🤖 AI > Politics — Markets Agree

"The development of full artificial intelligence could spell the end of the human race." ✍️ - Stephen Hawking  SUMMARY ✅ U.S. stocks ended the week higher on Friday, driven by enthusiasm for artificial intelligence, while investors largely brushed off the impact of the ongoing government shutdown that postponed the monthly jobs report. ✅ Jeff Bezos warns of AI hype but backs its transformative power. ✅ OpenAI becomes world’s most valuable startup at $500 billion valuation. ✅ Rick Perry’s Fermi soars 55% in Nasdaq debut, fueled by AI energy demand. ✅ Elon Musk urges Netflix boycott over ‘woke agenda’. ✅ McDonald’s brings back Monopoly to boost sales and digital engagement. MARKET SNAPSHOT ↗ Dow                            46,758.28                        + 0.51% ↘ Nasdaq                       22,780.51                        - 0.28% ↗ S&P                              6,715.79                        + 0.01%  ARTIFICIAL INTELLIGENCE Jeff Bezos Warns of AI Hype but Says the Technology’s Power Is Undeniable Image courtesy of REUTERS/Remo Casilli Amazon founder Jeff Bezos joined other tech leaders in warning that the surge of investor excitement around artificial intelligence may be turning into a bubble. Speaking at Italian Tech Week in Turin, Bezos said Wall Street’s enthusiasm has led to “every experiment and every company” getting funded—both the good and the bad. Still, he emphasized that AI remains a real and transformative force. “The biggest impact that AI will have is on every company in the world,” Bezos said. “It will make their quality go up and their productivity go up.” Amazon has been investing heavily in AI infrastructure, from building data centers to designing chips that power machine learning and cloud applications. The AI boom has driven explosive market gains, with Nvidia’s (NVDA) stock soaring over 1,300% in five years and OpenAI (OPAI.PVT) recently valued at $500 billion. Yet Bezos cautioned that speculative excess—such as billion-dollar valuations for startups with no product—shows how hype can blur the line between innovation and mania. Other speakers, including Goldman Sachs CEO David Solomon, echoed those concerns, noting that technological revolutions often see valuations race ahead of actual value creation. Bezos concluded that while the AI frenzy may lead to short-term distortions, the long-term promise of AI to reshape productivity and innovation remains undeniable. TRENDING OpenAI Hits $500 Billion Valuation, Overtaking SpaceX and ByteDance Image courtesy of REUTERS/Dado Ruvic OpenAI has reportedly become the world’s most valuable startup, surpassing Elon Musk’s SpaceX and ByteDance after a secondary stock sale that boosted its valuation to $500 billion. The deal, involving $6.6 billion in shares sold by current and former employees, drew major investors including Thrive Capital, Dragoneer, T. Rowe Price, SoftBank, and the UAE’s MGX. The milestone highlights soaring investor confidence in artificial intelligence and OpenAI’s dominant role in the field. Founded in 2015 as a nonprofit, the ChatGPT maker has rapidly evolved into a global AI powerhouse—though it remains unprofitable. Analysts warn that such high valuations could reflect speculative excess, but CEO Sam Altman remains optimistic, calling AI a “multi-decade transformation” that will drive innovation, growth, and creativity despite inevitable market swings. OpenAI has recently expanded its business with a new partnership with Etsy and Shopify for AI-powered shopping and the launch of Sora, a social media app for creating and sharing AI-generated videos. The company’s unique structure—where its $500 billion for-profit arm remains governed by a nonprofit board—continues to blur the line between mission-driven innovation and commercial ambition. IPO NEWS Rick Perry’s Fermi Soars 55% After $683 Million IPO, Riding AI Energy Boom Image courtesy of Victor J. Blue / Bloomberg / Getty Images Fermi Inc., the energy-focused REIT co-founded by former U.S. Energy Secretary Rick Perry, surged 55% on the day of its Nasdaq debut after raising $682.5 million in its IPO—underscoring investor enthusiasm for AI-linked energy plays. Shares closed at $32.53, well above the $21 offering price, giving the Amarillo-based firm an estimated market value near $19.3 billion. The