Twenty-four hours later? |
The 10-year fell back to 4.94%. Oil dropped again. And the Nasdaq jumped 1.7%. |
All three major indexes snapped a three-day losing streak. |
But there was one corner of the market particularly happy to see yields heading the other way. |
Semiconductors jumped 3.1%.
⚡ Closing Bell: |
→ Dow Jones: ▲ 0.61% to 51,778.04 › Blue chips joined the rebound, but couldn’t keep up with tech.
→ S&P 500: ▲ 1.14% to 7,637.76 › Nine of 11 sectors finished higher, with technology leading the way.
→ Nasdaq: ▲ 1.69% to 26,418.30 › Tech came roaring back as yields retreated, helped by a 3.1% jump in semiconductors.
→ Russell 2000: ▲ 0.6% › Small caps joined the comeback after three straight losing sessions.
What a difference a day makes.
After three straight losing sessions, it’s green again! |
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#TRUTH:
❗❗❗ ❝ The beginning is always today. ❞ ~ Mary Shelley |
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Double or Nothing |
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Jensen Huang said Thursday that he expects Nvidia to sell 2× as many chips next year as it does this year. |
Not twice the revenue. Not twice the AI GPUs specifically. |
Twice the number of chips. |
It now sells CPUs, networking and switch chips, optical networking silicon, automotive and robotics chips, laptop chips and even the processor inside Nintendo’s Switch 2. |
Still, AI is doing most of the heavy lifting. |
Huang said demand is spreading across industries, economies and countries as more of them invest in AI infrastructure. |
And Nvidia is already planning around some enormous numbers. |
The company recently said it expects 70% revenue growth in the fiscal year ending January 2028, putting it on track for roughly $673 billion in annual revenue. |
For some perspective, Huang said last fall that Nvidia had shipped 6 million Blackwell GPUs in four quarters. |
Now he expects the company’s overall chip count to double next year. |
Turns out, selling the picks and shovels works even better when everyone keeps ordering more shovels.
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While Trump's approval is plummeting over Iran… hedge fund legend Larry Benedict says it's a huge opportunity. One ticker has given folks a chance at payouts like $2,482, $7,623, and $8,704… All in under eight days.
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One Man’s Trash... |
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Apparently, a failed startup can still have something valuable left to sell. |
SpaceX has held internal discussions about buying customer and operational data from troubled or defunct startups, according to Bloomberg. |
The idea is straightforward: instead of creating every training dataset from scratch, SpaceXAI could buy existing data on the cheap and use it to help train Grok. |
And there’s already a precedent. |
Google recently offered $10 million for business data from Spirit Airlines after the carrier wound down operations, a proposal that also raised privacy concerns. |
For SpaceXAI, it would mark a shift. The company has largely relied on data from X, its own AI tutors and information from elsewhere inside Musk’s companies. |
Musk recently told SpaceX employees that Grok would eventually be trained on “the sum total of all SpaceX information.” |
Now the company is considering looking outside the family, too. |
Turns out, even a dead startup can have valuable leftovers. |
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All Night Long |
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The stock market just took another step toward never closing.
The SEC on Thursday opened a temporary path for certain U.S.-listed stocks to trade onchain in tokenized form. |
In simple terms? |
Take a regular stock. Put ownership of it on a blockchain. Trade it there. |
The exemption will run for five years, giving approved venues room to experiment with tokenized stocks while the SEC considers longer-term rules. There are limits on which stocks and how much can trade, and the tokens must carry the same rights as the traditional shares they represent. |
Investors immediately found one obvious beneficiary. |
Securitize jumped 14.9% Thursday, after climbing as much as 24% intraday. |
The company already controls roughly 9% of the tokenized-asset market by assets under management, according to CNBC, while the broader market has grown to about $38.5 billion, up more than 70% over the past year. |
This is still an experiment, not a replacement for the NYSE. The SEC itself describes the exemption as temporary and designed partly to see how onchain and traditional markets interact. |
But the direction is getting harder to miss. |
The closing bell may eventually need a new job. |
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Gains & Pains: |
Gains:
→ Generac (GNRC): ▲ 18.99% › Led the S&P 500 after announcing a $2.4 billion deal to supply generators for Amazon data centers, closing at $208.37.
→ Super Micro Computer (SMCI): ▲ 10.27% › AI server shares surged to $40.64 as tech and semiconductor stocks rallied.
→ Intel (INTC): ▲ 9.62% › Chip shares extended their rally, finishing at $110.77.
→ Hewlett Packard Enterprise (HPE): ▲ 8.52% › Joined Thursday’s tech rally, closing at $61.36.
→ AMD (AMD): ▲ 6.99% › Semiconductor strength pushed shares to $548.31.
→ Moderna (MRNA): ▲ 6.69% › Continued its recent run, closing at $155.36. |
😬 Pains:
→ Fluence Energy (FLNC): ▼ 15%+ › Sank after cutting its fiscal 2026 revenue outlook, citing delays at its Houston facility.
→ T-Mobile (TMUS): ▼ 4.47% › Telecom shares fell to $168.38.
→ Copart (CPRT): ▼ 4.20% › Fell to $29.53 after launching its tender offer to acquire ACV.
→ Paramount Skydance (PSKY): ▼ 3.77% › Slid to $10.72 as Barclays flagged risks surrounding a potential Warner Bros. Discovery deal.
→ Axon Enterprise (AXON): ▼ 3.40% › Dropped to $452.48 after pricing a $1 billion convertible-note offering.
→ AppLovin (APP): ▼ 3.16% › Fell to $316.25, standing out on an otherwise strong day for tech.
→ Reddit (RDDT): ▼ 3.20% › Shares slipped to $152.56. |
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Escapes: |
Sandstone Falls on the New River Gorge National Park📍 West Virginia 🇺🇸 |
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Commodities Check : ✔️ |
→ Brent Crude: ▼ ~1% to $104.82/barrel › Fell for a second straight session as additional Saudi crude shipments through Oman eased some immediate supply concerns.
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→ WTI Crude: ▼ ~0.5% to $101.91/barrel › Briefly dipped below $100 during the session before recovering. |
→ Gold: ▲ ~1.9% to around $4,343/oz › Rebounded from Wednesday’s drop as Treasury yields and the dollar retreated. |
→ Silver: ▲ ~2.2% › Outpaced gold as precious metals bounced following the Fed-driven selloff. |
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The stinger: |
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Disclaimer: |
This letter is not offering investment, trading, or investment advice nor is based on any individual portfolio or business operation. We are not a registered investment, stock nor commodity advisor. One should consult with their own registered advisor to discuss investment strategies that are appropriate for their business or personal goals, risk tolerance and financial situation. Information in this report and on any website is derived from a variety of source believed to be reliable however no representation is made that the information is accurate, complete or correct. These lessons, newsletter and site content is not intended nor shall not constitute or be construed as an offer or recommendation to “buy”, “sell”, “trade” or invest in any securities, commodities, futures, options or other asset referred to in said lessons, reports or newsletters. Rather, this research is intended to identify situations and circumstances that those in the trading community should be aware of to better help assess and improve their own risk management skills. |
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