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   Nvidia and the US government aren't enough |
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                               <a class="text-blackLight no-underline font-extrabold" style="font-weight: 800; color: #3C4857; color: rgba(60, 72, 87, 1); text-decoration: none;">
                                TOGETHER WITH
                               </a>
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                   Hi Sarah, here's what you need to know for
                   <strong>
                    September 26th
                   </strong>
                   in
                   <strong>
                    3:10 minutes
                   </strong>
                   .
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                    <span class="font-normal" style="font-weight: 400;">
                     Apple might join Intel’s star-studded squad, which already features Nvidia, SoftBank, and the US government
                    </span>
                   </li>
                   <li class="text-body leading-normal" style="margin-bottom: 8px; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; font-size: 16px; line-height: 1.5;">
                    <span class="font-normal" style="font-weight: 400;">
                     The push for less-frequent earnings updates and what you should do… starting now –
                     <a class="text-primary underline font-medium" style="font-weight: 500; color: #204CE9; color: rgba(32, 76, 233, 1); text-decoration: underline;">
                      Read Now
                     </a>
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                    <span class="font-normal" style="font-weight: 400;">
                     An unexpected mine closure sent copper’s price higher
                    </span>
                   </li>
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                     ☕️ Finimized over an espresso at
                     <a style="color: #204CE9; color: rgba(32, 76, 233, 1); text-decoration: underline; font-weight: 500;">
                      Allpress
                     </a>
                     in London, UK (
                     <b>
                      🌦️
                     </b>
                     15°C/59°F)
                    </p>
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              <span class="text-heading1 text-black font-black" style="font-weight: 900; font-size: 24px; color: #283444; color: rgba(40, 52, 68, 1);">
               Lean, Mean, Deal-Making Machine
              </span>
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              </h4>
              <p style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
              </p>
              <p data-block-key="r9weh" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                What’s going on here?
               </b>
              </p>
              <p data-block-key="1srai" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Intel’s eager to take back the chipmaking top spot, and it wants Apple in its corner.
              </p>
              <p data-block-key="97r2l" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                What does this mean?
               </b>
              </p>
              <p data-block-key="en9m0" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Once the undisputed king of chips, Intel’s reputation has been beaten and bruised by young bucks like AMD and Nvidia. The firm’s technology has fallen behind the industry’s best, leaving its factories with more than their fair share of tumbleweeds.
              </p>
              <p data-block-key="1jqs" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               But Intel still has fans on its side: the US government bought a 10% stake in the company last month, Nvidia pledged $5 billion last week, and SoftBank committed $2 billion before that. Now, Apple’s considering lending a hand. The Big Tech firm has already pledged to invest $600 billion in the US, after all – and a chunk of that change could help Intel bankroll projects like its next-generation “14A” chips.
              </p>
              <p data-block-key="ebdmk" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                Why should I care?
               </b>
              </p>
              <p data-block-key="a7nli" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                <i>
                 For markets:
                </i>
               </b>
               <i>
                Quick, stress-test the scaffolding.
               </i>
              </p>
              <p data-block-key="98da5" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               When it comes to public support, you can’t do much better than the US government. Its stake suggests that Intel’s “too important to fail” – mostly because the administration views its chipmaking facilities as essential in the global AI race. That’s mainly why investors have pushed the stock 60% higher since August.
              </p>
              <p data-block-key="5dahi" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                <i>
                 The bigger picture:
                </i>
               </b>
               <i>
                Full faith and credit…
               </i>
              </p>
              <p data-block-key="7kdo1" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Intel isn’t the only one with the government’s backing. The US seems to be moving toward a form of state capitalism once associated with China – protecting critical supply chains, directing cash flows, and making money in return. Besides Intel, the government has pushed for a stake in Lithium Americas, secured a golden share (which comes with veto rights) in US Steel, and floated a new sovereign wealth fund.
              </p>
              <p data-block-key="h61k" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               All in all, that means the likes of Intel can trade at higher multiples despite underwhelming results. And with geopolitics moving share prices in hot-topic sectors from chips to EVs, the legacy tech company may serve as a test case for whether government support can override lackluster performance in the long term.
              </p>
              <p style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0;">
              </p>
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               <b>
                You might also like:
               </b>
               <a style="color: #204CE9; color: rgba(32, 76, 233, 1); text-decoration: underline; font-weight: 500;">
                Intel may be too important to fail – and too cheap to pass up
               </a>
               .
