"All things are poison, and nothing is without poison; only the dose permits something not to be poisonous." ✍️ - Paracelsus |
✅ U.S. stocks pulled back from records on Tuesday as trades in Nvidia fizzled. ✅ Trump administration’s Tylenol warning sparks backlash from medical community. ✅ CVS Health’s Omnicare files for Chapter 11 following $949 million judgment. ✅ Nvidia hits record high on $100 billion OpenAI deal and massive AI compute plan. ✅ Oracle takes lead in TikTok U.S. venture amid CEO transition. ✅ Gold hits record above $3,800 as analysts predict further upside. |
↘ Dow 46,292.78 -0.19%
↘ Nasdaq 22,573.47 -0.95%
↘ S&P 6,656.92 - 0.55% |
Trump Administration’s Tylenol Warning Draws Fire from Medical Community |
Image courtesy of Boston Globe |
The Trump administration announced Monday that it will advise doctors to limit Tylenol (acetaminophen) use during pregnancy, citing epidemiological studies that report an association between prenatal exposure and higher rates of autism or ADHD. The White House said the Food and Drug Administration plans to recommend that expectant mothers use acetaminophen only when medically necessary, such as for high fevers. Medical experts immediately criticized the announcement, stressing that the studies show correlation, not causation. The American College of Obstetricians and Gynecologists called the move “highly concerning” and warned it could unnecessarily alarm pregnant women. Most major health organizations still consider acetaminophen the safest over-the-counter pain reliever during pregnancy. Tylenol maker Kenvue also defended the drug, noting no proof it causes autism and warning that limiting access could force women to suffer harmful fevers or turn to riskier alternatives. At the same press event, President Trump and Health and Human Services Secretary Robert F. Kennedy Jr. questioned the current childhood vaccine schedule and promoted research into leucovorin, a cancer drug being studied for possible autism benefits—positions that contradict a large body of scientific evidence showing no link between vaccines and autism. The administration’s remarks have added to public confusion over pregnancy safety and autism research. While more than two dozen observational studies have found an association between prenatal acetaminophen exposure and neurodevelopmental diagnoses, experts say the findings do not establish cause and effect and that more rigorous research is needed before policy changes are warranted. |
CVS Health’s Omnicare Files for Chapter 11 Amid $949 Million Judgment |
Image courtesy of Brandon Bell/Getty Images |
Omnicare Inc., the pharmacy-services arm of CVS Health Corp., has filed for Chapter 11 bankruptcy protection following a $949 million civil judgment over claims it improperly dispensed prescription drugs to residents of long-term care facilities. In its Texas-based filing Monday, Omnicare and certain affiliates reported assets of at least $100 million and liabilities between $1 billion and $10 billion. The $949 million judgment is listed as the company’s largest unsecured debt, though Omnicare continues to appeal the ruling. To fund operations during the restructuring, Omnicare secured $110 million in debtor-in-possession financing, which—combined with ongoing cash flow—should provide enough liquidity to maintain day-to-day business while it pursues a court-supervised reorganization. “The Chapter 11 filing gives Omnicare an opportunity to address the judgment and broader financial pressures facing the long-term care pharmacy sector,” the company said, adding that options could include a standalone restructuring or a sale of the business. The move follows reports that Omnicare had enlisted Alvarez & Marsal Inc. to help manage cash flow and operations. Filing for Chapter 11 is expected to halt government collection efforts on the judgment during the restructuring process. The case stems from a whistleblower suit filed in 2015 by a former Omnicare pharmacist in New Mexico, which the federal government joined in 2019. A jury found Omnicare liable, and a federal judge in August rejected attempts by Omnicare and CVS to overturn the verdict. Despite the bankruptcy filing, Omnicare said it remains committed to uninterrupted service for long-term care residents. “Patients and customers can expect ongoing access to pharmacy and clinical services,” the company stated. The case is Omnicare LLC, No. 25-80486, U.S. Bankruptcy Court, Northern District of Texas. |
Nvidia Soars on $100 Billion OpenAI Deal and Massive AI Compute Plan |
