Market Signal Briefing

As the Bitcoin price retreats below the $110,000 support level, two risky chart patterns have formed while exchange-traded fund (ETF) outflows rise. 

Summary

Bitcoin price has formed a head-and-shoulders pattern.
BTC has also formed a rising wedge pattern on the weekly chart.
Bitcoin ETF inflows have slowed for two consecutive weeks.

Bitcoin price retreats amid ETF weakness
At last check on Saturday, September 27, Bitcoin (BTC) was trading at approximately $109,600. That’s down 12% from its all-time high. It is also hovering at its lowest level since September 2. 

BTC and other cryptocurrencies pulled back this week as demand from American investors eased. Data compiled by SoSoValue shows that ETF inflows have slowed in the past two weeks.

All Bitcoin ETFs experienced outflows of $902 million this week, after adding $886 million a week earlier. They said $2.34 billion the week of September 12. 

One potential reason for the weakness is that some Federal Reserve officials warned about interest rate cuts. Officials like Austan Goolsbee, Beth Hammack, and Raphael Bostic cautioned that the Fed should be cautious when cutting rates. 

These officials noted that inflation has remained above the 2% target for over four years. They also noted that the labor market was still strong, citing the low unemployment rate. 

Also, the economy has been resilient, with a recent report showing that it expanded by 3.8% in the second quarter. The number of Americans filing for jobless claims has dropped significantly in the past few weeks.

Looking ahead, the next important catalyst for Bitcoin and other coins will be the non-farm payrolls data on Friday. These numbers will help to determine whether the Fed will cut interest rates in the October meeting.

BTC price has formed a head-and-shoulders pattern
BTC price chart | Source: crypto.news
The daily timeframe chart shows that the Bitcoin price has pulled back in the past few weeks. A closer look reveals that it has slowly formed a head-and-shoulders pattern, which often signals further downside. 

It has also moved below the 50-day Exponential Moving Average, while the Relative Strength Index has pointed downwards. These patterns suggest further downside potential to the 50% Fibonacci Retracement level at $100,000.

BTC formed a rising wedge and bearish divergence 
Bitcoin chart | Source: crypto.news
The weekly chart indicates that the Bitcoin price has formed a rising wedge chart pattern, characterized by two converging trendlines that are rising. These two lines are nearing their confluence, indicating a potential bearish breakout.

At the same time, oscillators like the Relative Strength Index and the MACD have formed a bearish divergence pattern as they have moved downwards, as it kept rising. These two patterns also indicate further downside in the coming weeks.

According to reports, XRP is trading near $2.78 as markets head toward the year-end, with less than 100 days left until 2026. The token slipped more than 10% in the last week, a pullback that comes after stronger showings earlier this year.

Traders and analysts are watching a mix of on-chain signals and community chatter for clues about whether XRP can push into higher price tiers before the calendar flips.

Community Predicted Targets
Social media has become the loudest forum for price calls. One long-time Bitcoin investor active since 2013, who posts as Pumpius, put a $25 target on XRP before 2026 — a move that would mean over nine-fold gains from current levels.

#XRP to $25 before 2026 https://t.co/7GMFJ9psR9

— Pumpius (@pumpius) September 24, 2025

Other voices have offered different ceilings: Alex Cobb has floated $22 by December, some expect $10, while a few see at least $5 as a nearer-term milestone.

A handful of commenters even suggested figures above $30, tying those hopes to potential ETF flows. Replies on the thread ranged from bullish cheers to reminders to aim for smaller wins first, like cracking $4.

ETF Interest And Market Flows
Based on reports, optimism around potential XRP ETFs is a core driver behind the larger forecasts. Executives such as the CEO of Canary Capital have suggested that ETFs could open the door to billions of dollars of new inflows.

XRPUSD now trading at $2.78. Chart: TradingView
That thesis has brought new life to bull cases and provided momentum to speculation about double-digit prices. Meanwhile, market behavior has been mixed: XRP had its strong periods in January and once more in July, yet momentum was lost thereafter, leaving traders hesitant as they balance ETF optimism with subsequent price weakness.

Trading Behavior And On-Chain Signals
XRP is seen to have a lower dormancy rate than Bitcoin and Ethereum in recent chain data. That indicates the units of XRP change hands more frequently, which generally means active usage — payments, transfers, and liquidity trades.

Reports indicate that Bitcoin’s higher dormancy corresponds with a stronger “store of value” mental attitude, whereas Ethereum’s dormancy corresponds with developer and DeFi activity.

XRP’s active circulation fits Ripple’s long-stated push to make the token a bridge asset for payments, rather than a coin mainly held for long-term gains.

Dormancy Signals And Implications
If transactional use continues to rise, it may help XRP build a case as a utility-driven asset. But higher movement alone does not guarantee price appreciation.

Accumulation patterns also matter: assets that are hoarded tend to build scarcity narratives that can support higher valuations.

Analysts and investors will likely watch whether greater on-chain use is matched by fresh buying pressure, including from institutional products, before updating their long-term views.

Featured image from Unsplash, chart from TradingView

As Bitcoin (BTC) lingers below the $110,000 mark, a trading analyst has warned that the asset may be facing a deeper correction if certain levels are breached.

According to analysis by Ted Pillows, after a recent decline from resistance above $113,000, the cryptocurrency is holding within a critical support zone. 

Bitcoin price analysis chart. Source: Ted Pillows
The outlook suggests that $112,000 remains a key level for bulls, as reclaiming it could trigger a fresh uptrend toward $118,000 and potentially retest the $123,000–$124,000 region.

On the downside, immediate support lies around $107,000, where failure to hold could confirm the start of a broader correction. 

A break below this level would expose the next major support cluster near $105,000, extending down to $101,000, signaling a deeper retracement.

Notably, Bitcoin’s current price action highlights indecision, with the asset consolidating in a narrow range as traders weigh whether momentum will shift upward or give way to stronger selling pressure. 

Therefore, a decisive move above $112,000 or below $107,000 is likely to set the tone for the coming weeks, with volatility expected to build as these thresholds are tested.

