🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $MRNA down 17% after leaked Phase 3 melanoma vaccine results showed positive but less impressive efficacy than earlier trials, triggering heavy profit-taking as investors questioned whether the data justified the stock's 500%+ rally this year. 2️⃣ $SPCX down 9% as shares reversed much of Wednesday's post-earnings rally, with selling pressure intensifying as a lockup expiration potentially released up to 1.3 billion shares for trading. 3️⃣ $META down 7% despite strong quarterly revenue as investors reacted negatively to massive AI spending commitments, negative free cash flow, and plans to issue nonvoting shares to help finance expansion. 4️⃣ $AMD down 8% amid a broad semiconductor selloff fueled by Lam Research's disappointing outlook, Tesla's reduced capital spending forecast, and growing concerns about the sustainability of AI infrastructure investment. 5️⃣ $POOL up 14% after third-quarter earnings showed 4% sales growth and resilient maintenance demand, with stronger operating cash flow helping offset continued weakness in new pool construction. 6️⃣ $LEN up 8% as homebuilder stocks rallied on falling Treasury yields, which could ease mortgage rates, while investors rotated away from struggling AI and technology stocks. 7️⃣ $LITE down 11% as optical networking and semiconductor stocks faced heavy selling pressure following Lam Research's disappointing outlook and renewed concerns about the financing and sustainability of AI infrastructure spending. 8️⃣ $MU down 6% as memory and semiconductor stocks sold off following Lam Research's underwhelming guidance, Tesla's reduced capital spending plans, and growing concerns about AI investment demand. 9️⃣ $SPOT up 11% after reporting stronger-than-expected premium subscriber growth and forecasting fourth-quarter operating income above estimates, supported by improving profitability and AI-powered personalization features. 🔟 $PANW up 2% as shares outperformed the broader technology selloff amid investor interest in its expanding AI-driven cybersecurity offerings, recent customer wins, and collaboration with Nvidia. Market News 🆕 The U.S. 10-Year Treasury yield fell below 5% amid safe-haven demand for bonds. 🆕 Brent oil rose to $113 amid Middle East tensions, as stalled negotiations and reports of incidents in key supply channels continue to disrupt energy markets. Upcoming Events 10/23/26 ➡️ S&P Global Composite PMI (Oct) ➡️ Michigan Inflation Expectations (Oct) ➡️ Earnings: $AXP, $SLB, $ALV, $BAH, $GNTX, $FLG, $FHB, $GRC *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $META up 3% after reporting Q3 revenue of $64.6 billion, beating expectations, raising its Q4 revenue outlook, and announcing a two-for-one stock split, although rising AI spending remains a concern. 2️⃣ $TSLA down 2% after Q3 revenue missed estimates and net income fell 44% year over year, despite an adjusted earnings beat and ongoing discussions about a potential SpaceX merger. 3️⃣ $SPCX up 7% after reporting 161% revenue growth, its first quarterly profit as a public company, strong Starlink and AI momentum, and confirmation that a potential Tesla merger is being explored. 4️⃣ $SMCI up 10% after raising its preliminary quarterly revenue outlook to $18.5 billion to $19.5 billion and increasing gross-margin guidance, signaling stronger AI server demand. 5️⃣ $MSTR up 7% alongside Bitcoin's rally to a two-week high, supported by its latest Bitcoin purchase, expanded preferred-share repurchase authorization, and bullish analyst commentary. 6️⃣ $T down 6% despite beating earnings expectations and raising guidance, as weaker wireless subscriber additions and growing concerns about competition from SpaceX's Starlink Mobile weighed on shares. 7️⃣ $CMG down 5% after TD Cowen downgraded the stock from Buy to Hold and lowered its price target from $44 to $32, citing disappointing October sales, weak customer traffic, and a challenging 2027 outlook. 8️⃣ $PLTR up 4% amid renewed strength in AI stocks and optimism surrounding its partnership with Knox Systems to accelerate secure government-cloud deployments. 9️⃣ $LRCX down 5% despite beating quarterly earnings and revenue estimates, as its next-quarter guidance offered limited upside relative to Wall Street expectations following a strong rally. 