"Everywhere immigrants have enriched and strengthened the fabric of American life." ✍️🌎 - John F. Kennedy |
✅ U.S. stocks climbed on Friday, closing out a strong week as investors digested the Federal Reserve’s first interest rate cut since December. ✅ Oracle and Meta in talks on $20 billion AI cloud deal. ✅ Amazon power seller Pattern goes public, raises $300 million in Nasdaq debut. ✅ Trump’s newly announced $100,000 fee for the H-1B visa program will apply exclusively to new visa applications. ✅ U.S. to take control of TikTok board and algorithm under new deal. ✅ FedEx tops forecasts on cost cuts and strong U.S. deliveries; shares gain. |
↗ Dow 46,315.27 + 0.37%
↗ Nasdaq 22,631.48 + 0.72%
↗ S&P 6,664.36 + 0.49% |
Oracle, Meta in Talks on $20 Billion AI Cloud Deal |
Oracle Corp. is negotiating a multiyear cloud agreement with Meta Platforms Inc. valued at about $20 billion, according to people familiar with the talks. Under the proposed deal, Oracle would supply computing power for training and deploying Meta’s artificial intelligence models. If completed, the contract would mark another major win for Oracle’s fast-growing cloud infrastructure business, which is challenging Amazon, Microsoft and Google. Oracle shares rose 4.1% Friday to $308.66, extending an 85% rally this year on record cloud bookings. The discussions come as Meta boosts spending to secure AI computing capacity and as Oracle expands ties with large customers, including Musk’s xAI and OpenAI, for massive AI workloads. Both companies declined to comment. |
Amazon Power Seller Pattern Goes Public, Raises $300 Million in Nasdaq Debut |
Image courtesy of Pattern |
Pattern Group, one of Amazon’s largest third-party sellers, began trading on Nasdaq Friday under the ticker PTRN, opening at $13.50 per share — slightly below its $14 IPO price. The offering raised $300 million and valued the Utah-based e-commerce firm at about $2.5 billion, with half the proceeds going to existing investors. Founded in 2013 and rebranded in 2019, Pattern is the No. 2 Amazon seller in the U.S. by customer reviews. It markets tens of thousands of products for more than 200 brands — including Nestlé, Panasonic and Skechers — across platforms like Amazon, Walmart, Target and TikTok Shop. Revenue rose 39% year over year to $598.2 million last quarter, but Pattern warned of heavy reliance on Amazon and potential risks from trade tensions and platform policy changes. Its IPO reflects both the growth prospects and challenges facing top third-party sellers in today’s fast-evolving online marketplace. |
New $100,000 H-1B Fee Will Apply Only to New Applicants, White House Confirms |
Image courtesy of TimesofIndia.com |
The Trump administration’s newly announced $100,000 fee for the H-1B visa program will apply exclusively to new visa applications, the White House said Saturday. Existing H-1B visa holders and those renewing their visas will not be subject to the fee, a White House official told Bloomberg on condition of anonymity. Axios first reported the clarification. Applicants selected in this year’s H-1B lottery, with visas taking effect on October 1, will also be exempt from the new charge. H-1B visas remain highly sought after by major U.S. companies aiming to hire skilled workers from abroad. President Donald Trump signed an executive order imposing a $100,000 fee on new H-1B visa applications, aiming to prioritize American workers while keeping a path for skilled foreign talent. A separate “gold card” program will fast-track visas for individuals or companies paying $1–2 million. The move targets tech and other sectors reliant on H-1B workers, with details on fee collection still being finalized. |
U.S. to Take Control of TikTok Board and Algorithm Under New Deal |
Image courtesy of Avishek Das/SOPA Images/LightRocket via Getty Images |
TikTok’s U.S. business will soon be majority-owned and governed by Americans under a new agreement to spin the platform off from its Chinese parent, White House Press Secretary Karoline Leavitt said Saturday. Americans will hold six of seven board seats and oversee the app’s algorithm, with ByteDance retaining less than 20% and its lone board member excluded from the security committee. The deal — finalized in a Friday call between President Donald Trump and China’s Xi Jinping — follows Madrid talks between U.S. Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng. New investors include Oracle, Andreessen Horowitz and Silver Lake, with Oracle also acting as TikTok’s security partner and storing U.S. user data domestically. The agreement is expected to be signed within days. |
FedEx Tops Forecasts on Cost Cuts and Strong U.S. Deliveries; Shares Gain |
Image courtesy of Getty Images |
FedEx (FDX) beat Wall Street expectations for the latest quarter as deep cost cuts and resilient U.S. parcel demand offset weaker international shipments following the end of U.S. tariff exemptions on low-value imports. Shares rose 5% in premarket trading Friday. For the quarter ended Aug. 31, total average daily shipments rose 4% and revenue per package increased 2%, even as international export volumes fell 3%. The company is executing a $1 billion cost-saving plan through fiscal 2026 by parking planes, closing facilities and consolidating operations, which lifted its operating margin to 6% from 5.2% a year earlier. Adjusted profit climbed to $912 million, or $3.83 per share, up from $3.60 a year ago and ahead of analysts’ $3.59 estimate. Revenue rose to $22.24 billion versus expectations of $21.66 billion. FedEx said the loss of the “de minimis” exemption for China and Hong Kong cut revenue by about $150 million and will create a roughly $1 billion annual headwind. Looking ahead, the company guided full-year adjusted earnings to $17.20–$19.00 per share, slightly below consensus at the midpoint, and confirmed plans to spin off its freight unit by June 2026. It also repurchased $500 million in stock during the quarter. |
