Dow Hits Record High as UnitedHealth Soars on Berkshire Bet

Major Indices Showed Mixed Performance :

S&P 500 (SPX): -0.29%

Dow Jones (DJI): +0.08%

Russell 2000 (RUT): -0.55%

On August 15, 2025, the Dow Jones Industrial Average (DJI) rose 0.1%, reaching an all-time high, driven by a 12% surge in UnitedHealth (UNH) shares after Berkshire Hathaway revealed a stake.

The S&P 500 and Nasdaq Composite fell 0.3% and 0.4%, respectively, but all major indexes posted weekly gains (Dow +1.74%, S&P 500 +0.94% and Nasdaq +0.81%).

Investors anticipate Federal Reserve Chair Jerome Powell’s upcoming Jackson Hole speech, expecting signals on interest rate cuts, with an 87% chance priced in for September.

Semiconductor stocks dropped, with Applied Materials (AMAT) plunging 14% due to weak guidance, while Intel (INTC) gained 3% amid reports of potential government support.

Health insurance stocks rose, led by UnitedHealth. Bitcoin fell to $115,000, and the 10-year Treasury yield rose to 4.322%.

10:00 am- Home builder confidence index for Aug (Median forecast 34 vs previous 33)

The index gained +0.08% to close at 44,946.12.

Support for the day: 44,841.51, with potential upside levels at 45,015.64 and 45,077.95.

The index closed at 23,712.07, with support for the day at 23,659.34 and potential upside levels at 23,748.55 and 23,800.38.

The index closed at 6,449.80, with support at 6,429.97 and potential upside levels at 6,458.64 and 6,480.99.

The price was trading at $642.69 pre-market, with support at $641.53 and potential upside levels at $644.39 and $645.62.

The price was trading at $575.96 pre-market, with support at $573.98 and potential upside levels at $577.98 and $579.25.

The price was trading at $227.13 pre-market, with support at $225.94 and potential upside levels at $228.19 and $228.97.

The price was trading at $294.40 pre-market, with support at $293.40 and potential upside levels at $295.77 and $296.55.

The price was trading at $27.03 pre-market, with support at $26.86 and potential upside levels at $27.20 and $27.45.

Bitdeer Technologies Group (NASDAQ: BTDR) is scheduled to release its Q2 2025 earnings on August 18, 2025. Analysts expect Q2 revenue of $100.95 million and earnings per share (EPS) of $0.06.

For the full year 2025, revenue is projected at $527.33 million (down from $543.58 million estimated 90 days ago) and EPS at $1.24 (up from $0.96). For 2026, revenue estimates have decreased from $1.12 billion to $1.08 billion, and EPS estimates have dropped from $1.33 to $0.96.

The stock was trading at $13.68 pre-market, with support at $13.56 and potential upside levels at $13.78 and $13.845.

Riskified Ltd. (NYSE: RSKD) reported Q2 2025 results on August 18, 2025, with revenue of $81.06 million (up 3% YoY), GMV of $36.43 billion (up 4% YoY), GAAP gross profit margin of 49%, and a net loss of $11.63 million ($(0.07) per share), while Adjusted EBITDA was $2.13 million (3% margin).

For the first half of 2025, revenue reached $163.45 million (up 5%), with a net loss of $25.52 million. Highlights include new merchant wins across verticals and geographies, upsell success in tickets and live events, a multi-product launch with a Japanese fashion retailer, innovative AI solutions for agentic ecommerce, a partnership with HUMAN Security, and $23.3 million in share repurchases, with an additional $75 million authorized (total ~$85 million outstanding). The company raised FY 2025 revenue guidance, reflecting confidence in AI-driven fraud prevention and market expansion.

The stock was trading at $5 pre-market, with support at $4.98 and potential upside levels at $5.0501 and $5.07.

Palo Alto Networks (PANW) is set to release its fiscal Q4 and full-year 2025 financial results on August 18, 2025, after U.S. markets close. Analysts expect Q4 revenue of $2.5 billion, a 14.27% year-over-year increase, and EPS of $0.89, in line with company guidance.

The fiscal Q3 showed 15% revenue growth to $2.3 billion and 34% growth in Next-Generation Security ARR to $5.1 billion, though the 76% non-GAAP gross margin slightly missed expectations, raising concerns about cost management and pricing.

The earnings report is critical for PANW to reinforce its cybersecurity market leadership amid a rapidly evolving threat landscape. Bearish concerns include whether PANW's growth relies too heavily on acquisitions rather than organic innovation and if its ARR model limits flexibility. Wall Street remains optimistic, suggesting significant upside, but stronger guidance may be needed to shift sentiment and drive bullish price action.

The stock was trading at $177.99 pre-market, with support at $177.27 and potential upside levels at $180.04 and $182.34.

Fabrinet (FN), a key supplier to Nvidia and Amazon, has seen its stock surge 95% since April, reaching all-time highs ahead of its Q4 fiscal 2025 earnings on August 18, 2025.

Specializing in advanced optical packaging and precision manufacturing, FN produces critical components for AI data centers, driving 13% average revenue growth over five years and 28% GAAP earnings growth over four years, with projected revenue increases of 18% in FY25 and 17% in FY26 to $3.95 billion. Nvidia accounts for ~35% of FN’s FY24 revenue, and a March deal with Amazon for 381,922 share warrants at $208.4826 strengthens its AI infrastructure role.

The stock was trading at $333 pre-market, with support at $329.97 and potential upside levels at $335.15 and $337.47.