Stock Market Feed

S&P 500 HITS INTRADAY RECORD HIGH, LAST UP 0.6%

SPOT SILVER HITS RECORD HIGH AT $49.54 PER OUNCE

SPOT SILVER UP 3% TO $49.26/OZ

Senior American official: "We are optimistic about reaching an agreement on Gaza soon. The negotiations have reached a critical stage"

FORMER FBI DIRECTOR JAMES COMEY PLEADS NOT GUILTY IN FIRST COURT APPEARANCE - ABC NEWS

NVIDIA SHARES RISE 2.2%

EU-U.S. TRADE DEAL STILL UNCERTAIN Moody's Analytics warns the new EU-U.S. trade deal isn’t the end of tensions. The July agreement set a 15% U.S. tariff on EU imports in exchange for more European purchases of U.S. goods. Analysts say unmet pledges or policy shifts could

$KO - COCA-COLA TO INTRODUCE MINI 7.5-OUNCE CANS IN US CONVENIENCE STORES

SPOT PALLADIUM RISES NEARLY 6% TO $1,421.45/OZ

$TSLA - WEDBUSH: TESLA’S CHEAPER MODELS KEY TO 500K DELIVERY GOAL Wedbush said Tesla’s new lower-cost Tesla Model 3 ($37K) and Tesla Model Y ($40K) are a first step toward regaining a 500K quarterly delivery run rate. The firm sees the move as critical ahead of the EV tax

$TSLA - STIFEL RAISES TESLA TARGET TO $483 ON FSD, ROBOTAXI PROGRESS Stifel lifted its Tesla price target to $483 from $440, citing growing confidence in its Full Self-Driving and Robotaxi efforts. The firm expects Unsupervised FSD in the U.S. by late 2025 and sees strong

$NVDA - NVIDIA CEO HUANG: DEMAND FOR BLACKWELL IS 'REALLY, REALLY' HIGH

NVIDIA CEO SAYS PRESIDENT DONALD TRUMP'S IMMIGRATION STRATEGY ON H-1B VISAS ENABLES NVIDIA TO CONTINUE TO ATTRACT THE WORLD'S BEST TALENT AND ENABLE THEM TO COME TO THE U.S.

$NVDA - NVIDIA CEO: IMMIGRATION IS THE FOUNDATION OF THE AMERICAN DREAM

$NVDA - NVIDIA CEO: US IS OVERALL 'NOT FAR AHEAD' OF CHINA ON AI

TRUMP: 'CHICAGO MAYOR SHOULD BE IN JAIL FOR FAILING TO PROTECT ICE OFFICERS! GOVERNOR PRITZKER ALSO!'

$NVDA - NVIDIA CEO: WE'RE ALWAYS LOOKING FOR STARTUPS TO INVEST IN

$NVDA - NVIDIA CEO JENSEN HUANG SAYS WANT TO BE PART OF ALMOST EVERYTHING MUSK IS INVOLVED IN

$NVDA - NVIDIA CEO SAYS ALREADY AN INVESTOR IN ELON MUSK'S XAI

$NVDA - NVIDIA CEO SAYS "SUPER EXCITED ABOUT THE FINANCING" BEING DONE BY ELON MUSK'S STARTUP XAI

$NVDA - NVIDIA CEO ASKED ABOUT HOW OPENAI WILL FUND DEAL WITH NVIDIA SAYS OPENAI DOESN'T "HAVE THE MONEY YET" AND WILL RAISE THROUGH REVENUES AND EQUITY OR DEBT

$NVDA - NVIDIA CEO SAYS DID NOT KNOW ABOUT OPENAI'S DEAL WITH AMD PRIOR TO ITS PUBLIC ANNOUNCEMENT - CNBC INTERVIEW

17% OF AMERICANS ARE DELAYING A MAJOR PURCHASE LIKE A HOME OR CAR DUE TO GOVERNMENT SHUTDOWN

SPOT SILVER CLIMBS TO $49/OZ, FIRST TIME SINCE APRIL 2011

Steve Witkoff and Jared Kushner say they will not leave Egypt until Hamas releases all the hostages

WELLS FARGO RAISES U.S. GROWTH OUTLOOK, SEES MORE FED CUTS Wells Fargo lifted its U.S. growth forecast and now expects two more interest rate cuts from the Federal Reserve in early 2026. The bank projects GDP growth of 2.0% in 2025 and 2.3% in 2026, boosted by strong consumer

GOLDMAN SACHS: NO STOCK BUBBLE YET Goldman Sachs says the market shows some bubble-like signs but remains driven by strong fundamentals. Tech valuations are high, but leading firms are financially solid, and the AI sector is still concentrated among major players. The bank

RUSSIA'S RYABKOV: RUSSIA WILL RESPOND IN KIND IF ANY COUNTRY CONDUCTS A NUCLEAR TEST

83% OF AMERICANS SAY MILITARY SHOULD REMAIN POLITICALLY NEUTRAL - POLL FINDS

58% OF AMERICANS SAY PRESIDENT SHOULD SEND TROOPS ONLY TO FACE EXTERNAL THREATS - POLL FINDS

$TSLA - TESLA SHARES ADD TO LOSSES, LAST DOWN 3% AFTER UNVEILING OF LOWER-COST MODEL Y CAR

$GM - U.S. ENERGY DEPARTMENT CONSIDERING REVOKING NEARLY $1.1 BILLION IN GRANTS FOR GM, STELLANTIS FOR AUTO PLANT RETOOLING -DOCUMENT

$TSLA - TESLA UNVEILS $37,990 MODEL Y TO COUNTER LOSS OF US TAX CREDITS

$TSLA - TESLA SHARES LOSE SOME GROUND WITH VOLUME PICKING UP AS IT RELEASES CAR MODEL DETAILS, LAST DOWN 2.2%

$TSLA - TESLA WEBSITE SHOWS STANDARD REAR-WHEEL DRIVE MODEL 3 IN THE US PRICED AT $36,990

$TSLA - TESLA: STANDARD MODEL Y INTERIOR DOES NOT HAVE CUSTOMIZABLE WRAPAROUND AMBIENT LIGHTING, HAS CLOSED GLASS ROOF - WEBSITE

$TSLA - TESLA WEBSITE SHOWS STANDARD REAR-WHEEL DRIVE MODEL Y RANGE 321 MILES (EPA EST.)

$TSLA - TESLA WEBSITE SHOWS STANDARD REAR-WHEEL DRIVE MODEL Y IN THE US PRICED AT $39,990

TRUMP ADMINISTRATION IS CONSIDERING CANCELLING AN ADDITIONAL $12 BILLION IN FUNDING FOR CLEAN ENERGY PROJECTS BEYOND- SEMAFOR

DIMON: GOVERNMENT SHUTDOWN WON’T HURT MARKETS JPMorgan CEO Jamie Dimon called the U.S. government shutdown “a bad idea” but said it’s unlikely to derail the stock market long term.

$NVDA - NVIDIA CEO JENSEN HUANG SAYS NVIDIA WILL CONTINUE TO SPONSOR H-1B VISAS - BUSINESS INSIDER

TRUMP: WILL TELL YOU ABOUT JOBS TO BE ELIMINATED IN FOUR OR FIVE DAYS

TRUMP: I DON'T KNOW WHO TO SPEAK TO WITH THE DEMOCRATS, THEY HAVE NO LEADER

TRUMP: LOT OF THINGS WE WILL ELIMINATE DUE TO SHUTDOWN

TRUMP: SCHUMER IS INCAPABLE OF MAKING A DEAL TO END SHUTDOWN

TRUMP: AOC IS NOT IN THE POSITION TO NEGOTIATE

TRUMP: DEMOCRATS HAVE NOTHING TO LOSE, THEY HAVE NO LEADER

TRUMP: WILL MEET XI IN A FEW WEEKS IN SOUTH KOREA

TRUMP: FENTANYL CRISIS WITH CANADA IS NOT OVER, I DON'T THINK IT EVER WILL BE OVER

TRUMP: WILL HAVE TARIFFS WITH CANADA

TRUMP: I THINK CANADA WILL BE VERY HAPPY ON TARIFFS

TRUMP: WORKING CLOSELY WITH CANADA ON GOLDEN DOME

TRUMP: IF THE CHICAGO CAN'T SORT IT OUT, WE WILL

BMW CUTS 2025 VIEW

GOVERNMENT SHUTDOWN COULD DISRUPT SUPPLY CHAINS A short shutdown may have little impact, but a prolonged one could slow U.S. supply chains, Oxford Economics warns. Past shutdowns, like in 2018–19, increased Port of Los Angeles dwell times by 15–20%. Goods needing extra

TRUMP: AMERICANS DON'T WANT TO BUY CARS MADE IN CANADA

TRUMP: WE HAVE MADE COMPROMISES TO CANADA EVEN ON STEEL

TRUMP ON WHETHER FURLOUGHED WORKERS DESERVING BACKPAY: IT DEPENDS ON WHO WE ARE TALKING ABOUT

DIMON: CONSUMERS OK NOW BUT RECESSION 'COULD HAPPEN' IN 2026

DIMON: JPMORGAN SPENDS $2B A YEAR ON ARTIFICIAL INTELLIGENCE

KASHKARI: SKEPTICAL THAT A LOT OF WORKERS ARE BEING REPLACED BY AI NOW

KASHKARI: TOO SOON SO KNOW IF INFLATION WILL BE STICKY FROM TARIFFS

FED'S KASHKARI: THE DATA SENDING SOME STAGFLATION SIGNALS

HAMAS CALLS FOR GUARANTEES FOR END TO ISRAELI ATTACKS: ALQAHERA

GOLD’S SURGE SIGNALS WANING CONFIDENCE IN DOLLAR ASSETS Gold topping $4,000 an ounce reflects growing unease with U.S. assets, says FolioBeyond’s Dean Smith. Investors are seeking safe havens beyond the dollar and Treasurys, hedging against long-term uncertainty. “Global markets

EU SETS OUT PLAN TO CUT STEEL IMPORT QUOTAS, IMPOSE 50% LEVY EU: PLAN IS TO LIMIT TARIFF-FREE STEEL IMPORT VOLUMES TO 18.3 MILLION TONS A YEAR EU: THIS IS 47% REDUCTION COMPARED TO 2024 STEEL QUOTAS EU: PLAN IS TO DOUBLE LEVEL OF OUT-OF-QUOTA DUTY TO 50%

FED'S MIRAN: IT IS HARD TO IDENTIFY ASSET BUBBLES

$ORCL - ORACLE LOST NEARLY $100 MILLION FROM RENTALS OF BLACKWELL CHIPS IN MOST RECENT QUARTER - THE INFORMATION

*MIRAN: MY BEST ATTEMPT AT REAL NEUTRAL RATE ESTIMATE IS 0.5%

$ORCL - INTERNAL ORACLE DATA SHOW FINANCIAL CHALLENGE OF RENTING OUT NVIDIA CHIPS

NY FED: SEPTEMBER YEAR-AHEAD EXPECTED FOOD PRICE RISE HIGHEST SINCE MARCH 2023

NY FED: SEPTEMBER ONE-YEAR AHEAD EXPECTED INFLATION 3.4% VS. AUGUST’S 3.2% NY FED: SEPTEMBER THREE-YEAR AHEAD EXPECTED INFLATION UNCHANGED AT 3% NY FED: SEPTEMBER FIVE-YEAR AHEAD EXPECTED INFLATION 3% VS. AUGUST’S 2.9%

FED'S MIRAN: GROWTH IN FIRST HALF OF YEAR WAS SLOWER THAN EXPECTED AMID UNCERTAINTY

PENTAGON NOMINEE SAYS THERE ARE A LOT OF THINGS TAIWAN CAN AND MUST DO URGENTLY TO PREPARE FOR A POTENTIAL INVASION SCENARIO

*BOSTIC: TURBULENCE LEADING FIRMS, HOUSEHOLDS TO BE CAUTIOUS

BITCOIN AND GOLD COULD SIT ON CENTRAL BANK BALANCE SHEETS BY 2030: DEUTSCHE BANK Deutsche Bank expects both Bitcoin and gold to become part of central bank reserves by 2030, as a weaker dollar and rising geopolitical risks reshape global finance. In its report “Gold’s Reign,

TRADERS SEEK YUAN PAYMENT FROM INDIAN STATE BUYERS OF RUSSIAN OIL, SOURCES SAY Traders offering Russian oil have begun asking Indian state refiners to pay in Chinese yuan, taking recent signs of improving relations between New Delhi and Beijing as a chance to simplify deals with

🚨 TRADERS SELLING RUSSIAN OIL RECENTLY BEGAN SEEKING PAYMENT IN CHINESE YUAN FROM INDIAN STATE REFINERS, SOURCES SAY

$BA - BOEING SET TO WIN CONDITIONAL EU ANTITRUST APPROVAL FOR $4.7 BILLION ACQUISITION OF SPIRIT AEROSYSTEMS, SOURCES SAY

$NOC $LMT $BA - PENTAGON'S HEGSETH OKAYS US NAVY NEXT-GENERATION FIGHTER, SOURCES SAY After months of delay, the Pentagon will select as soon as this week the defense company to design and build the Navy's next stealth fighter, a U.S. official and two people familiar with the

JOHNSON: TRUMP ALSO WANTS FURLOUGHED WORKERS TO RECEIVE BACKPAY

JOHNSON: HOPE FURLOUGHED WORKERS RECEIVE BACKPAY

*JOHNSON: SOME LEGAL ANAYLYSTS DON'T BELIEVE IN SHUTDOWN BACKPAY

$F - FORD SHARES FALL 4.4% AFTER WSJ REPORTS FIRE AT CO'S SUPPLIER SET TO DISRUPT BUSINESS FOR MONTHS

S&P 500 HITS INTRADAY RECORD HIGH, LAST UP 0.2%

S&P GLOBAL TO LAUNCH INNOVATIVE CRYPTO ECOSYSTEM INDEX, A NEW WAY TO COMBINE CRYPTOCURRENCIES AND CRYPTO-LINKED EQUITIES

WTO SAYS 'FULL IMPACT' OF TRUMP TARIFFS MAY HIT NEXT YEAR WTO PREDICTS SHARP SLOWDOWN IN GOODS TRADE GROWTH NEXT YEAR

SILVER PRICE NOW RISING AT FASTER PACE THAN GOLD -- ANALYSIS SILVER AND PLATINUM RALLY LOOKS TO HAVE FURTHER TO RUN PLATINUM PRICE COULD GAIN BY NEARLY A THIRD IN COMING MONTHS, ANALYSTS SAY

