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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

RUSSIA'S LAVROV MEETS U.S. RUBIO - RIA

WARREN CALLS FOR PROBE INTO TRUMP FAMILY FOREIGN CRYPTO DEALS

U.S. TRADE REP, COMMERCE DEPARTMENT NOTICE LISTS EU PHARMACEUTICALS AND AIRCRAFT, AIRCRAFT PARTS AMONG ITEMS EXEMPTED FROM 15% TARIFF UNDER US-EU TRADE AGREEMENT

U.S. CONFIRMS EU AUTOS AND AUTO PARTS WILL FACE 15% TARIFFS RETROACTIVE TO AUG. 1 -- FILING

META CEO MARK ZUCKERBERG SAYS INSTAGRAM HAS GROWN TO 3 BILLION MONTHLY ACTIVE USERS $META

$META - META CEO MARK ZUCKERBERG SAYS INSTAGRAM HAS GROWN TO 3 BILLION MONTHLY ACTIVE USERS

🚨 TRUMP PROMISES ARAB LEADERS HE WON’T LET ISRAEL ANNEX THE WEST BANK -POLITICO

CATHIE WOOD: AI REDUCES NEED FOR HIRING AT ARK Ark Invest’s Cathie Wood said AI lets the firm run leaner, cutting back on new hires. She cited Elon Musk’s philosophy that additions require a strong case but noted Ark will still recruit research associates to bring in fresh

*IRAN'S PEZESHKIAN: IRAN WILL NEVER SEEK NUCLEAR WEAPONS

*US AUG. NEW HOME SALES AT 0.8M; EST. 0.650M *US AUG. NEW HOME SALES RISE 20.5% M/M; EST. -0.3%

INTEL SHARES UP 4%

ARGENTINA MAIN STOCK INDEX UP OVER 5% IN EARLY TRADING

SIZE OF EU REPARATIONS LOAN TO UKRAINE COULD BE UP TO 130 BILLION EUROS, OFFICIALS SAY

HOMELAND SECURITY SECRETARY NOEM SAYS THERE WAS A SHOOTING AT DALLAS ICE DETENTION FACILITY -SOCIAL MEDIA NOEM SAYS MULTIPLE INJURIES, FATALITIES AND SHOOTER IS DEAD

BESSENT: ANYONE FUNDING DOMESTIC TERRORISM WILL BE HELD ACCOUNTABLE

BESSENT ON SOROS: EVERYTHING IS ON THE TABLE

SURVEY: 1/3 OF GLP-1 USERS ARE LOWER-INCOME A BTIG survey of 1,000 U.S. GLP-1 users found one-third earn under $45k, despite drug costs of $500–$1,000/month. Analysts cite cheaper compound versions (~$130) and Medicaid coverage as expanding access. The drugs are reshaping

BESSENT: TRUMP WILL FOLLOW THE MONEY ON ANTIFA INVESTIGATIONS

BESSENT: US NOT GOING TO GET INVOLVED IN TROOPS IN WAR IN UKR

$AAPL - UBS: IPHONE 17 DEMAND MAY LIMIT APPLE ASP GROWTH UBS says Apple’s new iPhone 17 lineup shows mixed demand. Wait times for the entry-level model are longer year over year, especially in the U.S. (~18 days vs. 11 for iPhone 16) and China (~25 vs. 9), suggesting strength in

BOFA: Q4 IS HISTORICALLY STRONG FOR STOCKS Bank of America says Q4 is typically the best quarter for equities, with all major indices showing positive average returns. The S&P 500 has gained 2.8% on average, the Nasdaq 100 6.2%, and the Russell 2000 4.6%. Tech leads, rising 80%

BESSENT: US VULNERABLE IN SOME INDUSTRIES, NEEDS TO SHORE UP

BESSENT SAYS RARE EARTH MINERALS FROM CHINA ARE FLOWING

BESSENT: US STAKE IN INTEL VALIDATED BY NVIDIA ACTION

$ORCL - ORACLE AIMS TO RAISE ABOUT $15 BILLION FROM CORPORATE BOND SALE ORACLE BOND SALE PROCEEDS INCLUDE FUNDING FUTURE INVESTMENTS

BESSENT CRITICIZES DEMOCRATIC PROPOSALS ON GOVERNMENT FUNDING

BESSENT: DOESN'T KNOW IF THERE WILL BE A GOVERNMENT SHUTDOWN NEXT WEEK

*BESSENT SAYS DISCUSSING $20B SWAP LINE WITH ARGENTINA

$NVDA - NVIDIA SECURES AI EDGE WITH $100B OPENAI DEAL Nvidia’s $100B investment in OpenAI helps lock in demand from its biggest customer and reinforces its lead in AI training chips, says Mizuho’s Vijay Rakesh. The partnership, which boosted Nvidia’s market cap by $150–200B,

BESSENT: COUPLE OF FED CANDIDATES SURPRISED ME

BESSENT ON ARGENTINA: WE STAND READY TO DO WHAT IS NEEDED TO SUPPORT IT

BESSENT: REVISIONS ON JOBS SHOW SOMETHING WAS WRONG

BESSENT: SURPRISED FED CHAIR POWELL HASN'T SIGNALED DESTINATION FOR INTEREST RATES

BESSENT: NOT SURE WHY POWELL HAS BACKED UP A BIT

NVIDIA: DIRECTOR MARK A STEVENS REPORTS SALE OF 350,000 COMMON SHARES AT AVG PRICE OF $176.3923/SHARE ON SEPT 19 - SEC FILING $NVDA

NVIDIA’S $100B BET ON OPENAI RAISES BUBBLE FEARS Nvidia will invest up to $100 billion in OpenAI to expand data centers powered by its chips. Analysts warn of circular financing, inflated demand, and bubble-like risks. Bernstein’s Stacy Rasgon called the deal unprecedented in

Micron Technology Q4 Earnings $MU EPS $2.83 Adj EPS $3.03 vs $2.86 Est Revenue $11.32B vs $11.21B Est Net Income $3.20B Adj Net Income $3.47B vs $3.16B Est Q1 EPS Guidance $3.56 Q1 Adj EPS Guidance $3.75 Q1 Revenue Guidance $12.5B Q1 Gross Margin Guidance 50.5%

TRUMP: RELATIONSHIP WITH PUTIN DIDN’T MEAN ANYTHING UNFORTUNATELY

BOEING DEFENSE, SPACE & SECURITY PARTNERS WITH PALANTIR TO ACCELERATE AI ADOPTION ACROSS DEFENSE, CLASSIFIED PROGRAMS $BA $PLTR

OpenAI and Oracle Plan Data Center Expansion in Texas — The Information $ORCL

ORACLE AND OPENAI EXPECTED TO ANNOUNCE EXPANSION OF TEXAS DATACENTER:INFORMATION

TRUMP, ASKED IF U.S. WOULD SUPPORT IN SHOOTING DOWN RUSSIAN AIRCRAFT, SAYS: DEPENDS ON CIRCUMSTANCE

TRUMP: NATO COUNTRIES SHOULD SHOOT DOWN RUSSIAN AIRCRAFT IF THEY ENTER NATO AIRSPACE

Ford Expands Recall Of 2020 Expedition And Lincoln Navigator SUVs Over Underhood Fire Risk; 4,632 Vehicles Affected In U.S. Due To Potential Electrical Short In Battery Junction Box Circuit Board $F

$DIS - DISNEY IS RAISING THE PRICE OF DISNEY PLUS SUBSCRIPTIONS FROM OCTOBER 21ST - THE VERGE DISNEY+ STANDALONE PLAN WITH ADS WILL INCREASE BY $2 TO $11.99 PER MONTH, NO-ADS DISNEY+PREMIUM PLAN WILL INCREASE BY $3 PER MONTH- THE VERGE

POWELL: WE NEVER TAKE POLITICS INTO ACCOUNT POWELL: MANY PEOPLE DON'T BELIEVE US

POWELL: OUR FORECAST IS FOR TARIFFS TO BE A ONE-TIME PASSTHROUGH, FINISHED BY END OF NEXT YEAR

POWELL: TARIFF IMPACT ON CONSUMER INFLATION 'NOT THE BIG FACTOR'

POWELL: FEDERAL TARIFF REVENUE HAS JUMPED

POWELL: IT LOOKS LIKE MIDDLE GROUP ABSORBING TARIFFS, NOT PASSING MUCH ON TO CONSUMERS

POWELL: YOUNG PEOPLE WILL NEED HIGHER SKILL LEVEL IN EVOLVING LABOR MARKET

GOOGLE: STARTING TO ROLL OUT CONVERSATIONAL EDITING FEATURE FIRST INTRODUCED ON PIXEL 10 TO ALL ELIGIBLE ANDROID USERS IN U.S. - WEBSITE $GOOGL

POWELL: NOT HIRING MAY BE ONE WAY OF PASSING ON TARIFF COSTS

POWELL: DUE TO AI, 'SOME JOBS ARE GOING TO BE PHASED OUT'

*POWELL: EQUITY PRICES ARE FAIRLY HIGHLY VALUED

*POWELL: SOME ASSET PRICES ELEVATED VERSUS HISTORICAL LEVELS

POWELL: WE'RE NOT TARGETING PRICES FOR FINANCIAL ASSETS

POWELL: TOWARDS NEXT MEETING WILL LOOK AT LABOR MARKET, GROWTH DATA, INFLATION DATA TO ASK IF POLICY IN RIGHT PLACE

POWELL: OVER THE SUMMER LABOR MARKET HAS SOFTENED

IRAN'S SUPREME LEADER KHAMENEI SAYS WE DO NOT NEED NUCLEAR WEAPONS, AND DO NOT INTEND TO PRODUCE THEM

POWELL: FED FACES “NO RISK-FREE PATH” ON INFLATION AND JOBS Fed Chair Jerome Powell said the central bank faces tough trade-offs in balancing inflation and employment, with “no risk-free path.” Speaking in Rhode Island, he noted: 🔸 Growth slowed to ~1.5% in H1 2025 (vs. 2.5%

