Code & Brew
The most recent CPI (inflation) report Unemployment Rate(latest) What this implies for the next Fed meeting My read: With headline inflation at 2.7% and unemployment up to 4.2%, the risk balance is tilting toward a small “insurance” cut (25 bp) in September—unless August jobs or PCE re-accelerate. Core at 3.1% keeps them cautious; a larger…
Chip Export Deal According to Financial Times, “Trump to consider allowing Nvidia sales of advanced AI chips to China”, the White House approved terms that reportedly force Nvidia and AMD to remit a 15% REVENUE‑SHARE of China chip sales to the U.S. government for export licences, a move that markets hailed but critics warn could…
Chip Diplomacy According to Reuters, “China wants US to relax AI chip-export controls for trade deal, FT reports”, Beijing is pressing to ease export-controls on high-bandwidth memory (HBM) chips ahead of a possible Trump‑Xi summit, a development that could recalibrate global AI supply chains and security calculations. [Reuters] Market Access Deal According to Reuters, “Nvidia,…
OpenAI Launch The Guardian reports “OpenAI says latest ChatGPT upgrade is big step forward but still can’t do humans’ jobs” as OpenAI released GPT-5, a major model rollout with broad public access and scrutiny over accuracy. Source: [Guardian] Microsoft Integration Microsoft’s blog “Available today: GPT-5 in Microsoft 365 Copilot” says GPT-5 is rolling into enterprise…
In an exciting announcement from OpenAI, the company introduced GPT-5, showcasing its groundbreaking capabilities and advancements in artificial intelligence. The video details how this new iteration not only enhances natural language understanding and generation but also incorporates improved reasoning abilities and contextual awareness. As the speaker highlights, “GPT-5 is designed to better understand and generate…
**Global Tariff Implementation** President Donald Trump has enacted new tariffs, including a proposed 100% levy on imported semiconductor chips, aiming to bolster domestic production. This move has intensified trade tensions, with countries like Brazil and India considering retaliatory measures. ([reuters.com](https://www.reuters.com/podcasts/tariff-time-lula-defiant-trump-targets-semiconductors-chatgpt-5-2025-08-07/?utm_source=openai)) **OpenAI’s Strategic Expansion** OpenAI has completed its $6.5 billion acquisition of AI hardware startup io,…
Apple’s $100 Billion U.S. Investment Apple plans to invest an additional $100 billion in the U.S., totaling $600 billion, to boost domestic manufacturing and reduce reliance on Chinese production. This move aligns with President Trump’s trade policies and aims to strengthen American industry. [ft.com] Market Reactions to Semiconductor Earnings The S&P 500 and Nasdaq saw…
U.S. Urges Asia to Avoid European AI Regulations During a visit to South Korea, U.S. White House technology adviser Michael Kratsios urged Asian nations to reject the “European model of fear and over-regulation” of artificial intelligence (AI), referencing the EU’s stringent AI Act. He emphasized that Asian countries should adopt independent approaches to AI regulation…
Global M&A Activity Surges Amid AI Investments According to Reuters, “Global M&A hits $2.6 trillion peak year-to-date, boosted by AI and quest for growth,” highlighting a significant increase in mergers and acquisitions driven by artificial intelligence and growth initiatives. This surge underscores the pivotal role of AI in shaping corporate strategies and market dynamics. Wall…
Tech Giants Thrive Amid Economic Disparities According to the Financial Times, “Wall St and Silicon Valley ride high as tariffs hit Main Street,” major tech companies like Apple, Meta, and Microsoft have reported impressive second-quarter earnings, with the technology sector experiencing annual earnings growth of 41%. This surge contrasts sharply with consumer-facing industries struggling under…