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Comeback bid
Intel seeks investment from Apple in comeback bid, day trading is about to get a lot easier, Trump will sign TikTok deal on Thursday, Oracle raises $18 billion, and Microsoft partners with OpenAI rival Anthropic...
Market Briefing
September 25, 2025
Good morning.
The Fast Five → Intel seeks investment from Apple in comeback bid, day trading is about to get a lot easier, Trump will sign TikTok deal on Thursday, Oracle raises $18 billion, and Microsoft partners with OpenAI rival Anthropic…
📌 40% Crash Coming? — Former Goldman Sachs exec and now the CEO of MarketWise just issued what he calls the most urgent warning of his career. He thinks your hard-earned savings could be on the verge of a 40% collapse. He lays out all the proof... plus a detailed plan for exactly what to do. (And it doesn't require shorting... options... or perfectly "timing the market.") Go here now to see this new warning → (ad)
Calendar: (all times ET) - Full Calendar
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Your 5-minute briefing for Thursday, Sept 25:
BEFORE THE OPEN
As of market close 9/24/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↑ 41.67% for Week of SEP 18 2025
Previous week: 28.03%
Market Wrap:
Futures: Dow +39 (0.1%), S&P +0.1%, Nasdaq flat
Intel +1.5% after report it sought Apple investment
Indexes fell 2nd straight day as AI leaders (Nvidia, Oracle, Micron) slid
Valuation worries rise with AI “circular” deals in focus
Today: Jobless claims key; Powell says job risks outweigh inflation
Tomorrow: PCE due; shutdown threat adds to caution
EARNINGS
Here’s what we’re watching this week:
Today:
Costco $COST ( ▼ 2.73% ) - earnings of $5.70 per share on $84.4B (+ 8.0% YoY)
If You’re Holding Dollars, Read This…
No, it's not just in your head...
The world isn't "just" getting more expensive... your dollar is being systematically WEAKENED.
And no, that's not a conspiracy theory...
It's all been laid out, point by point, in a policy brief by a senior figure inside the White House.
It even has a name: The Mar-a-Lago Accord.
Our senior partner, Dr. David Eifrig, a best-selling author, retirement expert, and former Goldman Sachs vice president, just released an emergency briefing to explain exactly what's happening.
It's complimentary to watch, and he reveals his #1 money move, which he urges you to consider immediately...
Matt Weinschenk
Director of Research, Stansberry Research
- a sponsored message from Stansberry Research -
HEADLINES
Regulators approved amendments that would replace the long-standing $25,000 minimum equity rule for pattern day trading.
It's part of efforts to bolster a business that’s now partially owned by the US government.
Equities end lower as valuation concerns creep in (more)
US lowers tariffs on EU autos to 15%, cementing trade deal terms (more)
US readies $20B rescue to help Milei win in Argentina (more)
Trump will sign the TikTok deal on Thursday (more)
Crypto ETFs set to flood US market as regulator streamlines approvals (more)
New home sales soar 20% in August to a three-year high (more)
The AI boom could unleash billions for America's biggest retailers (more)
Gold holds near record as traders weigh Fed, Russian tensions (more)
Oil climbs as futures hit key technical level on Russia risk (more)
Oracle raises $18B in second-biggest bond sale this tear (more)
Alibaba stock soars on expected AI spend, Nvidia pact (more)
Tylenol maker Kenvue faces mounting crisis after Trump’s rebuke (more)
Microsoft partners with OpenAI rival Anthropic on AI Copilot (more)
Citigroup exits treasuries curve trade as fears over Fed subside (more)
Waymo is now in the corporate travel business (more)
DEALFLOW
M+A | Investments
Chicago Bears valued at nearly $9 bln in minority stake sale that sets an NFL record
Archer to acquire US well service provider
Solifi acquires DataScan
Novacap to buy Integral Ad Science for $1.9B
Citigroup sells 25% stake in Banamex to Mexican billionaire
VC
Distyl AI, a startup helping leaders worldwide build AI-native enterprises, raised $175M in funding, at a $1.8B valuation
Sparrow Pharmaceuticals, a cardiometabolic therapeutics company, raised $95M in Series B financing
Bastion, a stablecoin infrastructure provider, raised $40M in funding
AmplifyMD, an integrated virtual care solution, raised $20M in Series B funding
BizzyCar, an AI-powered recall management solutions for dealerships, raised $20M in funding
Duel, a brand advocacy platform, raised $16M in Series A funding
FYR, a biotech company leveraging extracellular vesicles, raised $8M in funding
SciTech Development, an oncology company, raised $5.5M in funding
PredictAP, a company specializing in AI-driven accounts payable solutions for the real estate industry, raised an additional $5M
Oriane, an AI video search engine company, raised $1.5M in funding
CRYPTO
BULLISH BITES
💰 Foreigners are big on investing in the US.
🤖 AI-generated “workslop” is destroying productivity.
🤩 Was it really a concert if there was no special guest?
🎮 The Super Mario "glitch" that started it all.
DAILY SHARES
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