*HOUSE DEMOCRATS TO MEET SEPT. 29 IN DC TO DISCUSS GOVT FUNDING

POWELL: AFTER SEPTEMBER CUT, FED IS 'WELL POSITIONED'

*POWELL: CONSUMER SPENDING HAS SLOWED, BUSINESSES SAY UNCERTAINTY WEIGHS ON OUTLOOK

POWELL: TARIFF INCREASES WILL LIKELY SHOW UP AS SOMEWHAT HIGHER INFLATION OVER SEVERAL QUARTERS

POWELL: LONG-RUN INFLATION EXPECTATIONS IN LINE WITH 2% TARGET

*POWELL: UNCERTAINTY OVER INFLATION’S PATH REMAINS HIGH

TRUMP: MILEI HAS MY COMPLETE AND TOTAL ENDORSEMENT FOR RE-ELECTION AS PRESIDENT

AUTOMAKERS ASK TRUMP ADMINISTRATION TO EASE EPA EMISSIONS RULES, CITING SLOWING ELECTRIC VEHICLE SALES, ACCORDING TO FILING

Meta Introduces Message Translations On WhatsApp; Feature Launches In 6 Languages On Android And 19 On iPhone, With More To Follow $META

TRUMP: I BELIEVE THE SPEECH WAS VERY WELL RECEIVED

MORGAN STANLEY TO LAUNCH CRYPTO TRADING ON E-TRADE BY H1 2026 Morgan Stanley will offer retail crypto trading via E-Trade by mid-2026, CNBC reports. Partnering with ZeroHash for custody and settlement, the platform will start with BTC, ETH, and SOL, with plans to add tokenized

TRUMP ENDS ADDRESS TO UNITED NATIONS GENERAL ASSEMBLY

BRAZIL'S REAL STRENGTHENS 1% VS U.S. DOLLAR IN SPOT TRADING BRAZIL'S BENCHMARK STOCK INDEX BOVESPA RISES MORE THAN 1%, HITTING INTRADAY ALL-TIME HIGH

TRUMP: WITHOUT US, BRAZIL WILL FAIL

TRUMP: TARIFFS ARE A DEFENSE MECHANISM

*TRUMP ON GAS PRICES: WILL BE MUCH LOWER A YEAR FROM NOW *TRUMP PRAISES FALLING GAS PRICES

*TRUMP CRITICIZES CHINA FOR CO2 EMISSIONS

*TRUMP URGES EUROPE TO ADDRESS IMMIGRATION, ENERGY

Trump: "If you don't get away from this green scam, your country is going to fail--and I'm really good at predicting things."

TRUMP: CLIMATE CHANGE IS THE GREATEST CON JOB

TRUMP: RENEWABLES ARE A JOKE, THEY DON'T WORK

TRUMP: TO ANYONE BRINGING DRUGS INTO US, WE WILL BLOW YOU OUT OF EXISTENCE

TRUMP: EUROPE IS IN SERIOUS TROUBLE

FED'S BOSTIC: IT'S POSSIBLE NEUTRAL RATE IS RISING

TRUMP: UN IS SUPPOSED TO STOP INVASIONS, NOT CREATE THEM OR FINANCE THEM

*TRUMP: UN IS 'FUNDING AN ASSAULT' ON WESTERN COUNTRIES

TRUMP: UNCONTROLLED MIGRATION IS TOP ISSUE OF OUR TIME TRUMP: UN IS FUNDING UNCONTROLLED MIGRATION

TRUMP: IF WE EVER USE THEM, THE WORLD MAY LITERALLY COME TO AN END

TRUMP: IRAN CAN NEVER POSSESS NUCLEAR WEAPON

TRUMP: NUCLEAR WEAPONS POSE GREAT DANGER

$NVDA - NVIDIA COULD SEE 400–500% RETURN ON OPENAI DEAL Benchmark’s Cody Acree says Nvidia’s $100B OpenAI investment could yield a 4–5x return, with each 1 GW of AI datacenter capacity worth $40–50B. OpenAI plans to deploy 10 GW using Nvidia systems. Acree notes the deal hinges

TRUMP: THE UN WASN'T THERE FOR US

TRUMP: I HAD TO END WARS INSTEAD OF UNITED NATIONS

TRUMP: STOCK MARKET IS DOING BETTER THAN IT'S EVER DONE

TRUMP PRAISES STOCK MARKET RALLY

$OPEN - OPENDOOR TECHNOLOGIES SHARES FALL 8.3% AFTER TOP SHAREHOLDER SELLS ABOUT $95 MLN WORTH OF SHARES

TRUMP: THIS IS THE GOLDEN AGE OF AMERICA

TRUMP: WE ARE THE HOTTEST COUNTRY ANYWHERE IN THE WORLD

GERMAN INSTITUTES NOW EXPECT 2025 ECONOMIC GROWTH AT 0.2%, 2026 AT 1.3% AND 2027 AT 1.4% - SOURCES TELL REUTERS

TRUMP ON TRUTH SOCIAL: 'THERE ARE CONSEQUENCES TO LOSING ELECTIONS BUT, BASED ON THEIR LETTER TO ME, THE DEMOCRATS HAVEN'T FIGURED THAT OUT YET'

*TRUMP URGES DEMOCRATS TO BECOME ` REALISTIC'

*US S&P SEPT. MANUFACTURING PMI AT 52; EST. 52.0 *US S&P SEPT. COMPOSITE PMI AT 53.6; PREV. 54.6 *US S&P SEPT. SERVICES PMI AT 53.9; EST. 54.0

TRUMP TO DEMOCRATS ON SHUTDOWN: THE BALL IS IN YOUR COURT

FED'S BOWMAN: SEE THREE CUTS TOTAL FOR 2025

TRUMP: WE MUST KEEP THE GOVERNMENT OPEN

🚨TRUMP: I HAVE DECIDED THAT NO MEETING WITH DEMOCRATS CONGRESSIONAL LEADERS COULD POSSIBLY BE PRODUCTIVE

DOW HITS INTRADAY RECORD HIGH, LAST UP 0.3%

META LAUNCHES SUPER PAC TO FIGHT AI REGULATION - AXIOS

TRUMP ADMINISTRATION PROPOSES NEW H-1B VISA PROCESS FAVORING HIGHER SKILLED, BETTER PAID WORKERS - FEDERAL REGISTER NOTICE

ATHA ENERGY MAKES MAJOR NEW DISCOVERY AT ANGILAK PROJECT; DRILLS BEST EXPLORATION HOLE TO DATE - $SASK

POWELL TO SPEAK AFTER FED’S FIRST 2025 RATE CUT Fed Chair Jerome Powell speaks today at 12:35 p.m. ET in Rhode Island, a week after the Fed cut rates by 25 bps to 4.00%–4.25%. Investors will watch for guidance on future moves. Powell has stressed the cut was a “risk management”

MORGAN STANLEY TAPS PARTNER ZEROHASH TO OFFER CRYPTO TO E*TRADE CLIENTS

BOWMAN: WILL NEED FASTERCUTS IF JOB MARKET CONTINUES WORSENING

BOWMAN: FED AT SERIOUS RISK OF BEING BEHIND THE CURVE

FED'S BOWMAN SAYS TIME TO ACT DECISIVELY ON RATE CUTS

BOWMAN: EXPECT LAST WEEK'S CUT A FIRST STEP TOWARDS A MORE NEUTRAL RATE IF ECONOMY EVOLVES AS EXPECTED

*GOOLSBEE: RIGHT NOW, I'M NOT THINKING ABOUT 50 BASIS-POINT CUTS

FED'S GOOLSBEE: WE NEED TO BE A BIT CAREFUL ABOUT GETTING AGGRESSIVE

GOOLSBEE: NEUTRAL IS 100-125 BASIS POINTS BELOW CURRENT RATE

FED'S GOOLSBEE: ANYONE SAYING WE'RE RAISING THE INFLATION TARGET, THAT'S DANGEROUS TALK

FED'S GOOLSBEE: HAVE TO GET INFLATION 2%, PERIOD

GOOLSBEE: WE DID NOT MOVE INFLATION TARGET

CURRENT ACCOUNT BALANCE (2Q) -$251.3B VS -$256.6B EXPECTED

SECRET SERVICE DISMANTLES TELECOM THREAT NEAR U.N. ASSEMBLY The Secret Service said it dismantled a network of 300 servers and 100,000 SIM cards across the NYC area capable of disrupting cell service and launching telecom attacks ahead of the U.N. General Assembly. The devices,

$NVDA - BERNSTEIN: NVIDIA–OPENAI DEAL A POSITIVE CATALYST Bernstein reiterated an Outperform on NVIDIA (NVDA) with a $225 PT, citing its new partnership with OpenAI. NVIDIA may invest up to $100B as OpenAI deploys 10 GW of datacenter capacity using NVIDIA systems, with the first

$TSLA - UBS SEES TESLA Q3 DELIVERIES ABOVE CONSENSUS UBS raised its Tesla Q3 delivery forecast to 475,000 units, about 8% above Wall Street consensus and up 24% QoQ. The increase reflects strong U.S. demand ahead of the IRA tax credit phase-out, record U.S. deliveries since

ROBINHOOD ( $HOOD) PT RAISED TO $140 AT PIPER SANDLER ON PREDICTION MARKET GROWTH Piper Sandler raised Robinhood’s target to $140 (from $120), citing strong upside from prediction markets via its Kalshi partnership. September event contract volumes are set to hit a record $2.6B,

CHINA'S C. BANK: GOVERNOR PAN GONGSHENG MEETS BRIDGEWATER'S RAY DALIO

TRUMP TO MENTION STRIKES AGAINST NARCOTERRORISTS AT UN: LEAVITI

RUSSIA: EUROPE PREPARING TO 'OCCUPY' MOLDOVA Russia's Foreign Intelligence Service (SVR) stated on Tuesday that European countries are preparing to intervene militarily in Moldova. Furthermore, the SVR revealed that it detected a NATO buildup along the Romania-Moldova border.

