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Good morning.
There are several key events taking place that stand to reshape the investing landscape over the coming months. You need to be aware of them now if you want to make heads or tails of opportunity (and error):
FOMC meeting tomorrow. Fed will probably cut rates—but what about the next year of Fed policy?
Robinhood might make it possible for public markets to get exposure to major private companies.
Trump wants to eliminate quarterly earnings reports and replace them with 6-month reports.
If you can think critically about these events and respond as things unfold, you’ll be in an optimal position to capitalize on any opportunities that present themselves.
Let’s begin.
In partnership with Pacaso
Keep This Stock Ticker on Your Watchlist
They’re a private company, but Pacaso just reserved the Nasdaq ticker “$PCSO.”
No surprise the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. What is unique is Pacaso is giving the same opportunity to everyday investors. And 10,000+ people have already joined them.
Created a former Zillow exec who sold his first venture for $120M, Pacaso brings co-ownership to the $1.3T vacation home industry.
They’ve generated $1B+ worth of luxury home transactions across 2,000+ owners. That’s good for more than $110M in gross profit since inception, including 41% YoY growth last year alone.
And you can join them today for just $2.90/share. But don’t wait too long. Invest in Pacaso before the opportunity ends September 18.
Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.
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📰 Market Headlines
US stocks climbed on Monday as investors anticipated the Federal Reserve's policy meeting.
The S&P 500 rose 0.5%, the Nasdaq climbed 0.9%, and the Dow added 0.1%.
Cadence Design Systems (CDNS) is approaching a buy signal, according to Investor’s Business Daily. The AI company (and Nvidia partner) has posted three consecutive strong earnings reports, it has built a supercomputer with Nvidia’s chips, and it plans to acquire Hexagon’s business. Money management funds have been on a CDNS buying spree, too, and the stock is drawing close to a buy point at $376.44 based on IBD writer Scott Lehtonen’s analysis.
Elon Musk just bought TSLA stock for the first time since 2020. The order was for $1 billion in shares. The buy comes after Musk was guaranteed a $1 trillion pay package from Tesla, which the Pope was not happy about. Another way to look at the story is that, Musk spent 1/1000th of his pay package on $1 billion in Tesla stock (which then rose 7% in premarket trading). Wild.
Robinhood filed with the SEC to launch “Ventures Fund I”, a publicly traded vehicle giving retail investors access to pre-IPO startups in AI, fintech, and aerospace. This could include top-tier private companies like OpenAI, SpaceX, Anthropic, xAI, and many more.
Twitter user Omar said that Robinhood is “spinning up its own Sequoia AND taking it public via an IPO.” He thinks that 10 years from now, Robinhood will be “one of the world's most consequential [venture capitalists].”
Coinbase announced that it may launch its own token. Interestingly, some commentators are speculating that a percentage of the token could be airdropped to Coinbase shareholders. In crypto, an airdrop is when tokens are given for free to users in order to promote a project.
Martin Shkreli perfectly predicted that aTyr Pharma Inc would drop 80%. He made the prediction at the end of July, and although his timeframe was slightly off, the stock did indeed drop by 80% yesterday, much to the amazement of Twitter users.
The big FOMC decision about rate cuts comes tomorrow. Futures markets place that the odds of a 25 bps rate cut at 90%.
Here are JP Morgan’s forecasts for what markets will do if the Fed pauses, makes a 25 bps cut, makes 50 bps cut, or enacts a rate hike (1% chance, this would be crazy).
Looking ahead, Goldman Sachs expects a series of rate cuts over the coming months into 2026 that will bring rates all the way down to 3.00 to 3.25% (currently at 4.25% to 4.5%).
President Trump reignited the debate over quarterly earnings, calling for companies to report every six months instead and arguing that it would cut costs and let managers focus on operations.
This is not Trump’s first time calling for bi-yearly earnings reports: he made almost exactly the same post in 2018, possibly indicating that he’s wanted this change for a long time.
Analysts at TD Cowen put 60% odds on the SEC moving forward, but critics warn that less frequent reporting could mean weaker transparency and more volatility.
Oracle stock jumped 3.41% on breaking TikTok deal news after spiking as much as 5% premarket. The company already stores US TikTok data under Project Texas and is tied into President Trump’s $500 billion Stargate AI initiative with OpenAI and SoftBank.
Oracle shares are up 81% this year, boosted by a $300 billion cloud deal with OpenAI.
😱 Fear and Greed Index
We’re well into the greed zone now, after a little while stuck in neutral. If we had to bet, we’d guess that the FOMC rate decision tomorrow will push us further into greed.
In partnership with AltIndex
What Reddit Knows About These Stocks That You Don't
These stocks are getting serious traction on Reddit right now—mentions of them have changed drastically on Reddit in the past 24 hours.
According to AltIndex, opinions on the stocks vary wildly, but there are clear trendlines of bullish or bearish sentiment to follow on each of them.
Some of the stocks are already seeing some major action on markets today.
Click to see their tickers on AltIndex:
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🪙 Crypto
Ethereum ETFs snapped an eight-day outflow streak, adding $646 million, while Solana funds saw a record $198 million in a single week.
Bitwise filed for an Avalanche ETF, joining Grayscale and VanEck in the race to launch a spot AVAX product.
🤖 AI/Future/Tech News
OpenAI unveiled GPT-5-Codex, a dynamic upgrade to its AI coding agent that can spend up to seven hours on complex tasks.
Anthropic’s latest Economic Index flagged uneven adoption, with 40% of US workers now using AI, but usage is heavily concentrated in wealthy regions.
🤫 Insider Trading
Stock | Who bought/sold? | Trade details | Total amount |
|---|---|---|---|
Tesla $TSLA | CEO | Bought 34,530 shares @ $373 | $12,873,509 |
CG Oncology, Inc. $CGON | Director | Bought 1,515,151 shares @ $33 | $49,999,983 |
🚚 Market Movers
Deutsche Bank raised Micron’s price target to $175 from $155 ahead of its September 23 earnings.
Fiverr cut 250 jobs, about 25% of its workforce, as CEO Micha Kaufman declared a shift to an AI-first strategy.
More than 200 Google AI contractors were laid off by outsourcing partner GlobalLogic in August.
🎙 What Do You Think?
What's your top pick private company for Robinhood's Venture Fund I?
🧠 The Missing (Market) Links
A study warns that the market could face a $1.5 trillion downside if Trump fires Fed Chair Powell.
The median emergency fund in the US dropped to just $500, down from $600 last year. One in three Americans reported having no savings at all.
Career experts warn that AI-written resumes are backfiring. Recruiters say they can spot the “word salad” instantly, and some applicants have even sent in prompts by mistake.
📜 Quote of the Day
The two greatest enemies of the equity fund investor are expenses and emotions.”
📢 We want to hear from you
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⭐️ What did you think of today's edition?
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Cheers,
Brandon & Blake of Invested Inc
The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable.