|
The Daily Briefing · Monday, September 28, 2026
|
PSKY Climbs 4% as $44.4B WBD Note Launch Signals Close
Paramount Skydance (PSKY) jumped roughly 4% after launching a record $44.4 billion senior secured notes offering to fund its $110 billion acquisition of Warner Bros. Discovery (WBD).
|
|
Also today
|
NVDA Surges 2% on Record $150B Buyback and AI Safety Launch
Nvidia's board authorized a record $150 billion addition to its share repurchase program and unveiled an open AI agent containment platform on Monday, sending NVDA shares up roughly 2% to around $229.
|
Bond Rout Deepens as 10, Year Yield Eyes 6%
Ten, year Treasury yields approach 6% as Mideast oil fears reignite inflation, dragging emerging market stocks to four consecutive sessions of losses.
|
Trump Rejects Iran Ceasefire, Eyes Post, Midterm Strike
Trump dismissed Tehran's 7, day Strait of Hormuz ceasefire proposal as unacceptable Saturday, sending Brent crude back above $105 and crushing equity futures as markets priced in resumed U.S.…
|
Akamai Stock Surges 15% on $1.6B Anthropic Deal
Akamai Technologies (AKAM) jumps 15% after securing a record seven, year, $1.6 billion AI cloud infrastructure contract with Anthropic, pulling CoreWeave and Cloudflare sharply higher.
|
|
|
More headlines
|
|
Oil at $70 as Hormuz Closure Stalls World Trade
The U.S., Israel, Iran conflict has sealed the Strait of Hormuz and shuttered the East, West Crude Oil Pipeline, triggering the largest energy supply disruption in history and halting 31% of global…
|
|
Bessent Extends US, China Trade Truce to Jan. 2027
Bessent confirms US, China trade truce extension to January 10, 2027 on Fox News, removing a key macro overhang for multinationals heading into Q4 2026.
|
|
MDB Crashes 20% as CEO Desai Abruptly Exits for Meta
MongoDB's stock plunged more than 20% Monday after president and CEO CJ Desai resigned without notice to join Meta Platforms, blindsiding investors one day before the company's scheduled Investor Day.
|
|
CRDO Surges as Hyperscaler Demand Drives Earnings Beat
Credo Technology (CRDO) shares rose 7.4% after posting $479M in Q1 FY27 revenue as AI data center buildout fuels structural demand for its 1.6T ethernet connectivity chips ahead of Q2 earnings on…
|
|
Bloom Energy Jumps 8% on Oracle's 2.4 GW Reaffirmation
Bloom Energy (BE) surged 8% after Oracle reaffirmed its record 2.4 GW fuel cell commitment for Project Jupiter, dispelling a force majeure, driven selloff.
|
|
Zscaler ZS Drops 10% Despite Q4 Beat on Weak FY2027 Outlook
Zscaler posted a Q4 revenue and earnings beat but ZS stock fell roughly 10% after fiscal 2027 guidance implied a growth slowdown to 17% alongside a 3% workforce restructuring.
|
|
PCE and Payrolls Shape Warsh's Rate Path
August PCE and September payrolls this week will determine whether the Warsh Fed pushes interest rates higher for a second consecutive meeting.
|
|
|
Market briefs
|
|
|
|
From the startup desk
|
|
|
|
Video of the day
|
The Barter Problem: Why Money Actually Exists
|
|
The Daily Briefing from Pomegra. Market news, educational content only. Nothing here is investment advice.
|
|