📉 ON THE MOVE AND NOTABLES 📈 |
✔️ The House on Friday approved a resolution honoring conservative activist Charlie Kirk, one week after he was assassinated at an event in Utah. ✔️ The PHLX Housing (^HGX) index has jumped more than 16% so far this quarter, against a roughly 7% gain for the S&P 500. ✔️ In bonds and currencies, yields and the U.S. dollar are rebounding, retracing part of this month’s earlier losses. The 10-year Treasury yield rose two basis points to nearly 4.13% after briefly dipping below 4% post–rate cut. ✔️ The Fed cut its benchmark rate by a quarter point to 4.0–4.25%, in line with expectations. Projections signal two more possible cuts before year-end, though officials stress the path will depend on incoming data, especially labor-market trends. Overall, the direction for rates looks lower as policymakers aim to normalize policy gradually. ✔️ The Fed is more conservative than the market with its projections for a target rate of 3.4% by the end of 2026. Futures trading pegs rates between 2.75% and 3.25% by then, per the CME FedWatch Tool. ✔️ Cyclical and smaller companies, which are more sensitive to borrowing costs, stand to benefit: the Russell 2000 outperformed both the Nasdaq and the S&P 500 this week, reaching a four-year high. ✔️ Gold hit record highs this week but retraced the last three days. ✔️ Oil prices dropped on Friday as worries about large supplies and declining demand outweighed expectations that the year's first interest-rate cut by the U.S. Federal Reserve would trigger more consumption. Brent crude futures settled at $66.68 a barrel, down 76 cents or 1.1%. U.S. West Texas Intermediate futures finished at $62.68, down 89 cents or 1.4%. ✔️ A 12-foot golden statue of President Donald Trump was put on display on 3rd street, just outside the US Capitol. The temporary statue was unveiled just hours before the Federal Reserve's interest rate decision was announced.
✔️ Apple (AAPL) climbed as the iPhone 17 Pro, Pro Max, and iPhone Air launched. ✔️ Micron (MU) fell from a record close as investors await its Sept. 23 earnings report. ✔️ CoreWeave (CRWV) jumped after receiving a Buy rating from Loop Capital. ✔️ Intel (INTC) was downgraded to Sell by Citi after a recent rally. ✔️ Lennar (LEN) dropped following a 46% Q3 profit decline and weaker-than-expected Q4 delivery guidance. ✔️ Tesla (TSLA) slipped in a “sell-the-news” reaction following a two-week rally and reports of a door-handle redesign. |
💲What to Watch Next Week💲 |
For the week of September 22, 2025, investors will be watching Friday’s Personal Consumption Expenditures (PCE) inflation report and a series of Federal Reserve speeches for fresh insights following last week’s rate cut. Markets are also assessing the Fed’s recent pivot toward emphasizing labor-market conditions over inflation concerns. 🟢 Economic: Monday (Sep. 22): -no reports- Tuesday (Sep. 23): Current Account Balance, Existing Home Sales Wednesday (Sep. 24): EIA Crude Oil Inventories, MBA Mortgage Applications Index, New Home Sales Thursday (Sep. 25): Advanced International Trade in Goods, Advanced Retail Inventories, Advanced Wholesale Inventories, Continuing Claims, Durable Goods, EIA Natural Gas Inventories, Q2 GDP – Third Estimate, Initial Claims Friday (Sep. 26): PCE Prices, Personal Income, Personal Spending, University of Michigan Consumer Sentiment - Final 🟢 Earnings: Monday (Sep. 22): Ennis Inc. (EBF), Firefly Aerospace Inc. (FLY) Tuesday (Sep. 23): AutoZone Inc. (AZO), Micron Technology Inc. (MU), Worthington Enterprises Inc. (WOR) Wednesday (Sep. 24): Cintas Corp. (CTAS), H.B. Fuller Company (FUL), KB Home (KBH), Thor Industries Inc. (THO), Uranium Energy Corp. (UEC) Thursday (Sep. 25): Accenture PLC (ACN), BlackBerry Ltd. (BB), CarMax Inc. (KMX), Costco Wholesale Corp. (COST), Concentrix Corp. (CNXC), Jabil Inc. (JBL), TD Synnex Corp. (SNX) Friday (Sep. 26): -no reports-
|
Watch Our Latest Weekly Video On Youtube Or Spotify "Musk`s Power Play & Gilded Glimmers" |
|
|
Disclaimer: We are engaged in the business of advertising and promoting companies. All content on our website is for informational purposes only and should not be construed as an offer or solicitation of an offer to buy or sell securities. Neither the information presented nor any statement or expression of opinion, or any other matter herein, directly or indirectly constitutes a solicitation of the purchase or sale of any securities. Neither the owner of Bullish Bear nor any of its members, officers, directors, contractors or employees are licensed broker-dealers, account representatives, market makers, investment bankers, investment advisers, analyst or underwriters. Investing in securities, including the securities of those companies profiled or discussed on this website is for individuals tolerant of high risks. Viewers should always consult with a licensed securities professional before purchasing or selling any securities of companies profiled or discussed on Bullish Bear. It is possible that a viewer's entire investment may be lost or impaired due to the speculative nature of the companies profiled. Remember, never invest in any security of a company profiled or discussed on this website unless you can afford to lose your entire investment. Also, investing in micro-cap securities is highly speculative and carries an extremely high degree of risk. Bullish Bear makes no recommendation that the securities of the companies profiled or discussed on this website should be purchased, sold or held by viewers that learn of the profiled companies through our website.