Bitcoin price analysis 
At press time, Bitcoin was trading at $109,386, down 0.11% in the past 24 hours and nearly 6% lower on the weekly chart. 

Bitcoin seven-day price chart. Source: Finbold
The 50-day simple moving average (SMA) stands at $114,313, signaling short-term weakness and reinforcing the ongoing bearish sentiment. However, the asset remains above the 200-day SMA of $104,142, suggesting the broader trend is intact unless that level is broken.

Meanwhile, the 14-day RSI at 37.81 reflects bearish momentum, edging closer to oversold territory. 

While sellers remain in control, the indicator suggests Bitcoin could soon enter a zone where buyers step in to defend key support levels. For any sustained upward move, the asset must reclaim the $110,000 level.

Featured image via Shutterstock

Mike Novogratz is predicting that Bitcoin could blow past $200,000 if Donald Trump goes through with his plan to replace Jerome Powell with a “massive dove” at the U.S. Federal Reserve.

Speaking in an interview with Kyle Chasse uploaded to YouTube on Friday, Mike, the CEO of Galaxy Digital, said this single decision might be the biggest trigger for crypto in years. “That’s the potential biggest bull catalyst for Bitcoin and the rest of crypto,” he said.

Mike made it clear that if the Fed starts slashing when it has no business doing so, the result won’t just be another rally. It’ll be what he called a “blow-off top” for Bitcoin. He said, “Can Bitcoin get to $200K? Of course it could… Because it becomes a whole new conversation if that happens.”

But this isn’t something Mike’s rooting for. “Do I want it to happen? No. Why? Because I kind of love America,” he said.

Mike warns Trump pick could destroy Fed independence
Mike also said the whole setup could be “really shitty for America.” He’s not talking theory. He said outright that putting a dovish loyalist in charge might kill the Fed’s independence. That, he warned, could push investors into full panic mode.

“Gold skyrockets… Bitcoin skyrockets,” he said. The change wouldn’t just hit traditional finance, it would slam the dollar too. That’s because when the Fed softens, the dollar usually weakens. And when that happens, crypto looks a lot more attractive.

The idea that Trump will pick someone soft is already priced in a little, according to Mike. But not completely. “It was priced in that he was going to pick somebody dovey, but no one is quite sure,” he said. He believes markets won’t fully react until the decision is made official. “I don’t think the market will buy that Trump’s going to do the crazy, until he does the crazy.”

Cryptopolitan reported that Trump told people at the Oval on September 6 that he has narrowed down the Fed chair shortlist to three names: Kevin Hassett, Christopher Waller, and Kevin Warsh. “You could say those are the top three,” Trump said.

Waller, who currently sits on the Fed’s Board of Governors, had already pushed for a rate cut as early as July. That’s two months before the Fed delivered a 25 basis point cut, its first since last year.

Fed cuts rates as stocks climb and Bitcoin eyes the chaos
The markets saw the cut coming. But what’s worrying people like Mike is what happens if it becomes a trend. Meanwhile, stocks are racing. The S&P 500 is up more than 12% since January. The rise, despite spring volatility, has many questioning if prices have gone too far.

In Rhode Island on Tuesday, Powell was asked how market levels affect Fed policy. “We do look at overall financial conditions, and we ask ourselves whether our policies are affecting financial conditions in a way that is what we’re trying to achieve,” Powell said. He added that “by many measures, for example, equity prices are fairly highly valued.”

That was enough to push stocks slightly lower. But Mike isn’t focused on tiny dips. He’s watching the big picture. If Trump puts someone dovish in the driver’s seat, and that person cuts rates when they shouldn’t, crypto investors could see a massive upside — but it’ll come at a cost.

Sam Stovall, chief investment strategist at CFRA, also weighed in on how hot the markets are. “Probably the oldest tenet in investing is ‘buy low, sell high,’” he said. Right now, most pros are watching the price-to-earnings ratio. The S&P 500 is trading at a 41% premium compared to its 20-year average. That stat alone has analysts asking how long this can last.

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Ripple has partnered with Ondo Finance to combine traditional finance with blockchain technology. This partnership introduces tokenized U.S. Treasuries (OUSG) on the XRP Ledger (XRPL). The RLUSD stablecoin, powers this initiative, enabling 24/7 minting and redemption of OUSG tokens. The focus of this move is primarily on institutional users.

Ripple’s Institutional DeFi Signals A New Era for Digital Assets
This collaboration centers on the minting and redemption of OUSG tokens, which are backed by Ripple’s RLUSD stablecoin. Ripple and Ondo Finance are also positioning XRPL to challenge Ethereum in the realm of real-world asset (RWA) tokenization.

🚨 JUST IN: #Ripple‘s partnership with Ondo Finance to offer tokenized U.S. Treasuries on #XRPL highlights blockchain’s role in bridging traditional finance with new technologies. pic.twitter.com/RLz6qazJlL

— RippleXity (@RippleXity) September 27, 2025

Ondo Finance has long been a leader in bringing traditional financial assets onto blockchain platforms. The introduction of OUSG provides institutional investors with secure and efficient access to short-term U.S. government debt. Now available on XRPL, OUSG allows qualified institutional users to manage these assets in a blockchain environment.

Ripple and Ondo seek to transform XRPL into a hub for tokenizing real-world assets (RWAs). XRPL’s real-time transaction capabilities, combined with Ripple’s focus on stablecoins, make it an ideal platform for institutions looking for fast and secure solutions. This initiative aims to simplify digital asset management and enhance liquidity for institutional users.

Ripple’s roadmap demonstrates the importance of tokenized assets and stablecoins within the broader DeFi ecosystem. By tokenizing U.S. Treasuries, it streamlines the asset management process for banks, asset managers, and fintech firms. The focus is on making XRPL the go-to settlement layer for these transactions, further cementing Ripple’s role in the DeFi space.

Ripple’s efforts to expand into RWA tokenization strengthens XRPL’s place in institutional DeFi. The partnership with Ondo ensures that liquidity and new financial management tools are accessible to qualified investors. Its emphasis on compliance, security, and stablecoin infrastructure aligns with broader global trends toward the adoption of digital assets.

