🤖 IBM goes full AI-core with Anthropic

😎 Market Vibes

Wall Street's tripping over itself again - IBM's suddenly cool, the Fed's whispering sweet nothings, and the U.S. government just aped into a mining stock like it's 2021. If the market had a mood ring, it'd be flashing "delusional optimism" in neon. Let's vibe.

🌀 Hype-powered and policy-pilled

• 🤖 AI Melts Faces, Again: S&P futures are hovering near record highs and once again, it's AI dragging the market higher by sheer force of belief. Nvidia and OpenAI are the usual suspects - now IBM's tagging in for the hype parade. Fundamentals? Please.

• 🚀 IBM Goes Beast Mode: Shares of Big Blue are ripping ~5% after it inked a juicy AI partnership with Anthropic. Turns out, even the legacy tech dinosaurs are figuring out how to ride the hype train.

• 📉 Fed Whispers Spark 'Everything Rally' FOMO: Dovish signals from the Fed are getting louder, and now Wall Street's debating whether we're headed into another rate-cut-driven melt-up. Fundamentals? Never heard of 'em.

• 🇫🇷 Vive la Volatility: French political chaos is rattling nerves across Europe. The euro is slumping, Paris stocks are spiraling, and markets are realizing Macron's mess might actually matter.

• ⛏️ White House Goes Full Metal Jacket: Trilogy Metals just went vertical after the White House approved a major mining project and grabbed a 10% stake.

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💸 Trade Talk

IBM just walked into the AI club with a fresh fade and an Anthropic deal, and the market actually let it sit at the cool kids' table. A 113-year-old tech giant catching a 5% bid in 2025? That's not innovation - that's narrative arbitrage. But hey, in this cycle, slapping "AI" on your press release is still the closest thing to a Fed pivot.

🧠 Big Brain Energy

The U.S. just bought a 10% stake in a mining company.
Trilogy Metals got the government seal of approval and federal cash for its Ambler Road project in Alaska.

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🧨The Outrage Meter

SEC, CFTC, and other agencies are furloughing staff amid the federal government shutdown - market regulation may be operating on autopilot.

🤔What Do You Think?

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