Break the September market curse

September has been far from an ideal month for American actions in recent years, the S&P 500 falling during the month in the past four years.

This time, however, things seem better, supported by an wave of optimistic economic data – including growth in GDP in the second quarter of 3.8% and unemployment claims that suggest a resilient labor market.

With a few more days, the markets will eventually end the month on a positive note, even though US President Donald Trump continues with his aggressive price policy?

On Friday, Trump unveiled new scanning rates, including on furniture, adding a new uncertainty to an already nervous market. Friday, investors seemed to raise their prices shoulders, the weekly fence told another story: prudence is reproduced.

Inflation data experienced expectations, which should have been relief. But in a touch, solid economic signals could actually prevent the Fed from reducing reduction rates, reintegration of market bulls. The good news can be bad news for the markets.

However, the S&P 500 is up 2.84% so far this month – and if everything goes well, it seems that the September Jinx will be broken this year.

The Middle East could benefit from higher H1-B costs. While Trump increases the costs for H1-B visa, the sustained push in the Gulf region to become the next world center for artificial intelligence could see it exceeding other geographies while it collects foreign talents that are confronted with an uncertain future in the United States

Vance confident Tiktok is “successfully separated”. US vice-president JD Vance said that he was optimistic about Tiktok’s future in the United States, saying that “we have managed to separate this company from Tiktok Global and that we actually made people control the security of people’s data”. Tiktok has long faced concerns about its data collection practices and the relationship of the parent company Bytedance with the Chinese government.

Buffett indicator at all time. Warren Buffett’s favorite standard for Warren Buffett’s stock market assessments has climbed to a record level, reviving fears that investors are once again testing the limits of market exubence.

The markets come together on Friday. The three main American clues climbed on Friday, but still finished the week below after the publication of crucial inflation data. The markets in Europe also ended on Friday in a positive territory. During the weekend and early on Monday, stock-up contracts were little changed in trading overnight.

(Pro) Intel directs the list of actions most excessive actions. Intel joined more than 20% last week and has Given a win of the year up to date of almost 80%. However, this puts the stock is now even more deeply in the exaggerated territory.

The Openai network entangled from the offer

The CEO of Openai, Sam Altman, is everywhere, embodied agreements evaluated by tens to hundreds of billions of dollars with infrastructure partners, even if he continues to burn cash mounds.

His artificial intelligence startup, now estimated at $ 500 billion, has signed agreements with several companies, including Oracle, Coreweave and Broadcom.

While Openai says that scaling is the key to stimulating innovation and future IA breakthroughs, investors and analysts are starting to raise eyebrows on the sums of the bug.

– Ashley Capot