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Today on Taking Stock | Oil’s Rally Has Wall Street on Edge x.com/i/broadcasts/1…

Today on Taking Stock | S&P 500 hits intraday record high as Treasury yields pull back. @SPGlobal talks semiconductor strength, @firyinc CEO on the sale of Exit Games + Nomad Foods $NOMD launches a new Value Creation Plan! @jd_durkin has more. x.com/i/broadcasts/1…

🚨 BREAKING: Paramount officially closes its Warner Bros. Discovery takeover. Hollywood now has a new giant called Skydance. The company now owns CBS, CNN, HBO Max, Paramount+, Warner Bros. and Paramount Pictures, all under CEO David Ellison. Shares begin trading today on the NYSE under the ticker SKYD, and WBD stock is no longer on Nasdaq. The deal closes after more than a year of bidding wars, a Netflix rival offer and a lawsuit from 12 states. #Skydance #Paramount #WarnerBros #BreakingNews

Today on Taking Stock | A Soft Jobs Print Powers Wall Street Higher x.com/i/broadcasts/1…

Today on Taking Stock | A volatile session on Wall Street to kick off Q4. @TJAnderson1 talks price action, @Valvoline celebrates their 10th anniversary of listing + @RonniZehavi of @HiBob_HR on "organizational intelligence." @jd_durkin has more. x.com/i/broadcasts/1…

Today on Taking Stock | Markets close September trading as PCE inflation data cools. @WFInvesting talks Fed outlook + GoldGroup Mining on building in Mexico + NYSE's @benarroch_joe discusses the launch of Startup to Stock Exchange. @jd_durkin has more. x.com/i/broadcasts/1…

The former Disney CEO is breaking his silence, and he is not holding back📣 In his new memoir, Bob Chapek is accusing Bob Iger of undermining his tenure and describes a “relentless” campaign to push him out. Bob Chapek was named CEO of Disney on February 25, 2020, immediately succeeding Bob Iger, who assumed the role of Executive Chairman to direct the company’s creative endeavors through the end of his contract on December 31, 2021. Ultimately, Chapek was ousted for his weak performance during the company’s quarterly earnings call in November 2022. Following his firing, Chapek received $24.18 million in compensation for 2022, plus severance payments exceeding $20 million. What’s your thought on his side of the story?

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Today on Taking Stock | Wall Street on edge as 30Y yield hits highest level since 2002. @Eric_Criscuolo discusses consumer confidence at 2014 lows + @Alan_Konevsky of @tZERO on their partnership with @ICE_Markets! @jd_durkin has more. x.com/i/broadcasts/1…

Ahead of a landmark $2 trillion IPO, Anthropic runs into a slight hurdle. The company now faces a critical challenge: translating years of warnings about existential AI risks into formal disclosures required by securities regulators. The IPO filing has forced Anthropic into a difficult reckoning, as the company must decide whether to address catastrophic AI risks directly, or frame them through business-specific categories like regulatory exposure and reputational harm, a choice that legal experts say could either constitute the most material risk disclosure ever filed or represent a fundamental misuse of IPO documents. This challenge became considerably more complicated in early September when researcher Jacob Coxon resigned from Anthropic and publicly warned that the company and its competitors are recklessly racing toward self-improving superintelligence while gambling with human lives, claims that were quickly backed by Anthropic's own alignment science lead Evan Hubinger, who stated he personally believes there is greater than a 10% chance AI could kill all humans within the next decade. Anthropic CEO Dario Amodei responded to Coxon's resignation by publishing an essay calling for slower AI development and stronger guardrails, and said that he largely agreed with Coxon's concerns. Amodei conceded that the risks are substantial, though he emphasized that the potential benefits could still be transformative for humanity.

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Once again, NVIDIA has doubled down on the AI arms race. The buyback signals management believes the stock is attractively priced, especially given expectations for explosive earnings growth. By reducing share count through repurchases, NVIDIA boosts earnings per share for remaining shareholders. The ability to dedicate a quarter trillion dollars to buybacks underscores NVIDIA's commanding position in the AI infrastructure race, widening the gap between it and competitors.

