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1.7 Trillion Unlock V.S 1.7 Trillion Buyback: Goldman Sachs Bets on the Latter to Sustain the US Stock Market Bull Run

Goldman Sachs expects US companies to raise $600 billion in 2027, sets S&P target at 8,700 points, and states that buybacks and profits can withstand supply shocks.

Next target 8%? US mortgage rates soar to a three-year high as “higher for longer” trades sweep the real estate market

U.S. mortgage rates are experiencing a sharp upward surge. In just over a month, the average 30-year fixed mortgage rate has climbed by a full percentage point, reaching above 7.5%, the highest level in three years. As a result, homebuyer demand has plummeted, and existing home sales in September are expected to show a significant decline.

Jefferies warns of a "2008 moment": AI may trigger a "capital destruction" in the US, with capital flowing to Chinese open-source models

Jefferies warns that about half of the $2.34 trillion backlog orders of the four major U.S. hyperscale cloud providers are owed by loss-making companies OpenAI and Anthropic, creating a credit concentration risk similar to the 2008 subprime crisis. Wood believes that the most likely long-term outcome of the AI narrative is a "large-scale capital destruction" in the U.S., with market share shifting to China's low-cost open-source models, and that it will be the credit market that ends this cycle.

Could the New SpaceX Debt Trigger Ray Dalio's AI Bubble Burst Warning?

Meta Stock Warning? Zuckerberg Sells $21 Million as Insiders Exit

U.S. stocks are approaching historic highs, but institutions are deeply concerned! Goldman Sachs partner: Don't fight the market

80% of Samsung's storage production for next year has already been locked in by long-term contracts

How expensive is AI computing power rental in the US? "Spot price" is twice that of long-term contracts, and four times the return threshold for cloud service providers.

The short-term spot leasing price for AI computing power reaches as high as $40 to $50 billion per gigawatt per year, while the price for long-term contracts is only $20 billion per year, and the breakeven threshold for supercomputing cloud operators is around $12 billion per year. However, according to Goldman Sachs, the fundamental reason why hyperscale cloud providers like Google rent computing power at such significant premiums is that their in-house capacity cannot keep up; once their own capacity catches up, the spot premium will disappear.

Planet Fitness Can Manage Potential Risks to Churn, Membership Growth From Meta AI Agent, UBS Says

02:22 PM EDT, 10/09/2026 (MT Newswires) -- Planet Fitness (PLNT) investors are concerned regarding potential implications on churn and membership growth from Meta Platforms' (META) new artificial intelligence agent, though the risk is "manageable in practice," UBS Securities said Friday. Last month, Meta said its Muse personal AI agent can perform tasks such as sending e-mails, booking travel and negotiating bills on behalf of users. The agent can also continue working after users close the app. "(Planet Fitness) sentiment has been negative and took a worse turn after Muse launch and fears that agentic AI can drive significant impact on churn in the medium-term," UBS analysts, including Arpine Kocharyan, said in a note to clients Friday. "We believe agentic AI risk is sensible but manageable in practice." The fitness center operator could introduce authentication steps, such as in-app verifications and biometric confirmations, which AI agents would struggle to complete, according to the brokerage. Planet Fitness could also restrict automated access, block bot traffic at the network level, and require direct confirmation from members before allowing an AI agent to cancel their subscriptions, UBS said. The high cost of rejoining gyms could keep members to not allow automatic cancellations, while Planet Fitness can use the AI technology itself to personalize outreach and offer membership freezes or downgrades before a cancellation, according to the note. Planet Fitness' business fundamentals have improved amid stronger membership growth in September and continued strength in early October, UBS said. "Churn has been stable in the 3.5%-3.8% range, with (Planet Fitness) likely implementing a change in billing whereby a member is billed same day (versus) 30 days later," the analysts said. "If implemented, this could further reduce churn." More stable churn means Black Card pricing hike could come "sooner than the market believes," the analysts wrote. Black Card membership typically has higher utilization, according to t

Chipmaker earnings growth cools to 136% as AI boom lifts S&P 500

US Ad Market Looks Weaker Without Temporary Boosts, Deutsche Bank Says

01:13 PM EDT, 10/09/2026 (MT Newswires) -- The US advertising market is not as strong as revenue trends suggest, given temporary boosts from political spending and the World Cup, Deutsche Bank said on Friday. Overall advertising spending in the third quarter likely grew 9.8% year over year, accelerating from the 6.9% and 6.1% increases in the preceding two quarters, respectively, the investment firm said, citing data shared by "the head of an independent media planning, buying, and strategy agency" during a client conference call. That's the strongest growth quarter of the year for ad spending and may be the best quarter over at least the next 12 to 18 months amid softening consumer demand, Deutsche Bank analyst Bryan Kraft said. However, ads for one-time events accounted for a significant portion of the growth story, with political advertising seen contributing about 2.7 percentage points, Deutsche Bank analyst Benjamin Black said in a separate note following a call with "the head of a global full-service media agency." MT Newswires couldn't verify if Deutsche Bank spoke to the same expert for both notes. "Our biggest takeaway is that headline advertising growth remains healthy, although this expert suggested that underlying environment is somewhat softer than the reported numbers suggest given significant contributions from political advertising, the World Cup, and (artificial intelligence)-company customer acquisition spending," Black said. Without political spending, ad spend growth would have been at 7.1% in the third quarter and slowed to about 5% in the final three months of the year, Black said. "Political advertising should contribute roughly (three to four) percentage points of growth in (the second half), while the World Cup will have contributed approximately one point," Kraft said. "Excluding these factors, ad spending would be considerably weaker and closer to (low-single-digit) growth." Black said digital advertising continues to outpace traditional media as online ad spend growth in the third quar

