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amit1 hour ago

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. The Federal Reserve raised interest rates by 25 bps for the first time since July 2023 in a unanimous 12-0 decision. In its statement, the Fed said Middle East conflicts and broader geopolitical developments contributed to the decision. The updated dot plot now points to one more 25 bps hike in 2026, with 12 of 18 officials expecting exactly one additional hike, 4 expecting two more hikes, and 2 expecting no further hikes. The Fed also projects 2 additional rate hikes in 2027, signaling policymakers expect rates to remain higher for longer.

2. President Trump is expected to meet with Gulf leaders on the sidelines of the U.N. General Assembly in New York next Tuesday to discuss the next phase of the Iran conflict, according to reports. The discussions are expected to focus on U.S. proposals for a postwar strategy, with leaders from the Gulf Cooperation Council (GCC), Saudi Arabia, the UAE, Qatar, Bahrain, Kuwait, and Oman, expected to participate. The meeting comes as the administration works on a broader postwar framework ahead of the Sept. 24 Trump–Xi summit, where regional security and AI are also expected to be discussed.

3. Generac $Generac(GNRC.US) signed a long-term agreement to supply backup power generators for Amazon $Amazon(AMZN.US) data centers, with total payments under the deal potentially reaching $8B. Initial generator deliveries are expected to total roughly $2.4B across 2027 and 2028. As part of the agreement, Amazon received warrants to purchase up to 1.69M Generac shares at $200.93 each, with about 308K shares vesting immediately and the rest vesting in stages as Amazon’s payments move toward the $8B threshold. The warrants are exercisable through September 2033. The deal gives Generac a major long-term hyperscaler customer as AI data center growth continues driving demand for backup power and broader energy infrastructure.

4. Fed Chair Kevin Warsh said today’s rate hike removed a “dose of accommodation,” adding that the move shows the Fed is serious about restoring price stability. Warsh also said he believes the Fed can bring inflation back under control without damaging the labor market: “We don’t need to do harm to the job market to achieve our objective.” On AI, he said the Fed is closely monitoring developments but that decisions around AI’s risks and rewards belong to other policymakers, adding that the Fed’s AI task force is expected to report back by year-end. Meanwhile, White House official Desai called the Fed’s rate hike “rather unfortunate.”

5. Nebius $Nebius(NBIS.US) announced another ~20% price increase for on-demand H100, H200, B200, and B300 GPUs, effective October 1, just 4 months after raising prices by roughly 30%. The company also posted 5 first-place results in the latest MLPerf AI inference benchmarks, including the top full-rack performance on NVIDIA’s GB300 NVL72. Nebius was one of only 2 companies to submit results on NVIDIA’s next-generation Vera Rubin NVL72 platform, achieving 603K tokens/sec running DeepSeek R1 across 72 GPUs in the preview category. The results further reinforce Nebius’ infrastructure capabilities, engineering execution, and close partnership with NVIDIA.

6. The top 10 most active options today by contracts traded were $NVIDIA(NVDA.US) with 3.0M contracts, $Tesla(TSLA.US) with 2.4M contracts, $Apple(AAPL.US) with 1.6M contracts, $SpaceX(SPCX.US) with 1.2M contracts, $Intel(INTC.US) with 1.0M contracts, $Micron Tech(MU.US) with 857K contracts, $Meta Platforms(META.US) with 857K contracts, $Amazon(AMZN.US) with 854K contracts, $AMD(AMD.US) with 743K contracts, and $Robinhood(HOOD.US) with 403K contracts.

7. Trump administration officials are reportedly considering a meeting with major AI and tech executives on the sidelines of Xi Jinping’s Washington visit next week, though nothing has been finalized, according to CNN. OpenAI CEO Sam Altman and Nvidia $NVIDIA(NVDA.US) CEO Jensen Huang are among those expected to be in Washington for the state dinner and could potentially attend. The proposed discussion would focus on the future of AI and related risks, although Xi is not currently expected to participate. The meeting comes as the U.S. and China also prepare to discuss shared AI risks ahead of the September 24 Trump–Xi summit.

8. Chipotle $Chipotle Mexican Grill(CMG.US) is partnering with Palantir $Palantir Tech(PLTR.US) to strengthen food safety monitoring across its restaurants. Chipotle will use Palantir’s platform to track potential food safety risks, including pest incidents, employee illnesses, and other operational factors that could impact restaurant safety. The partnership comes after a challenging summer for food safety across the U.S. and highlights how Palantir continues expanding beyond government and industrial customers into large-scale commercial use cases, where its software is being used to improve operational decision-making and risk management.

