• Link & Load
  • Posts
  • 🛠️ Intel Downgraded Amid Rising Competition | 🤖 Palantir’s AI Revenue Surge | 🚀 Bullish Eyes $4.2B Crypto IPO

🛠️ Intel Downgraded Amid Rising Competition | 🤖 Palantir’s AI Revenue Surge | 🚀 Bullish Eyes $4.2B Crypto IPO

US tech faces shakeups as chip giant's credit slips, AI fuels Palantir's growth, and Thiel-backed Bullish targets a blockbuster crypto debut.

In partnership with

Turn AI Into Your Income Stream

The AI economy is booming, and smart entrepreneurs are already profiting. Subscribe to Mindstream and get instant access to 200+ proven strategies to monetize AI tools like ChatGPT, Midjourney, and more. From content creation to automation services, discover actionable ways to build your AI-powered income. No coding required, just practical strategies that work.

🖋 Today’s Angle

Mornings are better when your inbox delivers the real tech juice:

  • Intel’s credit takes a downgrade detour—big chips, bigger pressure

  • Palantir’s AI cash machine just found another gear

  • Tesla gives Elon Musk a $29B reason not to wander off into extracurricular pursuits

  • US regulators prep for listed, regulated spot crypto trading—finally

  • Peter Thiel’s Bullish exchange aims for a wild $4.2B IPO

  • Plus: build a full AI-powered game in minutes (no coding, zero sweat)

––Sascha Thiele

🚀 Tech & Business

What Happened: Fitch just downgraded Intel’s credit rating to BBB, citing waning demand and cutthroat competition from AMD, Qualcomm, and others. The move puts Intel just a couple of rungs above “junk” territory. Add in job cuts, spin-offs, and declining market share, and you get the picture—Intel’s having a Q3 to forget.

Why It Matters: Intel's ability to invest, borrow, and outpace rivals depends on investor confidence, which now has trust issues. The PC and server space is evolving fast; if Intel fumbles product launches or debt reduction, even more turbulence looms. The takeaway? Sometimes, Moore’s Law is easier to maintain than Moody’s Law.

What Happened: Palantir smashed its Q2 projections, notching a 48% revenue pop to over $1B and hiking its annual outlook again. Contracts—especially in the US commercial sector—are up 93%, thanks to a feeding frenzy on its AI data services. CEO Alex Karp called it the “astonishing impact” of AI, with fat margins to match.

Why It Matters: Palantir isn’t just a government darling anymore—its blend of AI, big data, and operational smarts is catching fire across the private sector. If demand keeps up, the company’s revenue engine could rival even the chattiest LLM..

What Happened: Tesla is granting CEO Elon Musk roughly $29 billion in stock, a “good faith” portion of a larger pay package the courts nixed last year. The interim award, contingent on Musk staying put for two years, aims to keep “Captain [Space]ship” focused on Tesla’s pivot to robotaxis and humanoid robots. The board moved to avoid more Delaware drama—and possibly so he doesn’t open another social network where your car can talk back.

Why It Matters: With Musk at the wheel, Tesla’s ambitions (autonomous everything, AI robotics) are more plausible. Investors (and Mars colonists) now k.

The concept of Manychat is easy: get rid of manual work on Instagram and use automations to make money. Use the link to get one month of the pro subscription for free.

*This is an affiliate link, so I would get a small commission if you use the tool.

💰 The Finance Overview

Stock Market Profit GIF by Finqalab

Giphy

Markets woke up caffeinated but cautious. FAANG stocks mostly edged up—except for a sharp dip in Apple, triggered by soft China numbers and supply chain gripes. Amazon shrugged off labor unrest, still riding the AI supply chain wave. Venture capital fundraising is bouncing back, with several mega-seed rounds bucking last quarter’s drought; on the other hand, startup closures are still elevated, especially in logistics and agtech.

Semiconductor and cloud infrastructure shares were rattled by Intel’s downgrade, but Nvidia and AMD continued their “can’t lose” streak, buoyed by fresh AI demand. IPO buzz is alive: All eyes on Peter Thiel’s Bullish, which could finally make digital asset unicorns great again.

Finally, the “Wild Card” award goes to supply-chain tech—warehousing robots and digital twins are seeing unexpected investor enthusiasm, suggesting that the shelf-life for buzzwords is a lot longer in logistics. Smart money’s watching: AI adoption, not just invention..

Polka Dot Crypto GIF by JĂŚn

Gif by darkbean on Giphy

What Happened: The US Commodity Futures Trading Commission announced it will allow registered futures exchanges to list spot crypto asset contracts for trading—think Bitcoin and friends without the “futures” time warp. This move, delivered in coordination with the SEC, is part of a broader push to bring digital assets under one regulatory roof.

Why It Matters: This is a giant leap toward legitimacy and mainstream adoption of crypto in the US. If the roadmap holds, expect more liquidity, tighter regulation, and less room for sketchy offshore action. Wall Street (and regulators) want less drama and more volume—mission accepted.

What Happened: Bullish, a crypto exchange backed by Peter Thiel, just filed for a US IPO targeting a $4.2B valuation and a $629M raise. That’s the flashiest digital asset debut since Coinbase, underwritten by Wall Street bluebloods J.P. Morgan, Citi, and Jefferies. Bullish wants to turn IPO proceeds into stablecoins and expand its institutional trading platform.

Why It Matters: This IPO could be a reset moment for crypto’s public market reputation, attracting institutional capital into a space that’s long been “too wild to touch.” With heavyweights on board and real revenue, Bullish is betting big that U.S. regulation and custody will finally unlock the next crypto bull run.

Missed the Market’s Big Moves?

The market moves fast - we make sure you don’t miss a thing.

Elite Trade Club delivers clear, no-fluff market intel straight to your inbox every morning.

From stocks to big-picture trends, we cover what actually matters.

Join 100,000+ readers who start their day with the edge.

🎓 Skill Builder

Alexfinn - Published July 30 2025

What You'll Learn:

  • Set up and use Cursor, the hottest new AI-powered code editor

  • Design and launch a simple (but functional!) web game without writing a single line of code

  • Drag-and-drop AI assets and logic blocks to accelerate development

  • Deploy your finished project to the web for anyone to play

  • Tips to start monetizing your game or launching your micro studio

  • Real talk: pitfalls and how to avoid rookie mistakes

Why It's Worth Your Time: If you want to flex your creative muscles and ride the generative AI wave—minus the bootcamps and brain-melting syntax—this is your fast lane to real output and new income streams.

✅ scispace.com â€” Your AI Companion to Understand Any Research Paper

✅ tryspill.com â€” Minimalist freewriting app

✅ kanbanq.app— Project management. Simply done. For small teams & indies

✅ verbite.com â€”SEO-ready content from AI Agents

✅ ghost.org â€” Fiercely independent, open source publishing

Got a killer link we missed? Hit reply and share the goods. 💌

What do you think about Link & Load?

Login or Subscribe to participate in polls.

🏁 Tomorrow’s Forecast

AI will make (and maybe break) headlines—but don’t worry, your coffee is still safe. ☕


AI You’ll Actually Understand

Cut through the noise. The AI Report makes AI clear, practical, and useful—without needing a technical background.

Join 400,000+ professionals mastering AI in minutes a day.

Stay informed. Stay ahead.

No fluff—just results.

Start your own newsletter and get a 30-day trial + 20% off for 3 months. Sign up here.

Reply

or to participate.