Good morning.
The Fast Five → Micron rides the AI boom, Treasury yields near 25-year highs, Google unveils long-awaited Gemini 4, Musk returns to Trump world, and America's hated economic boom…
📌 New buy alert from the “Billionaire Whisperer” →
(from Chaikin Analytics)
Calendar: Full Calendar »
Today:
Unemployment Claims, 8:30A
FOMC Waller Speaks, 10:00A
ISM Manufacturing PMI, 10:00A
Tomorrow:
Avg Hourly Earnings, 8:30A
Non-Farm Empl. Change, 8:30A
Unemployment Rate, 8:30A
Your 5-minute briefing for Thursday, October 1:
BEFORE THE OPEN
As of market close 9/30/2026.
Pre-Market:
Market Wrap:
Futures: Dow +0.1%, S&P +0.1%, Nasdaq +0.1%
Wed: Dow -440+, S&P -0.3%, Nasdaq +0.2%
Sept: Dow -4.3%, S&P -0.5%, Nasdaq +1.9%
Q3: S&P, Nasdaq +2%; Dow -2.7%
August PCE cooled to 3.4%, below 3.7% expected
10-year yield topped 5.3%; 30-year hit 5.6%
Jobless claims due Thursday; September jobs report Friday
Nike reports after the bell
EARNINGS
Here’s what we’re watching today:
THU: *McCormick $MKC ( ▼ 4.13% )
Nike $NKE ( ▼ 1.23% ) - expecting a 10.2% YoY slide for EPS to $.44, on a 3.3% decline for revenue
New Buy Alert From the
"Billionaire Whisperer"
Sixty-year Wall Street veteran Marc Chaikin's former clients include billionaire investors like George Soros and Steve Cohen.
He created an award-winning system that pinpointed Nvidia before it skyrocketed more than 50,000%.
Now, as a direct result of Executive Order #14363 issued by the administration, the next-generation AI data centers are coming online.
More importantly, he says his No. 1 stock is leading the buildout – and you need to own it before October 20.
- A sponsored message from Chaikin Analytics -
HEADLINES
The company reported a fiscal fourth-quarter profit of $37.7 billion, up from $3.2 billion a year earlier
Call it the most hated economic boom ever: America's economy is roaring ahead. And Americans feel lousy about it.
S&P 500 dips, Nasdaq higher after data shows moderate inflation rise (more)
Stocks fare better than expected in September (more)
US Treasury yields near 25-year highs (more)
US inflation rises below expectations in Aug, giving Fed breathing space (more)
White House huddles on possible diesel export ban (more)
Trump expected to announce $54B So Korea investment in Alaska LNG (more)
France plans record bond sale as debt fears grow (more)
US second-quarter GDP revised higher amid robust consumer spending (more)
US Senate blocks bill to limit stock trading by lawmakers (more)
Wall St regulator to unveil new retail investor proposals for private assets (more)
FTC probes OpenAI, Anthropic over AI safety (more)
OpenAI, Google, Meta pledge AI safety audits under voluntary WH deal (more)
Google unveils long-awaited Gemini 4 (more)
Anthropic's IPO pitch embraces AI's promise and peril (more)
Mattel’s Kreiz to join Warner Bros.-Paramount (more)
Musk returns to Trump world for Pentagon war study (more)
DEALFLOW
M+A | Investments
Hormel Foods to buy family-owned chicken firm Brakebush for $1.06B
OPmobility agrees to buy Hyundai Mobis' lighting unit for $443M
Aurachain receives investment from Evolution Equity Partners
VC
Varda Space Industries, a microgravity-enabled life sciences company, raised $251M in Series D funding
CScale, a developer of optical interconnect technology for AI scale-up systems, raised $145M in Series C funding
R1 Therapeutics, a biopharma company focused on developing therapies for kidney disease, extended its Series A financing to $80.5M
Skylight, a provider of smart family products and software, expanded its credit facility to $75M
Miter, an AI-powered workforce management platform, raised $40M in Series B funding
Relay, a system of action platform for physical operations, raised $36M in new funding
Ascerta, an enterprise AI management platform, raised $18M in Series A funding
Proximal, an AI coding data startup, emerged from stealth with $15M in funding
Kanu AI, an enterprise automation and generative software infrastructure startup, raised $11.7M in funding
Beltic, a provider of agent verification infrastructure, raised $7.3M in Seed funding
CRYPTO
BULLISH BITES
🚨 Chaikin: Buy this stock by Oct. 20. *
🙏 Money managers ask clients to give the bond market another chance.
👀 The ugly economics of consumer AI.
🤑 The gated community where Larry Ellison bought eight homes for his staff.
🎸 The weird and wonderful Air Guitar World Championships.
DAILY SHARES
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