Gearing up

Markets gear up for a series of Fed cuts, US-China end first day of trade talks, UK-US to sign multibillion-dollar tech deal, Rolling Stone publisher sues Google, and a warning sign for the economy is flashing...

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Market Briefing
September 15, 2025

 

Good morning.

The Fast Five → Markets gear up for a series of Fed cuts, US-China end first day of trade talks, UK-US to sign multibillion-dollar tech deal, Rolling Stone publisher sues Google, and a warning sign for the economy is flashing…

📌 Wall Street Legend Names #1 Stock [not NVDA] — The greatest quantitative mind on Wall Street just revealed his #1 A.I. pick, complimentary. Get the details from Wall Street legend Marc Chaikin here. (ad)

Calendar: (all times ET) - Full Calendar

  • Today:
    Empire State Manufacturing Survey, 8:30A

  • Tomorrow:
    Retail Sales, 8:30A

Your 5-minute briefing for Monday, Sept 15:

BEFORE THE OPEN

As of market close 9/12/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↓ 28.03% for Week of SEP 11 2025

Previous week: 32.69%

Market Wrap:

  • Futures flat: Dow +25 (0.05%), S&P +0.05%, Nasdaq +0.05%

  • Nasdaq closed at a record, +2% last week

  • S&P gained 1.6%, best week since early Aug.

  • Fed expected to cut 25 bps Wed. (96% odds)

  • Weak jobs + tame inflation fueling rate cut hopes

  • Today: Empire State Manufacturing Index due (est. 4.5 vs. 11.9 prior)

EARNINGS

Nothing watched today.

Wall St Legend: “Move your money to Hidden AI”

A Wall Street titan with over 800,000 followers just went public with his #1 AI stock to buy NOW.

And he's making one thing very clear: It's not Nvidia (NVDA).

"Look, I have nothing against Nvidia," says Marc Chaikin, who created three new indices for the Nasdaq.

"But for the biggest potential gains, I believe it's time to move your money into a new class of AI stocks. Starting with this particular name and ticker."

The last time Chaikin shared a free AI stock recommendation like this, it went on to soar 100%.

So you can see why even CNBC's Jim Cramer has said he's learned to never be on the other side of a Chaikin trade.

Vic Lederman
Publisher, Chaikin Analytics

HEADLINES

This marks the fourth time in four months that the delegations have met in European cities to try to keep a fractured US-China trade relationship from collapsing under Trump's tariffs.

A key question for investors this week is whether Fed officials push back against market bets on a series of interest-rate cuts extending into next year.

  • Futures little changed after record Nasdaq close; investors await Fed (more)

  • Fed debate turns to pace of cuts amid heavy Trump pressure (more)

  • UK, US to sign multibillion-dollar tech deal during Trump's visit (more)

  • An important warning sign for the economy is flashing (more)

  • Dollar steadies ahead of Fed meeting (more)

  • Gold trades near record high as Fed expected to cut rates (more)

  • Oil holds gains as investors eye impact from Russian facilities attack (more)

  • Stocks hesitate in Asia with a lot riding on the Fed (more)

  • UnitedHealth reportedly sought to meet with Trump (more)

  • Liberty Energy aims to lead the AI-driven fracking future (more)

  • Rolling Stone publisher sues Google over AI overviews (more)

  • Takeaways from Goldman Sachs' tech conference: AI still top of mind (more)

  • Nestle investors call for chairman to step down (more)

DEALFLOW

M+A | Investments

  • Rheinmetall agrees to buy NVL, military arm of German shipbuilder

  • Egypt signs oil and gas exploration deals worth more than $121 million

VC

  • Adaptive Security, an AI social engineering prevention company, received an add’l investment from OpenAI Startup Fund, bringing total funding to $55M

  • Brain Co., a provider of AI platforms and applications for institutions, raised $30M in Series A funding

  • Sophont, a medical AI startup, raised $9.22M in Seed funding

  • Dig Energy, a drilling technology company, raised $5M in funding

  • Mazlo, a fintech startup focused on tools for nonprofits, raised a $4.5M in Seed funding

CRYPTO

  • Polymarket weighs $9B valuation amid user surge and CFTC approval (more)

  • Gemini stock jumps 45% in early trades after IPO (more)

  • Tether unveils USAT stablecoin for US market (more)

BULLISH BITES

💧  Why Tesla's board wants to make it rain for Elon Musk.

🚫. AI startup founders tout a winning formula—No booze, No sleep, No fun.

🎓 Americans don't think college is worth it. It is.

🥵 How the sauna became the hottest place to network.

🤣 Realistic dad jokes.

DAILY SHARES

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