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Today on Taking Stock | Stocks begin final week of September trading in the red as oil and yields weigh. @liz_harrow of @Shakti_VC dives into the next big opportunities in AI + @Ondo launches Ondo Intelligent Portfolios! @jd_durkin has more. x.com/i/broadcasts/1…

Does McDonald's need a refresh? Their CEO believes so🍟 McDonald's announced an $8.5 billion investment through 2036 to support franchisees amid slowing sales growth and declining customer traffic. The plan delivers approximately $5 billion by 2030 through rent relief and capital assistance to fund restaurant remodels, employee training, and technology upgrades. The company projects each location will gain roughly $100,000 in additional annual cash flow. The hefty commitment signals McDonald's urgent need to reverse momentum after facing persistent inflation and intense competition in the fast-food market, as the chain works to win back customers and strengthen its struggling franchise network.

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Today on Taking Stock | 10Y Treasury yield soars above 5.1% amid ongoing geopolitical developments. @roundhill with market overview, @bretttejpaul of @CoinbaseInsto talks tokenized stocks + @TradiamAfrica on Bullish Africa 2026! @jd_durkin has more. x.com/i/broadcasts/1…

Today on Taking Stock | Markets pull back as the 10Y Treasury yield hits 5% and oil prices rise. @Marcomadness2 on market pressure points + @samcallah of @ORANJEBTC discusses Bitcoin's strengthening fundamentals. @jd_durkin has more. x.com/i/broadcasts/1…

Today on Taking Stock | Stocks waver as Wall Street monitors UNGA and ongoing Middle East developments. @calebsilver of @Investopedia with the tale of the tape + @ddisparte of @circle discusses Arc Mainnet now being live. @jd_durkin has more. x.com/i/broadcasts/1…

This deal might just change everything in Hollywood🎬🍿 Months of legal battles that threatened to derail the deal for years, Paramount’s settlement with state attorneys general has cleared the final major hurdle for what would be the most concentrated media empire in Hollywood history. The agreed-upon concessions include $1.5 billion in U.S. film production commitments and a promise of 30+ theatrical releases annually. This represents Paramount’s attempt to convince regulators that such consolidation won’t harm consumers, workers, or the creative community. However, it also does signal a regulatory acceptance of a n unprecedented concentration of power in entertainment that many feared would squeeze out independent voices and reduce competition in how stores reach audiences.

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Today on Taking Stock | Tech stocks and falling oil prices lead markets higher to open trading week. @JayWoods3 discusses key levels for the S&P + @SolomonTesfaye_ of @AptosLabs on @Aptos nearing $1B in tokenized real-world assets. @jd_durkin has more. x.com/i/broadcasts/1…

Today on Taking Stock | Oil and yields remain in focus to wrap a volatile Fed week. @Eric_Criscuolo on this week's price action + @itsbrendanma of @arbitrum Foundation dives into what's actually moving on-chain. @jd_durkin has more after the close. x.com/i/broadcasts/1…

Same phone, same features, but vastly different prices💷💰 Apple’s iPhone 18 Pro and Pro Max officially hit shelves today in 65+ countries, with early reports showing massive demand. China leads the charge with over 7 million preorders, generating double the revenue of last year’s iPhone 17 Pro in the first three days. In Zhengzhou, all models sold out within hours. The new A20 Pro chip, 48MP adjustable camera, enhanced Apple Intelligence, and extended battery life are driving early adopters worldwide. Prices start at $1,200 in the US, but costs vary dramatically by region (Turkey’s most expensive at $3,083). Despite lower US shipping dates suggesting moderate demand, the global reception is overwhelmingly strong. Apple Stores are managing queues with barriers as preorder customers pick up their devices today.

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What does this interest rate hike mean for your wallet? The Federal Reserve raised interest rates for the first time in over three years, making borrowing more expensive for businesses and consumers. The move comes as the central bank tries to tackle inflation, which has kept prices high across the economy. Fed Chair Kevin Warsh explained that despite some recent improvement in inflation data, prices are still rising too fast, so the Fed decided to act. By raising rates, the Fed hopes to slow down spending and bring inflation back down. Warsh also hinted that more rate increases could happen in the coming months as the Fed continues its fight against rising costs.

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