DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.

Love the Show? Then how about a Donation?

<form action="https://www.paypal.com/cgi-bin/webscr" method="post" target="_blank"><input alt="Donate" name="submit" src="https://www.paypal.com/en_US/i/btn/btn_donateCC_LG.gif" title="PayPal - The safer, easier way to pay online!" type="image" />

</form>

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter

Warm-Up

- BRAND New server - all provisioned - Much faster DH Site

- Need a new CTP stock!

- New Clear Stocks!

- To the Sky - Money Tree Market

- Tik Tok news

Markets

- Rate cut - rates up

- Diet Stocks - losing weight

- Good news/bad news - all good for markets

- StubHub IPO Update

SELL Rosh Hashanah - Buy Yom Kippur?

Vanguard Issues? Got a call this morning..Gent in NY...

NEW CLEAR - On Fire!

- Have you seen the returns on some of these stocks?

- YTD

- - URA (Uranium ETF) Up 75%

-- SMR (NuScale) Up 164%

- - OKLO (OKL) up 518%

- - CCJ (Cameco) up 65%

TikTok Nonsense

- President Donald Trump said in an interview that aired Sunday that conservative media baron Rupert Murdoch and his son Lachlan are likely to be involved in the proposal to save TikTok in the United States.

-Trump also said that Oracle executive chairman Larry Ellison and Dell Technologies CEO Michael Dell are also likely to be involved in the TikTok deal.

More TikTok

- White House Press Secretary Karoline Leavitt says TikTok's algorithm will be secured, retrained, and operated in the U.S. outside of Bytedance's control; Oracle (ORCL) will serve as Tiktok's security provider; President Trump will sign TikTok deal later this week

- What does that mean and will it be the same TikTok.

- Who is doing the retraining??????? SO MANY QUESTIONS

MEME ALERT!

- Eric Jackson, a hedge fund manager who partly contributed to the trading explosion in Opendoor, unveiled his new pick Monday — Better Home & Finance Holding Co.

- Jackson said his firm holds a position in Better Home but didn’t disclose its size.

- Shares of Better Home soared 46.6% on Monday after Jackson touted the stock on X. At one point during the session, the stock more than doubled in price.

- The New York-based mortgage lender jumped more than 36% last week.

Intel

- INTC getting even more money.

- Now, NVDA pouring in $5B

- Nvidia and Intel announced a partnership to jointly develop multiple generations of custom data center and PC products. Intel will manufacture new x86 CPUs customized for Nvidia’s AI infrastructure, and also build system-on-chips (SoCs) for PCs that integrate Nvidia’s RTX GPU chiplets.

- Both the US Government and NVDA got BELOW market pricing on their shares.

NVDA $$

- Nvidia is investing in OpenAI. On September 22, 2025, Nvidia announced a strategic partnership with OpenAI, which includes an investment of up to $100 billion

- The agreement will help deploy at least 10 gigawatts of Nvidia systems, which will include millions of its GPUs. The first phase is scheduled to launch in the second half of 2026, using Nvidia's Vera Rubin platform.

Autism Link

- Shares of Kenvue (KVUE) are trading lower largely due to reports from the White House and HHS suggesting a forthcoming warning linking prenatal use of acetaminophen (Tylenol's active ingredient) to autism risk.

- Investors are concerned that such a warning could lead to regulatory action, changes in labeling requirements, litigation risk, or reduced demand for one of KVUE's key products. It's estimated that Tylenol accounts for approximately 7-9% of KVUE's total revenue.

- The company has strongly denied any scientific basis for the link, but the uncertainty itself is hurting sentiment.

- Finally, this also comes on top of recent weak financial performance: KVUE posted a Q2 revenue decline of 4% and cut its full-year guidance on August 7.

- - Lawsuits to follow...

Pfizer

- Pfizer (PFE) announced it will acquire clinical-stage biotech Metsera (MTSR) in a cash-and-contingent value rights deal worth up to $70 per share, as it seeks a foothold in the fast-growing obesity drug market. The deal includes $47.50 per share in cash -- a 43% premium to MTSR's closing price last Friday -- plus up to $22.50 in milestone payments tied to the development and commercial success of MTSR's lead candidate, MET-097i.

-PFE shares are climbing higher Mondayon the news, with investors hopeful the acquisition could provide the next long-term growth catalyst, especially as COVID-19 product sales have sharply declined in recent quarters.

Mortgage Rates

- Ten- and 30-year Treasury yields rose this week despite the Federal Reserve cutting its short-term interest rate.

- The 10-year yield is little changed since early 2024, despite the Fed cutting rates multiple times since then.

- The 10-year Treasury yield jumped as high as 4.145% after briefly falling below 4% this week. The 30-year Treasury yield — closely followed for its connection to home mortgages — traded around 4.76%, up from a low of 4.604% earlier in the week.

-- Sell the news?

Big

- BOJ keeps short-term policy rate steady at 0.5%

- Two board members proposed unsuccessfully to hike to 0.75%

- BOJ decides to start selling ETFs, REITs in market

- The BOJ said it would start selling once necessary operational preparations are completed, and could review the pace of selling in future policy meetings.

- The decision marks another step toward dismantling remnants of the BOJ's radical stimulus aimed at reviving a moribund economy, which left it with 37-trillion-yen worth of ETFs on its balance sheet accumulated during 13 years of purchases.

- Yen rallies, stocks turn negative after decision

Close the OpenDoor

-  Keith Rabois, Opendoor’s new chairman, said the company he co-founded needs to slash its workforce as much as 85% to fix its cost structure.

- Rabois returned to Opendoor this week, when the company named former Shopify executive Kaz Nejatian as its new CEO.

- “There’s 1,400 employees at Opendoor. I don’t know what most of them do. We don’t need more than 200 of them,” Rabois told CNBC.

- meme stock that moves on every tweet/Reddit post

WHO Backs Diet Shots

- The World Health Organization will recommend using weight-loss drugs to treat obesity in adults, according to draft guidance from the agency that urged countries to take the condition seriously as a chronic disease.

-The WHO’s expert committee concluded that the popular GLP-1 drugs, first developed by Novo Nordisk and Eli Lilly, are part of the solution for the long-term treatment of obesity for patients with a body mass index (BMI) of 30 or above, alongside counseling on lifestyle and behaviour changes.

AND

- FDA issues NVO a warning letter; says Oprah Special misled consumers on Novo Nordisk’s Wegovy, Ozempic, Victoza marketing

_ The video originally appeared on ABC as a Primetime Oprah Special on March 18, 2024 and can also be accessed through ABC’s website.6 The video subsequently appeared on Hulu on March 19, 2024. FDA has determined that the video is false or misleading. Thus, the video misbrands Wegovy, Ozempic, and Victoza within the meaning of the Federal Food, Drug and Cosmetic Act (FD&C Act) and makes its distribution violative.

Crackdown

- HIMS trades down 2.8% yesterday and more today after U.S. Food and Drug Administration (FDA) Commissioner, Martin Makary stated that the Super Bowl ad from Hims & Hers "breached" federal law.

- Makary's primary argument is that the ad violated the "fair balance" rule required for prescription drug advertising.

- Omission of Side Effects: The commissioner specifically noted that the Hims ad highlighted the benefits of its compounded weight-loss drugs without mentioning any of the potential side effects. This omission, in his view, is a clear violation of FDA regulations.

Thoughts? Dual Roles

- New item of oddness

- Idea