CONCLUDED Stock Market News From Sept. 17, 2025: Dow Gains After Fed Decision Last Updated: 4 hours ago Topics Memberships Subscribe to Barron's Tools Customer Service Bank Stocks Hold Gains. Fed Sees Improved Growth, but More Rate Cuts. By Martin Baccardax Bank stocks are moving higher in the wake of the Federal Reserve rate decision, which included forecasts for firmer growth with largely steady inflation. Goldman Sachs, the top-performing Dow stock of the year, was 0.8% higher at $790.44. That extends it ...

Homebuilding company Lennar Corporation LEN could highlight falling mortgage rates and the impact of a potential rate cut when the company reports third-quarter financial results Thursday after market close.Here are the earnings estimates, what experts are saying and key items to watch.Earnings Estimates: Analysts expect Lennar to report third-quarter revenue of $9.00 billion, down from $9.42 billion in last year's third quarter, according to data from Benzinga Pro.The company has beaten analyst estimates f ...

Group 1: Federal Reserve and Interest Rates - The Federal Reserve is widely expected to cut interest rates for the first time since 2024, with traders anticipating further cuts ahead [1][11][14] - Markets are pricing in a 25 basis point cut, with expectations of additional cuts in the coming months [11][15] - Investors are focused on the Fed's policy statement and economic projections, particularly regarding GDP, unemployment, and inflation [17][18] Group 2: US-China Trade Relations and Nvidia - China has reportedly instructed its tech companies, including Alibaba and ByteDance, to stop purchasing Nvidia's AI chips, escalating US-China trade tensions [2][8][24] - Nvidia's CEO expressed disappointment over the situation but acknowledged the geopolitical complexities involved [27][28] - The directive affects Nvidia's RTX Pro 6000D chips, which are tailored for the Chinese market, amid accusations of antitrust violations against Nvidia by China [25][26] Group 3: TikTok's US Operations - TikTok's US operations are set to be acquired by a consortium of companies, including Oracle and private equity firms, with a valuation between $35 billion and $40 billion [38][40] - The acquisition aims to satisfy US regulations requiring ByteDance to reduce its stake in TikTok to below 20% [40] - The deadline for TikTok's ban has been extended until December, allowing more time for the acquisition process [4] Group 4: US Tech Investments in the UK - President Trump's visit to the UK coincides with significant US tech investments, estimated at around $42 billion, including commitments from Microsoft and Google [32][33] - Microsoft plans to invest approximately $30 billion in cloud and AI infrastructure in the UK, while Google has pledged nearly $7 billion for a new data center [33] - The investments come as the UK seeks to boost its economy, which has shown sluggish growth [37] Group 5: Company-Specific Developments - Workday shares rose following an analyst day, with activist investor Elliot Management building a stake of over $2 billion in the company [42] - FedEx was downgraded by Evercore ISI due to ongoing demand headwinds, impacting near-term EPS estimates [43] - Unilever faces a high-profile exit as Ben & Jerry's co-founder resigns, citing stifled freedom to speak on social issues [44]

Macroeconomic Analysis - Macroeconomic data suggests a clear path for central banks, with CPI & PPI showing no significant change [1] - Annual revision of job data reveals a drop of 911,000 jobs, the largest in history [1] - The fund suggests that monetary expansion and rate cuts are likely as the FED aims to stimulate the economy and prevent a recession [1] Investment Strategy - The fund indicates that this environment is typically favorable for risk-on assets [2] - The fund continues to seek opportunities in the markets through ETH and Altcoins [2]

Federal Reserve Chair Jerome Powell faces intense pressure. - MarketWatch photo illustration/Getty Images, iStockphoto Surprisingly strong August retail sales released Tuesday were throwing investors a curveball a day before the Federal Reserve’s interest-rate decision, triggering a brief climb in Treasury yields and pushing gold GC00 past its prior record above $3,700 an ounce. Yet any signs of political pressure influencing the U.S. central bank’s decision-making process will be the main focus for inve ...