🔟 $BE up 7% as investors focused on rising AI data center power demand, Elon Musk's comments about electricity constraints, and a price target increase from BMO Capital. Market News 🆕 The U.S. ordered the departure of non-emergency personnel from Saudi Arabia. 🆕 Crude oil inventories fell more than expected, indicating strong demand. Upcoming Events 10/22/26 ➡️ Initial / Continuing Jobless Claims ➡️ KC Fed Manufacturing Index (Oct) ➡️ Earnings: $BE, $LMT, $MXL, $NOK, $WDC, $AAL, $HBAN, $CMCSA *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $SPCX up 7% following its third-quarter earnings report, which showed 161% year-over-year revenue growth and stronger-than-expected profits, reinforcing optimism around its expanding space and connectivity businesses. 2️⃣ $NFLX down 5% after reporting earnings, as disappointing fourth-quarter profit guidance and a reduced advertising revenue forecast overshadowed better-than-expected quarterly earnings. 3️⃣ $SMCI up 14% after raising its preliminary quarterly revenue outlook to $18.5 billion–$19.5 billion and increasing its gross margin forecast, citing accelerating demand for AI servers and infrastructure. 4️⃣ $MRNA up 6% ahead of its October 24 presentation of late-stage melanoma cancer vaccine data with Merck, as optimism around its oncology pipeline continued to attract buyers. 5️⃣ $BRZE up 51% after Salesforce announced an agreement to acquire the customer engagement software company for approximately $5.7 billion in cash, offering shareholders $47.50 per share. 6️⃣ $EFX up 11% after reporting better-than-expected quarterly earnings and highlighting accelerating adoption of VantageScore as a competing alternative to FICO in mortgage lending. 7️⃣ $GM down 6% despite beating quarterly earnings expectations, as its full-year profit outlook disappointed investors amid rising commodity costs and anticipated pressure on truck deliveries. 8️⃣ $NVDA up 2% amid renewed interest in AI infrastructure and continued demand for its computing systems following the SpaceX earnings call. 9️⃣ $NBIS up 5% in after-hours trading amid improving sentiment toward AI infrastructure following strong results and raised guidance from industry peers. 🔟 $UNH up 3% as investors rotated into healthcare and defensive stocks, helping lift the sector to record highs while technology shares remained under pressure. Market News 🆕 Anthropic revenue hits $16.3B as preliminary S-1 outlined IPO details, according to the WSJ. 🆕 Oil prices were volatile on Tuesday as contradictory reports about U.S.-Iran negotiations surfaced. Upcoming Events 10/21/26 ➡️ Crude Oil Inventories ➡️ 20-Year Bond Auction ➡️ Earnings: $TSLA, $META, $ABT, $LRCX, $T, $CACI, $PM *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $AMZN up 5% as Morgan Stanley named Amazon a top AI pick and raised its price target to $350, citing accelerating AWS growth, AI opportunities, and improving profitability. 2️⃣ $PLTR up 4% after announcing a partnership with Knox Systems to accelerate deployment of Palantir's AI software across secure U.S. government and defense cloud environments. 3️⃣ $SPCX up 1.5% after Elon Musk announced plans to distribute SpaceX shares to American children in 2027, generating fresh attention around the company's expansion and shareholder initiatives. 4️⃣ $CLF up 16% after Cleveland-Cliffs issued stronger-than-expected 2027 financial guidance, with investors also encouraged by favorable tariffs supporting domestic steel producers. 5️⃣ $DDOG up 5% after Bernstein upgraded Datadog on optimism surrounding its AI-driven growth opportunities, helping shares rebound alongside the broader technology sector. 6️⃣ $TWLO up 5% as software stocks rebounded from last week's steep selloff, with Twilio attracting renewed buying interest after declining more than 15% the previous week. 7️⃣ $IRON up 38% after Disc Medicine announced positive Phase 3 trial results for bitopertin, a treatment for a rare blood disorder, meeting all primary and secondary endpoints and supporting plans to resubmit for FDA approval. 8️⃣ $MXL up 8% as MaxLinear rallied alongside the semiconductor sector, supported by renewed interest in its AI optical connectivity and data center infrastructure products following last week's technology selloff. 