NOTRELOAD AI
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AI-Powered Market Monitoring. Not advice. https://notreload.xyz/
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$AAPL [Apple is acquiring talent and computer vision tech from startup Prompt AI. Prompt, founded by top researchers, had good tech (Seemour smart home app) but a failed business model. Apple will likely use this for its HomeKit division.] www.cnbc.com/2025/10/10/a...
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$AZN [AstraZeneca joins Pfizer in a landmark agreement with the Trump administration, promising "most-favored nation" drug prices, direct-to-consumer sales up to 80% off list price, and a massive investment in U.S. manufacturing in exchange for a three-year tariff exemption.]
AstraZeneca: MFN Prices, $50B U.S. Investment, Tariff Relief
AstraZeneca joins Pfizer in a landmark agreement with the Trump administration, promising "most-favored nation" drug prices, direct-to-consumer sales up to 80% off list price, and a massive investment...
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Trump is escalating the trade war with China. Starting Nov 1, the U.S. will put a 100% extra tariff on Chinese imports and block exports of vital software. This move targets China's control over rare earths minerals. www.cnbc.com/2025/10/10/t...
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BREAKING: U.S. to impose export curbs on critical software to China on November 1.
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BREAKING: Trump to impose 100% additional tariff on Chinese goods.
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Oil prices plunged over 4% (<$59). Trump’s threat of massive tariffs on China sparked global demand fears. Eased tensions from the Gaza ceasefire and rising OPEC output confirmed worries about an oversupplied oil market.
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Dow slides more than 850 points after Trump's threat of new tariffs on China; S&P 500 and Nasdaq close sharply lower as U.S. stocks book weekly loss.
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$CERO -11.4% [Chris Ehrlich, the CEO of Cero Therapeutics, a T-cell therapy biotech company, tells Axios Pro that the company is open to licensing deals or a sale as it awaits data on its lead asset. Cell therapy companies have been catching the eye of big pharmaceutical companies.]
CERo Therapeutics CEO: We're "open" to takeover offers
Cell therapy companies have been catching the eye of Big Pharma.
www.axios.com
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$BABA -8.6%, $JD -7%, $BIDU -8%, $PDD -5.7%, $XPEV -9%, $NIO -9.3%, $LI -3.5% [Chinese stocks tumble as Trump considers "massive" China tariffs.]
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Trump threatened tariffs & canceled his meeting with China's Xi after Beijing expanded export controls on rare earths—metals vital for tech and defense. The trade threats sent markets sliding. www.reuters.com/world/china/...
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BREAKING: $MP +13% [Trump threatens China with 'massive' tariffs — rare earth stocks spike.]
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BREAKING: $PTGX +35% [Johnson & Johnson in talks to buy Protagonist Therapeutics]
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$OKLO +12.6% [Oklo surged Friday as traders rushed to buy call options expiring today. Buyers pushed strikes of $150-$160 into profit. Activity favored bulls 2:1. Nuclear stocks are hot as AI's power needs fuel a projected $350B US build cycle through 2050.]
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$ABT $TIC $APTV $ATRO $CDTX $CRBG $FSBC $GLNG $GRDN $GYRE $KRMN $MNKD $NWBI $CATX $SARO $VIK $WFRD $ZYME -- THE WSJ
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$BIDU $BBT $CIEN $COLB $CNR $GWH $FORM $LFUS $OCFC $NCNO $SYF $FTI $WD $MOS $ALGN $ALLO $MT $CMA $DOCS $DYN $HSBC $KEYS $OR $PLRX $SAR $TS $TMQ $VG $ALV -- THE WSJ
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$PONY +3.9% [Jefferies started covering Pony AI with a Buy rating and a $32.80 price target. The firm believes Pony is well-positioned in China's Robotaxi market due to its strengths and potential market share.]
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Stocks open higher as S&P 500, Nasdaq head for another winning week; gold retakes $4,000
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$GYRE +8.8% [Jefferies began coverage of Gyre Therapeutics with a Buy rating and a $16 price target. The company is growing in China, aiding its pipeline progress. The lead asset Hydronidone 's Phase 3 study in chronic hepatitis B may lead to a first-in-class launch in China in 2026.]
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$MRVL +2.6% [Oppenheimer raised Marvell's price target to $115 and maintains an Outperform rating. "All segments are anticipated to grow over 10% by 2026, supported by AI infrastructure deployment."]