WTO SEES GLOBAL GOODS TRADE RISING 0.5% IN 2026, HAD SEEN 1.8% RISE

$TSLA - TESLA SHARES SLIP 1.1% PREMARKET AHEAD OF TUESDAY'S EVENT

GOLDMAN SACHS: GOLD COULD REACH $4,900 BY LATE 2026 Goldman Sachs expects gold to hit $4,900 per ounce by December 2026, driven by continued central bank buying and rising ETF demand. Analysts Lina Thomas and Daan Struyven say emerging-market banks will keep diversifying

US GOLD FUTURES HITS $4000/OZ FOR THE FIRST TIME

CENTRAL BANKS MAY HOLD BITCOIN BY 2030: DEUTSCHE BANK Deutsche Bank economists say Bitcoin could join gold on central bank balance sheets by 2030 as its role as a reserve asset strengthens. They cite growing legitimacy, deeper liquidity, and clearer regulation. Although

HAMAS OFFICIAL SAYS THE GROUP WAS SERIOUS IN REACHING A GAZA CEASEFIRE DEAL BASED ON TRUMP'S PLAN

BUILDING COLLAPSES IN CENTRAL MADRID, EL PAIS NEWSPAPER REPORTS

TESLA'S PLANT MANAGER IN BERLIN SAID THAT THE NEW STRIPPED-DOWN MODEL Y WILL BE "ABOUT 10% LESS EXPENSIVE" - ELECTREK EDITOR ON X

TRUMP: THEY SHOULD OPEN GOVERNMENT TONIGHT

U.S. SENATE REJECTS REPUBLICAN GOVERNMENT FUNDING BILL; NO CLEAR PATH TO ENDING SHUTDOWN

REPUBLICAN BILL TO END U.S. GOVERNMENT SHUTDOWN FAILING TO WIN ENOUGH VOTES TO PASS IN SENATE

CLASSIFIED JUSTICE DEPARTMENT OPINION AUTHORIZES STRIKES ON SECRET LIST OF CARTELS -CNN

SCHUMER: DEMOCRATS WILL BE AT THE TABLE' IF TRUMP IS READY TO WORK WITH DEMOCRATS ON ENDING GOVERNMENT SHUTDOWN AND 'GET SOMETHING DONE ON HEALTHCARE FOR AMERICAN FAMILIES

SCHUMER SAYS TRUMP IS NOT YET NEGOTIATING WITH U.S. CONGRESS DEMOCRATIC LEADERS

Trump: Sean Combs asked for a pardon

Trump: I'm not looking to see escalation on Russia-Ukraine

Trump: Have made a decision on sending tomahawk missiles to Ukraine, but i want to make sure what they are doing with them first

TRUMP ON GHISLAINE MAXWELL PARDON: WOULD HAVE TO SPEAK WITH JUSTICE DEPARTMENT

TRUMP ON GHISLAINE MAXWELL PARDON: WOULD HAVE TO TAKE A LOOK AT IT

Trump: Our grid is old and tired

TRUMP SAYS EXPECTS GAZA DEAL SOON

TRUMP ON CONDITIONS FOR INVOKING ACT: IF PEOPLE WERE BEING KILLED, AND COURTS AND LOCAL OFFICIALS WERE HOLDING US UP

Trump: I'd invoke insurrection act if i had to do it

TRUMP SAYS WOULD MAKE A DEAL ON AFFORDABLE CARE ACT SUBSIDIES

TRUMP SAYS NEGOTIATIONS GOING ON WITH DEMOCRATS

TRUMP SAYS LAYOFFS COULD BE TRIGGERED IF SENATE VOTE ON SHUTDOWN FAILS

TRUMP: HAMAS HAS BEEN AGREEING TO THINGS THAT ARE VERY IMPORTANT

TRUMP: I HAVE RED LINES ON GAZA, IF CERTAIN THINGS ARE NOT MET I WILL NOT DO THE DEAL

TRUMP: NOT TRUE I TOLD NETANYAHU TO BE MORE POSITIVE

TRUMP SIGNS EXECUTIVE ORDER TO CONSTRUCT ACCESS ROAD TO AMBLER MINING DISTRICT IN ALASKA

*APPLOVIN HAS BEEN PROBED BY SEC OVER DATA-COLLECTION PRACTICES $APP

$APP downside watch

Sam’s Club Members Now Get Free Same-Day Delivery of Refrigerated Medications, Including GLP-1s; Walmart Says GLP-1s Available at Significant Discounts and Plus Members Can Access 600+ Medications for $10 or Less $NVO $WMT $COST $HIMS

*TRUMP: ALL MEDIUM AND HEAVY DUTY TRUCKS WILL BE TARIFFED AT 25% *TRUMP: TRUCK TARIFFS TO BEGIN NOV 1ST, 2025

WHITE HOUSE: TARIFF REBATES AN IDEA DISCUSSED, NO DECISION MADE

$HUBS

WHITE HOUSE: HUNDREDS OF THOUSANDS OF FEDERAL WORKERS HAVE BEEN FURLOUGHED

BITCOIN RISES TO RECORD HIGH OF $125,800

WHITE HOUSE: TRUMP READY TO SIGN BILL TO REOPEN GOVERNMENT AS SOON AS ITS SENT TO HIS DESK

WHITE HOUSE: DEMOCRATS CONTINUE TO PLAY POLITICAL GAMES

WHITE HOUSE: IF THE DEMOCRATS DO NOT OPEN GOVT TONIGHT, WORKERS WILL NOT GET THEIR NEXT PAYCHECKS

$FIG on watch

NASDAQ HITS INTRADAY RECORD HIGH, LAST UP 0.7%

FRANCE'S MACRON HAS ASKED OUTGOING PM LECORNU TO HOLD FINAL TALKS WITH POLITICAL PARTIES TO STABILIZE COUNTRY -ELYSEE

INDIRECT TALKS BETWEEN ISRAELI-PALESTINIAN NEGOTIATORS ON GAZA BEGIN IN EGYPT - EGYPTIAN STATE-AFFILIATED AL QAHERA NEWS TV

JOHNSON: NOTHING TO NEGOTIATE ON STOPGAP BILL

TRUMP CONGRATULATES FIRST FEMALE PRIME MINISTER OF JAPAN

VIDEOCONFERENCE BETWEEN LULA, TRUMP TAKING PLACE AT THIS MOMENT - LOCAL MEDIA REPORT

CRYPTO STOCKS RISE AS BITCOIN HOVERS NEAR ALL-TIME HIGH

$AMD - BARCLAYS RAISES AMD PRICE TARGET TO $300 FROM $200 Barclays analyst Tom O'Malley raised AMD’s price target to $300 from $200, keeping an Overweight rating. He said the OpenAI deal, including warrants tied to stock milestones, could add ~$4.5B per quarter by 2026,

MISSING SEPTEMBER DATA SEEN AS BENIGN Goldman Sachs economists say the delayed September jobs and inflation reports, postponed by the government shutdown, likely hold no surprises. They estimate the economy added ~80,000 jobs and CPI rose 0.26% in September, a slowdown from

$AMD - *AMD SOARS 38% ON OPENAI DEAL, ADDING $101 BILLION IN VALUE

$TSLA - TESLA SHARES UP 2.7% AFTER CO TEASES TUESDAY EVENT

U.S. SUPREME COURT DECLINES TO HEAR APPEAL BY JEFFREY EPSTEIN ASSOCIATE GHISLAINE MAXWELL OF HER CRIMINAL CONVICTION IN SEX TRAFFICKING CASE

$NVDA - GOLDMAN SACHS RAISES NVIDIA PRICE TARGET TO $210 Goldman Sachs lifted Nvidia’s 12-month target to $210, keeping a Buy rating, citing stronger earnings and strategic AI investments, including its OpenAI partnership. While some “circular revenue” from equity deals could

PAUL TUDOR JONES SEES ‘MASSIVE RALLY’ BEFORE BULL MARKET PEAKS Paul Tudor Jones told CNBC that stocks could surge sharply before a “blow-off” top, comparing today’s setup to 1999’s tech bubble. He cited an unprecedented mix of a 6% U.S. deficit and a Fed easing cycle, unlike

PAUL TUDOR JONES SAYS MARKETS FELL EXACTLY LIKE 1999

EVERCORE: S&P 500 COULD HIT 9,000 BY 2026 IN ‘BUBBLE’ SCENARIO Evercore ISI’s Julian Emanuel says the S&P 500 could reach 9,000 by 2026 under a bubble scenario, up from the firm’s base target of 7,750. The probability of such a scenario has been raised to 30%, supported by signs

BESSENT TO REMAIN AS IRS COMMISSIONER AFTER FILLING ROLE ON TEMPORARY BASIS

$AMD - AMD CEO SAYS UNDER OPENAI DEAL TO TAKE STAKE IN AMD ALSO DIRECTLY TIED TO INCREASING AMD STOCK PRICE MILESTONES, WITH THE FINAL TRANCHE VESTING AT A PRICE OF $600 PER SHARE.

U.S. INFLATION WORRIES HIT LOWEST SINCE EARLY 2022 — MORGAN STANLEY Consumer concerns about inflation have fallen to a nearly three-year low, Morgan Stanley’s latest survey shows. 56% of respondents cited inflation as their top worry, down from 60% in August and 63% a year ago.

$AMD - AMD CEO SAYS EXPECT DEAL WITH OPENAI TO BE HIGHLY ACCRETIVE TO REVENUE GROWTH AND EARNINGS- CONF CALL

ADOBE ANALYTICS: EXPECTS US ONLINE SALES TO HIT $253.4 BLN THIS HOLIDAY SEASON (NOV 1 -DEC 31), UP 5.3% YOY ADOBE ANALYTICS: EXPECTS CYBER MONDAY SALES $14.2 BLN, UP 6.3% YOY

TRUMP: STOCK MARKETS CONTINUALLY HIT RECORD HIGHS

$NVDA - KEYBANC SEES MORE UPSIDE FOR NVIDIA ON STRONG AI DEMAND KeyBanc’s John Vinh reiterated an Overweight rating and $250 price target on NVIDIA, expecting stronger results and guidance driven by robust hyperscaler demand and the GB200/300 ramp. The firm sees rack shipments

YARDENI LIFTS S&P 500 TARGET TO 7,000 ON ECONOMIC STRENGTH Yardeni Research raised its year-end S&P 500 target to 7,000, citing a resilient U.S. economy and improved sentiment after Trump’s trade resolution. The firm said the V-shaped rebound since April reflects reduced

CAN ANYTHING STOP GOLD’S RALLY? Bank of America warns gold’s surge may cool as it nears $4,000/oz. The metal has risen seven weeks straight, a streak that has always led to short-term pullbacks since 1983. Gold now trades well above key moving averages, and momentum indicators

UKRAINE, US PREPARE DEAL TO SHARE DRONE TECH FOR ARMS: SEMAFOR

*AMD SHARES JUMP 16% ON CHIP DEAL WITH OPENAI

AMD TO SUPPLY OPENAI WITH HUNDREDS OF THOUSANDS OF AI CHIPS IN FOUR-YEAR DEAL

*OPENAI SIGNS AMD CHIPS DEAL WORTH TENS OF BILLIONS OF DOLLARS

NIKKEI HITS RECORD AS YEN FALLS AFTER TAKAICHI’S VICTORY Japan’s Nikkei 225 surged past 47,000 for the first time Monday, while the yen weakened after the ruling Liberal Democratic Party elected Sanae Takaichi as leader. The 64-year-old conservative, poised to become Japan’s

SPOT GOLD RISES 1% TO FRESH RECORD HIGH OF $3,924.39/OZ

*TRUMP SAYS HAMAS READY FOR PEACE, TELLS ISRAEL TO STOP BOMBING

TRUMP: WE ARE ALREADY IN DISCUSSIONS ON DETAILS TO BE WORKED OUT

TRUMP: . ISRAEL MUST IMMEDIATELY STOP BOMBING OF GAZA

HAMAS OFFICIAL SAYS GROUP WILL NOT DISARM BEFORE THE ISRAELI 'OCCUPATION' ENDS

SENIOR HAMAS OFFICIAL TO AL JAZEERA: HANDING OVER HOSTAGES HELD IN GAZA WITHIN 72 HOURS IS 'THEORETICAL AND UNREALISTIC'

*HAMAS SAYS AGREES TO RELEASE ALL ISRAELI HOSTAGES: STATEMENT

HAMAS SAYS IT AFFIRMS ITS READINESS TO IMMEDIATELY ENGAGE IN NEGOTIATIONS THROUGH MEDIATORS TO DISCUSS DETAILS OF THIS MATTER

HAMAS SAYS IT AGREES TO RELEASE ALL ISRAELI HOSTAGES, ALIVE OR BODIES, UNDER TRUMP’S GAZA PROPOSAL – STATEMENT

Trump Considering Significant Tariff Relief for U.S. Auto Production; GM, Tesla, Toyota, and Ford Could Benefit, Senator Moreno Says $GM $TSLA $TM $F

TRUMP CONSIDERING SIGNIFICANT TARIFF RELIEF FOR U.S. AUTO PRODUCTION, REPUBLICAN SENATOR MORENO SAYS

DEMOCRATIC BILL TO END U.S. GOVERNMENT SHUTDOWN FAILING TO WIN ENOUGH VOTES TO PASS IN SENATE; VOTING CONTINUES

WHITE HOUSE: TRUMP HAS DIRECTED TEAM TO REVIEW AID THAT CAN BE CUT FROM PORTLAND

WHITE HOUSE ON GOVT SHUTDOWN: DEMOCRATS CONTINUE TO HOLD PEOPLE OF U.S. HOSTAGE

TRUMP: REVERSED CUTS MADE TO HOMELAND SECURITY AND COUNTERTERRORISM FOR NEW YORK CITY AND STATE

OPEC+ SET FOR ANOTHER OIL OUTPUT HIKE ON SUNDAY, SIZE STILL UNCLEAR, SOURCES SAY

CHINA FLOATED A FIGURE OF $1 TRILLION EARLIER THIS YEAR, BUT SIZE OF POTENTIAL INVESTMENT IN US BEING DISCUSSED NOW IS UNCLEAR

CHINA DANGLED PROSPECT OF A MASSIVE INVESTMENT PACKAGE IN US AS PART OF PROPOSAL

CHINA PUSHES TRUMP TO DROP CURBS AS IT DANGLES INVESTMENT China is pushing to roll back restrictions on Chinese deals in the US, dangling the prospect of massive investment package. The demands include lowering tariffs on inputs used by any Chinese factories built in the US as

CHINA PUSHES TRUMP TO DROP CURBS AS IT DANGLES INVESTMENT

Amazon Devices VP and CEO Advisory Team Member Rob Williams to Step Down at Year-End, Memo Says $AMZN

FREIGHT RECESSION SHOWS NO END IN SIGHT The trucking and freight industry has been in a prolonged downturn for three years, with little sign of recovery, say Stifel analysts. Weak consumer spending, housing, and industrial activity continue to suppress demand. Carriers and

RIVIAN PLANS EV DOOR REDESIGN TO ADDRESS SAFETY CONCERNS-BLOOMBERG $RIVN

$FGNX - FG NEXUS TO TOKENIZE SHARES ON ETHEREUM FG Nexus is partnering with Securitize to tokenize its Nasdaq-listed stock on Ethereum, starting with common shares and later dividend-paying preferred equity (FGNXP) — a U.S. first. The company says Ethereum offers scale,

JOHNSON: HOPE HAMAS' LEADERRS 'COME TO THEIR SENSES

*TRUMP SAYS HAMAS MUST AGREE TO DEAL BY SUNDAY 6PM EASTERN TIME

TRUMP ON TRUTH SOCIAL: HAMAS HAS BEEN A RUTHLESS AND VIOLENT THREAT, FOR MANY YEARS, IN THE MIDDLE EAST

TRUMP: FOR HAMAS, HOWEVER, THEY WILL BE GIVEN ONE LAST CHANCE TRUMP: THIS DEAL ALSO SPARES LIVES OF ALL REMAINING HAMAS FIGHTERS

🚨🚨 TRUMP: AN AGREEMENT MUST BE REACHED WITH HAMAS BY SUNDAY EVENING AT SIX (6) P.M., WASHINGTON, D.C. TIME

🚨 TRUMP: IF THIS LAST CHANCE AGREEMENT IS NOT REACHED, ALL HELL, LIKE NO ONE HAS EVER SEEN BEFORE, WILL BREAK OUT AGAINST HAMAS.

