Good morning.
The Fast Five → Bond selloff worsens, Senate narrowly votes down war resolution, AI’s financial Jenga towers start to wobble, Oracle sends ‘force majeure’ notice about data center project, and four takeaways from Trump's summit with Xi…
📌 Urgent Bitcoin alert for RIGHT NOW →
(from The Opportunistic Trader)
Calendar: Full Calendar »
Today:
Durable Goods, 8:30A
Revised Consumer Sent., 10:00A
Revised Inflation Expect., 10:00A
Monday:
None watched
Your 5-minute briefing for Friday, September 25:
BEFORE THE OPEN
As of market close 9/24/2026.
Pre-Market:
Market Wrap:
Futures: Dow -59 (-0.1%), S&P -0.1%, Nasdaq -0.1%
Thu: S&P flat, Nasdaq flat
Treasury yields continued their sharp climb
10-year yield hit 5.225%, highest since 2007
October rate-hike odds remain around 68%
Dow is headed for a fourth straight losing week
Focus shifts to consumer sentiment and durable goods
EARNINGS
None watched today. Full earnings calendar »
A former hedge fund manager whose firm Barron’s ranked in the top 1% worldwide says buying Bitcoin is the wrong move.
His readers have had the chance to collect $4,898… $11,145… and even $17,350 from Bitcoin’s moves without owning a single coin.
- A sponsored message from The Opportunistic Trader -
HEADLINES
In an exquisitely arranged patchwork of loans, insurance policies, and milestone-triggered payments, a single element falling out of place can expose financial backers and insurers to losses.
The latest milestone notched in an extended bond selloff driven by inflation and fiscal concerns.
Stocks climb back to par (more)
The S&P 500 has never been this concentrated in 2 stocks (more)
Surging Treasury yields pose a new problem for Warsh and the Fed (more)
Senate narrowly votes down resolution calling for end to Iran war (more)
China's rare earths dominance to overshadow Trump's talks with Xi (more)
Four takeaways from Trump's summit with Xi in Washington (more)
US energy secretary seeks refiners' help to curb diesel price (more)
US weekly jobless claims decrease as labor market regains footing (more)
Oracle drops on report it sent ‘force majeure’ notice about data center project (more)
Costco beats quarterly sales estimates on resilient demand for essentials (more)
Meta's Charm gadget carries CEO Zuckerberg's big AI ambitions (more)
Starbucks to close another 250 coffeehouses in North America (more)
MGM discusses bid for Barry Diller's People Inc (more)
DEALFLOW
M+A | Investments
Anthropic signs $11.6B cloud deal with Akamai
RedBird Capital to acquire majority stake in Puck at $250M valuation
Proxy adviser Glass Lewis merges with Clarity AI
Rejuvenation Technologies receives investment from Jetstream Venture Fund
VC
Bird.com, an AI communications infrastructure company, completed a $450M debt financing
Island, a provider of an agentic control plane and Enterprise Browser platform, raised $400M in Series F funding
Precision Neuroscience, a brain-computer interface technology company, closed a $250M Series D financing
Rightway, a provider of a pharmacy benefit management and care navigation platform, raised $155M in Series E funding
BigHat Biosciences, a clinical-stage, AI-driven protein therapeutics platform company, closed a $75M Series C financing
Silk, a data platform for agentic AI workloads, raised $45M in growth capital facility funding
PicoJool, optical connectivity solutions for AI infrastructure, raised $27.5M in Series A funding
Pilgrim, a biotech and defense technology startup, raised $25M in Seed funding
Ando, an agent-native team messaging platform, raised $20M in Seed funding
Basalt Health, an AI platform that helps patients transition to post-acute care, raised $20M in Series A funding
Trebellar, a company building AI-native decision-making for corporate real estate management, raised $18M in Series A funding
Flatkey, an AI infrastructure platform combining AI models, tools, and data in a single API, raised $10M in Series A funding
Sol, an AI platform that supports email commitments, raised $4M in funding
Crux Analytics, a provider of a sales execution platform, raised $2.2M in Seed funding
Scholar Education, an AI platform for special education, raised $2M in Seed funding
Locus Lock, a provider of software-defined GNSS technology for contested and degraded environments, raised strategic funding
CRYPTO
BULLISH BITES
📊 A guide to owning bonds when they are selling off
🤖 Jensen Huang thinks AI alarmism has gone too far.
😱 Even Americans who use AI every day are worried about it.
🧈 The high-stakes pursuit of smuggling butter home from Paris.
DAILY SHARES
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