Motley Fool Money Big Tech Is Fun Again & The Fed Speaks
23 snips
Sep 19, 2025 
Lou Whiteman and Jason Moser dive into some hot topics in tech and finance. They discuss the Federal Reserve's recent rate cut and its implications on the economy. NVIDIA’s jaw-dropping $5 billion investment in Intel sparks a conversation about the competitive landscape in chip-making. Meta's foray into AI-powered glasses reveals their ongoing obsession with the metaverse. Google’s partnership with PayPal highlights exciting new developments in agentic commerce. These insights are a tech investor's dream!
AI Snips
Chapters
Books
Transcript
Episode notes
Fed Cut Signals Shift From Inflation To Jobs
- The Fed cut rates 25 basis points and signaled more easing aimed at balancing inflation and employment risks.
- Long-term rates rose, showing limits to Fed control and mixed market signals.
Long Rates Tell A Different Story
- Long-term bond yields rose after the Fed cut, indicating markets weigh debt, inflation expectations, and fiscal realities beyond Fed policy.
- Lou says this underlines the Fed's blunt instruments and the market's broader view.
NVIDIA’s Strategic Bet On Intel
- NVIDIA invested $5 billion in Intel to integrate processors and AI chips, strengthening Intel with a powerful partner.
- The deal favors Intel strategically but also gives NVIDIA a discounted stake and potential supply stability.