*US SEPT. ISM SERVICES PMI FALLS TO 50 FROM 52; EST. 51.7 *US ISM SERVICES BUSINESS ACTIVITY AT 49.9, LOWEST SINCE 2020

GOLDMAN’S SOLOMON WARNS OF MARKET PULLBACK Goldman Sachs CEO David Solomon said he expects a stock market “drawdown” within the next year or two, noting the current rally isn’t surprising given past cycles. He compared today’s tech boom to the internet era, where many firms

*US S&P SEPT. COMPOSITE PMI AT 53.9 VS 53.6 PRIOR *US S&P SEPT. SERVICES PMI AT 54.2 VS 53.9 PRIOR

*MIRAN: I DON'T THINK NEUTRAL RATE IS ZERO

US S&P 500, NASDAQ INDEXES HIT INTRADAY RECORD HIGHS

FED'S MIRAN: ACCESS TO DATA IS IMPORTANT TO MAKING POLICY FED'S MIRAN: HOPEFUL FED WILL HAVE NEEDED DATA BY NEXT FOMC

BITCOIN POISED FOR NEW HIGH, SAYS STANDARD CHARTERED Standard Chartered’s Geoff Kendrick says Bitcoin could hit a new record if the U.S. government shutdown drags on, noting its positive correlation with Treasury term premiums. StanChart forecasts Bitcoin at $135,000 soon and

BOFA GLOBAL RESEARCH PULLS FORWARD US FED RATE CUT FORECAST TO OCTOBER FROM DECEMBER THIS YEAR

$DKNG - SPRUCE POINT: HOLDS A MATERIAL SHORT POSITION IN DRAFTKINGS SPRUCE POINT: ESTIMATE SHARES OF DRAFTKINGS FACE UP TO 35% – 60% POTENTIAL LONG-TERM DOWNSIDE TO ABOUT $14.00 - $22.00 PER SHARE

$AAPL - APPLE SHARES DOWN 1.3% PREMARKET AFTER JEFFERIES DOWNGRADES TO UNDERPERFORM FROM HOLD

GOOLSBEE: THE LONGER WE GO WITHOUT THE OFFICIAL STATISTICS THE MORE BLIND WE WILL BE ABOUT WHAT'S GOING ON IN THE ECONOMY

GOOLSBEE: SEEING BOTH SIDES OF FED'S MANDATE DETERIORATE

GOOLSBEE: WARY OF FRONT-LOADING INTEREST-RATE CUTS

GOOLSBEE: LITTLE WARY ABOUT FRONT-LOADING TOO MANY RATE CUTS AND JUST COUNTING ON INFLATION GOING AWAY

CHICAGO FED ESTIMATES SEPT. UNEMPLOYMENT WOULD HAVE BEEN 4.3%

$TSLA: JP MORGAN RAISES TARGET PRICE TO $150.00 FROM $115.00

U.S. SEPTEMBER NONFARM PAYROLLS DUE 8:30 A.M. ET DELAYED DUE TO GOVERNMENT SHUTDOWN The Bureau of Labor Statistics said it won't release or collect any economic data during a government shutdown.

JEFFRIES REITERATES POSITION IS CANCEL CUTS, SAVE HEALTHCARE JEFFRIES: WE'LL SIT DOWN IN GOOD FAITH, WE NEED TO REOPEN GOVT

$AAPL - JEFFERIES DOWNGRADES APPLE TO UNDERPERFORM Jefferies analyst Edison Lee cut Apple from Hold to Underperform with a $205.16 price target. Lee said stronger demand for iPhone 17 is already priced in, while expectations for iPhone 18 and a foldable model are too high. He

$AAPL: JEFFERIES DOWNGRADES TO UNDERPERFORM FROM HOLD

$TSLA - TESLA'S NEW CAR SALES IN BRITAIN UP 0.11% YEAR-ON-YEAR TO 8,038 UNITS IN SEPT- NEW AUTOMOTIVE DATA

TRUMP ADMIN. FREEZES $2.1B IN CHICAGO INFRASTRUCTURE PROJECTS

🚨 HAMAS MULLING TRUMP PLAN, REJECTS 'TAKE IT OR LEAVE IT': NYT

TRUMP SAYS GULF ALLIES AIM TO PERSUE GAZA PLAN WITH OR WITHOUT HAMAS

*NVIDIA DEAL TO SEND AI CHIPS TO THE UAE STALLED: WSJ $NVDA

*TRUMP: YOU GROW YOURSELF OUT OF DEBT

TRUMP SAYS HE IS CONSIDERING TAXPAYER REBATES OF $1,000 TO $2,000 USING TARIFF MONEY

TRUMP SAYS THERE COULD BE FIRINGS AND PROJECT CUTS IF SHUTDOWN CONTINUES - OAN INTERVIEW

Hims & Hers Health Elevates Mike Chi To COO; Nader Kabbani To Transition Into Advisory Role On November 2 $HIMS

Rumble And Perplexity Form Strategic Partnership; AI Tools To Be Integrated Into Rumble. com, Bundled Subscription With Perplexity Pro To Launch $RUM

$RUM on watch

Boeing 777X Delayed to 2027, Company to Take Billions in Charges – Bloomberg $BA

PUTIN: SOME PEOPLE ARE PREPARING NUCLEAR TESTS - IF THEY DO A TEST, WE WOULD ALSO TEST

$K on watch

PUTIN: ON U.S. CALLS TO INDIA AND CHINA TO STOP BUYING RUSSIA'S ENERGY: IF HIGHER TARIFFS ARE INTRODUCED AGAINST RUSSIA'S TRADE PARTNERS, IT WOULD LEAD TO PRICES INCREASE AND WHICH WOULD FORCE THE FED TO KEEP THE RATE UP

SENATE REPUBLICAN LEADER THUNE: IT'S UNLIKELY THAT THE SENATE WILL HAVE VOTES OVER THE WEEKEND

PUTIN: I CALL ON UKRAINIANS TO FLEE THEIR ARMY

PUTIN: I DON'T KNOW IF TRUMP WAS IRONEOUS WHEN SAYING THAT RUSSIA IS A PAPER TIGER PUTIN: THEN DEAL WITH THE PAPER TIGER

PUTIN: IF RUSSIA IS A PAPER TIGER, THEN WHAT NATO IS?

PUTIN ON TRUMP'S PAPER TIGER COMMENTS: RUSSIA IS FIGHTING AGAINSG ALL THE NATO COUNTRIES

PUTIN: ALL THE NATO COUNTRIES ARE FIGHTING AGAINST RUSSIA IN UKRAINE PUTIN: THEY PROVIDING UKRAINE WITH INTELLIGENCE, WEAPONS, TRAINING PUTIN: THAT'S A SERIOUS CHALLEGE TO RUSSIA

PUTIN: I AM NOT AN EMPEROR, I AM AN ELECTED PRESIDENT

PUTIN: RUSSIA SEEKS FULL SCALE RESTORATION OF THE RELATIONS WITH U.S.

HUMANA SHARES UP 1.8% IN CHOPPY TRADING AFTER PRELIMINARY 2026 MEDICARE ADVANTAGE STAR RATINGS DATA $HUM $UNH

BITCOIN EXTENDS GAINS TO BEYOND $120,000

PUTIN: THE CONFLICT IN UKRAINE COULD HAVE BEEN AVOIDED IF TRUMP HAD BEEN PRESIDENT

PUTIN: RUSSIA SHOULD NOT BE PROVOKED, WEAKNESS IS UNACCEPTABLE

PUTIN: IT'S IMPOSSIBLE TO BELIEVE THAT RUSSIA WILL ATTACK NATO

KREMLIN SPOKESMAN PESKOV: WE ARE NOT CLOSER TO PEACE AFTER THE ALASKA SUMMIT KREMLIN SAYS MAIN FACTOR COMPLICATING PEACE IS EUROPE

SPOT GOLD FALLS NEARLY 1% TO $3,830/OZ

LOGAN: MUST NOT EASE TOO MUCH, ONLY TO HAVE TO REVERSE COURSE

LOGAN: WE NEED TO BE VERY CAUTIOUS ABOUT RATE CUTS

PERPLEXITY IS MAKING ITS $200-A-MONTH BROWSER FREE FOR EVERYONE - INSIDER

FED'S LOGAN: INFLATION IS RUNNING ABOVE TARGET, TRENDING HIGHER

WHITE HOUSE: TRUMP WANTS TO HEAR FROM HAMAS VERY SOON

WHITE HOUSE: LAYOFFS TO LIKELY BE IN THE THOUSANDS

WHITE HOUSE'S LEAVITT: WE HOPE AND EXPECT HAMAS TO APPROVE THIS PLAN

WHITE HOUSE: TRUMP WILL DRAW RED LINE FOR HAMAS RESPONSE TO TRUMP GAZA PLAN

🚨 SPEAKER JOHNSON REPEATS 'NOTHING TO NEGOTIATE' ON STOPGAP BILL

WHITE HOUSE: WILL LOOK ACROSS THE BOARD AT LAYOFFS

$TSLA - MORGAN STANLEY ON TESLA: STRONG Q3 BEAT Morgan Stanley reiterated an Overweight rating and $410 PT after Tesla’s Q3: * Deliveries: 497K (+12% vs. 443K consensus), first y/y gain in 2025, helped by tax credit pull-forward. * Production: 447K (–4% vs. 469K consensus). *

CME TO OFFER AROUND-THE-CLOCK TRADING FOR CRYPTO FUTURES

KREMLIN: STATEMENTS ON DEEP STRIKES IS 'DANGEROUS SYMPTOM KREMLIN: NO WEAPONS CAN ALTER THE COURSE OF EVENTS

KREMLIN: IF TOMAHAWKS ARE SUPPLIED BY US TO UKRAINE THEN IT WILL MEAN A NEW SERIOUS ROUND OF TENSION KREMLIN: IF TOMAHAWKS ARE SUPPLIED BY US TO UKRAINE THEN RUSSIA WILL HAVE TO GIVE AN ADEQUATE RESPONSE

$NVDA - NVIDIA TOPS $190 FOR THE FIRST TIME

S&P 500 AND NASDAQ HIT INTRADAY RECORD HIGH AT OPEN

SPOT GOLD HITS RECORD HIGH OF $3,895.23/OZ

$TSLA - WILLIAM BLAIR ON TESLA: RECORD DELIVERIES, STRONG ENERGY STORAGE William Blair reiterated a Market Perform rating on Tesla after Q3 deliveries hit 497,099, a record that beat estimates by 12%. The surge was driven by demand pulled forward before U.S. EV tax credits

SUPREME COURT ALLOWS COOK TO STAY AT FED FOR NOW - SEMAFOR

$TSLA - TESLA 3Q OTHER MODELS DELIVERIES 15,933, EST. 17,184 TESLA 3Q OTHER MODELS PRODUCTION 11,624, -13% Q/Q TESLA 3Q MODEL 3/Y DELIVERIES 481,166, EST. 424,828 TESLA 3Q MODEL 3/Y PRODUCTION 435,826, EST. 426,714 TESLA 3Q PRODUCTION 447,450 VEHICLES, EST. 450,313 TESLA 3Q

$TSLA - *TESLA 3Q DELIVERIES 497,099, EST. 439,612

$RIVN - RIVIAN 3Q DELIVERIES 13,201 VEHICLES, EST. 12,955 RIVIAN NOW SEES FY DELIVERIES 41,500 TO 43,500, EST. 42,730

SPOT GOLD TOPS $3,890/OZ

ERIC TRUMP SIGNS UP AS CLIENT WITH CITIGROUP Trump's son reportedly established a trust that holds some of his father's money; the value of the fund was unclear. Citi's relationship is said to have started after CEO Jane Fraser reached out to congratulate President Trump on his

REDFIN: PENDING U.S. HOME SALES FELL 1% YEAR OVER YEAR

TRUMP: HAVE MEETING WITH VOUGHT TODAY TRUMP: WILL DETERMINE WHICH DEMOCRAT AGENCIES HE RECOMMENDS CUT TRUMP: WILL ALSO DETERMINE WHETHER OR NOT CUTS BE TEMPORARY

🚨 EARTHQUAKE SHAKES BUILDINGS IN ISTANBUL, REUTERS WITNESS SAYS

BESSENT: NEXT ROUND OF TALKS SHOULD SHOW PRETTY BIG BREAKTHROUGH

BESSENT: CURRENT CHINA TRADE TRUCE EXPIRES NOV. 10

BESSENT: ARGENTINA IS A BEACON

BESSENT: U.S. MAINTAINING STRATEGIC INTEREST IN ARGENINA

BESSENT WILL PRESENT TRUMP WITH THREE TO FIVE STRONG CANDIDATES

BESSENT: WENT OVER THE HALFWAY POINT IN FED JOB INTERVIEWS

CITI UPS BITCOIN, ETHEREUM TARGETS Citi raised its forecasts, citing strong ETF flows and institutional demand: * Bitcoin: $132K by year-end, $181K in 12 months * Ethereum: $4.5K by year-end, $5.4K in 12 months The bank favors Bitcoin as “digital gold,” noting its size and

BESSENT: WE COULD SEE HIT TO GDP FROM SHUTDOWN

BESSENT: DEMOCRATS WANT TO PUMP MORE INFLATIONARY SPENDING

RUSSIA SAYS EU'S VON DER LEYEN SHOULD REMEMBER THAT 'REPARATIONS ARE PAID BY THE LOSERS'

US CHALLENGER JOB CUTS SEP: 54,064 (PREV 85,979)

RUSSIA’S MISSILES OUTSMARTING PATRIOTS Russian ballistic missiles are increasingly evading US-made Patriot defenses, Ukrainian officials told the Financial Times. Modified Iskander-M and Kinzhal missiles now make last-second maneuvers—steep dives or sudden shifts—that Patriot

U.S. TO PROVIDE UKRAINE WITH INTELLIGENCE FOR MISSILE STRIKES DEEP INSIDE RUSSIA- WSJ

APPLE SHELVES VISION HEADSET REVAMP TO PRIORITIZE META-LIKE AI GLASSES- BLOOMBERG $AAPL

S&P: THE U.S. GOVERNMENT SHUTDOWN ADDS UNCERTAINTY TO THE ECONOMIC OUTLOOK

Trump: ‘Maxine Waters admitted that she is demanding Healthcare for Illegal Aliens, and it’s going to be Top of the Line, taking American Taxpayers’ Healthcare away from them!’

