Another day, another signal — and we’ve got the highlights.

Nvidia’s CEO Jensen Huang has announced the first US-made Blackwell AI chip wafer, calling it the dawn of an AI-powered industrial era. Trump’s tariffs were a contributing factor in accelerating domestic production.

Robinhood’s has seen its price target jump 30% due to a rebound in market excitement. With the stock reaching new all-time highs, and increased institutional interest, the outlook for the company is very strong. What does this mean for new investors?

In today’s financial recap:

  • Nvidia’s US-Made AI Chip Sparks Industrial Revolution

  • Robinhood’s Target Price Jumps 30% on Crypto ETF Buzz

  • Privacy Coins Ignite Supercycle Amid Regulatory Scrutiny

  • Meta Offloads AI CapEx Risk in $14B CoreWeave Deal

Nvidia’s US-Made AI Chip Sparks Industrial Revolution

The TradeWatch: Nvidia CEO Jensen Huang announced the first US-made Blackwell AI chip wafer, calling it the dawn of an AI-powered industrial era and crediting Trump’s tariffs for accelerating domestic production.

Unpacked:

  • Nvidia, in partnership with TSMC, has manufactured the first Blackwell wafer in the US, marking a significant step in domestic AI chip production.

  • Huang estimates that about $500 billion worth of AI supercomputing technology could be manufactured and installed in the United States within the next three to four years.

  • Huang highlights that Trump’s pro-energy initiatives gave the industry the opportunity to expand in the United States and that these factories require extraordinary skilled craft and resources, such as plumbers, electricians, and technicians.

Bottom line: Nvidia’s achievement signals a resurgence in US manufacturing amid a global tech race, with potentially huge implications for the US economy. This will drive demand for skilled labor and energy production in the coming years.

Robinhood’s Target Price Jumps 30% on Crypto ETF Buzz

The TradeWatch: Citizens JMP raised Robinhood’s price target to $170, citing S&P 500 inclusion and growing interest in tokenized stocks, signaling strong institutional interest in fintech trading.

Unpacked:

  • The price target for Robinhood (Nasdaq: HOOD) increased after the stock hit a new all-time high on October 6, reflecting the company’s impressive nearly 250% gain since January 1, 2025.

  • Analyst Devin Ryan from Citizen JMP cited a rebound in market activity with robust institutional trading and strong flows in wealth management as reasons for the company’s raised price target to $170.

  • The original article source from TheStreet reported on October 19, 2025, that the analyst raised the price target and reiterated an “Outperform” rating for Robinhood.

Bottom line: This bullish signal underscores the rising prominence of fintech platforms like Robinhood in capital markets. Such growth highlights the ongoing shift towards more accessible and tech-driven trading experiences for both retail and institutional investors.

Privacy Coins Ignite Supercycle Amid Regulatory Scrutiny

The TradeWatch: Zcash, Dash, and Railgun are leading a privacy coin rally with gains up to 350%, driven by demand for anonymous DeFi tools as regulators push on-chain transparency, with the trend signaling a possible “privacy coin supercycle.”

Unpacked:

  • Zcash (ZEC) recently touched a four-year high of over $297, marking one of the strongest runs among privacy coins this month, with traders rotating toward privacy-focused projects again.

  • Dash (DASH) has gained nearly 83% in the past 30 days, which stands out because this correction might simply be part of a larger continuation pattern rather than a full reversal.

  • Railgun (RAIL) has surged nearly 184% over the past 30 days, with on-chain data showing major holder groups increasing their positions and signaling growing confidence that the privacy coin rally could continue, according to the original story on BeInCrypto.

Bottom line: Demand is soaring for on-chain anonymity tools; however, these privacy coins will likely face increased regulatory challenges as global regulators seek on-chain transparency. The tension between privacy and regulatory compliance will remain a key battleground in the crypto space.

Meta Offloads AI CapEx Risk in $14B CoreWeave Deal

The TradeWatch: Meta signs a $14 billion data center agreement with CoreWeave to offload AI infrastructure costs, a move analysts see as beneficial amid rising debt financing in the sector.

Unpacked:

  • Meta’s 3.48 billion daily active users give it an edge in the AI race, allowing for better ad targeting and monetization.

  • Digital advertising, which accounts for about 98% of Meta’s total revenue, faces a slowdown from 20% annual growth to about 9% from 2025-2030.

  • Shifting CapEx helps Meta, as the deal allows an analyst to say what the analyst said regarding CoreWeave going bankrupt versus Meta Platforms.

Bottom line: This deal signals a move towards circular financing in the tech CapEx space, where companies outsource infrastructure to manage risk. It lets Meta focus on its AI strengths and mitigate potential downsides of heavy infrastructure investment.

The Shortlist

  • Oracle in ‘classic euphoria’ phase? Virtus Investment Partners flags Oracle’s recent stock surge and margin concerns tied to Nvidia-powered cloud as unsustainable.

  • Autonomous Black Hawk unveiled: Sikorsky’s new ‘U-Hawk’ helicopter variant will fly cargo missions without a crew, aiming for its first commercial use in 2026.

  • Fitness tech stock outpaces Apple: Zepp Health’s Amazfit brand is outperforming Apple stock this year as the wearables company expands its international reach.

Cheers,

— Michael & the TradeWatch.io editorial team