🧠 AAPL-AMZN report bangers, META-MSFT don't slay / Nvidia strikes deals with everyone to reach $5T

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🏛️ Financial News

• Federal Reserve 💵 CNBC: Fed cuts rates again, but Powell raises doubts about easing at next meeting

• US Tariffs 🗽 Yahoo! Finance: Trump floats eliminating China fentanyl tariffs as Xi makes first comments on deal

•  Administration 🏛️ CNBC: Government shutdown could cost U.S. economy up to $14 billion, CBO says

• Investor Sentiment 🏦 InvestorObserver: Economists say AI's boom is the only thing saving US economy

  • Fox Business: BlackRock's Larry Fink says US still top destination for global investors to park money

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📊 Global Markets

• S&P 500 $VOO ( ▲ 0.29% )🌍 CNBC: Nasdaq and S&P 500 close higher, thanks to Amazon, to cap off a strong week

  • Fox Business: Amazon stock hits record, lights up ETFs

  • CNBC: You could be losing out on 15% of your mutual fund and ETF returns, researchers say—how to keep more of your money

• Europe Markets $STOXX🏰 Reuters: Euro zone business conditions improving, AI is booming, ECB survey shows

• China Markets $MCHI🐉 South China Morning: Chinese stocks: investors study Beijing’s 5-year plan for hints on future market forces

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🔍 Layoff Watch

• Technology $GOOG ( ▼ 0.03% )🔍 Deadline: YouTube offers employees voluntary buyout as company embraces AI: “The next frontier”

• Technology $AMZN ( ▲ 9.58% ) 🛒 GeekWire: Amazon confirms 14k corporate job cuts, says push for ‘efficiency gains’ will continue into 2026

• MSN: Report: Amazon hopes robots can replace 600K future hires

• Transports $UPS ( ▲ 1.43% )📦 CNBC: UPS deepens job cutting to 48k as part of turnaround plan, shares surge

• Media : Studios $PARAA ( ▼ 5.93% )⛰️ CNBC: Paramount to lay off 1,000 employees, with more cuts expected 

• Automakers $GM ( ▲ 0.61% )🚘 CNBC: GM lays off more than 1,700 at sites in Michigan, Ohio, citing EV challenges

• EdTech $CHGG ( ▲ 11.25% )📚 Reuters via Yahoo! Finance: Hit by AI, edtech firm Chegg slashes 45% of workforce and names new CEO in major overhaul

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🛍 Stocks

• Holding Company $BRK.B ( ▼ 0.21% ) 💼 CNBC: Berkshire’s operating earnings jump 34%, Buffett buys back no stock and raises cash hoard to $381B

• FinTech $PYPL ( ▲ 1.97% )💳 TechCrunch: PayPal partners with OpenAI to let users pay for their shopping within ChatGPT

• FinTech $FI ( ▲ 2.3% ) 💱 Insider Monkey via Yahoo! Finance: Fiserv reports Q3 earnings, reduces full-year revenue outlook

• Media : Studios $NFLX ( ▲ 2.74% )▶️ Hollywood Reporter: Netflix ‘actively exploring’ Warner Bros. Discovery bid, hires bank to put together M&A offer

•  Media : Studios $DIS ( ▲ 0.7% ) 🏰 CNBC: Disney channels go dark on YouTube TV as carriage deal expires

• Social Media $RDDT ( ▲ 7.47% ) 😈 CNBC: Reddit stock jumps 7% after showing strong advertising and user growth

• Restaurants : Fast Casual $CMG ( ▼ 2.58% ) 🌯 Finance: Chipotle stock craters as Wall Street grows concerned after company cuts forecast

• Healthcare : Pharma $LLY ( ▲ 2.17% ) 💊 CNBC: Eli Lilly, Walmart to offer discounted retail option for obesity drug Zepbound

• Airlines $BA ( ▲ 0.47% )✈️ CNBC: Boeing stems cash burn for first time since 2023 but takes $4.9B charge on 777X delays

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🌐 Technology 

• Investor Sentiment 📊 Finance: Tech’s $380B splurge: This quarter’s winners and losers of the AI spending boom

  • Reuters via Yahoo! Finance: The great AI buildout shows no sign of slowing

• Technology $AAPL ( ▼ 0.38% ) 🍎 CNBC: Apple beats Q4 estimates on top and bottom lines, but iPhone revenue comes up short

•  CNBC: Apple crosses $4T market cap for the first time

• Technology $MSFT ( ▼ 1.51% ) 👩‍💻 CNBC: Microsoft reported better-than-expected results for its fiscal Q1 as revenue in Azure cloud business jumped 40%

• CNBC: Microsoft takes $3.1B hit from OpenAI investment

• Technology $AMZN ( ▲ 9.58% ) 🛒 CNBC: Amazon’s stock soars on Q3 beat, increased spending guidance

  • Insider via Yahoo! Finance: Amazon adds $300B in market value after blockbuster AWS earnings

  • CNN: Amazon says it didn’t cut 14,000 people because of money. It cut them because of ‘culture’

• Communications $META ( ▼ 2.72% ) 👥 Yahoo! Finance: Meta stock sinks after tax hit weighs on earnings, company touts 'notably larger' AI investments in year ahead

• Semi-conductors $NVDA ( ▼ 0.2% )⚡ Finance: Nvidia becomes first company to reach $5 trillion valuation, fueled by AI boom

  • Finance: Nvidia's $1B stake sends Nokia to decade high on AI hopes

  • TechCrunch: Nvidia expands AI ties with Hyundai, Samsung, SK, Naver

• Semi-conductors : ASICs $QCOM ( ▲ 2.05% )⚡ CNBC: Qualcomm announces AI chips to compete with AMD and Nvidia

• Data Center : Hardware $SMCI ( ▲ 3.16% )🗄️ Yahoo! Finance: Super Micro's new subsidiary to offer AI server support to US government

• B2B Technology $IBM ( ▼ 0.86% ) 🌐 Rueters via Yahoo! Finance: IBM says conventional AMD chips can run quantum computing error correction algorithm

• Autos : EV $TSLA ( ▲ 3.74% ) 🔌 CNBC: Tesla risks losing Musk if $1T pay package isn't approved, board chair says

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🦾 Artificial Intelligence

• Technology Sentiment 🌐 The Atlantic: Here’s How the AI Crash Happens

• Frontier LLMs : OpenAI 🤖 CNBC: Exclusive: OpenAI lays groundwork for juggernaut IPO at up to $1T valuation

• LLM Wrappers : Perplexity 🤖 TechCrunch: Perplexity strikes multi-year licensing deal with Getty Images 

• LLM Wrappers : Chatbots 🤖 Finance: Character.AI to block romantic AI chats for minors a year after teen’s suicide

• 📧 Subscribe to Unprompted Invest beyond Nvidia in the $15T global AI market, from infrastructure, ingest & training, and inference (Coming soon)

We’ll be back next Saturday morning to recap the week’s financial news.

Thanks to Money.com for partnering!

✨ Happy Unprompting,

Rawee
[email protected]

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