BEFORE THE OPEN

Pre-Market:

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

Market Wrap:

• Futures lower: Dow -52 (0.1%), S&P -0.2%, Nasdaq -0.2%.

• Shutdown likely at midnight without a funding deal.

• SEC preps staff; Trump calls stoppage “probably likely.”

• Risks higher this time: weak labor, sticky inflation, rich valuations.

• Stocks still closed higher Tuesday; S&P gained 7.8% in Q3.

• Nike +4% after strong earnings surprise.

EARNINGS

Here’s what we’re watching this week:

• Today: Conagra $CAG ( ▼ 2.04% ), Levi $LEVI ( ▼ 0.61% )

Full calendar here »

A MESSAGE FROM STANSBERRY RESEARCH

A Strange Chasm is Coming to Wall Street...

It's already creating new wealth at the fastest pace in history.

CNBC calls it "the largest wealth creation spree in history." Yet 1 in 3 Americans now fear their financial situation is deteriorating.

There's only one way to survive, says the man who predicted 2008 and 2020, but sadly it's already too late for many.

Everything you need to know is here.

- a message from Stansberry Research -

HEADLINES

A Traders’ Guide to US Markets if the Government Shuts Down

Amazon Overhauling Its Devices to Take on Apple in the AI Era

• Dow hits record as stocks cap high-flying quarter​ (more)

• Trump threatens to fire 'a lot' of federal workers if shutdown proceeds (more)

• Trump and Pfizer announce deal to lower drug prices (more)

  • Pfizer gets 3-year grace period from Trump pharma tariffs (more)

• US consumer confidence weakens in Sept on labor market worries (more)

• 'Frozen' job market shows little sign of thawing (more)

• Silver nears record in hockey stick rally, gold approaches $4,000 (more)

• Fed agrees to shrink Morgan Stanley's 'stress capital buffer' (more)

• Nvidia’s market cap tops $4.5 trillion after string of AI deals (more)

• Alphabet's AI strength fuels biggest quarterly jump since 2005 (more)

• Meta said to acquire chips startup Rivos to push AI effort (more)

• Berkshire nears $10 billion deal for OxyChem (more)

• Nike earnings, sales top forecasts amid turnaround efforts (more)

• CoreWeave surges as $14B Meta deal signals 'limitless' demand (more)

• Disney sent cease and desist letter to CharacterAI (more)

• Ford CEO expects EV sales to be cut in half after end of tax credits (more)

• Oil companies slash jobs by the thousands as prices fall, tariffs rise (more)

• Spirit Airlines on track for a $475M bankruptcy lifeline (more)

DEALFLOW

M+A | Investments

• Meta to acquire chip startup Rivos

• Berkshire in talks to buy Occidental’s OxyChem unit

• Prada gets EU approval for Versace acquisition

• Electronic Arts buyout progresses

VC

• Crystalys Therapeutics, a clinical-stage biopharma company, raised $205M in a Series A financing

• Eve, an AI platform for plaintiff law firms, raised $103M in Series B funding at over a $1B valuation

• Assort Health, a patient experience platform empowered by specialty-specific agentic AI, raised $76M in Series B funding

• Vibe.co, an ad platform focusing on CTV performance marketing, closed $50M in Series B financing

• SureCo, an ICHRA administrator, raised $23M in Series A funding

• Alex, an AI agent company conducting video and phone interviews, raised $20M in funding

• Datawizz, a platform that delivers efficient AI by replacing generic large models with specialized language models, raised $12.5M in Seed funding

• AdPipe, an AI-powered video platform, raised $12M in Series A funding

• Anything, an AI agent platform turning prompts into production-ready apps, raised $11M in Series A funding at a $100M valuation

• Tie, an AI-powered identity platform for e-commerce brands, raised $10M in Series A funding

• Supernova, a platform uniting design, code and product, raised $9.2M in Series A funding

• Notable, a company specializing in pay-at-close financing for home sale prep, raised $6M in Series A funding

CRYPTO

• Bitcoin and Ether dip ahead of looming government shutdown (more)

• SEC weighs plan to allow blockchain-based stock trading amid crypto push (more)

• Coinbase’s Bitcoin-backed loans surpass $1B as exchange prepares to lift borrowing cap (more)

BULLISH BITES

🚨 Wall St legend issues new warning: "I've never seen anything as dangerous as this" * 

💊  Get ready for TrumpRx.

🥡 DoorDash’s Dot delivery bots might be coming to a bike lane near you.

👽 Tourists are flocking to a Chinese megacity that’s straight out of Sci-Fi.

☕️ Instructions for your high-end Italian espresso machine.

DAILY SHARES

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