SpaceX (SPCX) holds above $160 after a roughly $750 billion rally, driven by Starship's first orbit, a $300 Morgan Stanley target and the Starlink Mobile spectrum deal.

Mattel is drawing takeover attention as Seaport upgraded it to Buy and said Authentic Brands' $20, per, share approach is unlikely to be the last bid.

Crude oil price fell on Tuesday as traders weighed Russia's diesel pledge and eased US sanctions against escalating Houthi–Saudi fighting near the Red Sea.

US earnings season opens with JPMorgan, Wells Fargo and UnitedHealth, with profit growth near 30% expected and a 7% options, implied move in UNH stock.

Trump expects Iran talks to resume this week after rejecting Tehran's Hormuz offer, with Brent near $104 and Tehran ready for either war or diplomacy.

Taiwan's September exports jumped 60.9% to a record $87.22 billion on AI server demand, with US shipments up 106% and growth set to continue in October.

SoftBank fell about 8.8% and Japan's Nikkei 2.6% on Oct. 13 as an AI stocks selloff spread across Asia on worries over AI financing and chip competition.

Micron Technology stock fell about 4% and the Philadelphia Semiconductor Index lost 2.7% after CXMT flagged a denser 4F² DRAM chip design aimed at servers.

Microsoft's Maia 300 chip promises about 40% more output per unit of power than leading GPU systems, pressuring Nvidia and AI stocks as 2027 deployment nears.

Meta shares rose about 4% on Monday after it launched Muse Wonder and Muse Wonder Full, its first frontier AI models, to rival OpenAI and Anthropic.

Johnson & Johnson (JNJ) lifted drug sales 7.7%, but medical device growth of just 2.5% weighed on shares

JNJ · 5 sources

Treasury yields (US10Y) stay above 5% as AI hyperscalers reach 10% of bond sales and public debt climbs

US10Y · 6 sources

Bumble (BMBL) will be bought for $6.05 a share in cash, a 138% premium, in a $1.3B deal with Ithaca Holdings.

BMBL · 6 sources

UnitedHealth (UNH) lifted its 2026 profit forecast to at least $20.50 a share as Optum margins improved.

UNH · HUM · ELV · 5 sources

Amazon is in talks to buy Decart, an Israeli-founded real-time AI video and chip-portability startup, for about $7B. Talks are ongoing and no deal is final.

SAP agreed to acquire TechWolf, a Ghent-based AI workforce-skills startup, for an undisclosed sum. It is described as a record Belgian VC-backed deal.

Universal Quantum (UK) raised over $100M in a Series A co-led by DCVC and Firgun Ventures, the largest UK quantum Series A. It is building trapped-ion quantum computers.