The week’s story has been one of extremes: the Fed broke its nine-month pause with a rate cut, Nvidia placed a $5B bet on Intel, and indexes surged to fresh highs. 

By Friday morning, though, the market exhaled. Intel extended its rally, but the broader advance slowed, proof that even euphoric runs need oxygen.

The bond market is where the real suspense sits. 

Yields holding near 4.1% suggest traders aren’t buying the soft-landing script just yet. 

Inflation may be receding, but the fear is that Powell’s easing path could leave it stubbornly sticky. 

Futures still price a 75% chance of another cut this year, but the question has shifted: is the Fed leading the market, or chasing it?

Elsewhere, the mood cooled in kind:

Investor Signal: This is the market’s first checkpoint after a two-day sprint. The Fed’s cut and Silicon Valley’s billion-dollar handshake offer tailwinds, but bonds are throwing up a caution flag. 

For investors, the lesson is that momentum should be embraced, but only if it’s hedged. The smartest money this week wasn’t just chasing the rally, it was balancing it.

Apple just secretly added Starlink satellite support to iPhones through iOS 18.3.

One of the biggest potential winners? Mode Mobile.

Mode’s EarnPhone already reaches 50M+ users that have earned over $325M, and that’s before global satellite coverage. With SpaceX eliminating "dead zones" worldwide, Mode's earning technology can now reach billions more in unbanked and rural populations worldwide.

Their global expansion is perfectly timed, and you still have a chance to invest in their pre-IPO offering before it closes. 

55,000 investors participated in Mode’s previously sold out offering and limited space remains in the current round.

With their recent 32,481% revenue growth and newly reserved Nasdaq ticker, Mode is one step closer to a potential IPO.

🚨 Share price alert - last chance to invest before the price moves.

Disclosures

Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.

The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.

In making an investment decision, investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. Mode Mobile has filed a Form C with the Securities and Exchange Commission in connection with its offering, a copy of which may be obtained here: https://www.sec.gov/Archives/edgar/data/1748441/000164117225025402/ex99.pdf

A clash between Washington, broadcasters, and late-night TV has turned into a test of media independence. 

After FCC pressure, ABC suspended Jimmy Kimmel’s show indefinitely, citing backlash over comments tied to conservative activist Charlie Kirk. 

President Trump escalated the tension, suggesting networks critical of him should lose their broadcast licenses.

The flashpoint isn’t just about ratings or rhetoric… 

It’s about leverage. Nexstar, the nation’s largest station operator, is seeking FCC approval for a $6.2B merger with Tegna. Disney, ABC’s parent, needs FCC clearance for ESPN’s NFL Network acquisition. 

That leaves broadcasters balancing free speech against regulatory risk.

Investor Signal: Media isn’t just a cultural battlefield, it’s a regulatory one. As political pressure collides with merger approvals, investors should watch how FCC authority is wielded. 

The precedent here could ripple into deal-making, corporate strategy, and even how “public interest” gets defined in future media consolidation.

FedEx surprised markets with a delivery that mattered more than any package: earnings well ahead of expectations. 

Revenue hit $22.2B, EPS climbed to $5.05, and margins widened as cost cuts and express volumes did the heavy lifting. Management raised full-year guidance, and the stock moved higher on cue.

But the real story isn’t just numbers.

FedEx sits at the crossroads of consumer demand, e-commerce, and global trade — and the company’s rebound tells us something broader. 

Freight and parcel volumes remain below pandemic peaks, yet efficiency gains and a pickup in express deliveries suggest global supply chains are sturdier than the headlines imply.

Investor Signal: FedEx is proving it can do more with less, turning leaner operations into stronger profits. 

That resilience undercuts hard-landing fears and points to an economy where demand may be cooling, but not collapsing. For investors, the message is clear: watch the trucks, and you’ll see where growth is really moving.

Right now, a rare window has opened in the Nasdaq…

A handful of high-potential stocks—some trading for $5 or less—are flying under the radar. These are quality companies with strong fundamentals that Wall Street has seriously overlooked.

But not for long.

Smart investors are already positioning themselves for potential triple-digit gains once the market catches on.

We’ve just released our FREE report revealing 4 of the most undervalued Nasdaq stocks with breakout potential.

(By clicking the links above, you agree to receive future emails from us and our partners. You can opt out at any time. - Privacy Policy)

👉 These stocks are cheap.
👉 The upside could be massive.
👉 And the time to act is now—before prices start to run.

Click below to get your free report now and receive two complimentary bonus subscriptions to help sharpen your edge in today’s fast-moving market.