TESLA CEO MUSK JUST BECAME THE FIRST PERSON EVER WORTH $500 BILLION - FORBES

🚨 TRUMP: I REALLY BELIEVE THAT JEROME “TOO LATE” POWELL IS AN OBSTRUCTIONIST

*INTEL IN EARLY TALKS TO ADD AMD AS FOUNDRY CUSTOMER - SEMAFOR $INTC $AMD

INTEL IN EARLY TALKS TO ADD AMD AS FOUNDRY CUSTOMER - SEMAFOR $INTC $AMD

$INTC on watch

*TRUMP: I’LL BE MEETING WITH PRESIDENT XI *TRUMP: US SOYBEAN FARMERS BEING HURT BECAUSE OF CHINA

🚨*TRUMP: I’LL BE MEETING WITH PRESIDENT XI IN 4 WEEKS

🚨 TRUMP: I'LL BE MEETING WITH PRESIDENT XI, OF CHINA, IN FOUR WEEKS

🚨 WHITE HOUSE: LAYOFFS ARE IMMINENT

$NFLX - ELON MUSK: 'CANCEL NETFLIX'

VANCE: WILL DO EVERYTHING WE CAN IN COMING WEEKS TO ENSURE PEOPLE GET ESSENTIAL SERVICES

🚨 VANCE: DON'T THINK GOVERNMENT SHUTDOWN WILL BE THAT LONG

WHITE HOUSE: WORKING HARD TO REOPEN THE GOVERNMENT

$TSLA - TESLA SHARES HIT NINE-MONTH HIGH AFTER CO HIKES LEASE PRICES FOR US VEHICLES, LAST UP 2.9%

S&P 500 HITS INTRADAY RECORD HIGH, LAST UP 0.2%

VESSELS ARE APPROACHING GAZA AID FLOTILLA - TWO SOURCES ON BOARD FLOTILLA

FITCH: U.S. GOVERNMENT SHUTDOWN DOES NOT HAVE NEAR-TERM IMPLICATIONS FOR 'AA+'/STABLE U.S. SOVEREIGN RATING

UnitedHealth to Exit 109 Counties in 2026, Impacting 180,000 Members; Will Cease 100+ Plans Covering 600,000 Members While Expanding Medicare Advantage Access to 94% of Eligibles $UNH

U.S. GOVERNMENT SHUTDOWN MAY WEIGH ON GROWTH The economic impact of a government shutdown depends on its duration. Satyam Panday, S&P Global’s chief U.S. economist, estimates a one-week shutdown could reduce growth by 0.1–0.15 percentage points, with larger effects if it lasts

American Honda Posts September Sales of 105,097 Units; Electrified Vehicle Sales Total 32,387 Units $HMC

MICROSOFT RAISES XBOX GAME PASS ULTIMATE PRICE Microsoft increased the Xbox Game Pass Ultimate subscription by 50% to $29.99/month. Starting Wednesday, subscribers gain 45 new games, up to 1440p streaming, and a new rewards program. The company said the changes aim to deliver

$TSLA - TESLA NEW CAR REGISTRATIONS IN ITALY DOWN 25.6% YEAR-ON-YEAR IN SEPTEMBER, TRANSPORT MINISTRY SAYS TESLA NEW CAR REGISTRATIONS IN ITALY DOWN 32.36% IN JAN-SEPT VS SAME PERIOD OF 2024, TRANSPORT MINISTRY SAYS

RUSSIA'S OIL EXPORTS FROM WESTERN PORTS IN SEPTEMBER UP 25% M/M AFTER DRONE ATTACKS -TRADERS, REUTERS ESTIMATES

PENTAGON PLANS WIDESPREAD RANDOM POLYGRAPH TESTING AND NONDISCLOSURE AGREEMENTS TO STANCH LEAKS -WASHINGTON POST

GM Q3 U.S. deliveries rise 7.7% to 710,347 units; EV deliveries surge 107% to 66,501 units $GM

VENEZUELA'S OIL EXPORTS SURPASS 1 MILLION BPD IN SEP FOR THE FIRST TIME SINCE EARLY 2020, DATA SHOW

*RUSSIA DRAFTS PLAN TO SEIZE FOREIGN ASSETS IF EU ACTS ON FUNDS

*SUPREME COURT REFUSES TO LET TRUMP IMMEDIATELY OUST FED'S COOK

$GOOGL - GOOGLE CUT EMPLOYEES IN ITS CLOUD DIVISION THIS WEEK - INSIDER

$TSLA - TESLA +2.5% AHEAD OF DELIVERY DATA Shares rise as analysts expect strong September deliveries, boosted by U.S. demand pulled forward before the $7,500 EV tax credit expires.

JOHNSON: NOTHING WE CAN DO TO MAKE STOPGAP BILL BETTER FOR DEMS

JOHNSON: HOUSE WILL BE RETURNING NEXT WEEK

US PAUSES $18B IN NYC INFRASTRUCTURE FUNDING: VOUGHT

BITCOIN JUMPS ON WEAK JOBS DATA, FED CUT BETS Bitcoin hit a two-week high of $116,910 after ADP reported a 32,000 job loss in September (vs. +45,000 expected), fueling expectations of a Fed rate cut on Oct. 29. Lower rates support risk assets, while seasonality also favors

*US SEPT. ISM MANUFACTURING INDEX RISES TO 49.1; EST. 49

U.S. S&P GLOBAL SEPTEMBER FINAL MANUFACTURING PMI AT 52.0 (VS FLASH 52.0)

FED SEEN CONTINUING CUTS IF DATA MISSING Citi economists say the Fed will likely deliver 25bp rate cuts in October and December, as signaled in its dot plot. The shutdown may block key labor and inflation data, forcing investors to rely more on private sources like ADP.

$F - FORD MOTOR 3Q U.S. ELECTRIC VEHICLE SALES 30,612, UP 30.2%

$F - FORD THIRD QUARTER U.S. SALES RISE 8.2%

BRAZIL PLANS BILL TO PROTECT AGAINST FOREIGN EMBARGOES: GLOBO

SCHUMER REITERATES DEMOCRATS WON'T BE BULLIED INTO PASSING BILL

$RDDT - REDDIT SHARES DOWN 11.6% PREMARKET Reddit Falls 12% Weakness was said to be tied to concerns about traffic impact from AI but the exact source of today's concern was not clear.Some traders mentioned Similarweb as the possible source of the negative data.

JOHNSON: GOING TO TALK TO SCHUMER, SENATE DEMOCRATS TODAY

🚨 JOHNSON: PRAYING FOR A VERY SHORT SHUTDOWN

JOHNSON ON JOB CUTS: IT CAN BE OPPORTUNITY TO DOWNSIZE SCOPE

MIKE JOHNSON ON SHUTDOWN: HOPING FOR A BREAKTHROUGH TODAY

ADP REPORT: NUMBER OF JOBS CREATED IN AUGUST WAS REVISED TO -3,000 FROM 54,000

SPOT GOLD SLIGHTLY UP AFTER US ADP EMPLOYMENT DATA, LAST UP 0.8% AT $3,889.46/OZ

🚨 TRADERS ADD TO BETS ON TWO MORE FED RATE CUTS THIS YEAR

ADP EMPLOYMENT CHANGE (SEP) -32K VS 51K EXPECTED

MARKETS TYPICALLY LOOK PAST SHUTDOWNS: DEUTSCHE BANK Deutsche Bank’s Jim Reid notes the S&P 500 rose during the last six U.S. shutdowns, while 10-year Treasury yields fell in the last five, suggesting markets usually “look through” the events. Currently, S&P futures are down 25

EPSTEIN'S BANKING, INVESTMENT ACTIVITIES BEFORE HIS DEATH WERE MORE WIDESPREAD THAN PREVIOUSLY KNOWN, DOCUMENTS SHOW -- WSJ EPSTEIN HAD ACCOUNTS WITH WELLS FARGO, TD BANK AND FIRSTBANK PUERTO RICO, SOURCES SAY -- WSJ EPSTEIN ALSO HAD LARGE TRANSACTIONS WITH HONEYCOMB, BOOTHBAY

$MSTR - STRATEGY: PLANS TO EXCLUDE UNREALIZED GAINS & LOSSES FROM AFSI

REDFIN: TYPICAL U.S. LUXURY HOME PRICE RISES 4% TO $1.25M AS SALES FALL TO LOWEST AUG LEVEL IN OVER A DECADE

TRUMP ISSUES EXECUTIVE ORDER SEPT.29 ON QATAR SECURITY

TRUMP EXECUTIVE ORDER REGARDS ATTACK ON QATAR AS THREAT TO US

US GOVERNMENT SHUTDOWN: IMPACT ON ECONOMIC DATA KEY REPORTS SUSPENDED: • Jobless claims (Labor Dept.) • Nonfarm payrolls (BLS) • Consumer Price Index & Producer Price Index (BLS) • Retail sales, factory orders, housing starts, trade data (Census/BEA) • Employment

FRENCH PRESIDENT MACRON: ON POSSIBLE EU USE OF FROZEN RUSSIAN ASSETS, SAYS "ONE MUST RESPECT INTERNATIONAL LAW"

DEMOCRATIC BILL TO AVOID GOVT SHUTDOWN FAILS TO PASS IN SENATE

TRUMP: CLOSE TO FINALIZING DEAL WITH HARVARD

TRUMP: WE'RE GOING TO BE LAYING OFF A LOT OF PEOPLE WHEN THERE IS A SHUTDOWN

Nike Q1 Earnings $NKE Net Income: $727M vs. $396.8M est. EPS: $0.49 Revenue: $11.72B vs. $10.99B est. Pretax Profit: $922M Gross Profit: $4.94B Gross Margin: 42.2%

*TRUMP SAYS TO SIGNS SIGN EXECUTIVE ORDER AIMED AT USING AI TO BOOST CHILDHOOD CANCER RESEARCH

Berkshire Hathaway Near $10B Deal To Acquire Occidental Petrochemical Unit In What Could Be Buffett’s Biggest Purchase Since 2022 $OXY

$CIVI on watch

*FED'S GOOLSBEE: WOULD PAIN ME NOT TO GET JOBS DATA IN SHUTDOWN

QATAR, EGYPT AND TURKEY URGE HAMAS TO ACCEPT TRUMP'S GAZA PLAN

GOOLSBEE: HOLDING RATES STEADY AS INFLATION RISES IS LIKE A CUT

GOOLSBEE: DO NOT WANT TO FRONTLOAD RATE CUTS ON THE EXPECTATION CURRENT INFLATION WILL BE TRANSITORY

DISNEY SENDS CEASE AND DESIST LETTER TO CHARACTER .AI AXIOS $DIS

SENATE MINORITY WHIP DURBIN SAYS HE WILL VOTE AGAINST THE REPUBLICAN STOPGAP BILL

SENATE MAJORITY WHIP BARRASSO: THE SENATE TO VOTE THIS WEEKEND ON REOPENING THE GOVERNMENT

U.S. FTC SAYS IT SUES ZILLOW AND REDFIN OVER ILLEGAL AGREEMENT TO SUPPRESS RENTAL ADVERTISING COMPETITION $Z

LOUISIANA GOVERNOR REQUESTS 1000 NATIONAL GUARD TROOPS: NYT

OPENAI'S ALTMAN: EXCITED TO LAUNCH SORA 2

TRUMP: WE'RE GOING INTO CHICAGO

TRUMP: SHUTDOWN IS NOT INEVITABLE BUT IT IS PROBABLY LIKELY

TRUMP ON GOVERNMENT SPENDING: DEMOCRATS ARE TAKING A RISK TRUMP ON GOVERNMENT SPENDING: WE CAN CUT BENEFITS

TRUMP: WE DON'T WANT THE GOVT TO SHUTDOWN

TRUMP ON GOVERNMENT SPENDING: WE CAN DO THINGS IN A SHUTDOWN THAT ARE IRREVERSIBLE

TRUMP: WILL TARIFF PHARMA COMPANIES EXTRA 5% TO 8% IF NO DEALS

TRUMP ON PFIZER: DRUG PRICE LOWERING WILL BE IMMEDIATE

Trump said Lilly has been fantastic $LLY

TRUMP ON DRUG PRICES: IF THEY DON'T LOWER PRICES, WE'LL PUT A TARIFF ON THEM AT THE EQUIVALENT AMOUNT $MRK $PFE $LLY

TRUMP ON DRUG PRICES: IF THEY DON'T LOWER PRICES, WE'LL PUT A TARIFF ON THEM AT THE EQUIVALENT AMOUNT

USTR'S GREER: U.S. TARIFF REVENUES COULD REACH $600 BILLION TO $1 TRILLION PER YEAR

TRUMP ON GOVERNMENT SPENDING: WE'RE GOING TO SEE WHAT HAPPENS

Pfizer CEO: Says Deal Meets All Four Trump Requests; Commits To Onshoring U.S. Medicines With 3-Year Grace Period, Exempt From 232 Tariffs; Will Refocus On Cancer, Obesity Drugs And Vaccines $PFE

USTR'S GREER: I WANT TO GET TO A PLACE WHERE TRADE WITH CHINA IS MORE BALANCED

Pfizer CEO: U.S. Shoulders Disproportionate Costs After Wealthy Nations Refused to Pay, Reversing an Unfair Situation $PFE