9. U.S. homebuilder confidence fell to 32, its weakest reading since late 2022, as elevated mortgage rates continued weighing on demand. The average 30-year mortgage rate has climbed back above 7%, near its highest level in almost 2 years. Builders are increasingly responding with incentives, with 38% cutting prices and 66% offering buyer concessions. At the same time, housing inventory has reached a 7-year high, while Redfin estimates there were 58% more sellers than buyers in August, the widest imbalance since it began tracking the data in 2013.

10. Nokia $Nokia Oyj(NOK.US) is expanding AI-RAN trials with operators across North America, Europe, Asia-Pacific, and the Middle East as carriers move from early evaluations into lab and live-field testing. The platform combines Nokia’s anyRAN software with NVIDIA’s Aerial RAN Computer and has delivered more than 20% improvement in spectral efficiency, according to Nokia. New and ongoing partners include A1 Group, Chunghwa Telecom, du, e&, Mobily, stc, TPG Telecom, Zain Saudi, and NTT DOCOMO, while earlier evaluations involved T-Mobile, SoftBank, and Indosat. Nokia and NVIDIA are also expanding their AI-RAN collaboration as the telecom industry moves toward AI-native 5G and 6G networks.

11. Apple $Apple(AAPL.US) is reportedly weighing a return to the server market with an AI-focused enterprise system built around its own M-series chips and NVIDIA’s NVLink Fusion networking technology, according to The Information. The proposed servers would use either 2 or 4 M8 Ultra chips and target AI developers, enterprises, and governments looking to run AI inference on private infrastructure. The project is currently aimed for 2029, though the plans could still change or be canceled. The move follows surging demand from AI developers for Mac mini and Mac Studio systems, helping drive Mac revenue up nearly 29% last quarter to $10.4B. If launched, it would mark Apple’s return to the server market for the first time since discontinuing Xserve in 2011.

12. CoreWeave $Coreweave(CRWV.US) signed a definitive 15-year anchor lease with Blockfusion for capacity at its Niagara Falls, New York AI data center campus. The former power plant is being converted into a high-density, liquid-cooled AI facility powered predominantly by hydroelectric energy. The agreement further expands CoreWeave’s long-term AI infrastructure footprint while leveraging low-cost, renewable power to support next-generation GPU deployments.

WALL STREET IS THE GREATEST SHOW ON EARTH.

Source: amit

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CLuo12 hours ago

$Tesla(TSLA.US)

I didn’t buy Tesla because I think it’s just a better car company.

My average cost on Tesla is $355.17, and the position is currently up 1.94%. Nice, but that was never the reason I bought it. What interests me is that Tesla is still being defined by the market. Cars give it scale today, while autonomy, energy and AI could reshape what the company is worth tomorrow.

That uncertainty is why Tesla can look expensive to one investor and cheap to another. For me, the question was whether enough of those future businesses can become real to justify paying for part of that future today. That’s the bet I made at $355.17.

The 1.94% gain doesn’t prove the thesis. It only means the market has moved in my direction so far.

CLuo 2026-09-1622：49：26 Tesla TSLA P/L% +1.94% Market price 363.040 USD，，Cost 3

T

Tonc

NVIDIA Return Rate

Traded Value15 hours ago

$SpaceX(SPCX.US)The past week has been filled with negative headlines, and sentiment around high-beta growth names is still fragile. Even so, both Tesla and SPCX have held up much better than I expected instead of breaking lower.

I added to my SPCX position when it reclaimed the 20-day moving average. It’s still a small position, but I’m treating that level as a sign that buyers are willing to defend the trend despite the constant bad news.

My takeaway is simple: price matters more than headlines. If a stock can resist selling pressure during weak sentiment, it usually deserves more attention than the news flow itself.

@Captain's Treasure

Trade Showcase: Trade, Show & Earn Rewards!

K

koolgal

NVIDIA

Rate Of Return19 hours ago

The Beginner's Playbook: How To Invest Safely On FOMC Day

If you are a new investor, you do not need to hide under the bed until the FOMC meeting is over. You just need to trade your fragile sports car for an armoured financial vehicle.

Here is how to navigate tomorrow's rate hike:

Avoid the Siren Song of Catching Falling Knives: When a famous tech stock like $Tesla(TSLA.US)may drop 5% on Thursday, don't rush. In a rising interest rate environment, expensive stocks can get a whole lot cheaper before they find a true floor. Let the market digest the Fed Chair Kevin Warsh's words first.

Build an Unshakeable Cash Cushion: Parking your money in high yield cash vehicles or short term Treasury bills like $iShares 0-3 Month Treasury Bond ETF(SGOV.US)allows you to earn a steady yield while you wait for the storm to clear.

Anchor in Low Volatility Index ETFs: Instead of betting on single companies, spread your risk across broad index ETFs engineered for defence.

