New AI Deal Sends Ripples — Where to Watch Today
AMD’s OpenAI tie-up, global politics, and crypto moves could light up sectors Monday
Monday’s open looks set to reflect seismic shifts in AI, politics, and global sentiment. The headlines are already loaded: AMD just inked a major chip supply deal with OpenAI (with a potential 10% equity kicker) Reuters+2AP News+2, Japan voted in a decidedly pro‑stimulus leader, and France imploded politically overnight. Financial Times+2Reuters+2 Markets are responding, and this week could offer asymmetric opportunities if you know where to look.
America’s $1 TRILLION GOLD stash
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U.S. gold reserves hit an unprecedented $1 TRILLION in value...And it’s sparking urgent chatter that...
If you have any money in the market, at the very least...Watch this short broadcast to understand what’s underway.
Opportunities to Watch
AI & Semiconductors: AMD is the natural first call here, but also keep eyes on GPU/AI infrastructure names (e.g. NVDA, MU, AVGO) and chip equipment/wafer supply chains.
Japan / Asia Exposure: The Nikkei is surging after the leadership change, and weakness in the yen could boost exporters / multinationals with Japanese operations. Reuters+4Financial Times+4AP News+4
Safe Havens / Alternatives: Gold is pushing toward new highs; crypto continues to command attention (Bitcoin recently hit fresh highs) The Guardian+5Saxo Bank+5Reuters+5
Regional Banks / M&A Plays: After the Comerica / Fifth Third merger earlier this cycle, keep an eye on regional banking names that might become targets again. AP News
The Market Just Crossed a Dangerous Line
One Wall Street CEO recently said we’re facing a “violent reset”
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Risks / What to Watch Out For
Resistance in AI / Chip Names: AMD’s move is bold, but it now has to execute. Any delay, margin pressure, or supply chain problem could trigger sharp pullbacks.
Political & Fiscal Risk: The French government collapse, U.S. shutdown, and uncertain coalition politics in Europe all threaten spillovers into credit markets, yields, and regional equities. Saxo Bank+5Reuters+5AP News+5
Yield / Rate Pressures: Rising bond yields or hawkish surprises from central banks could clip growth / tech names.
Volatility & Sentiment Reversals: Headlines will drive intraday swings. False breakouts, whipsaws, and gamma squeezes are possible.
Do you own this doomed AI stock?
If you own this beloved tech stock, your portfolio may be in for a world of pain.
Bottom Line
Today’s market direction could be steered not by macro data, but by narratives: AI execution, political clarity or chaos, and safe‑asset flows. For traders and allocators alike, the tension between risk and refuge is sharper than usual. Be nimble, watch volume and price confirmation, and favor asymmetric bets where upside is greater than downside given current valuations.
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