Nvidia (NVDA) shares climbed to a record high on Monday after the chipmaker announced a landmark partnership with OpenAI that will see it invest up to $100 billion to supply unprecedented computing power for the ChatGPT maker’s next wave of artificial-intelligence models. Under the agreement, OpenAI will gain access to at least 10 gigawatts of compute capacity from Nvidia’s newest AI systems, beginning in 2026 on the company’s forthcoming Vera Rubin platform. Analysts estimate that level of capacity could equate to roughly 4–5 million Nvidia GPUs—five times the size of Meta’s planned Louisiana AI data center—making it one of the most ambitious infrastructure projects in tech. The partnership deepens a relationship that stretches back to OpenAI’s early days and cements Nvidia’s GPUs as the backbone of the global AI build-out. “NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” CEO Jensen Huang said. Monday’s announcement also highlights Nvidia’s accelerating push into AI investments. In recent weeks, the company has taken a $5 billion stake in Intel, unveiled plans to deploy tens of thousands of AI chips in the U.K., and signed a $6.3 billion agreement with CoreWeave to secure unused compute capacity. While some analysts warn that OpenAI’s commitments—from a $300 billion Oracle deal to a $25 billion CoreWeave pact—are stretching its finances, they also note Nvidia stands to capture much of its own investment back through chip sales. Despite those cautions, the market responded positively, pushing Nvidia shares to $182.94 by mid-afternoon—within striking distance of their record high—and reinforcing its status as the world’s most valuable company with a market cap above $4 trillion. If executed successfully, the OpenAI partnership could solidify Nvidia’s central role in the AI revolution and ensure it reaps the rewards of its massive bet on next-generation computing power. |
Oracle Hits Spotlight with TikTok Deal and CEO Shake-Up |
Image courtesy of Agence France-Presse/Getty Images |
Oracle (ORCL) stock jumped on Monday, though reversed course on Tuesday, after two major announcements: the White House formally named the software giant a lead investor in a new U.S.-controlled venture for TikTok’s American operations, and the company unveiled a sweeping leadership transition. Under the agreement, Oracle and Silver Lake will spearhead a joint venture that takes majority ownership and governance of TikTok’s U.S. business, while ByteDance keeps a minority stake of less than 20%. Oracle will act as security provider for U.S. user data and oversee retraining of TikTok’s recommendation algorithm, which U.S. officials can inspect. President Trump is expected to sign an executive order later this week declaring the deal satisfies national-security requirements. Analysts called Oracle’s expanded role a clear positive, as TikTok has long been a major customer of Oracle Cloud Infrastructure. Morningstar estimates the work already accounts for about 5% of OCI revenue. In a separate announcement, Oracle said longtime CEO Safra Catz will step down and become executive vice chair of the board. The company named Clay Magouyrk, head of Oracle Cloud Infrastructure, and Mike Sicilia, head of Oracle Industries, as co-chief executives. Catz said the timing was deliberate, calling it “absolutely time” to make a transition when things are strong. |
Gold Hits Record Above $3,800 as Analysts Predict More Upside |
Image courtesy of bodnarchuk / Getty Images |
Gold surged to new intraday highs on Tuesday, topping $3,800 per troy ounce, as Wall Street analysts signaled the precious metal may have further room to run. Gold futures climbed 0.8% to around $3,805, while spot bullion traded near $3,780. The rally comes amid a softer U.S. dollar and expectations for additional Federal Reserve easing, following last week’s 25-basis-point rate cut. Analysts are bullish on gold’s trajectory. Goldman Sachs reiterated its forecast of $4,000 by mid-2026, while UBS projects $3,900 over the same period. “We think gold prices have further room to rally, as U.S. real interest rates should fall further amid additional Fed easing and still elevated inflation,” said Ulrike Hoffmann-Burchardi, chief investment officer at UBS Global Wealth Management. She emphasized gold’s role as both a portfolio diversifier and a hedge against political and economic risks. Investor demand has surged alongside price gains. Inflows into physically backed gold ETFs reached a three-year high, and central banks have continued to increase their holdings. The rally has also coincided with reports that the People’s Bank of China is considering using the Shanghai Gold Exchange to encourage other countries to purchase bullion and store it domestically, potentially increasing Beijing’s influence in the global gold market. The precious metal has gained more than 40% year to date, with the past three trading sessions setting new highs. Some analysts point to a short squeeze as an additional driver, as investors betting against gold are forced to cover positions, amplifying upward momentum. “Each fresh push higher has squeezed out short positions, forcing more covering and amplifying the momentum,” said David Morrison, senior market analyst at FCA. “While the pace of the advance may appear stretched, sentiment continues to favor the bulls, with gold maintaining its role as a preferred safe-haven asset.” |
