Think of yesterday as the Fed’s version of a soft landing rehearsal: a quarter-point cut, Powell steady on the podium, and projections for two more reductions by year-end. Relief showed up in the tape, but no one’s celebrating with champagne yet — 

Chips led the rebound, Nasdaq-100 futures climbed, and the mood was more exhale than euphoria.

The Fed’s signal was subtle but clear: job growth is now the obsession. 

Inflation is still above 2%, but with just 22,000 jobs added last month, the central bank is shifting its weight toward propping up employment. That reprioritization carries real-world effects:

Global context matters too. The Bank of England meets today and may dial back its balance-sheet unwind (quantitative tightening). The Bank of Japan, which is still the only major central bank clinging to negative rates, reports tonight. Norway has already trimmed on their end. 

Add falling Treasury yields (~4.05% on the 10-year) and a mixed dollar, and you’ve got a cross-current investors can’t ignore.

The bigger picture: Powell can map dots, but the path matters more than the point. 

As long as “slow and steady” holds, dips in duration and quality growth should keep finding buyers. 

The real swing factors? A labor market stumble or a BoJ surprise strong enough to ripple through currencies and reset risk appetite.

“Apple used to really bring out products that would blow people’s minds.” Those are Elon Musk’s words. 

Today, Apple’s strategy looks less like innovation, and more like repetition. But a new smartphone company is stepping up to deliver the mind-blowing moments we've been missing.

Turning smartphones from an expense into an income stream, Mode Mobile has already helped users earn and save $325M+ and achieved a staggering 32,481% revenue growth rate over three years.

Uber did it to taxis, Airbnb did it to hotels…And now, Mode Mobile is doing it to the $500 billion smartphone industry.

Now, with their Nasdaq ticker $MODE secured, investors still have a chance to get in before a potential IPO.

⏳Share price changing soon - invest now.

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

Elon’s AI startup has the ambition of OpenAI and the swagger of Tesla, but right now, it’s stumbling over its own feet. 

Reports of senior departures and governance clashes surfaced this week, raising questions about how one of AI’s biggest spenders is really being run.

The backdrop: xAI has been burning cash to compete in the model arms race, leaning heavily on Musk’s empire for compute power and capital. 

That empire gives xAI a cushion — SpaceX rockets and Tesla cash flows can prop up experiments others would struggle to finance. 

But it also blurs the line between visionary bets and shareholder risk.

The upside: A reset is possible. With Musk, execution can flip overnight if governance tightens and the right lieutenants are in place. 

The downside: If the company’s funding gets chunky and dilutive, or Tesla itself is pulled in to backstop the venture, investors may start questioning whether capital discipline still applies.

Investor Takeaway: xAI isn’t just another startup — it’s a signal. Suppliers from chipmakers to power providers are exposed to Musk’s buildout pace. 

If xAI slows, the ripple runs through the entire AI infrastructure stack. The smarter play is to keep exposure broad rather than leaning too hard on any one “trophy buyer.”

Meta isn’t just dreaming AI; it’s executing on two fronts simultaneously. 

At its Connect event, Mark Zuckerberg unveiled the Meta Ray-Ban Display glasses — pricey at $799, built-in display, and controlled in part via a neural wristband. 

It’s a step toward everyday wearable AI. 

Meanwhile, Meta is also quietly shifting how it sources content. The company is in talks with major publishers like News Corp, Fox, and Axel Springer to license articles for use in its AI tools — a pivot from earlier “scrape first, settle later” tactics. 

On the one hand, there's a clear upside. The glasses bring meta-AI experiences into more intimate, everyday interactions. If people accept paying for wearables, this could become a beachhead for “always-on” AI interfaces. 

On the content side, licensing deals could boost content quality, reduce legal risk, and create a recurring revenue stream for publishers. Meta gets cleaner training data; publishers get paid. 

But of course, there’s friction. Hardware margins are typically thin and early reviews point out that some demos were glitchy. 

Investor Takeaway: Meta is betting on both the hardware you wear and the content that powers AI. 

That mix could be powerful, but it may also strain resources. For publishers, treat these deals as bonus upside, more about boosting valuations than near-term profits.

Netskope made its public debut yesterday, raising about $900 million and landing a valuation north of $7 billion. 

The strong pricing keeps the IPO window open — and sends a signal that cybersecurity remains a spending priority, even as broader growth cools.

For investors, the read-through is enlightening: budgets for cloud and network defense aren’t being cut, which bodes well for other cybersecurity players like Zscaler, Palo Alto Networks, and CrowdStrike. 

The new comps also give analysts more data points to benchmark the sector, a healthy backdrop for multiples.

Still, IPO dynamics haven’t changed. Netskope’s float is tight now, but as lockups expire and analyst coverage kicks in, volatility will follow. And in today’s market, any growth stumble gets punished fast.

Investor Takeaway: Cybersecurity IPOs are flashing resilience. The smarter play is balance — hold steady names, keep a little room for newcomers, and use volatility to build positions rather than chase spikes.

Congress just approved President Trump's latest plans for the dollar – and they're so bold that one central bank chair says we haven't seen anything like it in almost a century.

Our Wall Street insider says it's the start of a once-in-a-lifetime investing opportunity, IF you act now. 

Get the three steps to take this month to put yourself on the right side of this $30 trillion money move.

Lyft shares jumped 14% after announcing a partnership with Alphabet’s Waymo to roll out robotaxis in Nashville next year. 

At first, rides will be booked through Waymo’s app, with Lyft handling the behind-the-scenes work — maintenance, charging, and fleet logistics.

Partnering with a proven AV player gives Lyft credibility in the autonomous race and a potential path to stronger margins over time. 

The challenge will likely be execution, scaling driverless fleets is still fraught with regulatory hurdles and reliability questions.

Investor Takeaway: For Lyft, this isn’t just another city launch — it’s a chance to stake a claim in the robotaxi future. Early gains may be more about sentiment than profits, but the stock now carries optionality on a bigger, more automated ride-hailing model.

As markets open, three storylines set the tone:

The Fed delivered relief, not fireworks, and that distinction matters. Investors have shifted from asking if cuts are coming to how the path unfolds. 

Central banks abroad now join the chorus, and every data point on jobs or inflation will carry more weight than Powell’s dots.

Beneath the surface, the flows are telling their own story: chips bouncing with yields down, IPOs proving that risk appetite still lives, and platforms like Meta trying to reshape both the interface and the inputs of AI. 

Each is a reminder that markets don’t just trade policy — they trade the infrastructure of growth.

The signal into the close: policy optionality at the top, resilience at the edges. Relief rallies are fragile, but for now, capital is still finding places to work.