TRUMP: DRUGS WILL BE AVAILABLE THROUGH GOVERNMENT WEBSITE

TRUMP: PFIZER TO INVEST $70B IN US

TRUMP ON PFIZER: 50%-100% OFF PRICE, SOME CASES MORE THAN THAT

TRUMP: PFIZER AGREED TO OFFER MEDICATIONS AT MAJOR DISCOUNTS *TRUMP: WE'RE GOING TO BE PAYING THE LOWEST PRICE *TRUMP: US WILL BE PAYING MOST FAVORED NATIONS PRICE $PFE

TRUMP: US WILL BE PAYING MOST FAVORED NATIONS PRICE

TRUMP ON PFIZER: WE'RE GOING TO BE PAYING THE LOWEST PRICE

FEDERAL COMMUNICATIONS COMMISSION TO CONSIDER WHETHER TO END MERGER BAN AMONG MAJOR U.S. BROADCAST NETWORKS $TGNA $DIS $FOXA $PSKY

ISRAEL'S UN ENVOY: IF HAMAS REJECTS TRUMP PLAN, ISRAEL WILL 'FINISH THE JOB' AND BRING HOSTAGES HOME 'EITHER THE EASY WAY OR THE HARD WAY'

TRUMP SAYS WE’LL BE REDUCING PRICES BY A 100% AND IN SOME CASES MORE

TRUMP SAYS WE’LL BE REDUCING PRICES BY A 100% AND IN SOME CASES MORE $PFE (i think he's referring to pharma)

$NVDA - NVIDIA EXTENDS GAINS TO 3%

GOLD HEADS FOR 10% MONTHLY SURGE Gold is on track for a gain of over 10% this month, lifted by U.S. shutdown fears and expectations of more Fed rate cuts. Futures rose 0.6% to $3,878.60 an ounce after hitting $3,899.20. Analysts warn elevated ETF inflows—the strongest since

Amazon Unveils Wide Range Of New Devices And Features: Debuts Ring ‘Retinal Vision’ Imaging Tech, New Alexa+ Tools, Blink 2K+ Cameras, Fire TV Upgrades, Next-Gen Kindle Scribe, And Echo Speakers Optimized For Alexa+ $AMZN

AMAZON INTRODUCES FIRE TV 4K SELECT, BILLED AS THE FASTEST 4K STICK UNDER $40 $AMZN

TRUMP TO U.S. MILITARY LEADERS: WE NEED TO MAKE MILITARY EQUIPMENT FASTER

BIS SURVEY: ASIAN CURRENCIES GAIN IN GLOBAL FX Asian currencies grew their share of global forex turnover, the BIS reports. The yuan rose to 8.5% (from 7.0%), the Hong Kong dollar to 3.8% (from 2.6%), and the yen edged up to 16.8%. The rupee climbed to 1.9% (from 1.6%), while

TRUMP: PUTIN SHOULD'VE HAD THAT WAR DONE IN A WEEK

TRUMP: SO DISAPPOINTED IN PUTIN FOR NOT ENDING UKRAINE WAR

$HOOD *ROBINHOOD EXPLORES LAUNCHING PREDICTION MARKETS OUTSIDE THE US

TRUMP: WE'VE TAKEN OUT FOUR VENEZUELA DRUG BOATS

$NVDA - NVIDIA RISES NEARLY 2% INTRADAY, HITS RECORD HIGH OF $184.94

WHITE HOUSE TO ANNOUNCE 'TRUMPRX' DRUG-BUYING WEBSITE, AND DEAL WITH PFIZER

TRUMP TO U.S. MILITARY LEADERS: WE'RE UNDER INVASION FROM WITHIN

*US SEPT. CONSUMER CONFIDENCE 94.2; EST. 96.0

*US AUG. JOB OPENINGS 7.227M; EST. 7.185M

TRUMP: EXPANDING THE NAVY BY AT LEAST 19 SHIPS NEXT YEAR

TRUMP: CANADA HAVING A 'HARD TIME,' SUGGESTED IT BE 51ST STATE

$PFE - PFIZER TO SELL DRUGS THROUGH MEDICAID AT LOWER PRICES: WAPO

TRUMP TO ANNOUNCE DRUG-PRICING DEAL WITH PFIZER: WAPO

TRUMP: WE SHOULD START THINKING ABOUT BATTLE SHIPS

TRUMP: HAMAS WILL PAY IN HELL IF THEY DO NOT SIGN THE DEAL

CHICAGO PMI SEPTEMBER INDEX 40.6 (CONSENSUS 43.0)

TRUMP: WE'RE DOMINATING SPACE FORCE

TRUMP: OUR NUCLEAR SUBMARINES CANNOT BE DETECTED

*TRUMP: SUBMARINE IS 'JUST LURKING,' SURE WE WON'T HAVE TO USE

TRUMP TO U.S. MILITARY LEADERS: U.S. 25 YEARS AHEAD OF RUSSIA, CHINA ON SUBMARINES

TRUMP VOWS TO MAKE MILITARY STRONGER, MORE POWERFUL

SEC WEIGHS STOCK TRADING ON BLOCKCHAIN The SEC is drafting a plan to allow stocks to trade on blockchain networks, potentially making equities work like cryptocurrencies, The Information reported. The proposal, aligned with the Trump administration’s crypto-friendly stance,

TRUMP TO U.S. MILITARY LEADERS: I AM WITH YOU, I HAVE YOUR BACKS

TRUMP: HAVE TO GET PUTIN AND ZELENSKIY TOGETHER

TRUMP: KNEW PUTIN AND THOUGHT HIS WAR WOULD BE EASY

RUSSIA EXTENDS GASOLINE EXPORTS BAN TILL YEAR-END - GOVT

FED'S COLLINS: EXPECTS TARIFFS TO FEED THROUGH BUT SEES SMALLER IMPACT

FED'S COLLINS: READING ECONOMY IS COMPLICATED RIGHT NOW

🚨 SEC PLAN WOULD LET CRYPTO TOKENS REPRESENT SHARES: INFORMATION

🚨 SEC WEIGHS LETTING STOCKS TRADE LIKE CRYPTO: INFORMATION

*GLOBAL FX TRADING SOARS TO RECORD $9.6 TRILLION A DAY, BIS SAYS

*US JULY FHFA HOME PRICE INDEX FALLS 0.1% M/M; EST. -0.2% *US JULY FHFA HOME PRICE INDEX RISES 2.3% Y/Y; PREV. 2.6%

HEGSETH: WE HAVE TO PREPARE FOR WAR, NOT DEFENCE

🚨 TRUMP SAYS WILL GO AFTER CARTELS IN VENEZUELA BY LAND

TRUMP: NOT MUCH ROOM TO NEGOTIATE WITH HAMAS

🚨 TRUMP: WE MAY DO A LOT OF LAYING OFF FEDERAL WORKERS

TRUMP SAYS THEY ARE WAITING FOR HAMAS TO ACCEPT PEACE PROPOSALS

🚨 TRUMP: IF HAMAS REJECTS DEAL, ISRAEL WILL DO WHAT IT HAS TO DO

🚨 TRUMP: HAMAS HAS 3-4 DAYS TO RESPOND

🚨 TRUMP: A LOT EMPLOYEES MAY BE LET GO IF THERE IS SHUTDOWN

$CRWV - COREWEAVE INKS $14 BILLION META DEAL TO SUPPLY COMPUTING POWER

UK FCA GRANTS IG GROUP CRYPTOASSET LICENCE

HEGSETH: THERE IS NO TIME FOR GAMES, WE MUST BE PREPARED

HEGSETH: SHOULD OUR ENEMIES CHOOSE TO CHALLENGE US, THEY WILL BE CRUSHED

HEGSETH: TO ENSURE PEACE, WE MUST PREPARE FOR WAR

🚨JOHNSON SAYS HE'S 'SKEPTICAL' ABOUT AVOIDING A SHUTDOWN

MUSK: WE ARE BUILDING GROKIPEDIA

*GERMANY PRELIM SEPT. CONSUMER PRICES RISE 0.2% M/M; EST. +0.1% *GERMANY PRELIM SEPT. CONSUMER PRICES RISE 2.4% Y/Y; EST. +2.3% *GERMANY PRELIM SEPT. HARMONIZED CPI RISES 0.2% M/M; EST. +0.1% *GERMANY PRELIM SEPT. HARMONIZED CPI RISES 2.4% Y/Y; EST. +2.2%

*OPEC+ TO DISCUSS 500K B/D HIKE A MONTH OVER 3 MONTHS: DELEGATE *OPEC+ TO CONSIDER STEPPING UP OUTPUT HIKES OVER NEXT 3 MONTHS

SOUTH AFRICAN AMBASSADOR IN PARIS FOUND DEAD AFTER FALLING FROM 22ND FLOOR OF HYATT HOTEL - LE PARISIEN

CONTAINER FREIGHT RATES HIT 2-YEAR LOW Excess shipping capacity and weak U.S. demand have pushed container rates to their lowest levels in two years. Pacific rates dropped 10% to $1,460, while Asia–U.S. East Coast rates fell 7% to $2,385. After years of strong profits, carriers

$NVDA - KEYBANC RAISES NVIDIA PT TO $250 KeyBanc analyst John Vinh raised NVIDIA’s (NVDA) price target from $230 to $250, keeping an Overweight rating. He cited stronger CoWoS supply for 2025–26, improving rack manufacturing yields, and upgraded specs for the VR200 NVL144 chip,

*SPOTIFY NAMES ALEX NORSTRÖM AND GUSTAV SÖDERSTRÖM CO-CEOS SPOTIFY SHARES DROP 5.4% AFTER LEADERSHIP CHANGES

PUTIN SIGNS ORDER ALLOWING SPECIAL PRIVATIZATION PROCEDURE PUTIN ALLOWS SPECIAL SALE PROCEDURE IN RESPONSE TO SANCTIONS

CHINA'S XI AT PRC FOUNDING ANNIVERSARY RECEPTION: MUST 'FIRMLY OPPOSES' SEPARATIST ACT OF 'TAIWAN INDEPENDENCE'

🗓️ PRESIDENT’S SCHEDULE – TUESDAY, SEPTEMBER 30, 2025 • 7:30 AM – Pool call time at the White House • 8:10 AM – Departs for Quantico, VA • 9:00 AM – Remarks at the Department of War, Marine Corps Base Quantico • 10:40 AM – Returns to the White House • 11:00 AM –

FED’S JEFFERSON SEES 1.5% GROWTH, WARNS OF LABOR MARKET RISKS Federal Reserve Vice Chair Philip Jefferson said U.S. growth will likely stay near 1.5% through 2025 but warned the labor market could weaken without Fed support. Speaking in Helsinki, he defended the Fed’s September

INDIA'S GOLD, SILVER IMPORTS NEARLY DOUBLE IN SEPTEMBER FROM AUGUST, TRADE, GOVERNMENT SOURCES SAY

*TRUMP TO DELIVER REMARKS TO DEPT OF DEFENSE/WAR IN QUANTICO 9AM EST *TRUMP ANNOUNCEMENT 11AM EST OVAL OFFICE *TRUMP EXECUTIVE ORDERS 3PM EST TUESDAY

RAYTHEON AWARDED $ 5 BILLION BY PENTAGON -STATEMENT $RTX

US SENATE MINORITY LEADER SCHUMER SAYS HE WOULD NOT ACCEPT A 7-10 DAY STOPGAP BILL

VANCE: YOU DON’T SHUT DOWN GOVERNMENT OVER DISAGREEMENTS

*SCHUMER: WE MET WITH TRUMP, WE HAVE LARGE DIFFERENCES *SCHUMER: IT IS UP TO REPUBLICANS IF THEY WANT TO SHUTDOWN

TRUMP, CONGRESSIONAL LEADERS MEETING UNDERWAY: US OFFICIAL

HAMAS NEGOTIATORS TELL MEDIATORS THEY WILL REVIEW PLAN 'IN GOOD FAITH- AND PROVIDE RESPONSE- OFFICIAL BRIEFED ON TALKS TO REUTERS

Jefferies Q3 Earnings $JEF Net Income: $223.99M Revenue: $2.05B

GOOGLE: ANNOUNCING CLAUDE SONNET 4.5 ON VERTEX AI - BLOG $GOOGL

OPENAI IS PREPARING TO LAUNCH A SOCIAL APP FOR AI-GENERATED VIDEOS - WIRED

U.S. SENATE DEMOCRATS WEIGHING STOPGAP FUNDING OF 7-10 DAYS TO AVERT GOVERNMENT SHUTDOWN, ALONG WITH OTHER MEASURES THAT COULD RUN CONCURRENTLY AS POSSIBILITIES - SENATE DEMOCRATIC SOURCES

TOP U.S. CRYPTO REGULATOR ADRIENNE HARRIS HAS RESIGNED

Applied DNA Sciences Announces Private Placement Of Up To $58M To Launch BNB Treasury Strategy And Native Yield Generation; Company To Change Ticker To BNBX $APDN

NETANYAHU: SUPPORT YOUR PLAN TO END WAR

TRUMP CALLS PROPOSAL EXTREMELY FAIR TRUMP: BUILDING PEACE WILL NOT BE EASY

TRUMP TO MEET CONGRESSIONAL LEADERS AT 3 P.M. ET AHEAD OF POTENTIAL SHUTDOWN

$FSLY on watch

TRUMP: COUNTRIES HAVE FOOLISHLY RECOGNIZED PALESTINIAN STATE

TRUMP: NETANYAHU CLEAR ABOUT OPPOSITION TO PALESTINIAN STATE

TRUMP: IF HAMAS REJECTS DEAL, ISRAEL HAS MY FULL BACKING TO DESTROY HAMAS

TRUMP: HAMAS ONLY PARTY LEFT TO AGREE TO PEACE DEAL

TRUMP: FEEL WE WILL HAVE POSITIVE ANSWER FROM HAMAS

PAKISTAN PRIME MINISTER ON X: I WELCOME PRESIDENT TRUMP’S 20-POINT PLAN TO ENSURE AN END TO THE WAR IN GAZA

TRUMP: HEARING HAMAS WANTS TO GET THIS DONE

*TRUMP SAYS NETANYAHU HAS AGREED TO HIS GAZA PEACE PROPOSAL

TRUMP: LETS CALL IT ETERNAL PEACE IN MIDDLE EAST

TRUMP: ONE OF THE GREATEST DAYS EVER IN CIVILIZATION

FED'S WILLIAMS: WELL REGULATED STABLECOINS DON'T PRESENT NOTABLE RISK

WHITE HOUSE UNVEILS TRUMP’S PLAN TO END GAZA WAR The White House outlined President Trump’s proposal for an immediate ceasefire and a political path forward: 🔸 Peace framework: U.S. to broker dialogue between Israel and Palestinians for long-term coexistence. 🔸 Hostages &

