Weekend 10.04 & 10.05
Friday 10.03
Business Live – guardian
Jeff Bezos says AI is in an ‘industrial bubble’ but society to get ‘gigantic’ benefits from the tech – cnbc
Government shutdown: Senate funding measures fail again as deadlock continues – cnbc
Stocks chop in thin trade as shutdown prevents payrolls – Newsquawk US Market Wrap
Wall St Eyes Washington Standoff With Stocks Near Records – Reuters
Dow, S&P 500 Manage Record Closing Highs; Nasdaq Falls in Volatile Session – Reuters
The Wrap: FOMO Mania Meets AI Nuclear Fever – Zerohedge
S&P 500 posts winning week, but Friday rally fizzles – cnbc
“Huge Red Flag” – Chanos Joins Growing Crowd Questioning Subprime Credit In “The Golden Age Of Fraud” – Zerohedge
Hot Picks: Amazon, Walmart and Chewy named top retail stock picks – bbg
For a Jobs Day Data Fix in a US Shutdown, Here Is What the Experts Are Saying – Reuters
Stocks making the biggest moves midday: Wynn Resorts, Red Cat, SanDisk, Palantir and more – cnbc
Detroit auto stocks jump on report of tariff relief for U.S. vehicles – cnbc
US Equity Funds See Sharp Weekly Inflows on Rate Cut Hopes – Reuters
Global Equity Fund Inflows Hit 11-Month High on Fed Rate Cut Bets – Reuters
European Shares Mark Best Week Since April on Boost From Banks, Healthcare – Reuters
Gold Could Trade Above $4,000/oz Near Term, HSBC Says – Reuters
USA Rare Earth Shares Spike More Than 18% On News Of Talks With Trump Administration – Zerohedge
Nation-State Bitcoin Adoption To Enter ‘Suddenly’ Phase Soon – Zerohedge
OPEC+ Set for Another Oil Hike as Saudi and Russia Debate Size, Sources Say – Reuters
Service Sector Surveys Show Slowdown In September Despite Rebound In Employment – Zerohedge
US Services Sector Growth Brakes; Prices Paid Measure Edges Higher – Reuters
Futures Hit Another All Time High As Government Shutdown Enters Day 3 – Zerohedge
Euro Zone Services Growth Picked up Slightly in September, PMI Shows – Reuters
German Services Sector Sees Modest Growth in September, PMI Shows – Reuters
Goldman boss David Solomon warns of a stock market drawdown: ‘People won’t feel good’ – cnbc
BofA expects annual AI investments to nearly triple between CY25-30E to over $1.2T – investing
The AI bubble is 17 times the size of the dot-com frenzy, this analyst argues – Marketwatch
Germany’s Rust Belt Future: Deutsche Bank’s Debt-Fueled Mirage – Zerohedge
FX Daily: Ain’t nothing going on but AI – ing
European stocks set to extend gains after touching fresh record high – cnbc
Hitachi shares soar over 9% on partnership with OpenAI – cnbc
Thursday 10.02
Business Live – guardian
Government shutdown live updates: Stalemate to last at least three days – cnbc
Analysis-Prolonged US Government Shutdown Could Raise Market Risks – Reuters
Novo Holdings acts as cornerstone investor in 55 North, the world’s largest dedicated quantum fund – novo
Markets chop as lack of data keeps participants in the dark – Newsquawk US Market Wrap
Wall Street Closes With Records as Tech Support Offsets Labor, Shutdown Uncertainties – Reuters
Stocks close at record highs as investors shake off shutdown concerns – cnbc
Stocks making the biggest moves midday: Starbucks, FICO, Acadia Healthcare & more – cnbc
European Stocks Close at Record High on Tech Rally, Hopes for Fed Rate Cut – Reuters
Will AI Crash The Economy? – Zerohedge
Tesla Shares Surge To 2025 High After Q3 Deliveries Smash Expectations – Zerohedge
Tesla deliveries rise 7% before EV tax credits expire – cnbc
Tesla Posts Record Deliveries, Concerns Mount Over EV Demand Post-Tax Credits – Reuters
Stocks making the biggest moves premarket: Occidental Petroleum, Lithium Americas, Fair Isaac & more – cnbc
Stocks Hit Record Highs Around The Globe As AI Mania Hit Escape Velocity – Zerohedge
‘We stand ready’: Defense giants welcome Europe’s push to build a drone wall to repel Russia – cnbc
Corporate borrowers face funding trade-off as PIMCO flags debt market ‘cracks’ – cnbc
Eurozone unemployment ticked up to 6.3% in August – ing
European markets set to open higher, building on positive momentum – cnbc
South Korea’s Kospi hits record high as Samsung and SK Hynix soar on OpenAI partnership – cnbc
SK Hynix shares hit 25-year high, Samsung also surges as chipmakers partner with OpenAI – cnbc
Taiwan rejects U.S. proposal of ’50-50′ chip production, says trade talks focused on tariffs – cnbc
Wednesday 10.01
Business Live – guardian
Government shutdown live updates: Funding ends after Trump, GOP, Democrats fail to cut deal – cnbc
Prolonged US Government Shutdown Could Strain Public Finance Credits – FITCH
Germany is investing billions in AI – but who is making a profit? – EURONEWS
Stocks and bonds bid as traders boost rate cut bets after weak ADP – Newsquawk US Market Wrap
Wall Street Closes Higher, Boosted by Healthcare as Investors Shrug off Jobs Data, US Shutdown – Reuters
