• Market recap: Futures are climbing after the Nasdaq hit a record, with S&P 500 futures up 0.25%. Nvidia (NVDA), Tesla (TSLA), Meta (META), and Microsoft (MSFT) helped drive Monday’s tech rally. Source: CNBC.
• Nvidia nears $6T value: Nvidia (NVDA) is nearing a $6T market cap after hitting a record high, backed by AI growth, a $150B buyback, and a low valuation. FY2027 revenue is expected to surge 90%. Source: Bloomberg.
• Paramount-WBD merger closes: Paramount Skydance (PSKY) is completing its $110B acquisition of Warner Bros. Discovery (WBD) today after clearing antitrust challenges. The combined media giant will be renamed Skydance and trade as SKYD. Source: CNBC.
• AstraZeneca backs Summit cancer drug: AstraZeneca (AZN) invested $2B for a roughly 12% stake in Summit Therapeutics (SMMT) and will test ivonescimab in cancer drug combinations after it outperformed Merck’s (MRK) Keytruda in a lung cancer trial. Source: CNBC.
• KKR buys Gen II for $5B: KKR (KKR) agreed to acquire private-capital fund administrator Gen II in a deal valued at roughly $5B including debt, expanding its financial-services portfolio and exposure to growing fund outsourcing. Source: WSJ.
• Disney challenges FCC license review: Disney (DIS) is asking a federal court to halt the FCC’s early review of eight ABC station licenses, calling it a First Amendment violation. Source: NY Times.
• Oracle breach hits 20M: Oracle (ORCL) disclosed that a 2025 cyberattack on its healthcare unit compromised the personal data of nearly 20M people, including Social Security numbers and medical records. The FBI investigated related ransom attempts. Source: Bloomberg.
• GM plans U.S. hybrid expansion: General Motors (GM) plans to add hybrids to its U.S. lineup as EV demand weakens and gas prices rise. U.S. hybrid sales jumped 23% YoY in Q2 to a record 16.3% market share, versus 5.8% for EVs. Source: CNBC. 
• C.H. Robinson buys RXO: C.H. Robinson (CHRW) agreed to buy RXO (RXO) for $5.8B in cash and stock, targeting $300M in annual savings and creating a logistics company valued at more than $25B. Source: WSJ.
• UK probes Meta: UK regulator Ofcom is investigating whether Meta (META) properly assessed illegal-content and child-safety risks before launching Instagram Instants in May. Source: Reuters.
• Lucid deliveries fall 6.7%: Lucid Group (LCID) reported Q3 deliveries fell 6.7% to 3,806 vehicles as it cut production to align with weaker demand. Shares have fallen more than 60% this year. Source: CNBC.
• Wall Street profits head for record: New York trading and investment-banking firms are on pace for record 2026 profits above $90B, up from $65.1B in 2025. Strong trading and dealmaking are also expected to drive record bonuses. Source: Bloomberg.

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• AMD sees AI chip demand surging: Advanced Micro Devices (AMD) CEO Lisa Su said chip demand is exceeding supply and should remain very high for years. AMD plans to boost supply substantially in 2027 and invest more than $10B in Taiwan. Source: Bloomberg.
• AI infrastructure demand on the rise: Nokia (NOK) CEO Justin Hotard said customers could build data centers twice as fast without chip and energy constraints, signaling strong AI infrastructure demand. Nokia shares have risen about 130% over the past year. Source: CNBC.
• McDonald’s faces AI pricing lawsuit: McDonald’s (MCD) faces a proposed class action alleging it used AI and nonpublic data to coordinate menu prices across nearly 14,000 U.S. restaurants. Source: Reuters.
• Anthropic pushes ahead with IPO: Anthropic is reportedly moving toward a November IPO. The Claude maker could raise up to $100B at a roughly $2T valuation — potentially the largest IPO ever. Source: CNN. 
• OpenAI seeks $30B: OpenAI is in talks to raise at least $30B at a $1.4T valuation, with UAE funds considering up to $10B and BlackRock (BLK) also in discussions. Source: Bloomberg.
• DeepSeek raises $12B: DeepSeek is nearing at least $12B in funding, backed by Tencent (HKG:70070) and CATL (SHE:300750), with the total potentially reaching $15B. Source: Bloomberg.

