Big Tech Secret Handshakes

Today’s Rip: Opendoor, Lithium Americas fly on stake news, Yardeni calls out Powell, Robinhood climbs on daytrading rules, and more.

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Kevin Travers
September 24, 2025 • Reading Time: 14 minutes

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CLOSING BELL
AI Company Secret Handshakes

The market fell for a second day Wendesday, possibly showing signs that investors are waiting to see what comes next after a Tuesday all-time high and last week’s rate cut. Bitcoin and Ethereum were lower for most of the day, and the Mag 7 was falling, save for a 4% climb in Tesla after an analyst raise.

Alibaba followed the AI spend crowd $BABA ( ▲ 8.19% ) climbing after pledging to spend more than $50B on AI. The news follows handshake investments from Nvidia in Intel and OpenAI, and the $617B in total combined spend from Oracle, Meta, Microsoft, Alphabet, and Amazon. Intel climbed at the closing bell on the mere mention of an Apple investment. 👀

Today’s Rip: Opendoor, Lithium Americas fly on stake news, Yardeni calls out Powell, Robinhood climbs on daytrading rules, and more.  📰

4 of 11 sectors closed green, with energy $XLE ( ▲ 1.3% ) leading and materials $XLB ( ▼ 1.22% ) lagging.

TRENDING STOCKS
Opendoor, Lithium Americas Climb On New Investors 🦅 

Lithium Americas surged 95% intraday on Tuesday night, after a report that the Trump admin was looking at a 10% stake in the Canadian mining company. Following the original $2.26B loan to build Thacker Pass mine, the org is renegotiating its loans, and the U.S. is footing the bill.

Under the terms of the deal, $LAC ( ▲ 95.77% ) offered Uncle Sam up to 10% of common shares, and the U.S. is looking to buy guarantees from GM for lithium purchases. The new mine would position the U.S. as one of the top nations producing lithium, alleviating concerns that trading partners will withhold rare earth metals in the name of competition.

Thacker Pass could produce enough lithium to build batteries for 800,000 EV cars a year, according to Reuters.

It wasn’t the only name flying on meme status. Opendoor $OPEN ( ▲ 16.08% ) climbed after a post-market report that quantitative trading firm Jane Street holds 44M shares, or $361M in the company.

The stock also benefited from the higher new home sales figures. New Home Sales surged 20% in August to 800,000 units. If you believe the data, it’s the most new houses sold in one month in three years. The Eric Jackson-led Open Army hopes an improving housing market means a resurgence of the stock.

As the price climbs, Stocktwits retail has grown more cautious on $OPEN

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MACRO NEWS
Ed Yardeni Parallels Jerome Powell’s Remarks With Alan Greenspan’s ‘Irrelational Exuberance’
Rounak Jain·Stocktwits

Economist Ed Yardeni, president of Yardeni Research, on Wednesday reportedly drew parallels to Federal Reserve Chair Jerome Powell’s remarks on equity prices being “fairly highly valued” with former Fed Chair Alan Greenspan’s “irrational exuberance” comments in 1996.

According to a report by CNBC, while Yardeni agreed with Powell’s comments about the stock market, the Fed Chair’s remarks about financial stability triggered his contrary instincts.

“Financial crises tend to be Black Swans, i.e., events that occur unexpectedly, especially when irrational exuberance is widespread and intensifying,” Yardeni said.

“By many measures, for example, equity prices are fairly highly valued,” Powell said on Tuesday while speaking at an event in Rhode Island. However, he added that this is still “not a time of elevated financial stability risks.”

Yardeni said Powell’s comments about the equity markets reminded him of Greenspan’s famous remarks in 1996: “How do we know when irrational exuberance has unduly escalated asset values, which then become subject to unexpected and prolonged contractions?”

Yardeni added that the weekly S&P 500 forward earnings per share have been rising at a faster clip over the past few weeks. He added that this suggests that the third-quarter earnings will rise to another record high.

TRADING NEWS
Brokerages Climb On New Day Trader Rules 🤔 

Stock trading might become a whole lot easier, according to a new rule change from FINRA on Tuesday.

The Financial Industry Regulatory Authority said it will change how it monitors day traders, and lower the minimum $25,000 equitiy rule that holds back traders. FINRA considers anyone who buys and then sells an equity in the same day a day trader. FINRA limits these trades to four or more within a five-day period, unless traders have a margin account with $25k or more.

The rule was put in place during the 2001 dot-com bubble crash, but the regulator wants to update its requirements for the times. Easy access and free trading from payment-for-order-flow brokerages like Robinhood $HOOD ( ▲ 0.48% ) have made trading as easy as calling an Uber.

The new rule will be something like a daily margin rule, according to CNBC. Basically, traders will have buying power based on their positions on any given day.

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POPS & DROPS
Top Stocktwits News Stories 🗞️ 

Poll
Costco Earnings Report Thursday: Beat or Bust?

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WHAT’S ON DECK
Tomorrow’s Top Things 📋

Economic data: Initial Jobless Claims (8:30 AM), GDP (8:30 AM), Trade Balance (8:30 AM), FOMC Member Williams Speaks (9:00 AM), Existing Home Sales (10:00 AM), FOMC Member Bowman Speaks (10:00 AM), 7-Year Note Auction (1:00 PM), Fed Vice Chair for Supervision Barr Speaks (1:00 PM), FOMC Member Daly Speaks (3:30 PM) 📊
Pre-Market Earnings: BlackBerry ($BB), Accenture ($ACN), and CarMax ($KMX). 🛏️
After-Market Earnings: Costco Wholesale ($COST) and LightPath Technologies ($LPTH). 🌕️ 

Links That Don’t Suck 🌐

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