AI infrastructure spending is still accelerating into the fourth quarter, with billions flowing into chips, cloud capacity, and new data centers. At the same time, healthcare dealmaking remains aggressive, while strong IPO debuts show investors are still willing to back compelling growth stories.
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Futures at a Glance📈
U.S. futures are slightly higher to start October, with tech getting a lift from strong Micron results while rising Treasury yields and firm oil prices keep pressure on the broader market. Traders are also watching fresh manufacturing data and Fed commentary for clues on the next rate move.
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What to Watch
Earnings (Premarket):
· Accenture plc [ACN]
· McCormick & Company, Incorporated [MKC]
· McCormick & Company, Incorporated [MKC.V]
· Acuity Inc. [AYI]
Earnings (Aftermarket):
· Nike, Inc. [NKE]
Economic Reports:
· Weekly jobless claims: 8:30 am
· U.S. manufacturing PMI (September): 9:45 am
· ISM manufacturing PMI (September): 10:00 am
· Construction spending (August): 10:00 am
· Fed Governor Christopher Waller speech: 10:00 am
· Fed Vice Chair Philip Jefferson speech: 1:30 pm
· Fed Vice Chair Michelle Bowman event: 3:00 pm
· Fed Governor Lisa Cook speech: 3:30 pm
· Dallas Fed President Lorie Logan speech: 7:20 pm
Market Pulse
Asian tech stocks surged after Micron reported $32 billion in long-term supply commitments, reinforcing strong AI memory demand even as Treasury yields remained near two-decade highs globally.
European stocks fell 1% as global bond yields stayed elevated, while oil slipped below $100 and banks led declines at the start of the fourth quarter.
AI & Infrastructure
Tencent reportedly agreed to a $7 billion Oracle cloud deal to lease roughly 100,000 advanced AI chips across Southeast Asian data centers over five years.
JERA, Dell, and RHAELM are planning a $15 billion Japanese AI data center with 400 megawatts of capacity in Chiba and phased operations beginning in 2028.
Healthcare & Biotech
Sanofi is expanding its Regeneron partnership in a deal worth up to $8 billion to develop four new inflammation drugs as Dupixent approaches patent expiration.
Eli Lilly’s experimental obesity combination outperformed Zepbound after patients lost an average 23.3% of body weight versus 14.8% for Zepbound in a mid-stage trial.
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*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.
Finance & Deals
Paramount received court approval for its $110 billion Warner Bros. acquisition after reaching a settlement with 12 states that includes production and theatrical-release commitments.
CaixaBank is evaluating a potential acquisition of BNP Paribas’ Cetelem business after hiring Morgan Stanley to assess the deal across Spain and Portugal.
Capital & IPOs
Moneyview surged as much as 76% in its Indian trading debut after raising $114 million in its IPO, pushing the fintech’s valuation above $1 billion.
GCash owner Mynt reportedly priced its Philippine IPO to raise about $845 million, with total proceeds potentially approaching $1 billion if it exercises its overallotment option.
A stock gaps up 8% pre-market on an earnings beat. Buy immediately, or wait for the 9:30 open?
Movers and Shakers
Monte Rosa Therapeutics [GLUE]: Premarket Move: +20%
Monte Rosa surged ahead of today’s release of expanded Phase 1 data for its experimental cardiovascular drug MRT-8102. The GFORCE-1 update will include safety and activity results across multiple dose levels after four weeks of treatment, with traders looking for further evidence that the molecular glue degrader can reduce several drivers of atherosclerotic cardiovascular disease.
Vicor [VICR]: Premarket Move: +11%
Vicor jumped after raising its third-quarter sequential revenue growth outlook from more than 20% to more than 30%. Management credited higher royalties from its first non-exclusive Vertical Power Delivery license, adding another boost to a stock benefiting from surging demand for high-density power systems used in AI computing.
Alvotech [ALVO]: Premarket Move: −5%
Alvotech pulled back as traders took profits following its recent rally while attention shifts toward upcoming FDA decisions on two important biosimilar applications. The company resubmitted applications for AVT05 and AVT06 earlier this year, with regulatory decisions expected in the fourth quarter, leaving the stock increasingly sensitive to positioning ahead of those catalysts.
Dollar Power Fades (Sponsored)
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*This content is for educational purposes only. The opinions expressed are from DM Intelligence LLC, doing business as Decentralized Masters, who are not licensed financial advisors or registered investment advisors. The reader acknowledges that DM Intelligence LLC is not responsible for any losses, direct or indirect, resulting from the use of this information, including errors, omissions, or inaccuracies.
*Results are not typical and will vary. Success with digital currencies requires time, effort, and involves substantial risk including total loss of investment. Past performance does not indicate future results. All investments are at your own risk.
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Everything Else
🚀 The Mag 7 are maturing and smart capital is already moving toward seven stocks quietly building the cash flows and market share to lead what comes next
🧠 Synopsys jumped after partnering with OpenAI on a new chip-design AI model, while also raising its 2027 revenue growth forecast.
🎬 Paramount won court approval to close its $110 billion Warner Bros. deal, clearing one of the merger’s final major hurdles.
🧸 Mattel shares fell after CEO Ynon Kreiz left to become co-CEO of Paramount, with Roger Lynch taking over the toy maker.
🖥️ Jabil beat quarterly estimates and issued strong 2027 guidance, fueled by rapid growth in AI infrastructure.
☁️ Oracle reportedly agreed to lease roughly 100,000 AI chips to Tencent, in a five-year deal valued around $7 billion.
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