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- Chipzilla Strikes Again
Chipzilla Strikes Again
Chips are hot, banks are merging, and France is falling apart...

😎 Market Vibes
Welcome to Monday, where chips are hot, banks are merging, and France is falling apart. AI deals are juicing markets, government shutdowns are getting shrugged off, and Bitcoin's acting like it just got a raise.
Let's dive into the chaos.
🤖 AI mania meets political chaos
🚀 Chipzilla Strikes Again: AMD is flying 25%+ pre-market after locking in a massive AI chip deal with OpenAI. Traders are foaming at the mouth - it's Nvidia déjà vu, and the silicon hype train has a new conductor.
📈 Shutdown? Never Heard of Her: Markets are up across the board even as D.C. shuts down. Investors are straight-up ignoring the chaos - probably because they're too busy chasing AI bags.
🏦 Merger Monday Energy: Fifth Third is buying Comerica for $10.9B, sending CMA stock up ~11%. Regional banks are consolidating fast - sink or scale seems to be the new strategy.
🇫🇷 France Goes Full Political Circus: The French PM just quit, and the CAC 40 dropped ~2%. Apparently Europe wanted in on the dysfunction rally too.
💸 Bitcoin Passes $125K: BTC just passed $125,000 and no one's even surprised anymore. The crypto FOMO is back - loud, confident, and meme-fueled.
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💸 Trade Talk
AMD just hit the AI lottery.
For everyone who said AMD was just tagging along in the AI race... turns out they brought their own engine.
🧠 Big Brain Energy
Stat: $10.9 billion - that's what Fifth Third is paying to acquire Comerica, in an all-stock deal that would create the 9th-largest U.S. bank by assets.
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🧨The Outrage Meter
France just rage-quit its own government.
The French Prime Minister resigned after less than a month on the job. The CAC 40 dropped nearly 2%, bank stocks tanked 4-5%, and the euro took a hit. Turns out even in 2025, political instability can still move the needle - at least in Europe.
🤔What Do You Think?
Which storyline has the most staying power this week? |
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