TheDrop Market Analysis, 09/19/25

Alexangel Ventura
Sep 19
2 min read

Markets rose in response to a successful deal regarding TikTok's private ownership between the United States and the People's Republic of China.

The S&P 500 index rose 0.49%, the Dow Jones Industrial Average rose 0.37%, and the Nasdaq composite surged 0.72%. On the other hand, the smaller business-heavy Russell 2000 index fell 0.77%, marking one of its first instances in weeks that it lagged behind the remainder of the market. In fact, most days, the Russell managed to outcompete its larger peers as economic data impacted the nation's largest companies the most in terms of sentiment.

European and Asian ETFs traded modestly, as global news today proved to be very advantageous for the United States but not so much for the rest of the world.

Similarly, commodities and crypto traded lower as investors in those fields didn't consider the U.S.-China deal to be of significance. Riding off of near all-time highs, fueled by the post-rate cut rally among other factors, these valuations are beginning to level off to a less saturated level, like Bitcoin, XRP, and Ethereum.

Stocks (solely) swung higher across the board as President Trump affirmed a successful deal with China over TikTok, which will no longer see a majority stake in it by its parent company, ByteDance. ByteDance, among other Chinese companies, have faced scrutiny for their ties to the Chinese government, specifically the CCP's large stakes in many of these companies, as China operates a mixed-command economy.

Most of the Magnificent Seven rose with the exception of Meta, which previously made gains, despite today's AI cloud deal between Meta and Oracle (in progress); Apple rose 3.2% as it starts to make a recovery following its bearish performance due to poor investor confidence in its latest series of iPhones, like the iPhone Air.

Intel fell 3.2% as it levels off from its rally. Rigetti, a player in the quantum computing industry based on California, surged 15.3% along with other QC tickers like Quantum Computing Inc. as the Trump administration is looking to ramp up investments into quantum technologies.