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Business News News 16 August 2025 - 24 September 2025

MP Materials Stock Skyrockets on Pentagon Deal and Apple Alliance – Rare Earth Boom or Hype?

MP Materials Stock Skyrockets on Pentagon Deal and Apple Alliance – Rare Earth Boom or Hype?

Sources: Official press releases and filings; MP Materials Q2 2025 earnings highlights mining.com reuters.com; Reuters news on record-high stock and DoD/Apple deals reuters.com reuters.com; Mining.com and C&EN coverage of U.S. strategic investments mining.com bosd1.sbcounty.gov; Motley Fool & Zacks investment research analysis nasdaq.com nasdaq.com; MarketBeat/Benzinga analyst rating summaries benzinga.com marketbeat.com; Jefferies conference commentary (Investing.com) investing.com investing.com; and recent geopolitical reports (EU Parliament, Reuters) on China’s rare earth export policy europarl.europa.eu. All information is up-to-date as of September 24, 2025.
Birkenstock’s Big Footprint in 2025: Iconic Sandal Maker Defies Tariffs and Eyes Growth Surge

Birkenstock’s Big Footprint in 2025: Iconic Sandal Maker Defies Tariffs and Eyes Growth Surge

Birkenstock (BGM) Stock and Company Analysis as of September 24, 2025 Sources: Key information and data points were gathered from Birkenstock’s official financial releases and news reports. This includes Reuters for IPO and tariff responses reuters.com reuters.com, stock exchange filings and press summaries for earnings and guidance worldfootwear.com reuters.com, analyst reports via MarketBeat and others for ratings/targets marketbeat.com marketbeat.com, and commentary from business media (Yahoo Finance, Motley Fool, etc.) for investor sentiment and expert insights stocktwits.com ainvest.com. These sources provide a comprehensive, up-to-date picture of Birkenstock Holding plc’s performance and outlook as of September 24, 2025.
Applied Digital (APLD) Skyrockets on AI Deals – Is the Rally Sustainable?

Forward Industries (FORD) Shocks Wall Street with 2025 Crypto Pivot – 500% Stock Surge & $4B Solana Bet Revealed

Quick Takeaways: Forward Industries’ Wild 2025 Ride Company Background: From Carrying Cases to Crypto Bets Forward Industries, Inc. is a 60+ year-old company that until recently was known for designing and manufacturing specialty carrying cases and device accessories for medical and tech equipment. Founded in 1961 and based in Hauppauge, New York, Forward built a niche business supplying carrying solutions for items like diabetic glucose monitors, barcode scanners, tablets, and other portable devices coingecko.com marketbeat.com. It traditionally operated through two segments – an OEM segment (supplying custom cases to equipment manufacturers) and a design segment (product development services) marketbeat.com. For
Tech Shockwaves: iPhone 17 Frenzy, Xbox Price Hike, Google Breakup Call & More (Sept 19–20, 2025)

Tech Shockwaves: iPhone 17 Frenzy, Xbox Price Hike, Google Breakup Call & More (Sept 19–20, 2025)

Apple’s iPhone 17 Frenzy and Record India Sales Apple’s latest iPhone 17 series officially hit stores worldwide on September 19, drawing long queues from New York to Mumbai apple.com. In India, crowds lined up outside Apple’s new flagship stores as the base iPhone 17, new “iPhone Air,” and high-end 17 Pro/Max models sold out instantly livemint.com. Pre-orders in India were about 10% higher than last year’s, and analysts say Apple is poised to surpass 5 million iPhones sold in Q3 2025, marking the 15th straight record quarter for iPhone sales in the country livemint.com livemint.com. “Apple, with its aspirational brand, is successfully riding
Trump’s Shocking $100,000 H‑1B Visa Fee Plan Sparks Tech Industry Uproar and Talent Exodus Fears

Trump’s Shocking $100,000 H‑1B Visa Fee Plan Sparks Tech Industry Uproar and Talent Exodus Fears

Trump’s $100K H‑1B Visa Fee: What Is Being Proposed? In September 2025, President Trump signed a proclamation overhauling the H‑1B visa program by imposing an unprecedented $100,000 fee for each H‑1B visa bloomberg.com whitehouse.gov. Under the new directive, any employer petitioning for an H‑1B work visa must pay $100,000 per year of the visa’s duration – effectively up to $300,000 for a typical 3-year H-1B term reuters.com. This enormous fee would be on top of existing application costs, which until now were only a few thousand dollars in total reuters.com. According to the proclamation, H-1B petitions will be denied if
20 September 2025
Uber’s Drone Delivery Takeoff: Inside the High-Flying Deal with Flytrex That Could Drop Uber Eats at Your Door

Uber’s Drone Delivery Takeoff: Inside the High-Flying Deal with Flytrex That Could Drop Uber Eats at Your Door

Uber & Flytrex Team Up to Launch Drone Deliveries Uber’s latest delivery is headed skyward. In a press release titled “Uber Partners with Flytrex to Launch Drone Delivery”, the San Francisco tech giant announced a strategic alliance with Flytrex – an Israeli-founded drone delivery startup – to begin testing food deliveries by drone through Uber Eats techcrunch.com. This move marks Uber’s first investment in drone technology and a major step into autonomous aerial logistics investor.uber.com restaurantdive.com. According to Uber, pilot programs will roll out in “Uber Eats’ pilot markets in the U.S. by the end of the year” 2025 investor.uber.com,
AI Stocks Frenzy: $17 Billion Deals, Surging Shares, and Shock Announcements in 48 Hours (Sept 8–9, 2025)

