Market Signals

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

Oct 02, 2026: Putin rejects long-range ceasefire with Ukraine; $NVDA unveils record $150B buyback increase; G7 readies up to 100M barrels emergency oi

Bad News Is Good News Again: September Jobs Report

September Jobs Report: Hiring Slows, But Labor Market Weakness Remains Limited

Bitcoin just formed a 'golden cross' pattern. The crypto is setting up for a big fourth quarter

ICYMI: President Trump Announces Largest-Ever Steel Plant Coming to Iowa

Friday, October 02, 2026: September payrolls +29k, unemployment 4.2%; Dow +400, Nasdaq record; G7 to release up to 100M barrels emergency oil/diesel;

Nearly Two Years In, President Trump Is Still Stacking Historic Wins at Record Speed

Market Gains Momentum After Soft Jobs Report

OCT 2 — US Treasury yield hit 5.34%, highest since 2002, then faded enough for US stocks to close higher; Seoul ripped nearly 2% on chips; India is sh

Amazon is hiking chip-rental prices and reportedly moving Nvidia processors off the balance sheet

OpenAI fires workers for 'mishandling sensitive information'

US stocks: US market rebounds to close higher as surging Treasury yields recede

Friday close: 3 reporters, 1 pending. Nike, McCormick, Acuity all beat. Accenture still to come.

📊 10-Year Treasury Yield: 5.242 % (-0.05pp)

OCT 01 2026: Global bond sell-off pushes 10Y Treasury to 5.34%, highest since 2002; Brent jumps 4% as US sends a third carrier to the Middle East; TSM

TREASURY IS SANCTIONING IRAN'S AUTO AND RAIL INDUSTRIES AS PART OF OPERATION ECONOMIC OUTCAST - QZ

PEPSICO Q3 EARNINGS PREVIEW: OPERATIONAL TAILWINDS MIGHT NOT BE ENOUGH TO APPEASE INVESTORS - SEEKINGALPHA

SLB N.V.: SETTING ITSELF UP FOR GROWTH WITH ADDED DATA CENTER AMBITIONS - SEEKINGALPHA

Thursday, October 01, 2026: 10-year Treasury yield hits highest since 2002, Nvidia's AI-financing trade gets a Wall Street reality check, and Chinese

MICRON REVENUE SURGES 379%: 4 TOP AI CHIP STOCKS - SEEKINGALPHA

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF DECLARES $0.2037 MONTHLY DIVIDEND - SEEKINGALPHA

AMERICA BUYS AI, ASIA REAPS THE REWARDS - SEEKINGALPHA

OCT 01, 2026: Korea's $200B US investment plan, Seoul chip losses on a deepening memory shortage, and India's RBI turning hawkish are the three storie

Earnings wrap — Thursday, Oct 1: 4 reporters, all beats, tech-heavy tape. Micron, Jabil, FactSet, Conagra all topped consensus. $MU's $31.82 consensus

NEW YORK STOCKS MIXED, DOW DROPS 0.86% ON RISING YIELDS - GNEWS

📊 10-Year Treasury Yield: 5.291 % (+0.04pp)

HERE'S WHAT KALSHI'S PREDICTION MARKETS THINK WILL HAPPEN IN THE 2026 MIDTERMS - CBS

Wed Sep 30, 2026: Iran reviews US ceasefire counterproposal as Hormuz terms stay unclear; China and US extend trade truce with tariff cuts; Treasury y

WATCH LIVE: DATA CENTER BILL FALLS SHORT AS SENATE HOLDS FINAL VOTES BEFORE THE MIDTERMS - PBS

WATCH: TRUMP ANNOUNCES $54 BILLION SOUTH KOREAN INVESTMENT IN ALASKA NATURAL GAS PIPELINE - PBS

GOOGLE EDGES UP AFTER REVEALING LONG-AWAITED GEMINI 4 ARGON - SEEKINGALPHA

TOTALENERGIES: MORE OIL, GAS, POWER, AND FREE CASH FLOW - SEEKINGALPHA

September 30, 2026 — Core PCE reaccelerates, eurozone inflation jumps, oil and yields climb dragging futures. Trump's voluntary AI safety pact with te

TIPS FOR DEALING WITH FALL ALLERGIES - CBS

OPENAI'S DEVDAY: PRIVATE INTELLIGENCE COULD UNLOCK ENTERPRISE GROWTH - SEEKINGALPHA

FAIR ISAAC CUT TO NEUTRAL FROM BUY AFTER FHFA REMOVES KEY DISTINCTION FROM VANTAGESCORE - SEEKINGALPHA

EURONEXT SUSTAINABILITY WEEK 2026: BUILDING RESILIENCE IN A CHANGING WORLD - EURONEXT

Wed Sep 30, 2026 — Asia opens with US 30Y yield above 5.6%, a fragile Xi-Trump trade truce, and Korea's Aug output/retail/capex all down. That's the t

SP GROUP TO RAISE $125 MILLION VIA TAP ISSUE, RS 3,250 CRORE IN RUPEE BONDS - ECONOMICTIMES

Earnings wrap — Wed Sep 30. Just 2 names on the docket, both Consumer Discretionary. 1 reported, 1 still pending. $CCL beat, $KMX up next.

JAPAN'S CHINA DERISKING HAS LESSONS FOR SOUTHEAST ASIA - NIKKEI

OPENAI IN EARLY TALKS TO RAISE $30 BILLION BEFORE AN IPO - THEINFORMATION

4D MOLECULAR: REITERATE 'BUY' WITH WET AMD 4D-150 PROGRAM ON TRACK AND PHASE 3 DME TRIAL UNDERWAY - SEEKINGALPHA

Tue, Sep 29, 2026 — US and Iran are talking through mediators to end the war, US and China agreed to cut tariffs on $60B of goods, and the US 30-year

OPENAI IS SEEKING $30 BILLION IN NEW FUNDING AT A $1.4 TRILLION VALUATION - QZ

BEYONDSPRING INC. (BYSI) DISCUSSES FDA FAST TRACK DESIGNATION AND STRATEGIC TRANSACTION FOR PLINABULIN IN POST-ICI NON-SQUAMOUS NSCLC TRANSCRIPT - SEE

MICRON OPTIONS CHAIN SKEWS BULLISH IN RUN-UP TO Q4 EARNINGS - SEEKINGALPHA