Market Signals

Treasury yields fall as oil prices slide

Is AI capex 'easy money' coming to an end? Trump loosens restrictions on diesel - Yahoo Finance Singapore

Von der Leyen warns against EU budget cuts - POLITICO.eu

Goldman's telling clients the Tesla Q3 print is a footnote — robotaxis, FSD and Optimus are what actually matter for the story. That's an optionality

Nvidia Soars Near $6 Trillion Market Cap With Stock Back at High - Bloomberg.com

‘Too much risk:’ Pimco’s Bill Gross says you shouldn’t own bonds now — aside from one key Treasury play

RPM International (RPM) Q1 Earnings Top Estimates - Yahoo Finance

AM Markets Need to Know: World Bank lifts Asia growth view, Treasury risks, and more

Apogee Enterprises topped Q2 earnings and revenue estimates. A clean beat on both lines is the starting point — now the tape wants evidence it’s durab

Trump Signs Order to Ease Limits on Diesel Variety to Curb Costs - Bloomberg.com

Sell-side is reworking Prologis estimates right before the Q3 print. That's the tell — when numbers move this close to the report, the revision become

Goldman Sachs Raises TSMC Target Price to NT$3,300, Bullish on AI Demand Expanding to CPUs and Networking Chips - finance.biggo.com

Ray Dalio is flagging that China and Japan may pull back from Treasuries. The foreign bid has been the ballast under the long end; if it thins, yields

AI benefits justify some ‘bad things’ including hacks, scams, and misuse, OpenAI CEO Sam Altman says - rt.com

Trump signs order to expand access to tax-exempt diesel - Reuters

Korea’s first homegrown GLP-1: Can Hanmi’s Eppe undercut Mounjaro and Wegovy?

Trump to issue order expanding access to tax-exempt diesel fuel, sources say - Reuters

OpenAI is in talks for a $30B round with UAE funds and BlackRock, per Bloomberg. Sovereign capital and the world's largest asset manager writing the s

TotalEnergies boss hails ‘opportunities’ created by global market turmoil - Financial Times

3 US Tech Stocks Investors Are Repricing As Treasury Yields Pressure Growth

Sony Music steps up fight against streaming fraud - ft.com

Q3 earnings kick off this week into a surging 10-year, and that's the whole tape. Guidance will matter more than the print while the discount rate kee

National Grid lifted its FY27 earnings growth outlook on gains from its Ventures arm. The read: this is a growth kicker on top of the regulated base,

Dow, S&P 500, Nasdaq Futures Rise Ahead Of Key Jobs Report: NKE, NFLX, BABA, XRPN Stocks In Focus - Stocktwits

Japan Should Keep Focus on Cheap Mideast Oil, Local Refiner Says - Bloomberg.com

Accenture's Q4 results and FY27 outlook are lifting sentiment across IT, just ahead of Indian IT's own Q2 season. Read-through matters more than the p

Trump says he 'gets along great' with N. Korean leader at campaign rally

A Home AI Cluster Build Hit Electrical Fuses Before It Hit GPU Limits - Startup Fortune

US stocks rose near record levels after latest jobs report eased worries - Jamaica Gleaner

Legal risk is stacking up around Sam Altman as OpenAI uncovers dozens of hacks, per FT. For the company anchoring the AI trade, liability headlines ar

Trump Names Clayton, Ferguson to Lead AI Task Force - Bloomberg.com

Trump pressures South Korea to commit to Alaska LNG project

UPS earnings estimates cut by UBS as domestic margins remain key to outlook - Yahoo! Finance Canada

Here Are the Key Takeaways From the US Jobs Report for September - Bloomberg.com

Europe agrees to release stocked diesel oil, Trump says - Reuters

Dow Jumps 400 Points, Nasdaq Hits Record High After Jobs Report — BlackRock’s Rosenberg Calls Data ‘Dovish’ - TradingView

US job growth slows sharply in September; unemployment rate rises to 4.2% - Reuters

Dow up 400 and the Nasdaq at a record high after the jobs report, with BlackRock's Rosenberg calling the data "dovish." When the labor print reads sof

Stocktwits Passport Portfolio: QQQ Holds Up Better Than SPY, DIA And Asian Stocks Amid Bond Market Rout This Week - Yahoo Finance

Meta’s US child-safety measures may prove insufficient in EU probe, commission says - MLex

A Brexit reversal is on the table 10 years on from the vote that changed Britain. Here’s what’s at stake

Volvo Cars issues profit warning as China sales fall - Financial Times

Asian shares mixed after global bond sell-off deepens and ahead of US jobs data - Bozeman Daily Chronicle

Quant hedge funds reap big gains from global bond sell-off - Financial Times

Tokyo core inflation jumped in September, bolstering the case for more BOJ hikes. A BOJ with a freer hand to normalize is a long-end yields story, not

OpenAI Parts Ways With 3 Workers Over Mishandling Information - Bloomberg.com

TRUMP LOSING MIDTERMS COULD BE THE 'TRIGGER' THAT POPS AI BUBBLE, SAYS MARKET ANALYST — HERE'S WHAT CRYPTO PUNTERS THINK - TRADINGVIEW - GNEWS

SYNOPSYS SHARES JUMP ON ROBUST GROWTH OUTLOOK, OPENAI AND AWS DEALS - WTVB - GNEWS

CANADA TO FAST TRACK OIL PIPELINE DESIGNED TO DIVERSIFY ECONOMY AWAY FROM US - REUTERS - GNEWS

SYNOPSYS SHARES JUMP ON ROBUST GROWTH OUTLOOK, OPENAI AND AWS DEALS - THE MIGHTY 790 KFGO - GNEWS