9️⃣ $ALM down 10% as Almonty Industries faced continued selling pressure amid concerns about project financing, production execution, and valuation, despite holding an investor day focused on its tungsten mining operations. 🔟 $SE down 5% as Sea Limited shares weakened during the session, although there was no clear company-specific catalyst. Market News 🆕 DeepSeek and Huawei are working together on a new AI chip, according to The Information 🆕 Markets broadly rose Monday on a relief rally, but dipped into the close on a large MOC sell imbalance. Upcoming Events 10/20/26 ➡️ ADP Employment Change Weekly ➡️ API Weekly Crude Oil Stock ➡️ Earnings: $SPCX, $NFLX, $GE, $GM, $RTX, $UAL, $COF, $HAL *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

AI Selloff Deepens, Bond Yields Retreat, and Big Tech Faces an Earnings Test weeklybreakdown.substack.com…

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $META down 4% as the broader technology selloff intensified, with investors growing increasingly concerned about elevated AI infrastructure spending, rising borrowing costs, and valuations. 2️⃣ $CRWV down 12% as concerns over its massive AI infrastructure debt intensified after yields on its bonds surged above 15%, raising fears about financing costs and the sustainability of its capital-intensive business. 3️⃣ $TSLA down 2% as shares reversed an early rally following the unveiling of its redesigned Roadster with SpaceX thrusters, pressured by broader technology weakness and profit-taking ahead of earnings. 4️⃣ $MSTR down 10% as Strategy faced additional selling pressure following an MSCI proposal that could exclude certain digital-asset treasury companies from major indexes, potentially triggering institutional outflows. 5️⃣ $CRWD down 7% amid a sharp selloff across high-valuation software and cybersecurity stocks as investors reduced exposure to expensive technology names. 6️⃣ $IREN down 11% following a Gartner report warning that more than 80% of neocloud GPU providers could lose their independence by 2030, intensifying concerns over IREN's aggressive AI infrastructure spending and operational risks. 7️⃣ $NBIS down 12% as concerns over rising borrowing costs and heavy AI infrastructure debt intensified following CoreWeave's bond market turmoil and a Gartner warning that over 80% of neocloud providers could lose their independence. 8️⃣ $MU down 5% as semiconductor stocks extended their recent losses amid rising interest-rate expectations, concerns about AI capital spending, and broad weakness across the chip sector. 9️⃣ $FANG up 4% as Diamondback Energy benefited from a rally in crude oil prices driven by escalating Middle East tensions and renewed concerns about disruptions to global oil supplies. 🔟 $NOC up 4% as defense stocks rallied amid geopolitical tensions, while Morgan Stanley highlighted Northrop Grumman as a favored defense name ahead of earnings due to strong underlying demand. Market News 🆕 The Nasdaq had its worst week in nearly 18 months as AI trade came under pressure. 🆕 Bitcoin fell to $81K on Friday amid a broad-based market sell-off. Upcoming Events 10/19/26 ➡️ NAHB Housing Market Index ➡️ Earnings: $CLF, $FITB, $STLD, $KARO, $AGNC, $CCK, $RBB, $WASH, $ZION *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $TLT up 1% as long-term Treasury bonds rallied as investors sought safety amid the AI stock selloff, pushing Treasury yields lower despite hotter-than-expected inflation data. 2️⃣ $CRWV up 5% as Nvidia's CEO reportedly indicated that the company no longer required financial support from Nvidia, helping ease immediate financing concerns. 3️⃣ $MSTR up 5% amid improving sentiment toward Bitcoin-related equities following recent weakness, with the stock benefiting from renewed buying interest. 4️⃣ $EFX up 7% amid buying interest ahead of its October 20 earnings report, with investors positioning for results from its credit reporting and data services businesses. 5️⃣ $DELL down 7% after Barclays downgraded the stock over concerns about slowing AI-related revenue growth, adding to broader fears surrounding AI infrastructure spending. 6️⃣ $RKLB down 6% after announcing another delay to the inaugural launch of its Neutron rocket into 2027 due to production and testing challenges. 7️⃣ $ANET down 5% alongside AI infrastructure stocks as hotter inflation data and concerns over rising borrowing costs pressured high-valuation technology companies. 