              </p>
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                  <strong>
                   Copy to share story:
                  </strong>
                  <a class="text-black60 font-normal" style="text-decoration: underline; font-weight: 400; color: #71767B; color: rgba(113, 118, 123, 1);" target="_blank">
                   https://app.finimize.com/content/lean-mean-deal-making-machine
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                         <span style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; font-weight: bold; color: #E6F14A; display: inline-block;">
                          FROM OUR RESEARCH DESK
                         </span>
                        </td>
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                         <h2 style="font-weight: 700; line-height: 1.25; margin-bottom: 16px; font-size: 24px; color: #FFFFFF; margin: 0 0 4px; font-family: 'Poppins', Helvetica, arial, -apple-system, sans-serif; margin-top: 0;">
                          Why Fewer Earnings Updates Might Be Good For Investors (And Why It Might Not)
                         </h2>
                         <p style="line-height: 1.5; margin-top: 0; margin-bottom: 16px; font-family: Helvetica, Arial, sans-serif; font-size: 14px; color: #FFFFFF; margin: 0;">
                          Reda Farran, CFA
                         </p>
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                      <img alt="Why Fewer Earnings Updates Might Be Good For Investors (And Why It Might Not)" src="https://inboxflows.com/_/image/https%253A%252F%252Ffinimize-img.imgix.net%252Fhttps%253A%252F%252Fchivas-assets.s3-eu-west-1.amazonaws.com%252Fstatic%252Fimages%252FInsight-250925-ReportingFrequency.original.jpg%253Ffit%253Dclip%2526h%253DNone%2526ixlib%253Dpython-3.1.2%2526w%253D768%2526s%253D347ada9f489e43048f6f5d854c2d5f9a/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZmaW5pbWl6ZS1pbSIsInRpbWUiOjE3NTg4NzM5MDcuMzQ5MjAyfQ:1v23Rz:XGXGyuiyEsHicf4WdTLh09BO6SoY965Wi1iAOzPEp6Y" style="max-width: 300px; border-radius: 4px;" width="300"/>
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                     <p data-block-key="xjbe2" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff; color: rgba(255, 255, 255, 1);">
                      In the US, a long-standing Wall Street rule is a topic of fierce debate: should public companies be required to
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       report results
                      </a>
                      every three months?
                     </p>
                     <p data-block-key="cqf8o" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff; color: rgba(255, 255, 255, 1);">
                      Some – including the American president – say it’s time to move to a
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       six-month cycle
                      </a>
                      , like in some other countries, to encourage firms to focus more on long-term growth (and less on short-term shareholder-pleasing).
                     </p>
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                      Others say the change would reduce transparency and leave investors in the dark. So, let’s break down the arguments
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       for and against
                      </a>
                      .
                     </p>
                     <p data-block-key="7cm9j" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff; color: rgba(255, 255, 255, 1);">
                      That’s today’s Insight:
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       why fewer earnings updates might be good for investors (and why it might not)
                      </a>
                      .
                     </p>
                     <p data-block-key="5lss" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0; color: #fff; color: rgba(255, 255, 255, 1);">
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       <b>
                        Read or listen to the Insight here
                       </b>
                      </a>
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                      *
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                    <b>
                     Crowdfunder alert: the platform promoting picks that beat the S&amp;P 500
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                   </h4>
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                    <a style="color: #204CE9; color: rgba(32, 76, 233, 1); font-weight: 500; text-decoration: underline;">
                     Prospero.ai
                    </a>
                    ’s high-tech signals and plays are helping investors make smarter decisions.
                    <br/>
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                    Now, you can benefit as they do:
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                     Prospero’s crowdfunder is open
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                    .
                    <br/>
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                     Prospero’s weekly active users have increased 50% in three months with traders eager to see new strategies and plays almost every day. Their
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                     Thanks to that, their conversion to paid is approaching 10%.This has Prospero on track to increase revenue by over 150% this year – following more than a 200% increase last year.
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                    No wonder the platform was named the Best AI Fintech by the Global Financial Market Review, while winning the award for the Most Influential CEO 2025 Financial Technology from CEO Monthly.
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               Close Mine-Did
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              </h4>
              <p style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
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               <b>
                What’s going on here?
               </b>
              </p>
              <p data-block-key="5tg0i" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Copper prices moved higher, after a natural disaster put one of the world’s biggest mines out of commission.
