HAPPY SATURDAY TO THE STREET.
And welcome back to Street Tweets from The Street Sheet!
Itβs official: College degrees are losing their shine.
Fewer than 50% of business leaders see college degrees as essential for getting ahead in the workplace, according to a LinkedIn study.
The good news? Moving towards a skill-based hiring market could mean that your work ethic matters more than your academic accolades.
The bad news? We wouldnβt count on your alma mater sending you a refund anytime soon.
β Brooks & Cas
MARKET REVIEW
Cracks in the economy? Stocks donβt care.
Consumer sentiment dropped, along with US nonfarm payrolls. That didnβt stop the stock market from posting an impressive week, fueled in large part by Oracleβs $ORCL ( βΌ 5.09% ) massive earnings report. Last week, the S&P 500 rose 1.6%, the Nasdaq Composite popped 2%, and the Dow Jones Industrial Average added nearly 1%.
Want a deeper dive? Click through to read the full Market Review.
MARKET PREVIEW
Next week will feature the Federal Reserveβs interest rate decision on Wednesday. Investors overwhelmingly expect a rate cut at this meeting βΒ but just how big of one remains up for debate.
Want to see the betting odds? Click through to read the full Market Preview.
Sponsored by Pacaso
In 2010, a Grammy-winning artist passed on investing $200K in an emerging real estate disruptor. That stake could be worth $100+ million today.Β
One year later, another real estate disruptor, Zillow, went public. This time, everyday investors had regrets, missing pre-IPO gains.Β
Now, a new real estate innovator, Pacaso β founded by a former Zillow exec β is disrupting a $1.3T market. And unlike the others, you can invest in Pacaso as a private company.
Pacasoβs co-ownership model has generated $1B+ in luxury home sales and service fees, earned $110M+ in gross profits to date, and received backing from Maveron, Greycroft, and more. They even reserved the Nasdaq ticker PCSO.
And you can join them for just $2.90/share. Just donβt wait. Pacasoβs opportunity officially ends September 18.
AirPods Pro 3, the new Apple Watch lineup, iPhone 17, iPhone 17 Pro, and the all-new iPhone Airβhereβs everything we just announced!
β #Tim Cook (#@tim_cook)
6:44 PM β’ Sep 9, 2025
Turns out an old dog can learn new tricks.
Appleβs $AAPL ( β² 1.76% ) product release might not have impressed investors, but at least it provided more than just light variations on the same old themes.
Instead, Tim Cook and Co unveiled the thinnest iPhone yet, along with a viral image revealing the shocking size of the iPhoneβs brain. The AirPods also got upgraded with real-time translation.
Youβd think this would send Duolingo $DUOL ( βΌ 0.46% ) cratering, but the stock was up more than 16% on the week. Can someone please translate the logic there?
AI circle of money ::
1. $NVDA sells GPUs to $ORCL .. Oracle uses to power its data centers
2. Oracle builds cloud on those GPUs
3. Nvidia rents compute back via signed deals from Oracle
Nvidia gets recurring revenue from hardware sales and cloud services without owning all
β #Sam Mielke (#@sam_mielke)
1:44 PM β’ Sep 10, 2025
Oracleβs deal minted a new richest man.
OpenAI signed a $300 billion (thatβs a big B) data center deal with Oracle $ORCL ( βΌ 5.09% ).
Both Oracleβs stock and CEO Larry Ellisonβs net worth subsequently soared, rising 40% and $101 billion, respectively.
The size of this deal raised a few important questions, like, where is OpenAI gonna get $300B? Or, perhaps more pressingly, what is Elon Musk going to say?
LLMs are basically reddit wrappers
β #GREG ISENBERG (#@gregisenberg)
8:49 PM β’ Aug 31, 2025
Are you smarter than a Redditor?
Turns out even the worldβs smartest technology canβt resist doing a quick Wikipedia search for some easy answers.
If ChatGPT were in high school, it would get detention for citing these sources. Just saying.
Sponsored by Pacaso
When the founder who sold his last company to Zillow for $120M starts a new venture, people notice. Thatβs why the same VC firms that backed Uber, Venmo, and eBay also invested in Pacaso.
Disrupting the real estate industry once again, Pacasoβs streamlined platform offers co-ownership of premier properties, revamping the $1.3T vacation home market.
And it works. By handing keys to 2,000+ happy homeowners, Pacaso has already made $110M+ in gross profits in their operating history.
Now, after 41% YoY gross profit growth last year alone, they recently reserved the Nasdaq ticker PCSO.
And you can join them as an early-stage investor for just $2.90/share.Β
Just donβt wait. Pacasoβs opportunity officially ends September 18.
1. Stocks: all-time high
2. Home Prices: all-time high
3. Bitcoin: all-time high
4. Gold: all-time high
5. Money Supply: all-time high
6. National Debt: all-time high
7. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target"
8. Fed: cutting interest rates next weekβ #Charlie Bilello (#@charliebilello)
8:59 PM β’ Sep 11, 2025
A live look at the high-flying US economy.
Is the market still getting ready for takeoff? Or is its engine about to blow out at cruising altitude? Only time will tell.
You hate to see it, but 996 is real.
SF-based employees are increasingly working on Saturdays as seen in corporate card spend on restaurant, takeout, and delivery. @tryramp data shows
β #Ara Kharazian (#@arakharazian)
3:23 PM β’ Sep 8, 2025
9-9-6 is the new 9-5.
Silicon Valley tech bros are reportedly grinding from 9 AM to 9 PM, 6 days a week.
Watch out, Waymo $GOOGL ( β² 0.18% ). If robotaxi growth is slow, it might just be because no one in the target market has any reason to leave the officeβ¦
QUESTION
This company just announced plans to acquire Warner Bros. Discovery, a move that could shake up the media industry.
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