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Treasuries Slip on Fed Jitters
Treasuries fall as traders weigh Fed ‘Tug of War’ on rate views.
Ankit Sinha
September 25, 2025
Silver banana goes to…
Your Daily Dose of Market & Career Clarity
📬 Delivered to 150,000+ ambitious readers
🎯 In this issue:
Banana Bits: Finance headlines that actually matter
Market Summary: Stocks fall as Intel, Alibaba rally
What’s Ripe / Rotten: The tastiest and most disgusting stocks
Technical Trip: Interview Q&A from Morgan Stanley
Deal Dispatch: M&A, IPOs, and other transactions
The Daily Poll: See how you stack up
Student Success: Soccer to BCG
Market Snapshot
📉 Banana Bits
Trump to sign executive order for TikTok on Thursday.
Another win: Intel is seeking another investment from Apple.
Asian stocks set to fall as Global Rally stalls: markets wrap.
Sky-high S&P 500 signals ‘New Normal,’ not bubble, BofA says.
Alibaba and Nvidia show the market is instantly rewarding AI spending.
Treasuries fall as traders weigh Fed ‘Tug of War’ on rate views.
Waymo launches enterprise service for employee and event rides.
Tether turns Stablecoin dominance into $500 billion valuation play.
U.S. new-home sales unexpectedly jump over 20% in broad advance.
Market Recap
A Shedding Day
The stock market had a run for the past couple of weeks, but as they say, good things come to an end.
The three major U.S. indexes fell for the second session in a row, with big tech names such as Nvidia, Oracle, and Micron losing steam. The ending streak happened on Tuesday amid AI trade worries.
On the other hand, we have some names that are soaring on Wednesday's trading.
Intel soared 1.5% after hours. This came after the chipmaker sought investment from Apple, and the investment came from Nvidia last week. Alibaba also had a strong Wednesday, announcing a partnership with Nvidia and plans to release additional AI-related products.
What's Ripe
Uniqure NV (QURE) 247.7%
QURE soared more than 250% after the company announced that its experimental gene therapy for Huntington’s slowed the progression of the neurodegenerative disease in a key clinical trial.
Lithium Americas (LAC) 95.7%
LAC popped +96% after Reuters reported that the Trump administration was looking to acquire a stake of up to 10% in the company.
What's Rotten
Micron Technology Inc (MU) 2.8%
MU shares fell more than 2% after the company posted a better quarter and upbeat current-quarter guidance.
Shares of MU have nearly doubled this year.
Douglas Elliman (DOUG) 2.1%
The luxury real estate brokerage’s shares fell 5% after Reuters reported a Wall Street watchdog is investigating alleged insider-trading activity.
The probe is still in its early stages, the report said.
🧠 Technical Trip
Interview Q&A from Morgan Stanley
👉 Want 1-on-1 recruiting help from Morgan Stanley bankers & 2,000+ top mentors? Apply to WSO Academy
🦈 Deal Dispatch
M&A, IPOs, And Other Notable Transactions
Carlyle-Backed Orion breweries to debut on Tokyo bourse.
Citi sells Banamex stake to Mexican magnate for $2.3 billion.
Banks launch $5.5 billion loan to fund Dayforce’s pending buyout.
Elizabeth Warren presses Bessent on Fannie, Freddie IPO efforts.
Medline weighs $5 billion U.S. IPO filing as soon as October.
Banks launch $5.5 billion loan to fund Dayforce’s pending buyout.
Tether turns Stablecoin dominance into $500 billion valuation play.
Walmart’s India payments app, PhonePe, files for a $1.5 billion IPO.
📊The Daily Poll
AI partnerships (like Alibaba + Nvidia) = |
Previous Poll:
Strongest growth market for China?
India: 43.2% // Africa: 25.9% // Southeast Asia: 12.3% // All of them: 18.6%
Banana Brain Teaser
Previous
The ratio of the length to the width of a rectangular advertising display is approximately 3.3 to 2. If the width of the display is 8 meters, what is the approximate length of the display, in meters?
Answer: 13
Today
Mary’s income is 60% more than Tim’s income, and Tim’s income is 40% less than Juan’s income. What % of Juan’s income is Mary’s income?
In this business if you’re good, you’re right six times out of ten. You’re never going to be right nine times out of ten.
How Would You Rate Today's Peel?
Happy Investing,
Chris, Vyom, Ankit, Mitchell, Colin, & Patrick