Timestamps:
7:20 – Mortgage Rate Spike
16:00 – Institutional Mega-Bets
19:40 – Bank of America’s S&P 500 Short Call
24:36 – A Message from Africa
49:06 – Bitcoin Hits All-Time High
56:10 – OpenAI Acquires Jony Ive’s Company
1:03:00 – Is It Time for Tim Cook to Go?
1:09:30 – Apple’s Losing Streak & Tariff Threat
1:15:13 – AI Writing Code at Microsoft
1:20:00 – Insider Moves at AMD and Palantir
1:32:00 – Google’s New AI Advancements
In this week’s episode of Market Mondays, we dive into the rising mortgage rates and whether a housing crisis is brewing, a $3 billion institutional bet on the stock market, and Bank of America’s surprising call to short the S&P 500. We also share exclusive insights from our trip to Africa and discuss the future of global investment opportunities on the continent.
We break down Bitcoin’s all-time high, OpenAI’s major acquisition of Jony Ive’s company, and Apple’s latest challenges—from leadership questions to looming tariffs. Plus, we analyze insider moves at AMD and Palantir, Microsoft’s AI coding shift, and Google’s latest advancements in artificial intelligence.
Link to Invest Fest:
#MarketMondays #Bitcoin #Investing #Apple #OpenAI #AfricaBusiness #S&P500 #StockMarket #TechNews #MortgageRates #AI #Palantir #AMD #GoogleAI
