Future Investing
Big Tech Stocks Continues To Surprise | Tech Frenzy
9/26/2025, 2:16:08 AM
Economic Summary
- Stablecoin adoption increasing
- Government approval for crypto gains
- AI models expanding with new tasks
- Cloud and data center demand growing
- Tariffs a potential short-term headwind
Bullish
- Nubank hires crypto leader Michael Rahani
- Nubank could surpass $100B market cap
- Bitmine rapidly acquiring Ethereum
- Stablecoins growing in total usage
- SoFi Plus adds new customer benefits with Vivid Seats
- Meta may use Google Gemini for targeted ads
- AWS retains Anthropic as major AI client
- Amazon strong in logistics and e-commerce
- OpenAI GDP Val measures real-world AI value
Bearish
- BMNR down 18% in last five days
- Ethereum price drop reduces asset values by ~10%
- AWS losing market share to Microsoft Azure
- Tariffs may impact Amazon's business
- Quantum computing commercial applications uncertain
Bullish tickers
NUBMNRSOFIGOOGLAMZNNVDAETH
Bearish tickers
BMNRETHAMZNIONQ
People mentioned
Michael RahaniWarren BuffettVlad TenevDrew AllerTom LeeTrevor MiltonElon MuskMark ZuckerbergJensen WongMartin ShkreliAmitRamSam AltmanRoyChris PatelTevis