Ripple Positions XRPL as Settlement Platform for Tokenized Treasuries
Ripple intends to establish XRPL as the settlement layer for tokenized assets, such as U.S. Treasuries. Moreover, its investments in liquidity and stablecoin infrastructure enhance access and transaction capabilities. This move shifts digital asset management toward trust and security.

The integration of tokenized U.S. Treasuries into XRPL highlights Ripple’s long-term vision. With it combination of traditional finance with blockchain technology, Ripple ensures a secure ecosystem for institutional participants. As Ripple innovates, XRPL is positioned to be a key player in institutional DeFi strategies.

Investment disclaimer: The content reflects the author’s personal views and current market conditions. Please conduct your own research before investing in cryptocurrencies, as neither the author nor the publication is responsible for any financial losses.

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What happens next after more market highs

The streaming giant has reinvented itself over the last three years.

Stocks keep climbing higher. That's good news for investors, but as valuations stretch, it also means the risk of a market bubble forming are also getting higher.

The S&P 500 now trades at a price-to-earnings ratio of 28, well above its historical average, and other metrics like the CAPE ratio and the ratio of the S&P 500's market cap to U.S. GDP are also elevated.

Plenty of stocks are vulnerable to a pullback, especially those that have boomed due to artificial intelligence fervor. But one stock that looks set to deliver no matter what happens is Netflix (NFLX 0.15%), the streaming giant.

Image source: Getty Images.

Why Netflix looks rock-solid
Netflix has moved a long way past the scare it faced in 2022 when it reported two straight quarters of subscriber declines. These days, the company is delivering strong growth across the board, and its business is much more resilient than it was a few years ago.

First, Netflix is truly diversified around the globe as the majority of its revenue comes from outside North America. That means its sensitivity to any one region is limited. And with the most popular subscription streaming platform on the planet, it also has a sticky product that consumers are going to be reluctant to cancel, even if they're looking to cut back on their spending.

The company's introduction of its ad-supported subscription in late 2022 has also opened the door to a whole new market. Management expects advertising revenue to double this year, and the ad-supported tier also gives Netflix a lower-cost tier to attract price-sensitive subscribers.

While the stock might look expensive with a price-to-earnings ratio of 55 as of this writing, Netflix has several avenues to continue growing, from raising prices to increasing its international subscriber reach and selling more ad inventory. This resilient business model means the company can deliver strong results, even if the stock market pulls back.

Jeremy Bowman has positions in Netflix. The Motley Fool has positions in and recommends Netflix. The Motley Fool has a disclosure policy.

NEW YORK, Sept. 27, 2025 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Tandem Diabetes Care, Inc. (NASDAQ: TNDM) resulting from allegations that Tandem Diabetes Care may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Tandem Diabetes Care securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=19024 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On August 7, 2025, before the market opened, the company issued a press release entitled “Tandem Diabetes Care Issues Voluntary Medical Device Correction for Select t:slim X2 Insulin Pumps.” The release stated that Tandem Diabetes had “announced a voluntary medical device correction for select t:slim X2 insulin pumps to address a potential speaker-related issue that can trigger an error resulting in a discontinuation of insulin delivery.”

On this news, Tandem Diabetes’ stock fell 19.9% on August 7, 2025.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. At the time Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

This beverage giant has a business that is built to flourish for the long haul.

Famed investor Warren Buffett and the company he has led for decades, Berkshire Hathaway, have achieved success that has made their investment moves some of the most closely watched in the stock market. If you're looking for a Berkshire stock to buy and hold forever, look no further than Coca-Cola (KO -0.52%).

Over the past 12 months, Coca-Cola's stock is down close to 7%, while the S&P 500 is up by approximately 16%. Despite its underperformance during that time, Coca-Cola remains a valuable addition to most investors' portfolios, especially those seeking consistent and reliable income.

Image source: Getty Images.

With its maturity, it's unrealistic to expect consistent double-digit annual gains from Coca-Cola's stock. If you're investing in Coca-Cola, the focus should be on its dividend. At the time of this writing on Sept. 24, Coca-Cola's dividend yield is 3.1%, more than double the S&P 500 average.

The above-average dividend is great, but the appeal of holding onto Coca-Cola's stock for the long haul lies in its commitment to consistently increasing its annual dividend. Coca-Cola is a Dividend King (a company with at least 50 consecutive years of dividend increases), with 63 consecutive years of dividend raises.

When you invest in Coca-Cola, you know you're investing in a well-established industry leader that has stood the test of time. Its products are in virtually every corner of the world, and the company has demonstrated its commitment to adapting its portfolio to meet changing consumer preferences. That's a recipe for longevity, which is why I personally plan to hold Coca-Cola for the long haul.

Stefon Walters has positions in Coca-Cola. The Motley Fool has positions in and recommends Berkshire Hathaway. The Motley Fool has a disclosure policy.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: This article was written for informational purposes only, and is not intended as personal investment advice. Please practice due diligence before investing in any investment vehicle mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

NEW YORK, Sept. 27, 2025 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Tronox Holdings plc (NYSE: TROX) between February 12, 2025 and July 30, 2025, both dates inclusive (the “Class Period”), of the important November 3, 2025 lead plaintiff deadline.

SO WHAT: If you purchased Tronox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Tronox class action, go to https://rosenlegal.com/submit-form/?case_id=44403 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 3, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Tronox’s ability to forecast the demand for its pigment and zircon products or otherwise the true state of its commercial division, despite making lofty long-term projections, Tronox’s forecasting processes fell short as sales continued to decline and costs increased, ultimately, derailing Tronox’s revenue projections. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Tronox class action, go to https://rosenlegal.com/submit-form/?case_id=44403 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

Analyst’s Disclosure:I/we have a beneficial long position in the shares of GILT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of LOECF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: I am not an investment advisor, and this is not a recommendation to buy or sell a security. Investors are recommended to read all of the company's filings and press releases, as well as do their own research to determine if the company fits their own investment objectives and risk portfolios.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

This week marked a historic turning point for artificial intelligence.