company’s flagship “Project Matador,” a 5,000-acre advanced energy and data center campus leased from Texas Tech University, aims to deliver one gigawatt of power by 2026 and expand to 11 gigawatts by 2038 using natural gas, solar, and nuclear sources. The site, formally known as the President Donald J. Trump Advanced Energy and Intelligence Campus, is designed to attract hyperscale and data center tenants. Fermi’s blockbuster debut mirrors investor demand for new ways to play the AI energy boom, as firms like NRG and Vistra also benefit from soaring power needs. Despite not yet generating revenue, Fermi’s IPO has created a major windfall for its founders—Rick Perry’s stake is valued around $540 million, while his son Griffin Perry’s holdings exceed $2 billion. The listing positions Fermi as a bellwether for the growing intersection of AI infrastructure, real estate, and next-generation energy development. STREAMING Elon Musk Calls for Netflix Boycott Amid Backlash Over Animated Show Image courtesy of Patrick Pleul/Pool Photo via AP, File Elon Musk has sparked fresh controversy by urging his followers to cancel Netflix subscriptions, criticizing the streamer over what he called a “transgender woke agenda.” His comments, tied to the animated series Dead End: Paranormal Park, have fueled online debates and contributed to a roughly 4% dip in Netflix shares this week—though analysts say the financial impact will likely be limited. Posting on X, Musk wrote, “Cancel Netflix for the health of your kids,” reacting to conservative criticism of the show, which features a transgender character and was canceled in 2023. The show’s creator, Hamish Steele, responded on Bluesky, calling the situation “a very odd day.” Conservative activists, including Robby Starbuck, have amplified the boycott calls, accusing Netflix of promoting divisive content. Still, analysts note Netflix’s vast 300-million-plus subscriber base and strong revenue focus make it resilient to short-term backlash. Experts compared the uproar to the 2023 Bud Light controversy but said this dispute will likely fade quickly. As Musk’s social media influence continues to blur the line between culture wars and corporate performance, Netflix once again finds itself at the center of the conversation. FOOD McDonald’s Revives Monopoly Game to Drive Sales, Traffic, and App Engagement Image courtesy of cosmopolitan.com McDonald’s (MCD) is bringing back its legendary Monopoly promotion in the U.S. for the first time in nearly a decade — a move analysts say could spark stronger sales, app engagement, and customer loyalty. Jefferies analyst Andy Barish called the return a “positive catalyst,” noting that the game has historically been one of McDonald’s most effective traffic drivers amid softer consumer spending. McDonald’s shares are up just over 3% year-to-date, trailing the S&P 500’s 15% gain, but Jefferies maintains a Buy rating with a $360 price target. Barish expects the combination of the Monopoly game and Extra Value Meals — which cut the price of popular menu items by about 15% — to lift traffic through the fourth quarter. McDonald’s is also backing the rollout with $40 million in new advertising and rent rebates for select franchisees. First launched in 1987, the Monopoly promotion has long been a staple of McDonald’s marketing, though it was once tarnished by a fraud scandal later chronicled in HBO’s McMillions. This year’s prizes include a Jeep Grand Cherokee and a $10,000 Lowe’s shopping spree. Analysts believe the nostalgia factor, combined with the chain’s renewed focus on value, could help McDonald’s reignite U.S. traffic and strengthen its competitive edge heading into the holiday season. 