just building strength — they're building hope. Your body is the pharmacy. Movement is the prescription.
How Navy SEALs Solve Problems
When crisis hits, Navy SEALs don't freeze — they prioritize and execute. How? Identify the biggest threat and take ownership. Act aggressively with a minimally viable plan rather than waiting for perfect information. No hesitation. No blame. Just rapid, iterative action. Decision-making under pressure separates survivors from casualties. Execute first, perfect later. Work the problem.
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