Wall Street sets more records, but bond yields drop following discouraging data on the job market – bbg
S&P 500 closes above 6,700 for first time as traders bet on short-lived shutdown – cnbc
Factbox-Key Stakeholders in $500 Billion Stargate AI Project – Reuters
Intel stock pops on news company is in early talks to add AMD as a customer – cnbc
Stocks making the biggest moves midday: Pfizer, Nike, Conagra, Corteva, GEO Group, Tesla, Reddit and more – cnbc
European Shares Close at Record High as Healthcare Outperforms; US Shutdown in Focus – Reuters
US Government Shutdown Negative for Credit Rating, Europe’s Scope Warns – Reuters
Microsoft wants to mainly use its own AI data center chips in the future – cnbc
Manufacturing ISM Rises, Beats Expectations As Employment Index Rebounds – ZEROHEDGE
US Manufacturing Eyes Recovery in September, Orders Contract – Reuters
ADP Payrolls Unexpectedly Crater To -32,000, Worst Since March 2023 And Below All Estimates – Zerohedge
US Private Payrolls Fall in September – Reuters
Private payrolls declined in September by 32,000 in key ADP report coming amid shutdown data blackout – cnbc
Data centers are a gold rush for global real estate — but can funding keep up? – cnbc
Futures Drop, Gold Jumps As US Government Shutdown Begins – Zerohedge
Euro Zone Inflation Picks Up, Bolstering ECB’s Case for Staying on Hold – Reuters
German Government Looks to AI and Cutting Red Tape to Revive Economy – Reuters
Asia markets trade mixed after U.S. government shuts down – cnbc
BYD’s Quarterly Car Sales Fall for First Time Since 2020, Data Shows – Reuters
Samsung, SK Hynix Set to Supply Chips to OpenAI’s Stargate Project – Reuters
Tuesday 09.30
Business Live – guardian
Rigetti Announces Purchase Orders for Two Quantum Computing Systems Totaling Approximately $5.7 Million – rigetti
Futures, Gold Drop With Hours Left Until US Government Shutdown – Zerohedge
Here’s JPMorgan Chase’s blueprint to become the world’s first fully AI-powered megabank – cnbc
Morgan Stanley explains who faces disruption risk from OpenAI’s new video app – investing
Pentagon Urges Arms Makers To ‘Double Or Even Quadruple’ Missile Production With Eye On China – Zerohedge
European markets set for mixed open as traders keep an eye on tariffs, U.S. political deadlock – cnbc
Asia-Pacific markets trade mixed as China manufacturing contracts for a sixth straight month – cnbc
China manufacturing activity picks up in September — official PMI still shows contraction – cnbc
Monday 09.29
JLR to resume some manufacturing operations in coming days after hack: GSK shares rise 3% after surprise CEO change – business live – guardian
A possible risk to markets from a shutdown getting chatter on trading floors – cnbc
Investors Look Past AI Hype to Long-Term Opportunities From Government Spending – Reuters
Wave Of US Air Tankers Deploy To Europe – Zerohedge
Jefferies’ Quarterly Profit Rises on Record Advisory Fees, Dealmaking Rebound – Reuters
Stocks grind higher with Dollar sold ahead of key US labour data – Newsquawk US Market Wrap
S&P 500, Nasdaq Climb as Investors Brush off Shutdown Woes, Hawkish Talk – Reuters
S&P 500 closes higher as AI leader Nvidia rebounds, EA surges on takeover – cnbc
Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – Zerohedge
Stocks making the biggest moves midday: CSX, Electronic Arts, Pony AI, Merus and more – cnbc
‘Major Geopolitical Issue’: Eric Schmidt Warns ‘Majority Of The World’ Will Choose China’s ‘Open’ AI Over America’s ‘Closed’ Models – Zerohedge
What’s the ‘natural demand’ for EVs in the U.S.? We’re about to find out – cnbc
US Pending Home Sales Rebound in August Amid Low Mortgage Rates – Reuters
US PREMARKET
Carnival Raises Annual Profit Forecast on Resilient Cruise Demand, High Costs Loom – Reuters
Stocks making the biggest premarket moves: Electronic Arts, Novo Nordisk, Lam Research, Oracle & more – cnbc
Marijuana Stocks Jump On Trump’s “Revolutionize Senior Healthcare” Video – Zerohedge
Goldman Sachs Upgrades Global Equities on Growth Optimism, Policy Support – Reuters
Shutdown Odds Spike After House GOP Refuse To Bring Chamber Into Session: Report – Zerohedge
US SEC Readies Relief for Asset Managers to Add ETFs to Mutual Funds – Reuters
Futures Jump As Meltup Returns, Gold Soars To New Record High Ahead Of Govt Shutdown – Zerohedge
France’s sovereign wealth chief has a warning for Europe: We’re being ‘doubly colonized’ – cnbc
Key Events This Week: Payrolls, JOLTS, And ISM, But US Govt Shutdown Is The Big One – Zerohedge
‘Buffett Indicator’ for stock valuation passes 200%, beyond level he once said is ‘playing with fire’ – cnbc
Trump threatens mass firings of federal workers if government shutdown isn’t averted, NBC News reports – cnbc
European stocks open higher; Lufthansa plans to cut 4,000 jobs – cnbc
Sony Financial Group shares jump 15% in trading debut as Asia markets mostly rise – cnbc