Trump to impose $100,000 annual fee on H-1B visas, shaking up tech hiring

Winners

Robert Half International ($RHI) — Higher employer demand for domestic tech talent and contract placements as firms avoid costly H-1B hires.

ManpowerGroup ($MAN) — More U.S. staffing needs and temp-to-perm roles as companies pivot away from visa-dependent hiring.

Upwork ($UPWK) — Outsourcing and remote contracting become cheaper alternatives to onshore H-1B talent, boosting marketplace activity.

Globant ($GLOB) — Nearshore/offshore IT delivery gains relative cost advantage versus U.S. onshore teams that relied on H-1B staff.

Coursera ($COUR) — Employers expand upskilling/reskilling of U.S. workers to fill STEM gaps created by tighter, pricier visas.

Losers

Cognizant Technology Solutions ($CTSH) — Business model heavily uses H-1B employees; added per-worker fees pressure margins and pricing.

Infosys ($INFY) — U.S. delivery reliant on H-1B staffing; higher costs and potential client pushback on rate increases.

Wipro ($WIT) — Similar H-1B exposure; onshore project economics worsen, risking delays or rebids to offshore only.

Darden Restaurants ($DRI) misses Q1 EPS by $0.03 as beef inflation and higher marketing spend squeeze margins despite solid same-restaurant sales

Winners

Uber Technologies ($UBER) — Olive Garden’s Uber Direct partnership is boosting first-party delivery; if Darden scales this across brands, Uber’s order volume and enterprise delivery revenue benefit.

Domino’s Pizza ($DPZ) — Consumers shifting toward at-home, value-focused meals favor Domino’s carryout and bundle offers versus pricier casual dining.

Wingstop ($WING) — Beef inflation pressures steak-centric competitors, making chicken-led concepts relatively more attractive on price; Wingstop’s asset-light model can leverage that traffic.

McDonald’s ($MCD) — Aggressive value platforms capture trade-down from casual dining as households look to stretch budgets.

Costco ($COST) — More meals at home mean bigger grocery baskets; Costco benefits from bulk food demand as diners skip sit-down restaurants.

Losers

Darden Restaurants ($DRI) — EPS miss and margin compression from higher food (especially beef) and marketing costs; value promos cap pricing power near term.

Bloomin’ Brands ($BLMN) — Outback’s steak-heavy mix faces the same cattle-driven input inflation, with limited ability to push price without hurting traffic.

Brinker International ($EAT) — Chili’s competes directly with Olive Garden/LongHorn on value; elevated promo and labor costs risk further margin squeeze.

The Cheesecake Factory ($CAKE) — Higher labor and ingredient costs plus larger average checks make it vulnerable if consumers pivot to cheaper options.

Texas Roadhouse ($TXRH) — Strong brand, but steak exposure makes margins sensitive to persistent beef inflation and potential check-management by guests.

Nvidia to invest $5B in Intel and co-develop AI infrastructure and PC chips

Winners

Intel ($INTC) — Fresh $5B equity capital plus a multi-year collaboration with Nvidia validates Intel’s roadmap, supports balance-sheet repair, and channels demand into Intel’s x86, foundry, and advanced-packaging offerings.

Nvidia ($NVDA) — Gains a powerful second-source and co-design partner for AI data centers and AI PCs, improving supply-chain resilience and opening custom x86/RTX system paths alongside existing platforms.

Super Micro Computer ($SMCI) — A broader Nvidia-Intel AI portfolio expands server reference designs SMCI can ship, sustaining high-mix AI rack growth across enterprise and cloud buyers.

Dell Technologies ($DELL) — As a top OEM for AI servers and workstations, benefits from new Nvidia-Intel platforms that widen enterprise SKUs and accelerate AI PC refresh cycles.

Micron ($MU) — More AI servers and accelerated PCs translate into heavier HBM/DRAM pull-through per node, lifting content per system and pricing power in high-performance memory.

Losers

Advanced Micro Devices ($AMD) — A tighter Nvidia-Intel stack pressures AMD’s CPU + Instinct GPU positioning across AI data centers and AI PCs, challenging its attach rates and platform wins.

Qualcomm ($QCOM) — Intel-Nvidia x86 AI PC chips threaten momentum for Windows-on-ARM laptops, blunting QCOM’s share gains and software ecosystem tailwinds in premium notebooks.

ARM Holdings ($ARM) — An x86-centric AI PC push with Nvidia slows ARM’s near-term share capture in PCs, reducing the urgency for OEMs to migrate away from x86 designs.

GlobalFoundries ($GFS) — Intel’s improved standing as a custom silicon and packaging partner may crowd out GFS on advanced AI-adjacent programs where customers want deeper Nvidia alignment.

Marvell Technology ($MRVL) — Nvidia’s expanding NVLink and in-house interconnect roadmap narrows openings for third-party AI networking silicon, limiting upside in high-bandwidth data-center fabrics.

Lyft teams up with Waymo to bring robotaxis to Nashville in 2026—reshaping ride-hailing, fleet ops, and EV infrastructure.

Winners (Longs)

Lyft ($LYFT) — Gains a second growth lane beyond human-driver rides as it provides fleet management (via Flexdrive) and builds a purpose-built AV facility with charging and service, creating high-margin platform and services revenue as Waymo vehicles run on Lyft’s network later in 2026.

Alphabet / Waymo ($GOOGL) — Expands Waymo’s distribution from its own app to Lyft’s rider base, improving utilization and monetization alongside existing Uber integrations in Austin/Atlanta.

