23rd September – The record run continues on iPhone, AI and Rate-cut optimism episode artwork

EPISODE · Sep 22, 2025 · 11 MIN

23rd September – The record run continues on iPhone, AI and Rate-cut optimism

from MPC Markets Morning Call · host MPC Markets

In this morning's market call,Mark discusses the ongoing record run in the markets, highlighting optimismamong investors despite some caution from Fed officials regarding rate cuts. Heemphasizes the strong performance of tech stocks, particularly Nvidia andApple, and the significant rally in gold and silver. Mark also touches on thedynamics of the uranium market and shares insights on investment strategies,including stock picks that have outperformed the market. Takeaways Investors are finding optimismdespite caution from Fed officials.Tech stocks like Nvidia and Appleare driving market performance.Gold and silver are experiencingsignificant rallies.The uranium market is showingstrong returns despite challenges.Short selling is impactingAustralian stocks negatively.Investment strategies can lead tosignificant outperformance.Recent stock picks have averaged a31% increase.Market dynamics feel like 'musicalchairs' at peaks.The S&P 500 is predicted toreach 6,800 by year-end.The upcoming webinar will providevaluable investment insights.

Episode metadata supplied by the publisher feed · Published Sep 22, 2025

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23rd September – The record run continues on iPhone, AI and Rate-cut optimism

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