Amit Kukreja
OH MY HOODNESS | MARKET CLOSE
9/29/2025, 9:53:50 PM
Economic Summary
- S&P 500 up for 108 straight sessions without 2% drop
- Gold ETFs gain $2B in September
- Dollar down 0.22% today
- Possible government shutdown Wednesday
- Gold at all-time high $3858
- BMO sees 8-10% earnings growth into next year
Bullish
- Robinhood up 12% on record equity trading volume
- Palantir wins $410M State Department contract
- S&P 500 streak without big down day extends
- Gold inflows strong alongside equities
- Rocket Lab secures 21-launch contract
- Claude Sonnet 4.5 beats GPT-5 in coding
- Trade Desk upgrades data marketplace
- BMO Capital raises S&P target to 7000
Bearish
- Government shutdown risk at 74% could halt jobs data
- Robinhood crypto volumes down from prior months
- Uncertainty over Robinhood entering NASDAQ 100
- Valuation concerns after large Robinhood rally
- Potential dollar weakness may boost inflation
Bullish tickers
HOODPLTRRKLBNVDAAMDPYPLAAPLAPPTTD
Bearish tickers
HOODGOOGLWOLF
People mentioned
Jerome PowellDonald TrumpTom LeeChuck SchumerHakeem JeffriesVlad TenevMike KriegerToby LutkeKen GriffinJensen HuangGene Munster