On October 2, U.S. September nonfarm payrolls increased by only 29,000, yet the Nasdaq rose 1.2%. The cooling in employment eased expectations of a Fed rate hike, but long-end U.S. Treasury yields rebounded, indicating that funding cost pressures have not disappeared. Whether the U.S. stock rebound can continue will depend on the alignment of inflation and corporate earnings, especially whether AI investment can continue to translate into revenue, profit, and cash flow.

AI is reshaping the entire Web3 security and compliance workflow.

The open-source model camp is still accelerating its expansion.

If US Treasury volatility does not decline, the S&P 500 could pull back to 6,800 points within the month; if it cools, individual stocks will play catch-up.

Bank of America's Hartnett warns that the current market shows extreme divergence similar to the eve of the 2000 dot-com bubble burst, with AI and tech stocks rising alone, market breadth continuously deteriorating, and rising risk of an AI capex bubble.

From a 26-page paper to Anthropic's trillion-dollar valuation, from accusations that Altman is "two-faced" to internal remarks that "OpenAI is evil," this collapse of trust has reshaped the AGI race.

The market has high expectations for Micron's upcoming earnings report. Factors such as HBM prices, traditional DRAM supply and demand, and AI capital expenditure are all key market focuses, but actual results may still differ from market expectations.

Musk, Jensen Huang, and Amodei all showed up

As of September 29, the U.S. 10-year Treasury yield rose to 5.26%, briefly touching 5.293% intraday, the highest level since 2007; the 30-year yield reached an intraday high of 5.6206%, the highest since 2002.

Hedge fund tools for the masses.

US August JOLTs job openings came in at 7.079 million, versus expectations of 7.225 million.

Jabil will report fiscal 2026 results and provide fiscal 2027 guidance on September 30. Its AI data center business is growing strongly, with related revenue of $13.6 billion, but the stock price has lagged, and the market is focused on whether the new fiscal year guidance can support growth.

Meta has accumulated billions of users' attention, and Muse aims to go further—capturing users' intent and transactions.

261-page prospectus, 80 pages on AI's potential to destroy the world.

A vulnerability in versions prior to iOS 27 was exploited to steal crypto wallets from iPhone users.

Last week, all three major U.S. stock indices rose together, with Qualcomm up 3.97% as the highlight, driven by its Snapdragon 8 Elite top-tier version being adopted by multiple manufacturers and the renewal of its patent license with Apple. Tonight, the market is focused on two Fed speeches and manufacturing data.