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Nicholas Brown @nicholasabrown.bsky.social · 14h

Reposted by Nicholas Brown

Carl Quintanilla @carlquintanilla.bsky.social · 15h

Stocks move sharply lower on these headlines:

* TRUMP: I WAS TO MEET PRESIDENT XI IN TWO WEEKS, AT APEC, IN SOUTH KOREA, BUT NOW THERE SEEMS TO BE NO REASON TO DO SO

* TRUMP: THERE IS NO WAY THAT CHINA SHOULD BE ALLOWED TO HOLD WORLD "CAPTIVE"

@reuters.com

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Nicholas Brown @nicholasabrown.bsky.social · 15h

“China’s top market regulator said Friday that it had launched an investigation into Qualcomm for suspected violation of the country’s antimonopoly law. The probe is tied to Qualcomm’s acquisition of Autotalks, an Israeli startup.. ”

@wsj.com $QCOM

China Goes All In on U.S. Trade Battle, With Qualcomm in the Crosshairs

Beijing’s move against the San Diego chip giant is the latest in a two-day barrage of actions targeting the U.S.

www.wsj.com

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Reposted by Nicholas Brown

Carl Quintanilla @carlquintanilla.bsky.social · 1d

( $NVDA at $300 would take mkt cap to ~$7.2 trillion. )

5 5 52

Nicholas Brown @nicholasabrown.bsky.social · 1d

(BBC) - There is a higher risk of a serious fall in US stocks than is currently being reflected in the market, the head of JP Morgan has told the BBC.

JP Morgan boss Jamie Dimon sounds warning on US stock market fall

Jamie Dimon said he was "far more worried than others" about the potential for a stock market correction.

www.bbc.com

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Nicholas Brown @nicholasabrown.bsky.social · 1d

WILLIAMS: ".. the information suggested that the tariffs effects have been a little smaller than I expected. I think the shift is more on the employment side. The risks of a further slowdown in the labor market is something I’m very focused on."

@nytimes.com

New York Fed President Backs Interest Rate Cuts to Protect Labor Market

www.nytimes.com

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Nicholas Brown @nicholasabrown.bsky.social · 1d

$DAL | Delta Air Lines Expects Travel Rebound To Carry Into Holiday Season - WSJ

Delta Air Lines Expects Travel Rebound to Carry Into Holiday Season

Delta Air Lines expects a resurgence in travel demand in recent weeks to carry into the fourth quarter, a marked turnaround from a turbulent start to the year.

www.wsj.com

Nicholas Brown @nicholasabrown.bsky.social · 2d

“.. working remotely for even a single day will now count for a full week.”

@cnbc.com $GOOGL

www.cnbc.com/2025/10/08/g...

Nicholas Brown @nicholasabrown.bsky.social · 2d

> @tker.co

2

Nicholas Brown @nicholasabrown.bsky.social · 2d

Cocoa prices "touched on their lowest levels since early 2024."

@cnbc.com

Cocoa prices plunge to 20-month low — but investment banks warn ‘extreme’ sell-off could create problems

Cocoa futures extended losses this week after moving sharply lower.

www.cnbc.com

Nicholas Brown @nicholasabrown.bsky.social · 2d

Trump’s Wind Energy Assault Stings Red States - WSJ

Trump’s Wind Energy Assault Stings Red States

The nation’s top four wind power states all lean Republican, including Iowa, where the president’s disdain is reverberating.

www.wsj.com

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Nicholas Brown @nicholasabrown.bsky.social · 2d

Capitol Agenda: Trump Muddies The GOP Shutdown Message - Politico

The President Has Repeatedly Gone Off-Script As Senators Gird For A Sixth Round Of Votes On Dueling CRs.

Capitol agenda: Trump muddies the GOP shutdown message

The president has repeatedly gone off-script as senators gird for a sixth round of votes on dueling CRs.

www.politico.com

Nicholas Brown @nicholasabrown.bsky.social · 2d

(WSJ) - A host of alternative jobs data from Wall Street are pointing in the same direction: The U.S. labor market is losing steam.

