Weekly IEC Market Livestream – September 18th, 2025

The Fed’s first cut is in the books – and markets wasted no time. Todd and Kyle break down why easing policy alongside an AI-led capex boom keeps the secular bull intact, what Nvidia’s $5B tie-up with Intel may mean for semis, and how falling yields are tilting the field toward growth (with small caps perking as rates roll over). They also map the odds of two more cuts into year-end, the read on dollar/gold, and the key levels they’re watching on the S&P and QQQ. Watch for the playbook into October seasonality and the path to new highs.