DIMON ON INTEREST RATES - GONNA BE HARD FOR THE FED TO CUT MORE

JPMORGAN CEO DIMON ON TRUMP'S H1-B ANNOUNCEMENT SAYS IT CAUGHT EVERYONE OFF GUARD, WE HAD A LOT OF PHONE CALLS OVER THE WEEKEND- CNBC-TV18 INTERVIEW

TRUMP ADMINISTRATION CANCELED GRANTS FOR STREET SAFETY, PEDESTRIAN TRAILS, AND BIKE LANES, CITING PROJECTS “AREN’T DESIGNED FOR CARS”

TRUMP SIGNED AN ORDER OFFICIALLY DESIGNATING ANTIFA AS A DOMESTIC TERRORIST ORGANIZATION -WHITE HOUSE

NORTH KOREA'S KIM SAYS NORTH KOREA WILL PROMOTE RELATIONS WITH CHINA MORE VIGOROUSLY IN COMMON STRUGGLES -KCNA

TRUMP: ADVIL HAS BEEN 'PROVEN BAD'

*RFK JR: LEUCOVORIN CAN HELP CHILDREN WITH AUTISM

KENNEDY: NIH WILL FOCUS ON FINDING THE CAUSE OF AUTISM.

TRUMP ON MMR VACCINE : IT SEEMS TO BE THAT WHEN YOU MIX THEM, THERE COULD BE A PROBLEM

TRUMP: RECOMMEND THAT HEPATITIS B SHOT BE GIVEN AT 12 YEARS OLD

*TRUMP ON TYLENOL: DON'T TAKE IT

TRUMP: WANT NO MERCURY IN VACCINE OR ALIMUNIUM

TRUMP: YOU SHOULD NOT GIVE TYLENOL TO A CHILD

TRUMP: TAKING TYLENOL IS NOT GOOD

Trump Says FDA Will Notify Physicians That Acetaminophen or Tylenol Use During Pregnancy Can Be Associated With Increased Autism Risk; Calls Tylenol “Not Good” $KVUE

TRUMP: TYLENOL CAN BE ASSOCIATED WITH INCREASED AUTISM RISK

TRUMP TO PRESENT ARAB LEADERS WITH U.S. PRINCIPLES FOR ENDING GAZA WAR - AXIOS

TRUMP WILL MEET WITH HOUSE MINORITY LEADER HAKEEM JEFFRIES AND SENATE MINORITY LEADER CHUCK SCHUMER THIS WEEK

*DISNEY SAYS JIMMY KIMMEL LIVE SHOW TO RETURN ON TUESDAY

WALMART: SAME-DAY PHARMACY DELIVERY INCLUDES REFRIGERATED AND RECONSTITUTED MEDICATIONS-SUCH AS INSULIN, GLP-1S & AVAILABLE ACROSS U.S. $WMT

$NVDA - NVIDIA CEO: OPENAI DEAL IS LARGEST COMPUTING PROJECT EVER Nvidia CEO Jensen Huang called the OpenAI partnership “the largest computing project in history,” citing soaring demand from ChatGPT. He said the effort will build AI infrastructure to move technology from labs to

$AAPL - WEDBUSH: STRONG IPHONE 17 DEMAND SIGNALS UPGRADE CYCLE Wedbush raised Apple’s target to $310 from $270, citing iPhone 17 sales tracking 10–15% above iPhone 16, with strong Pro demand and surprising interest in iPhone Air. China remains key as Apple faces tough

MATCH, BUMBLE DOWN AS META SAYS FACEBOOK DATING ADDS FEATURES

*US SEEKING TO MAKE OIL, GAS DEALS AT CLIMATE WEEK, UNGA: AXIOS

META: TODAY, WE’RE INTRODUCING DATING ASSISTANT AND MEET CUTE, 2 NEW FACEBOOK DATING FEATURES META: DATING ASSISTANT WILL BEGIN ROLLING OUT GRADUALLY IN US & CANADA - WEBSITE

META: DATING ASSISTANT WILL BEGIN ROLLING OUT GRADUALLY IN US & CANADA - WEBSITE $MTCH $META

$MSFT $NVDA - NVIDIA DEAL DOESN’T CHANGE ANY OF OPENAI’S COMPUTE PLANS, INCLUDING PARTNERSHIP WITH MICROSOFT OR ITS EFFORTS TO BUILD ITS OWN CHIPS, SOURCE SAYS

BRAZIL'S GOVERNMENT: U.S. MOVE AN ATTACK ON BRAZIL'S SOVEREIGNTY; COUNTRY 'WILL NOT BEND TO YET ANOTHER AGGRESSION'

WHITE HOUSE: TRUMP AWARE OF RUSSIA'S NEW START TREATY OFFER

WHITE HOUSE: TRUMP TO SIGN TIKTOK DEAL LATER THIS WEEK

WHITE HOUSE ON BORDER CZAR HOMAN: HOMAN NEVER TOOK $50,000 PAYMENT WHITE HOUSE: TRUMP STANDS BY HOMAN WHITE HOUSE ON BORDER CZAR HOMAN: FBI FOUND NO EVIDENCE OF WRONGDOING OR CRIMINAL ACTIVITY

$NVDA - DA DAVIDSON ON NVIDIA-OPENAI DEAL: CONCERNS DESPITE BUY RATING DA Davidson kept a Buy rating and $210 target on NVIDIA after its $100B investment pledge and 10 GW system deal with OpenAI. While supportive for OpenAI, the firm warns NVIDIA risks acting as the “investor of

TRUMP ON TRUTH SOCIAL: KAZAKHSTAN HAS 'SIGNED THE LARGEST RAILROAD EQUIPMENT PURCHASE IN HISTORY'

WHITE HOUSE: PRESIDENT INTENDS TO SIGN ORDER DESIGNATING ANTIFA AS TERRORIST ORGANIZATION AS SOON AS TODAY

WHITE HOUSE: TRUMP SECURED 9 TRILLION USD IN INVESTMENT; EXPECT THE NUMBER TO GO UP TO 15 TRILLION SOON

WHITE HOUSE: CAN EXPECT FURTHER ACTION AGAINST LEFT-WING GROUPS SOON

*GAVIN NEWSOM ELIMINATES A 25% TAX INCREASE ON CANNABIS INDUSTRY

🚨 WHITE HOUSE: TRUMP WILL GIVE MAJOR SPEECH TOMORROW MORNING

GOVERNOR GAVIN NEWSOM: SIGNED LEGISLATION THAT ELIMINATES A 25% TAX INCREASE ON CALIFORNIA’S LEGAL CANNABIS INDUSTRY

SPOT GOLD RISES ABOVE $3,740/OZ

$NVDA - NVIDIA SHARES HIT INTRADAY RECORD HIGH, LAST UP 4.1%

$NVDA - NVIDIA'S EQUITY INVESTMENT IN OPENAI DOES NOT CONFER CONTROL RIGHTS - SOURCE SAYS

MIRAN: TRUMP HAS NEVER ASKED ME TO PURSUE A SPECIFIC POLICY

$NVDA - *NVIDIA TO INVEST FIRST 10% IN OPENAI WHEN 1 GIGAWATT DEPLOYED

MIRAN: AFTER STEEP CUTS, 'A LITTLE' MORE CUTTING IN 2026, 2027

*HAMMACK: IF FED CUTS TOO QUICKLY, COULD START OVERHEATING AGAIN

HAMMACK: I EXPECT ANOTHER WAVE OF PRICE PRESSURES EARLY NEXT YEAR

NVIDIA SHARES EXTEND GAINS TO 2.6%

$NVDA - NVIDIA CORP - TO INVEST UP TO $100 BLN IN OPENAI NVIDIA CORP - FIRST GIGAWATT OF NVIDIA SYSTEMS TO DEPLOY IN 2026

OpenAI And Nvidia Announce Strategic Partnership To Deploy 10 GW Of Nvidia Systems; Nvidia To Invest Up To $100B In OpenAI, First GW Deploys In 2026 $NVDA

*MIRAN: APPROPRIATE FED FUNDS RATE IS ROUGHLY 2% TO 2.5% *MIRAN: MULTIPLE TRUMP POLICIES ARE LOWERING NEUTRAL RATE *FED’S MIRAN SAYS CURRENT INTEREST RATES ’VERY RESTRICTIVE’

TRUMP: VENEZUELAN MILITIA TRAINING IS 'VERY SERIOUS THREAT

TRUMP: WE CAUGHT THE VENEZUELAN MILITIA IN TRAINING

$GOOGL on watch

SPOT GOLD RISES ABOVE $3,730/OZ

APPLE SHARES EXTEND CLIMB TO AS MUCH AS 4.1%

*BESSENT:READY FOR LARGE, FORCEFUL ARGENTINA INTERVENTION: CNBC

*BESSENT: 10 FED CHAIR CANDIDATES INTERVIEWED BY NEXT WEEK: CNBC

$XYZ downside watch

BESSENT: WILL BEGIN NARROWING LIST OF INTERVIEWED CANDIDATES BY NEXT WEEK

BESSENT, ASKED IF HE IS A FED CHAIR CANDIDATE, SAYS TRUMP LIKES HIM AT TREASURY, 'I LIKE WHERE I AM'

