Alphabet gains from Meta, Apple AI cloud deals

5 articles I'm watching carefully

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Tyler Dupont
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Here's the latest news I'm tracking today.

 📈 Stocks / Finance

Alphabet gains from Meta, Apple AI cloud deals

Alphabet secured a $10B cloud deal with Meta and is in talks to power Apple's AI Siri with Gemini. Both moves boost Google Cloud demand and signal rising AI infrastructure reliance on Alphabet. Shares trade at 21x forward earnings, despite regulatory overhang.

Opendoor drops 11% as investors take profits after rate-driven rally

Opendoor stock fell 11.2% this week after investors locked in gains from last week's Fed-driven surge. Despite the pullback, the stock remains up 178% YTD, buoyed by retail enthusiasm and speculation over a new CEO following insider share purchases and media coverage.

Fed rate cut odds rise as jobs data, board shake-up loom

Markets eye August's jobs report and Fed board reshuffle as Powell signals possible rate cuts. S&P 500 closed above 6,500 amid optimism, but soft labor data and political uncertainty at the Fed add volatility risk. Investors brace for a pivotal September policy meeting.

🪙 Crypto

Ethereum’s institutional surge redefines crypto finance

Ethereum is gaining momentum with rising institutional adoption from firms like JPMorgan and BlackRock. As DeFi matures, Ethereum’s volatility and regulatory scrutiny remain key risks, but its growing role in payments and infrastructure is reshaping digital finance strategies.

🌎 Global Economy

Gopinath warns of debt, fragmentation, and fragile global trust

IMF’s Gita Gopinath cautioned that global debt is nearing 100% of GDP, AI may worsen downturns, and US financial dominance is at risk if trade fragmentation deepens. She stressed central bank independence and warned a future financial crisis could be hard to recover from.

How 433 Investors Unlocked 400X Return Potential

Institutional investors back startups to unlock outsized returns. Regular investors have to wait. But not anymore. Thanks to regulatory updates, some companies are doing things differently.

Take Revolut. In 2016, 433 regular people invested an average of $2,730. Today? They got a 400X buyout offer from the company, as Revolut’s valuation increased 89,900% in the same timeframe.

Founded by a former Zillow exec, Pacaso’s co-ownership tech reshapes the $1.3T vacation home market. They’ve earned $110M+ in gross profit to date, including 41% YoY growth in 2024 alone. They even reserved the Nasdaq ticker PCSO.

The same institutional investors behind Uber, Venmo, and eBay backed Pacaso. And you can join them. But not for long. Pacaso’s investment opportunity ends September 18.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

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