BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↑ 41.67% for Week of SEP 18 2025

Market Wrap:

• Futures: Dow +15 (0.03%), S&P +0.04%, Nasdaq +0.07%

• Micron +2% after AI-driven 46% revenue jump

• Nvidia, Oracle slid Tuesday amid AI partnership concerns

• S&P 500 snapped 3-day win streak after record highs

• Valuation worries spark profit-taking; Powell flags risks

• Wells Fargo’s Kwon: AI bull market still in early innings

EARNINGS

Here’s what we’re watching this week:

• Today: KB Home $KBH ( ▲ 1.89% )

• THU:

  • Costco $COST ( ▼ 2.73% ) - earnings of $5.70 per share on $84.4B (+ 8.0% YoY)

See full calendar here »

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HEADLINES

Powell: Stock Prices Appear ‘Fairly Highly Valued’

OpenAI, Oracle, SoftBank Plan 5 AI Data Centers for Stargate Project

• Wall Street indexes end lower as investors weigh Powell comments (more)

• US stocks may surge another 20% before historic crash (more)

• US business activity cools further, no widespread price increases (more)

• H-1B lottery overhaul to prioritize higher earners (more)

• Dollar on defensive despite Powell's caution on further easing (more)

• Lithium Americas soars on report Trump eyeing stake amid loan talks (more)

• Nvidia's massive OpenAI deal fuels 'circular' financing concerns (more)

• Micron earnings blow past Wall Street expectations (more)

• Palantir rises on Boeing partnership for AI adoption (more)

• Disney+ hikes prices for 4th straight year amid Kimmel fallout (more)

  • Nexstar joins Sinclair in boycotting Jimmy Kimmel’s show (more)

• Eli Lilly to build $6.5B Texas manufacturing facility (more)

• Amazon faces off against FTC over 'deceptive' Prime program (more)

• UBS sweetens payouts for US wealth advisers to stem defections (more)

DEALFLOW

M+A | Investments

• Azerbaijan’s SOCAR to buy Italiana Petroli

• Seatrium sells Texas shipyard to Karpowership

• Germany’s Norma sells water management business to US firm

• Vertical Harvest receives investment from Raiven Capital

VC

• Filevine, a legal operating intelligence system, has raised $400M in an all-equity financing

• Judi Health, an enterprise health tech company and benefit administrator, raised $400M in funding

• Ensoma, an in vivo hematopoietic stem cell (HSC) engineering company, raised $53M in funding

• AmplifAI, an AI-powered platform transforming enterprise contact center performance, raised $33.7M in Series B funding

• Manas AI, an AI-native drug discovery and development company, raised $26M in a Seed extension round

• Caregility, an enterprise telehealth company connecting patients and clinicians, raised $25M in funding

• Greptile, an AI code reviewer, raised $25M in Series A funding

• TELO Trucks, an electric mini truck maker, raised $20M in Series A funding

• Track3D, a company specializing in reality intelligence for construction, raised $10M in Series A funding

• Testkube, a continuous testing platform, raised $8M in Series A funding

• Earthmover, a software company supporting workflow for climate, weather, and other tensor data, raised $7.2M in Seed funding

• RefAssured, a provider of automated reference checking solutions and performance insight for the staffing industry, raised $3.3M in Seed funding

CRYPTO

• Bitcoin struggles to maintain $112,000 level (more)

• Crypto giant Tether seeks $500 billion valuation in major raise (more)

• Inside the Princeton Network fueling a crypto Treasury boom (more)

• SEC Chief eyes rule exemptions for crypto trading by December (more)

BULLISH BITES

🚨 BREAKING: Legal football trading is coming to ALL 50 states » * 

🏦  The Fed's rate cut rationale.

🤝 The last-minute negotiations that sealed the $100 billion OpenAI-Nvidia deal.

💰 VCs to AI startups: Please take our money.

🩲 Men's underwear and cardboard boxes: Offbeat recession indicators.

DAILY SHARES

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