South Korea's KOSPI Is 34% Below Its June 22 Record Close

Memory is now the cleanest read on whether AI spending is real, and a quadrupling to a record $78.7 billion in quarterly revenue is the answer bulls wanted.

$SKHY's quarterly revenue more than quadrupled to a record of roughly $78.7 billion as AI data centers snapped up memory chips. US-listed shares are climbing as the company's results eased worries about the AI trade. Read more: https://t.co/i6vUnUYpmG https://t.co/hYhaiqSHhH

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Chipotle's results land today, and the fourth-quarter guidance plus the brisket relaunch will set the tone more than the quarter itself.

$CMG reports its earnings today, and @BrianSozzi has three demands: 🤯 Blow him away 🙅 No fourth-quarter caution, because “you’re bringing back smoked brisket” 🧑‍⚖️ Defend why Chipotle should stay public https://t.co/Vwlw1kFzvX

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The succession chatter is a sideshow if Dimon is lining up an Anthropic listing the way he did SpaceX, which would put JPMorgan at the center of the biggest AI deal on deck.

Think Jamie Dimon is eyeing retirement? @BrianSozzi says you’re wrong. The $JPM CEO helped bring SpaceX’s IPO to everyday investors, and Sozzi expects him to do the same for Anthropic. That’s not someone mailing it in. https://t.co/UsaEdqFANq

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Rising prices on last-generation Nvidia silicon are the cleanest tell that buyers are taking whatever compute they can get, which undercuts the AI digestion narrative.

Worried AI demand is slowing? Just check out this chart. 👀 @BrianSozzi says prices for $NVDA older chips are going up, and that’s just one of three reasons the AI trade is coming back. https://t.co/WbTZy0tspT

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A $1.4 billion take-private offer sets a floor under Wendy's shares, but six straight quarters of falling same-store sales is the number that decides whether anyone else bids.

Nelson Peltz reportedly offered $1.4 billion to buy $WEN. @BrianSozzi isn’t impressed. “Peltz would be buying a dumpster fire he helped create,” Sozzi says, pointing to six straight quarters of falling same-store sales. 📉 https://t.co/BqaBhDlca5

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Regulators cleared the path for tokenized equities, but the issuers themselves are the chokepoint: roughly half the names on OKX's list have pushed back, with Intel, Oracle, IBM, Wells Fargo and Cisco among the objectors.

JUST IN: Nearly 50% of stocks OKX planned to tokenize now have objections from their firms

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A $110 year-end Brent call from UBS sets a far higher bar than rival bank targets, and it lands on energy producer margins, pump prices and headline inflation all at once.

JUST IN: UBS raises year-end Brent oil forecast to $110

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The biggest foreign buyer of U.S. government debt has essentially stepped away, which leaves domestic buyers to absorb supply and puts the burden on yields. Keep an eye on the long end of the curve and the dollar.

JUST IN 🇯🇵: Japan, the largest foreign holder of U.S. Treasuries, purchased just $389 million through August, a -99% plunge YoY.

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Viasat is staking out direct-to-device reach before carriers and Amazon lock up the space, tying Terrestar's Canadian CaStar constellation into Equatys. It is an MoU, so the next checkpoint is a binding deal.

$VSAT SIGNS MOU TO LINK SATELLITE NETWORKS Viasat, Space42 and Terrestar signed an MoU to connect Terrestar’s planned Canadian CaStar constellation with Equatys, a planned global platform for direct-to-device satellite services. The framework would let the networks share https://t.co/TI4K6p2k1C

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An 18-month high in the trade gap is a direct drag on GDP math and a live input for dollar and rate positioning, with tariff policy expectations the next thing to move.

BREAKING: U.S. trade deficit surges to 18-month high.

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A December hike would put 2026 tightening at 50 basis points, a path bond and rate-sensitive equity holders are not positioned for. The hold is expected; the statement language is what moves markets today.

It's officially Fed day. We expect a "hawkish pause" today. The Fed will hold interest rates unchanged but lay the groundwork for a December rate hike, bringing total rate hikes in 2026 to +50 basis points. Why? Because the US economy is now facing both supply-side and rising

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