ChargePoint ($CHPT) — Beneficiary of incremental depot DC fast-charging demand as Lyft constructs an AV fleet management facility with charging; vendors that land this capex win stand to gain hardware, software, and service revenue.

EVgo ($EVGO) — Similar EV-charging upside from depot build-outs and potential roaming/operations agreements as autonomous fleets scale in new metros.

Tata Motors / Jaguar Land Rover ($TTM) — If Nashville follows Austin’s use of Waymo’s all-electric Jaguar I-PACE fleet, JLR could see higher visibility and volume from additional robotaxi deployments.

Losers (Shorts)

Uber ($UBER) — Shares fell on the announcement as Lyft secures a marquee AV partner for 2026, threatening Uber’s AV aggregation narrative despite its own Waymo tie-ups in Austin and Atlanta.

General Motors ($GM) — Cruise’s brand and momentum remain in recovery; Waymo’s multi-platform expansion with Lyft raises competitive pressure as GM restarts its autonomous push post-setbacks.

Tesla ($TSLA) — Waymo-Lyft adds a credible, multi-app rival to Tesla’s Austin robotaxi pilot, challenging Tesla’s path to scale in ride-hailing where geofenced, fully driverless services gain city approvals first.

Progressive ($PGR) — If robotaxis scale and sustain materially lower injury-crash rates, personal-auto insurers face long-run frequency pressure and pricing headwinds in covered geographies. Waymo cites markedly fewer injury collisions in its operating cities.

Allstate ($ALL) — Similar long-duration risk profile to PGR as AV penetration expands and claim frequency potentially declines in early deployment markets.

Zuckerberg unveils $799 Meta Ray-Ban “Display” glasses with a built-in screen and a Neural Band wrist controller; U.S. retail rollout begins Sep 30 at select stores (Best Buy, LensCrafters, Sunglass Hut, Ray-Ban). Oakley Meta Vanguard sport glasses also debut at $499.

Why it matters: First consumer smart glasses from Meta with an in-lens display, tight integration with Meta AI and WhatsApp/Instagram/Messenger, plus an EMG wristband for subtle gesture control. Carrier and big-box distribution aim to push mainstream adoption.

Winners (Long)

$META — New hardware revenue stream and deeper lock-in across Meta AI, WhatsApp, Instagram, and Messenger; glasses + Neural Band bundle at $799 creates daily on-face use cases (messaging, navigation, captions).

$ESLOY — Manufacturing/brand (Ray-Ban) and owned retail (LensCrafters, Sunglass Hut, Ray-Ban Stores) capture premium traffic, fittings, and lens upsell as in-store demos roll out.

$QCOM — Runs on Snapdragon AR1 Gen 1, reinforcing Qualcomm’s lead in low-power AR/wearable silicon and driving component pull-through if volumes scale.

$BBY — Named day-one U.S. retailer; expect experiential floor space, accessories attach, and services revenue from setup/support.

$VZ — Carrier distribution “soon after” broadens financing and bundle options, positioning VZ to benefit if on-face AI usage drives data and device add-ons.

Losers (Short)

$SNAP — Meta’s camera-first glasses with a display and native Instagram/WhatsApp pipes crowd out Spectacles’ mindshare and developer attention.

$GPRO — Hands-free POV capture with frictionless social sharing on Meta’s glasses adds narrative pressure to casual action-cam demand even if core pro use cases differ.

$WRBY — Early demo-driven traffic and premium fittings likely concentrate at LensCrafters/Sunglass Hut/Ray-Ban Stores, weighing on WRBY footfall during the launch window.

$VUZI — Consumer AR mindshare and developer oxygen consolidate around Meta’s ecosystem, making retail and press visibility tougher for smaller AR pure-plays.

$GOOGL — Until Google ships consumer glasses, Meta’s early hardware lead on on-face AI raises pressure on Assistant/Android to find a comparable anchor; rivals may be years out.

Today’s episode breaks down the SEC’s approval of generic listing standards that let NYSE, Nasdaq and Cboe list spot-crypto ETFs far faster. We explain how this shifts product launches beyond bitcoin and ether, what registration still requires, and why fee wars could follow.

Then we map likely winners—$COIN, miners like $RIOT and $MARA, and retail platforms such as $HOOD—and potential losers, including futures-based ETFs like $BITO.

We finish with risk controls, key catalysts, and watch levels for the first listings. Breaking News to Trading Moves: long & short trading ideas from headlines you can act on before markets digest them.

Coffee futures in New York are surging toward record highs as tariffs and adverse weather in Brazil disrupt global supply chains. For traders and investors, the rally signals ripple effects far beyond the commodity pits — from Starbucks’ pricing power to McDonald’s McCafé cost squeeze.

In this episode of Breaking News to Trading Moves, we break down the biggest winners and losers in equity markets from the coffee shock, highlighting consumer brands, agricultural traders, and foodservice companies likely to feel the heat.

Tune in for timely long and short trading ideas around this brewing inflation story.

Google’s \$5bn UK AI investment signals a step-change in Britain’s role as a hub for hyperscale data-centres and advanced compute. With President Trump’s state visit looming, the announcement highlights both opportunity and risk across UK-exposed equities.

Winners include ARM, RELX, National Grid, Shell and Barclays, each poised to benefit from stronger AI-driven chip demand, analytics adoption, power infrastructure and financial activity.

On the other side, traditional server OEMs like HPE and Dell, data-centre REITs such as Equinix and Digital Realty, and utilities like Centrica could face tougher economics as Google self-builds capacity and power markets tighten.