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How AI Supercomputers Could Redefine Cancer Treatment, and Tech Leadership

Inside the $1B Move to Merge AI, Health, and Power October 29, 2025
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Changes in the Market are on display AI power meets human strength in the fight against cancer.

Good Morning,

Markets are climbing to new highs as Washington makes a $1 billion bet on AI supercomputers to fight cancer, signaling a fresh wave of public/private spending that could reshape both healthcare and tech leadership. We break down how this initiative ties into the broader AI boom, what it means for chipmakers and biotech, and why bond yields may still temper investor enthusiasm. If you’re indexed to the S&P or leaning into AI exposure, this is the one to read.

Asian markets surge as Trump secures a $490B trade deal with Japan while South Korea negotiations stall, Nvidia approaches a $5T valuation on optimism over renewed China chip sales, and Tesla loses European ground as BYD’s sales skyrocket nearly 400%.

My latest poll and trivia questions for you as always are below.

Here are your Morning Bullets.

– Truly yours, Fred Frost

📈 Yesterday's Market Recap

Markets closed on a high note yesterday, with the S&P 500 inching up 0.2 percent to a record 6,890.89, fueled by optimism over Trump’s Asia talks. The Dow and Nasdaq followed suit, while standout earnings from UPS and PayPal added extra lift.


  • S&P 500 Hits New Peak: The index climbed 0.2 percent to 6,890.89, marking a third straight day of records. → ABC News

  • Microsoft Breaks $4T Barrier: A 2 percent rally pushed the tech giant’s market cap past a historic milestone. → Yahoo

  • UPS Delivers Strong Results: Shares surged 8 percent after beating profit and revenue expectations. → Reuters


📈 Daily Performance Snapshot

Index/Asset Closing Value Change
S&P 500 6,890.89 +0.23%
Nasdaq 23,827.49 +0.8%
Dow Jones 47,706.37 +0.34%
Gold $4032.00 +1.23%
Crude Oil $60.39 +0.4%
Bitcoin $113,127 -1.14%
10-yr Treasury Yield 3.983% -0.35%

🔭 What to Watch Today

Today’s calendar is packed with events that could sway markets, from Fed decisions to big tech earnings that’ll hint at AI and cloud growth trajectories.

  • Federal Reserve Rate Announcement: A potential rate cut looms as markets watch for signals on a slowing job market. → Investors.com
  • Tech Earnings Trio (Alphabet, Microsoft, Meta): Reports today will spotlight AI capex and ad revenue trends for these giants. → Stocktwits

    • 💡 Opportunity Watch

    Amid geopolitical plays and tech surges, a few corners of the market are ripe for attention.

    • Nvidia (NVDA): Shares up 3.2 percent on China trade hopes; AI chip demand remains a growth engine. → Seeking Alpha
    • JPMorgan Chase (JPM): Growth score spikes to 71.67 after strong Q3; a banking bet with momentum. → Benzinga
    • Rare Earth Miners (MP Materials, Energy Fuels): Trump’s mineral deals spark rallies; a hedge against China’s supply dominance. → CNBC

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    🔥 The Big Bullet

    U.S. Invests $1 Billion to Use AI Supercomputers Against Cancer

    What happened: The U.S. government has committed $1 billion toward developing AI supercomputers designed to help transform most cancers from fatal diseases into manageable conditions within the next eight years. The program, supported by the Department of Energy and private sector partners like AMD, aims to use these powerful machines for medical research and treatment modeling. Chris Wright, a lead researcher, said these systems could also simulate extreme environments, such as “the center of the sun,” to advance fusion energy studies. This marks one of the largest U.S. tech-health collaborations yet, blending government funding with private innovation.


    Why it matters: This investment signals the U.S. push to stay ahead in both AI and biomedical research as global competition heats up. AI-driven supercomputing can accelerate drug discovery and improve cancer diagnostics, reducing years of research into months. The initiative could also strengthen domestic semiconductor and computing supply chains. If successful, the effort could rival past “moonshot” programs, linking national health goals with technological dominance. OpenAI’s recent restructuring into a public benefit corporation highlights a similar government-industry alignment focused on long-term innovation rather than quick profits.

    What’s next: The first prototypes of these AI supercomputers are expected to begin research operations in 2026. Watch for new federal contracts and tech partnerships as companies like AMD, Nvidia, and CoreWeave compete to supply hardware and cloud capacity. Policymakers may also tie future funding to data-sharing and ethical AI standards. Breakthroughs could expand into energy, defense, and healthcare applications beyond oncology. Early indicators of progress could appear in CoreWeave’s new AI cloud offerings and related government procurement reports.

    Reader Feedback

    Yesterday, I asked you: Which company do you think will come out on top in the next big wave of AI chip competition? The majority of you at 29% said "Qualcomm"

    Brian from New Mexico replied: "They're all the same. The big chip makers will come out on top, while they try to squeeze what they can out of the consumer for personal gain."

    Here's what I'm asking you today:

    The U.S. just put $1 billion into building AI supercomputers to help fight cancer. Who do you think will benefit the most from this move?

    Login or Subscribe to participate

    As always if your opinion is not here, or you want to throw your two cents at me, reply to the E-mail, and let me know your exact thoughts.


    🧭 Policy & Market Ripples

    • Trump’s Asia Trade Push: Nikkei 225 hits record high on $490B Japan deal; South Korea deal lags over $350B demand. → ABC News
    • Nvidia’s $5T Milestone Nears: Stock up 3.2 percent on China chip hopes; Trump-Xi talks could unlock Blackwell sales. → Bloomberg
    • Tesla Sales Dip in Europe: September sales down 10.5 percent; BYD surges 398 percent, grabbing market share. → Benzinga

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    Yesterday, 93% of you chose the right answer to the trivia question: To manage monetary policy and ensure financial stability.


    Debts are like children – begot with pleasure, but brought forth with pain.
    – Moliere
    Thanks for Reading.

    Stay Sharp. Stay Focused.
    Fredrick Frost
    Editor, MorningBullets

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