Let It Grow Investing – Episode NotesHeadlines This Week
Google rallies after antitrust win
Judge Amit Mehta rules against breaking up Chrome/Android.
Google avoids forced divestitures, only barred from new exclusivity deals.
Stock pops ~9%, adding $200B+ in value.
Apple benefits from Google ruling
Apple continues to receive billions annually from Google to remain the default search engine.
Strengthens both companies’ partnership as Apple rolls out Gemini AI integrations.
Amazon & Anthropic AI
Amazon announces deeper integration of its Trainium chips in Anthropic’s AI workloads.
Push to reduce reliance on Nvidia GPUs and strengthen Amazon Web Services’ AI ecosystem.
August Jobs Report
Job growth slowed slightly, unemployment edges higher.
Signs of cooling labor market, wage growth moderating.
Fed Rate Cut Outlook
With softer labor and easing inflation, markets now expect the Fed to begin cutting rates this fall.
Investors weighing impact on equities, bonds, and growth stocks.
Google clears a huge regulatory overhang—analysts lift price targets.
Apple indirectly wins—billions in search deal payments continue.
Amazon doubles down on AI hardware play with Anthropic.
Job market softening gives Fed room to pivot.
Rate cut expectations boost risk appetite across tech and growth.
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