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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ADOBE ANALYTICS: EXPECTS US ONLINE SALES TO HIT $253.4 BLN THIS HOLIDAY SEASON (NOV 1 -DEC 31), UP 5.3% YOY
ADOBE ANALYTICS: EXPECTS CYBER MONDAY SALES $14.2 BLN, UP 6.3% YOY
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$NVDA - KEYBANC SEES MORE UPSIDE FOR NVIDIA ON STRONG AI DEMAND
KeyBanc’s John Vinh reiterated an Overweight rating and $250 price target on NVIDIA, expecting stronger results and guidance driven by robust hyperscaler demand and the GB200/300 ramp.
The firm sees rack shipments rising and China sales resuming, boosting near-term numbers. For FY26, NVIDIA is on track to ship 50K+ racks and expand specs for its next-gen VR200 NVL144.
Investor focus: 2026 outlook, Blackwell Ultra ramp, Rubin timeline, and China updates.
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CAN ANYTHING STOP GOLD’S RALLY?
Bank of America warns gold’s surge may cool as it nears $4,000/oz. The metal has risen seven weeks straight, a streak that has always led to short-term pullbacks since 1983.
Gold now trades well above key moving averages, and momentum indicators show overbought, bearish signals. BofA says a pause or pullback is likely before any next leg higher — possibly toward $5,000.
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*AMD SHARES JUMP 16% ON CHIP DEAL WITH OPENAI
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*OPENAI SIGNS AMD CHIPS DEAL WORTH TENS OF BILLIONS OF DOLLARS
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INDIRECT TALKS BETWEEN ISRAELI-PALESTINIAN NEGOTIATORS ON GAZA BEGIN IN EGYPT - EGYPTIAN STATE-AFFILIATED AL QAHERA NEWS TV
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TRUMP CONGRATULATES FIRST FEMALE PRIME MINISTER OF JAPAN
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CRYPTO STOCKS RISE AS BITCOIN HOVERS NEAR ALL-TIME HIGH
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MISSING SEPTEMBER DATA SEEN AS BENIGN
Goldman Sachs economists say the delayed September jobs and inflation reports, postponed by the government shutdown, likely hold no surprises. They estimate the economy added ~80,000 jobs and CPI rose 0.26% in September, a slowdown from August’s 0.35%, suggesting a modest labor and inflation rebound.
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$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 $600 PER SHARE.
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$AMD - AMD CEO SAYS EXPECT DEAL WITH OPENAI TO BE HIGHLY ACCRETIVE TO REVENUE GROWTH AND EARNINGS- CONF CALL
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TRUMP: STOCK MARKETS CONTINUALLY HIT RECORD HIGHS
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YARDENI LIFTS S&P 500 TARGET TO 7,000 ON ECONOMIC STRENGTH
Yardeni Research raised its year-end S&P 500 target to 7,000, citing a resilient U.S. economy and improved sentiment after Trump’s trade resolution.
The firm said the V-shaped rebound since April reflects reduced recession risks and described the market as a “slow-motion melt-up” supported by Fed rate cuts.
Yardeni lifted the odds of a melt-up to 30% and expects another strong Q3 earnings season, projecting 10.7% EPS growth versus analysts’ 6.4%. Forward earnings hit a record high, with the P/E at 22.7.
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UKRAINE, US PREPARE DEAL TO SHARE DRONE TECH FOR ARMS: SEMAFOR
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AMD TO SUPPLY OPENAI WITH HUNDREDS OF THOUSANDS OF AI CHIPS IN FOUR-YEAR DEAL
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NIKKEI HITS RECORD AS YEN FALLS AFTER TAKAICHI’S VICTORY
Japan’s Nikkei 225 surged past 47,000 for the first time Monday, while the yen weakened after the ruling Liberal Democratic Party elected Sanae Takaichi as leader. The 64-year-old conservative, poised to become Japan’s first female prime minister, supports expansionary policies and is expected to urge the Bank of Japan to maintain low interest rates.
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