UNITED STATES AND ALLIES WILL DEFEND EVERY INCH OF NATO TERRITORY - US AMBASSADOR TO UNITED NATIONS

GAMESTOP SHARES HIT 3 1/2-MONTH HIGH, LAST UP 4.4% $GME

GAMESTOP SHARES HIT 3 1/2-MONTH HIGH, LAST UP 4.4%

KALSHI SURGES PAST POLYMARKET IN VOLUME, GRABS GLOBAL DOMINANCE KALSHI IS UP FROM 3.1% to 62.2% MARKET SHARE IN ONE YEAR - THE BLOCK

NIKE-LAUNCHES FIRST NIKESKIMS PRODUCT LINE, COLLECTION WILL BE AVAILABLE SEPT 26 AT NIKE AND SKIMS’ WEBSITES AND SELECT RETAIL LOCATIONS $NKE

SENIOR WHITE HOUSE OFFICIALS ON TIKTOK DEAL: VALUATION WILL BE 'MANY BILLIONS OF DOLLARS'

*US OFFICIAL: US GOVERNMENT WILL NOT HAVE EQUITY IN TIKTOK DEAL

*US OFFICIAL: WE'RE CONFIDENT CHINA HAS APPROVED TIKTOK DEAL

*US OFFICIAL: BYTEDANCE WILL HOLD LESS THAN 20% OF US TIKTOK

*US OFFICIAL: TIKTOK DEAL WILL BE CLOSING 120 DAYS FROM SIGNING

SENIOR WHITE HOUSE OFFICIALS ON TIKTOK DEAL: TRUMP WANTS INVESTORS WHO ARE PATRIOTIC

*US OFFICIAL: ORACLE WILL STUDY TIKTOK ALGORITHM

*US OFFICIAL: TIKTOK ALGORITHM WILL BE RETRAINED IN US

SENIOR WHITE HOUSE OFFICIALS ON TIKTOK DEAL: HUNDREDS OF BILLIONS OF DOLLARS OF ECONOMIC ACTIVITY OVER NEXT FIVE YEARS

NASDAQ HITS INTRADAY RECORD HIGH, LAST UP 0.1%

*MUSALEM: LIMITED ROOM FOR FURTHER INTEREST-RATE CUTS

MUSALEM: WOULDN'T SUPPORT MORE CUTS IF INFLATION RISKS INCREASE

MUSALEM: LOOSE FINANCIAL CONDITIONS, OTHER FACTORS MEAN FED SHOULD MOVE CAUTIOUSLY ON FURTHER CUTS

$TSLA - TESLA SHARES HIT OVER EIGHT MONTH HIGH, LAST UP 2.5%

ARGENTINA STOCKS JUMP 6% AS BESSENT SIGNALS US SUPPORT

$AAPL - APPLE SHARES HIT OVER EIGHT MONTH HIGH AFTER WEDBUSH SETS STREET HIGH PT OF $310, LAST UP 2.1%

*LETTER OFFERS RELEASE OF HALF OF HOSTAGES IN EXCHANGE: FOX

*HAMAS TO ASK TRUMP FOR 60-DAY CEASEFIRE: FOX NEWS

BOSTIC PENCILS IN ONLY ONE RATE CUT FOR 2025: WSJ

ATLANTA FED’S BOSTIC CAUTIOUS ON RATE CUTS AMID INFLATION CONCERNS Bostic said he is hesitant to support additional rate cuts in October, citing persistent inflation above the Fed’s 2% target. He currently expects only one rate cut in 2025, despite shifting economic risks toward

FED'S BOSTIC SEES LITTLE REASON TO CUT RATES FURTHER FOR NOW -- WSJ

$TSLA - PIPER SANDLER RAISES TESLA PRICE TARGET TO $500 Piper Sandler’s Alexander Potter raised Tesla’s (TSLA) price target from $400 to $500, keeping an Overweight rating. After visiting China, he noted Tesla remains a leader in real-world AI despite strong competition from

ARGENTINA IS A SYSTEMICALLY IMPORTANT US ALLY: BESSENT US STANDS READY TO DO WHAT NEEDED TO SUPPORT ARGENTINA: BESSENT ALL OPTIONS FOR STABILIZATION ON TABLE FOR ARGENTINA: BESSENT

NETANYAHU: 'WE NEED TO DESTROY THE IRANIAN AXIS. THIS IS WHAT LIES AHEAD OF US IN THE COMING YEAR.'

GOLDMAN RAISES S&P 500 12-MONTH TARGET TO 7200, RECOMMENDS BUYING STOCKS Goldman increases its S&P 500 target to 7200, citing strong earnings this year. Stocks remain historically expensive, but typically perform well during Fed rate-cut cycles without a recession. Investors

CHINESE VICE PREMIER HE LIFENG MEETS US DELEGATION IN BEIJING - XINHUA CHINESE VICE PREMIER HE LIFENG: HOPES CHINA, US WILL COMMUNICATE FRANKLY AND CLARIFY DOUBTS IN ACCORDANCE WITH PRINCIPLES OF MUTUAL RESPECT, PEACEFUL COEXISTENCE AND WIN-WIN COOPERATION

$MSTR - STRATEGY BUYS 850 BITCOIN SEPT. 15 TO SEPT. 21 STRATEGY BUYS 850 BITCOIN FOR AGGREGATE PURCHASE PRICE $99.7M

RUSSIA'S PUTIN: RUSSIA IS READY TO STICK TO NEW START ARMS TREATY A YEAR AFTER IT EXPIRES IF U.S. DOES THE SAME

PUTIN: RUSSIA WILL ADHERE TO NEW START TREATY FOR 1 YEAR

RUSSIA'S PUTIN: RUSSIA IS ABLE TO RESPOND TO THREATS

🚨 RUSSIA'S PUTIN: PUTIN: SYSTEM OF NUCLEAR ARMS CONTROL HAS BEEN DESTROYED

🚨 RUSSIA'S PUTIN: NEW RISKS APPEAR

$AAPL - JEFFERIES: IPHONE 17 STRONG IN CHINA, WEAK IN U.S.; ASP RISK FOR APPLE Jefferies sees solid iPhone 17 demand, with long wait times in China boosted by price cuts and subsidies, but weakness in the U.S. Resale data shows no premium for base and Air models, leaving only

EVERCORE: AI BULL MARKET STILL HAS ROOM TO RUN Evercore ISI says the AI-driven rally may be just beginning, despite growing bubble concerns. A client survey found 67% see a bubble forming, but strategist Julian Emanuel estimates only a 25% chance the S&P 500 overshoots its 2026

S&P 500 COULD TOP 7,100 IF FED CUT HISTORY REPEATS – RBC The S&P 500 may surpass RBC Capital’s 7,100 target for late 2026 if past trends after Federal Reserve rate cuts hold. RBC notes that “reset” cuts (after long pauses) typically deliver 13% gains over 12 months, while

TRUMP: VIOLENCE COMES LARGELY FROM THE LEFT

TRUMP: UNLIKE KIRK, I HATE MY OPPONENT

NORTH KOREA'S KIM: WE HAVE NO REASON TO SIT DOWN WITH THE U.S. UNTIL IT GIVES UP INSISTENCE ON DENUCLEARISATION

NORTH KOREA'S KIM: WE HAVE NO INTENTIONS TO UNITE WITH SOUTH KOREA

NORTH KOREA'S KIM: WE WILL NEVER SIT DOWN WITH SOUTH KOREA

APTIV IS SAID TO CONSIDER SALE OF ELECTRICAL DISTRIBUTION UNIT $APTV

*ORACLE IN TALKS WITH META ON $20B AI CLOUD COMPUTING DEAL

ORACLE IN TALKS WITH META ON $20B AI CLOUD COMPUTING DEAL $ORCL $META

*TRUMP ADMINISTRATION IN TALKS WITH TALIBAN TO REESTABLISH MILITARY PRESENCE IN AFGHANISTAN: WSJ

TRUMP TO ADD NEW $100,000 FEE FOR H-1B VISAS IN LATEST CRACKDOWN

APPLE TOLD AT LEAST TWO SUPPLIERS TO BOOST THEIR DAILY OUTPUT OF THE STANDARD MODEL OF IPHONE 17 BY AT LEAST 30%- THE INFORMATION $AAPL

APPLE RUSHES TO BOOST PRODUCTION OF CHEAPER IPHONE 17 - THE INFORMATION $AAPL

WARREN ASKS BESSENT TO END PAUSE ON 'TARGETED RUSSIA SANCTIONS'

*SENATE LACKS VOTES TO PASS GOP STOPGAP FUNDING BILL

U.S. PLANS $6 BILLION IN NEW ARMS SALES TO ISRAEL -WSJ

US EDUCATION DEPARTMENT: PLACED HARVARD UNIVERSITY ON HEIGHTENED CASH MONITORING FOR FINANCIAL RESPONSIBILITY CONCERNS

ELON MUSK'S NEURALINK TO LAUNCH THOUGHT-TO-SPEECH TRIAL IN OCTOBER

PORSCHE CEO: HAVE OBSERVED DROP IN DEMAND FOR HIGH-PRICED ELECTRIC VEHICLES

BYTEDANCE: WE THANK PRESIDENT XI JINPING AND PRESIDENT DONALD J. TRUMP FOR THEIR EFFORTS TO PRESERVE TIKTOK IN THE UNITED STATES - TIKTOK ON X

BYTEDANCE TO ALLOW TIKTOK TO CONTINUE SERVING US USERS

*TRUMP'S NYT LAWSUIT DISMISSED FOR NOW FOR BEING TOO LONG *JUDGE SAYS TRUMP CAN REFILE NYT COMPLAINT WITH 'DIRECT' CLAIMS

BRIGHTHOUSE FINANCIAL SHARES JUMP 30% AFTER BLOOMBERG NEWS REPORTS AQUARIAN DISCUSSES $65-$70 PER SHARE OFFER FOR CO $BHF