The Unofficial Jobs Numbers Are In and It’s Rough Out There

In a federal data blackout, Wall Street numbers and surveys are filling the void, and the nongovernment numbers are telling the same basic story: Few companies are hiring.

www.wsj.com

Reposted by Nicholas Brown

FinTwitter @fintwitter.bsky.social · 3d

*BOSTIC: TURBULENCE LEADING FIRMS, HOUSEHOLDS TO BE CAUTIOUS

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Nicholas Brown @nicholasabrown.bsky.social · 3d

TRUMP: "We have a negotiation going on right now with the Democrats that could lead to very good things. I’d like to see a deal made for great healthcare."

@wsj.com

Trump Open to Healthcare Talks With Democrats to End Shutdown

Since the government shutdown began, Democrats and Republicans have been at an impasse over extending Obamacare subsidies.

www.wsj.com

2

Nicholas Brown @nicholasabrown.bsky.social · 3d

(Reuters) - Europe's Airbus broke a major commercial barrier on Tuesday when its A320 family of planes overtook the Boeing 737 to become the most-delivered jetliner in history.

$BA

www.reuters.com

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Nicholas Brown @nicholasabrown.bsky.social · 3d

$DELL | Dell Hikes Estimates For Next Four Years On Strong AI Demand - BBG

Dell Hikes Estimates for Next Four Years on Strong AI Demand

Dell Technologies Inc. roughly doubled its growth estimates for sales and profit for the next two years, and said demand for artificial intelligence products will extend those higher projections at le...

www.bloomberg.com

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Nicholas Brown @nicholasabrown.bsky.social · 3d

$TSLA | Tesla expected to unveil lower-cost Model Y in push to reignite sales | Reuters

www.reuters.com

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Reposted by Nicholas Brown

Carl Quintanilla @carlquintanilla.bsky.social · 3d

“.. 4,000 flights in the U.S. on Monday have been delayed, including 29% arriving flights at Denver, 19% of Newark flights and 15% of Las Vegas ..”

@cnbc.com #Shutdown
www.cnbc.com/2025/10/07/s...

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Reposted by Nicholas Brown

Axios @axios.com · 3d

SCOOP: Furloughed federal workers aren't guaranteed compensation for their forced time off during the government shutdown, according to a draft White House memo described to Axios by three sources.

Scoop: White House memo says furloughed federal workers aren't entitled to backpay

A move to deny backpay to up to 750,000 furloughed workers would dramatically escalate Trump's pressure on Democrats to end the shutdown.

www.axios.com

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Nicholas Brown @nicholasabrown.bsky.social · 4d

"A new forecast by Adobe Analytics predicts that U.S. online sales will hit $253.4 billion this holiday season—the period from Nov. 1 through the end of the year—up 5.3% from the same period in 2024."

Holiday Online Sales to Rise as AI Shakes Up Shopping: Adobe

U.S. online sales are projected to jump 5.3% from 2024 throughout the holiday season, Adobe forecasts.

www.barrons.com

1

Nicholas Brown @nicholasabrown.bsky.social · 4d

(Reuters) - The U.S. government shutdown entered its sixth day on Monday, with President Donald Trump's Republicans and congressional Democrats still at an impasse and the White House threatening to ramp up pressure by ordering mass layoffs of federal workers.

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Nicholas Brown @nicholasabrown.bsky.social · 4d

TUDOR JONES: "My guess is that I think all the ingredients are in place for some kind of a blow off. History rhymes a lot, so I would think some version of it is going to happen again. If anything, now is so much more potentially explosive than 1999."

@cnbc.com

Carl Quintanilla @carlquintanilla.bsky.social · 4d

TUDOR JONES: “If it walks like a duck and quacks like a duck, it’s probably not a chicken.”

@cnbc.com

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Nicholas Brown @nicholasabrown.bsky.social · 4d

* Amazon Prime
* Target’s Circle Week
* Walmart Deals

“With inflation, high interest rates, and economic uncertainty weighing heavy on Americans’ minds, sales events like Prime Deal Days have been resonating well.”

$AMZN $TGT $WMT

www.barrons.com/articles/ama...

Nicholas Brown @nicholasabrown.bsky.social · 4d

* Amazon Prime
* Target’s Circle Week
* Walmart Deals

“With inflation, high interest rates, and economic uncertainty weighing heavy on Americans’ minds, sales events like Prime Deal Days have been resonating well.”

$AMZN $TGT $WMT

www.barrons.com/articles/ama...