Pay for play?

Show notes

This week starts with optimism in global markets as Asian indices and US futures open higher. The S&P 500 just posted its strongest week since June, driven by solid earnings and hopes for progress in Ukraine. Trade tensions have eased somewhat, boosting European stocks. Energy markets are under pressure, with oil prices in a bearish zone after breaking key support levels, though upside risks prevail.
Big news: Nvidia and AMD plan to pay the US government 15% of their Chinese chip sales to reduce export-restriction risks and gain more revenue transparency. This unusual move raises questions about national security priorities versus financial interests.
AI investors will watch CoreWeave earnings closely, while cybersecurity stocks face seasonal pressure — presenting potential buying opportunities for long-term exposure.
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