• Euro-zone retail sales edge higher: Euro-zone retail sales rose 0.1% in August, below the 0.3% forecast. Fuel sales dropped 1.9% as oil prices climbed. Overall sales were up 0.8% YoY. Source: WSJ.
• Hormuz crude flows recover: Crude shipments through the Strait of Hormuz have recovered to 76% of prewar levels, but diesel remains scarce as damaged Middle East refineries constrain supply. U.S. diesel recently hit a record $6.53 a gallon. Source: WSJ.
• Trump eases diesel tax rules: President Trump is allowing tax-free dyed diesel in road vehicles through year-end as nationwide diesel prices exceed $6.30 a gallon. The measure could save users 24.4 cents a gallon but may offer limited relief from high fuel costs. Source: NY Times.
• World Bank lifts Asia growth outlook: The World Bank raised its 2026 East Asia-Pacific growth forecast to 4.5% as AI-related goods drive exports. It warned a pullback in AI spending could hit the region hard, with $800B of planned AI capex relying on private credit. Source: CNBC.

• Supreme Court weighs climate lawsuits: The U.S. Supreme Court is weighing whether local governments can pursue climate-damage lawsuits against oil companies, including Exxon Mobil (XOM). Source: AP. 
• Yemen forces claim Red Sea strait: Saudi-backed Yemeni forces say they secured the Bab al-Mandab Strait in an offensive against the Houthis, though the group disputes the claim. Source: BBC.
• French student protests intensify: Student protests over underfunded schools are spreading across France, with a union saying 1,800 high schools and 90% of universities are blockaded or closed. More than 5,000 people have been arrested in the past week. Source: BBC. 
• Bolsonaro allies surge in Brazil: Jair Bolsonaro’s family and Liberal Party scored major election gains, with son Flavio leading President Lula 47%-45% and advancing to an Oct. 25 runoff. Source: Reuters.
• Kenya confirms first Ebola death: Kenya confirmed its first Ebola case after a citizen infected with the Bundibugyo strain died in Nairobi. Authorities are tracing dozens of contacts as the DR Congo outbreak has killed more than 4,000 people this year. Source: BBC.

• 8:15 AM: ADP Employment Change Weekly
• 8:30 AM: Balance of Trade
• 8:30 AM: Imports and Exports
• 4:30 PM: API Crude Oil Stock Change
• Wednesday: FOMC Minutes
• Friday: Michigan Consumer Sentiment Prelim.

RPM International (RPM) has released its quarterly earnings.

• Revenue of $2.22B (+4.87% YoY) misses by $6.06M.
• EPS of $1.98 (+5.32% YoY) beats by $0.03.
• Financials · As Reported · Metrics · Press Release

Constellation Brands (STZ) will report today after close.

• Analysts estimate revenue of $2.55B (+2.59% YoY).
• EPS is estimated to be $3.56 (-1.93% YoY).
• Financials · As Reported · Metrics

Levi Strauss & Co. (LEVI) will report tomorrow after market close.

• Analysts estimate revenue of $1.62B (+4.66% YoY).
• EPS is estimated to be $0.36 (+5.88% YoY).
• Financials · As Reported · Metrics

Applied Digital (APLD) will report tomorrow after market close.

• Analysts estimate revenue of $126.47M (+96.95% YoY).
• EPS is estimated to be -$0.29.
• Financials · As Reported · Metrics

PepsiCo (PEP) will report Thursday.

• Analysts estimate revenue of $24.95B (+4.24% YoY).
• EPS is estimated to be $2.30 (+0.44% YoY).
• Financials · As Reported · Metrics

Delta Air Lines (DAL) will report Friday.

• Analysts estimate revenue of $18.60B (+11.58% YoY).
• EPS is estimated to be $1.89 (+10.53% YoY).
• Financials · As Reported · Metrics

• There are no IPOs expected this week. To see all upcoming IPOs, check out our IPO calendar.