CNBC's "Fast Money" Looking Ahead To Fed Decision; Waystar CEO on AI in Health Care 9/15/25
Sep 15, 2025
Discover the buzz around Citigroup's impressive stock surge, as traders discuss strategies for taking profits. Dive into the implications of a U.S. antitrust ruling on Google's valuation. Unpack the ongoing U.S.-China negotiations over TikTok and their impact on tech stocks, especially with rising Chinese giants. Get insights on the Federal Reserve's interest rate decisions and how they affect the healthcare sector. Plus, explore investment strategies in the uranium market and the excitement around an upcoming diabetes conference.
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TikTok Framework Boosts Tech Stocks
- Reports of a TikTok framework deal lifted US and Chinese tech stocks despite few concrete details being released.
- Officials signaled a possible leaders' call on Friday that could clarify terms and buyer identity.
Macro Mix Supports China Tech Rally
- A friendlier US-China tone plus easier Fed policy and a weaker dollar can create a bullish backdrop for emerging markets.
- China tech gains reflect both policy shifts toward growth and AI-related fundamental improvements.
Growth Policy, Not Just Trade, Drives China
- Market optimism on trade talks is likely priced in, so further rallies require tangible progress or policy shifts.
- China pivoting toward growth and AI adoption gives tech names durable upside beyond trade headlines.