It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street.
And Trump has publicly backed it?
ATTENTION: CONCERNED AMERICANS
BREAKING NEWS
Breaking: 5 Market Shockwaves Hit as
Government Stakes, AI Wars Reshape Wall Street
Government Stakes, AI Wars Reshape Wall Street
Tech giants and utilities surge while semiconductor sovereignty triggers unprecedented federal intervention today
Editor's Note: The convergence of government equity stakes, AI expansion wars, and energy infrastructure deals could be creating significant opportunities that may unfold in the coming days. While most investors focus on Fed Chair Powell's Jackson Hole speech tomorrow, market participants appear to be positioning for what some analysts view as a potentially significant policy-driven market shift since the CHIPS Act. Are you watching the right signals?
This is a MUST-READ
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Editor's Note:
Policy AnalysisThe convergence of government equity stakes, AI expansion wars, and energy infrastructure deals could be creating significant opportunities that may unfold in the coming days. While most investors focus on Fed Chair Powell's Jackson Hole speech tomorrow, market participants appear to be positioning for what some analysts view as a potentially significant policy-driven market shift since the CHIPS Act. Are you watching the right signals?
Based on these events, one of our 'Trusted Partners' just launched a Must-See presentation below.
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Trusted Partner Presentation
Don't Panic – Here's What to Do Next
The next three months will be very challenging and critically important for anyone with money in the markets. You need a big-picture plan... and you need to take specific actions starting TODAY. Fifty-year Wall Street veteran Marc Chaikin recently published his full big-picture plan, which lays out – based on more than 100 years of data – exactly what you can expect in the markets this year (and in 2026, too). |
Markets experienced heightened volatility Thursday as five major developments influenced the investment landscape simultaneously. The White House's reported discussions to take a potential 10% stake in Intel (INTC) rippled through semiconductors, while Google's (GOOGL) AI Mode expansion to 180 countries intensified the artificial intelligence competition. Behind the headlines, quantitative firm Jane Street's disclosed $1.8 billion stake in CoreWeave (CRWV), Nvidia's (NVDA) strategic investment in robotics company Nuro, and Louisiana's approval of gas plants for Meta's (META) AI data center are developments that some investors may be overlooking.
10%
Potential government stake in Intel under discussion, marking possible shift in industrial policy
Policy Shifts Creating Market Movement
The Trump administration's reported negotiations to potentially convert CHIPS Act grants into equity stakes would mark a departure from traditional industrial policy, with Senator Bernie Sanders backing the concept he originally proposed in 2021. Louisiana regulators approved Entergy's (ETR) $3.2 billion gas plant project in a 4-1 vote, expediting procedures to support Meta's "Hyperion" facility. These moves could signal a shift toward increased government involvement in strategic industries.
"The Trump administration's reported negotiations to potentially convert CHIPS Act grants into equity stakes would mark a departure from traditional industrial policy, with Senator Bernie Sanders backing the concept he originally proposed in 2021."
$94.25
CoreWeave after-hours trading price following Jane Street's $1.8 billion stake disclosure
Winners and Losers Emerging Now
CoreWeave rose 3% to $94.25 in after-hours trading following Jane Street's stake disclosure, while analyst H.C. Wainwright upgraded shares to Buy with a $180 target. Intel's volatile trading saw the stock at $23.40, with SoftBank reportedly committing $2 billion at $23/share despite the stock trading approximately 60% below recent highs. Entergy reached $96.82 as its 15-year Meta contract could provide enhanced revenue visibility for utilities, while Google moved toward $196 on its AI expansion news.
Based on these events, one of our 'Trusted Partners' just launched a Must-See presentation below.
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Trusted Partner Presentation
It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street. And Trump has publicly backed it? 
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2030-2031
Intel's Ohio facility timeline reportedly shifted, creating urgency for government intervention
The Regulatory Timeline Investors May Want to Watch
Tomorrow's Jackson Hole speech could influence Fed policy as markets currently price in an 85% probability of September cuts, potentially affecting tech spending patterns. Intel's Ohio facility timeline has reportedly shifted to 2030-2031, which may create urgency for government intervention discussions. Meta's Louisiana data center construction is expected to begin soon with projected employment of 5,000 workers, while Google's AI Mode rollout continues through Q3 with restaurant bookings currently available and event tickets planned.
