Sondre Flateraaker @Flaten: "Today’s Market News – September..."

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Today’s Market News – September 23, 2025 Asia traded lower with Hong Kong down ahead of a severe typhoon, while Indian IT stocks stayed weak after Trump’s $100,000 H-1B visa fee. Pharma names in Asia also fell after Trump linked autism to vaccines and Tylenol in pregnancy. In Europe, Eurozone PMI hit a 16-month high at 51.4, and the U.S. is preparing for shutdown talks with Medicaid at the center. Defense / Industrials / Energy $BA (Boeing) – Uzbekistan Airways signed its largest-ever order: up to 22 Dreamliner jets; U.S. and China reportedly near a major Boeing order. $RKLB (Rocket Lab Corp) – Delivered Explorer-class spacecraft to NASA Kennedy for UC Berkeley’s Escape/Plasma mission. $CPSH – Won U.S. Army Phase II SBTT contract. $WMS (Advanced Drainage Systems Inc.) – Acquiring Norma Group’s water management unit for ~$1B. $E (Eni SpA-ADR) Italian gov’t approved Eni’s refinery conversion into a biorefinery. $LAC (Lithium Americas Corp) – DOE re-evaluating $2.3B loan for Thacker Pass lithium project. Healthcare & Consumer $PFE (Pfizer) – Celltrion subsidiary buying Imclone Systems from $LLY (Eli Lilly & Co) for $330M. GSK – Seeking FDA label update for leucovorin in autism. HTFL – FDA cleared Heartflow’s new Plaque Analysis algorithm. HEINY – Acquiring Florida Ice & Farm’s portfolio for $3.2B. $KVUE (Kenvue Inc) – Shares under pressure (-17% since Sept 4) after Trump’s Tylenol comments. $WMT (Walmart Inc.) – Launching “Walmart Deals” Oct 7–12. Financials & Tech $CLSK (Cleanspark Inc) – Expanded Bitcoin-backed credit facility by $100M with Coinbase. $BABA (Alibaba-ADR) – Launched omni-modal open-source AI model Qwen3-Omni. ON – Acquiring Aura Semi’s Vcore Power business. PCOR – Reaffirmed Q3 and FY25 guidance. Insider Buying WBI – Directors bought $6M and $1.5M. GLIBK – John Malone purchased $359K. AROC – Insider purchase $242K. Upgrades & Downgrades Upgrades: CRWV, ONTO, PRI, URI. Downgrades: COLD, LULU, SYM. PT raises: $AMAT (Applied Materials Inc), $CRWD (Crowdstrike Holdings), $NVDA (NVIDIA Corporation), $PLTR. Earnings FLY – EPS Miss, Rev Miss, Lower AZO – EPS Miss, Rev In-Line, Lower Notable Info U.S. Treasury considering swap lines and FX support for Argentina. Veeva (VEEV) added Bristol Myers (BMY) to Vault CRM. Full breakdown available in the link down below! www.patreon.com/posts/todays-market-23-139546833?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link