$BHF on watch

TRUMP: APPRECIATE TIKTOK APPROVAL -TRUTH SOCIAL

TRUMP: CALL WAS A VERY GOOD ONE

TRUMP: WOULD GO TO CHINA IN EARLY PART OF NEXT YEAR, AND THAT PRESIDENT XI WOULD, LIKEWISE, COME TO UNITED STATES AT AN APPROPRIATE TIME

*TRUMP: MADE PROGRESS ON TRADE, FENTANYL, UKRAINE WAR, TIKTOK DEAL

🚨 *TRUMP: WILL GO TO CHINA EARLY NEXT YEAR; XI TO VISIT US

MIRAN: NOT APPROPRIATE FOR FED TO ENGAGE IN CREDIT ALLOCATION MIRAN: UNLESS THERE'S A FINANCIAL STABILITY CRISIS

MIRAN: EVERYONE WELCOMING, KIND, CORDIAL AT FED

MIRAN: DID NOT TALK TO TRUMP ABOUT HOW I'D VOTE

MIRAN: I THINK GROWTH WILL BE BETTER IN 2H

MIRAN: IF PRESIDENT TOLD ME I'D STAY BEYOND JANUARY I'D RESIGN FROM WHITE HOUSE IMMEDIATELY

MIRAN: SILLY TO SAY I'M JUST DOING BIDDING OF WHITE HOUSE

MIRAN: I HOPE I'LL BE ABLE TO PERSUADE COLLEAGUES

MIRAN: I WAS THE ONLY SUPPORT FOR 50 BPS CUT

FED'S MIRAN: WILL GIVE FULL ACCOUNTING OF DISSENT IN MONDAY SPEECH

FED'S MIRAN: ACKNOWLEDGES BEING LOW END OF DOT PLOT

*XI: CHINA-US RELATIONSHIP IMPORTANT *XI: US SHOULD AVOID TRADE RESTRICTVE MEASURES

U.S. HOUSE PASSES STOPGAP FUNDING BILL, SENDING IT TO SENATE FOR CONSIDERATION The Republican-controlled U.S. House of Representatives on Friday voted to approve a stopgap government funding bill to avert a partial government shutdown beginning October 1 at the start of the new

PLANS UNDERWAY FOR TRUMP AND SYRIA'S AHMED AL-SHARAA TO MEET AT UNGA -CBS

ESTONIA GOVERNMENT: THREE RUSSIAN MIG-31 FIGHTER JETS ENTERED ESTONIAN AIRSPACE WITHOUT PERMISSION AND STAYED THERE FOR A TOTAL OF 12 MINUTES

🚨 TRUMP HAS ASKED JUSTICES TO LET HIM FIRE COOK AMID COURT FIGHT

OPENAI PLANS TO SPEND $100B ON BACKUP SERVERS: INFORMATION

ITALY ECONOMY MINISTER: STRONG EURO IS A BURDEN ON EU EXPORTS

NUKKLEUS INC. SECURES STRATEGIC $250 MILLION GROWTH FACILITY TO LEAD NEXT-GEN AEROSPACE AND DEFENSE REVOLUTION $NUKK

ESTONIAN AIRSPACE VIOLATED BY RUSSIAN MILITARY JETS ON FRIDAY, EUROPEAN AND NATO OFFICIALS SAY

$MPW on watch

RUSSELL 2000 INDEX HITS FRESH INTRADAY RECORD HIGH

*SEN. WARREN, OTHERS SENT LETTER TO TREASURY SECRETARY BESSENT

$AAPL - APPLE SHARES UP 1.9% AFTER JP MORGAN RAISES TARGET PRICE TO $280 FROM $255

NASDAQ HITS INTRADAY RECORD HIGH, LAST UP 0.4%

OPENAI MULLS MAKING GLASSES. VOICE RECORDER, PIN: THE INFORMATION

OPENAI HAS STRUCK AN AGREEMENT WITH LUXSHARE, AN IPHONE ASSEMBLER, TO PRODUCE A FUTURE OPENAI DEVICE - THE INFORMATION

$AAPL $MSFT - OPENAI RAIDS APPLE FOR HARDWARE TALENT, MANUFACTURING PARTNERS - THE INFORMATION

*CDC PANEL DELAYS VOTING ON NEWBORN HEPATITIS B SHOTS

$NVDA - JPMORGAN: SAMSUNG WINS NVIDIA HBM3E NOD Samsung has reportedly secured Nvidia qualification for its 12-layer HBM3E chips after earlier failed attempts. Supply will be limited at first, making Samsung the third approved supplier after SK Hynix and Micron. JPMorgan says

$AMD - BOFA: INTEL–NVIDIA DEAL COULD HELP AMD Intel’s partnership with Nvidia has pressured AMD shares, but Bank of America says the impact may be positive for AMD. BofA raised Intel’s price target to $34 (Neutral) but kept AMD at Buy with a $200 target, citing AI growth and

*SEC'S ATKINS SAYS HE TALKED TO TRUMP ABOUT SEMIANNUAL REPORTING

U.S. SEC CHAIR ATKINS ON QUARTERLY REPORTING: MARKET CAN DECIDE WHAT PROPER CADENCE IS

U.S. SEC CHAIR ATKINS ON QUARTERLY REPORTING: HAVE TALKED TO TRUMP ABOUT IT

KASHKARI: BULLISH ON AI BUT ALSO COULD BE THAT DIFFUSION OF TECHNOLOGY TAKES LONGER THAN PROPONENTS SUGGEST; DON'T SEE MUCH EVIDENCE OF LABOR IMPACT

KASHKARI: CONFIDENT THAT HOUSING SERVICES INFLATION WILL FALL

TESLA SHARES UP 1% PREMARKET; BAIRD UPGRADES STOCK TO OUTPERFORM FROM NEUTRA

$GOOGL - GOOGLE READIES EU OFFER AFTER €3 BILLION FINE, SKIPS FULL SPLIT

$AAPL - CHINESE BUYERS SAY NEW IPHONE 17 SCRATCHES EASILY Chinese customers report the iPhone 17 lineup scratches quickly, sharing photos of damaged devices on social media. The issue appears worst on the deep blue iPhone 17 Pro and Pro Max and the black iPhone Air, with scuffs

$INTC $NVDA - INTEL–NVIDIA DEAL: WHAT IT MEANS FOR SEMI EQUIPMENT Nvidia is investing $5B for a 4% Intel stake, lifting Intel shares nearly 23%. The firms will co-develop PC and data center products, but no foundry deal means Nvidia won’t use Intel to make GPUs. Analysts expect

KASHKARI: FED IS NOT OKAY WITH 3% INFLATION, CONFIDENT FED CAN RETURN IT TO 2%

KASHKARI: DON'T SEE EROSION IN FED CREDIBILITY TO HIT INFLATION TARGET

CHINA'S XI, TRUMP HOLD CALL - CHINESE STATE MEDIA

BULLARD: DOT PLOT HAS PROBLEMS, FAVOR A FED FORECAST INSTEAD

BULLARD: FOR DOVES. 25 THIS WK AND 25 IN OCT. IS ALMOST AS GOOD

BULLARD: WOULD NOT HAVE VOTED FOR 50 BPS THIS WEEK

BULLARD: NEUTRAL RATE STILL FAIRLY LOW, MAYBE 3.25%

BULLARD: ALL PEOPLE ON LIST FOR FED CHAIR ARE GOOD

*GERMANY AUG. PRODUCER PRICES FALL 0.5% M/M; EST. -0.1% *GERMANY AUG. PRODUCER PRICES FALL 2.2% Y/Y; EST. -1.7%

*JAPAN AUG. OVERALL CONSUMER PRICES RISE 2.7% Y/Y; EST. +2.8% *JAPAN AUG. CORE CONSUMER PRICES RISE 2.7% Y/Y; EST. +2.7% *JAPAN AUG. CPI EX-FRESH FOOD, ENERGY RISES 3.3% Y/Y; PREV. 3.4%

TRUMP SAYS REPUBLICANS SHOULD VOTE YES ON TEMPORARY FUNDING BILL

FEDEX Q1 EARNINGS & OUTLOOK $FDX • Q1 Adjusted EPS $3.83 vs. $3.59 est • Q1 Revenue $22.24B vs. $21.66B est • FY Adjusted EPS $17.20–$19.00 vs. $18.21 est • FY Revenue Growth 4%–6% YoY • On Track to Spin Off FedEx Freight by June 2026 • Reaffirms FY26 Forecast of $1B

SCHOLASTIC Q1 EARNINGS $SCHL • Adjusted EPS -$2.52 • EPS -$2.83 • Revenue $225.6M • Adjusted Operating Income -$81.9M • Operating Income -$92.2M • Pre-Tax Profit -$97M • Adjusted EBITDA -$55.7M

TRUMP: WE WILL FIND OUT WHERE FUNDING FOR ANTIFA COMES FROM -FOX NEWS INTERVIEW

FEDERAL RESERVE GOVERNOR LISA COOK URGES U.S. SUPREME COURT TO REJECT TRUMP REQUEST TO IMMEDIATELY ALLOW HIM TO REMOVE HER - FILING

TRUMP: MADE DEAL WITH UK -FOX NEWS INTERVIEW

U.S. TSUNAMI WARNING SYSTEM -TSUNAMI ADVISORY ISSUED AFTER EARTHQUAKE STRIKES PETROPAVLOVSK-KAMCHATSKY, RUSSIA

TRUMP: DRONES IN POLAND SHOULD NOT HAVE BEEN THAT CLOSE

MAGNITUDE 7.8 EARTHQUAKE STRIKES PETROPAVLOVSK-KAMCHATSKY, RUSSIA REGION - USGS

TRUMP FLOATS PULLING LICENSES IF NETWORKS ARE ‘AGAINST’ HIM AFTER JIMMY KIMMEL SUSPENDED- CNBC

Jensen talking $ARM

Google Begins Rolling Out Gemini in Chrome to Mac and Windows Desktop Users in U.S.; Plans to Add Agentic Capabilities in Coming Months - Blog $GOOGL

