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On September 26, 2025, Motley Fool contributors Travis Hoium, Lou Whiteman, and Jon Quast discussed key issues in the stock market, including AI developments, the ongoing saga of TikTok’s potential sale, and their investment outlooks. They highlighted specific companies, trends, and the current market climate, noting an overall increase in electricity demand tied to data centers driving artificial intelligence growth.
Jon Quast pointed out significant opportunities in energy and mentioned that residential electricity has seen no growth due to efficiency improvements, while commercial electricity demand, largely driven by data centers, is rising again. In the context of TikTok, a deal involving Oracle and other investors reportedly will net them a 45% stake—sparking discussions on its market implications. Quast expressed disappointment that AppLovin missed acquiring TikTok, as he believed it could have created significant synergies with their advertising technology.
Finally, Lou Whiteman noted the broader market is currently overvalued, particularly pointing to the S&P 500’s earnings multiples, and emphasized the need for investors to reassess potential value investments, particularly in sectors like regional banks trading at relatively low price-to-book ratios.
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