AI Stocks Frenzy: $17 Billion Deals, Surging Shares, and Shock Announcements in 48 Hours (Sept 8–9, 2025)

Key Facts In-Depth Report Massive Deals and Surging AI Stocks The week kicked off with a blockbuster deal underscoring the insatiable appetite for AI computing power. Nebius Group, an Amsterdam-based cloud provider born from Russia’s Yandex, announced it will provide Microsoft with dedicated GPU infrastructure in a 5-year deal worth $17.4 billion (potentially expanding to $19.4 B) reuters.com reuters.com. The contract – one of the largest AI cloud tie-ups to date – sent Nebius’s U.S.-listed shares rocketing nearly 47% in post-market trading reuters.com. Microsoft will get access to massive compute capacity from Nebius’s new data center in New Jersey to fuel services
Fed Jitters, Mega-Deals & Oil Rebound: Global Business Shockwaves (Aug 21–22, 2025)

Fed Jitters, Mega-Deals & Oil Rebound: Global Business Shockwaves (Aug 21–22, 2025)

Investors braced for Powell’s Jackson Hole speech as the S&P 500 fell 0.4% and the Dow and Nasdaq were down about 0.34%. Cleveland Fed President Beth Hammack said there is ‘no case for reducing interest rates’ now, while Atlanta Fed President Raphael Bostic still penciled in a 2025 rate cut. Futures indicated a 70–75% probability of a 25-basis-point rate cut in September. Meta Platforms and Google announced a six-year cloud deal worth over $10 billion to expand Meta’s AI workloads on Google Cloud. OpenAI announced plans to open its first India office in New Delhi to tap into India’s developer
AI Stock Frenzy Cools as SoftBank’s $2B Intel Bet Meets Palantir Plunge and Nvidia Slide

AI Stock Frenzy Cools as SoftBank’s $2B Intel Bet Meets Palantir Plunge and Nvidia Slide

SoftBank announced a $2 billion equity investment in Intel at $23 per share for a stake just under 2%. Intel’s stock rose about 7% on the news, seen as a morale lifeline for its turnaround. Nvidia’s shares fell 3.5% on Tuesday, the biggest one-day drop in four months, ahead of its Aug. 27 quarterly results. Palantir plunged over 9% on Aug. 19, its fifth straight daily decline, with the weekly drop exceeding 15% after reporting first-half 2025 revenue above $2 billion and GAAP profitability. OpenAI private-market talks reportedly value the company at $500 billion, with employees potentially selling up to
Markets Shaken, AI Valuations Soar, Oil Slumps: What You Missed in Business This Weekend

Markets Shaken, AI Valuations Soar, Oil Slumps: What You Missed in Business This Weekend

In a massive secondary sale, OpenAI may offload about $6 billion of stock to SoftBank and Thrive Capital, valuing the company at about $500 billion, with roughly 700 million weekly ChatGPT users and a $12 billion revenue run-rate in the first seven months of 2025. Oil prices slid as Brent crude traded around mid-$65 per barrel and WTI around $62.8, after trading above $80 earlier, with Goldman Sachs warning of a potential deep bear market if peace talks progress. The Magnificent 7 techs grew earnings per share by 26% year over year in Q2, helping Nasdaq futures hover near all-time
18 August 2025
Global Business Weekend: Record Highs, AI Shake-ups, Oil Bears & Major Deals

Global Business Weekend: Record Highs, AI Shake-ups, Oil Bears & Major Deals

The Dow Jones Industrial Average hit an all-time intraday high, surpassing its December peak of 45,073 to join Nasdaq and the S&P 500 in 2025 highs. Warren Buffett’s Berkshire Hathaway disclosed a stake in UnitedHealth Group, sending UnitedHealth shares up about 9.5%. Nvidia’s market capitalization climbed to $4 trillion amid AI-driven rally. The Nasdaq Composite posted its 18th record close of 2025 and was up about 11% year-to-date. Apple said it will invest an additional $100 billion in U.S. projects, bringing its total commitment to $600 billion. Futures priced roughly an 89% chance of a September rate cut, despite warnings
Billion-Dollar Deals, AI Shakeups & Record Highs – Global Business News Roundup (Aug 15–16, 2025)

Billion-Dollar Deals, AI Shakeups & Record Highs – Global Business News Roundup (Aug 15–16, 2025)

Dow Jones Industrial Average hit an intraday record and closed up 0.08% on Friday, while the S&P 500 fell 0.3% and the Nasdaq dropped 0.4%. The U.S. 10-year Treasury yield rose to about 4.32% as traders priced in Fed rate cuts later this year. San Francisco Fed President Mary Daly said two rate cuts sometime this year could be appropriate given cooling labor markets and above-target inflation. Gold rose to around $3,340 per ounce, near record highs. Bitcoin briefly traded at a record $124,500 on Thursday before retreating to about $117,000 on Friday. OpenAI unveiled GPT-5 and Anthropic released Claude

Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:09 AM EST CleanSpark (CLSK) Shares Show Volatility Amid Bitcoin Mining Growth Prospects February 7, 2026, 12:02 AM EST. CleanSpark (CLSK), a bitcoin mining firm, saw a sharp 21.96% rise in one day after a 35.26% decline over 90 days. The company posted $785 million in annual revenue but a net loss of $267 million. Despite recent share price volatility, analysts estimate a fair value of $23.16 per share, more than double the current $10.08 price, reflecting expectations of expansion in mining capacity and improved margins. The valuation
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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