New normal

Trump meets with congressional leaders ahead of shutdown, AI stocks poised to replace the Mag 7, high stock valuations could represent a 'new normal', AI growth to spark serious jobs issue for Fed, and Nvidia seen as key AI beneficiary...

Author

Market Briefing
September 29, 2025

 

Good morning.

The Fast Five → Trump meets with congressional leaders ahead of shutdown, AI stocks poised to replace the Mag 7, high stock valuations could represent a 'new normal', AI growth to spark serious jobs issue for Fed, and Nvidia seen as key AI beneficiary…

📌 What is the "Mar-a-Lago Accord"? — Strange events are unfolding in the global financial system. A monetary reset dubbed the "Mar-a-Lago Accord" is quietly in motion, and the financial elite are already taking protective action. If history is any guide, you could lose up to 40% of your wealth in the next two years. Move your money before it's too late. Learn more here → (ad)

Calendar: (all times ET) - Full Calendar

  • Today:
    Pending Home Sales, 10:00A

  • Tomorrow:
    Job Openings, 10:00A
    Consumer Confidence, 10:00A

Your 5-minute briefing for Monday, Sept 29:

BEFORE THE OPEN

As of market close 9/26/2025. Bitcoin as of 9/28/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 41.73% for Week of SEP 25 2025

Previous week: 41.67%

Market Wrap:

  • Dow futures +17 pts; S&P and Nasdaq 100 flat.

  • Major averages slipped last week as AI trade lost steam.

  • Nvidia’s $100B OpenAI deal drew skepticism on sustainability.

  • Fed rate-cut bets pressured after lower jobless claims & GDP rev. to 3.8%.

  • Friday’s payrolls key: market wants “Goldilocks” print.

  • Sept. still positive: S&P +2.8%, Dow +1.5%, Nasdaq +2.9%.

EARNINGS

Nothing watched today.

Something far bigger than a recession and a market crash is threatening your wealth...

Forbes calls it a plan to remake the financial system... that could "turn global financial markets upside down."

But frankly, having learned what I have learned – as a former Goldman Sachs executive and after 40 years investing in the market...

And now the CEO of one of the largest publicly traded independent financial research firms in the U.S...

I don't think they go far enough.

Based on history, that could mean losing up to 40% of your wealth.

That's why I just went public with the three money moves you need to make immediately to protect your nest egg.

Dr. David Eifrig
CEO, Marketwise
Editor, Retirement Millionaire

HEADLINES

President Trump will meet with the top four congressional leaders at the White House on Monday as the clock draws nearer to a potential government shutdown.

Wall Street’s most powerful collection of stocks, the Magnificent Seven, is looking a tad dated. Make way for the Great Eight. Or maybe the Golden Dozen. Or the TenAI of GenAI.

  • Investors look to jobs data to support rate-cut path, pricey stock market​ (more)

  • Wall Street says high stock valuations could represent a 'new normal' (more)

  • Equity funds draw weekly inflows as AI boost sparks renewed demand (more)

  • ‘Spectacular’ AI growth to spark serious jobs issue for Fed (more)

  • Bond traders say rally hinges on jobs data at risk from shutdown (more)

  • Americans' record-high stock ownership raises red flags (more)

  • Trump’s fresh tariffs could inflate consumer prices in months to come (more)

  • OPEC+ plans another oil output hike in November (more)

  • Nvidia seen as key AI beneficiary despite risks tied to OpenAI funding (more)

  • UAE president meets OpenAI CEO to discuss AI collaboration (more)

  • Buyers in Europe now prefer Chinese to US cars (more)

DEALFLOW

M+A | Investments

- check back tomorrow

VC

  • Factory, an agent-native development company, raised $50M in Series B funding

  • Valence, a company behind the AI coach “Nadia”, raised $50M in Series B funding

  • Juicebox, an AI-powered recruiting platform, raised $36M in funding

  • Axon Therapeutics, a clinical-stage medical device company, raised $32M in funding

  • BotCity, a governance and observability platform for Python automations, raised $12M in Series A funding

  • Curated For You, an e-commerce startup providing contextualized shopping experiences, raised $8.3M in Seed funding

  • MaxHome.ai, an AI-native operating system for residential real estate, raised $5M in Seed funding

  • Moby, a platform democratizing investment insights, raised $5M in Seed funding

  • Burnt, a platform that automates workflows stuck in legacy ERP systems, raised $3.8M in Seed funding

  • Ardent AI, a company providing autonomous agents for data engineering, raised $2.15M in Pre-Seed funding

CRYPTO

  • Crypto’s $300B wipeout marks harshest selloff in months (more)

  • Kraken in strategic investor talks at $20B valuation (more)

  • Analyst: Crypto treasury firms could become long-term giants like Berkshire Hathaway (more)

BULLISH BITES

🤖  How to know when it’s time to worry about the AI bubble.

🤑 How's the economy? It depends on how much you make.

📈 Hedge-Fund Guy lurks around Drake’s house trying to pump a stock.

😍 The Robb Report's 50 greatest men’s colognes of all time.

DAILY SHARES

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