Two massive stories are shaping the global economy this week. China just tightened control over rare earth exports, putting pressure on U.S. manufacturers that depend on those minerals for EVs, defense systems, and semiconductors. President Trump fired back with a 100% tariff threat that briefly wiped out nearly $2 trillion in market value before trade talks resumed.

At the same time, OpenAI is moving fast. Walmart’s new partnership will let users shop directly inside ChatGPT, and new updates will add adult-only modes and personalization features for verified users.

In this episode, Matt Allen connects the dots between power, policy, and innovation. What happens when China controls the materials of the future and AI controls the way we shop?

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Matt Allen breaks down three huge stories moving the markets this week.

First, AMD strikes a multiyear deal with OpenAI worth up to six gigawatts of GPU power, but the real question is why AMD had to give up equity to make it happen. Matt explains what makes this deal different from Nvidia’s and why it raises new questions about how the AI buildout will actually be funded.

Then, Tesla drops Full Self-Driving version 14 just hours before teasing a mysterious new product reveal. Matt explains what FSD 14 can actually do, why this could be Tesla’s biggest leap in autonomy yet, and what the rumored $30,000 Tesla means for EV adoption and investors.

Finally, with Washington facing another possible government shutdown, Matt breaks down how markets historically react, which sectors tend to get hit first, and what investors should really focus on.

If you follow the stock market, AI, or Tesla, this is one episode you don’t want to miss.

The Matt Allen Show breaks down three stories that could reshape the stock market, tech investing, and geopolitics. Nvidia’s $100 billion partnership with OpenAI is about securing 10 gigawatts of compute, building the largest AI infrastructure in history, and potentially generating $200 billion in revenue. Trump’s new $100,000 H1B visa fee shocks Silicon Valley, sparking debate between tech leaders like Elon Musk and David Sacks and Trump’s own base, with startups likely to take the hardest hit. Finally, Trump and Xi move closer to a TikTok deal that could determine the future of one of the world’s most valuable social media platforms while testing US and China relations and investor confidence at the same time.

The latest jobs data shows the U.S. economy added nearly a million fewer jobs than first reported. Matt Allen breaks down what this means for the stock market and interest rates, why Elon Musk just bought $1B of Tesla stock, and how humanoid robots could solve America’s labor shortage. President Trump also wants the SEC to move earnings to twice a year. Matt Allen shares why companies should still report quarterly but give guidance less often. Investing, jobs, Tesla stock, and the future of earnings all in one show.

Show Notes

• Broken Jobs Data: The BLS revised job growth down by 911,000. Matt Allen explains why the data is unreliable, what better solutions exist, and how this affects the Fed, interest rates, and the stock market.
• Tesla’s Robot Future: Elon Musk buys $1B worth of Tesla stock. Matt Allen explains why Tesla is not just a car company but an AI and robotics company, how humanoid robots could fill millions of unfilled labor jobs, and why leasing Optimus at $100K a year could be a trillion dollar business line.
• Trump vs the SEC: President Trump pushes to cut earnings reports to twice a year. Matt Allen explains why quarterly earnings should stay, but guidance should shift to a twice a year model and how this could change corporate strategy and transparency for investors.

If you care about stocks, investing, and the future of the economy, this show is packed with insights you will not get anywhere else.

On this episode of The Matt Allen Show, Matt Allen and Rob break down the biggest investing stories moving the stock market. The U.S. government takes a ten percent stake in Intel, buying Intel stock nearly four dollars below the market price in a deal worth nine billion dollars. Cracker Barrel stock tumbles after a controversial rebrand and then bounces back as the company reverses course under political and customer pressure. President Trump fires a Federal Reserve Governor in an unprecedented move that shakes confidence in the independence of the Fed and raises new questions for investors. Matt Allen and Rob cut through the noise with conversation about what these headlines mean for Intel stock, Cracker Barrel stock, the broader stock market, and anyone focused on investing today.