Good morning.
The Fast Five → Nvidia, Micron are about to dominate earnings season, Fed minutes show hawkish unity behind Sept rate hike, Dalio warns AI bubble is nearing a breaking point, 30-yr mortgage rate hits highest in three years, and Microsoft debuts Nvidia-powered Surface laptop ultra…
📌 ALL-IN ALERT: The potential upside on this $15 stock is truly insane →
(from InvestorPlace)
Calendar: Full Calendar »
Today:
Unemployment Claims, 8:30A
Tomorrow:
Prelim Consumer Sentiment, 10A
Prelim Inflation Expectations, 10A
Your 5-minute briefing for Thursday, October 8:
BEFORE THE OPEN
As of market close 10/7/2026.
Pre-Market:
Market Wrap:
Futures: Dow +48 (+0.09%), S&P +0.05%, Nasdaq -0.07%
Wed: Dow -340+ (-0.7%), S&P -0.2%, Nasdaq -0.2%
S&P retreated from Tuesday’s record high
10-year yield hit 5.365%, highest since 2002
30-year yield climbed to 5.732%
S&P earnings growth expected near 30%
Focus shifts to jobless claims and PepsiCo earnings
EARNINGS
Here’s what we’re watching this week:
Today:
*PepsiCo $PEP ( ▼ 1.58% ) - $2.30 EPS, up from $2.29 a year ago, on $24.98B revenue (+4.4%)
FRI: *Delta Air Lines $DAL ( ▼ 0.83% )
The #1 Stock Picker Who Called AMD is Going Public With His Next Big Idea
TipRanks once named Luke Lango the #1 stock picker out of 15,000.
He recommended AMD back when Wall Street dismissed it as a gaming company – before it soared as much as 26,797%.
Now Luke's found what he believes could be the most lucrative move of Elon Musk's career – along with the $15 stock at the center of it all.
- A sponsored message from InvestorPlace -
HEADLINES
Designed to compete with Apple's MacBook Pro, it's Microsoft's most powerful Surface to date.
Dow falls, S&P and Nasdaq retreat from records amid bond jitters (more)
Wall St’s AI earnings excitement spills into 2027 but risks market ‘air pocket’ (more)
US bonds selloff resumes as 10-yr, 30-yr yields hit new 24-yr high (more)
Bessent’s reassurances fall flat for investors (more)
Fed minutes show hawkish unity behind September rate hike (more)
Dalio warns AI bubble is nearing a breaking point as debt and rates rise (more)
France’s battered bonds are starting to tempt bargain hunters (more)
Oil prices climb above $100 on Strait of Hormuz attacks (more)
30-yr mortgage rate hits highest in nearly three years (more)
Apollo, banks in talks to finance SpaceX’s $40B Nvidia GPU purchase (more)
US agrees to loan for chipmaker that went bankrupt last year (more)
Webull on track for worst day in a year after lawmakers flag ties to China (more)
Anthropic launches third Claude 5.5 model, expanding AI lineup before IPO (more)
Microsoft debuts Nvidia-powered Surface laptop ultra, aiming for AI market (more)
SK Hynix’s flash memory unit said to pick banks for 2027 US IPO (more)
Bezos says Blue Origin likely to pursue IPO in coming years (more)
Fed sees another hike coming, but no sign as to when, minutes show (more)
SpaceX eyes overtaking Taiwan Semiconductor and Amazon in the trillion-dollar market-cap club (more)
DEALFLOW
M+A | Investments
Canada's Weston family to buy UK's Boots in $8.9B deal
Rosatom takes full control of Delo to create Russia's biggest logistics group
Brookfield to buy ESR India warehouse parks in $444M deal
TD SYNNEX agrees to acquire technology distributor BlueStar
Healthcare Services Group acquires NEXDINE Hospitality
Phigenics receives investment from Battery Ventures
VC
General Medicine, a nationwide healthcare store platform, raised $120M in Series B funding
Parallel Systems, a battery-electric autonomous freight rail solution, raised $100M in Series C funding
TeddyHoldings.AI, a compliance and client-focused legal services platform, raised $60M in Seed funding
Stuut, an AI platform for order-to-cash process automation, raised $52.5M in Series B funding
Healthleap, a clinical AI platform that screens patients for conditions that often go undiagnosed, raised $38M in combined Seed and Series A funding
Furientis, a provider of low-cost, mass-producible missile interceptors, raised $25M in Seed funding
Melius, a shared creative operating system and agents lab for creative work, raised $25M in total funding
Wally Health, an AI-powered subscription oral care platform, raised $25M in Series A funding
Ampersand, a provider of integration infrastructure for enterprise agents, raised $15M in Series A funding
Trmeric, an agentic platform supporting enterprise transformation strategies, raised $6.5M in Seed funding
Eden AI Labs, a personal AI agent platform, raised $1.5M in funding
CRYPTO
BULLISH BITES
📈 Forget Nvidia, Tesla, AMD – This is bigger. *
🪙 Five things to know about tokenized stocks.
🏛️ Raskin seeks to preserve Trump's D.C. "propaganda" in Smithsonian.
💼 The race is already on for next summer’s $50,000 internships.
🐰 A viewer’s guide to Warren Buffett’s nightly trips down YouTube rabbit holes.
DAILY SHARES
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