$V $MA on watch

BITCOIN: 70% CHANCE OF NEW HIGHS IN TWO WEEKS BTC trades near $117,800, with analysts seeing a 70% chance of fresh highs soon. Strong ETF inflows ($2.8B since Sept. 9) and bullish futures support the outlook. While liquidity near $114K could cause a pullback, researcher Axel

US 30-YEAR MORTGAGE RATES EXTEND SLIDE, HITTING 6.26%

TRUMP SEEKS TO SPEED LARGE POWER PROJECTS TO MEET AI DEMAND

WHITE HOUSE OFFICIAL SAYS THE TRUMP ADMINISTRATION WAS NOT INVOLVED IN NVIDIA'S INVESTMENT IN INTEL $INTC $NVDA

GOOGLE, GMAIL DOWN IN THE U.S. - DOWNDETECTOR

*EU PLANS TO PHASE OUT RUSSIAN LNG MORE QUICKLY AFTER TRUMP PUSH

U.S. FTC SAYS IT SUES LIVE NATION AND TICKETMASTER FOR ENGAGING IN ILLEGAL TICKET RESALE TACTICS AND DECEIVING ARTISTS AND CONSUMERS ABOUT PRICE AND TICKET LIMITS $LYV

$NVDA $INTC - INTEL, NVIDIA HAD BEEN IN TALKS FOR A WHILE, SOURCES SAY TALKS PREDATED TRUMP'S TARGETING OF INTEL CEO, SOURCES SAY

TRUMP: DISAPPOINTED BY OTHER COUNTRIES BUYING RUSSIAN OIL

TRUMP: IF OIL PRICE DROPS, PUTIN WILL HAVE NO CHOICE BUT TO END WAR

TRUMP: I DON'T REGRET INVITING PUTIN TO ALASKA

TRUMP ON ABC'S JIMMY KIMMEL: SHOULD'VE FIRED HIM A LONG TIME AGO

TRUMP ON ABC'S JIMMY KIMMEL: HE WAS FIRED BECAUSE HE HAD BAD RATINGS

TRUMP: MAY DO AN EXTENSION WITH CHINA, CLOSE TO A DEAL

TRUMP: TIKTOK HAS TREMENDOUS VALUE

TRUMP ON RUSSIA SITUATION, I HOPE WE'RE GOING TO HAVE GOOD NEWS

TRUMP: WIND POWER IS AN EXPENSIVE JOKE, A DISASTER

TRUMP: TOLD UK PM TO STOP IMMIGRATION SITUATION, USE MILITARY IF NEEDED

TRUMP ON ISRAEL: I WANT THE HOSTAGES RELEASED RIGHT NOW

TRUMP: 'I TOLD CHARLIE KIRK HE HAD A GOOD SHOT OF BEING PRESIDENT'

TRUMP: WILL BE GOING TO KIRK FUNERAL SUNDAY

TRUMP: ISRAEL AND GAZA IS COMPLEX, BUT WILL GET DONE

TRUMP: I THOUGHT UKRAINE-RUSSIA MIGHT BE THE EASIEST OF THE ISSUES BUT IT HAS BEEN COMPLEX

TRUMP: WE'LL SEE HOW UKRAINE TALKS PAN OUT

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00%

U.S. AUG LEADING ECONOMIC INDICATORS -0.5%, (CONSENSUS -0.1)

TRUMP-XI CALL AT 9AM ET FRIDAY: US OFFICIAL

PUTIN: THERE ARE MORE THAN 700,000 RUSSIA'S SERVICEMEN ON THE FRONT

S&P 500, NASDAQ HIT INTRADAY RECORD HIGH

DAVID TEPPER: “FED RISKS DANGER IF IT CUTS TOO MUCH.” Tepper said the Fed could lower rates a bit more, but easing too far risks inflation, asset bubbles, and a weaker dollar. He noted valuations are high but still won’t bet against stocks while the Fed is cutting

$INTC - BAIRD: “TODAY’S ANNOUNCEMENT IS INCREMENTALLY POSITIVE FOR INTEL.” Nvidia and Intel will co-develop data center and PC products using NVLink, with Intel making custom x86 CPUs for Nvidia and integrating RTX GPUs into x86-based SoCs. Nvidia will also buy $5B of Intel

*US CONTINUING CLAIMS 1.92M IN SEPT. 6 WEEK; EST. 1.950M *US JOBLESS CLAIMS 231K IN SEPT. 13 WEEK; EST. 240K

TRUMP: WITHOUT TARIFFS WE WOULD ONLY HAVE A FRACTION OF CURRENT INVESTMEN

TRUMP: TIES BETWEEN US, UK PRICELESS

STARMER: TRUMP AND I WILL SIGN TECH PROSPERITY DEAL

STARMER: DEALS, INVESTMENT ANNOUNCED TODAY BREAK ALL RECORDS

$INTC - WEDBUSH: “INTEL SHIFTS FROM LAGGARD TO CATALYST.” The firm notes AI infrastructure spending could reach $3–4 trillion by decade’s end, with Nvidia still dominating the chip market. However, Intel’s new announcement boosts U.S. leadership in the AI race against China,

$UBER - UBER PARTNERS WITH FLYTREX TO LAUNCH DRONE DELIVERY

$NVDA $INTC - HASSETT SAYS NO KNOWLEDGE OF NVIDIA STAKE DEAL SIMILAR TO INTEL ARRANGEMENT

HASSETT: RARE EARTHS WAS POTENTIAL BOTTLENECK FOR US ECONOMY

HASSETT SAYS MIRAN'S ANALYSIS IS 'HEARTFELT' AND NOT AFFECTED BY POLITICS

HASSETT: ECONOMIC GROWTH COMING WITHOUT INFLATION

HASSETT: FED CUT IS IN 'RIGHT DIRECTION OF MUCH LOWER RATES

HASSETTT: FED RATE DECISION GOOD FIRST STEP

$AMD - AMD SHARES EXTEND DECLINES PREMARKET, LAST DOWN 5%

INDIA-US TARIFF ISSUE LIKELY TO BE RESOLVED WITHIN 8-10 WEEKS: CEA

$INTC - INTEL SHARES EXTEND GAINS PREMARKET, LAST UP 32%

$NVDA $INTC - NVIDIA TO INVEST $5 BILLION IN INTEL AT $23.28/SHARE

$INTC - INTEL SHARES EXTEND GAINS TO RALLY 25%

TRUMP DESIGNATES ANTIFA AS TERRORIST GROUP Donald Trump announced on Truth Social that he is labeling Antifa a “major terrorist organization.” He called the movement a “dangerous radical left disaster” and said he would order investigations into its funding.

JIMMY KIMMEL LIVE WILL BE PRE-EMPTED INDEFINITELY – ABC SPOKESPERSON

*DISNEY'S ABC PULLS KIMMEL SHOW INDEFINITELY, WSJ REPORTER POSTS

PENNSYLVANIA STATE POLICE COMMISSIONER: FIVE LAW ENFORCEMENT OFFICERS SHOT, THREE FATALLY IN YORK COUNTY INCIDENT

PENTAGON COMPLETES GOLDEN DOME BLUEPRINT, BUT SILENT ON COSTS

BLACKSTONE AND TPG REVIVE INTEREST IN ACQUIRING MEDTECH HOLOGIC - BLOOMBERG NEWS $HOLX

CRACKER BARREL Q4 EARNINGS $CRBL • Adjusted EPS $0.74 vs. $0.80 est • EPS $0.30 • Net Income $6.8M • Revenue $868M vs. $855.3M est • Adjusted EBITDA $55.7M vs. $53.4M est

Apple Explores Test Production of Foldable iPhones in Taiwan; Targeting 10% Shipment Growth in 2026 With Launch of Folding Model - Nikkei $AAPL

$HOLX on watch

GUNDLACH: WILL WE GET A CUT AT THE NEXT MEETING

GUNDLACH: I THINK THE 25 POINT RATE CUT IS THE RIGHT MOVE

Google and PayPal Announce Multiyear Partnership to Transform Commerce; PayPal to Process Card Payments for Google Products and Partner on Google Cloud Innovation $GOOGL $PYPL

POWELL: FROM A POLICY STANDPOINT IT'S CHALLENGING TO KNOW WHAT TO DO

POWELL: ALMOST EVERYONE WROTE DOWN SUPPORT OF THIS CUT

POWELL: IT'S NOT A BAD ECONOMY

*APPLE'S COOK, NVIDIA'S HUANG, SAM ALTMAN TO GO TO UK DINNER

POWELL: TARIFFS MOSTLY BEING PAID BY U.S. IMPORTERS, CUTTING MARGINS

POWELL: AI LIKELY ISN'T MAIN DRIVER OF TOUGHER JOB MARKET

POWELL SAYS WON'T COMMENT ON ANYTHING SECRETARY BESSENT SAYS

🚨 POWELL: MARKETS ARE PRICING IN A RATE PATH, THOUGH NOT BLESSING THAT PATH

🚨 POWELL: WE START WITH A QUARTER POINT CUT

POWELL: DON'T THINK WE'LL GET TO A PLACE WHERE FED IS MAKING DECISIONS BASED ON POLITICAL CONSIDERATIONS

POWELL: INDEPENDENCE 'DEEPLY IN OUR CULTURE'

