The Federal Reserve logo will be found on the William McShesney Martin Jr. building in Washington, DC on September 16, 2025.
Kevin Dietsch | Getty Images
September has been far from an ideal month for US stocks over the past few years, with the S&P 500 down over the past five years.
However, things seem to be getting better this time, supported by a surge in bright economic data, including 3.8% second quarter GDP growth and unemployed claims suggesting a resilient labor market.
With only a few days on it, will the market finally end the month with a positive note, despite US President Donald Trump continuing his aggressive tariff policy?
On Friday, Trump announced new tariffs that include furniture, adding new uncertainty to an already volatile market. Investors appeared to be messing up tariffs on Friday, but weekly closings told a different story: attention is creeping up.
Inflation data has now come to line up with expectations. But with a twist, a strong economic signal allows the Fed to actually maintain a reduction rate and curb the Market Bulls. The good news can be bad news for the market.
Still, the S&P 500 has grown by 2.84% so far this month. If everything goes well, it looks like the September jinx is broken this year.
Things you need to know today
The Middle East may benefit from a higher H-1B rate. As Trump raises H1-B visa fees, a sustained push to become the next global artificial intelligence hub in the Gulf region can highlight other regions as it snaps foreign talent facing an uncertain future in the US
Vance confident Tiktok is “normally isolated.” US Vice President JD Vance said he was optimistic about the future of Tiktok in the US, saying “we have separated the company from Tiktok Global and have actually control over people’s data security.” Tiktok has long faced concerns about data collection practices and parental relationships with the Chinese government.
An unprecedented height buffet indicator. Warren Buffett’s one-time favorite yardstick for stock market valuations has risen to an all-time high, reviving the fear that investors are once again testing the market’s vibrancy limits.
The market will gather on Friday. All three major US indexes rose on Friday, but fell a week following the release of significant inflation data. European markets also closed in positive territory on Friday. On the weekend and early Monday, stock futures changed little overnight trading.
(Pro)Intel leads the list of the most over-acquired inventory. Intel has earned over 20% in the past week and has seen nearly 80% profit since the start of the year. However, this will deepen the stock into even deeper bought territory.
And finally…
On Tuesday, September 23, 2025, Sam Altman, CEO of Openai Inc. during a media tour of Stargate AI Data Center in Abilene, Texas, USA.
Kyle Grillo | Bloomberg | Getty Images
Openai’s intertwined dealmaking net
Openai CEO Sam Altman is everywhere, taking over billions of dollars worth of transactions with infrastructure partners to hundreds of billions of dollars.
His artificial intelligence startup, currently valued at $500 billion, has contracted with several companies, including Oracle, CoreWeave and Broadcom.
Openai says scaling is key to driving innovation and future AI breakthroughs, but investors and analysts are beginning to raise eyebrows across the amount of mindborgling.
– Ashley Caput