Potential Opportunities Some May Overlook
Nuro's $6 billion valuation appears to represent approximately a 30% discount from its 2021 peak, potentially offering Nvidia an entry opportunity as Uber has announced plans to deploy 20,000 autonomous vehicles by 2026. The Louisiana transmission upgrades worth $550 million could potentially benefit multiple utilities beyond Entergy, creating possible infrastructure opportunities. CoreWeave's reported position as a significant GPU cloud provider could make it an acquisition candidate as AI compute demand grows.
What This Could Mean for Investors
The convergence of government intervention discussions, AI infrastructure buildout, and energy capacity considerations may be creating notable market dynamics—though outcomes remain uncertain. With policy decisions that could potentially impact market valuations being discussed, some analysts suggest that access to comprehensive research and proven strategies could be valuable. As quantitative funds like Jane Street utilize sophisticated strategies to navigate these market conditions, individual investors may want to consider whether they have adequate tools and information to make informed decisions in what some view as a transformative period for technology markets.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Before You Go...You Need To See This
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✓ Trusted Partner Presentation
"I Missed NVIDIA and Regretted It" — Don't Miss This Second Chance
The man who predicted nearly every major AI winner has identified a small company with identical growth markers to early NVIDIA. If you've ever thought "I missed Nvidia, and I'll never get another chance like that," this presentation is for you. -Investment Team P.S. This opportunity won't last long as institutional investors are already taking notice. |
MARKETS
POLITICS
BREAKING
Trump's Backing Oil. Nvidia's Powering A.I.
There's a new kind of power play happening in the Middle East.
VIEW FULL STORY →
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✓ Trusted Partner Presentation
The No.1 Stock for Trump Bump Profits
Those who move today could 10X Their Money.
Money & Markets' Chief Investment Strategist, Adam O'Dell, just unveiled his No. 1 stock to capitalize on the 'Trump Bump' in the markets. It's a stock that Adam says is… "On the cusp of exploding upwards… as a direct result of Trump's latest move. And critically for investors… it's an opportunity that won't come around again for multiple decades." Make this move fast, thought... because Adam says "those who move today could 10X Their Money." |
Trusted Partner Presentation
Trump's Backing Oil. Nvidia's Powering A.I.
There's a new kind of power play happening in the Middle East.
Trump helped broker it.
Nvidia's chips are driving it.
And Saudi money is funding it.
But here's what the media missed…
A tiny U.S. energy company could be one of the biggest beneficiaries of the A.I. + energy boom this deal kicks off.
Karim Rahemtulla says it's the most undervalued stock he's seen in years:
- It's wildly profitable -- over $3 billion in operating income.
- Pays a growing dividend
- Trades at a fraction of its peers
- And it landed a partnership with a major A.I. player
This has all the makings of a true market unicorn.
And right now, you can still get in before the floodgates open.
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Donald Trump just won the election resoundingly. And already, in the first few hours after the news, Bitcoin has skyrocketed. Hitting all-time highs on the first day after the election. But that’s just the start …
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be the greatest bull market in crypto history. He believes Bitcoin will go to $150,000 — or more.
But there’s one coin he thinks could go even higher. It’s part of Trump’s special Project Crypto. His plan to make America “the crypto capital of the planet.” This could be his favorite coin.
And it’s definitely one of his vice president’s favorite. Click here to find out more about the coin that makes more than Bitcoin in the 2025 bull market.
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Elon Musk & Visa Now Moments from Launching "Agenda X"
Revolutionary financial technology could replace half the world's system
Every time Elon launches a bold new venture, early investors have a chance to get rich. Forbes calls their plan "game changing" and X CEO Linda Yaccarino says "Buckle up." 41 states are on board already. This is only happening ONCE in history.
DOGE Phase 2: Musk & Trump's Next Move
Tech legend Jeff Brown believes a trillion dollar market megashift is coming
Musk's days in politics aren't over yet. Tech legend Jeff Brown believes Musk and Trump may be working on DOGE Phase 2, and this time it could cause a trillion market megashift. If recent market swings caught you off guard, see what could be next.
Our #1 AI Stock Has Nothing to Do with Tech
AI is creating massive energy demand most are not ready for
Nvidia CEO Jensen Huang recently said AI requires "100 times more" power. That means the best way to invest in AI right now has nothing to do with technology and everything to do with energy. One stock appears perfectly positioned to dominate.
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