POWELL: WE ARE IN A MEETING BY MEETING SITUATION POWELL: WE ARE GOING TO BE LOOKING AT THE DATA

POWELL: 'PEOPLE MORE AT THE MARGINS' HAVING HARD TIME FINDING JOBS

SPOT GOLD FALLS AS FED'S POWELL SPEAKS, LAST DOWN 0.8% AT $3,660.69/OZ

POWELL: RISK OF HIGHER INFLATION ARE LESS THAN THEY WERE IN APRIL

🚨 POWELL: COULD THINK OF TODAY'S CUT AS A RISK MANAGEMENT CUT

🚨 POWELL: WE WERE RIGHT TO WAIT

🚨 POWELL: DON'T FEEL NEED TO MOVE QUICKLY ON RATES

🚨 POWELL: NO WIDESPREAD SUPPORT FOR 50 BPS CUT TODAY

POWELL: OVERALL EFFECT OF TARIFFS ON INFLATION REMAIN TO BE SEEN

POWELL: BEYOND NEXT YEAR MOST INFLATION-EXPECTATION MEASURES CONSISTENT WITH 2% GOAL

POWELL: JOB GAINS RUNNING BELOW BREAKEVEN RATE

POWELL: PAYROLL JOB GAINS HAVE SLOWED SIGNIFICANTLY, REFLECTING LOWER IMMIGRATION, LOWER PARTICIPATION

POWELL: MODERATION IN GDP GROWTH LARGELY REFLECTS CONSUMER SPENDING SLOWDOWN

US 10-YEAR YIELD FALLS BELOW 3.99% TO LOWEST SINCE APRIL

📊 FED SEPTEMBER FORECASTS (SEP 17, 2025) The Fed cut rates 25 bps to 4.00–4.25% and signaled two more cuts in 2025. New projections show: Fed Funds Rate (year-end): • 2025: 3.675% (vs 3.875% prior) • 2026: 3.375% (unchanged) • 2027: 3.125% (vs 3.375% prior) • 2028: 3.125%

S&P 500 NOW DOWN 0.2%, NASDAQ DOWN 0.7%, DOW UP 0.8%

US 10-YEAR YIELD FALLS BACK BELOW 4%, NEARS LAST WEEK'S LOW

SPOT GOLD HITS RECORD HIGH OF $3,707.40/OZ

FED: INFLATION HAS MOVED UP AND REMAINS 'SOMEWHAT ELEVATED'

TRADERS ADD TO BETS ON AT LEAST ONE MORE FED RATE CUT THIS YEAR

S&P 500 TURNS POSITIVE AFTER FED RATE DECISION

*THE FED EXPECTS 50 BPS MORE OF RATE CUTS THIS YEAR

FED SAYS DOWNSIDE RISKS TO EMPLOYMENT HAVE RISEN

FED PROJECTIONS SHOW 9 OF 19 OFFICIALS SEE TWO ADDITIONAL CUTS IN 2025, TWO SEE ONE CUT, SIX SEE NO MORE REDUCTIONS

JONES: INFLATION MAY REMAIN STUBBORN BECAUSE OF TARIFFS

JONES: WE DO THINK THERE WILL BE A SERIES OF RATE CUTS

STRAVA EYES BANK TALKS FOR POTENTIAL U.S. IPO – SOURCES

DIMON, ON FED: WOULD EXPECT THEM TO CUT RATES

DIMON: TRUMP SAYS FED SHOULD BE INDEPENDENT, I'M NOT CONCERNED

DIMON: THINK THE FED SHOULD BE INDEPENDENT

RFK JR. WANTS HEPATITIS B SHOT PUSHED TO 4 YRS: EX-CDC OFFICIAL

*DIMON WILL GIVE MACROECONOMIC OUTLOOK TO SENATE GOP, THUNE SAYS

ERIC TRUMP CALLS CRYPTO 'PERFECT HEDGE' TO REAL ESTATE ASSETS

SEC’S HESTER PEIRCE PLANS A MULTI-CITY TOUR TO ENGAGE WITH CRYPTO PROJECTS

ERIC TRUMP SAYS LOCKED FROM SELLING SHARES FOR MORE THAN 1 YEAR

ERIC TRUMP SAYS 'COMMITTED' TO OWNING AMERICAN BITCOIN SHARES

Google Developing Partnership to Combat Non-Consensual Intimate Imagery on Search; Will Use StopNCII Hashes to Detect and Remove Violating Content $GOOGL

WINKLEVOSS’ GEMINI SPACE STATION SLUMPS TO FALL BELOW IPO PRICE

STUBHUB SHARES OPEN AT $25.35 IN NYSE DEBUT VS $23.50 IPO PRICE $STUB

THE U.S. HOUSE OF REPRESENTATIVES WILL START USING MICROSOFT COPILOT IN AN EFFORT TO MODERNIZE THE CHAMBER AND EMBRACE AI - AXIOS $MSFT

Reddit Is Negotiating With Google To Form A New Agreement On AI Content $RDDT

$RDDT on watch

*REDDIT IN TALKS TO STRIKE NEXT AI CONTENT PACT WITH GOOGLE

$NVDA - CHINA URGES FIRMS TO SHUN NVIDIA AI CHIP Beijing’s cyberspace regulator has advised major tech firms not to buy Nvidia’s new RTX Pro 6000D AI chip, effectively blacklisting it. The move adds to pressure on Nvidia, already facing restrictions on its H20 chip and an

$TSLA - TESLA'S 'SELF-DRIVING' SOFTWARE FAILS AT TRAIN CROSSINGS, SOME CAR OWNERS WARN: NBC

$NVDA - NVIDIA SHARES FALL FURTHER, DOWN 2.8%

CME GROUP TO LAUNCH OPTIONS ON SOLANA AND XRP FUTURES

$TSLA - TESLA SHARES DOWN 2% AFTER ABOUT 22% GAIN IN PREVIOUS SIX SESSIONS

*BOC CUTS KEY INTEREST RATE BY 25BPS TO 2.5%; EST. 2.50%

$NVDA - NVIDIA SHARES DOWN 1.2% AFTER REPORT CHINA'S INTERNET REGULATOR TOLD COUNTRY'S BIGGEST TECHNOLOGY COMPANIES TO STOP BUYING ALL OF CO'S AI CHIPS

GOLDMAN SACHS RAISES CHINA’S 2025 GDP GROWTH FORECAST TO 4.8%

TRUMP TO SPEAK AT ARIZONA EVENT FOR KIRK ON SUNDAY: FOX NEWS

US AUG HOUSING STARTS 1.307 MLN UNIT RATE (CONSENSUS 1.365 MLN) US AUG HOUSING STARTS -8.5%

BOFA CEO MOYNIHAN SAYS FED WILL HAVE TO BE MINDFUL OF INFLATION

JOHNSON: CHINA MOVE ON NVIDIA IS COUNTERPRODUCTIVE DEVELOPMENT

JOHNSON ON NVIDIA: WE HAVE TO FACE CHINA SERIOUSLY

JOHNSON ON NVIDIA-CHINA: US DIDN'T PROVOKE IT

KING CHARLES III GREETS DONALD TRUMP IN WINDSOR, KICKING OFF PRESIDENT’S SECOND STATE VISIT TO UK

$NVDA - NVIDIA CEO SAYS "I’M DISAPPOINTED WITH WHAT I SEE, BUT THEY HAVE LARGER AGENDAS TO WORK OUT BETWEEN CHINA AND THE UNITED STATES" - PRESS CONFERENCE

$NVDA - NVIDIA CEO SAYS "WE CAN ONLY BE IN SERVICE OF A MARKET IF A COUNTRY WANTS US TO BE" - PRESS CONFERENCE

$AAPL - JPMORGAN: IPHONE 17 LEAD TIMES LONGER THAN IPHONE 16 JPMorgan analyst Samik Chatterjee reports that iPhone 17 pre-orders (as of Sept. 12) show average lead times up four days versus the iPhone 16 cycle. Wait times rose seven days for iPhone 17, three for 17 Air, five for

BOFA: RAISES U.S. MINIMUM HOURLY WAGE TO $25, INCREASING STARTING SALARY TO OVER $50,000 FOR FULL-TIME EMPLOYEES

BOJ EXPECTED TO HOLD RATES STEADY AT MEETING THIS WEEK: NIKKEL

NAVARRO: FED RATE AT LEAST 100 BPS TOO HIGH

NAVARRO: FED SHOULD CUT 50 BPS TODAY, ANOTHER 50 NEXT MEETING

*UBER’S CEO KHOSROWSHAHI SELLS $28.6 MILLION OF SHARES

HASSETT: WE'RE LOOKING AT WAY NORTH OF 3% GROWTH

HASSETT: THE 10-YEAR BOND RATE HAS COME DOWN ENORMOUSLY

Oracle, Silver Lake and Andreessen Horowitz to Lead Investor Group Taking 80% Stake in TikTok; U.S. Users to Be Shifted to New App Under Development $ORCL

$ORCL - ORACLE, SILVER LAKE AND ANDREESSEN HOROWITZ ARE PART OF INVESTOR CONSORTIUM THAT WILL CONTROL 80% STAKE OF TIKTOK-WSJ

US TRAFFIC DEATHS FELL 8% IN FIRST HALF OF 2025 TO LOWEST LEVEL SINCE 2020 -- NHTSA

*TIKTOK DEAL WOULD CREATE NEW US ENTITY *TIKTOK DEAL WOULD REQUIRE AMERICAN USERS TO MIGRATE TO A NEW APP *BYTEDANCE WOULD OWN 20% OF US TIKTOK

CHARGING COURT DOCUMENT: SUSPECT TOLD ROOMMATE HE KILLED KIRK BECAUSE HE HAD "ENOUGH OF HIS HATRED"

