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To: Johnny Canuck who wrote (66101)	9/26/2025 2:15:03 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67640

Index Update September 25 2025 SP500 touched the 20 day EMA and closed where it opened so it represents an indecision day. It is also day 3 of consecutive down days in row. Expect a counter rally. If the 20 day EMA break it means it is start of something more serious. So far there seems to be so rotation going on so not massive exit yet. DOW mirroring the SP500. Continuing story is the lag of the DOW transports. DOW utilities indicating weakness as it sets a lower high near the 52 week high. TLT tested 20 day EMA and rallied but it left the index in a neutral zone. USD bounced to resistance. We will see if the bounce is a dead cat over the next few days. COMPQ mirroring DOW and SP500. Russell 2000 mirroring major indices but as it is below the 52 week high again it is weaker than the major indices. Traders will be going risk off soon if it does not bounce. Financials stopped right at the 20 day EMA. It is also testing the previous 52 week high. A break of the 20 day EMA indicates some short term weakness in the economy. Energy looking to test the top of the long term side ways channel. Gold seeing some health profit taking. Alright for now. Consumer discretionary breaking 20 day EMA. Short term sell signal setup triggered. Another down day tomorrow confirms the sell signal. xxxxxxxxxxxxxxxxx

To: Johnny Canuck who wrote (66101)	9/26/2025 3:30:20 AM
From: Johnny Canuck	Respond to of 67640

Interesting in that it reinforces the idea that META is significantly behind in the AI race. >>>>> Summarize: seekingalpha.com Meta Platforms, Inc. META · NASDAQ · US$748.91 1.54% Sep 25, 4:00 PM EDT US$748.12 0.11% Sep 25, 7:59 PM -US$11.75 1.54% Prev Close $760.66 52W Range $479.80 - $796.25 Market Cap $1.88T Open $753.45 P/E Ratio 27.19 Dividend Yield 0.277% Day Range $744.55 - $756.77 Volume 11M EPS $27.54 Meta Platforms is in active discussions with Google about integrating Google’s Gemini artificial intelligence models to improve the precision and effectiveness of ad targeting across Meta’s platforms, including Facebook and Instagram. The talks center around leveraging Google’s Gemini and open-source Gemma models, potentially fine-tuning them with Meta’s advertising data to achieve up to a 50% increase in ad targeting accuracy. This move signifies Meta's strategic shift towards external AI solutions to bolster its position in the competitive digital advertising market, as the company has faced persistent challenges scaling its own AI capabilities despite significant investment. Key Points Meta and Google’s discussions are at an exploratory stage and may not result in a formal partnership. Meta employees have proposed enhancing Gemini and Gemma models with proprietary ad data for improved relevance and effectiveness in ad placements. The potential collaboration could set new industry standards for personalized ads in digital marketing, intensifying the role of AI in advertising. This development reflects increasing competition and innovation in the AI-driven advertising sector among major tech firms. Both Meta and Google have made significant recent investments in AI, aiming to fuel growth in their advertising operations. Industry ImpactThe integration of advanced AI models like Gemini into Meta's ad infrastructure could deliver more personalized, targeted advertising experiences and inspire further AI adoption across the digital marketing industry. The outcome may have substantial effects on Meta’s revenue and competitiveness, as well as set a precedent for cross-company AI partnerships in advertising.