🗞 Newsmakers — MID ET, 2026-10-14

📊 MARKET MACRO: S&P 500 $769.41 -1.11% Nasdaq $730.01 -1.82% Dow $514.46 -0.34% Russell 2K $271.42 -1.91% VIX $16.54 +8.32% US Dollar $29.23 +0.71% Oil $153.88 +0.52% Gold $373.85 -2.05% Bitcoin $81,658.21 -2.01% Treasuries: 10Y 5.24% 30Y 5.6% Today's Fed / econ events: 20:30 [Medium] API Crude Oil Stock Change (Oct/09) 18:00 [Medium] Beige Book 18:00 [Medium] Budget Balance (Sep) 17:30 [Medium] Fed Barkin Speech 12:30 [High] Inflation Rate (Sep) 12:30 [High] CPI s.a (Sep) 12:30 [High] Core Inflation Rate MoM (Sep) 12:30 [High] Core Inflation Rate YoY (Sep) 12:30 [High] Inflation Rate YoY (Sep) 12:30 [High] Inflation Rate MoM (Sep) 11:00 [Medium] MBA 30-Year Mortgage Rate (Oct/09) 09:40 [Medium] Fed Bowman Speech

🔥 HOT SECTORS TODAY (the sectors to watch): Consumer Defensive +1.18% Healthcare +0.95% Financial Services +0.13% Basic Materials -0.51%

📰 MARKET THEMES & CATALYSTS: • The AI Boom Is Supercharging Wall Street's Profits Investment banking revenues are up, and wealth-management divisions are winning new AI millionaires as clients. — wsj.com · 10/14 12:14p https://www.wsj.com/finance/banking/the-ai-boom-is-supercharging-wall-streets-profits-2a2d9747 • AI infrastructure firms slump as US rate hike bets rise AI infrastructure firms slump as US rate hike bets rise — reuters.com · 10/14 12:10p https://www.reuters.com/business/ai-infrastructure-firms-slump-us-rate-hike-bets-rise-2026-10-14/ • Rising diesel prices have helped fuel inflation — and we're about to see how much worse it could get Consumer inflation just came in hot. Thursday will provide more clues on the impact of record diesel prices ahead of the midterm elections. — marketwatch.com · 10/14 12:07p https://www.marketwatch.com/story/rising-diesel-prices-have-helped-fuel-inflation-and-were-about-to-see-how-much-worse-it-could-get-430f36d1 • Dollar Strengthens on Hot Inflation Data, Higher Treasury Yields The U.S. dollar strengthened as higher-than-expected September inflation sent bond yields up amid expectations of an increase in interest rates. — wsj.com · 10/14 12:06p https://www.wsj.com/finance/currencies/dollar-strengthens-on-hot-inflation-data-higher-treasury-yields-63c3afae • AI Chip Rally Needed to Rope in SPX & RUT Bulls, Crypto ETF Flows End "Crypto Winter" AI chip stocks were looking very good, until now, says @CharlesSchwab's Nathan Peterson. He says the cohort needs to lead Wall Street for investors to regain confidence after a hot September CPI print raised odds of an interest rate hike. — youtube.com · 10/14 12:00p https://www.youtube.com/watch?v=RTE3clDJNi8

📈 TOP 2 GAINERS (small/mid-cap % leaders, with catalyst):

1. BSP +41% $53.25 (36B cap) Berkshire Hathaway Builds 4% Stake in Bending Spoons Bending Spoons said Berkshire has made a fresh investment of $330 million in the Milan-based company after plowing $600 million into its initial public offering in July. — wsj.com · 10/14 11:24a https://www.wsj.com/finance/stocks/berkshire-hathaway-builds-4-stake-in-bending-spoons-a9f97f44

2. LQDA +27% $34.13 (3.0B cap) United Therapeutics and Liquidia Just Ended Their Patent War. Liquidia Stock Popped 42% A patent court ruling wiped out nearly half of Liquidia's stock value in a single day, and the settlement that followed cost the company almost every dollar it had in the bank. — 247wallst.com · 10/14 11:05a https://247wallst.com/investing/2026/10/14/united-therapeutics-and-liquidia-just-ended-their-patent-war-liquidia-stock-popped-42/

— auto-generated, alert-only (not investment advice). 'No fresh news' = likely a technical/low-float move, not a catalyst.