8️⃣ $MRNA up 4% as investors rotated away from AI and semiconductor stocks into healthcare and other sectors perceived as less exposed to the technology selloff. 9️⃣ $NOW up 6% as investors rotated into established enterprise software companies, supported by analyst price target increases and positive product developments. 🔟 $LLY up 3% as investors rotated into defensive healthcare stocks, supported by a Deutsche Bank upgrade, strong obesity-drug demand and encouraging pipeline developments. Market News 🆕 PPI data was higher than expectations on Thursday. 🆕 Bond yields dropped significantly this week amid a flight to safety as AI sector volatility shook markets. Upcoming Events 10/16/26 ➡️ Industrial Production (Sep) ➡️ Capacity Utilization Rate (Sep) ➡️ Earnings: $MTB, $TRV, $TFC, $RF, $CFG *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $CRWV down 15% as growing concerns over its debt-fueled AI infrastructure expansion intensified after yields on its 2032 bonds surged toward 15%, raising fears about soaring borrowing costs, financial sustainability, and a potential credit bubble across the AI sector. 2️⃣ $MU down 5% as semiconductor stocks sold off following hotter inflation data, rising Treasury yields, and renewed concerns about whether massive AI infrastructure spending will generate sufficient returns. 3️⃣ $DELL down 11% after Barclays downgraded the stock from Overweight to Equal Weight, citing stretched valuations and limited evidence of a meaningful AI-driven earnings inflection. 4️⃣ $NVDA down 3% as AI semiconductor stocks faced broad selling pressure following stronger-than-expected inflation data and growing concerns about the profitability of massive AI infrastructure investments. 5️⃣ $UNH up 4% after reporting better-than-expected third-quarter earnings and revenue, improving medical cost trends, and raising its full-year profit outlook. 6️⃣ $ORCL down 8% as rising interest rates intensified concerns about the company's debt-funded AI data center expansion, with borrowing costs and credit risk becoming increasingly important to investors. 7️⃣ $ASML down 4% despite raising its annual forecast, as mixed third-quarter results and broad weakness across semiconductor stocks overshadowed the company's improved outlook. 8️⃣ $MRNA up 4% amid continued optimism surrounding its personalized melanoma cancer vaccine program with Merck, recent Nasdaq-100 re-inclusion, and positive developments in its vaccine portfolio. 9️⃣ $SKYD down 22% as warrants issued in connection with Skydance's Warner Bros. Discovery acquisition began trading separately, creating a technical adjustment that contributed to the sharp decline. 🔟 $BAC down 4% after reporting weaker-than-expected third-quarter earnings and receiving a $1.2 billion regulatory penalty related to deficiencies in its financial crime monitoring systems. Market News 🆕 CPI data was higher than expected, coming in at 3.7% vs. 3.6% estimates. 🆕 OpenAI’s computing chief to depart the company, according to the WSJ. Upcoming Events 10/15/26 ➡️ PPI / Core PPI (Sep) ➡️ Retail Sales (Sep) ➡️ Earnings: $TSM, $CMC, $SCHW, $PNC, $BNY, $AA, $IBKR, $JBHT, $CNS *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $LQDA up 40% after reaching a $380.7 million settlement with United Therapeutics, resolving six lawsuits and protecting continued access to its YUTREPIA treatment. 2️⃣ $SPCX down 4% as investors grew concerned about its proposed $40 billion debt financing for AI infrastructure and questioned the potential returns from its aggressive expansion into wireless services. 3️⃣ $PSX up 4% alongside other refiners as elevated refining margins, strong fuel demand, and expectations for robust earnings supported energy stocks. 4️⃣ $META up 3% following a new product announcement, with continued enthusiasm surrounding its AI developments helping shares outperform the broader technology sector. 5️⃣ $AMAT down 6% amid a broader semiconductor selloff driven by concerns about China's advancing chip technology, weakening AI infrastructure sentiment, and pressure on memory-related stocks. 6️⃣ $C down 5% despite beating quarterly earnings expectations as investors focused on weaker-than-expected net interest income and mixed results across major banks. 