EA’s $50B Shock, Latino GDP Power and OpenAI Slew of Deals

Money Masters' Market Kickoff Week 40

September 29, 2025

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Dear Money Master,

Major news to start the week. Inflation cooled just enough in August with the Fed’s preferred PCE measure at 2.7% headline and 2.9% core, keeping interest rate cuts firmly on the horizon. At the same time, a new report showed Latino immigrants contributed $1.6 trillion to U.S. GDP in 2023, underscoring their role as a powerhouse of growth even as immigration debates heat up.

In tech, the AI gold rush is accelerating. OpenAI secured a staggering $100 billion deal from Nvidia, adding to its web of multi-billion-dollar deals with Oracle and SoftBank. Not to be outdone, Anthropic announced a global hiring spree, with nearly 80% of its usage now outside the U.S. Meanwhile, Checkout.com slashed its valuation from $40B to $12B in an employee share buyback, a sharp reminder of how fintech’s boom has cooled.

On the corporate front, Electronic Arts is nearing a $50B leveraged buyout, set to become the largest in Wall Street history. Earnings season also delivered surprises: BlackBerry posted a profit with $13.3M net income, TD SYNNEX hit record Q3 revenues of $15.7B, and Accenture booked $80.6B in annual deals, with nearly $6B tied to AI.

But not all sectors are thriving. A new Cushman & Wakefield report shows mall vacancy rates rising to 5.8%, signaling that America’s once-iconic retail hubs are in structural decline, pressured by e-commerce, bankruptcies, and shifting consumer behavior. 🌍💼

📰 Your Daily Financial Digest - September 29th, 2025

🌍 Economics & Finance:

  1. Inflation Stays on Track with Fed Outlook 📊
    The PCE price index rose 0.3% in August, pushing annual inflation to 2.7%. Core PCE, the Fed’s key measure, held at 2.9%, supporting expectations for upcoming rate cuts. Spending and income also outperformed forecasts. Read More

  2. Latino Immigrants Drive $1.6 Trillion in U.S. GDP 💵
    A report shows U.S. Latinos contributed $1.6 trillion to GDP in 2023, up 50% from 2015. California alone accounted for $989 billion, with its Latino GDP set to top $1 trillion by 2025. Read More

  3. Mall Vacancies Hit 5.8% as Retail Closures Mount 🏬
    U.S. shopping center vacancy rates rose for a second quarter, with closures and tenant cost pressures weighing on rents. Cushman & Wakefield warns rent growth may stay muted in coming quarters. Read More

💻 Technology:

  1. Electronic Arts Nears $50B Buyout in Historic LBO 🎮
    EA shares surged after reports of a leveraged buyout backed by Saudi Arabia’s PIF, Silver Lake, and Affinity Partners. If completed, it would be Wall Street’s largest-ever LBO. Read More

  2. OpenAI Nets Billions from Deals with Nvidia, Oracle, & SoftBank🤖
    OpenAI secured deals from Nvidia, Oracle, SoftBank, and CoreWeave, pushing its commitments into the hundreds of billions. Analysts say its infrastructure web could reshape AI markets. Read More

  3. Anthropic Plans Global Hiring Spree as Demand Surges 🌍
    Claude’s maker will triple international headcount and boost its applied AI team fivefold in 2025. Nearly 80% of usage now comes from outside the U.S. Read More

  4. Checkout.com Slashes Valuation to $12B in Employee Buyback 💳
    The fintech will repurchase staff shares at $12B valuation, down sharply from its $40B peak in 2022. The move offers liquidity as the company adapts to fintech’s cooling market. Read More

💹Earnings:

  1. Accenture Reports $80.6B in Annual Bookings, AI Surges 🚀
    The consulting giant posted $69.7B in annual revenue, up 7%, with $5.9B tied to generative AI. Free cash flow for the year hit $10.9B, while Q4 bookings reached $21.3B. Read More

  2. BlackBerry Swings to Profit with $13.3M Net Income 📈
    The company beat expectations, delivering adjusted EBITDA of $25.9M and positive operating cash flow of $3.4M. It also repurchased $20M in shares, marking another quarter of GAAP profitability. Read More

  3. TD SYNNEX Posts Record Q3 Revenue of $15.7B 💻
    Revenue jumped 6.6% YoY while non-GAAP gross billings rose 12.1% to $22.7B. EPS came in at $2.74 GAAP, $3.58 non-GAAP, beating guidance. The distributor returned $210M to shareholders. Read More

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