Amit Kukreja
WILL THE GOVERNMENT SHUTDOWN, NVIDIA GETS ITS LARGEST UPGRADE | MARKET OPEN
9/30/2025, 4:15:02 PM
Economic Summary
- Last day of Q3 marked by fund rebalancing and market volatility
- Potential U.S. government shutdown influencing investor sentiment
- Oil prices at lowest of 2025 could benefit margins
- Manufacturing PMI needs to hold above 50 for healthy economy
- Rates trending down could support growth stocks
Bullish
- CoreWeave $14.2B deal with Meta boosts AI infrastructure stocks
- Oil price decline supports margin expansion and deflation
- Robinhood S&P 500 inclusion drives institutional buying
- NVIDIA breaks all-time highs on upgrade and data center optimism
Bearish
- Possible government shutdown could stall market momentum
- Credit delinquency fears impacting financials like SoFi
- Ethereum stagnation limits BitMine upside
- Rebalancing may trigger profit-taking in recent high flyers
Bullish tickers
HOODNVDANEBSPATHCELH
Bearish tickers
SOFIBMNRETSYAPP
People mentioned
Donald TrumpJerome PowellTom LeeJ.D. VanceDaniel EkMike JohnsonChuck SchumerSteve