7️⃣ $ORCL up 4% after announcing a proposed electricity agreement with El Paso Electric for its Project Jupiter AI data center and collaborating with Microsoft and Marvell on new server security standards. 8️⃣ $JNJ down 5% after its quarterly results revealed disappointing medical device sales, with weakness in international markets overshadowing stronger pharmaceutical performance and raised guidance. 9️⃣ $KKR down 4% as Rothschild & Co Redburn lowered its price target from $138 to $129, adding pressure amid broader weakness in alternative asset managers. 🔟 $MU down 4% following reports that Chinese memory manufacturer CXMT achieved a significant chip production breakthrough, raising concerns about increasing competition and future pricing pressure in the memory industry. Market News 🆕 U.S. equity markets traded below average volume ahead of CPI data on Wednesday. 🆕 OpenAI found a hidden recording device in the office, and an employee has been arrested. Upcoming Events 10/14/26 ➡️ CPI / Core CPI (Sep) ➡️ FOMC Member Barkin Speaks ➡️ Earnings: $ASML, $BAC, $MS, $BLK, $PGR, $STT, $FAST, $SOTK, $EQBK, $HOMB *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $META up 3% as investors grew more optimistic about Meta's Muse AI models, their competitive potential, and opportunities to monetize AI across its advertising and consumer platforms. 2️⃣ $LITE down 9% on profit-taking following its massive rally to record highs, with investors selling around its anticipated optical connectivity demonstration at the OCP Global Summit and digesting recent insider sales. 3️⃣ $SHOP up 4% as investors focused on its potential to benefit from AI-powered shopping agents and the growing adoption of agentic commerce, supported by favorable analyst commentary. 4️⃣ $SNDK down 5% alongside other memory stocks amid concerns about increasing Chinese competition, with profit-taking adding pressure following the sector's substantial rally. 5️⃣ $MRNA down 5% as traders took profits following its recent surge driven by optimism surrounding personalized cancer vaccines and its expected inclusion in the Nasdaq-100. 6️⃣ $BE down 6% amid broader selling pressure in high-growth AI infrastructure stocks, although a definitive company-specific catalyst has not yet been confirmed. 7️⃣ $CBRS down 10% amid concerns that OpenAI's latest high-speed inference offering relies on Nvidia hardware rather than Cerebras chips, compounded by an approaching lockup expiration that could release approximately 19.4 million shares for sale. 8️⃣ $CRM up 2% after Bank of America double-upgraded the stock from Underperform to Buy with a $285 price target, citing improving AI monetization and the potential of its Agentforce ecosystem. 9️⃣ $MOH up 4% as buying interest returned to managed-care stocks, although no definitive company-specific news catalyst was identified for today's move. 🔟 $FICO up 10% following its recent collapse, with investors responding positively to its plan to cut approximately 15% of its workforce and integrate AI to improve efficiency despite growing competition from VantageScore. Market News 🆕 Oil prices rose slightly as strikes on ships in the Middle East raised concerns about ongoing supply disruptions in the energy markets. 🆕 U.S. bond markets were closed on Monday. Upcoming Events 10/13/26 ➡️ ADP Employment Change Weekly ➡️ Existing Home Sales (Sep) ➡️ Earnings: $UNH, $AZZ, $JPM, $GS, $JNJ, $C, $ACI, $FBK *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

SpaceX Rattles Carriers, Webull Faces Congress, and Brazil Stocks Soar weeklybreakdown.substack.com…

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $ORCL down 5% after reports showed OpenAI's annualized revenue was roughly $20 billion below previously reported estimates, while concerns over massive AI infrastructure financing and natural gas pipeline delays at its Project Jupiter data center added selling pressure. 2️⃣ $CMG up 6% following reports that Starbucks had explored a potential acquisition of the restaurant chain, fueling takeover speculation. 3️⃣ $ALAB down 9% alongside AI connectivity and semiconductor stocks as investors reduced exposure to high-valuation AI infrastructure names amid concerns about spending and financing. 4️⃣ $CRWV down 7% after recently announcing plans to raise $3 billion through convertible debt and sell up to 35 million shares, intensifying concerns about dilution, leverage, and financing risks. 