Investors bullish

Investors haven't been this bullish on stocks since February, here’s who makes up the US TikTok buyer consortium, Fed expected to cut rates for first time in 2025, dollar falls to four-year low, and Microsoft announces $30B investment in AI operations in UK...

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Market Briefing
September 17, 2025

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Good morning.

The Fast Five → Investors haven't been this bullish on stocks since February, here’s who makes up the US TikTok buyer consortium, Fed expected to cut rates for first time in 2025, dollar falls to four-year low, and Microsoft announces $30B investment in AI operations in UK…

📌 Get out of "The World's Most Crowded Trade" Now — Megacap tech stocks – like Nvidia and Microsoft – are the most popular trade in the world. Yet, 78% of Wall Street fund managers believe an event is coming this month that could kill this trade and incite total "regime change" in the stock market. Watch Futurist Eric Fry's "Sell This, Buy That" broadcast for 7 alternative plays to help protect yourself from big tech's potential downturn. (ad)

Calendar: (all times ET) - Full Calendar

  • Today:
    Fed Interest Rate Decision, 2:00P
    Powell Press Conference, 2:30P

  • Tomorrow:
    Unemployment Claims, 8:30A

Your 5-minute briefing for Wednesday, Sept 17:

BEFORE THE OPEN

As of market close 9/16/2025.

Pre-Market:

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

Previous week: 32.69%

Market Wrap:

  • Futures flat: S&P +0.02%, Nasdaq +0.02%, Dow +13 (0.03%)

  • Today: Fed expected to cut rates (96% odds of 25bp)

  • Dot plot to reveal outlook for next year’s rates

  • Investors eye potential dissents after July’s split

  • McCulley: 50bp cut unlikely, would send wrong signal

  • S&P hit intraday record Tuesday before closing flat; Dow -125

EARNINGS

Nothing watched today.

History-Making Stocks Rarely Make Headlines

While Nvidia makes all the headlines, this little-known company is already beginning to surpass Nvidia's stock gains this year as data center growth surges. I believe this stock could soar in the next 12-24 months, potentially leaving Nvidia in the dust. I want to give you the name, ticker and my full analysis today – because I know you certainly won't hear about this stock in the mainstream financial media.

- a message from InvestorPlace Digest -

HEADLINES

Strategists at Wells Fargo, Barclays, Deutsche Bank, and Yardeni Research have all lifted their S&P 500 forecasts in recent days.

TikTok’s US business would be controlled by an investor consortium under a framework the US and China are finalizing as talks shift into high gear, according to people familiar with the matter.

  • Stocks retreat ahead of Fed decision seen as done deal (more)

  • Fed expected to cut rates for first time in 2025 amid Trump pressure (more)

  • Fed ‘Third Mandate’ forces bond traders to rethink age-old rules (more)

  • Retail sales beat forecasts in sign of solid summer spending (more)

  • Top 10% of earners drive a growing share of US consumer spending (more)

  • Credit scores drop at fastest pace since the Great Recession (more)

  • Dollar falls to four-year low (more)

  • Israel stocks start cracking as Netanyahu touts isolation (more)

  • Microsoft announces $30B investment in AI infrastructure in UK (more)

  • Eli Lilly to build $5 billion manufacturing facility in Virginia (more)

  • OpenAI hires former xAI CFO as Altman-Musk rivalry escalates (more)

  • Google’s Gemini tops Apple’s App Store, taking lead spot from ChatGPT (more)

  • Rivian breaks ground on $5B Georgia factory (more)

Keep This Stock Ticker on Your Watchlist

They’re a private company, but Pacaso just reserved the Nasdaq ticker “$PCSO.”

No surprise the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. What is unique is Pacaso is giving the same opportunity to everyday investors. And 10,000+ people have already joined them.

Created a former Zillow exec who sold his first venture for $120M, Pacaso brings co-ownership to the $1.3T vacation home industry.

They’ve generated $1B+ worth of luxury home transactions across 2,000+ owners. That’s good for more than $110M in gross profit since inception, including 41% YoY growth last year alone.

And you can join them today for just $2.90/share. But don’t wait too long. Invest in Pacaso before the opportunity ends September 18.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

DEALFLOW

M+A | Investments

  • Workday to buy AI firm Sanf for $1.1B as HR software deal-making heats up

  • MGX co-invests with Silver Lake in Altera acquisition

VC

  • Figure, an AI robotics company, exceeded more than $1 billion in committed capital through its Series C financing round

  • Chestnut Carbon, a nature-based carbon removal developer, raised $90M in additional funding for its Series B financing

  • Vega, an AI-native security analytics and investigation platform, raised $65M in funding across seed and Series A rounds

  • Modern Animal, a veterinary company dedicated to improving pet care, raised $46M in funding

  • PayNearMe, a fintech improving the payment experience for non-commerce businesses and their customers, raised $50M in Series E funding

  • Fourth Power, a flexible-duration energy storage provider, raised $20M in Series A Plus funding

  • CreatorDB, a US startup, raises $4.7M in Series A funding

  • uiAgent, an AI agent platform for accounting firms, raised $4.6M in Seed funding

  • Ethosphere, a voice AI company for retail operations, raised $2.5M in Pre-Seed funding

  • Ordinal, an AI-powered research assistant service for local governments, raised $1M in Seed funding

CRYPTO

  • Bitcoin eyes long liquidations as gold passes $3.7K for first time (more)

  • Galaxy Digital said to plan its own tokenized money market fund (more)

  • Google teams up with Coinbase to bring stablecoin payments to AI apps (more)

BULLISH BITES

🤔  What to watch at the strangest Fed meeting in years.

💰 Anatomy of two giant deals: The UAE got chips. The Trump team, crypto riches.

😍 Religious chatbots are topping app charts as people turn to AI priests.

🧳 AirPods Pro 3 review: I understand it now!

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