WHITE HOUSE: A TRUMP ECONOMIC DEVELOPMENT PLAN TO REBUILD AND ENERGIZE GAZA WILL BE CREATED

WHITE HOUSE: MEMBERS OF HAMAS WHO WISH TO LEAVE GAZA WILL BE PROVIDED SAFE PASSAGE TO RECEIVING COUNTRIES

WHITE HOUSE: ONCE ALL HOSTAGES ARE RETURNED, HAMAS MEMBERS WHO COMMIT TO PEACEFUL CO-EXISTENCE AND TO DECOMMISSION THEIR WEAPONS WILL BE GIVEN AMNESTY

WHITE HOUSE: ONCE ALL HOSTAGES ARE RELEASED, ISRAEL WILL RELEASE 250 LIFE SENTENCE PRISONERS PLUS 1700 GAZANS WHO WERE DETAINED AFTER OCTOBER 7TH 2023

WILLIAMS: MY MODEL'S ESTIMATE FOR THE REAL NEUTRAL RATE IS 0.75%

WHITE HOUSE: NETANYAHU EXPRESSED REGRET THAT ISRAEL VIOLATED QATARI SOVEREIGNTY, AFFIRMED THAT ISRAEL WILL NOT CONDUCT SUCH AN ATTACK AGAIN IN FUTURE

WHITE HOUSE: NETANYAHU EXPRESSED DEEP REGRET THAT ISRAEL'S MISSILE STRIKE AGAINST HAMAS TARGETS IN QATAR UNINTENTIONALLY KILLED A QATARI SERVICEMAN

MUSALEM: LIMITED ROOM BEFORE POLICY BECOMES TOO LOOSE

MUSALEM: EXPECT INFLATION TO BE ELEVATED FOR TWO OR THREE QUARTERS

FED'S WILLIAMS: FED STILL HAS A WAYS TO GO TO GET TO 2% INFLATION GOAL

SHOPIFY CEO TOBI LUTKE SAYS MERCHANTS WILL BE ABLE TO SELL DIRECTLY IN CHATGPT

US REGULATOR’S CHIEF CALLS FOR CRYPTO PASSPORTING WITH UK AS SHE REVEALS PLANS TO STEP DOWN - FT

AMAZON INVESTS $1.9 BILLION IN ITS DELIVERY SERVICE PARTNER PROGRAM $AMZN

OPENAI: INTRODUCING INSTANT CHECKOUT IN CHATGPT WITH ETSY & SHOPIFY.

$TSLA - TWO DEMOCRATIC SENATORS URGE AUTO SAFETY REGULATORS TO ADDRESS CONCERNS ABOUT REPORTED FAILURES OF TESLA’S FULL SELF-DRIVING SYSTEM TO DETECT AND RESPOND TO RAILROAD CROSSINGS -- LETTER

ISRAELI PRIME MINISTER NETANYAHU APOLOGIZED TO QATARI PRIME MINISTER IN PHONE CALL FROM WHITE HOUSE FOR ATTACK ON DOHA - ISRAEL'S CHANNEL 12 CORRESPONDENT BARAK RAVID

SWITZERLAND AGREES WITH US NOT TO MANIPULATE ITS CURRENCY - FT

NORTH KOREA'S VICE FOREIGN MINISTER TELLS UN: WE WILL NEVER GIVE UP NUCLEAR, WE WILL NEVER WALK AWAY FROM THIS POSITION

FRENCH FAR RIGHT WOULD WIN PRESIDENTIAL VOTE FIRST ROUND: POLL

SPOT GOLD EXTENDS GAINS, LAST UP NEARLY 2% AT A RECORD HIGH OF $3,833.01/OZ

SWITZERLAND PROPOSES INVESTMENTS IN THE US GOLD REFINING INDUSTRY

🚨🚨 QATAR SAYS IT CAN PERSUADE HAMAS TO AGREE TO DEMILITARIZATION, SOURCE TELLS JERUSALEM POST

TRUMP SAYS HE'S CONFIDENT THERE WILL BE PEACE IN GAZA SOON

BLS PLANS NOT TO RELEASE ECONOMIC DATA DURING GOVT SHUTDOWN

🚨 US ECONOMIC DATA RELEASES TO PAUSE IN GOVERNMENT SHUTDOWN, BUREAU OF LABOR STATISTICS SAYS

MEXICO PRESIDENT SAYS SHE HOPES U.S. TAKES MEXICO INTO CONSIDERATION, IN RESPONSE TO TARIFFS ON HEAVY VEHICLES

NVIDIA ACCELERATES ROBOTICS RESEARCH AND DEVELOPMENT WITH NEW OPEN MODELS AND SIMULATION LIBRARIES $NVDA

KEY DATA TO WATCH IF THE U.S. GOVERNMENT SHUTS DOWN: PIPER SANDLER A shutdown could delay major economic releases like payrolls (Oct 3) and CPI (Oct 15), likely by ~10 days. Alternative/private data can help track labor and inflation: 🔸 Sep 30: Conference Board jobs data 🔸

US ENERGY DEPARTMENT OFFICIAL SAYS TRUMP ADMINISTRATION TO RELEASE $625 MILLION IN FUNDS TO EXPAND POWER GENERATION FUELED BY COAL

*US SEPT. DALLAS FED MANUFACTURING INDEX -8.7; EST. -1.0

BINANCE: LAUNCHES CRYPTO-AS-A-SERVICE (CAAS) BINANCE: CAAS IS AN END-TO-END INFRASTRUCTURE AND TECHNOLOGY SOLUTION TAILORED SPECIFICALLY FOR LARGE, REGULATED FINANCIAL INSTITUTIONS

*US AUG. PENDING HOME SALES RISE 4% M/M; EST. 0.3%

MASSIVE INTERNET OUTAGE HITS AFGHANISTAN

$NVDA - NVIDIA EXTENDS GAINS TO 3%

*CHINA VOWS MEASURES TO SAFEGUARDS ITS INTERESTS

*CHINA SAYS US UNDERMINES STABILITY OF GLOBAL INDUSTRIAL CHAIN

CHINA COMMERCE MINISTRY:UGES US TO STOP UNREASONABLE OPPRESSION ON CHINESE FIRMS

CHINA COMMERCE MINISTRY:URGES US TO 'CORRECT WRONG PRACTICE'

CHINA COMMERCE MINISTRY:OPPOSES US EXPORT CONTROL MEASURES

WTI CRUDE OIL FALLS 2% INTRADAY

GOLDMAN TURNS POSITIVE ON STOCKS, DOWNGRADES CREDIT 🔸 Equities: Upgraded to Overweight (3- & 12-month) due to Fed dovishness, fiscal easing, and AI-driven growth. S&P 500 targets: 6,800 / 7,000 / 7,200. Large-cap tech & financials lead, supported by earnings growth rather than

TRUMP ON TRUTH SOCIAL SAYS HE WILL IMPOSE 'SUBSTANTIAL' TARIFFS ON COUNTRIES NOT MAKING THEIR FURNITURE IN U.S., CITING NORTH CAROLINA'S LOSS OF BUSINESS TO CHINA, OTHER

$NFLX - NETFLIX SHARES DOWN 1.6% PREMARKET AFTER US TO IMPOSE 100% TARIFF ON MOVIES MADE OUTSIDE THE COUNTRY

*HAMMACK: EXPECT FIRMS TO PASS ON MORE OF TARIFFS

🚨 TRUMP: WILL IMPOSING SUBSTANTIAL TARIFFS ON FURNITURE

🚨 TRUMP: I WILL BE IMPOSING SUBSTANTIAL TARIFFS ON ANY COUNTRY THAT DOES NOT MAKE ITS FURNITURE IN UNITED STATES. DETAILS TO FOLLOW!

TRUMP ON TRUTH SOCIAL SAYS HE WILL IMPOST 100% TARIFF ON 'ANY AND ALL MOVIES' MADE OUTSIDE OF U.S.

🚨 TRUMP: IMPOSING A 100% TARIFF ON FOREIGN MADE MOVIES

*TRUMP THREATENS TO WITHOLD MONEY IF MAMDANI WINS NYC ELECTION

*LEAVITT: TRUMP EXPECTS NETANYAHU, HAMAS TO AGREE TO HIS PLAN

WHITE HOUSE: CALL FOR CLEAN GOVERNMENT FUNDING BILL

ELLIOTT EXPLORES STRATEGIC OPTIONS FOR BRITAIN-BASED DATA CENTRE FIRM ARK, SOURCES SAY

WHITE HOUSE ON GAZA: WE HOPE THAT BOTH SIDES AGREE WHITE HOUSE ON GAZA PROPOSAL: TRUMP WILL SPEAK WITH QATAR

🚨 WHITE HOUSE ON GAZA: VERY CLOSE TO DEAL

HSBC: KEY MILESTONES FOR S&P 500 RALLY S&P 500 +33% since April, already above HSBC’s 6,500 year-end target, nearing bull case of 7,000. Risks ahead: 🔸 Govt shutdown: Congress faces Sept 30 deadline; past shutdowns have been brief but disruptive. 🔸 Fed policy: Expected 25bp

🚨 PUTIN SIGNS LAW ON DENUNCIATION OF EUROPEAN CONVENTION FOR PREVENTION OF TORTURE - RIA

*HAMMACK: NEED TO MAINTAIN RESTRICTIVE POLICY

FED'S HAMMACK: INFLATION IS A GREATER CONCERN TO ME THAN EMPLOYMENT

PENTAGON URGES MISSILE MAKERS TO BOOST OUTPUT 🔸 Pentagon asking suppliers to double or quadruple missile production amid concerns over potential conflict with China. 🔸 Request delivered in high-level meetings with top U.S. defense contractors. 🔸 Public companies involved

FED'S HAMMACK: SEES FRAGILITY IN JOB MARKET DATA

FED'S HAMMACK: TARIFFS ARE A BIG PART OF INFLATION STORY

$EA - ELECTRONIC ARTS SAID TO NEAR BUYOUT DEAL AT ABOUT $210/SHARE

$AAPL - JEFFERIES: IPHONE 17 MOMENTUM COOLING 🔸 Strong initial sales, but delivery lead times falling, signaling weaker demand. 🔸 U.S. weakest market: zero-day lead time vs. double-digit days in other tracked regions; 17 Pro Max lead time ~4 days shorter than last year. 🔸

$TSLA - BENCHMARK REITERATES BUY ON TESLA (TSLA), PT $475 🔸 3Q25 preview: Tesla reports Thursday; Benchmark models 442K deliveries vs. consensus ~448K (some estimates mid-460K). Strong rebound from 2Q’s 384K. 🔸 Stock setup: Shares up ~28–32% in September, raising bar for

BOFA SEES S&P 500 AT 7,200 IN 12 MONTHS Bank of America raised its 12-month S&P 500 target to 7,200 (≈8% upside). Analysts cite stronger productivity, business investment, and easier monetary policy boosting rate-sensitive sectors. Key points: 🔸 Profit drivers: operating

*WALLER: STABLECOINS, WITH REG. PROTECTIONS. ADD PAYMENTS OPTION

🚨 *US GOLD RESERVES HIT $1 TRILLION IN VALUE AFTER RECORD RALLY

📅 PRESIDENT’S SCHEDULE — MONDAY, SEPT 29, 2025 🔸 9:00 AM — In-Town Pool Call Time 🔸 10:15 AM — Signs Executive Order (Oval Office, closed press) 🔸 11:00 AM — Greets Israeli Prime Minister (open press) 🔸 11:35 AM — Bilateral Meeting with Israeli PM (Oval Office, closed

A shutdown could delay major data releases (jobs report, CPI, retail sales) and raise uncertainty for markets, which would focus on the economic outlook rather than funding risks. Barclays sees a high chance of an October 1 shutdown, likely lasting at least five days and possibly

BARCLAYS ON POSSIBLE US GOVT SHUTDOWN 🔸 Rates markets may see shutdown as tilting Fed policy toward easing. 🔸 High chance of Oct 1 shutdown, likely ≥5 days; could last longer. 🔸 Each week cuts GDP growth ~0.1pp; usually recovered later. 🔸 Key data (jobs report, CPI,

$MCD - MCDONALD'S: MONOPOLY GAME RETURNING TO U.S. FOR FIRST TIME IN NEARLY A DECADE

GOLDMAN SACHS CUTS GLOBAL CREDIT TO UNDERWEIGHT FROM NEUTRAL RATING OVER THE 3-MONTH HORIZON

GOLDMAN SACHS RAISES GLOBAL EQUITIES TO OVERWEIGHT FROM NEUTRAL RATING OVER THE 3-MONTH HORIZON

TRUMP TO ATTEND MEETING WITH TOP GENERALS ON TUESDAY - WASHINGTON POST

Trump: ‘MAKE CRIME ILLEGAL AGAIN!’

