AI Earnings Surge
According to Financial Times, “Nvidia delivers strong results amid market jitters over AI boom”, the chipmaker posted record revenue as data‑center demand lifted guidance; analysts warn momentum may face cyclical headwinds. The report highlights how “AI” infrastructure is now central to market valuations. [Financial Times](https://www.ft.com/content/23a736c2-92e4-412f-a2c6-afebd6461a5c)
State Intervention in Chips
According to Reuters, “Sustainable Finance Newsletter – Trump’s industrial policy kicks off”, the U.S. converted $11.1 billion in Chips Act grants into a 9.9% equity stake in Intel, a move investors say risks politicizing corporate governance. The development reframes “chips” policy as an explicit tool of industrial strategy. [Reuters](https://www.reuters.com/sustainability/sustainable-finance-newsletter-trumps-industrial-policy-kicks-off-2025-08-27/)
Rules and Reach
According to Politico, “Jim Jordan invites Nigel Farage to Capitol Hill to bash tech laws”, the House Judiciary hearing will press the EU Digital Services Act and UK Online Safety Act as threats to U.S. platforms and free speech, escalating transatlantic tech tensions. The hearing signals renewed focus on “regulation” as a geopolitical lever. [Politico](https://www.politico.com/news/2025/08/27/jordan-eu-censorship-00529218)
S&P 500 hits record — According to the Wall Street Journal, “Investors’ Bets on Nvidia Lift the S&P 500 to Another All-Time Closing High”, with AI demand lifting the index to a fresh closing high ahead of Nvidia’s earnings. ([wsj.com](https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-08-27-2025-9f60eaaf?utm_source=openai)) [WSJ](https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-08-27-2025-9f60eaaf)
Trump fires Fed governor — According to CNBC, “Trump fires Fed Governor Lisa Cook, cites mortgage fraud claim”, Cook says she will sue and remain in office, raising concerns about Fed independence and rattling markets. ([cnbc.com](https://www.cnbc.com/2025/08/25/trump-fires-lisa-cook-fed-powell.html?utm_source=openai)) [CNBC](https://www.cnbc.com/2025/08/25/trump-fires-lisa-cook-fed-powell.html)
Too busy to read? Listen to the audio file.