U.S. September payrolls rose just 29,000 versus 84,000 expected as unemployment hit 4.2%, trimming Fed rate, hike bets and pulling Treasury yields lower.

Trump's threat of a US diesel export ban unless Europe taps emergency reserves has triggered crisis talks among the EU, UK, France, Italy and Germany.

Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) set an Oct. 6 close, with WBD holders receiving $31.02 per share in cash after final court approval.

Nike stock fell as much as 6.6% after Q1 revenue missed, Greater China sales dropped 26% and the company guided to a high, single, digit annual decline.

The KBW Bank Index fell 0.7% on Thursday and sits about 13% below its August peak as surging Treasury yields weigh on lenders and the Dow ends a rough September.

The USS Theodore Roosevelt strike group and 2,000 Marines are headed to the Middle East as Trump calls post, midterm Iran strikes possible and oil rises.

Brent crude settled above $102 on Oct. 1 after Chinese refiners suspended October fuel exports, tightening global supply already strained by the Iran war.

Micron's fiscal Q4 revenue rose 379% to $54.2B with EPS of $33.42, and a $61.5B forecast beat the $57B consensus, lifting chip stocks worldwide on Oct. 1.

Hewlett Packard Enterprise (HPE) shares hit an all, time high after a $1.2B Vultr order for AMD Helios AI racks and a higher networking growth forecast.

Vylor (NYSE: VYLR) closed up about 4.5% near $69 in its Thursday NYSE debut, while Corteva's seed spin, off erased more than $40 billion of CTVA market value.

Synopsys (SNPS) shares rose about 12% after a $1B+ AWS chip, IP deal, the OpenAI GPT, Synopsys partnership and a fiscal 2027 outlook above estimates.

Seagate (STX) and Western Digital (WDC, down 14%) slid on a Toshiba plan to double hard, drive output.

STX · WDC · SNDK · 6 sources

The S&P 500 (SPX) rose as September payrolls missed at 29,000 versus 90,000 and unemployment hit 4.2%.

SPX · IXIC · 6 sources

Seven died in Russia's heaviest grid attack in months; Ukraine hit refineries and oil sites in return.

5 sources

The yen (USD/JPY) lost 0.5% as the BOJ's meeting summary, with rates at 1.25%, cooled October hike bets.

USD/JPY · 6 sources

Instinct (US): The personal AI agent startup raised a $1B Series C at a $10B valuation, led by Sequoia, Benchmark and Coatue. Its $250M Series B came only a month earlier.

Listen Labs (US/Sweden-founded): Salesforce signed a deal to acquire the AI customer-research startup for a reported $2B.

Foundational (UK): Emerged from stealth with an £8.2M pre-seed, backed by Inflection and Final Frontier, to build a satellite laser ranging network.