Good morning.
The Fast Five → Trump, top AI leaders agree to voluntary AI standards, bond yields keep rising, consumer sentiment hits lowest level in a decade, Nike’s stock has never been hated more, and Robinhood bets big on AI bots that trade while you sleep…
📌 Dr. Ron Paul: "I spent 50 years trying to prevent this crisis" →
(from Altimetry)
Calendar: Full Calendar »
Today:
Core PCE Price Index m/m, 8:30A
Final GDP q/q, 8:30A
Tomorrow:
Unemployment Claims, 8:30A
FOMC Waller Speaks, 10:00A
ISM Manufacturing PMI, 10:00A
Your 5-minute briefing for Wednesday, September 30:
BEFORE THE OPEN
As of market close 9/29/2026.
Pre-Market:
Market Wrap:
Futures: Dow +0.16%, S&P +0.16%, Nasdaq +0.26%
Tue: Dow -100+, S&P -0.2%, Nasdaq -0.1%
30-year yield topped 5.6%, highest since 2002
Fed’s Williams signaled no urgency for another hike
October hike odds fell to 49% from 71% Monday
August PCE due Wednesday; 3.7% annual expected
September: S&P, Dow lower; Nasdaq up 1%+
Q3: S&P, Nasdaq +2%; Dow nearly -2%
EARNINGS
Here’s what we’re watching today:
WED: Conagra Brands $CAG ( ▼ 0.21% )
Progress Software $PRGS ( ▲ 0.08% ) - $1.52 EPS, +$1.50 a year ago, despite a 0.9% revenue decline to $247.59M
Dr. Ron Paul Issues New Warning:
"The Next Financial Crisis Is Here"
Dr. Ron Paul says a dangerous new experiment is already underway in Washington. It involves at least $27 billion… roughly 30 U.S. companies… and a major change in the relationship between government and the stock market.
Some stocks tied to this story have already fallen 50% or more. Now, Dr. Paul is revealing three financial moves every American family needs to make.
- A sponsored message from Altimetry -
HEADLINES
President Trump doubled down on his opposition to any government intervention.
The brokerage’s app made it easy to trade stocks on a smartphone. Now Robinhood sees AI agents in individual investors’ future.
Dow posts back-to-back losses as Treasury yields continue their ascent (more)
Bond yields keep rising despite drop in oil price, dovish Fed speech (more)
Decline in tourism hits US economy (more)
Trump’s municipal bond portfolio reaches as much as $1 billion as policy overlaps mount (more)
Fed's Williams sees no urgency for next Fed rate hike (more)
US consumer sentiment hits lowest level in more than a decade (more)
Dimon has a plan to revive the West: A ‘big, beautiful’ deal with Europe (more)
'Both cannot be right': The AI math that has analysts worried (more)
OpenAI targets $30B in funding at $1.4T value (more)
Anthropic's IPO prospectus shows sweeping AI vision, surging costs (more)
Anthropic: AI may pose 'existential risks to humanity' in IPO filing (more)
Tesla lines up $30B credit lines as capex, AI push accelerate (more)
Boeing wins US Navy's next-generation fighter contract (more)
Nike stock has never been more hated by the market (more)
AT&T signs $3B fiber deal with Corning as data demand surges (more)
Target lowers prices on nearly 2,000 items ahead of holiday season (more)
DEALFLOW
M+A | Investments
Samsung, affiliates commit $1 billion to KKR-backed Helix Digital AI buildout
ITpipes receives growth investment from Luminate Capital Partners
Kahua receives growth investment from Bain Capital
VC
EliseAI, an AI and workflow automation platform for property management and healthcare systems, raised $350M in Series F funding
Quartermaster, a maritime intelligence tech and decentralized ocean-sensing startup, raised $140M in Series B funding and debt financing
Efficient Computer, a company building energy-efficient processors, raised more than $97M in Series B funding
ai3Bio, a biotech company targeting autoimmune disease at its root source, raised $48M in Series A funding
Tiny Health, a microbiome intelligence platform advancing gut and vaginal microbiome testing across the lifespan, raised $33M in Series B funding
Link Cell Therapies, an oncology cell therapy company, raised $30M in an expansion of its Series A financing
Destro AI, a company building the shared intelligence layer for warehouse robotics, raised $8M in Seed funding
RemoteThreat, a commercial, fully integrated, end-to-end platform for offensive cyber operations, raised $7M in Pre-Seed funding
Dodge AI, an enterprise software maintenance and code refactoring platform, raised $2.65M in funding
CRYPTO
BULLISH BITES
🤑 October: A time for investors to reap…and sow.
📣 Trump's hand-picked, taxpayer-funded ads about to ramp up.
🍔 Inside McDonald’s push to have AI price your Big Mac.
🐿️ The case for America’s original superfood — the acorn.
DAILY SHARES
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