Kenvue Inc.

Apple Inc.

Oracle Corporation

In the US, Donald Trump's administration is preparing a high-profile announcement about a possible link between Tylenol and autism risk in children, which has hit shares of the Kenvue manufacturer. In parallel, the White House is pushing a restructuring deal for TikTok involving Oracle, Fox Corp., Silver Lake and Andreessen Horowitz, where U.S. investors would gain control and key powers. China has kept rates on hold amid signs of a slowing economy despite the Fed's recent rate cut. On these and other topics, our roundup of key developments for the morning of Sept. 22.

Highlights for the morning: OpenAI and Luxshare vs. Apple, China kept betting, Tylenol dispute

Intel Corporation

NVIDIA Corporation

The US Federal Reserve has cut its policy rate by 25 bps to 4-4.25% for the first time in 2025 and forecasts further monetary easing. Nvidia will invest $5 billion in Intel and become its largest shareholder. Alphabet broke the $3 trillion capitalization bar amid an antitrust victory and optimism around the Gemini platform. Donald Trump and Xi Jinping discussed the fate of TikTok in the U.S. by phone and agreed to meet. The main events from September 15 to 19 - in our review<b>. </b>

Highlights of the week: Fed rate, Alphabet grows to $3 trillion, Nvidia and Intel alliance

Meta Platforms, Inc.

Meta may become Oracle's largest customer after OpenAI

Oracle is negotiating a $20 billion contract with Meta. How will this affect the stock?

OpenAI's $300 billion contract has heightened concerns about debt and cash flow

Oracle's contract with OpenAI has worried Moody's. What risks do analysts warn about?

CoreWeave, Inc.

CoreWeave "destroys rather than creates shareholder value," claims investment firm Kerrisdale Capital

'Lacks uniqueness': short-seller calls CoreWeave's share price 12 times overvalued

The Federal Reserve cut rates by 0.25 bps to 4-4.25% and hinted at two more easings before the end of the year, attributing the decision to risks to the labor market with continued inflation pressures. Meta unveiled new models of smart glasses, including Ray-Ban Display with display and neuroblade for $799 and Oakley Vanguard sports for $499, and Netskope is preparing for an IPO with a $7.3 billion valuation. On these and other topics - in our review of key events by the morning of September 18.

Bloom Energy Corporation

Bloom Energy's capitalization is already up 230% this year, but analysts believe that's not the limit

The little-known company's stock has hit a record. Why does it benefit from Oracle's success?

Microsoft Corporation

Baidu, Inc.

Online ticketing platform StubHub goes public with a valuation of $8.6 billion. Meanwhile, Britain and the United States have struck a $42 billion deal: Nvidia and Microsoft will deploy the country's largest AI supercomputer. TikTok, in turn, got a break again - Donald Trump extended the deal with Oracle and Silver Lake for the fourth time. On these and other topics - in our review of key events for the morning of September 17.

Highlights for this morning: Britain and the US build a supercomputer, StubHub goes IPO

Oracle is part of a consortium of companies that could ensure TikTok continues to operate in the U.S., sources tell CBS News

Oracle shares jumped. The market now has hope for a new reason to rally

Tesla, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: macro statistics will determine the course of trading

On Wednesday, September 10, Oracle founder and chairman Larry "Larry" Ellison became the richest man in the world according <a href="https://www.bloomberg.com/news/articles/2025-09-10/oracle-co-founder-larry-ellison-closes-in-on-elon-musk-as-world-s-richest-man">to</a> Bloomberg, overtaking Elon Musk, who held the title for almost a year. This happened after the publication of Oracle's quarterly report, which AP called<a href="https://apnews.com/article/richest-billionaires-musk-ellison-oracle-tesla-bloomberg-forbes-e90a3cab2a0b256923ca55814893f9fe">"stunning"</a>. The company's stock skyrocketed, and Ellison's fortune increased by more than $100 billion in a single day - the largest daily increase in the history of Bloomberg's rankings. As of September 12, Musk is back at the top of the list of the richest people on the planet, but Ellison's fortune remains <a href="https://www.bloomberg.com/billionaires/">huge</a> - $363 billion. How did he achieve this?

Ghetto Boy: How Larry Ellison Became the Richest Man on Earth

The week of September 8-12 was rich in big deals. Nebius signed a contract with Microsoft for $17.4 billion and raised $3.75 billion in funding, Oracle signed an agreement with OpenAI for $300 billion, and ASML invested €1.3 billion in French startup Mistral AI - the deal raised its valuation to €11.7 billion. At the same time, investors were not impressed by Apple's new products, and Kering postponed the buyout of fashion house Valentino until 2028. The main events of the week are in our review.