Stock Market Summary – September 25, 2025

The stock market saw declines on Wednesday, with S&P 500’s third straight session of drops pointing to a loss of froth in the market. Speculative stocks bore the brunt of the selling pressure. On the other hand, Oracle raised $18 billion through bond sales to finance its ambitious artificial intelligence (AI) infrastructure program, marking the second-largest bond sale of the year. Health care stocks performed poorly after the Trump administration announced a tariff investigation into medical devices and equipment, creating an overhang for the only sector showing a negative return in 2025.

Eli Lilly pulled out from a midstage trial involving its experimental muscle-preserving therapy and its blockbuster GLP-1 weight-loss drug tirzepatide due to “strategic business reasons.” Lilly’s decision caused its shares to drop around 3%, though other factors, such as the health-care tariffs headlines and the overall market dynamics, could have been influential as well. Other pharmaceutical companies, including Merck and Amgen, also experienced pressure.

Online retail giant Amazon settled a civil lawsuit with the Federal Trade Commission over its Prime membership cancellation process, agreeing to pay a $2.5 billion settlement, composed of a $1 billion penalty and $1.5 billion in consumer refunds. This settlement is one of the largest civil penalties in FTC history.

Obamacare subsidies stand at the center of discussions on government funding. If the Affordable Care Act’s premium tax credits expire as scheduled this year, health-care providers could lose over $32 billion in revenue. Uncompensated care could increase by an additional $7.7 billion.

In tech news, Oracle, Silver Lake, and Abu Dhabi’s MGX will be the main investors in TikTok’s U.S. operations, keeping the social media platform running in the U.S. They will control about 45% of TikTok USA.

Finally, CNBC’s Jim Cramer has warned investors to move away from speculative stocks, suggesting they “ring the register” on high-risk companies. Instead, he urged investors to focus on quality, profitable companies.

Stock Market News Summary:

– Honda is ceasing domestic production of the electric vehicle, Acura ZDX due to poor market conditions, ending the U.S road for the car.

– The Chicago Bears have increased their value to a record $8.9 billion following a minority stake sale approved by the league’s financial committee.

– Retailers are projected to add less than 500,000 jobs in the final quarter of 2025, marking the weakest seasonal hiring since 2009.

– The administration of President Donald Trump’s tariff announcements and looming elimination of $7,500 federal credit for EV purchases has boosted new car sales in the U.S.

– Citadel CEO Ken Griffin has criticized Trump’s policy of striking deals with large corporations to avoid tariffs, calling it “anti-American”.

Top Movers:

Gainers:

– MP Materials’ stock surged by 10% putting it up 190% for the year.

– Intel’s shares rose by 6% following reports of investment negotiation with Apple.

– Shares of online real estate platform, Opendoor Technologies, climbed up by 7% after trading firm Jane Street disclosed a 5.9% stake in the firm.

– Lithium Americas shares surged by 17%, building on a 95.8% surge from the previous session following actions from the Trump administration to build an equity stake in the company.

– UniQure’s stock galloped by 9% after a clinical trial showed the company’s experimental gene therapy for Huntington’s slowed the progress of the neurodegenerative disease.

Losers:

– Mirion Technologies went down by 8% after announcing a common stock offering of $300 million.

– Worthington Steel experienced an 8% drop despite sales and operating income growing from the year-earlier period.

– Freeport-McMoRan shares slid down 5%, following force majeure at its Grasberg mine in Indonesia.

– Oracle fell by 5% due to worries around the AI trade.

– Transocean tumbled down by 12% after announcing its plans to sell 125 million shares at $3.05, significantly lower than its previous close.

– Jabil, the electronic manufacturing company, experienced a 6% slip despite reporting an earnings and revenue beat for its fourth quarter.

– Stitch Fix shares were down by 17% after the company reported a lower adjusted EBITDA for the fourth fiscal quarter.

– CarMax shares slid by a massive 19% after the company reported disappointing quarterly results.