To gain an edge, this is what you need to know today.Money Flowing Into SilverPlease click here for an enlarged chart of iShares Silver Trust SLV.Note the following:The chart of SLV is a monthly chart to give you a long term picture.The chart shows silver's breakout above the support zone.The chart shows September is on track to be the fifth consecutive positive month for SLV.The chart shows the move in silver is the biggest run up since 2020.The chart shows the trader magnet in SLV.RSI on the chart shows t ...

Market Overview - Markets are trading at record highs as investors anticipate a 25 basis point rate cut from the Federal Reserve, with expectations of more cuts in the coming months [3][10][25] - The NASDAQ has reached its sixth consecutive record high, and the S&P 500 has also seen new highs, indicating strong market momentum [4][10] - Retail sales data exceeded estimates, contributing to the optimistic sentiment on Wall Street, despite some conflicting signals from consumer sentiment [5][18] Federal Reserve Expectations - The Federal Reserve's decision day is highly anticipated, with a 25 basis point cut largely priced in by the market [10][12] - A surprise 50 basis point cut could lead to significant market reactions, while a 25 basis point cut with limited future cuts could be viewed as hawkish [13][14] - Investors are closely monitoring the Fed's language and dot plot projections for future rate cuts, which could influence market volatility [24][25] Company Highlights - Alphabet has joined the $3 trillion market cap club, alongside Apple, Microsoft, and Nvidia, driven by optimism around AI advancements [11][30] - Oracle's stock surged following a strong earnings report and a preliminary TikTok deal, indicating positive market sentiment towards tech stocks [7][8] - Coreweave has entered a $6.3 billion cloud computing capacity deal with Nvidia, highlighting its growth potential amid strong demand [36] Consumer Spending Trends - Retail sales showed robust growth in key categories such as online purchases, clothing, and sporting goods, indicating a resilient consumer despite economic concerns [17][20] - High-income households are significantly contributing to consumer spending, with a noted rebound in restaurant and bar spending [19][21] Technology Sector Insights - The AI productivity boom is seen as a major driver of stock market performance, with companies like Google and Amazon positioned to benefit from increased capital expenditures [26][31] - Octa, a leader in identity security, reported strong growth and a positive outlook, particularly in government contracts, reflecting the demand for modernized technology solutions [38][54]

💵 The U.S. dollar is down 10% this year.Rate cuts will lower interest in USD even further.Historically bullish set up for Bitcoin. 🐂 https://t.co/x7juN3OuiJ ...

Group 1 - The potential for a fifth summit between the US and China could positively impact market confidence, especially regarding trade tariffs and their effects on market performance [1][2] - The resolution of issues like TikTok could serve as a significant step towards restoring market confidence, allowing for better financial planning amidst uncertainty [2][3] - The market has recently reached all-time highs, indicating a need for visibility in financial planning rather than just seeking immediate boosts [3][4] Group 2 - Expectations of a 25 basis point rate cut by the Federal Reserve could influence investment strategies, particularly in cyclical sectors and smaller-cap stocks [4][5] - Smaller and mid-cap companies, which have underperformed in recent years, may benefit significantly from upcoming rate cuts, as they are more sensitive to short-term loan rates [5][6] - Historical studies suggest that when the Fed cuts rates by 200 basis points, it can lead to increased capital expenditures (capex) and growth for companies, particularly smaller ones [7][9] Group 3 - The focus on small-cap stocks as a potential investment opportunity is highlighted, contrasting with the typical emphasis on large-cap tech companies [8][10] - The anticipated rate cuts in 2026 are expected to be a critical turning point for small-cap stocks, prompting a need for portfolio repositioning in preparation for that timeframe [10][11] - The expectation is that once the Fed reaches a total of 200 basis points in cuts, small-cap stocks will see significant growth [11]

Global equities are likely to rally even higher as a jump in economic growth expectations is keeping stock bulls firmly in control, according to Bank of America Corp.’s Michael Hartnett. The bank’s latest survey showed a net 28% of global fund managers are overweight equities, the highest in seven months. Opinions about growth showed the sharpest improvement in almost a year, Hartnett said, with only a net 16% of investors now expecting the economy to weaken. Most Read from Bloomberg There are “bulls g ...