The world’s best AI hardware maker – Nvidia (NVDA) – and the world’s best AI software developer – OpenAI – announced the single biggest deal in the history of artificial intelligence. In our view, it looks an awful lot like the Manhattan Project of AI… and it signals that the red-hot AI stock market rally still has plenty of runway left.

Here’s what went down…

Nvidia announced it will invest $100 billion into OpenAI to build and deploy at least 10 gigawatts of AI data centers powered by Nvidia systems. That translates into millions of GPUs, stitched together into the next generation of AI infrastructure.

The deal is structured as a hardware-software alliance between the two undisputed leaders in their domains:

OpenAI will handle the model and infrastructure software – think GPT-6, GPT-7, and whatever follows.
Nvidia will provide the systems – GPUs, networking, and its fast-expanding software ecosystem.

The first wave of this infrastructure is expected to go live in the second half of 2026, powered by Nvidia’s new Vera Rubin platform: its next-gen AI computing architecture.

Put simply: The best hardware company and the best software company are teaming up to create something bigger than either could accomplish alone.

So, in this edition of Hypergrowth Investing, we’ll explain why this partnership represents the biggest technology buildout in history.

We’ll break down the even bigger $2 trillion investment wave pouring into AI infrastructure.

And we’ll reveal the eight companies best positioned to capture this tidal wave of spending.

Let’s take a look…

The “Manhattan Project of AI”: Why the Nvidia-OpenAI Alliance Is Unlike Anything Before
The Manhattan Project was the ultimate collaboration of top scientists and massive government resources, united around a singular goal: building the most powerful weapon the world had ever seen.

This new partnership has the same feel – except the end goal isn’t a nuclear weapon. It’s artificial superintelligence. 

The Manhattan Project’s scale was unprecedented at the time. For example, it:

Cost: about $2 billion in 1940s dollars (1942–1946).
Adjusted for inflation, that’s roughly $25- to $30 billion today.
At its peak, the project consumed 0.4% of U.S. GDP and employed more than 130,000 people.

Likewise, the scale of this Nvidia-OpenAI partnership is unprecedented:

$100 billion – bigger than even Amazon‘s (AMZN) entire annual capital spending.
10 gigawatts – equal to the output of 10 full-scale nuclear power plants.
Millions of GPUs – more chips than fueled the entire internet boom.

Except in this case, instead of Uncle Sam and his tax dollars funding this project, it’s Uncle Huang and his multitrillion-dollar market cap. In today’s dollars, the OpenAI–Nvidia project is more than three times the size of the Manhattan Project.

The stakes are massive. The resources are enormous. And the payoff could reshape industries and redefine the way we live and work.

This deal is structured so both companies win big:

Nvidia locks in a long-term, guaranteed buyer of its chips, networking gear, and full-stack software. It also gets a sizable equity stake in OpenAI, which could be worth a fortune if OpenAI does become the company that ushers in superintelligence.
OpenAI secures guaranteed compute capacity for its next wave of models (GPT-6, GPT-7, etc.), plus the financing to physically build that compute at scale.

For both firms, it’s not just a deal. It’s a necessity. Nvidia needs software partners that push the limits of its hardware. OpenAI needs hardware partners that can build at unimaginable scale. Together, they form the ultimate AI alliance.

This is why we remain structurally bullish on both names. Nvidia is the backbone of the AI economy. OpenAI is the brains. Together, they’re building the future.

Here’s why this matters for the broader AI boom…

Record-Breaking Deals Signal a New Era of AI Growth
Zooming out, this isn’t just a win for Nvidia and OpenAI – it’s a win for the entire AI Boom.

Consider this:

OpenAI expanded its cloud compute deal with CoreWeave (CRWV) by $6.5 billion, bringing the total to $22.4 billion.
The Qatar Investment Authority and Blue Owl Capital announced plans to build $3 billion worth of AI data centers, greatly aiding Blue Owl’s goal to invest in 104 new facilities around the world.
Nscale secured $1.1 billion in financing – from Norway’s Aker ASA, Finland’s Nokia, and Blue Owl, among others – to build AI infrastructure.

All of that in the same week.

The volume of money and resources pouring into AI right now is staggering. And it’s coming from the world’s smartest and deepest-pocketed players. The message couldn’t be clearer…

This boom is still in its early innings.

And here’s the kicker…

According to Barclays, each gigawatt of incremental AI data center capacity requires $50- to $60 billion of spending. Right now, about 40 GW of AI data center capacity expansion is planned worldwide.

Do the math: That’s over $2 trillion in planned spending.

That’s as much as the entire annual GDP of Italy, Canada, Russia, or Brazil. It’s more than that of Mexico, Australia, South Korea, or Spain.

And all of that capital is flowing into a single industry vector – AI infrastructure.

So, the question becomes: Which companies stand to benefit most from this unprecedented flood of capital?

The 8 Stocks at the Epicenter of the Nvidia-OpenAI Deal
Where does that money go? Straight into the companies constructing the backbone of the AI economy:

Nvidia: The undisputed king of AI chips, from GPUs to networking to software ecosystems.
Broadcom (AVGO): Its custom ASICs and networking chips are critical to AI data flow.
Oracle (ORCL): Building one of the fastest-growing AI clouds, in partnership with Nvidia and others.
Taiwan Semiconductor (TSM): Manufactures the advanced chips powering AI, including Nvidia’s.
Arista Networks (ANET): Dominates high-performance networking for data centers.
Micron (MU): Supplies the high-bandwidth memory (HBM) that AI systems desperately need.
CoreWeave: A “private” cloud operator specializing in AI compute, growing like wildfire.
Super Micro Systems (SMCI): Builds AI servers, racks, and systems at scale.

All of these companies – and many more – are positioned at the epicenter of this $2 trillion tidal wave of investment.

That’s why all of these AI stocks are red-hot — and likely to stay that way for at least another year or two. All are “Buys.”

Sure, there will be volatility. There will be corrections. But each dip is an opportunity… because the trend here is clear: Trillions of dollars are flowing into AI infrastructure, and the companies best positioned to capture that spend are going to grow massively.

