*TRUMP: ALL MEDIUM AND HEAVY DUTY TRUCKS WILL BE TARIFFED AT 25%
*TRUMP: TRUCK TARIFFS TO BEGIN NOV 1ST, 2025
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WHITE HOUSE: HUNDREDS OF THOUSANDS OF FEDERAL WORKERS HAVE BEEN FURLOUGHED
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WHITE HOUSE: TRUMP READY TO SIGN BILL TO REOPEN GOVERNMENT AS SOON AS ITS SENT TO HIS DESK
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WHITE HOUSE: IF THE DEMOCRATS DO NOT OPEN GOVT TONIGHT, WORKERS WILL NOT GET THEIR NEXT PAYCHECKS
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WHITE HOUSE: TRUMP TO HOST CARNEY ON TUESDAY
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NASDAQ HITS INTRADAY RECORD HIGH, LAST UP 0.7%
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INDIRECT TALKS BETWEEN ISRAELI-PALESTINIAN NEGOTIATORS ON GAZA BEGIN IN EGYPT - EGYPTIAN STATE-AFFILIATED AL QAHERA NEWS TV
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TRUMP CONGRATULATES FIRST FEMALE PRIME MINISTER OF JAPAN
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CRYPTO STOCKS RISE AS BITCOIN HOVERS NEAR ALL-TIME HIGH
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MISSING SEPTEMBER DATA SEEN AS BENIGN
Goldman Sachs economists say the delayed September jobs and inflation reports, postponed by the government shutdown, likely hold no surprises. They estimate the economy added ~80,000 jobs and CPI rose 0.26% in September, a slowdown from August’s 0.35%, suggesting a modest labor and inflation rebound.
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$TSLA - TESLA SHARES UP 2.7% AFTER CO TEASES TUESDAY EVENT
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🚨 MARKETS NOW PRICE IN A 3-WEEK GOVERNMENT SHUTDOWN
Kalshi traders are betting on 21 days as D.C. talks stall, with over $2.5M wagered. Goldman Sachs economists note the shutdown, which began Oct. 1, has at least an 85% chance of lasting 10+ days. Momentum to reopen may build around the Oct. 15 military pay date, after which agencies will begin clearing the backlog of delayed economic data.
https://t.co/RAQd5nWARy
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PAUL TUDOR JONES SEES ‘MASSIVE RALLY’ BEFORE BULL MARKET PEAKS
Paul Tudor Jones told CNBC that stocks could surge sharply before a “blow-off” top, comparing today’s setup to 1999’s tech bubble.
He cited an unprecedented mix of a 6% U.S. deficit and a Fed easing cycle, unlike 1999’s surplus and rate hikes. Jones warned that while the next year could bring big gains, the eventual market peak could be sudden and steep.
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EVERCORE: S&P 500 COULD HIT 9,000 BY 2026 IN ‘BUBBLE’ SCENARIO
Evercore ISI’s Julian Emanuel says the S&P 500 could reach 9,000 by 2026 under a bubble scenario, up from the firm’s base target of 7,750. The probability of such a scenario has been raised to 30%, supported by signs of capital markets acceleration after a major leveraged buyout.
Emanuel likened today’s environment to past buyout booms, which fueled rallies but also added short-term volatility.
He continues to favor AI-related sectors and sees health care as an underowned tactical opportunity amid easing policy and tariff concerns.
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$AMD - AMD CEO SAYS UNDER OPENAI DEAL TO TAKE STAKE IN AMD ALSO DIRECTLY TIED TO INCREASING AMD STOCK PRICE MILESTONES, WITH THE FINAL TRANCHE VESTING AT A PRICE OF $600 PER SHARE.
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WHITE HOUSE: TARIFF REBATES AN IDEA DISCUSSED, NO DECISION MADE
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BITCOIN RISES TO RECORD HIGH OF $125,800
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WHITE HOUSE: DEMOCRATS CONTINUE TO PLAY POLITICAL GAMES
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WHITE HOUSE: TRUMP TO HOLD THURSDAY CABINET MEETING
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CHATGPT NOW HAS 800M WEEKLY USERS: ALTMAN
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FRANCE'S MACRON HAS ASKED OUTGOING PM LECORNU TO HOLD FINAL TALKS WITH POLITICAL PARTIES TO STABILIZE COUNTRY -ELYSEE
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JOHNSON: NOTHING TO NEGOTIATE ON STOPGAP BILL
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VIDEOCONFERENCE BETWEEN LULA, TRUMP TAKING PLACE AT THIS MOMENT - LOCAL MEDIA REPORT
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$AMD - BARCLAYS RAISES AMD PRICE TARGET TO $300 FROM $200
Barclays analyst Tom O'Malley raised AMD’s price target to $300 from $200, keeping an Overweight rating. He said the OpenAI deal, including warrants tied to stock milestones, could add ~$4.5B per quarter by 2026, potentially boosting EPS by ~$3 per quarter. Deployment of 6GWs through 2030 may generate ~$18B annually, with the first GW expected in 2H 2026, adding ~$15B in revenue next year.
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$AMD - *AMD SOARS 38% ON OPENAI DEAL, ADDING $101 BILLION IN VALUE
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U.S. SUPREME COURT DECLINES TO HEAR APPEAL BY JEFFREY EPSTEIN ASSOCIATE GHISLAINE MAXWELL OF HER CRIMINAL CONVICTION IN SEX TRAFFICKING CASE
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$NVDA - GOLDMAN SACHS RAISES NVIDIA PRICE TARGET TO $210
Goldman Sachs lifted Nvidia’s 12-month target to $210, keeping a Buy rating, citing stronger earnings and strategic AI investments, including its OpenAI partnership. While some “circular revenue” from equity deals could affect multiples, the bank sees these moves as boosting Nvidia’s ecosystem and signaling confidence in AI growth. Circular revenue is expected to remain under 15% of 2027 revenue, leaving strong growth potential from core and new customers.
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PAUL TUDOR JONES SAYS MARKETS FELL EXACTLY LIKE 1999
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BESSENT TO REMAIN AS IRS COMMISSIONER AFTER FILLING ROLE ON TEMPORARY BASIS
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U.S. INFLATION WORRIES HIT LOWEST SINCE EARLY 2022 — MORGAN STANLEY
Consumer concerns about inflation have fallen to a nearly three-year low, Morgan Stanley’s latest survey shows. 56% of respondents cited inflation as their top worry, down from 60% in August and 63% a year ago.
While sentiment toward the economy and household finances improved, the bank warned that tariff-related price pressures could still emerge as companies flex pricing power.
Confidence rose, with 36% expecting the economy to improve, up from 33% last month.
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