5️⃣ $SPCX down 4% amid concerns over recent plans to raise approximately $40 billion for Nvidia AI chips, alongside fresh uncertainty surrounding Starlink's expansion into India. 6️⃣ $GDDY up 6% on reports of a potential takeover approach from Gen Digital, with positive analyst commentary adding to the buying interest. 7️⃣ $CSGP up 8% following positive commentary from Baillie Gifford highlighting its long-term recovery potential after a nearly 60% year-to-date decline, although no definitive catalyst for the full move was confirmed. 8️⃣ $MU down 4% alongside the semiconductor sector as concerns over AI financing and rising yields triggered profit-taking following its recent rally and analyst price-target upgrades. 9️⃣ $PLTR up 2% after Goldman Sachs upgraded the stock from Neutral to Buy, reinforcing optimism about its AI-driven growth prospects. 🔟 $TLT up 1% as yields reversed sharply lower following a strong 30-year Treasury auction, supporting a rebound in bond prices. Market News 🆕 OpenAI's annualized revenue figure was reported to be $50B, far below previous estimates of $70B, according to the Financial Times. 🆕 Oil pared gains after Trump stated the US will not attack Iran before the U.S. midterm elections. Upcoming Events 10/9/26 ➡️ Michigan Inflation Expectations (Oct) ➡️ Michigan Consumer Sentiment (Oct) ➡️ Earnings: $DAL, $HOVR *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $BULL down 19% after a congressional committee raised national security concerns about the brokerage's ties to China, including its technology infrastructure and potential access to U.S. customer data, allegations the company disputes. 2️⃣ $MSTR down 6% alongside Bitcoin as weakness in cryptocurrency prices pressured crypto-related equities, with the company's leveraged exposure to Bitcoin amplifying the selling. 3️⃣ $CAT down 5% following reports of an FTC investigation affecting heavy equipment manufacturers, including Caterpillar and Deere, creating fresh regulatory uncertainty. 4️⃣ $SKYD down 7% following its $110 billion merger with Warner Bros. Discovery as investors weighed the combined company's roughly $80 billion debt burden and Barclays lowered its price target from $8 to $7. 5️⃣ $NBIS down 5% as investors took profits following Tuesday's roughly 7% rally, while elevated Treasury yields and broader selling in AI infrastructure stocks added pressure. 6️⃣ $MU up 4% after bullish analyst commentary supported the memory chipmaker's outlook despite reports of potential labor disruptions in Taiwan. 7️⃣ $IREN down 6% as Bitcoin weakness and rising Treasury yields pressured cryptocurrency mining and AI infrastructure stocks amid broader risk aversion. 8️⃣ $NRG up 4% alongside independent power producers as investors favored companies positioned to supply electricity for rapidly expanding AI data centers. 9️⃣ $QXO down 6% after RBC Capital Markets slashed its price target from $27 to $18, citing weak residential roofing demand, elevated distributor inventories, and continued housing market softness. 🔟 $CRCL down 4% alongside other cryptocurrency-related stocks as Bitcoin fell toward $83,600 and rising Treasury yields pressured investor appetite for digital assets. Market News 🆕 Fed minutes showed most policymakers see another rate hike by year-end. 🆕 The U.S. Treasury is said to buy back up to $6B in longer-dated debt on Thursday. Upcoming Events 10/8/26 ➡️ Initial / Continuing Jobless Claims ➡️ 30-Year Bond Auction ➡️ Earnings: $PEP, $TLRY, $BYRN, $NG, $HELE, $ANGO *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

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🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $CEG up 12% after Google signed a massive long-term power agreement covering 3,590 MW, including a 20-year deal for 890 MW of new nuclear capacity, reinforcing the AI-driven nuclear power demand theme. 2️⃣ $NBIS up 7% as investors continued to react positively to its Inferize acquisition, which strengthens its AI inference platform and aims to improve GPU utilization and economics as AI infrastructure demand remains strong. 3️⃣ $MRNA down 7% on profit-taking after its enormous 2026 rally, with bearish sentiment from Citi's recent Sell downgrade and $80 price target adding pressure as investors questioned the valuation near $200. 