📈 Trump’s Tariff Tsunami Hits Pharma

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Good Morning & Happy Friday.

Markets dropped for the third straight day Thursday, as hot economic data rattled hopes for rate cuts. Meanwhile, Intel may link up with Apple, TikTok’s valuation raises eyebrows, and VOO is breaking ETF records.

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Market News

📉 Stocks on Thursday logged a third straight day of losses
Wall Street stumbled for the third day in a row Thursday as hotter-than-expected GDP growth and fewer jobless claims rattled hopes for more Fed rate cuts this year. Investors got spooked, not just by mixed economic signals, but also by rising doubts over how long the AI rally can keep soaring. With Fed officials split and inflation data due Friday morning, all eyes are now on the PCE report at 8:30 a.m. ET, which could make or break the case for those two promised rate cuts.

🍎 Could Intel's Next Big Investment Come From Apple?
Intel just caught a fresh wave of hype, jumping over 6% on reports it's courting Apple for a potential deal. No confirmations yet, but the move follows a $5B partnership with Nvidia that already lit a fire under the struggling chipmaker’s stock. Wall Street’s still cautious, though, most analysts are holding their ratings until Intel proves it can land serious foundry business. A deal with Apple could be the turning point, especially if it includes chip production commitments.

🤯 TikTok’s $14 Billion Price Tag in Trump Deal Stuns Investors
A $14 billion price tag for TikTok’s U.S. business? That’s not just low, it’s laughable. JD Vance dropped the figure Thursday, aligning TikTok more with Exxon or General Mills than with Meta or Alphabet. Analysts are calling it one of the most undervalued tech deals in years, with some arguing it reflects barely a third of TikTok’s true worth. With over 170 million U.S. users and $10B+ in annual revenue, this sale, if it happens, could be a steal for buyers like Oracle or Silver Lake.

🏥 European pharma stocks fall after Trump slaps 100% tariffs on medicine imports
European healthcare stocks wobbled Friday after Trump announced a 100% tariff on pharma imports starting Oct. 1, unless companies are building U.S. plants. Zealand Pharma dropped 2.5%, with Novo Nordisk and Orion also sliding over 2%. JPMorgan says the sector can manage if firms localize production, but uncertainty lingers. Meanwhile, Trump’s trade crackdown is widening, with new truck tariffs and a national security probe into medical devices also stirring market nerves.

📱 Meta launches ‘Vibes,’ a short-form video feed of AI slop
Meta just dropped “Vibes,” its AI-generated TikTok wannabe, and the internet’s already confused. The new feed, live on the Meta AI app and meta.ai, is full of bizarre, short-form AI videos like cats kneading dough or ancient Egyptians taking selfies.

Invest & Strategies

💰️ The Superintelligence Arms Race Gets a $100B Boost
Nvidia is investing up to $100 billion in OpenAI to power a massive AI infrastructure buildout, starting with $10B and 5 million chips, essentially all its annual output. OpenAI’s Stargate project now spans $500B+ across multiple U.S. data center sites, aiming for 10GW of compute by 2025. Analysts see this as a bold bet on superintelligence, with Nvidia tightening its grip just as Microsoft fades from the picture.

📈 Europe’s Answer to US Asset Giants
European asset managers are consolidating fast as fee pressure and U.S. competition squeeze profits. Recent deals like BNP’s acquisition of AXA IM and UBS absorbing Credit Suisse’s fund arm are reshaping the landscape. For investors, this signals two key trends: expect cost-cutting and job reductions, and watch for M&A-driven growth from firms like Amundi and DWS. The winners? Scaled players with ETF dominance and private market access. The losers? Smaller managers ripe for takeover, or obsolescence.

🐳 Why VOO’s Record-Breaking Run Matters
Vanguard’s S&P 500 ETF (VOO) just made ETF history, pulling in $124.4B in inflows, the most ever in a single year, and it's only September. VOO has now overtaken SPY as the world’s largest ETF, with nearly $800B in assets, crushing competitors as retail investors flock to its ultra-low fees and buy-and-hold appeal.

💣️ Don’t Self Sabotage
The New York Giants gave a masterclass in self-sabotage, and it’s exactly what you want to avoid with your portfolio. Just as penalties, poor planning, and chaos doomed the Giants, emotional decisions and lack of discipline destroy investment returns. Chasing rallies, panic selling, or skipping a clear investment policy is the financial equivalent of 160 penalty yards. Markets are unpredictable, your behavior shouldn’t be. Plan, stay the course, and don’t let fear or ego call the plays.

🎱 The Degenerate Economy Is Here to Stay
Speculation has officially become a lifestyle, and investors should take notice. From Venice to Seoul, retail trading is morphing into full-blown entertainment, with perpetual crypto futures (“perps”) leading the charge in South Korea. This ‘degenerate economy’ boom is a real, investable trend, fueled by platforms like Robinhood, Stocktwits, and even Netflix-level content creation.

Best Of Twitter

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