When you step back, this isn’t about quarter-to-quarter earnings beats. This is about the largest technology buildout in human history. A project so large and so ambitious that it warrants comparison to the Manhattan Project.

And just like the Manhattan Project forever changed geopolitics, this project will forever change the global economy.

The Future of AI Is Being Built Now – Here’s How to Position Yourself
Nvidia and OpenAI’s $100 billion partnership is a watershed moment for AI. It cements the idea that we’re not just in another tech cycle. We’re in a once-in-a-century transformation.

The Manhattan Project of AI is here. The infrastructure is rising. The capital is flowing. And the winners are obvious.

The move is simple: Buy the leaders, the infrastructure plays, and the dips.

Because when history looks back on this moment, it will be clear – the future was being built right in front of us.

But the buildout doesn’t end with data centers. The same forces driving trillions into AI infrastructure will ignite the robotics revolution – where intelligent machines step out of the cloud and into the physical world.

And just as Nvidia supplies the backbone of AI, the real winners in robotics won’t just be Tesla (TSLA) and its Optimus bot… but the suppliers producing its most critical components.

That’s where the next wave of outsized gains will be made – and why we’ve zeroed in on the companies quietly powering this shift.

Click here to see which players could benefit most as robotics adoption takes off.

, /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Fluor Corporation (NYSE: FLR) securities between February 18, 2025 and July 31, 2025, all dates inclusive (the "Class Period"), have until November 14, 2025 to seek appointment as lead plaintiff of the Fluor class action lawsuit. Captioned Maglione v. Fluor Corporation, No. 25-cv-02496 (N.D. Tex.), the Fluor class action lawsuit charges Fluor as well as certain of Fluor's top current and former executives with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the Fluor class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-fluor-corporation-class-action-lawsuit-fluor.html  

You can also contact attorneys J.C. Sanchez or Jennifer N. Caringal of Robbins Geller by calling 800/449-4900 or via e-mail at [email protected].

CASE ALLEGATIONS: Fluor provides engineering, procurement, and construction; fabrication and modularization; and project management services. Fluor's infrastructure projects include work on the Gordie Howe International Bridge ("Gordie Howe"), as well as the Interstate 365 Lyndon B. Johnson ("I-635/LBJ") and Interstate 35E ("I-35") highways in Texas, according to the complaint.

The Fluor class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) costs associated with the Gordie Howe, I-635/LBJ, and I-35 projects were growing because of, among other things, subcontractor design errors, price increases, and scheduling delays; (ii) the foregoing, as well as customer reduction in capital spending and client hesitation around economic uncertainty, was having, or was likely to have, a significant negative impact on Fluor's business and financial results; and (iii) accordingly, Fluor's financial guidance for fiscal year 2025 was unreliable and/or unrealistic, the effectiveness of Fluor's risk mitigation strategy was overstated, and the impact of economic uncertainty on Fluor's business and financial results was understated.

The Fluor class action lawsuit further alleges that, on August 1, 2025, Fluor reported second quarter 2025 non-GAAP earnings per share of $0.43, missing consensus estimates by $0.13, and revenue of $3.98 billion, representing a 5.9% year-over-year decline and missing consensus estimates by $570 million. Defendants blamed these disappointing results on, among other things, growing costs in multiple infrastructure projects due to subcontractor design errors, price increases, and scheduling delays, as well as reduced capital spending by customers, the complaint alleges. Fluor also provided a negatively revised financial outlook for fiscal year 2025, citing "client hesitation around economic uncertainty and its impact on new awards and project delays and results for the quarter." The complaint also alleges that Fluor's CEO, defendant James R. Breuer, further disclosed during an earnings call that the infrastructure projects that had negatively impacted Fluor's second quarter 2025 results were the Gordie Howe, I-635/LBJ, and I-35 projects. Following this news, the price of Fluor stock fell by more than 27%, according to the Fluor class action lawsuit.

THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Fluor securities during the Class Period to seek appointment as lead plaintiff in the Fluor class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Fluor class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Fluor class action lawsuit. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Fluor class action lawsuit.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder litigation. Our Firm has been ranked #1 in the ISS Securities Class Action Services rankings for four out of the last five years for securing the most monetary relief for investors. In 2024, we recovered over $2.5 billion for investors in securities-related class action cases – more than the next five law firms combined, according to ISS. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

Past results do not guarantee future outcomes.
Services may be performed by attorneys in any of our offices. 

Contact:

Robbins Geller Rudman & Dowd LLP
J.C. Sanchez, Jennifer N. Caringal
655 W. Broadway, Suite 1900, San Diego, CA 92101
800-449-4900
[email protected] 

SOURCE Robbins Geller Rudman & Dowd LLP

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(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.)

Hours after we first reported last week that Berkshire sold off the remainder of its stake in BYD earlier this year, the Chinese electric vehicle maker confirmed the news and thanked Warren Buffett and Charlie Munger for believing in the company.

In a post on the Chinese social media site Weibo, BYD public relations executive Li Yunfei wrote, as translated by Google:

"In August 2022, Berkshire began gradually reducing its holdings of company shares purchased in 2008, and by last June, its stake had fallen below 5%...Investing in stocks involves both buying and selling, which is completely normal...We are grateful for Charlie Munger's and Warren Buffett's recognition of BYD, as well as for the investment, support, and companionship over the past 17 years...Praise to all long-term believers!"

BYD Executive Vice President Stella Li, appearing on CNBC Europe's Access Middle East this week, echoed the Weibo post, saying Buffett and Munger "loved" BYD and its management, but "they are investors, so naturally buying and selling is their business, so it's not because they don't like us."

And Reuters quotes a special adviser to BYD, Alfredo Altavilla, as saying that Buffett "made a profit of 20 times the capital he invested. He did very well to do what he did."

"We've been extremely glad to have had Buffett (as an investor), but the fact that he monetised [UK spelling] his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling."

Investors around the world, however, were not as accepting.

BYD shares fell more than 6% this week in Hong Kong.

