This Week in Markets: AI Arms Race, Geopolitics & Buffett’s Bet
The global economy continues to straddle two extremes—technological acceleration and mounting geopolitical tension. This week’s developments—from Apple’s AI expansion to escalating sanctions on Russia—underscore how investors must adapt quickly to both innovation and instability. Here’s a full rundown of what we’re watching and how some smart money is already positioning for what’s next.
Apple opens AI to developers: In a move that could reshape the software ecosystem, Apple will allow developers to build apps using its proprietary large language models. With Apple Intelligence now coming to market, the race to deploy next-gen AI capabilities on consumer devices just got tighter. Explore Apple’s developer push. Meanwhile, another company deep inside NVIDIA’s supply chain is building capacity where the giants can’t—potentially offering investors early-stage exposure to the AI infrastructure boom. Meet the infrastructure disruptor [sponsor].
Buffett’s low-profile power move: While media headlines fixate on volatile tech plays, Warren Buffett just steered $40 billion into a lesser-known but foundational investment. It’s a bet on real value, and average investors can now enter for as little as $20. See why Buffett made the move [sponsor].
Steel, tariffs, and reshoring: Japan’s Nippon Steel is still pursuing full control of U.S. Steel—despite uncertain regulatory sentiment. As the U.S. doubles down on domestic production, steel remains a bellwether for industrial policy. Read how geopolitics plays into this deal.
A second chance in AI? Some analysts say one AI startup—still flying under the radar—may deliver 270x the royalty stream of NVIDIA, and it’s currently trading for under $20. Get the ticker [sponsor].
SEC shakeup and market confidence: Despite sweeping layoffs, the SEC says it remains mission-ready. But critics on Capitol Hill aren’t convinced. The agency’s ability to monitor emerging sectors like crypto and AI could now be in question. See the implications.
Gold vs. volatility: With rate hikes stoking recession fears, investors are turning again to gold. A Gold IRA could serve as a stabilizer—and a strategic escape hatch. Get the free gold wealth guide [sponsor].
Europe’s Russia sanctions intensify: The EU’s 17th sanctions package expands its blacklist to over 2,400 entities. Markets are reacting accordingly as energy, commodities, and defense stocks adjust. Here’s what’s in the new sanctions.
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— Investment Insights Report