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Hello Capitalists,
Here is everything you should be following today:
Trump gears up to go head to head with China’s Xi in person
Tariffs, Farmers, TikTok, Boeing Jets and Nvidia Chips all on the agenda
Stocks SHATTER all time records across the board
Nvidia blows minds with an AI onslaught into U.S. industry
Uncle Sam is getting 7 Nvidia super computers
Telecoms, Medical and Quantum computing are all getting upgrades
Bill Gates furiously back peddles on Climate Change Doomsday rhetoric
The U.S. and Japan seal the deal on Rare Earth metals to box in China
The Fed to announce its rate decision today, we have the preview
Today’s markets + assets:
✅ DOW: 47867.32 (⬆️ 0.34%)
✅ S&P: 6901.29 (⬆️ 0.15%)
✅ NASDAQ: 23935.23 (⬆️ 0.45%)
⚠️✅CBOE VIX Volatility Index: 16.77 (⬆️ 2.13%)
✅ Gold: $4009.9 (⬆️ 0.67%)
✅ Silver: $47.985 (⬆️ 1.42%)
🔴 Bitcoin: $111,189 (⬇️ 1.20%)
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Trump gears up for the massive China trade summit
President Donald Trump, caught on a hot mic at a South Korean state dinner, revealed his pivotal Thursday summit with China’s Xi Jinping [ [link removed] ]will stretch three to four hours, [ [link removed] ] while predicting peace with Kim Jong Un’s North Korea based on their “great” rapport.
Hot mic exposes summit length: Trump casually disclosed to aides his Xi meeting—first since 2025 tariffs—promises trade breakthroughs for both nations saying: “We’re going to have something that’s going to be very, very satisfactory to China and to us. I think we’re gonna have a — I think it’s going to be a very good meeting. I look forward to it tomorrow morning when we meet,”
Tariffs halve amid crackdown: U.S. eyes cutting duties to 10% if Beijing curbs chemical exports of fentanyl ingredients, dropping average Chinese import duties from 55% to 45%.
Farmers enter trade talks: Trump has flagged U.S. farmers as a key agenda item with Xi, signaling potential boosts to agricultural exports like soybeans hit by prior tensions.
Nvidia chips on table: Exports of advanced Blackwell AI chips to China are likely going to appear in discussions, easing U.S. tech restrictions for broader deal.
Rare earths, Boeing, TikTok eyed: Experts predict Beijing concessions on rare earth access , buying Boeing jets and the sale of TikTok to avert Tump’s 100% U.S. tariff threat by Nov. 1.
Kim bromance fuels optimism: Trump vows North Korea “will be” a nicer neighbor, eyeing future talks despite no reunion this trip. Speaking to reporters on Airforce One Trump stated: “I’d love to meet with him if he’d like to meet. I got along great with Kim Jong Un. I liked him, he liked me,”
Trade pact nears with Seoul: Trump’s Asia trip, intended to build stronger ties with Pacific allies also sees U.S.-South Korea finalize a deal for $350B investments in the U.S. Trump has also urged South Korea to that a tougher stance on China, including a higher defense spend.
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Stocks SHATTER all time records on a bumper crop of good news
Wall Street soared to fresh all-time highs [ [link removed] ] Tuesday on the back of good news from Nvidia, Paypal and OpenAI propelling the Dow, S&P 500 and Nasdaq to record closes ahead of the Fed’s expected rate cut.
S&P touches 6,900: For the first time in history the S&P500 reached 6900. The Dow closed +0.34% and the Nasdaq +0.8%.
PayPal rockets 14%: Paypal roared in premarket trading after beating earnings and announcement to partner with OpenAI in a payments tie-up. UPS also jumped +8% on strong forecasts.
Fed Cut A Forgone Conclusion?: Traders believe that a rate cut is a near certainty which buoyed confidence.
The Big Boys Report In: Meta, Microsoft and Alphabet (Google) are all set to report earnings after the markets close today. The market cap of these three combined is a staggering $9.1 Trillion dollars.
Nvidia stock goes STRATOSPHERIC as they blow minds at DC tech conference
Nvidia surged past a historic $5 trillion valuation Wednesday, [ [link removed] ] becoming the first company ever to hit the milestone amid explosive AI boom, leaving Apple and Microsoft trailing at $4 trillion each.
Shares explode over 50% YTD: The stock jumped 4%+ Wednesday after a +5% Tuesday close, capping a blistering year fueled by unrelenting AI demand.
$500B AI orders locked in: CEO Jensen Huang revealed a massive chip backlog, with $500B worth of orders already locked in, powering Nvidia’s dominance [ [link removed] ] in artificial intelligence infrastructure.
Seven supercomputers for Uncle Sam: Huang announced a landmark U.S. government deal with the Energy Dept. to provide seven new AI supercomputers [ [link removed] ] to supercharge U.S. infrastructure in robotics and forecasting underscoring Nvidia’s pivotal national security role in AI supremacy.
Made In The USA: Nvidia CEO Jensen Huang, at the GPU Technology Conference (GTC) in Washington, D.C., Tuesday, announcing full U.S. production of Blackwell AI chips in Arizona—fulfilling President Trump’s national security mandate and igniting America’s AI dominance.
Quantum Leap Unlocked: Nvidia announced NVQLink a system that connects quantum computer chips to Nvidia GPUs, [ [link removed] ] partnering with 17 quantum computing startups to help correct errors in quantum computing development of apps that will revolutionize research.
NVIDIA’S $1B Nokia Bombshell Ignites 22% Surge!
