In today’s briefing, we’re examining a range of developments in telecom, tech infrastructure, AI integration, and evolving investor behavior amid a shifting policy environment.
AT&T’s decision to acquire Lumen’s fiber business for $5.75 billion represents another step toward broader digital connectivity. The deal brings over 1 million customers into AT&T’s fold, reflecting growing demand for fixed high-speed access. As broader infrastructure capacity scales up, some small firms focused on compute delivery — including one collaborating with NVIDIA systems {adv} — have also begun exploring support contracts for AI training applications.
Government-side efficiency efforts remain a focus as well. Musk’s DOGE initiative is now reviewing agency operations such as those at the NTSB. While the outcomes are still speculative, one firm reportedly involved in related discussions {adv} has generated interest due to its footprint across aerospace-adjacent technologies.
In the private sector, Zoom has adjusted its projections upward, citing uptake of its AI-driven features. The company’s performance will likely be watched closely as hybrid work and enterprise comms evolve. On the investment side, emerging platforms such as RAD Intel {adv} are attracting attention for their application of machine learning to campaign optimization. Their latest capital round — offered at $0.60/share until May 29 — is being used to scale commercial contracts and platform capabilities.
Market watchers noted weak demand at the U.S. Treasury’s 20-year bond auction. Concerns around longer-term debt issuance remain active, particularly as inflation expectations settle into a post-hike environment. Within that context, interest in real assets like gold continues. Dr. Mark Skousen {adv} recently detailed two low-priced mining equities that he believes could benefit from macro-driven momentum. The companies fall below the $20/share threshold and are being tracked across long-cycle signals.
Separate market commentary has reexamined potential implications of tariff frameworks and trade policy shifts. Some have pointed to possible advantages for specific U.S.-based industrial names, including those aligned with federal incentives {adv}. Others are exploring alternate tech growth outside of megacaps, with some newsletters referencing an AI-centric microcap {adv} as a possible area of interest — though investor discretion remains key.
There are also circulating interpretations of a recent executive order {adv} that could expand access to certain private market vehicles. The impact and scope of such directives are not yet clear, but they are contributing to broader conversations around policy-linked investing.
— The Daily Gold Alerts Team