Tech Earnings Surge as Fed Crushes Rate Hopes

Good morning,

Here’s your briefing on what moved markets in the last 24 hours:

Opening Recap

Market Pulse: Futures edged higher after Microsoft and Meta posted strong earnings and Fed Chair Powell dashed widespread rate-cut hopes.

Key Movers: “Samsung’s Chip Profit Tumbles While Investors Seek Bottom” exposed a 94% plunge in Samsung’s memory biz, while “Dow Jones Futures Rise As Microsoft, Meta Soar On Earnings After Fed's Powell Hits Rate-Cut Hopes” captured the bulls in action.

Macro & Politics: Geopolitical shifts surfaced as the U.S. ousted Russia from EU energy markets (“Trump sells the EU more energy and protection, muscling Russia out”), and Trump’s fresh Fed pressure (“Trump keeps pressuring the Fed to cut rates. Here's why its independence matters”) rattled central bank purists.

What’s Next: Watch for the forthcoming U.S. High-End Liquid Refreshment Beverages Market Analysis Report 2025 and any ripple effects it triggers in consumer staples.

Market Commentary

Everyone’s hung up on earnings beats and forgotten the bigger threat from mounting U.S. debt. The Daily Hodl’s “‘Severe Devaluation’ of Dollar Only Way Out for US Government Debt As Argentina-Style Inflation Approaches: Luke Gromen” highlights a looming risk: if policymakers resort to money printing, we could see real returns vaporize. That undercurrent is what’s going to burn complacent portfolios harder than any tech sell-off.

Meanwhile, the rise of community-controlled AI and SME capital solutions signals a shift in power. “VeraNet Launches Decentralized AI Ecosystem with Community-Controlled Tools and Services” and GlobeNewswire’s “StocktiX Set to Expand Global Financial Services, Empowering SMEs with End-to-End Capital Market Solutions” both underscore how decentralization and niche market access are colliding. The fusion of tech autonomy and targeted financial infrastructure is setting the stage for unexpected winners.

Bottom line: if you want a shot at outsized returns, carve out a slice for decentralized AI protocols and SME-focused platforms, but hedge against a dollar washout. Keep your stops tight and your eyes on the Fed’s next move—it won’t wait for anyone.