Nvidia stunned the tech world Tuesday by snapping up a $1 billion stake in Nokia, [ [link removed] ] [ [link removed] ]catapulting Nokia’s shares 22% skyward amid a blockbuster AI-6G partnership unveiled at the GTC.
Bolsters U.S. tech dominance: Huang hails “AI data center in every pocket,” countering China’s Huawei while funding Nokia’s AI pivot.
Massive Investment: Nvidia invests $1B in Nokia for 5G/6G base stations using U.S. chips, aiming to oust foreign tech from global networks.
$1B Nokia stake ignites 6G: The bold telecom partnership positions Nvidia at forefront of next-gen wireless revolution beyond AI chips.
The Nuts And Bolts Of The Deal: Nokia will flood the market with over 166 million new shares at $6.01 each, vaulting Nvidia to second-largest shareholder status of the phone company.
Powers AI-native 6G networks: Nokia will port 5G/6G software to Nvidia chips, unleashing AI-RAN for edge inferencing (AI running on smartphones not a data center) leading to smarter telecom.
Fuels massive RAN opportunity: Targets $200B+ AI-RAN slice of telecom pie by 2030, with T-Mobile piloting Nvidia’s ARC-Pro hardware.
LILLY & NVIDIA UNLEASH PHARMA’S MIGHTIEST AI BEAST!
Eli Lilly and Nvidia announced Tuesday the pharmaceutical industry’s “most powerful” supercomputer, powered by 1,000+ Blackwell Ultra GPUs, it is set to slash the 10-year drug development timelines [ [link removed] ] and revolutionize discovery will launch in January.
Supercomputer Powers AI Factory: A unified high-speed network will train models on millions of experiments, acting as an “enormous microscope” for biologists to unlock impossible insights.
TuneLab Unlocks Sector Access: Biotech firms will swap data via federated learning for $1B-valued AI models, fueling collaborative precision medicine breakthroughs.
Precision Meds by 2030: AI agents, AI imaging, and biomarkers targeting genes/environments could lead to personalized cures and new molecules currently beyond human limits.
Nvidia Fuels Pharma Boom: The partnership is intended to enable startups to skip years of R&D, promising massive cost cuts and faster patient cures industry-wide.
NVIDIA TO FLOOD U.S. LABS WITH THOUSANDS Of GPUS!
Nvidia has surged ahead in the sovereign AI race, [ [link removed] ] selling thousands of high-performance GPUs to U.S. national labs including Argonne and Los Alamos to build domestic supercomputers, shielding American AI innovation from foreign rivals amid escalating global competition.
Huang’s Bold Vision – CEO declares “Sovereign AI empowers nations’ own capabilities,” prioritizing U.S. security, climate research.
Teaming With DoE Labs – Nvidia will partner with Argonne, Los Alamos, Oak Ridge, Livermore on the seven AI supercomputers using H100, Blackwell GPUs.
Quantum Leap Tech – The deployment of NVQLink to link GPU clusters with quantum systems across nine labs for error-corrected computing.
Cloud Power Boost – Collaborates with Microsoft, Google for rapid cloud AI training, accelerating national lab deployments.
Trump and Japanese PM seal Rare Earth pact against China
President Donald Trump and Japan’s first female prime minister Sanae Takaichi signed a framework Tuesday [ [link removed] ] at Akasaka Palace to secure rare earths and critical minerals, forging diversified supply chains vital for EVs, defense and tech amid China’s dominance.
Forms Rapid Response Group: Japan and the U.S. will run a joint team to spot vulnerabilities, rush emergency deliveries, and tackle disruptions in key mineral supplies.
Funds Mining Projects Fast: The deal will prioritize identifying and financing battery/magnet initiatives within six months to slash China reliance.
Eyes Joint Stockpiling Now: Explore shared reserves plus permitting fast-tracks to fortify economic security.
Golden Age Alliance Blooms: Takaichi hails the deal as a “new golden age” in U.S.-Japan ties. Japan also pledged 250 new cherry trees for America’s 250th anniversary.
President Trump [ [link removed] ]ignited a global minerals blitz [ [link removed] ] this month, sealing an $8.5 billion rare earths deal with Australia and pacts with Japan and Southeast Asia to shatter Beijing’s stranglehold on vital defense and tech supplies amid escalating export threats.
China Grips Mining Monopoly: China controls 60-70% of global extraction, 85-90% of refining, and has been weaponizing exports in an attempt to cripple U.S. industries.
Texas Extraction Accelerates: New U.S. projects in Texas, Canada, and Africa are ramping up via Trump’s use of Defense Production Act funding.
EV Motors Demand Neodymium: Each EV motor requires 1kg of Neodymium, and rare earth minerals are vital to the production of F-35 jets, Tomahawk cruise missiles, smartphones, jet turbines.
Xi Move Sparks Fury: Trump blasted China’s curbs as a ‘bad moment’ for security, which has fueled the U.S.’s alliance diversification.
PREVIEW: Fed rate announcement, markets bet nearly 100% on a cut
The Federal Reserve is likely poised to slash interest rates [ [link removed] ] by a quarter-point Wednesday—the second cut in as many months—amid labor market worries and a government shutdown blacking out key jobs data. Markets bet nearly 100% on the move.
Internal Dissent Brews Fiercely: Governor Miran likely dissents for a second time, arguing for bolder half-point cut, while regional presidents urge caution on pace of easing.
Data Blackout Fuels Uncertainty: The Democrat shutdown of government has delayed September payrolls data, which forces Fed to rely on state claims showing no layoff surge.
December Cut Nearly Certain: Markets price near 100% odds for another reduction in December, with economists eyeing five cuts in total through April.
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