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Rally Takes A Breather
Today’s rip: Micron earnings beat, Uncle Sam is buying Lithium companies, Fed speak, UN speak, and more. 📰
Kevin Travers
September 23, 2025 • Reading Time: 15 minutes
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CLOSING BELL
Rally Takes A Breather
The market fell Tuesday as equities took a breather. Trading started higher but trended lower following speeches from Fed’s Powell covering monetary policy, and from President Trump addressing the UN General Assembly.
Powell said that the Fed will be cautious because stock prices are high but still called rates ‘modestly restrictive.’ Trump did his best to encourage the world to take a hard line on Russian aggression. Of course, Trump did not specifically state any new sanctions, but said Europe had to help, or what’s the point? He also said the gathered leaders were doing nothing while their countries were “going to hell.” 😵
The TikTok deal is moving along, with reports that American butts would fill the majority of the new board seats, and that Oracle would license and edit the Chinese TikTok algorithm. In light of the Paramount Skydance deal and Murdoch succession, there is speculation that the TikTok deal brings modern scrolling media into the old world media buyout space and might emerge as a new avenue for old-school distribution. 👀
Today’s rip: Micron earnings beat, Uncle Sam is buying Lithium companies, Fed speak, UN speak, and more. 📰
6 of 11 sectors closed green, with energy $XLE ( ▲ 1.72% ) leading and discretionary $XLY ( ▼ 0.94% ) lagging.
EARNINGS STOCKS
Micron Climbs As One More Datacenter Stock Posts Record Report 🥇
Micron climbed after the market closed, $MU ( ▲ 1.09% ) after the semiconductor company posted a revenue outlook above street estimates. MU expects Q1 2026 adjusted revenue in the $12.5B range after closing out its final quarter of its fiscal 2025, breaking records, according to CEO Sanjay Mehrotra.
“In fiscal 2025, we achieved all-time highs across our data center business and are entering fiscal 2026 with strong momentum and our most competitive portfolio to date. As the only U.S.-based memory manufacturer, Micron is uniquely positioned to capitalize on the AI opportunity ahead.”
The firm’s margins grew to 44.7%, led by the strength of the Cloud Memory Business unit.
STOCKS
Trending And Climbing
BigBear.ai was up 12% $BBAI ( ▲ 12.85% ) Tuesday after the AI tech company said it won a slot as a tech provider for a Navy partnership. Stocktwits retail traders were calling the stock the next $PLTR ( ▲ 1.8% ), trading at just $8 a share and operating at a loss.
BBAI watchers were ‘extremely bullish’ on Stocktwits
Better Home & Finance Holding $BETR ( ▲ 35.55% ) continued to climb Tuesday after Eric Jackson's stock pick post on Twitter Monday sent the price flying, and retail traders into a frenzy.
Lithium Americas $LAC ( ▼ 6.97% ) was absolutely flying upwards of 84% after a Reuters report Tuesday night that Uncle Sam was aiming to buy up a 10% in the Canadian mining company, like the stake it sought in Intel $INTC ( ▲ 2.02% ).
LAC is currently building a Nevada lithium mine called Thacker Pass, with help from General Motors $GM ( ▼ 0.51% ) and a $2.26B loan from the Energy Department. The build is not going well, Reuters reported, but instead of shutting down, the U.S. is asking for a stake.
Uncle Sam needs the mine to work. Right now, the U.S. produces less than 5,000 metric tons of Lithium annually, all stemming from an Albermarle $ABL ( ▼ 0.65% ) facility in Nevada. When complete, Thacker Pass mine is supposed to produce 40,000 metric tons a year. But, a White House official told Reuters that if LAC needs more money to keep the project going, the money won’t come free.
Stocktwits retail was ‘extremely bullish’ on LAC
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MACRO NEWS
Fed Speak After Fed Cut Shows Divided Votes
The FOMC restarted a rate cut cycle last week after no movement in Monetary Policy so far this year. In the aftermath, investors and economists are scrutinizing FOMC members’ public appearances for any indication of when the next rate cut will occur.
And you know what? Federal Reserve officials are sounding increasingly cautious and divided as labor market conditions deteriorate and inflation remains stubbornly elevated.
Governor Michelle Bowman warned on Tuesday that the U.S. may already be “behind the curve.” Demand in goods is weakening, which, Bowman said, raises the risk of layoffs if conditions don’t improve. While she expressed optimism following last week’s 25 bps rate cut, Bowman emphasized that further, faster cuts may be necessary if businesses begin shedding workers.
Chair Jerome Powell echoed the concern, but spoke of caution, calling the Fed’s balancing act “a challenging situation” with inflation risks tilted upward and employment risks downward. Powell said rates were still restrictive, giving some hope for more cuts soon, but he defended the recent rate cut as a “risk management” move, not a no-brainer.
Meanwhile, Chicago Fed President Austan Goolsbee added that rates could eventually fall to 3% if inflation cools, but warned against premature easing given persistent stagflationary pressures. Goolsbee seemed comfortable with higher rates as long as inflation was at 2%.
CONFLICT NEWS
Haliburton, Oil Climb After Trump And Nato Talk War With Russia 🪖
Halliburton $HAL ( ▲ 7.34% ) climbed after the Trump UN visit, and NATO threats for more decisive actions against Russia after a breach of unknown drones into Dutch Airspace that caused flight delays. Trump told NATO powers to shoot down Russian planes after NATO forces shot down unmanned drones over Poland last week. Tensions are rising in Eastern Europe, as Russia seems to have become very lax with where it sends its drones, with incursions in Estonia and Romania marking a surprising change from past years of airspace respect.
Alexander Stubb, president of Finland, a Russian neighbor that has lost land to the warmonger in the past, said these airspace incursions are ‘tests’ from Russia, and reminded a Bloomberg reporter that Russia is testing NATO in more than one way. Russia is testing with undersea cable sabotage, with cybersecurity attacks, and now with drones and fighter jets.
The president called out European importers of Russian oil and threatened tariffs on China and India for financing the war effort by participating in trade. After the speech, Trump also said there was a future where Ukraine could take back all of its land, a major change of direction from past Ukrainian peace talks. Trump has been literally rolling out the red carpet for Russia’s Putin, and has indicated Ukraine would have to make land concessions to stop the fighting. Today, he might have finally changed his tune. 🌮
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POPS & DROPS
Top Stocktwits News Stories 🗞️
Elon Musk defended $1T pay package based on robot safety.
Exxon rose 2% intraday after Rosneft write-down deal.
Microsoft unveils chip cooling breakthrough.
Eli Lilly announced $6.5B Texas plant for small-molecule drugs.
Morgan Stanley hit a record high after E*Trade crypto rollout.
TSMC rose 3.2% after Nvidia-OpenAI chip supply deal.
Fold Holdings fell 15.9% Tuesday despite Stripe-Visa Bitcoin card launch.
Kenvue rose 4.1% after Citi downplayed Tylenol legal risk.
Dan Ives called Nvidia-OpenAI deal a 1996-style tech moment.
IonQ climbed 4% Tuesday after quantum milestone.
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WHAT’S ON DECK
Tomorrow’s Top Things 📋
Economic data: New Home Sales (10:00 AM), Crude Oil Inventories (10:30 AM), Cushing Crude Oil Inventories (10:30 AM), 5-Year Note Auction (1:00 PM), FOMC Member Daly Speaks (4:10 PM) 📊
Pre-Market Earnings: Uranium Energy ($UEC) and Thor Industries ($THO). 🛏️
After-Market Earnings: Stitch Fix ($SFIX) and KB Home ($KBH).🌕️
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