DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
Warm-Up
- China Style Capitalism - CHINUS Capitalism
- Some Fed speakers talking 2 cuts now
- Fresh set of IPOs entering the market
- A NEW Closest to The Pin
- AND a couple of listener limericks
Markets
- New Highs and Crypto looks to breakout
- Apple best week since 2020
- Alts coming to your 401k
- Gold - no longer to be tariff'd
- NVDA chips - not safe?
Fed Speakers
- Some talking 3 rate cuts... End of year?
- CPI and PPI this week so we shall see
-- Seems like kiss ass tactcs to keep job or get promoted
New America Way of Business? - CHINUS
- Nvidia and Advanced Micro Devices have agreed to give the U.S. government a share of revenues from certain chips sold in China, the Financial Times reported, in an unprecedented arrangement with the White House.
- In exchange for 15% of revenues from the chip sales, the two chipmakers will receive export licenses to sell Nvidia’s H20 and AMD’s MI308 chips in China, according to the FT.
- The arrangement comes as President Donald Trump’s tariffs continue to reverberate through the global economy, underscoring the White House’s willingness to carve out exceptions as a bargaining tool. (Who is this bargaining with????)
Perplexing
- Perplexity offered to purchase Google's (GOOG) Chrome for $34.5 billion, according to WSJ
- Google doesn’t break out Chrome-specific revenue, analysts estimate its indirect contribution to ad revenue is tens of billions annually. Losing Chrome would weaken Google’s ability to control defaults and gather behavioral data, which are critical for ad targeting
- Analysts suggest Chrome could be worth $50 billion or more if Google were forced to sell, given its user base and strategic importance
-
IPOs
- The U.S. IPO market has surged in 2025, with over 210 listings so far—up 84% from last year. Notable performers include:
- Figma, Inc. – IPO at $33, now trading at $78.11 (+136.70%)
- Ambiq Micro, Inc. – IPO at $24, now $39.47 (+64.46%)
- inkhome Hol
Published on 2 weeks ago