 Second Japanese stake tops 10%While Berkshire is closing out its Chinese investment, it continues to expand its holdings of Japanese "trading house" stocks.

This week, Mitsui said in a news release that it was "informed" by Berkshire that "they now hold 10% or more of the voting rights in Mitsui as a result of an additional acquisition of our shares."

It did not, however, know the exact number of shares Berkshire now owns.

In a March 17 disclosure, Berkshire reporting holding a 9.8% stake of 285,401,400 Mitsui shares. They would be valued at around $7.3 billion at today's close.

Late last month, a Mitsui official told Reuters Berkshire raised its stake but declined to give a percentage. 

At the same time, Mitsubishi said in a regulatory filing that Berkshire's stake had increased to 10.2% from 9.7%.

We haven't heard anything about Berkshire's three other Japanese holdings, Itochu, Marubeni, and Sumitomo, but it would not be a surprise to learn those stakes have also gone above 10%.

BUFFETT AROUND THE INTERNETHIGHLIGHTS FROM THE ARCHIVEWhy Berkshire created Class B shares (1996)Leading up to the Berkshire board's vote on adding Class B shares, Warren Buffett explains the thinking behind the move.

watch now

BERKSHIRE STOCK WATCHFour weeks

Twelve months

BERKSHIRE'S TOP STOCK HOLDINGS - Sep. 26, 2025Berkshire's top holdings of disclosed publicly traded stocks in the U.S. and Japan, by market value, based on today's closing prices.

Holdings are as of June 30, 2025 as reported in Berkshire Hathaway's 13F filing on August 14, 2025, except for:

Itochu, which is as of March 17, 2025, and Mitsubishi, which is as of August 28, 2025. Tokyo Stock Exchange prices are converted to U.S. dollars from Japanese yen.The full list of holdings and current market values is available from CNBC.com's Berkshire Hathaway Portfolio Tracker.

QUESTIONS OR COMMENTSPlease send any questions or comments about the newsletter to me at [email protected]. (Sorry, but we don't forward questions or comments to Buffett himself.)

If you aren't already subscribed to this newsletter, you can sign up here.

Also, Buffett's annual letters to shareholders are highly recommended reading. There are collected here on Berkshire's website.

-- Alex Crippen, Editor, Warren Buffett Watch

American Resources Corp (NASDAQ:AREC) CEO Mark Jensen spoke with Proactive about the company’s ongoing expansion within the US defense industrial base, following ReElement Technologies’ acceptance into the Consortium for Rare Earth Technologies (CREaTe).  

Jensen explained that American Resources is already part of the broader defense industrial base consortium and that joining CREaTe is a strategic step to accelerate collaboration and integration of technologies in rare earth processing. 

He said, “We strongly believe from day one that collaboration is going to be key for us to break the stranglehold that we have on China.” 

According to Jensen, the CREaTe consortium will allow American Resources and ReElement to partner more effectively with defense primes and other organizations, promoting interoperability and sharing innovation in rare earth purification and metallization technologies.  

He highlighted that working with partners, including Posco in South Korea, is part of a broader mission to establish a cost-effective and independent supply chain in the United States. 

Jensen emphasized that the company is capable of producing every element needed by the defense industry today and now aims to be globally competitive by focusing on being “in the lowest quartile of cost,” rather than relying on subsidies.  

NEW YORK, Sept. 27, 2025 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of KinderCare Learning Companies, Inc. (NYSE: KLC) pursuant and/or traceable to the registration statement issued in connection with KinderCare’s October 2024 initial public offering (the “IPO”), of the important October 14, 2025 lead plaintiff deadline.

SO WHAT: If you purchased KinderCare common stock you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the KinderCare class action, go to https://rosenlegal.com/submit-form/?case_id=43769 or call Phillip Kim, Esq. at 866-767-3653 or email [email protected] for more information. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than October 14, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, the registration statement was false and/or misleading and/or failed to disclose that: (1) numerous incidents of child abuse, neglect, and harm had occurred at KinderCare facilities; (2) KinderCare did not provide the “highest quality care possible” at its facilities, and, indeed, in numerous instances had failed to provide even basic care, meet minimum standards in the child care industry, or comply with the laws and regulations governing the care of children; and (3) as a result, KinderCare was exposed to a material, undisclosed risk of lawsuits, adverse regulatory action, negative publicity, reputational damage, and business loss. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the KinderCare class action, go to https://rosenlegal.com/submit-form/?case_id=43769 or call Phillip Kim, Esq. at 866-767-3653 or email [email protected] for more information.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

SummaryInternational Business Machines Corporation is rated hold with a $305 12-month price target, reflecting about 9% upside potential.IBM's strong FQ2 2025 results highlight double-digit bottom-line growth and robust AI/hybrid cloud demand, but overall revenue growth remains single-digit.IBM trades at a fair valuation, slightly above sector averages, supported by high margins and a 2.39% dividend yield, but lacks a new growth catalyst.Risks include flat consulting revenue and premium valuation; without accelerating growth, IBM is likely to perform in line with the broader market. Getty Images

International Business Machines Corporation (NYSE:IBM) is a global information technology company that specializes in software and cloud services. The company has a phenomenal history and, over the years, transitioned from a hardware business to a leader in both integrated

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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In the technology sector, sometimes the most bullish signals come not from a product launch, but from a quiet strategic move on the balance sheet.

Dell Technologies Today

DELL

Dell Technologies

$130.79 -0.17 (-0.13%)

As of 09/26/2025 03:59 PM Eastern

52-Week Range$66.25▼

$147.66Dividend Yield1.61%

P/E Ratio19.23

Price Target$147.67

Dell Technologies NYSE: DELL recently provided a perfect example, announcing a $4.5 billion senior notes offering. This is a calculated maneuver by a company operating from a position of strength, strategically optimizing its finances to fuel its dominant and rapidly expanding role in the artificial intelligence (AI) revolution.

Immediately following the announcement, S&P Global affirmed the company’s strong BBB investment-grade rating.

Get Dell Technologies alerts:

A Masterclass in Financial Fortification
While a multi-billion-dollar debt offering might sound like a red flag for a company in distress, Dell's strategy is the opposite.

