By skyforbes 
A “deal” to move TikTok under U.S. ownership is about who controls the code that shapes 170 million American screens. The app is the distraction; the algorithm is the power.
TikTok, Trade, and Tech Leverage
The US and China say they’ve got a “framework” deal to move TikTok under US ownership, with Oracle likely playing landlord. But the real prize isn’t the app, it’s the algorithm. Who controls TikTok’s recommendation engine decides who shapes the attention of 170 million Americans. For Washington, it’s about national security and leverage in broader trade talks (chips, rare earths, soybeans). For Beijing, it’s about not setting a precedent of forced tech transfers. For Oracle? It’s a dream tollbooth: rent collection for storing America’s data.
Money Printer, Narrative Spinner
The Fed is set to cut rates. Wall Street calls it the start of a “run-it-hot” cycle. But the cut isn’t because inflation is tamed; it’s because jobs are cooling. With tariffs set to kick prices higher again, Powell’s playing tug-of-war between growth and credibility. Markets love it anyway, because liquidity fuels stocks, even if productivity hasn’t caught up.
CEOs Want Fewer Check-Ins
Trump wants to end quarterly earnings reports, letting companies report just twice a year. The pitch: less short-termism, more long-term strategy. The risk: less transparency and bigger information gaps for everyday investors. It’s another sign of how capital markets are shifting; private money dominates funding, while public markets look more like trading floors than fundraising tools.
Tech Titans: Spend Big, Signal Bigger
- Apple is bouncing back thanks to pent-up iPhone upgrades, not magic innovation.
- Tesla jumped after Elon Musk bought $1B of his own stock. Investors read it as confidence, critics call it theatrics before a trillion-dollar pay package vote.
- OpenAI plans to burn cash at historic levels, $300B+ in infrastructure commitments. If it raises the money privately, it confirms public markets are increasingly irrelevant to the most capital-hungry companies.
Cybersecurity: Still About the Weakest Link
CISOs and boards are drifting apart again. Translation: companies are slipping back into cyber complacency. Meanwhile, attackers aren’t bothering with passwords anymore; they’re stealing session tokens to hijack legitimate logins. The fixes exist: short-lived tokens, device binding, but adoption lags. Bottom line: identity, not firewalls, is the new frontline.