Good morning.
The Fast Five → New inflation warning sign, Anthropic revenue surges 45%, CoreWeave tanks on bond yield woes, Apple retakes $5T market cap, and Michael Dell's net worth falls over $20 billion…
📌 [FREE DEMO] — Wall St. legend reveals his new 401(ai) project →
(from Chaikin Analytics)
Calendar: Full Calendar »
Today:
Price Price Index, 8:30A
Retail Sales m/m, 8:30A
Unemployment Claims, 8:30A
Fed Chair Warsh Speaks, 11:30P
Tomorrow:
None watched
Your 5-minute briefing for Thursday, October 15:
BEFORE THE OPEN
As of market close 10/14/2026.
Pre-Market:
Market Wrap:
Futures: Dow +22, S&P -0.2%, Nasdaq -0.7%
Wed: Dow -0.1%, S&P -1.1%, Nasdaq -1.9%
Hotter inflation sparked the Nasdaq’s worst day since July
Fed rate-hike concerns intensified after September CPI
S&P posted its steepest decline since July
Producer inflation and retail sales data due Thursday
Focus shifts to jobless claims and bank earnings
EARNINGS
Here’s what we’re watching:
Today: *Charles Schwab $SCHW ( ▲ 0.9% ), Interactive Brokers $IBKR ( ▼ 3.83% )
First came the 401(k).
Now comes Marc Chaikin's 401(ai).
For years, Americans have put their hopes in the 401(k).
Now Marc Chaikin wants to show you what he calls the 401(ai) approach.
- A sponsored message from Chaikin Analytics -
HEADLINES
The AI giant met with public-market investors Wednesday ahead of its planned IPO next month.
America's inflation problem is becoming harder to contain, with new evidence Wednesday that price pressures are extending beyond the war-related energy shock rattling the global economy.
Nasdaq ends sharply lower as hot inflation data stirs rate-hike worries (more)
Inflation rose to 3.7% last month in last snapshot before the midterms (more)
US Treasuries slump as hot inflation lifts Fed rate-hike bets (more)
More than 40% of Americans struggle to pay for basic necessities (more)
US Treasury says big banks discriminated on political grounds (more)
Trump announces $80B Taiwan LNG deal (more)
Oil prices gain on attacks in Saudi Arabia, Iran’s tactics to target tankers (more)
Gold holds loss as hot inflation lifts October rate-hike bets (more)
Apple retakes $5T market cap—second company to eclipse milestone (more)
Nvidia stock sinks as chip sell-off deepens on hot inflation data (more)
Nvidia to announce $2B in European investments (more)
‘Yikes’: CoreWeave stock sinks after its bond yield touched 15% (more)
Bending Spoons stock soars on new Berkshire Hathaway investment (more)
ASML raises capacity concerns as AI chip demand outstrips supply (more)
Brookfield, NextEra to build $100B AI hub on cold war nuclear site (more)
BlackRock jumps as Q3 earnings, investor inflows beat expectations (more)
Wall Street banks see robust deal pipeline despite market volatility (more)
Netflix is laying off 6% of its workforce, in biggest round of cuts in years (more)
Tesla’s Roadster event is back on for tonight (more)
DEALFLOW
M+A | Investments
Galderma agrees to buy ZO Skin Health for around $1.5B
Lufthansa wins race for €1.2B stake in Portuguese carrier TAP
Omron to acquire OnLogic in $675M physical AI deal
EDF agrees to sell clean hydrogen unit to Ardian-backed Hy24
Kraken parent to acquire Lithuania-based Saldo Bank
Oasis boosts Nidec stake, now largest shareholder
Mdia receives $3M Investment
VC
Suki, a company specializing in ambient clinical intelligence, raised $90M in Series E funding
Albert, a chemistry-native AI operating system for R&D, raised $55M in Series B funding
Reach Security, an AI platform that operates security defenses at machine speed, raised over $50M in Series B funding
Altay Therapeutics, a biotech company developing novel small molecule inhibitors of transcription factors, closed a $37M Series A financing
Scuba, a shared context engine for teams and their agents, raised $34M in funding over two rounds
Tamr, an AI-native master data management platform, raised $21M in funding
Evolutionary Operating System, a company building autonomous operators for the physical economy, raised $9M in Pre-Seed funding
Othello, a lab building AI models for live sales calls, raised $8M in Seed funding
Zaria Systems, a real-time infrastructure platform for mark-to-market credit and structured finance, raised $5.2M in Seed funding
Marklo, an agentic marketing platform for brands running on Shopify, raised $5M in Seed funding
Collective X Health, a women's health and performance intelligence platform, raised $3.2M in Pre-Seed funding
CRYPTO
BULLISH BITES
🎲 Inside the booming market for US midterm election bets.
⚔️ It’s BlackRock vs. Apollo in war to bank corporate America.
🤖 A quarter of financial firms tie pay and promotions to AI proficiency.
💼 McKinsey is putting AI avatars in the interview room.
DAILY SHARES
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