✂️ The Cut Heard Around the Market

😎 Market Vibes

The Fed finally gave the market what it wanted - a rate cut. But instead of sighing in relief, traders popped the champagne and bought everything that moves. AI names are ripping, jobless claims are dropping, and Intel just got baptized as the next AI messiah (lol).

📈 Euphoric and slightly delusional

• 🪙 Fed Cuts Incoming: The Fed finally shaved rates by 25 bps - first cut since December - and markets are partying like it's 2021. Risk-on is back (for now).

• 🧠 Intel Goes Vertical: Shares spike after Nvidia drops $5B into Intel for an AI/data center tag-team. Wall Street loves a comeback.

• 🛢️ Oil Slides on Macro Worry: Crude prices edge lower as weak demand signals and economic anxiety outweigh supply fear. Rate cut euphoria doesn't extend to barrels.

• 📉 Jobless Claims Surprise: New claims fall to 231K vs 246K expected - hinting the labor market isn't cracking just yet. Bad news for rate-cut maximalists.

• 🏗️ Steel Slammed, Pharma Pops: Nucor drops ~4% after soft profit guide, while Novo Nordisk & PayPal rack up early wins. Rotation roulette continues.

^_[sponsored]

$2 TRILLION Quantum Gold Rush

While everyone fights over expensive AI stocks... McKinsey just revealed the REAL fortune they expect to come from quantum computing - a $2 trillion explosion by 2035. The kicker? One company is America's FIRST commercial supplier of the material that makes it possible. Click here to learn how to get the ticker symbol <<<

💸 Trade Talk

The Fed finally hit the "cut" button - but don't mistake this for a pivot parade. It's a cautious toe dip, not a cannonball. Markets are already pricing in more cuts this year... but one hot CPI or strong jobs print could kill the dream. Betting on lower rates? Just know the Fed still has commitment issues.

🧠 Big Brain Energy

Jobless claims fell to 231,000 vs ~246,000 expected - showing the labor market still has legs.

Turns out that spike in claims a few weeks ago? Total head-fake. This latest drop unwinds that move and reinforces the bigger picture: layoffs are still low, and any weakness was likely noise - not trend.

^_[sponsored]

A tiny 1% move could have you targeting triple-digit gains with Gamma Pockets

What if you knew exactly how to spot certain stocks Wall Street could be forced to buy… and you had a special trading setup for steering their moves into an opportunity? I bet you’d find that thrilling! Well, thanks to an unusual anomaly in the options markets, regular traders like me and you can do exactly that with the ‘Gamma Pockets’. If you’d like to see exactly how these Gamma Pockets work, plus how you can start targeting these moves too, then you need to watch this briefing!
^{_{By clicking the link above you agree to periodic updates from The TradingPub and its partners (privacy policy)}}

🧨The Outrage Meter

Intel up 30% on a $5B bet from Nvidia. A week ago it was a legacy chip laggard - now it's an AI darling. That's one hell of a makeover.

Nvidia's throwing billions into Intel's foundry biz to help secure advanced chip supply, but this is like Apple investing in BlackBerry because they miss physical keyboards. Sure, Intel's factories are real, but the market just gave them a big pat on the back for a deal that isn't even built yet.

🤔What Do You Think?

✌️ Thanks for vibing with us. Hit reply and let us know your take on today's market madness.

⚠️ WARNING: Market data is subject to rapid change. Verify current information before making trading decisions.

DISCLAIMER: Stocks and options trading have large potential rewards, but also large potential risk. You must be aware of the risks and be willing to accept them in order to invest in the stocks and options markets. Don't trade with money you can't afford to lose. This is neither a solicitation nor an offer to Buy/Sell stocks or options. No representation is being made that any account will or is likely to achieve profits or losses similar to those discussed in the linked report. The past performance of any trading system or methodology is not necessarily indicative of future results. All trades, patterns, charts, systems, etc., discussed in the linked report are for illustrative purposes only and not to be construed as specific advisory recommendations. Information contained in this correspondence is intended for informational purposes only and was obtained from sources believed to be reliable. Information is in no way guaranteed. No guarantee of any kind is implied or possible where projections of future conditions are attempted. For full disclaimer information, click here.