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FedEx Proves Resilience | Nvidia Bets on Intel | AMD Holds Its Ground | The $200B Satellite Boom | Breadsticks as Barometers

Sep 19, 2025

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12 min read

FedEx Proves Resilience | Nvidia Bets on Intel | AMD Holds Its Ground | The $200B Satellite Boom | Breadsticks as Barometers

Markets pause after Intel’s surge and a Fed cut, bonds flash resistance, FedEx delivers global confidence, Nvidia and Intel redraw chip geopolitics, AMD sharpens its edge, satellites emerge as infrastructure.

Dio Pouerie
Dio Pouerie
The Cut Is In. The Debate Just Began. And what does Nvidia’s $5B Move Really Mean

Sep 18, 2025

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10 min read

The Cut Is In. The Debate Just Began. And what does Nvidia’s $5B Move Really Mean

Gradual easing collides with a $5B Intel surprise — bonds push back, semis surge, and the Bank of Japan takes the stage next.

Chris Henry
Chris Henry
The Fed’s Quiet Cut, Meta’s Bold Bet, Lyft’s Robotaxis

Sep 18, 2025

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11 min read

The Fed’s Quiet Cut, Meta’s Bold Bet, Lyft’s Robotaxis

Central banks slow and steady, AI firms wrestle with governance, and robotaxis roll into Nashville.

Dio Pouerie
Dio Pouerie
The Fed Was Expected. This Is What Investors Missed

Sep 17, 2025

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10 min read

The Fed Was Expected. This Is What Investors Missed

Beyond the cut, today’s story is electricity, tickets, uranium, and solar—capital is already choosing its winners.

Dio Pouerie
Dio Pouerie
Powell’s Test Could Break The Rally, StubHub’s $8.6B Bet, FedEx Caught in Trade Crossfire

Sep 17, 2025

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9 min read

Powell’s Test Could Break The Rally, StubHub’s $8.6B Bet, FedEx Caught in Trade Crossfire

Markets hold near highs as the Fed takes center stage. Oracle expands its AI push, and FedEx gets hit by Washington’s import crackdown.

Dio Pouerie
Dio Pouerie
From Housing Cuts to IPO Pops: The Fed Sets the Stage

Sep 16, 2025

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11 min read

From Housing Cuts to IPO Pops: The Fed Sets the Stage

Homebuilders slash prices, Netskope goes public, and GE Aerospace breaks a ceiling

Dio Pouerie
Dio Pouerie
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