Look for funds like $Ps S&P Low Vol(SPLV.US)or $SPDR S&P 500 Val(SPYV.US). These track stable, cash rich companies in healthcare, utilities and consumer staples that keep making money regardless of what the Fed does.

As the legendary investor Benjamin Graham beautifully noted:

"The essence of investment management is the management of risks, not the management of returns" .

Take a deep breath, embrace the bumpy ride and focus on protecting your capital first!

Good luck to all my Longbridge friends.🥰🥰🥰🍀🍀🍀

FSM 文 ZA When everything feels like it's falling apart， it's often falling into

Long image

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Fed Decision Looms as 20-Year Yield Hits Record

At 2am tomorrow, markets get the moment they've been building toward all week: the Fed's rate decision. Ahead of it, a 20-year Treasury auction just set a record yield of 5.42%, breaking the 2023 high...

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Vt3

NVIDIA1 day ago, 01:14 AM

$Tesla(TSLA.US)🚗🏎️

POST for 17/9/26

1️⃣ Have been adjusting my last entry price since I first purchase extremely high! Managed to close with mild gains. Thereafter I re entered again tapping much lower entry price again and till now still holding.

2️⃣ Only recent after the said AI safety to be implemented, its prices came down. I will be adding if the prices falls much further, as per my setup.

3️⃣ I am investing towards the near to long term goals,am confident that it will be positively building towards more amazing value added to meet its top line, with its existing ever strong fundamentals.

⛳️$Tesla(TSLA.US)

$Tesla.US

2025.02.18 ~ 2026.09.15 All orders

Cumulative P/L33.13 (USD)+3%

2025.02.182026.09.15

Trade Showcase: Trade, Show & Earn Rewards!

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Gary Black Tracker1 day ago, 11:17 AM

Please see my daily pre-mkt summary on my assessment of elevated oil prices caused by Saudi Arabia’s closure of their East-West pipeline, which has driven Brent crude to $105/bbl and caused 10-year treasury yields to spike to 5.05%, its highest level since 2007. This has led value stocks to significantly outperform growth stocks (+20.9% vs +2.7% respectively YTD) with long duration growth stocks like $Tesla(TSLA.US) impacted most. Money markets now see a 92% chance of a Fed hike (first hike since July 2023) tomorrow following the two-day Fed meeting.

V

Vt3

NVIDIA1 day ago, 10:02 AM

15.9.26 $NVIDIA(NVDA.US)

$Tesla(TSLA.US)

After their most latest called

ALL-IN Summit, tonight session change direction again ⬆️↖️↗️

Only not to forget to add

To 👀Cybersecurity stocks this time 😂

V

Vt3

NVIDIA1 day ago, 09:03 AM

Tesla Roadster embedded with thruster rocket engine accelerator as per video, indeed pick up way faster than Porsche which we are still having it, however not suitable for our local roads. (Cars lover previously)

H

Heroic Lifesaver

Total Assets

Rate Of Return1 day ago, 05:00 AM

Is the “AI slowdown” narrative really bearish?

I’ve been thinking about the recent comments from Anthropic’s CEO about slowing down AI development.

And I have to say… I’m not completely buying the way the market is interpreting it.

The safety concerns may well be genuine. But I also can’t ignore the incentives.

If you’re already one of the companies at the frontier of AI, slowing things down — or making the regulatory hurdles higher — doesn’t necessarily hurt you. In fact, it could make life much harder for everyone trying to catch up.

That’s also why I found it interesting that Elon Musk $Tesla(TSLA.US)agreed.

Maybe I’m being cynical 😂, but when competitors suddenly agree that everyone should slow down, one of the first questions I ask is:

Who benefits?

For me, the bigger question as an investor is whether anything has actually changed in the AI infrastructure story.

Are hyperscalers cutting capex?

Are accelerator orders being cancelled?

Is demand for networking, memory, storage or power starting to weaken?

If the answer is no, then I’m not sure a few comments about slowing AI development automatically mean the AI investment cycle is slowing too.

For now, I see this more as a narrative shock than a thesis break.

And perhaps there’s another possibility:

Slower model development could actually mean more spending on inference, safety, testing and infrastructure before the next generation gets released.

That’s the part I’m watching.

What do you think? Genuine concern, strategic positioning… or a bit of both? 😂

@Captain Leo

Memory Chips Bounce Back. Selloff Over?

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NewUser_zS0M8w

Nebius Return Rate

Microsoft2 days ago, 03:07 PM

We are seeing the start of sell off especially in the AI and hardware sector, as AI leaders like Altman calls for slowdown amidst the rapid AI development and growth over the past years. Recently, there have also been reports of slightly renowned former scientists from various AI companies calling out the dangers of rapidly developing and adopting AI, claiming that they may replace humans faster than you think

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Pushes September Hike Odds Near 90%

US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, i...