September 28, 2025 | Read Online

👋 Hey there, Tech Fizz here.

If you have some cash laying around and want to take advantage of the AI boom, then consider investing in some of the companies below:

This list was put together by Dan Ives, the global head of technology research at Wedbush Securities, based on expected growth from AI exposure.

What we've got in this edition:

• 🚨 Market News Highlights.
• 💬 AI Prompt. Find the best yield-generating assets to buy and hold.
• 🔥 Cathie Wood's ARKW Fund. Looking at some extremely well timed trades.

MARKET RADAR

🍎 Intel is in talks with Apple for a potential investment. The legacy chipmaker is experiencing strong tailwinds after securing billions in funding from Nvidia and the US government.

🏷️ The American Dream now carries a $5M lifetime price tag, jumping from last year’s $4.4M estimate. The middle-class is slowly disappearing as traditional milestones like homeownership and college education become financially unattainable.

📉 Seasonal hiring plummets to recession levels. Job placement firm Challenger, Gray & Christmas projected the lowest seasonal hiring since 2009, with more companies relying on automation.

🛍️ Consumer sentiment sank to a final reading of 55.1 this month, one of its lowest levels since 1951. But that didn’t stop consumer spending from climbing last month. This divergence shows that people are basically being forced to spend more due to rising costs.

🤖 According to Deutsche Bank, the economy would be in free-fall today if it wasn't for the billions of dollars funneled into AI infrastructure. AI spending has added more to the US GDP than consumer spending itself. The growth has specifically come from a frantic buildout of data centers and chips. But the question becomes: once the data centers are built and the chips are installed, what happens if the promised productivity gains never arrive?

EARNINGS

Companies Reporting Earnings Week of September 28th, 2025:

Join EarningsHub

AI PROMPT

The Fed's interest rate cut was a bullish signal for the stock market, but also caused APY offered by HYSAs to go down.

If you don't want your savings to just sit around and lose value due to inflation, here's a prompt for you that will help with hunting for better yields.

(We recommend using Perplexity for finance/investing prompts)

SMART MONEY TRACKER

Cathie Woods (ARK Invest CEO) was in the news again for making some smart trades.

Let's take a closer look.

ARKW ETF Trades:

• Date: September 22, 2025
• Company: Alibaba ($BABA)
• Direction: Buy
• Market Value: $8.1 million
• % of ETF: 0.29%

Check out the chart below. The fund bought shares on Monday, Sept 22 and just 2 days later the stock spiked by more than 13%.

What caused this spike?

The announcement that Alibaba is partnering with Nvidia on a $53 billion AI and data center investment deal.

What's interesting is that this news didn't break until Sept 24.

So how did Cathie Woods know it was a good time to buy 2 days earlier? 🤨

• Date: September 22, 2025
• Company: Shopify ($SHOP)
• Direction: Sell
• Market Value: $2.7 million
• % of ETF: 0.10%

This trade (above) is also noteworthy because it coincided with Tobias Lutke's (CEO of Shopify) proposed sale of 446,584 shares on Sept 22 (reported in last week's newsletter edition).

Whenever you're ready to take the next step

• Check out our Top 20 Investment Research Tools

• Get better at investing with our Top 10 Stock Analysis AI Prompts

• We're building a free paper trading tool you can use to practice investing with virtual money. Join the waitlist for early access.

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😎 Vibe Check

Thoughts on this week's newsletter?

🤑🤑🤑 Keep 'Em Coming, Big Boy

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​ 🤑🤑 Not Great, Not Terrible

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​ 🤑 Weak Sauce ​
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As always, thanks for reading and stay tuned for next week's edition!

Tech Fizz Team, signing off 🫡

DISCLAIMER: The content in this newsletter is not financial advice; it is for educational and informational purposes only. Stocks can be risky and speculative. Please do your own research before investing.