Good morning.
The Fast Five → Trump backs ban on diesel exports, US and Iran officials meet in New York, Trump disclosure shows 1,100 July trades, Intel up 25% in last 5 days, and Meta’s Muse comes for financial stocks…
📌 Hold these 5 stocks through the AI slowdown →
(from TradeSmith)
Calendar: Full Calendar »
Today:
Flash Manufacturing PMI, 9:45A
Flash Services PMI, 9:45A
Tomorrow:
Unemployment Claims, 8:30A
Your 5-minute briefing for Wednesday, September 23:
BEFORE THE OPEN
As of market close 9/22/2026.
Pre-Market:
Market Wrap:
Futures: Dow -14 (-0.03%), S&P +0.02%, Nasdaq +0.1%
Tue: Dow -0.4%, S&P flat, Nasdaq +0.5%
Nasdaq hit another record, rising for a fourth day
Oil fell 1% on hopes for US-Iran de-escalation
Treasury yields eased alongside oil prices
Tech continued to outperform the broader market
Focus shifts to earnings and geopolitical developments
EARNINGS
Here’s what we’re watching this week:
Today: *Cracker Barrel $CBRL ( ▲ 1.36% ), *General Mills $GIS ( ▲ 0.11% )
THU:
*Costco $COST ( ▲ 0.1% ) $6.53 EPS (+11.2% YoY) on $94.9B revenue (+10.1% YoY)
*Darden Restaurants $DRI ( ▲ 1.06% ) - $2.05 EPS (+4.1% YoY), on $3.2B revenue (+6.7% YoY)
Major Buy Alert Issued for September 30th
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HEADLINES
President Trump said Tuesday that he would support banning exports of diesel fuel.
The rapid adoption of the new artificial-intelligence agent threatens to disrupt wealth managers, brokerages and insurers.
Stocks mixed: Nasdaq all-time high, Dow sags, S&P flat (more)
Financial stocks fall with AI and flattening yield curve in focus (more)
‘Winter is coming’: IMF head issues ‘warning’ over inflation (more)
US and Iran officials meet in New York to discuss ending the war (more)
US Treasury secretary could take on AI czar role (more)
Trump bought and sold shares of SpaceX in July, disclosure shows (more)
Trump disclosure shows 1,100 July trades, Microsoft and Amazon sales (more)
Saudi Arabia restarts East-West oil pipeline (more)
Wall St expects Meta's AI agent to shape into new revenue engine (more)
Intel up 25% in last 5 days on CPU demand as AI agents gain traction (more)
Ryan Cohen just bet $26M more on GameStop (more)
Kalshi to allow trading on borrowed funds (more)
Fintech startups that hated banks are now becoming them (more)
Apollo caps private credit fund again as 14.7% look to exit (more)
Corporate bond buyers get picky with flood of AI debt (more)
AI-related IPOs postponed as investors grow cautious (more)
DEALFLOW
M+A | Investments
Cognex agrees to acquire RealSense for $500M
Vale agrees to acquire 30% stake in Brazil's Ligga for about $190M
The Xtreme Group receives investment from Heartwood Partners
millionways receives investment from Hunt Scanlon Ventures
VC
Cyera, an AI-native data and identity security platform, raised $400M in Series G extension funding
Go.AI, an AI infrastructure platform for regulated industries, raised $85M in Series A funding
Firecrawl, a web data API and retrieval platform for AI agents, raised $75M in Series B funding
Confido, an AI-powered commercial cycle platform for CPG brands, raised $55M in Series B funding
Baselayer, an identity and risk infrastructure platform, raised $35M in Series A funding
Vaulted Deep, a provider of subsurface infrastructure for organic waste and carbon removal, received a $35M debt facility from Mediobanca
Chamelio, an AI-native platform for in-house legal teams, raised $26M in Series A funding
Teal Health, an FDA-authorized self-collection device for at-home HPV cervical cancer screening, raised $22M in Series A funding
Sela, a voice AI platform for mortgage sales, raised $21M in funding across Seed and Series A rounds
Atum, an open payments network platform for global money movement, raised $13.5M in funding
Monetary Metals, a gold yield marketplace platform, raised $10.5M in funding
Beagle Labs, an AI-enhanced property intelligence platform for complex commercial insurance underwriting, raised $4.1M in Pre-Seed funding
Voxela, a senior care technology company, closed Series A funding bringing total funding to approximately $13.2M
CellsBin, a biotech company pioneering Rare-Cell Biology, closed Series A financing
Primrose Bio, a manufacturer of new technology products for biologic needs, raised new funding
CRYPTO
BULLISH BITES
🛡️ Trump admin won’t give AI leaders a ‘liability shield’.
🇨🇳 China’s A.I. makes a great leap forward. But its economy is falling behind.
😈 The A.I. party house where networking has a dark side.
💪 "Gym bros" are going to pilates—and leaving class shaking.
DAILY SHARES
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