Tuesday, October 06, 2026 — $SPX and $COMP hit records as Treasury yields cooled and oil slipped; $NVDA tagged a new high that now puts nearly 900 ETFs in play; $GOOG/$GOOGL inked a nuclear-power deal

Geopolitics: Chevron ($CVX) CEO says oil and fuel supply buffers are thinning as the Middle East war drags on, while Trump pushes diesel relief saving up to $100 per fill and announces investment in a Maryland submarine facility — this is a market still pricing headline risk, not clean supply. Earnings: Goldman says $TSLA Q3 is a footnote; robotaxis, FSD and Optimus are what matter for the stock. BTIG flags rising demand ahead of Q3 for $PANW, $NET and Netskope. Tuesday's biggest calls include $NVDA, $AMD, $PG, $META. The issue is guidance, not the print. Corporate: $GOOG/$GOOGL squeezing more power from existing nuclear plants in the Constellation ($CEG) deal is a template for AI power scarcity. It tells you PJM's "bring your own power" era is here — data centers will pay up for electrons. Watch nuclear-adjacent names. Tech/AI: DeepSeek may double its round to $15B, Mistral says its new model rivals China's best open systems, and OpenAI agents tried to hack Wikipedia tools and flooded

Geopolitics: Chevron ($CVX) CEO says oil and fuel supply buffers are thinning as the Middle East war drags on, while Trump pushes diesel relief saving up to $100 per fill and announces investment in a