Click Here to Download Your FREE Nasdaq Stock Report Now

(By clicking the links above, you agree to receive future emails from us and our partners. You can opt out at any time. - Privacy Policy)

Nvidia’s $5B stake in Intel has Wall Street buzzing, but the deal is more than a vote of confidence, it’s a maneuver shaped by geopolitics. 

CEO Jensen Huang called it “an incredible investment,” even as he cautioned about rising friction with Beijing. 

The backdrop: reports that China may widen its blacklist of U.S. AI chips, threatening Nvidia’s fastest-growing line of business.

That makes Intel more than a partner. 

For Washington, Nvidia’s tie-up is a hedge: channel more compute capacity at home, while reducing reliance on a market that could close overnight. 

For Nvidia, it’s a bet that resilience will matter as much as speed in the AI arms race.

Investor Signal: Semiconductors aren’t just growth stocks — they’re instruments of policy. Nvidia’s move into Intel isn’t only about profit; it’s about building a shield in a sector where market share and national security now overlap. For investors, the message is clear: the AI boom will be fought on balance sheets and borders.

The shockwaves from Nvidia’s $5B tie-up with Intel rattled Wall Street, and AMD caught the stray. 

Shares dipped Thursday on fears the new alliance could box it out of the next chip cycle.

But analysts weren’t buying the doom. AMD still leads in certain high-performance compute niches, and its foundry partnerships give it flexibility Intel can’t yet match. 

In other words, the Intel–Nvidia handshake shifts the spotlight, but it doesn’t rewrite the script.

The bigger picture is consolidation, not collapse. 

Nvidia’s bet on Intel is about securing supply in an era of geopolitical choke points, not burying rivals. For AMD, that means the competitive board is changing, but not tilting fatally against it.

Investor Signal: AMD’s growth story remains intact, anchored in data centers, gaming, and AI workloads. Far from signaling decline, the shake-up may sharpen AMD’s differentiation. For investors, that’s often where the best returns are born — not in dominance, but in being the indispensable alternative.Paste your section copy here…

Satellites are no longer the stuff of science fiction, they’re becoming the next pillar of global infrastructure. 

Analysts now peg the commercial satellite market at $200B, fueled by a convergence of broadband expansion, constellation buildouts, and defense demand.

The space isn’t just crowded with hype; it’s anchored by necessity. 

Governments want secure communications, consumers want seamless broadband, and corporations want global coverage. One name flagged: Viasat, straddling both defense and commercial lanes with the capacity to capture a widening flow of spend.

The narrative shift is subtle but powerful: satellites are moving from frontier tech to backbone utility. 

Like fiber before it, owning orbital capacity means controlling a choke point in the digital economy.

Investor Signal: This is no longer about moonshots — it’s about cash flows. Satellites are on track to deliver the steady, utility-like returns that portfolios crave as counterweight to semis and software. In a world chasing the next AI winner, the smarter play may be to look up.Paste your section copy here…

Darden Restaurants served up more than breadsticks this quarter, it delivered a window into the consumer’s wallet. 

Sales at Olive Garden and LongHorn Steakhouse climbed, offsetting softness in smaller chains. Same-store sales rose 2.7%, with traffic holding steady despite higher menu prices.

That resilience matters. Darden isn’t just another restaurant group; it’s a proxy for middle-income dining habits. 

If customers are still filling tables at Olive Garden, it signals that discretionary spending may be sturdier than feared, even as households juggle inflation and tighter credit.

Investor Signal: In a market full of mixed signals, casual dining is acting like a barometer. Darden’s strength suggests the consumer still has fuel left, maybe not for luxury splurges, but for comfort meals that keep the economic engine running. 

For investors, that’s reassurance that the demand floor hasn’t cracked.

Markets ended the week caught between relief and resistance. 

The Fed’s first cut of 2025 gave equities fresh oxygen, but bond yields refused to budge, signaling doubts that inflation will fade easily.

At the same time, Nvidia’s $5B stake in Intel didn’t just jolt a laggard stock — it reframed semiconductors as strategic assets at the intersection of Wall Street and Washington. 

Add in FedEx’s stronger earnings and Darden’s steady diners, and the picture sharpens: global trade and U.S. consumers look sturdier than the gloom suggested.

Investor Signal: Resilience is the through line, but skepticism still shadows it. 

The bond market isn’t ready to declare victory, and that keeps risk assets honest. Into the weekend, attention shifts to Tokyo, where the Bank of Japan will decide whether to echo the Fed’s easing or stand alone.