Archive snapshot · Markets
Tue, Sep 29, 9:33 PM ET
OpenAI in talks to raise $30B at $1.4T valuation as annualized revenue nears $70B
The reported round would make OpenAI the most valuable private company ever, and the revenue disclosure signals how far commercial adoption has come ahead of a
TechCrunch · +8 outlets
Anthropic IPO prospectus shows deep dependence on Big Tech partners, surging costs
The filing gives investors the first detailed look at how much of Anthropic's business rests on a handful of partners, a concentration risk that could weigh on
Investing · +8 outlets
AMD to acquire Fei-Fei Li's World Labs for $8.2B in bid to challenge Nvidia
The deal brings spatial-intelligence models and a marquee AI leader into AMD's software stack as it tries to close the gap with Nvidia in AI computing.
MarketWatch · +14 outlets
30-year Treasury yield hits highest since 2002 as rising rates pressure stocks
Long-end yields at multi-decade highs reflect persistent inflation and fiscal concerns, weighing on equity valuations and rate-sensitive sectors.
CNBC · +13 outlets
Cboe and S&P Dow Jones extend exclusive licensing deal to 2051, opening tokenized options path
The 25-year extension secures Cboe's franchise in index options and sets up a possible move into tokenized derivatives contracts.
Traders Union · +13 outlets
Treasury confirms auto-enrollment of millions of children in Trump Accounts
Automatic enrollment could add as many as 60 million accounts, expanding a new tax-advantaged savings vehicle into a mass-market program.
CNBC · +14 outlets
Fair Isaac plunges 20%+ as Fannie and Freddie open door to FICO score rival
The move threatens FICO's grip on mortgage credit scoring, a business that underpins much of its earnings.
Yahoo Finance · +5 outlets
Goldman Sachs board has discussed naming John Waldron CEO as soon as next year
Succession at the top of Goldman would be one of the most consequential leadership changes on Wall Street, and the bank faces a crowded field of internal rivals
CNBC · +13 outlets
US consumer confidence falls in September on elevated oil prices and inflation worries
Weakening sentiment readings add to concerns that higher fuel and borrowing costs are starting to bite household spending.
WSJ · +14 outlets
Hedge funds hold record share of the $30 trillion Treasury market
Hedge funds add liquidity but their dominance raises the risk of a disorderly squeeze if crowded positioning unwinds.
CNBC · +14 outlets
Fed's Williams sees no urgency for next rate hike as Barr renews calls for increases
Divergent Fed messaging keeps markets guessing on the path of policy after a stretch of rate increases.
reuters.com · +6 outlets
US to loan up to 40 million barrels of oil from SPR in final batch of global deal
The release comes as fuel prices surge and the reserve sits near multi-decade lows, limiting future flexibility.
reuters.com · +14 outlets
White House weighs diesel export ban, presses Europe to release strategic reserves
A global diesel supply crunch is pushing Washington toward emergency measures that could ripple through fuel and freight markets.
Politico · +3 outlets
Piper Sandler in talks to buy Perella Weinberg
A deal would expand Piper Sandler's advisory business and mark another round of consolidation among independent investment banks.
WSJ · +14 outlets
IPO postponements accelerate in the third quarter as Oura investors push back on valuation
More companies are choosing to wait rather than test investors, a sign the new-issue window is narrowing even in a strong year.
CNBC · +1 outlets
Disney lays off roughly 300 employees across multiple departments under new CEO
The cuts are the first major cost action under Josh D'Amaro and follow warnings in Disney's August earnings report.
CNBC · +14 outlets
TVA wins approval to build first small modular nuclear reactor in the US
The NRC permit is a milestone for a technology that data centers and utilities are counting on for firm, carbon-free power.
The New York Times
Micron reports Q4 earnings as memory boom continues
Micron's results will be a key read on AI-driven demand for high-bandwidth memory and the durability of the sector upturn.
Yahoo Finance

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