Amit Kukreja
NVIDIA BUYS $5B OF INTEL, META NEW GLASSES, MARKETS REACT AFTER THE FIRST RATE CUT | MARKET OPEN
9/18/2025, 4:04:01 PM
Economic Summary
- Fed cut rates 25 bps, signaling dovish stance
- Powell prioritizes labor market over inflation concerns
- GDP growth estimated near 4%
- Retail sales beating expectations
- Inflation around 2.9% but trending lower
- Tariffs producing revenue without major inflation impact
Bullish
- NVIDIA took $5B stake in Intel to co-develop AI chips
- Palantir secured $1B UK Ministry of Defence deal
- Rate cut of 25 bps seen as dovish and pro-growth
- Google-PayPal AI commerce partnership announced
- UK attracting multi-billion tech investments
- Grab sustained breakout above $6.50
- Nuclear energy stocks gaining momentum on policy support
Bearish
- Meta event had multiple failed demos harming perception
- AMD down due to NVIDIA and Intel partnership concerns
- Income inequality remains unresolved despite rate cuts
- Opendoor and some rate-cut plays trading lower
- Uber appears desperate for Tesla partnership
Bullish tickers
NVDAINTCPLTRGOOGLPYPLGRABOKLO
Bearish tickers
METAAMDOPENUBER
People mentioned
Donald TrumpJerome PowellTom LeeJensen HuangMark ZuckerbergJames CameronElon MuskDara KhosrowshahiCathie WoodDavid TepperElizabeth WarrenStanley Druckenmiller