📉 ON THE MOVE AND NOTABLES 📈 |
✔️ The OECD raised its 2025 global GDP forecast to 3.2% from 2.9%, citing fiscal stimulus in China, front-loaded industrial production ahead of tariff hikes, and robust U.S. AI investment. U.S. growth expectations were also revised higher to 1.8% from 1.6%. ✔️ With federal funding set to expire on Sept. 30 and no agreement on an extension, the likelihood of an Oct. 1 government shutdown is rising. A House-passed stopgap measure failed in the Senate, and President Trump is scheduled to meet Democratic leaders Thursday to attempt a resolution. ✔️ Oil prices rose around two percent after the OECD on Tuesday raised its forecast for world economic growth this year. ✔️ U.S. manufacturing and services growth slowed in September, according to S&P Global’s Flash PMIs. The Manufacturing PMI came in at 52, below expectations of 52.2 and last month’s 53, while the Services PMI was 53.9, missing the 54 forecast and last month’s 54.5. Readings above 50 still indicate expansion. ✔️ Gold hit a new intraday high above $3,800 Tuesday, with futures up 0.8% and spot bullion near $3,780. Analysts remain bullish, with Goldman Sachs forecasting $4,000 and UBS $3,900 by mid-2026, citing lower U.S. real rates and persistent inflation. ✔️ Fed Chair Jerome Powell said in a Rhode Island speech that the central bank will proceed cautiously with rate cuts, emphasizing the difficulty of balancing its dual mandate. “Near-term risks to inflation are tilted to the upside and risks to employment to the downside — a challenging situation. Two-sided risks mean that there is no risk-free path,” he noted. ✔️ Apple (AAPL) moved toward all-time highs after Wedbush raised its price target to $310, citing strong early demand for the iPhone 17. The rally pushed Apple into positive territory for the year, after months of underperformance amid AI-related concerns. ✔️ Bitcoin (/BTC) and other cryptocurrencies ticked higher on Tuesday. Historically, this period is seasonally weak, though October often shows stronger performance. ✔️ Boeing (BA) climbed on reports the U.S. and China are close to a trade deal that could include up to 500 aircraft. ✔️ Tesla (TSLA) has received an upgrade from Baird and a price-target increase from Piper Sandler. Shares climbed to a new 2025 closing high on Monday, shrugging off a challenging start to the year as investors focus on the company’s self-driving ambitions. ✔️ Better Home & Finance (BETR) shares surged after activist investor Eric Jackson called the company “the Shopify of mortgages.” ✔️ Plug Power (PLUG) climbed on Tuesday, extending a five-day rally. ✔️ Kenvue (KVUE) rebounded Tuesday morning after President Trump linked its pain-relieving drug Tylenol to autism, though no new scientific evidence was presented to support the claim. ✔️ AI chipmaking machinery producer ASML (ASML) saw shares jump after Morgan Stanley analyst Lee Simpson upgraded its stock to Overweight from Equal-weight, lifting his price target to 950 euros ($1,120) from 600 euros ($707). ✔️ Shares of Constellation Energy (CEG) and fellow nuclear energy company Vistra (VST) surged following a positive analyst note. Scotiabank’s Andrew Weisel assigned both stocks a Sector Outperform rating. He set a $401 price target for Constellation, which has already climbed more than 50% year to date, and projected Vistra could reach $256 over the next year. ✔️ Metsera stock (MTSR) surged on news that Pfizer (PFE) would acquire the weight-loss drug developer in a $7.3 billion deal. |
💲What Else to Watch This Week 💲 |
In focus remains Friday's report on US personal consumption expenditures, the Federal Reserve's preferred measure of inflation. Markets expect two further interest rate cuts by the Fed by the end of the year as officials aim to shore up the stuttering labor market despite elevated inflation. 🟢September 24: August new home sales and expected earnings from KB Home (KBH) and Worthington Steel (WS). 🟢September 25: August durable orders, second quarter GDP—third estimate, and expected earnings from Accenture (ACN), CarMax (KMX), and Costco (COST). 🟢September 26: August PCE prices, personal spending, personal income, University of Michigan final September consumer sentiment. 🟢September 29: Expected earnings from Carnival (CCL). 🟢September 30: September Consumer Confidence, August JOLTS job openings, and expected earnings from Lamb Weston Holdings (LW) and Nike (NKE).
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