*US EXTENDS DEADLINE TO SELL TIKTOK UNTIL DECEMBER 16

*WHITE HOUSE: FURTHER EXTENDING TIKTOK ENFORCEMENT DELAY

UTAH COUNTY ATTORNEY: FILING NOTICE OF EVENT TO SEEK DEATH PENALTY

ANALYSTS EXPECT HEALTHY U.S. HOLIDAY-SHOPPING SEASON AFTER STRONG BACK-TO-SCHOOL SALES

CHARLIE KIRK SHOOTING SUSPECT CHARGED WITH MURDER IN UTAH

*TRUMP: JUST HAD A CALL WITH MODI

*TRUMP: THE GOP WILL DO A MIDTERM CONVENTION TO SHOW THE GREAT THINGS WE HAVE DONE

$BA - BOEING DEFENSE UNION PROPOSES $10,000 BONUS TO END LABOR STRIKE

NETANYAHU SAYS ISRAEL IS GOING TO BUILD AN 'INDEPENDENT ARMS INDUSTRY' THAT CAN 'WITHSTAND INTERNATIONAL CONSTRAINTS'

Boeing Defense Union Proposes $10,000 Bonus To End Labor Strike - Bloomberg $BA

TRUMP'S TIKTOK AGREEMENT WITH CHINA IS SIMILAR TO ONE WORKED OUT EARLIER THIS YEAR, THREE SOURCES SAY

INDIA PM MODI: LIKE PRESIDNET TRUMP, I AM ALSO FULLY COMMITTED TO TAKING THE INDIA-US COMPREHENSIVE AND GLOBAL PARTNERSHIP TO NEW HEIGHTS

BINANCE CLOSE TO AGREEMENT TO AVOID DOJ COMPLIANCE MONITOR

*UK, US SET TO ANNOUNCE CLOSER CO-OPERATION ON CRYPTO: FT

JAPAN'S JERA IN ADVANCED TALKS TO BUY $1.7 BILLION OF US NATGAS PRODUCTION ASSETS -SOURCES

TRUMP ADMINISTRATION CLEARS FIRST UKRAINE ARMS AID PACKAGE PAID FOR BY ALLIES, SOURCES SAY

CROWDSTRIKE TEAMS WITH NVIDIA TO BUILD, POWER, AND SECURE THE AGENTIC ECOSYSTEM $CRWD $NVDA

HOUSE GOP DRAFT BILL WOULD FUND GOVERNMENT THROUGH NOVEMBER 21

SWISS FRANC REACHES 0.7867 PER DOLLAR, THE STRONGEST SINCE 2015

EU AND INDONESIA AGREE TRADE DEAL- FT

RUSSIA'S PUTIN OBSERVES 'ZAPAD 2025' MILITARY EXERCISES IN MILITARY UNIFORM - TV RUSSIA'S PUTIN SAYS AIM OF THE DRILLS IS TO REHERSE THE DEFENCE OF UNION STATE OF RUSSIA AND BELARUS - IFAX

ATLANTA FED GDPNOW INDEX RISES TO 3.41% FROM 3.09%

SALESFORCE - PLANS TO INVEST $6 BILLION IN ITS UK BUSINESS THROUGH 2030 $CRM

GOOGLE: LAUNCHING A NEW GOOGLE APP FOR WINDOWS EXPERIMENT IN LABS- BLOG $GOOGL $MSFT

AMERICANS VALUE COLLEGE LESS THAN EVER Only 35% of Americans now consider college “very important,” down from 53% in 2019 and 75% in 2010. Forty percent say it’s “fairly important,” while 24% view it as “not too important,” more than double the share in 2019 and up from just 4%

FUND MANAGERS SEE STOCKS AS OVERVALUED BUT STAY BULLISH A record 58% of fund managers say global equities are overvalued, yet 28% are overweight stocks—double August’s share and a seven-month high, per Bank of America’s September survey. Despite high valuations—the S&P 500

RENTS FALL FOR 25TH STRAIGHT MONTH In August, rents dropped 2.2% year-over-year—the 25th consecutive annual decline—and 2.6% from the 2022 peak, to a median of $1,713 across major metros, according to Realtor. It also marked the first month-over-month dip since March 2025.

MOST INVESTORS HAVE ZERO ALLOCATION TO CRYPTO: BANK OF AMERICA Bank of America’s September survey shows 67% of fund managers hold no crypto. Only small fractions allocate 2% (3%), 4% (3%), or 8%+ (1%). The average allocation is just 0.4%. Overall, 84% haven’t started structural

STEPHEN MIRAN SWORN IN AS A MEMBER OF THE FEDERAL RESERVE BOARD OF GOVERNORS - FED STATEMENT

SPOT GOLD HITS NEW RECORD, BREAKS ABOVE $3,700

*EURO RISES TO $1.1836, HITS STRONGEST LEVEL SINCE SEPT. 2021

APOLLO EXPLORING SALE OF AOL, SOURCES SAY -- WSJ DEAL COULD VALUE AOL AT AROUND $1.5B, SOURCES SAY -- WSJ

*US JULY BUSINESS INVENTORIES RISE 0.2% M/M; EST. +0.2%

*US SEPT. HOMEBUILDER INDEX AT 32; EST. 33

TRUMP: ZELENSKIY IS GOING TO HAVE TO MAKE A DEAL, EUROPE MUST STOP BUYING OIL FROM RUSSIA

TRUMP TO VENEZUELA: STOP SENDING GANG MEMBERS, PEOPLE FROM PRISON INTO OUR COUNTRY

TRUMP: ZELENSKIY, PUTIN HATE EACH OTHER

🚨 TRUMP: LOOKS LIKE I'LL HAVE TO SIT IN ROOM WITH ZELENSKIY, PUTIN

*DOJ TO CHALLENGE RULING ON FED'S COOK SOON AT SUPREME COURT: NYT

S&P 500, NASDAQ HIT INTRADAY RECORD HIGHS

WELLS FARGO INVESTMENT INSTITUTE RAISES S&P 500 2026 YEAR-END TARGET RANGE TO 7400-7600 FROM PRIOR FORECAST OF 6900-7100

TRUMP: PROBLEM IS NATO AND EU COUNTRIES ARE BUYING RUSSIAN OIL

WELLS FARGO INVESTMENT INSTITUTE RAISES 2025 US GDP GROWTH FORECAST TO 2% FROM 1.3%

WELLS FARGO INVESTMENT INSTITUTE RAISES S&P 500 2025 YEAR-END TARGET RANGE TO 6600-6800 FROM PRIOR FORECAST OF 6300-6500

TRUMP: HAMAS WILL BE “IN BIG TROUBLE” IF THEY USE HOSTAGES AS HUMAN SHIELDS

TRUMP: ZELENSKIY IS GOING TO HAVE TO MAKE A DEAL

TRUMP PAYS TRIBUTE TO 'GREAT' ROBERT REDFORD

TRUMP: EUROPE HAS TO STOP BUYING OIL FROM RUSSIA

TRUMP: HAVE CONFIDENCE IN EVERYBODY IN ADMINISTRATION

🚨 TRUMP: WE HAVE A DEAL ON TIKTOK

🚨 TRUMP: WILL BE ANNOUNCING BUYER FOR TIKTOK

*US AUG. INDUSTRIAL PRODUCTION RISES 0.1% M/M; EST. -0.1% *US AUG. FACTORY OUTPUT RISES 0.2% M/M; EST. -0.2% *US AUG. CAPACITY UTILIZATION 77.4%; EST. 77.4%

TRUMP: UK WOULD LIKE TO REFINE TRADE DEAL, WE WILL TALK

TRUMP SAYS FED NEEDS TO BE INDEPENDENT

ANALYST EXPECTATIONS • Commerzbank: 25bp cuts in Oct and Dec, 2.50% by summer of 2026 • TD: 25bp cuts in Oct and Dec, quarterly cuts through 2026 • BMO: 25bp cuts every other meeting until end-2026 • RBC: 25bp cut in Q4, 100bp in 2026 • BofA: 25bp cut in Dec, then in Jun,

BOFA CFO SAYS LEGISLATIVE CLARITY ALLOWS US TO DEVELOP STABLECOIN FOR OUR CLIENTS, EITHER ON OUR OWN OR WORKING WITH THE INDUSTRY

*US IN TALKS TO SET UP $5 BILLION FUND FOR MINERALS DEALS

*US AUG. RETAIL SALES RISE 0.6% M/M; EST. +0.2% *US AUG. RETAIL SALES EX-AUTO RISE 0.7% M/M; EST. +0.4% *US AUG. RETAIL SALES EX AUTOS, GAS RISE 0.7% M/M; PREV. 0.2% *US AUG. RETAIL 'CONTROL GROUP' SALES RISE 0.7% M/M; EST. +0.4%

ROBERT REDFORD, SCREEN IDOL TURNED DIRECTOR AND ACTIVIST, DIES AT 89 - NYTIMES

RUSSIA COULD BE FORCED TO START CUTTING OIL PRODUCTION FOLLOWING ATTACKS ON BALTIC SEA PORTS, REFINERIES, THREE SOURCES SAY

TRUMP ADMINISTRATION TO APPEAL COURT DECISION ON FED GOVERNOR LISA COOK -WHITE HOUSE SPOKESMAN DESAI

ERIC TRUMP: BITCOIN IS MODERN-DAY GOLD Speaking on CNBC, he insisted that cryptocurrencies are the future of financial markets.

GREER SAYS USERS' DATA ON TIKTOK CAN'T GO BACK TO CHINA

$TSLA - TESLA AT $410: MS HIGHLIGHTS MUSK, AI, AND UPGRADES Tesla’s stock has surged 90% since April and 25% this month, prompting Morgan Stanley’s Adam Jonas to share his “Thoughts at $410.” Jonas argues Tesla remains under-owned by institutions—just 5 of 120 investors at the

BESSENT ON TIKTOK: CHINA NEEDED TO OK THE DEAL, THAT IS WHERE WE ARE NOW