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Monday, September 15

Noteworthy US mega-cap moves today: Tesla Inc (TSLA) +8.3%. Alphabet Inc (GOOGL) +1.6%. Alphabet Inc (GOOG) +1.6%. 

The market is currently reacting to a series of economic data releases and anticipated central bank policy changes. Notably, the Empire State Manufacturing Index for September has shown a significant decline, dropping 21 points to -8.7, indicating weaker business conditions in New York state than previously expected.

In Europe, stock markets are experiencing upward momentum despite mixed signals from recent trade surplus reports across various countries including Italy and the Eurozone as a whole—where imports have surged while exports showed only modest growth leading to narrowed surpluses compared with previous years. The CAC 40 index in France notably increased by over 1% today amidst these developments.

Additionally, there is heightened anticipation surrounding upcoming monetary policy announcements from major central banks this week—including expectations that the U.S Federal Reserve will cut interest rates due to signs of weakening labor market conditions alongside persistent inflationary pressures—a move seen as critical given current investor sentiment which remains cautious yet opportunistic ahead of potential rate adjustments.

Solana (SOL/USDT) [-2.3%]
Solana (SOL) has declined as part of a broader correction among altcoins, moving down significantly since Sunday. Social media discussions highlight concerns about potential further drops of 15-20% amid expectations of a Federal Reserve rate cut. Notably, around five hours ago, a user warned of significant corrections in altcoins, including SOL. Earlier, it was reported that Galaxy Digital acquired 1.2 million SOL within a 24-hour period. This acquisition coincides with a record high in stablecoin supply on Ethereum, reaching $168 billion. Additionally, Bitcoin (BTC/USD) has moved down slightly, reflecting broader market sentiment that may also influence Solana's price movement.

TSLA | +8.1% | +110.3B
Tesla Inc | Automobile Manufacturers
Tesla Inc is experiencing a notable increase in stock performance, with shares moving higher alongside the broader Automobile Manufacturers sector. This uptick is significantly influenced by CEO Elon Musk's recent purchase of approximately 2.57 million shares at prices ranging from 372.37 to 396.54 per share, disclosed in an SEC filing. This acquisition marks Musk's first open market purchase since February 2020 and has drawn considerable attention, contributing to a positive market reaction. Additionally, there are expectations that Tesla will exceed third-quarter delivery estimates, driven by strong U.S. sales as buyers rush to take advantage of the expiring $7,500 EV tax credit. The company's Gigafactory in Berlin is also set to ramp up production in response to favorable sales figures across its 37 markets.

NVIDIA Corp (NVDA) [-1.3%, -58.0B] Semiconductors
NVIDIA Corp's stock has dropped significantly, influenced by a broader decline in the Semiconductors sector. Recent scrutiny from China's State Administration for Market Regulation has intensified following preliminary findings of anti-monopoly law violations related to NVIDIA's 2020 acquisition of Mellanox. This news emerged approximately two hours ago and has led to a notable decrease in NVIDIA's stock price. Social media discussions have highlighted the implications of the investigation, particularly concerning NVIDIA's ability to sell new hardware in China amid existing U.S. export restrictions. As the situation unfolds, concerns are growing about the regulatory environment surrounding NVIDIA and its impact on U.S.-China trade negotiations.

NVO | +2.8% | +5.2B
Novo Nordisk A/S | Pharmaceuticals
Novo Nordisk A/S has received European Medicines Agency approval for its oral semaglutide, Rybelsus, to include cardiovascular benefits for type 2 diabetes patients. This update stems from the SOUL clinical trial, which showed a 14% reduction in cardiovascular death, heart attack, and stroke compared to placebo. Rybelsus is now the first oral GLP-1 receptor agonist in the EU with verified cardiovascular advantages. The company anticipates a decision later this year regarding a cardiovascular indication label extension for Rybelsus in the United States. On social media, Novo Nordisk is viewed as a favorable investment due to its multi-year growth potential, particularly in its GLP-1 franchise. Additionally, discussions highlight competition with Eli Lilly in the obesity drug market, projected to reach $80 billion by 2030. The Four Oaks North Carolina Board of Commissioners is expected to approve annexation for Novo's expansion, which may create over 1,000 jobs.

IONQ | +3.3% | +407.0M
IONQ Inc | Technology Hardware, Storage & Peripherals
IONQ Inc is experiencing a price increase, coinciding with a broader upward movement in the Technology Hardware, Storage & Peripherals sector. Notably, multiple analysts have raised their price targets for IONQ, with Needham increasing its target from 60 to 80, Cantor Fitzgerald adjusting from 45 to 60, and B.Riley elevating its target from 61 to 75. Both Rosenblatt and Needham reaffirmed their Buy ratings. Social media discussions reflect a surge of optimism around IONQ, highlighting its recent performance as a top stock and noting a "Stage 2 breakout." Insider sales were reported, with the Chief Revenue Officer selling nearly 20,000 shares and the CEO selling over 16,000 shares at 44.40 each on September 11, 2025. IONQ's market capitalization stands at approximately 16.5 billion.

TXN | -2.7% | -4.4B
Texas Instruments Inc | Semiconductors
Texas Instruments shares are down following China's announcement of anti-dumping and discrimination investigations targeting U.S. semiconductor manufacturers, including Texas Instruments. The Chinese Ministry of Commerce is focusing on American-made analog integrated circuit chips, which are crucial across various industries. This development coincides with rising tensions in U.S.-China trade relations and may influence future trade discussions between the two nations. In premarket trading, Texas Instruments stock fell significantly to $177.99. Social media discussions have also highlighted opportunities for Texas Instruments in data centers and robotics, while acknowledging the scrutiny faced by the U.S. chip sector amid these probes. Additionally, there are hints of an upcoming announcement related to Texas Instruments that could impact its stock performance.

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