              </p>
              <p data-block-key="7ag4f" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                What does this mean?
               </b>
              </p>
              <p data-block-key="8n5kp" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Indonesian copper mine Grasberg produces a whopping 3% of the world’s supply. But after a catastrophic mudslide, its American owner Freeport-McMoRan could be forced to close the site until 2027. That’d leave the US firm in a tough spot, unable to fulfil certain contracts.
              </p>
              <p data-block-key="29jk1" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               🔻 Investors pushed Freeport’s stock down 20% – its worst fall since 2020 – and bought shares in rival miners like Antofagasta and Anglo American instead.
              </p>
              <p data-block-key="dpvbi" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               🔺 And, anticipating a supply shortage, they pushed copper prices up around 4% – to $4.75 a pound.
              </p>
              <p data-block-key="1s53b" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                Why should I care?
               </b>
              </p>
              <p data-block-key="dcp7q" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                <i>
                 Zooming out:
                </i>
               </b>
               <i>
                Copper’s here, there, and nowhere.
               </i>
              </p>
              <p data-block-key="egbtm" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               This is just the latest in a series of mining setbacks: flooding in Congo and a collapsed tunnel in Chile recently impacted the sites of two other producers. Together, the three incidents could reduce global production by around 6% – worse than the usual 5% that analysts budget for these kinds of disruptions.
              </p>
              <p data-block-key="cqbnp" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Bear in mind, traders were already worried about supply
               <i>
                before
               </i>
               these three incidents. AI and clean energy companies just can’t get their hands on enough copper, putting pressure on the market after years of underinvestment in new mines.
              </p>
              <p data-block-key="1vmve" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               That’s some contrast to mere months ago, when the US president’s proposed import duty sent copper prices to record highs, only for them to plunge nearly 20% when it was excluded from tariffs. That left warehouses stuffed with
               <i>
                unwanted
               </i>
               stock.
              </p>
              <p data-block-key="7odl1" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                <i>
                 The bigger picture:
                </i>
               </b>
               <i>
                Mission critical.
               </i>
              </p>
              <p data-block-key="4uffm" style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Copper’s supply issues highlight a key issue for disruptive tech and energy companies: they need a consistent supply of critical metals (ideally at manageable prices, too). That’s why the US government is buying stakes in firms like Lithium Americas and MP Materials, ensuring a steady supply.
              </p>
              <p style="font-size: 16px; line-height: 1.5; color: #283444; color: rgba(40, 52, 68, 1); font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0;">
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               <b>
                You might also like:
               </b>
               <a style="color: #204CE9; color: rgba(32, 76, 233, 1); text-decoration: underline; font-weight: 500;">
                The red-hot outlook for copper and other “future minerals”
               </a>
               .
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                  QUOTE OF THE DAY
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                  "Never take a solemn oath. People think you mean it."
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                 <span class="text-caption font-normal text-blackLight leading-normal" style="font-weight: 400; font-size: 12px; line-height: 1.5; color: #3C4857; color: rgba(60, 72, 87, 1);">
                  – Norman Douglas (a British writer)
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                   You can now access the same charts and screeners the pros use – without needing six screens or a pinstripe suit. (Unless that’s how you get into the home-working mentality. You do you, buddy.)
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                    Link a portfolio worth £500 or more to Tradu, and you’ll get its TradingView integration for free
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                   . That means access to: 400-plus indicators (and endless community-made ones), a sprawling stock screener, customizable charts, smart alerts, and strategy testers.
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                        🎯 On Our Radar
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                        1.
                        <b>
                         Leave the clown suit at home today.
                        </b>
                        There’s a major downside of
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                         being “the funny one” at work
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                        .
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                        2.
                        <b>
                         Not so funky, not so fresh.
                        </b>
                        <a style="color: #204CE9; color: rgba(32, 76, 233, 1); font-weight: 500; text-decoration: underline;">
                         Amazon’s shutting its UK grocery stores
                        </a>
                        .
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                        3.
                        <b>
                         OpenAI’s door is ajar.
                        </b>
                        Our analyst can show you
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                         how you could gain exposure to coveted private companies
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                        .
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                        4.
                        <b>
                         From back-to-school to millennial cringe.
                        </b>
                        Here are the
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                         best marketing tactics
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                        for social media right now.
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                        5.
                        <b>
                         Nothing beats potential.
                        </b>
                        The
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                         end of your situationship
                        </a>
                        might be worse than a proper breakup.
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