S&P 500 hit 6,666 as all major indexes reached record highs, a rare signal before turbulence.
Sectors & Industries
September 22, 2025
Table of Contents
The Federal Reserve just took its foot off the brake.
In its latest policy move, the Fed lowered interest rates by 25 basis points, bringing the federal funds target range down to 4.00%–4.25%. While Wall Street celebrated with record highs, the bigger picture is far more complicated.
Fed Chair Jerome Powell acknowledged what many already suspected: the U.S. job market is losing steam. Payroll growth has averaged just 71,000 per month over the past year—far below the post-pandemic recovery pace. Even worse, several prior months were revised downward into net job losses. Powell hinted at two more rate cuts before year-end, and markets are now pricing in cuts for October and December.
But investors might want to hold the champagne.
Cutting rates sounds like good news, but historically, the first year or two following cuts often sees market turbulence—not rallies. That’s because cuts usually confirm what investors fear most: slowing growth.
Yes, over the long term (3–4 years), equities tend to recover. But in the short term, they can stumble hard as economic weakness takes hold. Rate cuts aren’t magic—they’re usually a reaction to deteriorating fundamentals.
Despite the warning signs, markets surged. The S&P 500 closed at 6,666, exactly 10× its 2009 low, marking a symbolic milestone. The Nasdaq led the rally thanks to AI-fueled momentum, while small caps saw a brief surge before cooling.
All four major U.S. indexes hit all-time highs on the same day—a rare event that’s occurred just a handful of times in the last 40 years. Historically, such synchronized records have often preceded market volatility.
Meanwhile, retail investors are rushing in. Net inflows into equities just reached their highest weekly level since December, as investors pile in under the assumption that Fed cuts guarantee a bull run.
That assumption could be costly.
With interest rates dropping, precious metals are on fire.
Gold hit another all-time high, extending its winning streak to five consecutive weeks. Silver and gold miners rallied alongside it. Lower rates make non-yielding assets like metals more attractive, especially as the dollar weakens.
And with tariff risk and inflation fears back on the radar, investors are increasingly seeking shelter in the safety trade.
The most explosive move came from uranium.
U.S. Energy Secretary Chris Wright announced plans to build a domestic uranium reserve, aiming to reduce reliance on Russian supply chains. The response was immediate and dramatic.
All surged, with the uranium sector up over 100% since April.
This isn’t just speculation. Nuclear energy now sits at the intersection of AI demand, grid reliability, and national security. Utilities like Constellation Energy (CEG) and new-generation reactor firms like Oklo (OKLO) are capturing investor interest.
One Level 2 trade from LevelFields in this space returned 55% in just 25 days.
Everyone knows Nvidia and Microsoft are riding the AI wave—but the bigger story might be what powers them.
Running AI models requires massive data centers, and that infrastructure is quickly becoming a new economy of its own. Here’s what’s driving it:
Each data center can cost $39 million per megawatt, and cooling alone can run into hundreds of thousands per megawatt. If these systems overheat, AI workloads fail. That’s why infrastructure players may be the more stable, long-term AI investments compared to headline chipmakers.
The Fed is cutting rates. Stocks, gold, and uranium are soaring. But history suggests rising volatility, not smooth sailing, after cuts like these.
Still, investors are chasing:
The smartest moves now aren’t about following momentum blindly—they’re about finding the right signals early.
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