A review of the company’s regulatory filings reveals that the primary purpose of this new capital is to proactively refinance existing, higher-interest debt that is set to mature in 2026. This is a classic example of prudent financial management, similar to a homeowner refinancing a mortgage to lock in a better rate. 

By taking this step, Dell is poised to lower its future annual interest expenses, which in turn frees up cash flow. This is a tangible benefit for shareholders, as the freed-up capital can be deployed toward high-return activities, such as research and development (R&D), strategic investments, or enhanced capital return programs through dividends and share buybacks.

This strategic move is made possible by the market's confidence in Dell's financial health. Dell’s BBB credit rating allows Dell to borrow on favorable terms and signals to investors that the company has a low risk of default. Not every tech firm can say this.

It is a direct reflection of Dell’s consistent and impressive operational performance, which is built on a foundation of solid fundamentals:

Record-Breaking Revenue: The company recently reported its highest-ever quarterly revenue, reaching $29.8 billion in the second quarter of fiscal 2026.
Powerful Cash Generation: Dell’s operations produced a robust $2.5 billion in cash flow during the same period.
Commitment to Shareholders: The company continues to prioritize shareholder returns, distributing $1.3 billion in the last quarter alone.

Capitalizing on the AI Gold Rush
The financial flexibility achieved through this debt refinancing is the critical fuel for Dell’s primary growth engine: artificial intelligence infrastructure.

The demand for AI technology is the most powerful tailwind driving Dell's business, and the company is positioning itself as the vendor of choice for large enterprises. This capital-intensive market requires a rock-solid balance sheet to manage a complex supply chain and finance massive orders.

Dell’s strategic advantage lies in its long-standing relationships with enterprise customers. While some competitors focus on cloud service providers, Dell delivers integrated, turnkey AI Factory solutions that include servers, storage, networking, and support. 

This end-to-end capability is precisely what large corporations need to deploy AI at scale. The momentum is clear in the numbers:

Massive Forecast Increase: Citing overwhelming demand, Dell recently raised its full-year AI server shipment guidance by $5 billion, now targeting an astounding $20 billion for the fiscal year.
Substantial Order Backlog: The company concluded its second quarter with a significant $11.7 billion backlog of AI-related orders, offering excellent revenue visibility for the upcoming quarters.
Explosive Growth: In the first half of this fiscal year, Dell has already shipped $10 billion in AI solutions, surpassing its total shipments for the entire prior year.

With a trailing price-to-earnings ratio (P/E)  of approximately 19.5, Dell's valuation appears reasonable, particularly given its pivotal role in the high-growth sector. The company's fortified balance sheet ensures it has the financial muscle to fund this expansion without operational strain.

Catalysts and Context: What to Watch Next
Dell Technologies Stock Forecast Today12-Month Stock Price Forecast:
$147.67
12.90% Upside

Moderate Buy
Based on 22 Analyst Ratings

Current Price$130.79High Forecast$175.00Average Forecast$147.67Low Forecast$125.00Dell Technologies Stock Forecast Details

While the AI story commands the headlines, its Client Solutions Group also supports the company’s stability. The ongoing commercial PC refresh cycle, driven by the end-of-life for Windows 10, continues to provide a steady and profitable revenue stream that complements the high-growth infrastructure business.

Investors should also view the recent high-volume insider stock sales with the proper context. This activity is almost exclusively tied to long-term investor Silver Lake Partners, which is monetizing a highly successful investment made over a decade ago.

This common and expected practice does not detract from the company's strong fundamental outlook.

The upcoming Securities Analyst Meeting on October 7 is the most important near-term catalyst and a crucial window into the company's long-term vision. Investors will be keenly watching for a new financial framework that details the expected growth and profitability of the AI business, a clear strategy for the storage segment, and any updates to the capital return program. 

This debt refinancing has set the stage for that meeting, signaling that Dell is not just reacting to the AI boom but strategically preparing to finance and lead it from a position of undeniable strength.

Should You Invest $1,000 in Dell Technologies Right Now?Before you consider Dell Technologies, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Dell Technologies wasn't on the list.

While Dell Technologies currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

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, /PRNewswire/ -- 

Why: Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of securities of Jasper Therapeutics, Inc. (NASDAQ: JSPR) between November 30, 2023 and July 3, 2025, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 18, 2025.

So What: If you purchased Jasper Therapeutics securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the Jasper Therapeutics class action, go to https://rosenlegal.com/submit-form/?case_id=45109 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 18, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the case: According to the lawsuit, defendants made false and/or misleading statements and/or failed to disclose that: (1) Jasper lacked the controls and procedures necessary to ensure that the third-party manufacturers on which it relied were manufacturing products in full accordance with cGMP regulations and otherwise suitable for use in clinical trials; (2) the foregoing failure increased the risk that results of ongoing studies would be confounded, thereby negatively impacting the regulatory and commercial prospects of Jasper's products, including briquilimab; (3) the foregoing increased the likelihood of disruptive cost-reduction measures; (4) accordingly, Jasper's business and/or financial prospects, as well as briquilimab's clinical and/or commercial prospects, were overstated; and (5) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Jasper Therapeutics class action, go to https://rosenlegal.com/submit-form/?case_id=45109 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.

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Sep 27, 2025 at 12:12 // Price

Cardano price analysis by Coinidol.com. ADA has fallen below the moving average lines after being rejected twice at the $0.95 level.

Cardano had been trading above the moving average lines since September 8, but buyers were unable to sustain upward momentum above $0.95. A break above $0.95 would take the altcoin to its previous high of $1.01.

Cardano price long-term forecast: bearish

Today, the ADA price has dropped below the previous low of $0.78. The cryptocurrency price is rising as buyers attempt to keep it above the $0.78 level.

However, if Cardano faces further rejection at its recent high, it will fall back below $0.68. ADA is currently trading at $0.786.