“JIMMY KIMMEL LIVE!” TO RETURN TO NEXSTAR’S ABC AFFILIATED TELEVISION STATIONS

SCHUMER HAS EXIT STRATEGY IN EVENT OF GOVERNMENT SHUTDOWN: WSJ

*SUPREME COURT LETS TRUMP KEEP FREEZE ON EXPIRING FOREIGN AID

TRUMP: ORDERING MY ADMINISTRATION TO DECLASSIFY AND RELEASE ALL GOVERNMENT RECORDS RELATED TO AMELIA EARHART

S&P 500, NASDAQ COMPOSITE SNAP THREE-WEEK STREAK OF WEEKLY GAINS

U.S. MULLS NEW CHIP-CONTENT TARIFFS The Commerce Department is considering tariffs on imports based on the estimated value of their chip content, covering items from toothbrushes to laptops. The plan, still subject to change, would broaden Trump’s tariff push and risk higher

TRUMP ADMINISTRATION CONSIDERS TARIFFS ON FOREIGN ELECTRONIC DEVICES BASED ON THE NUMBER OF CHIPS IN EACH DEVICE, SOURCES SAY

*KRAKEN IN TALKS WITH STRATEGIC INVESTOR AT $20B VALUATION

*MADURO OFFERS TO HELP TRUMP HUNT FEARED VENEZUELAN GANG LEADERS

🚨 *TRUMP OPEN TO LIFTING RESTRICTIONS ON USE OF US-MADE LONG RANGE WEAPONS INSIDE RUSSIA: WSJ

TRUMP OPEN TO LIFTING RESTRICTIONS ON USE OF U.S.-MADE LONG-RANGE WEAPONS INSIDE RUSSIA, SOURCES SAY -- WSJ TRUMP TOLD ZELENSKY HE IS OPEN CHANGES AT MEETING EARLIER THIS WEEK, SOURCES SAY -- WSJ TRUMP DIDN'T COMMIT TO DOING SO, SOURCES SAY -- WSJ ZELENSKY ASKED FOR MORE

ELECTRONIC ARTS HAS MARKET VALUE OF AROUND $43B -- WSJ EA BUYERS INCLUDE SILVER LAKE AND SAUDI ARABIA'S PUBLIC INVESTMENT FUND, SOURCES SAY -- WSJ ELECTRONIC ARTS NEAR ROUGHLY $50B DEAL TO GO PRIVATE, SOURCES SAY -- WSJ

Electronic Arts Nears $50B Buyout Deal To Go Private; Silver Lake, Saudi PIF Among Investors In What Could Be Largest Leveraged Buyout Ever $EA

$EA - ELECTRONIC ARTS NEAR ROUGHLY $50B DEAL TO GO PRIVATE, SOURCES SAY -- WSJ

BRITAIN WOULD FACE 100% TARIFFS ON U.S. PHARMACEUTICALS UNDER TRUMP LATEST PLAN - SOURCES

Apple Builds ChatGPT-Like App To Test Revamped Siri; No Plans To Release Chatbot App Publicly $AAPL

BOWMAN: RECENT DATA, INCLUDING BENCHMARK PAYROLLS REVISIONS, SHOW WE ARE AT SERIOUS RISK OF ALREADY BEING BEHIND THE CURVE

BOWMAN: TIME FOR FOMC TO ACT DECISIVELY AND PROACTIVELY TO ADDRESS DECREASING LABOR MARKET DYNAMISM, EMERGING SIGNS OF FRAGILITY

WHITE HOUSE: LATEST PHARMACEUTICALS TARIFFS DON'T APPLY TO COUNTRIES WITH NEGOTIATED TRADE DEALS

SOFTBANK, ARK IN TALKS TO INVEST IN MAJOR TETHER FUNDING ROUND

ZELENSKY ASKED TRUMP FOR TOMAHAWK MISSILES TO FORCE PUTIN TO MAKE PEACE -AXIOS

U.S. OFFICIAL: INDIA TRADE TALKS 'ON POSITIVE TRACK'

INTERIOR MINISTRY OF GERMAN STATE SCHLESWIG-HOLSTEIN: DRONES SEEN OVERNIGHT INTERIOR MINISTRY OF SCHLESWIG-HOLSTEIN: INVESTIGATING FOR SUSPICION OF ESPIONAGE AND SABOTAGE

U.S. ATLANTA FED Q3 GDPNOW +3.9% VS +3.3% PRIOR

$F - FORD SHARES RISE 4% TO REACH HIGHEST SINCE JULY 2024

LUKASHENKO SAYS IF KYIV REJECTS PROPOSAL 'THEY WILL LOSE UKRAINE'

BELARUS PRESIDENT LUKASHENKO, AFTER MEETING PUTIN, SAYS THERE IS A 'GOOD PROPOSAL' ON THE TABLE FOR UKRAINE

STARBUCKS CTO DEB HALL LEFEVRE RESIGNED MONDAY, INTERNAL MEMO SAYS $SBUX

TRUMP: DON'T GIVE TYLENOL TO YOUR YOUNG CHILD FOR VIRTUALLY ANY REASON

TRUMP: TAKE CHICKEN P SHOT SEPARATELY, TAKE HEPATITAS B SHOT AT 12 YEARS OLD, OR OLDER, AND, IMPORTANTLY, TAKE VACCINE IN 5 SEPARATE MEDICAL VISITS

TRUMP: PREGNANT WOMEN, DON'T USE TYLENOL UNLESS ABSOLUTELY NECESSARY

BYTEDANCE TO GET ROUGHLY 50% OF TIKTOK U.S. PROFIT UNDER TRUMP DEAL

FAA To Allow Limited Delegation To Boeing For Issuing Airworthiness Certificates On Some 737 Max And 787 Planes Starting Sept. 29, 2025 $BA

CHINA'S PREMIER LI: THE WORLD IS ENTERING A NEW PERIOD OF TURBULENCE AND CHANGE, WITH UNILATERALISM AND COLD WAR MENTALITY MAKING A COMEBACK

TRUMP: ECONOMY IS DOING WELL, PRICES ARE DOWN

🚨 KREMLIN SAYS CALLS FOR SHOOTING DOWN RUSSIAN JETS AMOUNT TO SERIOUS SPIKE OF ESCALATION NEAR RUSSIAN BORDERS

🚨 TRUMP: IF GOVERNMENT HAS TO SHUT DOWN, IT WILL SHUT DOWN

*FIRE AT S.KOREA STATE DATA CENTER HITS GOVT WEBSITES: YONHAP

TRUMP ON COMEY INDICTMENT: THERE'S NO LIST, BUT THERE WILL BE OTHERS

*CHINA, RUSSIA EXCHANGE VIEWS ON ENERGY COOPERATION: MOFA

*MICHIGAN 5-10 YR INFL EXPECTATIONS AT 3.7% VS PRELIM. 3.9%

*MICHIGAN FINAL SEPT. 1-YR EXPECTED INFLATION AT 4.7% VS 4.8%

*MICHIGAN FINAL SEPT. CONSUMER SENTIMENT AT 55.1; EST. 55.4

🚨 TRUMP: THE ECONOMIC NUMBERS ARE GREAT

🚨 *TRUMP: LOOKS LIKE WE'LL HAVE A GAZA DEAL

$AAPL - EVERCORE ISI LIFTS APPLE PT TO $290 Evercore ISI raised Apple’s price target to $290 from $260, keeping an Outperform rating. A survey of 4,000 U.S. consumers points to a stronger-than-expected iPhone 17 refresh cycle, led by demand for Pro models and higher memory

BARKIN: HAVE TRUST IN THE PROCESS OF REAPPOINTING FED PRESIDENTS

*BARKIN: SEEMS TO BE HIGH DISSATISFACTION WITH FED COMMUNICATION

NETANYAHU: WE WON’T ALLOW TWO STATES

$TSLA - WEDBUSH LIFTS TESLA TARGET TO $600 Wedbush raised its Tesla price target from $500 to $600, citing an “accelerated AI path” centered on autonomous driving and robotics. The firm expects Robotaxi rollouts in 30+ U.S. cities within a year, estimating the AI/autonomous

ECONOMISTS LIFT U.S. GROWTH OUTLOOK Bloomberg’s latest survey sees U.S. GDP rising 1.6% in Q3 2025, up from 1.1%, with full-year growth revised to 1.7%. Inflation expectations held at 2.8%. Revised data showed Q2 growth at 3.8%, the strongest since 2023, though economists warn

BMO LIFTS S&P 500 TARGET TO 7,000 BMO Capital raised its year-end S&P 500 target to 7,000, aligning with its earlier bull-case scenario. The bank said the move reflects the market’s rally, resilience, and its long-term view of a 25-year secular bull market. BMO credited its

BOEING SHARES JUMP AS MUCH AS 4.7%, MOST SINCE JULY

BARKIN: UNEMPLOYMENT LOOKS A LITTLE SHAKIER, INFLATION BETTER

BARKIN: EMPLOYMENT TREND IS STARTING TO MOVE IN WRONG DIRECTION

NETANYAHU: ISRAEL HAS DEVASTATED IRAN'S ATOMIC WEAPONS, BALLISTIC MISSILES PROGRAM

US BANKS ORDERED TO DIG THROUGH ACCOUNT CLOSURES TO FIND ‘DEBANKING’ CASES- WSJ

GERMAN CHANCELLOR MERZ: WE ARE STILL FAR TOO DEPENDENT ON SOFTWARE FROM THE UNITED STATES

*US AUG. CORE PCE PRICE INDEX RISES 0.2% M/M; EST. +0.2% *US AUG. PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3% *US AUG. PCE PRICE INDEX RISES 2.7% Y/Y; EST. +2.7% *US AUG. CORE PCE PRICE INDEX RISES 2.9% Y/Y; EST. +2.9%

*US AUG. PERSONAL SPENDING RISES 0.6% M/M; EST. +0.5% *US AUG. PERSONAL INCOME RISES 0.4% M/M; EST. +0.3% *US AUG. REAL PERSONAL SPENDING RISES 0.4% M/M; EST. +0.2%

RUSSIA EXTENDS SANCTIONS AGAINST UK

NAVARRO: ORACLE TO FUNCTION AS THE GREAT FIREWALL OF AMERICA

$BA - FAA EXPECTED TO LIFT CAP ON 737 MAX PRODUCTION BUT TIMING UNCLEAR, SOURCES SAY -- WSJ

FAA TO EASE RESTRICTIONS ON BOEING 737 MAX DELIVERIES, SOURCES SAY -- WSJ

NAVARRO: CHINA, INDONESIA, VIETNAM DOMININATE FURNITURE SECTOR

NAVARRO: PHARMA TARIFF IS PART OF BROADER STRATEGY

ATHA ENERGY’S DRILLHOLE AT RIB NORTH IS EQUALLY, IF NOT MORE, PROMISING THAN THE DISCOVERIES AT ARROW AND TRIPLE R – HANNAM & PARTNERS $SASK $NXE $PDN.TO

DELL TECHNOLOGIES SHARES DOWN 2% PREMARKET; TRUMP ADMIN MAY REQUIRE U.S. TECH FIRMS TO MATCH CHIP IMPORTS 1:1 WITH DOMESTIC PRODUCTION OR FACE TARIFFS

BARKIN: HAVE TO BE ATTENTIVE TO HOW LITTLE THE FED KNOWS RIGHT NOW ABOUT HOW INFLATION AND UNEMPLOYMENT WILL EVOLVE

BARKIN: NOT SURE IF FED WILL CHANGE THE POLICY RATE IT TARGETS

$INTC doing somethinnnnn rn

*JAPAN'S AKAZAWA: CLOSELY MONITORING US TARIFFS AND THEIR IMPACTS *AKAZAWA: WILL RESPOND APPROPRIATELY TO TARIFFS AS NEEDED

BYTEDANCE WILL SET UP A NEW US COMPANY AS PART OF TIKTOK USA RESTRUCTURING - LATEPOST

*TRUMP: TARIFF WAIVED IF COMPANY BUILDING US MANUFACTURING PLANT

*TRUMP: 100% TARIFF ON BRANDED PHARMACEUTICAL PRODUCTS FROM OCT 1

*TRUMP: TO IMPOSE 50% TARIFF ON KITCHEN CABINETS, BATHROOM VANITIES

TRUMP SIGNING PROCLAMATION ALLOWING DEATH PENALTY IN WASHINGTON, D.C.

TRUMP: IF I THINK A CITY IS NOT SAFE, I WILL MOVE THE WORLD CUP OUTSIDE OF THAT CITY

TRUMP: WILL NOT ALLOW ISRAEL TO ANNEX WEST BANK

TRUMP: RUSSIA IS DOING POORLY

TRUMP: UKRAINE HAS A SHOT AT GETTING TERRITORY BACK

TRUMP SAYS COULD BE A GOVERNMENT SHUTDOWN

TRUMP: HUNGARY REALLY CAN'T STOP BUYING RUSSIAN OIL

TRUMP: SMALL BUSINESSES HAVE BECOME VERY SUCCESSFUL BECAUSE OF TIKTOK

META IS IN TALKS TO USE GOOGLE GEMINI FOR AD TARGETING - THE INFORMATION

TRUMP: I KNOW MICHAEL DELL IS INVOLVED; RUPERT MURDOCH IS INVOLVED

ORACLE GAINS 1.6% IN AFTER-HOURS TRADING

TRUMP: ORACLE PLAYING BIG PART IN TIKTOK

TRUMP: THE US GOVERNMENT WILL MAKE TAX MONEY FROM THE TIKTOK DEAL

TRUMP: WE'RE GOING TO GET A LOT OF MONEY IN TAXES

THE EU PLANS TARIFFS OF 25-50% ON CHINESE STEEL AND RELATED PRODUCTS - HANDELSBLATT

Costco Q4 Earnings $COST Net Income: $2.61B vs. $2.58B est EPS: $5.87 vs. $5.81 est

*DALY: MORE CUTS WILL BE NEEDED OVER TIME TO BALANCE RISKS

Fiserv Expands Advisory Services With Acquisition of Smith Consulting Group; Terms Not Disclosed $FI

U.S. STATE DEPT APPROVES POTENTIAL SALE OF AIM-120D-3 ADVANCED MEDIUM RANGE AIR-TO-AIR MISSILES TO GERMANY FOR AN ESTIMATED $1.23 BLN -PENTAGON

INTEL EXTENDS GAINS TO 9%

ELON MUSK: TESLA WENT PUBLIC FOR 0.1% OF ITS CURRENT MARKET CAPITALIZATION

*AMAZON, APPLE AMONG COMPANIES PROBED BY BIPARTISAN SENATORS

*AMAZON, APPLE AMONG COMPANIES PROBED BY BIPARTISAN SENATORS $AMZN $AAPL

*MEXICO CUTS KEY RATE BY 25BPS TO 7.50%; EST. 7.50%

INTEL HAS APPROACHED TSMC ABOUT INVESTMENTS OR MANUFACTURING PARTNERSHIPS-WSJ $INTC $TSM

ORACLE, SILVER LAKE AND MGX WOULD EACH TAKE A ROUGHLY 15% STAKE IN THE NEW TIKTOK US, AND THE INVESTORS MAY GET A BOARD SEAT EACH

Oracle, Silver Lake, and MGX to Be Main Investors in TikTok U.S. With Combined 45% Ownership – CNBC $ORCL

*LOGAN: MONEY MARKETS HAVE CHANGED, FED FUNDS TARGET IS OUTDATED

*FED'S LOGAN: TIME HAS COME TO PREPARE FOR NEW BENCHMARK RATE

*EUROPEAN OFFICIALS SEE RUSSIA'S ESTONIA INCURSION AS DELIBERATE

🚨 *EUROPEANS PRIVATELY TELL RUSSIA THEY’RE READY TO DOWN JETS

TESLA URGES TRUMP ADMINISTRATION NOT TO REPEAL VEHICLE EMISSIONS STANDARDS -FILING

TESLA URGES TRUMP ADMINISTRATION NOT TO REPEAL VEHICLE EMISSIONS STANDARDS -FILING $TSLA

WALDRON: US-CHINA RELATIONSHIP SEEMS TO BE GRADUALLY IMPROVING

GOLDMAN'S WALDRON SAYS I DON'T SEE ANY IMMINENT CONCERNS ABOUT U.S. ECONOMIC FUNDAMENTALS

GOLDMAN'S WALDRON SAYS U.S. SHOULD GET ITS SPENDING MORE UNDER CONTROL

GOLDMAN'S WALDRON SAYS U.S. FISCAL PICTURE DOESN'T APPEAR TO BE SUSTAINABLE FOR THE LONG TERM

META SET TO FACE EU FINDING IT FAILED TO POLICE ILLEGAL POSTS - BLOOMBERG NEWS $META

JPMORGAN STICKS TO RATE-CUT OUTLOOK DESPITE MIRAN’S PUSH JPMorgan’s Chief U.S. Economist Michael Feroli dismissed Fed Governor Stephen Miran’s call to cut rates to 2.5% or lower. The bank maintains its forecast for gradual 25 bp cuts until rates reach 3.25–3.5% early next year.

