Markets Rebound as Traders Bet on Fed Pivot and Renewed U.S.–China Trade Optimism

Apple is ramping up investments in China with new R&D hubs and supply chain partnerships, even as U.S. regulators push for tech decoupling. The move signals Tim Cook’s bold strategy to secure Apple’s dominance by deepening ties with Beijing despite rising geopolitical risks.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

Salesforce has announced a massive $15 billion investment in San Francisco over the next decade, signaling confidence in the city’s revival and a bold push to lead in enterprise AI. The move includes new AI research hubs, workforce training, and expanded infrastructure to challenge Microsoft and OpenAI in the AI arms race.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

After years of tariffs, tech bans, and political posturing, the U.S. and China are quietly rebuilding trade ties. Behind the scenes, new export deals and relaxed restrictions signal that the so-called trade war may finally be coming to an end.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

Vertical Semiconductor, an MIT spinout, secured $11 million to develop vertical gallium nitride chips that promise up to 10x better power efficiency for AI data centers. The breakthrough could dramatically cut costs and energy use across GPUs, EVs, and defense systems.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

Meta has partnered with Arm Holdings to power its AI recommendation systems across Facebook and Instagram, signaling a major move away from NVIDIA’s costly GPU dominance. The collaboration aims to make Meta’s massive AI infrastructure faster, cheaper, and more energy efficient at global scale.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

Meta is investing $1.5 billion in a new Temple, Texas data center designed exclusively for AI workloads, powering future Llama models and generative AI products across Facebook, Instagram, and WhatsApp. The facility will run on 100% renewable energy and mark one of the largest AI infrastructure projects in U.S. history.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

BlackRock and Nvidia are teaming up to launch a $40 billion network of next-generation AI data centers spanning the U.S., Europe, and the Middle East. The project aims to create the world’s largest infrastructure for training and deploying advanced artificial intelligence systems.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

Anthropic, the company behind Claude AI, is targeting a massive jump from $850 million to over $2.5 billion in annualized revenue by 2026. Backed by Amazon and Google, the startup is betting big on enterprise AI integrations and global expansion to rival OpenAI’s dominance.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

Anthropic has unveiled Claude 3.5 Haiku Lite, a faster and 40% cheaper AI model aimed at making advanced language technology accessible to smaller businesses and developers. The launch marks Anthropic’s biggest challenge yet to OpenAI’s dominance in the generative AI space.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

U.S. markets surged after JPMorgan and major banks posted blockbuster earnings while Nvidia and AMD led a massive chip-stock rally. The strong results signal renewed investor confidence and fuel hopes that the U.S. economy is heading for a soft landing.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com