Technical Indicators 

Key Resistance Zones: $1.20, $1.30, and $1.40 

Key Support Zones: $0.90, $0.80, and $0.70

ADA price indicators analysis

Following the latest decline, Cardano's price bars have moved below the horizontal moving averages. The price bars on the 4-hour chart are below the downward-sloping moving average lines, indicating the market is in a downward trend. Additionally, the 21-day SMA is below the 50-day SMA, signalling a decline.

ADA/USD daily chart - September 26, 2025

What is the next move for ADA?

Cardano is in decline but has paused above the $0.76 support. The cryptocurrency price is fluctuating above the $0.76 support level and below the moving average lines. If the current support level is breached, ADA's price could fall below $0.68. The altcoin is currently attempting to break through the $0.78 barrier and the moving average lines.

ADA/USD 4-hour chart - September 26, 2025

Disclaimer. This analysis and forecast are the personal opinions of the author. The data provided is collected by the author and is not sponsored by any company or token developer. This is not a recommendation to buy or sell cryptocurrency and should not be viewed as an endorsement by Coinidol.com. Readers should do their research before investing in funds.

Hyperliquid has launched USDH, a native stablecoin backed by cash and U.S. Treasuries, to strengthen its ecosystem.The move comes as rival exchange Aster, backed by YZi Labs, surpasses Hyperliquid in weekly trading volume.Meanwhile, analysts warn that an upcoming $12 billion HYPE token unlock could further pressure Hyperliquid’s governance token.Hyperliquid has taken a decisive step toward expanding its on-chain ecosystem with the launch of USDH, a native stablecoin designed to serve the decentralized exchange.

The new token is live for trading following its debut this week by Native Markets, the Hyperliquid-based team behind the initiative.

Sponsored

Sponsored

Native Market Launches USDH, Stakes HYPE
On September 27, Native Markets confirmed that USDH is now available on the exchange’s decentralized spot and derivatives markets.

According to the firm, traders can pair the asset against HYPE — Hyperliquid’s governance token — and USDC, giving users a stable unit of account directly integrated into the platform.

The team also locked 200,000 HYPE for three years to activate the listing, a move intended to anchor liquidity and governance alignment.

Ahead of the launch, Native Markets pre-minted $15 million USDH through HyperEVM, coordinating with the network’s Assistance Fund to support initial liquidity.

According to Native Markets, USDH is backed by cash and short-term US Treasuries. The issuer manages reserves through a mix of off-chain holdings and on-chain transparency tools, including oracle feeds that verify real-time balances.

Additionally, a share of returns from these reserves will fund periodic HYPE buybacks, strengthening the token’s economic foundation.

The release follows a governance contest earlier this month in which Native Markets won community approval to issue Hyperliquid’s first stablecoin. The project outperformed proposals from competitors and major issuers like Paxos and Agora.

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Hyperliquid’s Dominance Under Threat
USDH’s arrival comes at a time when Hyperliquid is under growing competitive and operational pressure.

In recent weeks, rival exchange Aster — backed by YZi Labs, the family office of Binance founder Changpeng Zhao— has surged in trading activity.

Data from DeFiLlama shows Aster generated $147 billion in perpetual volume over the past week, outpacing Hyperliquid’s $81 billion.

Hyperliquid vs. Aster Perpetuals Trading Volume. Source: DeFiLlama
Still, Hyperliquid remains the larger platform on a 30-day basis, recording $296 billion in cumulative volume versus Aster’s $162 billion.

However, analysts at Maelstrom warn that this lead could narrow as a significant token unlock approach.

From November, the DEX platform will gradually unlock roughly 237.8 million HYPE tokens worth about $12 billion over 24 months.

This impending unlock could significantly impact the market performance of a digital asset that has shed more than 20% in the past week.

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Posted: September 27, 2025

Key Takeaways 
What levels define Dogecoin’s near-term outlook?
$0.22 acted as short-term support, but 12.78 billion DOGE accumulated at $0.20 makes it the critical level to watch.

What signals support a potential Q4 rally?
Strengthening MACD, stabilizing CMF, and the analyst’s halving-linked forecast suggest Dogecoin could rally later in 2025, following historical post-halving trends.

Dogecoin [DOGE], the biggest memecoin, was down about 12% in the past week but still managed to stay in the top 10 list among all cryptos.

The memecoin sector stayed in decline, even as several altcoins rallied in mid-July.

DOGE fell from $0.30 to $0.23 before stabilizing above $0.22 at press time, a former breakout zone.

However, according to analyst Ali Charts, the most important support zone was at $0.20. About 12.78 billion DOGE had been bought at the $0.20 level, with buying extending to the $0.27 level.

Indicators flash mixed signals
Dogecoin was slowly approaching this level, as the price was making lower highs and lows. The MACD was strengthening, indicating buyers were starting to kick in.

Source: TradingView

The Chaikin Money Flow (CMF) showed that capital was starting to flow from buyers, as the indicator was forming a potential double bottom. This was a sign that capital outflow was weakening, paving the way for inflows.

Yet, bearish pressure kept the $0.20 level within reach unless $0.22 held firmly. If support is sustained, DOGE could attempt another push toward $0.30.

Spot traders are still selling
The odds of the price falling to $0.20, the most important support level, increased as the structure was still bearish.

Additionally, traders were still offloading the holdings. It was evidenced as the Spot Taker Cumulative Volume Delta (CVD) shifted to a seller-dominated stance, signaling that traders continued to offload holdings.

Source: CryptoQuant

This reinforced the risk of a drop to $0.20. Still, some analysts argued that the dip offered discounted entry ahead of potential Q4 upside.

Will DOGE rally in Q4?
On that note, EtherNasyonal predicted an upcoming Dogecoin rally on CoinMarketCap’s community section. The analyst reiterated that the third bull cycle for the memecoin was inevitable.

But will this bold prediction hold?

Looking at the chart, Dogecoin’s bullish cycles have followed Bitcoin halving years. The year 2025 is not an exception to this historic pattern of repetition. That said, DOGE could rally.

Source: EtherNasyonal/CoinMarketCap

Altogether, a drop to $0.20 could ignite the next rally. Even so, the recent altcoin recovery might delay upside momentum, with a possible breakout shifted toward mid- or late Q4.