Michael Saylor’s Strategy leads tokenized stock market with $491M – Details

Rezolve AI Expands AI Shopping Capabilities With RezolvePay

11:05 AM EDT, 10/09/2026 (MT Newswires) -- Rezolve AI (RZLV) showcased how its RezolvePay platform enables consumer AI assistants to complete purchases through merchant-side agents, positioning retailers to capture sales from AI-driven shopping, the company said Friday. The platform is designed to support transactions across compatible AI agents, with a demonstration showing Meta's (META) Muse placing a coffee order for in-store pickup. Rezolve AI cited estimates that AI agents could mediate $3 trillion to $5 trillion in global consumer commerce by 2030, targeting growth in the approximately $30 trillion global retail market, according to the company. Price: 1.91, Change: +0.01, Percent Change: +0.26

Trump Entered Before Muse AI's Surge! Accurate Meta and SpaceX Rebound Trades in August, Bought SpaceX Bonds Ahead of New Aerospace Policies

In August, Trump's account conducted 517 securities transactions with a total transaction amount of approximately $74.3 million to $273.3 million, including the purchase of $5 million to $25 million worth of Meta stock.

Market Chatter: Meta Platforms Bans TikTok Ads Across Its Apps

07:54 PM EDT, 10/08/2026 (MT Newswires) -- Meta Platforms Inc. (META) began restricting advertisements from ByteDance, TikTok's former controlling owner, across its platforms in the US and several other countries, escalating competition between the companies, Bloomberg reported Thursday. The ban covers the US, Canada, Egypt, Indonesia, Japan, Thailand and Vietnam, including third-party campaigns linking to TikTok and other ByteDance properties, according to Bloomberg. "We don't have to run ads from a competitor whose goal is to pull people off our apps. Declining promotional services to a competitor is a normal business practice across industries", a Meta spokesperson said in an emailed statement to MT Newswires. "We will continue to compete on product quality and user experience", the spokesperson added. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Market Chatter: Trump Disclosed 517 Securities Transactions in August, Including Up to $25 Million Meta Purchase

07:12 PM EDT, 10/08/2026 (MT Newswires) -- President Donald Trump disclosed 517 securities transactions in August, including a purchase of up to $25 million in Meta stock and an investment of up to $5 million in SpaceX debt two days before he signed a policy to expand U.S. commercial space transportation, CNBC reported Thursday, citing a newly released financial disclosure. The transactions totaled roughly $74.3 million to $273.3 million, according to a CNBC analysis. Purchases accounted for at least $44.2 million and sales at least $30.1 million. The largest transaction was an Aug. 21 purchase of between $5 million and $25 million in Meta shares, the report said. Trump also bought between $1 million and $5 million each of AT&T, ConocoPhillips, Abbott Laboratories, Netflix and Chevron that day. On Aug. 21, he sold between $1 million and $5 million each of Advanced Micro Devices and Church & Dwight, along with stakes worth between $500,001 and $1 million in companies including Boeing, Home Depot, T-Mobile, Datadog, Dell Technologies, Palo Alto Networks and Nvidia, according to the report. Trading slowed from June and July, when he disclosed more than 1,000 transactions in each month, the report said. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Overnight US Stocks | AI Performance Concerns Resurface, Nasdaq Falls Over 1%, Micron Technology (MU.US) Drops Over 4%

At the close, the Dow Jones Index rose by 52.61 points, or 0.10%, to 51,232.48 points; the S&P 500 Index fell by 36.35 points, or 0.47%, to 7,765.42 points; and the Nasdaq Composite Index dropped by 345.35 points, or 1.25%, to 27,193.34 points.

Trump revealed the purchase of up to $25 million worth of Meta stocks in August

According to CNBC, U.S. President Donald Trump disclosed in a financial filing submitted in August that he purchased up to $25 million worth of Meta Platforms (META.US) stock.

Bambuser partners with Meta on Live Video Ads for brand-owned live shopping

Bambuser entered a partnership with Meta as a Live Video Ads partner, integrating paid distribution with brand-owned live shopping streams. Live video ads use the livestream as the ad creative, sending viewers to a brand site running Bambuser’s shoppable player or Meta messaging. Early access applications open later in Q4 2026; general availability targeted for Q1 2027 for eligible customers in supported markets. Meta data cited: livestreams backed by at least $100 in ad spend reached 24 times more viewers than organic broadcasts. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Bambuser AB published the original content used to generate this news brief on October 08, 2026, and is solely responsible for the information contained therein.

