Healthcare outperformed, despite sector-wide volatility

👋 Hey Hustlrs,

Welcome to another edition of The Global Hustlr Weekly Round-Up! 

As autumn settles in, global markets gave us plenty to discuss—Fed fireworks, tech giants flexing, and new trade tensions emerging like plot twists in your favorite Nollywood drama. 

It’s been a week of shifting winds and lightning-fast moves, so settle in with your favorite brew. 

Ready for your straightforward breakdown of what really moved the markets and what to watch next? 

Let’s brew up the essentials together!

☕️ Quick Brew: This Week’s Market Pulse

• 📉 US stocks hit new records early, but cooled off as investors digested inflation and Fed signals.

• 🚀 Tech and AI stocks led gains, with Nvidia soaring as Wall Street cheered a $100 billion OpenAI partnership.

• 💸 The Fed cut rates for the first time this year—risk appetite rose, but inflation remains sticky.

• 🌍 President Trump rolled out new tariffs on key imports, amping up trade tensions just as China talks thawed.

• 🕹 Gaming stocks exploded: GDEV leapt nearly 23% after blowout earnings.

• 💊 Healthcare outperformed, beating expectations despite sector-wide volatility.

• 💲 The US dollar ticked up, putting pressure on commodities and global portfolios.

🔑 The Big Stories

US stocks hit new records early, but cooled off as investors digested inflation and Fed signals.

For the week ending September 26, 2025, the major U.S. indices posted the following performances:

• S&P 500: Fell 0.3%, closing at 6,643.70.

• Nasdaq Composite: Lost 0.6%, ending the week at 22,484.07.

• Dow Jones Industrial Average: Decreased 0.1%, finishing at 46,247.29.

• The Russell 2000 index rose 0.97%, closing at 2,434.32.

All three indices set fresh records early in the week before pulling back, reflecting a mix of early optimism and end-of-week caution.

Tech Titans: AI and Gaming Dominate

Big Tech dominated headlines as Nvidia shattered records on news of a colossal investment into OpenAI. 

Oracle scored a win with a fresh TikTok oversight deal, and Tesla’s share price jumped on buzz around new self-driving launches. 

Meanwhile, GDEV redefined “earnings surprise,” posting a 22.8% pop that crowned it a breakout winner in gaming-tech.

📌 Why it matters: Global tech-savvy investors have another signal to keep focus on mega-cap innovation; AI and gaming are shaping the next generation of global opportunity.

Trade Jitters: Tariffs and Talks

President Trump heightened trade tensions, slapping fresh tariffs on pharmaceuticals, trucks, and tech imports just as new negotiations with China hinted at a global thaw. 

Industrial and energy stocks stumbled on mixed signals, while multinational firms recalibrated strategies to navigate a more uncertain environment.

📌 Why it matters: Tariff moves ripple across currency, commodity, and equity exposures—diversification and flexibility are now more important than ever for African global investors.

Healthcare’s Quiet Win
Healthcare stocks found their stride in a challenging week, delivering strong results and limping less than other defensives despite mixed biotech reports. Eli Lilly and peers beat, offering portfolio protection and upside.

📌 Why it matters: Market storms favor resilient sectors—balanced exposure to healthcare and value stocks can shield wealth as volatility rises.

💡 What Does This Mean for Your Investments?

• Fed rate cuts are a tailwind for tech, AI, and innovation-linked stocks—think portfolio tilt towards future-focused leaders.

• Expect more sector rotation—growth is hot, but defensive plays like healthcare are quietly winning as uncertainty spills over from global headlines.

• Earnings are driving surprises, especially in next-gen areas (AI, gaming). It’s time to spotlight revenue growth and operational pivots in your stock picks.

Actions for Global Hustlrs:

• Review exposure to tech, gaming, and defensive stocks; fine-tune positions for resilience and upside.

• Watch FX rates—consider hedges or multi-currency strategies if holding commodities or international ETFs.

• Track upcoming earnings and central bank moves—stay flexible, don’t chase the hype.

📝 Your Weekly Hustlr Playbook

👉 Check tech and AI holdings for balance—consider adding a leader if underweight
👉 Increase vigilance on dollar strength; update stop-losses for commodity-linked assets
👉 Follow Fed developments—rate cut schedules may shift sector momentum in weeks ahead
👉 Monitor trade news closely; global tariff actions can reshape risk across US, Asia, and Africa
👉 Scan for healthcare sector outperformers—defensives offer shelter during shaky macro conditions
👉 Avoid impulsive swings; stick to your long-term plan but stay nimble to new opportunities
👉 Set reminders for next wave of earnings—pick leaders with strong guidance and innovation stories

📣 Final Sip

Take a deep breath, Hustlrs—volatility feels loud, but remember: the path to wealth is a marathon, not a sprint. Stay curious, keep learning, and use every market wave to edge closer to your goals. 

This week’s brew is rich with opportunity—just keep your strategy sharp, your research deep, and your head cool.

🚀 Join the Movement

If you find value in The Global Hustlr, share this newsletter with your network and invite friends to join our community of African professionals and investors committed to building wealth through global markets. 

Your journey, our mission—let’s keep growing together!

This newsletter is strictly educational and not investment advice. The content provided does not constitute personal advice or a personal recommendation. No content should be relied upon as constituting personal advice or a personal recommendation when making your decisions. If you require any personal advice or recommendations, please speak to an independent qualified financial adviser