šŸ“ˆ Trump wants to fire Powell

Fed's Powell signals no market rescue, Trump is angry, UnitedHealth's stock drop, and emerging global investment trends.

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Good morning!

The stock market is closed today for Good Friday.

Meanwhile, Jay Powell is staying hands-off, Trump’s heating up, UnitedHealth just had a brutal $120B wipeout, Ukraine's moving closer to a big U.S. minerals deal, and OpenAI might drop $3B+ on its biggest buy yet.

Grab your flat white and let’s break it down ā˜•ļøšŸ‘‡ļø 

Markets

🚁 Jay Powell made it clear Fed is not going to rescue markets
Jerome Powell just made it crystal clear: the Fed isn’t swooping in to save the day. At the Economic Club of Chicago, Powell shut down any hope for rate cuts or bond market interventions, even after Trump's tariffs stirred things up. When asked if there was a "Fed put" for the stock market, Powell bluntly said, "I'm going to say no.". He acknowledged the market’s wild swings but emphasized that this is normal under heavy uncertainty, and the Fed's staying hands-off.

The situation has riled Trump, who has said his "termination cannot come fast enough." After Powell signaled no immediate rate cuts, Trump blasted him at a press conference and on Truth Social, complaining Powell is "always too late" and demanding lower interest rates like the ECB. Behind the scenes, Trump’s reportedly floated firing Powell early, but advisers are urging him to wait until Powell’s term ends in 2026.

ā¤ļøā€šŸ©¹ UnitedHealth Loses $120 Billion in Value on Stock's Worst Day Since 1998
UnitedHealth (UNH) just suffered one of its worst days ever, plunging over 22% after slashing its profit forecast. It was the company’s biggest single-day drop since 1998, and the fourth-worst since its IPO back in 1984.

šŸ‡ŗšŸ‡¦ Ukraine signs outlines of a Mineral Deal
Ukraine just inked the foundation for a minerals deal with the U.S., setting the stage for major joint development projects. Economic Minister Yulia Svyrydenko announced a "Memorandum of Intent," aiming to launch an Economic Partnership Agreement and a new Investment Fund for Ukraine’s reconstruction. Details are still under wraps, but optimism is running high that a deal will be on the table soon.

🧠 OpenAI in talks to buy coding assistant startup for more than $3 billion
OpenAI is deep in talks to buy coding assistant company Windsurf for over $3 billion, aiming for its biggest acquisition ever. This move could kick off a major AI apps land grab, with OpenAI looking to expand beyond building models into owning killer apps too. The deal isn’t final yet and could get messy, especially after leaks surfaced, but expect most of the price to be in OpenAI stock. If it happens, it’ll raise serious antitrust questions.

Big Tech Has Spent Billions Acquiring AI Smart Home Startups

The pattern is clear: when innovative companies successfully integrate AI into everyday products, tech giants pay billions to acquire them.

Google paid $3.2B for Nest.
Amazon spent $1.2B on Ring.
Generac spent $770M on EcoBee.

Now, a new AI-powered smart home company is following their exact path to acquisition—but is still available to everyday investors at just $1.90 per share.

With proprietary technology that connects window coverings to all major AI ecosystems, this startup has achieved what big tech wants most: seamless AI integration into daily home life.

Over 10 patents, 200% year-over-year growth, and a forecast to 5x revenue this year — this company is moving fast to seize the smart home opportunity.

The acquisition pattern is predictable. The opportunity to get in before it happens is not.

Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.

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