The week of August 11–15, 2025 delivered fresh all-time highs for the S&P 500, Nasdaq, and Dow Jones — despite hot inflation data. Strong consumer spending, hopes for a September Fed rate cut, and key corporate earnings moved the markets. In this recap, I’ll break down the top stock market events, major earnings (AMC, Cisco, Applied Materials, Amazon, Ford, CoreWeave, UnitedHealth, Intel, Nike, Costco, Apple, Procter & Gamble, Realty Income, Mercado Libre), plus share my own trades and dividend income from the week.

📊 Market Action

* S&P 500 (SPX), Nasdaq (IXIC), and Dow Jones (DJI) hit new record highs before Friday’s slight pullback.

* Small caps surged to six-month peaks.

* Nearly $9 billion flowed into U.S. equity funds, led by technology stocks.

👉 Related: What drove the S&P 500 higher this week?

🛍 Consumer Spending & Retail

* July retail sales rose +0.5%, showing consumer resilience.

* Winners included Costco (COST), Netflix (NFLX), and Spotify (SPOT).

* Analysts eye Nike (NKE) as a 2025 turnaround play with leadership changes and tariff benefits.

🌍 Global & Macro

* U.S.–China tariff truce supported optimism.

* Trump announced new tariffs on semiconductors and steel, boosting Intel (INTC) nearly 9%.

* In Europe:

* Shein sales surged +33% in the UK, surpassing Boohoo and Asos.

* Associated British Foods (ASBFY) acquired Hovis, creating the UK’s largest bread brand.

💡 Company Spotlights

* Amazon (AMZN): Expanded grocery delivery to 33,000+ locations.

* CoreWeave (CRWE): Stock sank post-IPO on heavier losses.

* Applied Materials (AMAT): Beat earnings but gave cautious guidance, pressuring chipmakers.

* Ford (F): Unveiled new EV platform, calling it a modern “Model T moment.”

🧾 Earnings Recap

* AMC Entertainment (AMC): $1.4B revenue, breakeven EPS — better than expected.

* Cisco (CSCO): EPS $0.99 vs. $0.97 est, $14.7B revenue, $2B in AI infrastructure orders.

* Applied Materials (AMAT): Revenue +1.1% surprise, EPS +5.2% surprise, but cautious outlook.

👉 Related: Full U.S. Earnings Calendar

💼 My Trades & Dividends (Aug 11–15)

* Sold small positions in:

* Mercado Libre (MELI): +$23

* Apple (AAPL): +$115

* Costco (COST): +$14

* Dividends received:

* Apple (AAPL): $11

* Costco (COST): $6

* Realty Income (O): $23

* Procter & Gamble (PG): $66

* Weekly Net Profit: $247

* August Month-to-Date: $985

🔮 Looking Ahead

Next week brings key U.S. economic data:

* Tuesday: Building permits, housing starts

* Wednesday: FOMC minutes

* Thursday: Existing home sales

* Friday: Fed Chair Powell’s speech at Jackson Hole

Closing:This was a cautious but profitable week, with more gains expected if the Fed signals a September cut. Stay subscribed to Wealth Dome — where we build and protect wealth.

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