TRUMP: GOING TO TAKE TARIFF MONEY AND GIVE TO U.S. FARMERS

FED'S GOOLSBEE: FRONTLOADING RATE CUTS BEFORE IT'S CLEAR INFLATION WON'T BE PERSISTENT RUNS THE RISK OF A MISTAKE

TRUMP: I THINK IT'S TIME FOR RUSSIA TO STOP, I REALLY DO

U.S. HEALTH SECRETARY RFK JR SAYS ULTRA PROCESSED FOOD IS DRIVING CHRONIC DISEASES

TRUMP ON WAR IN UKRAINE: NATO RELATIONSHIP WITH U.S. STRONGEST IT'S EVER BEEN

TRUMP ON GAZA: I THINK WE'RE CLOSE TO A DEAL

TRUMP: COULD LIFT SANCTIONS ON TURKIYE ALMOST IMMEDIATELY

CITADEL'S GRIFFIN SAYS I THINK FED WILL CUT 1 MORE TIME THIS YEAR, 2 ON THE OUTSIDE

TRUMP: WILL MAKE GREAT TRADE DEALS WITH ERDOGAN

TRUMP PRAISES TURKEY FOR USING US EQUIPMENT, TRADE TRUMP: WILL HAVE LUNCH AND DISCUSS TRADE WITH TURKEY

CITADEL CEO KEN GRIFFIN SAYS INFLATIONARY IMPACT FROM TARIFFS IS 'STILL COMING'

CITADEL CEO KEN GRIFFIN SAYS IF I WERE PRESIDENT, I WOULD LET THE FED DO THEIR JOB

TRUMP, WITH TURKEY'S ERDOGAN: GOING TO DO ADDITIONAL TRADE

TRUMP AND ERDOGAN HOLD BILATERAL MEETING IN THE OVAL OFFICE

Amazon To Pay $2.5B In Fines And Consumer Redress In Prime Case Settlement; FTC Says $1.5B Consumer Fund Will Reimburse Customers $AMZN

*DOJ PUSHES FOR PROBE OF GEORGE SOROS’S FOUNDATION: NYT

Google Faces Potential Second EU Fine Under Landmark Digital Rules; Decision Delayed Amid US Trade Tensions – Sources $GOOGL

$GOOGL - GOOGLE SET TO BE HIT WITH SECOND FINE UNDER LANDMARK EU RULES IN COMING MONTHS, SOURCES SAY EU NOT RUSHING DECISION DUE TO US TRADE TENSIONS, CRITICISM, SOURCES SAY

LATVIAN FOREIGN MINISTER TELLS REUTERS: DENMARK HAS TOLD ALLIES DRONE INCURSIONS WERE CARRIED OUT BY A STATE ACTOR

CHINA PREMIER LI SAID TO MEET BLACKROCK AND CITADEL EXECUTIVES

S&P 500 TOUCHES SESSION HIGH AFTER PARING DECLINE TO 0.4%

BIPARTISAN GROUP WARNS OF ECONOMIC PERIL IF TRUMP FIRES COOK

INTEL SHARES JUMP 6.9% TO HIGHEST SINCE JULY 2024

BOWMAN SAYS TARIFFS WILL HAVE ONE-TIME PRICE IMPACT

$TSLA - TESLA SHARES SET FOR BIGGEST ONE-DAY DROP IN TWO MONTHS, LAST DOWN 3.8%

*LUTNICK DISCUSSED SOUTH KOREA INCREASING $350B PLEDGE: WSJ

TRUMP ADMINISTRATION AIMS FOR FINAL SOUTH KOREA DEAL WITH TERMS SIMILAR TO JAPAN AGREEMENT, SOURCES SAY -- WSJ

*TRUMP ADMINISTRATION AGREES TO USE AI MODELS FROM MUSKS XAI -- WSJ

*OILS HITS INTRADAY LOW AMID BROADER MARKETS SLUMP

*US AUG. EXISTING HOME SALES AT 4M; EST. 3.96M *US AUG. EXISTING HOME SALES FALL 0.2% M/M; EST. -1.5%

CBOE VOLATILITY INDEX TOUCHES OVER THREE-WEEK HIGH, LAST UP 1.26 POINTS AT 17.44

BTIG: S&P 500 FACES BIGGEST DOWNSIDE RISK SINCE APRIL BTIG warns the S&P 500 is most vulnerable to a pullback since April lows, citing stretched valuations, weakness in high-volatility and retail stocks, and private equity’s sharp drop. Investor complacency is rising, with low

*FRENCH MARKETS WATCHDOG SAYS COUNTRY TO AVOID FINANCIAL CRISIS

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00 PCT

CHINA, FRANCE, US, GERMANY, UK AND JAPAN RECORD LARGEST INCREASES IN DEBT LEVELS IN USD TERMS, SAYS IIF

GLOBAL DEBT HITS RECORD HIGH OF NEARLY $338 TRILLION IN Q2 2025, IIF GLOBAL DEBT MONITOR SHOWS

MUSK’S GROK AI CLEARED FOR USE ACROSS US GOVERNMENT AGENCIES

FRESH DATA WEAKENS CASE FOR RAPID FED CUTS After last week’s 25-bp cut, Fed Governor Miran pushed for faster easing, but Powell urged caution. New data show solid activity and limited layoffs, with Capital Economics noting the economy is “still doing just fine.” Markets sold

GOOLSBEE: IN SHORT-TERM, WHAT'S MOST WORRYING IS THE RISK THAT INFLATION RISES PERSISTENTLY

GOOLSBEE: AI ADOPTION BY BUSINESSES HASN'T BEEN AS BIG AS YOU THINK

CHINA LAUNCHED TRADE BARRIER PROBE INTO MEXICO

GOOLSBEE: HISTORICALLY A GOVERNMENT SHUTDOWN THAT'S SHORT OR NARROW DOES NOT HAVE LASTING ECONOMIC IMPACT

$CRWV - COREWEAVE WINS NEW OPENAI DEAL WORTH UP TO $6.5 BILLION, BRINGING TOTAL VALUE OF AGREEMENTS TO $22.4 BILLION

DXY DOLLAR INDEX RISES TO 3-WEEK HIGH OF 98.180 AFTER SOLID U.S. DATA

🚨 RUTTE: IF NECESSARY, RIGHT TO SHOOT DOWN RUSSIAN INCURSION JETS

GOOLSBEE SAYS RATES CAN DROP FURTHER IF STAGFLATION RISK FADES

🚨 NATO'S RUTTE ON TRUMP'S COMMENTS THAT NATO SHOOT DOWN RUSSIAN PLANES THAT INCUR AIRSPACE: IF SO NECESSARY

FED'S GOOLSBEE: JOB MARKET SEEMS TO BE COOLING, INFLATION IS GOING UP

U.S. S&P 500 E-MINIS DOWN 0.4%, NASDAQ 100 FUTURES DOWN 0.6%, DOW FUTURES DOWN 0.2%

*US 2Q PERSONAL SPENDING REVISED UP TO +2.5% PACE FROM +1.6%

US JOBLESS CLAIMS -14K TO 218K IN SEP-20 WK; SURVEY 235K US SEP-13 WEEK CONTINUING CLAIMS -2K TO 1,926,000 US SEP-13 WEEK JOBLESS CLAIMS REVISED TO 232K

*US PRELIM AUG. DURABLE GOODS ORDERS RISE 2.9% M/M; EST. -0.5% *US PRELIM AUG. DURABLE GOODS EX-TRANS RISE 0.4% M/M; EST. +0.0%

*US 2Q PERSONAL CONSUMPTION RISES ANNUALIZED 2.5% Q/Q *US 2Q CORE PCE RISES ANNUALIZED 2.6% Q/Q; EST. +2.5% *US 2Q GDP PRICE INDEX RISES ANNUALIZED 2.1% Q/Q; EST. +2.0%

*US 2Q GDP RISES ANNUALIZED 3.8% Q/Q; EST. +3.3%

*MIRAN: MISTAKE TO ATTRIBUTE ALL ASSET-PRICE CHANGES TO FED

HASSETT: DON'T WORRY ABOUT TARIFF PASS-THROUGH TO PRICES

HASSETT: WE CARE VERY MUCH THAT CHINA HAS STOPPED BUYING OUR AGRICULTURAL PRODUCTS

HASSETT: WE HAVE MADE ENORMOUS AMOUNT OF PROGRESS ON CHINA TRADE TALKS BUT STILL WORK TO DO

HASSETT: BESSENT PRACTICALLY TALKING TO CHINA EVERY DAY

HASSETT: US WILL BE A 'FIRM BACKSTOP' FOR ARGENTINA

GERMAN DEFENCE MINISTER PISTORIUS: TWO RUSSIAN LUCH OLYMP SURVEILLANCE SATELLITES CURRENTLY PURSUING TWO INTELSAT SATELLITES USED BY GERMAN FORCES AND OTHERS GERMAN DEFENCE MINISTER PISTORIUS: WE MUST NO LONGER IGNORE THE FUNDAMENTAL THREAT RUSSIA POSES IN SPACE

HASSETT: CHINA WILL LOSE AI BATTLE IF BLOCKED FROM NVIDIA CHIPS

LULA TO DISCUSS CRITICAL METALS PLAN WITH TRUMP: CNN BRASIL

MIRAN: OBVIOUS THAT OTHER PEOPLE ON THE FED DO NOT FEEL THE NEED TO MOVE URGENTLY

MIRAN: IN THE NEXT 6 MONTHS WOULD LIKE THE FED TO BE A LOT CLOSER TO NEUTRAL; CAN GET THERE IN A SERIES OF HALF POINT MOVES

MIRAN: LONGER FED STAYS RESTRICTIVE, GREATER THE ECONOMIC RISKS

MIRAN: WE HAVE DECENT SHOT AT 3% GROWTH FOR SECOND HALF OF 2025

MIRAN: EXPECTATION IS FOR SHELTER INFLATION TO FALL IN THE NEXT SIX TO 12 MONTHS

MIRAN: VIEW OF RATE CUTS BASED ON EXPECTATION THAT NEUTRAL IS BEING PUSHED LOWER BY TAX POLICY AND IMMIGRATION

PARIS CRIMINAL COURT HANDS FORMER FRENCH PRESIDENT SARKOZY SENTENCE OF 5 YEARS IN JAIL

TRUMP DEMANDS UN PROBE INTO ‘TRIPLE SABOTAGE’ Donald Trump claims his UN speech was hit by “triple sabotage”—an escalator glitch, a delayed teleprompter, and sound failures. He urged Secretary-General António Guterres to investigate and preserve security tapes, adding the Secret

ABC ENTERTAINMENT: ‘JIMMY KIMMEL LIVE’ RETURNED ON TUESDAY TO 6.26 MILLION TOTAL VIEWERS ON BROADCAST

NuScale Power Signs $32.3M Tri-Party Agreement With DOE And CFPP To Acquire CFPP’s Rights And Interests – SEC Filing $SMR

U.S. OPENS NEW NATIONAL SECURITY TARIFF PROBES INTO PERSONAL PROTECTIVE EQUIPMENT, MEDICAL EQUIPMENT, ROBOTICS, INDUSTRIAL MACHINERY

*TRUMP: WILL SIGN EXECUTIVE ORDER ON DOMESTIC TERRORISM NETWORKS

TRUMP: I HAVE BEEN BRIEFED ON DEADLY SHOOTING AT ICE FIELD OFFICE IN DALLAS, TEXAS

TRUMP: WILL BE SIGNING AN EXECUTIVE ORDER THIS WEEK TO DISMANTLE ANTIFA NETWORKS

FED'S DALY: FURTHER POLICY ADJUSTMENTS LIKELY WILL BE NEEDED AS FED WORKS TO RESTORE PRICE STABILITY, PROVIDE NEEDED SUPPORT TO LABOR MARKET

BRAZIL'S LULA: I WAS HAPPY WHEN TRUMP SAID WE HAD GOOD CHEMISTRY

Stitch Fix Q4 2025 Earnings $SFIX • Net Income: - $8.6M vs. est. - $13.7M • Revenue: $311.2M vs. est. $309.3M • Adjusted EBITDA: $8.7M vs. est. $6.46M • EPS: - $0.07 vs. est. - $0.10

SYNOPSYS COLLABORATES WITH TSMC TO ENABLE 2D AND 3D DESIGN SOLUTIONS $SNPS $TSM

NATIONAL SECURITY AGENCY RENEWS $20+ MILLION ANNUAL CONTRACT WITH COGNYTE $CGNT

*INTEL IS SAID TO ASK APPLE TO INVEST AS PART OF COMEBACK BID

*INTEL IS SAID TO ASK APPLE TO INVEST AS PART OF COMEBACK BID $INTC $AAPL

*SENATE PANEL TO HOLD TAXATION OF DIGITAL ASSETS HEARING OCT 1

XCEL ENERGY: REACHES AGREEMENTS IN PRINCIPLE TO RESOLVE ALL LITIGATION RELATED TO 2021 MARSHALL FIRE $XEL

WITKOFF: WE HAVE A DESIRE TO NEGOTIATE WITH IRAN

WITKOFF: IRAN IS IN A TOUGH POSITION

US STATE DEPT: RUBIO REITERATED TRUMP'S CALL FOR KILLING TO STOP AND NEED FOR MOSCOW TO TAKE MEANINGFUL STEPS TOWARD END OF RUSSIA-UKRAINE WAR

*TRUMP, WITKOFF PRESENT GAZA PEACE PLAN TO ARAB LEADERS: AXIOS

$MRVL on watch

G7 COUNTRIES CONSIDERING PRICE FLOORS FOR RARE EARTH PRODUCTION TO COUNTER CHINA, SOURCES SAY G7 DISCUSSED IMPOSING TAXES ON CHINA'S RARE EARTH EXPORTS, NO DECISION TAKEN, SOURCES SAY