Amit Kukreja
OPENAI EXPANDS DATACENTERS, POWELL SPOKE YESTERDAY, MARKETS TRY TO REBOUND | MARKET OPEN
9/24/2025, 4:20:32 PM
Economic Summary
- Market resilient despite typical September weakness
- Significant AI CapEx spend continues
- Rates expected to be cut by new Fed leadership
- Housing data shows sharp sales and price increases
- Bull market potentially has two more years based on history
Bullish
- Massive AI-driven data center expansion boosts tech sector
- Rates likely to come down supporting growth stocks
- AI could be highly deflationary countering inflation worries
- Housing sector shows strong sales growth
- Robinhood prediction markets could grow to $200M revenue by 2026
- Energy sector benefits from AI infrastructure demand
Bearish
- High electricity prices from data centers impact local residents
- Opendoor margins remain weak despite potential rate cuts
- Institutional selling pressure on Opendoor shares
- Jerome Powell warns equities are highly valued
- Potential inflationary risks if rate cuts mismanaged
- Amazon AWS growth concerns and tariff impacts
Bullish tickers
IRENCYPHERBITFNVDAHOODSOFI
Bearish tickers
OPENAMZNNVDA
People mentioned
Donald TrumpJerome PowellSam AltmanMaria BartiromoElon MuskJeff BezosVlad TenevSachinMike NovogratzGabriela Santos