The AI buildout is still attracting enormous sums of capital, but delays, power constraints, and tighter financing conditions are starting to expose the weak points in the boom. At the same time, biotech dealmaking remains active, with major drugmakers spending heavily to strengthen pipelines and improve how treatments are delivered.
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Futures at a Glance📈
Futures are pushing higher, with tech leading as AI enthusiasm offsets pressure from higher oil and Treasury yields. Hopes for progress in U.S.-Iran talks are also helping sentiment, while traders keep an eye on durable goods and consumer confidence data.
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What to Watch
Earnings (Premarket):
· Tamboran Resources Corporation [TBN]
Earnings (Aftermarket):
· Inventiva S.A. [IVA]
Earnings (Time Not Supplied):
· NioCorp Developments Ltd. [NB]
· HomesToLife Ltd. [HTLM]
· Trio-Tech International [TRT]
· Zone Frontier Inc. [ZONE]
· Lite Strategy, Inc. [LITS]
· Celularity Inc. [CELU]
· Enlivex Ltd. [ENLV]
· Lunai Bioworks Inc. [LNAI]
Economic Reports:
· New York Fed President John Williams speech: 5:15 am
· Durable goods (August): 8:30 am
· University of Michigan final consumer sentiment (September): 10:00 am
· Cleveland Fed President Beth Hammack speech: 2:00 pm
Elite Trade Club Insider
A CEO Bought $4.6 Million While A Major Holder Sold $453 Million In Eight Days
You’re looking at one payments platform still growing revenue near 30% and one shipping company enjoying the strongest quarter in its history. Elite Trade Club Insider readers are seeing very different reactions to those results: one co-founder just put $4.61 million of fresh capital into his stock, while a major shareholder has sold roughly $453 million in little more than a week.
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Market Pulse
Global bond markets are putting fresh pressure on stocks as long-dated U.S. Treasury yields climbed to two-decade highs; Brent crude near $105 has revived inflation concerns and strengthened expectations for additional Fed rate hikes.
Wall Street slipped as oil and rates moved higher together after Middle East tensions pushed crude sharply higher and the 30-year Treasury yield reached its highest level since 2004; markets are also watching the U.S.-China summit for signs of progress on trade and technology.
AI & Infrastructure
A major OpenAI data-center project is exposing the risks behind the AI spending boom after Oracle issued a force majeure notice tied to Blue Owl’s massive New Mexico campus; power and infrastructure delays are making lenders more cautious about financing the sector’s rapid expansion.
BlackRock and IFM could be preparing one of the biggest data-center deals yet as a consortium enters exclusive talks to buy STACK Infrastructure’s Asia-Pacific portfolio for as much as $25 billion. The assets span major markets including Tokyo, Osaka, Sydney, and Melbourne.
Healthcare & Biotech
Novo Nordisk is betting on fewer injections to strengthen its obesity franchise through a deal worth up to €1.165 billion for Nanexa’s long-acting drug-delivery technology; the platform could potentially turn weekly peptide treatments into monthly or quarterly doses.
Roche’s Genentech is adding another potential cancer platform to its pipeline with a bispecific-antibody partnership with Earendil Labs worth more than $1.5 billion. Genentech is paying $55 million upfront and will handle global clinical development and commercialization.
Seven Stocks Primed (Sponsored)
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Finance & Deals
Japan’s SMBC wants a bigger piece of Vietnam’s banking market as the lender enters advanced talks to raise its VPBank stake to roughly 20% from 15%. SMBC paid $1.5 billion for its original position in 2023, although the two sides are reportedly still negotiating valuation.
The bidding war for Capricorn Energy just got more expensive after Genel Energy raised its offer to roughly $436 million and won back the target’s board support. The revised proposal tops DNO’s competing bid as both groups chase Capricorn’s Egyptian oil assets.
Capital & Industry
ADARx Pharmaceuticals upsized its IPO as biotech demand stays strong with the RNA drug developer pricing a $446.3 million Nasdaq offering at $17 per share. AbbVie has also agreed to invest up to $100 million alongside the listing, potentially lifting total proceeds above $535 million.
Welspun just landed the largest contract in its history after its U.S. unit secured a $412.5 million pipe-supply order; the deal pushes the Indian manufacturer’s global order book to a record $4.7 billion.
Movers and Shakers
Akamai Technologies [AKAM]: Premarket Move: +23%
Akamai surged after announcing an $11.6 billion, seven-year cloud agreement with Anthropic to support the AI company’s rapidly growing computing needs. The partnership could expand by another $9 billion, taking its potential value to roughly $20 billion and giving Akamai a major new growth engine for its distributed cloud infrastructure.
Atlas Energy Solutions [AESI]: Premarket Move: +9%
Atlas Energy Solutions jumped after an SEC filing detailed $613.5 million of new power-generation equipment agreements tied to a large infrastructure project. The purchases include roughly 328 megawatts of generation capacity and are backed by a reimbursement agreement with a leading AI lab, strengthening Atlas’ exposure to the fast-growing data-center power market.
Zscaler [ZS]: Premarket Move: −4%
Zscaler fell after announcing that Chief Revenue Officer Mike Rich will step down from his role on October 1, with worldwide sales chief Ross Tackett taking over. Rich will remain as a strategic advisor through year-end, but the leadership change introduced fresh uncertainty around Zscaler’s sales organization after the stock’s strong September rally.
Digital Privacy Shift (Sponsored)
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Everything Else
🦾 Real world automation is scaling faster than most portfolios reflect and a free report names seven robotics stocks across four corners of the sector with catalysts and valuations for each.
🗄️ Oracle shares fell after the company cited force majeure on a major data-center project amid concerns about delays and higher costs.
🛒 Costco reported an 11% jump in quarterly sales, while digitally enabled comparable sales rose nearly 20%.
🏈 Dick’s Sporting Goods insiders bought roughly $1.25 million of shares, led by a $1 million purchase from CFO Navdeep Gupta.
👁️ STAAR Surgical authorized a $50 million share buyback, funded with cash and free cash flow.
🏗️ Harworth Group’s board backed a sweetened 187-pence takeover offer from Peel Holdings.
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