📈 Who Will Own TikTok?

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Good Morning & Happy Friday.

Today’s lineup is stacked: Intel rockets 30% on a surprise Nvidia deal, Trump’s high-stakes call with Xi could reshape TikTok and trade, and Meta bets big on smart glasses.

Plus, Apple’s falling behind, and we’re breaking down why bonds and cash are suddenly back in play.

Grab your Cappucino and let’s get into it. ☕️ 👇️ 

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Market News

📈 Intel Stock Rockets 30% on $5 Billion Nvidia Investment
Intel shares surged 30% after Nvidia announced a $5 billion investment, purchasing Intel stock at $23.38 per share. The two companies will collaborate to develop data center and personal computing products, combining Intel’s processors with Nvidia’s AI chips. This marks a significant partnership between two longtime competitors and could signal a shift in manufacturing strategy for Nvidia. The deal follows recent moves by SoftBank and the U.S. government, both of which have invested in Intel to support its turnaround.

🇨🇳 Trump sets the stage for his highly anticipated Friday call with Xi Jinping
President Trump confirmed that a TikTok deal is nearly finalized, with a U.S.-led group set to control the platform. He will discuss the agreement and broader trade issues, including tariffs, during a scheduled call with President Xi Jinping on Friday at 9 a.m. ET. Trump emphasized that the final TikTok entity would be entirely American-owned, despite some unresolved points. Chinese media acknowledged a framework deal, but stressed continued Chinese enterprise operations in the U.S. The call may also cover tensions surrounding Nvidia's operations in China.

💹 Oracle Stock Gains on News They Could Own Part of TikTok in US
Oracle shares rose 1.5% after reports confirmed its involvement in a U.S.-led consortium to take control of TikTok’s American operations. The group, which includes Andreessen Horowitz and Silver Lake, will hold an 80% stake in a newly created entity, with the remaining 20% retained by Chinese investors. The deal would see a new app launched for U.S. users, effectively replacing the current TikTok. Also, the potential TikTok deal boosts ByteDance valuation.

🍎 Apple Stock's Not-So-Magnificent Year
Apple shares are down 5% in 2025, making it the only Magnificent Seven stock in negative territory this year. The company has lagged in the AI race, with delayed feature rollouts and unclear strategy fueling investor concern. Morgan Stanley suggests low expectations for the next iPhone release could provide a near-term boost. Meanwhile, Apple's China-heavy supply chain faces renewed uncertainty amid shifting U.S. trade policies.

🕶️ A decade after Google Glass, Meta wants Glasses to be the next wave
Meta unveiled the $799 “Meta Ray-Ban Display” smart glasses, featuring a built-in screen and AI integration, at its annual developer conference. CEO Mark Zuckerberg described the glasses as a bold step toward replacing smartphones as the main interface for AI. The device, controlled by a wristband called the Neural Band, allows discreet messaging and real-time AI interaction. Citi analysts praised the glasses as a “natural extension” of AI.

Invest & Strategies

😅 How High Fees Rot Returns
Don't let a glossy label, or a glossy pitch, fool you. Just like "All Natural" on your food doesn’t mean chemical-free, flashy, fee-heavy investments often mask underperformance. The finance industry, like Big Food, spends billions to confuse, upsell, and distract investors from simple, low-cost solutions, like the S&P 500, which continues to outperform most active funds. As fees stack up, your returns shrink, not because managers are untalented, but because the house always takes a cut.

💰️ Why Cash Is Still King for Short-Term Goals
Markets are now pricing in a near-100% chance of a Fed rate cut on Sept. 17, with more possibly coming by year-end—up to 75 basis points total. Asset managers like Morgan Stanley are urging investors to lock in longer-term bond yields now, while they’re still around 4.7% for 20–30 year Treasuries. But here’s the twist: cash still pays well, and short-term yields remain ahead of inflation. With the Fed’s next moves uncertain and long bonds underperforming, many investors may be better off keeping things liquid and staying patient.

⁉️ Buying Bonds When They’re Beaten Down
Yes, bonds are in a bear market, but that could be good news. After the worst start to a decade in modern bond history, long-term prices are down, and yields are now meaningfully higher. That means investors buying today are locking in stronger future returns, even if current prices remain in the red. While the pain has been real, starting yield is a powerful predictor of long-run performance, and current rates offer a much better margin of safety than during the ultra-low 2010s. Short-term losses today could mean long-term gains tomorrow.

🤔 Treasury Bonds Can Appreciate In Value Too, Don’t Ignore Them
Treasury bonds aren’t just for safety, they can deliver gains too. In a market chasing high-risk growth, long-term Treasuries yielding 4–5% offer a rare mix of steady income and upside potential. As rates fall, bond prices rise, giving investors the option to lock in capital gains. For disciplined allocators, they act as a risk-free anchor with a built-in call option, making them a smart, overlooked tool, especially in uncertain times.

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