4️⃣ $WDC down 6% as reports that Toshiba and Seagate are competing to acquire TDK's magnetic-head business, combined with Toshiba's plans to double data-center HDD capacity, intensified fears of greater competition and future supply. 5️⃣ $CIEN up 13% as bullish commentary at Marvell's Investor Day dramatically strengthened expectations for AI networking and optical interconnect demand, with Marvell projecting rapid growth in the interconnect market through 2030. 6️⃣ $ALAB up 7% with the broader AI infrastructure trade as investors looked ahead to the company's Scorpio fabric-switch revenue ramp, expanding memory-connectivity portfolio and upcoming OCP demonstrations. 7️⃣ $CSCO up 4% as Marvell's aggressive long-term AI growth targets fueled a broader rally across AI networking and data-center infrastructure stocks, strengthening expectations for continued networking spending. 8️⃣ $OPCH up 32% after McKesson and Clayton, Dubilier & Rice agreed to acquire the company for $32.05 per share in a roughly $5.8 billion transaction, representing about a 37% premium to Monday's close. 9️⃣ $AAOI up 7% after announcing it had completed its $600 million at-the-market equity offering, removing a significant stock-supply overhang while leaving the company better funded for growth. 🔟 $ZIM up 5% after raising its full-year 2026 guidance, with the midpoint of its updated outlook representing roughly a 30% increase in adjusted EBITDA and 72% increase in adjusted EBIT versus its previous forecast. Market News 🆕 Trump is reportedly considering a national gas tax suspension. 🆕 Fed’s Schmid stated more rate hikes are needed despite higher yields. Upcoming Events 10/7/26 ➡️ 10-Year Note Auction ➡️ FOMC Meeting Minutes ➡️ Earnings: $APLD, $LEVI, $RELL, $RGP *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $MELI up 9% alongside Brazilian assets after Flávio Bolsonaro unexpectedly led the first round of Brazil’s presidential election, with investors betting the result could lead to a more business-friendly and fiscally conservative government. 2️⃣ $SPCX up 7% after Morgan Stanley reiterated its Overweight rating and $300 price target, while enthusiasm around Starship progress and the company’s growing AI and compute ambitions added to the move. 3️⃣ $MRNA up 6% as investors positioned for the stock’s return to the Nasdaq-100 while anticipation continued to build ahead of detailed Phase 3 melanoma vaccine data from its cancer-vaccine partnership with Merck. 4️⃣ $CHRW down 10% after announcing a $5.8 billion cash-and-stock acquisition of RXO, with investors reacting negatively to the deal’s cost, financing and shareholder dilution despite projected synergies. 5️⃣ $CMG down 4% as food-safety concerns resurfaced around a multistate Salmonella outbreak linked to jalapeño peppers served at its restaurants, despite the outbreak officially being declared over on October 2. 6️⃣ $NBIS down 4% amid renewed scrutiny of its valuation and customer concentration, with reports highlighting that a large portion of its roughly $40 billion in customer commitments comes from just two major customers. 7️⃣ $PTC up 33% after Schneider Electric agreed to acquire the industrial software company for $205 per share in cash, valuing PTC’s equity at roughly $22.6 billion. 8️⃣ $NU up 13% after Flávio Bolsonaro’s stronger-than-expected election performance fueled hopes for tighter fiscal policy, tax cuts and a more pro-business economic agenda. 9️⃣ $PBR up 11% as Brazilian equities staged their biggest rally in years following Bolsonaro’s election surprise, with optimism over a potentially more market-friendly government lifting state-linked companies in particular. 🔟 $NVDA up 2% as Foxconn reported a stronger-than-expected 47% jump in Q3 revenue driven by AI demand, while Morgan Stanley also said Nvidia is relatively insulated from the data-center power constraints affecting parts of the AI supply chain. Market News 🆕 Shares of Brazilian companies rallied after the first round of election results. 🆕 OPEC held output targets steady as the Middle East conflict continued to cause tight supply. Upcoming Events 10/6/26 ➡️ ADP Employment Change Weekly ➡️ 3-Year Note Auction ➡️ Earnings: $APOG, $RPM, $LW, $PENG, $STZ, $WS, $NEOG, $SAR *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.