Market Signals

Oct 7, 2026 US midday: Oil above $100 and the 30Y Treasury yield back at 2002/24-year highs are smashing equities; Hormuz tanker attacks hit their wor

BofA data shows daily actives still climbing for ChatGPT and Gemini while Meta's Muse nears 2M. Engagement is compounding across the AI assistants eve

U.S. 30-year Treasury yield climbs back to 2002 high as oil tops $100

US 30-year bond yield hits fresh 24-year high

Eric Trump’s AI-crypto call at TOKEN2049: “By far” the fastest

FICO to cut workforce by ~15% as part of restructuring, AI integration - report

Stock market drops, as yields climb; eyes on FOMC minutes

Former Barclays traders have rate-rigging convictions quashed

Wednesday, October 07, 2026 — RBI hikes repo 25bps to 5.50%, JGB yields ease on BOJ hike odds, China gold reserves rise 23rd straight month. India ope

SpaceX seeks $40B in Apollo-led deal to buy Nvidia chips, FT reports

Kalshi launches perpetual futures tied to US 500 stock index

Earnings wrap — Wed Oct 7: 3 reporters, all beats. Consumer staples heavy (STZ, LW) plus one materials name (RPM). $LW posted the widest beat at +27.4

Tuesday, October 06, 2026: AI capital cycle dominates—$NVDA bottleneck talk, Lambda’s $4B raise, DeepSeek possibly doubling to $15B—while Japan’s 30-y

TSMC boosts US investments to $265B on AI boom: report

Office CMBS delinquencies re-spiked to 12.2% in September, per Trepp — the second-highest ever and 1.5pp above the worst of the financial crisis. Bigg

Why G7 Countries Releasing Millions Of Barrels Of Oil Is Good For American Oil Companies

Baker Hughes: Chart Adds To One-Stop Shop Strategy

Caribou is pulling the plug on its allogeneic CAR-T programs — vispa-cel and CB-011 are done — and says it will explore strategic alternatives, up to

OpenAI partners with Ironclad to train and improve AI agents

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 ETF

Palo Alto, Cloudflare, Netskope experience rising demand ahead of Q3 earnings: BTIG

Anthropic CEO earned $18M last year according to IPO filing: report

S&P 500 hits a record as oil and Treasury yields slip

Nvidia’s new record high puts nearly 900 ETFs in the spotlight

Nvidia: Smart Money Is Pounding The Table

AI biohazard hype must not divert attention from the real risks we face now

Tuesday, October 06, 2026 — Japan 30Y yield hits record high before the 10Y auction, India waits on RBI with Sensex +300/Nifty above 22,600, and Nasda

Suzuki's mini EV bet exposes Japan's battery vulnerability to China

Axis Bank shares in focus after Q2 biz update shows 23% rise in gross advances to Rs 13.8 lakh crore

Monday, October 05, 2026: 10Y Treasury at 5.347% (+6bp), euro at 17-month low on French fiscal contagion, and $NVDA’s $20BN Groq deal hit with a lawsu

📊 10-Year Treasury Yield: 5.312 % (+0.03pp)

WATCH: Trump administration issues final rule on transparency in healthcare coverage

How Rare Earth Users Can Navigate The U.S.'s Mine-To-Magnet Strategy

President Trump and Republicans Are Delivering Real Results for Nebraska

OCT 5, 2026: Q3 earnings kick off with Treasury yields high; NVDA gets BNP target hikes into $6T chatter while INTC -4% on TSMC/Musk Terafab talks; Se

The Nasdaq hits a record high as AI stocks rally despite elevated Treasury yields

Moving Markets: Rates And Nonfarm Payrolls

SK Telecom: Eyes On New Data Center Arms

EU Commission ignored its own advice before weakening car CO2 rules

Monday, October 05, 2026 — RBI hike bets build, RBI likely intervening to support rupee, and September IPOs pulled $1B FPI while listed India saw reco

Trump names intelligence chief Jay Clayton as new White House AI czar

Doctors Turn Delhi-Aizawl Flight Into Emergency Ward, Save Critically Ill Passenger

Fidelity's Mooney: Identify AI Monetization Leaders

Trump is "very seriously" thinking about curbing diesel exports, and the Globe and Mail warns the fallout could be disastrous. Diesel is the economy's

Sunday, October 04, 2026: Trump names DNI Jay Clayton as AI czar; TSMC ($307.F) Q3 preview has bulls loading up; Bitcoin holds $85,000 as SEC clears f

Sunday, October 04, 2026: Trump's midterm 'big surprise' tease, North Korea IRBM drill, Ukraine robot offensive — three weekend headlines that set Mon

Trump is "very seriously" weighing curbing US diesel exports, and The Globe and Mail flags the fallout could be disastrous. Diesel is the globally tra

Saturday, October 03, 2026: $NVDA’s five-source AI-factory return pitch is under fire, Cerebras hit a post-IPO low and fell 20% on the week, and OpenA

SAT OCT 03 2026: N. Korea fires a ballistic missile toward the East Sea, Trump threatens South Korea over Alaska LNG, and the U.S. lends Vistra $4.2B

Nvidia: Competition Caps The Upside Case