CDS Soar Collectively, "SpaceX and Others" Still Borrowing Furiously! How Long Can the AI Debt Frenzy Last?

The wave of AI infrastructure debt is reshaping the global credit landscape at an unprecedented pace, with the technology industry's debt reaching $500 billion in the first nine months of this year. However, frequent alarms have been raised in the CDS market, US Treasury yields have climbed to 5.3%, the highest in over twenty years, and Dalio pointed out that this is a "classic bubble that will be burst by interest rates."

Meta Platforms Insider Sold Shares Worth $1,146,726, According to a Recent SEC Filing

04:03 AM EDT, 10/08/2026 (MT Newswires) -- Javier Olivan, Chief Operating Officer, on October 05, 2026, sold 1,575 shares in Meta Platforms (META) for $1,146,726. Following the Form 4 filing with the SEC, Olivan has control over a total of 97,228 Class A common shares of the company, with 7,878 shares held directly and 89,350 controlled indirectly. SEC Filing: https://www.sec.gov/Archives/edgar/data/1326801/000095010326015324/xslF345X05/ownership.xml

AI Big 10 Hits Record 42% of US Market Cap — Surpassing Every Prior Bubble Peak

What does Meta Muse mean for GPU and CPU?

Unlike chatbots with a high idle rate, the “always online” nature of intelligent agents like Meta Muse leads to a dramatic increase in computing power consumption. Citi predicts that this trend will shift the CPU-GPU ratio from 1:8 during the training phase to 1:1, driving the CPU market to reach $300 billion by 2030. Meanwhile, just 100 million daily active Muse users could generate up to $19 billion in GPU revenue for Nvidia.

Where is Muse's commercialization stuck? Barred from two-thirds of websites

Meta AI agent Muse faces commercialization difficulties: According to Jefferies' tests on hundreds of e-commerce, airline, and hotel websites, about one-third directly block Muse, another third set up access obstacles, and the core technical challenge has shifted from "Is the model good enough?" to "Can it even get in?" This friction in access will prolong the monetization timeline and objectively reinforce Google’s structural moat.

Impact of Surging US Treasury Yields: US Stock PE Ratio Shrinks Significantly, Mag 7 Dominates Small Caps

The 10-year US Treasury yield has reached a 24-year high, quietly reshaping the landscape of the US stock market. The S&P 500 forward price-to-earnings ratio has compressed from 22.2 times at the beginning of the year to 19.3 times, marking a “three-tier decline in valuation.” Meanwhile, the Russell 2000 Index is approaching technical correction territory, while Mag 7 stocks like Microsoft and Nvidia continue to support the broader market with the AI narrative and strong earnings. Market concentration is nearing historic extremes.

Meta infrastructure chief says data centers central to AI strategy

Meta management highlighted data centers as a core strategic pillar for scaling AI, reflecting unusually high infrastructure demands versus prior technologies. Infrastructure head Santosh Janardhan outlined how Meta powers AI compute, including decisions on chip selection for data center deployments. Discussion framed energy supply as a key constraint, with management addressing what a gigawatt of energy means for AI buildouts. Meta positioned its focus on AI as a current priority, with in-house data center development cited as a competitive advantage. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Meta Platforms Inc. published the original content used to generate this news brief on October 07, 2026, and is solely responsible for the information contained therein.

Meta COO Javier Olivan sells Meta common shares worth $1,151,171.04

Meta COO Javier Olivan sold 1,575 Class A shares on Oct. 5, 2026 at USD 728.08. Direct holdings fell to 7,878 shares. Indirect holdings declined across affiliated entities and a family trust, including 76,621 shares held via a revocable trust. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Meta Platforms Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0000950103-26-015324), on October 07, 2026, and is solely responsible for the information contained therein.

Meta’s Muse is coming to Windows soon

Microsoft (MSFT.US) executives announced that Meta Platforms (META.US)'s Muse will soon be available on Windows.

Florida Attorney General files for temporary injunction against Meta

Attorney General of Florida, United States, has requested a temporary restraining order against Meta Platforms (META.US).

Google DeepMind, Meta, Isomorphic Labs Invest $300 Million in Biohub's Initiative to Build AI Data to Treat Disease

10:20 AM EDT, 10/07/2026 (MT Newswires) -- Alphabet's (GOOGL, GOOG) Google DeepMind, Meta (META), and Isomorphic Labs are collectively investing $300 million in Biohub's Virtual Biology Initiative to build datasets for artificial intelligence models to predict and treat disease, Biohub said Wednesday. The investments will be used to create technologies and multi-modal datasets to enable the global scientific community to build and use AI models, allowing researchers to ask, predict, and answer biological questions digitally, Biohub said. Biohub added that the US Department of Energy will invest more than $500 million over five years in lab measurement, modeling and computation towards the initiative. Additionally, the US National Institutes of Health will coordinate the contribution of relevant datasets, repositories, and knowledge bases developed through over $500 million in prior similar federal initiatives, Biohub said. Price: 344.62, Change: -3.06, Percent Change: -0.88