🚨 DAY 2 OF THE GOVERNMENT SHUTDOWN
Kalshi odds are spiking: markets now see it dragging nearly 13 days — up from just 9 days yesterday. Market sentiment is shifting toward a more prolonged standoff in Washington.
https://t.co/RAQd5nWARy
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SPOT GOLD FALLS NEARLY 1% TO $3,830/OZ
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LOGAN: WE NEED TO BE VERY CAUTIOUS ABOUT RATE CUTS
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FED'S LOGAN: INFLATION IS RUNNING ABOVE TARGET, TRENDING HIGHER
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WHITE HOUSE: LAYOFFS TO LIKELY BE IN THE THOUSANDS
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WHITE HOUSE: TRUMP WILL DRAW RED LINE FOR HAMAS RESPONSE TO TRUMP GAZA PLAN
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WHITE HOUSE: WILL LOOK ACROSS THE BOARD AT LAYOFFS
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CME TO OFFER AROUND-THE-CLOCK TRADING FOR CRYPTO FUTURES
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KREMLIN: IF TOMAHAWKS ARE SUPPLIED BY US TO UKRAINE THEN IT WILL MEAN A NEW SERIOUS ROUND OF TENSION
KREMLIN: IF TOMAHAWKS ARE SUPPLIED BY US TO UKRAINE THEN RUSSIA WILL HAVE TO GIVE AN ADEQUATE RESPONSE
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S&P 500 AND NASDAQ HIT INTRADAY RECORD HIGH AT OPEN
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SPOT GOLD HITS RECORD HIGH OF $3,895.23/OZ
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SUPREME COURT ALLOWS COOK TO STAY AT FED FOR NOW - SEMAFOR
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$TSLA - *TESLA 3Q DELIVERIES 497,099, EST. 439,612
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REDFIN: PENDING U.S. HOME SALES FELL 1% YEAR OVER YEAR
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KREMLIN SPOKESMAN PESKOV: WE ARE NOT CLOSER TO PEACE AFTER THE ALASKA SUMMIT
KREMLIN SAYS MAIN FACTOR COMPLICATING PEACE IS EUROPE
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LOGAN: MUST NOT EASE TOO MUCH, ONLY TO HAVE TO REVERSE COURSE
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PERPLEXITY IS MAKING ITS $200-A-MONTH BROWSER FREE FOR EVERYONE - INSIDER
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WHITE HOUSE: TRUMP WANTS TO HEAR FROM HAMAS VERY SOON
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WHITE HOUSE'S LEAVITT: WE HOPE AND EXPECT HAMAS TO APPROVE THIS PLAN
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🚨 SPEAKER JOHNSON REPEATS 'NOTHING TO NEGOTIATE' ON STOPGAP BILL
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$TSLA - MORGAN STANLEY ON TESLA: STRONG Q3 BEAT
Morgan Stanley reiterated an Overweight rating and $410 PT after Tesla’s Q3:
* Deliveries: 497K (+12% vs. 443K consensus), first y/y gain in 2025, helped by tax credit pull-forward.
* Production: 447K (–4% vs. 469K consensus).
* Energy Storage: 12.5 GWh (+14% vs. 10.9 GWh consensus).
Earnings set for Oct 22, 2025.
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KREMLIN: STATEMENTS ON DEEP STRIKES IS 'DANGEROUS SYMPTOM
KREMLIN: NO WEAPONS CAN ALTER THE COURSE OF EVENTS
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$NVDA - NVIDIA TOPS $190 FOR THE FIRST TIME
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TRUST IN MEDIA AT NEW LOW OF 28% IN U.S.
Americans’ confidence in the mass media has edged down to a new low, with just 28% expressing a “great deal” or “fair amount” of trust in newspapers, television and radio to report the news fully, accurately and fairly. This is down from 31% last year and 40% five years ago.
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$TSLA - WILLIAM BLAIR ON TESLA: RECORD DELIVERIES, STRONG ENERGY STORAGE
William Blair reiterated a Market Perform rating on Tesla after Q3 deliveries hit 497,099, a record that beat estimates by 12%. The surge was driven by demand pulled forward before U.S. EV tax credits expired.
Tesla also deployed 12.5 GWh of energy storage, near expectations, with its new Megablock system seen as an industry game-changer. Analysts view energy storage as a key growth driver, especially with rising AI-related power demand.
Valuation remains stretched at 118x 2026 EBITDA versus peers at 20–25x, with risks from Chinese competition, geopolitical exposure, and reliance on Elon Musk.
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$TSLA - TESLA 3Q OTHER MODELS DELIVERIES 15,933, EST. 17,184
TESLA 3Q OTHER MODELS PRODUCTION 11,624, -13% Q/Q
TESLA 3Q MODEL 3/Y DELIVERIES 481,166, EST. 424,828
TESLA 3Q MODEL 3/Y PRODUCTION 435,826, EST. 426,714
TESLA 3Q PRODUCTION 447,450 VEHICLES, EST. 450,313
TESLA 3Q DELIVERIES 497,099, EST. 439,612
TESLA SHARES JUMP 3.5% PREMARKET AFTER 3Q DELIVERIES BEAT
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$RIVN - RIVIAN 3Q DELIVERIES 13,201 VEHICLES, EST. 12,955
RIVIAN NOW SEES FY DELIVERIES 41,500 TO 43,500, EST. 42,730
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ERIC TRUMP SIGNS UP AS CLIENT WITH CITIGROUP
Trump's son reportedly established a trust that holds some of his father's money; the value of the fund was unclear. Citi's relationship is said to have started after CEO Jane Fraser reached out to congratulate President Trump on his election win.
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TRUMP: HAVE MEETING WITH VOUGHT TODAY
TRUMP: WILL DETERMINE WHICH DEMOCRAT AGENCIES HE RECOMMENDS CUT
TRUMP: WILL ALSO DETERMINE WHETHER OR NOT CUTS BE TEMPORARY
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