Some of the content on this website contains "forward-looking statements." Such statements may be preceded by the words "intends," "may," "will," "plans," "expects," "anticipates," "projects," "predicts," "estimates," "aims," "believes," "hopes," "potential," or similar words. Forward-looking statements are not guarantees of future performance, are based on certain assumptions, and are subject to various known and unknown risks and uncertainties, many of which may be beyond a company’s control, and cannot be predicted or quantified, and, consequently, actual results may differ materially from those expressed or implied by such forward-looking statements. It is hereby noted that forward-looking statements contained herein may include everything other than historical information, involve risk and uncertainties that may affect a company's actual results of operation. A company's actual performance could greatly differ from those described in any forward-looking statements or announcements mentioned on this website or the websites contained within. Factors that should be considered that could cause actual results to differ include: the size and growth of the market for the company's products; the company's ability to fund its capital requirements in the near term and in the long term; pricing pressures; unforeseen and/or unexpected circumstances in happenings; etc. and the risk factors and other factors set forth in the company's filings with the Securities and Exchange Commission. However, a company's past performance does not guarantee future results.
Generally, the information regarding a company profiled or discussed on this website is provided from public sources bullishbear.com makes no representations, warranties or guarantees as to the accuracy or completeness of the information provided or discussed. Viewers should not rely solely on the information obtained through our website or in communications originating from our website. Viewers should use the information provided by us regarding the profiled companies as a starting point for additional independent research on the companies profiled or discussed in order to allow the viewer to form his or her own opinion regarding investing in the securities of such companies. Factual statements, or the similar, made by the profiled companies are made as of the date stated and are subject to change without notice and Bullish Bear has no obligation to update any of the information provided. Bullish Bear, its owners, officers, directors, contractors and employees are not responsible for errors and omissions.
From time to time certain content on this website is written and published by our employees or third parties. In addition to information about our profiled companies, from time to time, our website will contain the symbols of companies and/or news feeds about companies that are not being profiled by us but are merely illustrative of certain activity in the micro cap or penny stock market that we are highlighting. Viewers are advised that all analysis reports and news feeds are issued solely for informational purposes. Any opinions expressed are subject to change without notice. It is also possible that one or more of the companies discussed or profiled on this website may not have approved certain or any statements within the website. Bullish Bear encourages viewers to supplement the information obtained from this website with independent research and other professional advice. The content on this website is based on sources which we believe to be reliable but is not guaranteed by us as being accurate and does not purport to be a complete statement or summary of the available data. Third Party Web Sites and Other Information This website may provide hyperlinks to third party websites or access to third party content. Bullish Bear, its owners, officers, directors, contractors and employees are not responsible for errors and omissions nor does Bullish Bear control, endorse, or guarantee any content found in such sites. Bullish Bear does not control, endorse, or guarantee content found in such sites. By accessing, viewing, or using the website or communications originating from the website, you agree that Bullish Bear, its owners, officers, directors, contractors and employees, are not responsible for any content, associated links, resources, or services associated with a third party website. You further agree that Bullish Bear, its owners, officers, directors, contractors and employees shall not be liable for any loss or damage of any sort associated with your use of third party content. Links and access to these sites are provided for your convenience only. Bullish Bear uses third parties to disseminate information to subscribers. Although we take precautions to prevent others from obtaining our subscriber list, there is a risk that our subscriber list, through no wrong doing on our part, could end up in the hands of an unauthorized party and that subscribers will receive communications from unauthorized third parties. We encourage viewers to invest carefully and read the investor issuer information available at the web sites of the United States Securities and Exchange Commission (SEC). The SEC has launched an investor-focused website to help you invest wisely and avoid fraud at www.investor.gov and filings made by public companies can be viewed at www.sec.gov and/or the Financial Industry Regulatory Authority (FINRA) at: www.finra.org. In addition, FINRA has published information at its website on how to invest carefully at www.finra.org/Investors/index.htm. |
|
|
Manage your preferences | Opt Out using TrueRemove™
Got this as a forward? Sign up to receive our future emails.
View this email online. |
502 E Atlantic Ave 232 | Delray Beach, None 33483 US |
|
|
This email was sent to punjabsvera@gmail.com.
To continue receiving our emails, add us to your address book. |
|
|
|