📉 ON THE MOVE AND NOTABLES 📈 ✔️ Bitcoin (/BTC) jumped 2% in early trading as geopolitical tensions eased. ✔️ DA Davidson’s Gil Luria reiterated a Buy rating on Amazon (AMZN) citing improving momentum in AWS cloud sales. Goldman Sachs’ Eric Sheridan also maintained a Buy on the stock, highlighting continued optimism around cloud growth. ✔️ Applied Materials (AMAT) shares slipped after the chipmaker warned of a $600 million hit to fiscal 2026 revenue as new U.S. export restrictions tightened across key sectors including semiconductors, aircraft, and medical equipment. ✔️ Tesla (TSLA) stock rose following a strong third-quarter global delivery report. Analysts attributed the surge in demand partly to the expiration of the $7,500 federal EV tax credit, which likely pulled forward U.S. sales. ✔️ Hitachi (6501.T) shares jumped 9%, the biggest gain since April, after unveiling a strategic partnership with OpenAI (OPAI.PVT). The move reflects Japan’s growing collaboration with U.S. AI leaders. ✔️ The quantum computing sector rallied sharply this week: Rigetti Computing and Quantum Computing each rose 27%+, D-Wave Quantum gained 23%, Arqit Quantum surged 37%, and IonQ added 9%, extending prior gains. ✔️ Boeing (BA) faces another 777X launch delay, with commercial service potentially pushed to 2027. Shares ticked higher Thursday but slipped early Friday. ✔️ Fair Isaac (FICO) rallied after announcing a direct-licensing program, leading the S&P 500. ✔️ Beating expectations with a 32% jump in Q3 deliveries, shares of Rivian (RIVN) fell on weak forward guidance before rebounding slightly this morning. ✔️ Rumble (RUM) gained after announcing a partnership with Perplexity, an AI-driven search and answer platform. ✔️ USA Rare Earth (USAR) spiked after CNBC reported the company is in “close talks” with the White House. ✔️ GameStop (GME) declined following a filing revealing plans to sell a mix of assets, including common stock and debt, for an undisclosed sum. ✔️ Johnson & Johnson (JNJ) was upgraded to Buy by Wells Fargo, citing strong medicine sales projections and U.S. manufacturing expansion. Goldman Sachs (GS) CEO David Solomon said he expects U.S. economic growth to strengthen into 2026, fueled by stimulus and tech investment despite labor and geopolitical headwinds. ✔️ Bitcoin (BTC) hovered just below $123,000, approaching new highs as market uncertainty and seasonal tailwinds fueled crypto gains. Ether (ETH) also rose above $4,500 amid broader risk-on sentiment. ✔️ Chevron (CVX) traded flat after a fire at its El Segundo refinery in Los Angeles County. WTI crude rose 0.6% to $60, and Brent gained 0.5% to $64, though oil remains down 7% for the week, its steepest drop since June. ✔️ Gold continued its rally, reaching a new record of $3,906.10 per ounce. ✔️ Industrials (XLI) and Utilities (XLU) both hit all-time highs Friday as the AI trade expanded beyond the tech sector. ✔️ The 10-year yield edged up to 4.09%, while the 30-year held steady at 4.6%. ✔️ The September jobs report was delayed; economists expected around 50,000 new jobs and an unchanged 4.3% unemployment rate. The ISM services index eased but stayed at 50, signaling continued expansion despite weaker employment data. ✔️ Futures show a 97% chance of another Fed rate cut in October, according to CME FedWatch. ✔️ The Russell 2000 gained 1.5%, bringing its year-to-date advance to nearly 12% and supporting broader market optimism. 💲What Else to Watch This Week 💲 Investors face a busy week with a slate of important earnings reports and economic updates. 🟢 Economic: Monday (10/6): no reports Tuesday (10/7): Consumer Credit, Trade Balance Wednesday (10/8): EIA Crude Oil Inventories, MBA Mortgage Applications Index Thursday (10/9): Continuing Claims, EIA Natural Gas Inventories, Initial Claims, Wholesale Inventories Friday (10/10): Treasury Budget, University of Michigan Consumer Sentiment 🟢 Earnings: Monday (10/6): Constellation Brands Inc. (STZ), Aehr Test Systems Inc. (AEHR), Spire Global Inc. (SPIR), Brand Engagement Network Inc. (BNAI) Tuesday (10/7): McCormick & company Inc. (MKC), Penguin Solutions Inc. (PENG), Saratoga Investment Corp. (SAR) Wednesday (10/8): AZZ Inc. (AZZ), Resources Connection Inc. (RGP), Richardson Electronics Ltd. (RELL), Bassell Furniture Industries Inc. (BSET) Thursday (10/9): Applied Digital Corp. (APLD), Apogee Enterprises Inc. (APOG), Delta Air Lines Inc. (DAL), Helen of Troy Ltd. (HELE), Levi Strauss & Co. (LEVI), PepsiCo Inc. (PEP), Neogen Corp. (NEOG), Tilray Brands Inc. (TLRY), VinFast Auto Ltd. (VFS) Friday (10/10): no reports Watch Our Latest Weekly Video On Youtube Or Spotify "D.C. Freeze Meets Wall Street Sizzle" Disclaimer: We are engaged in the business of advertising and promoting companies. All content on our website is for informational purposes only and should not be construed as an offer or solicitation of an offer to buy or sell securities. 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