"Everywhere immigrants have enriched and strengthened the fabric of American life." ✍️🌎
- John F. Kennedy
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✅ 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.
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↗ Dow 46,315.27 + 0.37%
↗ Nasdaq 22,631.48 + 0.72%
↗ S&P 6,664.36 + 0.49%
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Oracle, Meta in Talks on $20 Billion AI Cloud Deal
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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.
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Amazon Power Seller Pattern Goes Public, Raises $300 Million in Nasdaq Debut
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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.
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New $100,000 H-1B Fee Will Apply Only to New Applicants, White House Confirms
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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.
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U.S. to Take Control of TikTok Board and Algorithm Under New Deal
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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.
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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.
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📉 ON THE MOVE AND NOTABLES 📈
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✔️ 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.
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💲What to Watch Next Week💲
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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-
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