🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $AAPL down 3% after Bank of America warned that Meta’s fast-growing Muse AI shopping agent could bypass Apple’s ecosystem and threaten lucrative App Store/services transaction economics. 2️⃣ $CCL up 13% after reporting better-than-expected Q3 earnings and revenue, record revenue/net income, and strong bookings supporting its 2027 outlook. 3️⃣ $FICO down 26% after the FHFA moved to put VantageScore on equal pricing footing with FICO for mortgages purchased by Fannie Mae and Freddie Mac, threatening FICO’s dominant position and pricing power. 4️⃣ $BE up 10% after Oracle reaffirmed its commitment to its multi-gigawatt fuel-cell deployment while analysts highlighted Bloom’s manufacturing expansion and AI-data-center power demand. 5️⃣ $META up 3% as investors continued reacting positively to the rapid adoption and expanding business capabilities of its Muse AI agent, including new small-business tools and a broader enterprise-AI push. 6️⃣ $AMAT up 5% with semiconductor-equipment names as AI infrastructure spending continues driving demand for advanced packaging, HBM/memory and leading-edge chipmaking equipment. 7️⃣ $USO down 4% alongside crude as Saudi Arabia’s restart of exports through its Hormuz-bypassing East-West pipeline eased fears of constrained supply from the region. 8️⃣ $GLD up 1% as gold bounced from a seven-week low after its sharp prior-session selloff, even as high Treasury yields and expectations for further Fed tightening continued to limit the rebound. 9️⃣ $LITE up 5% as AI-optics stocks rebounded and bullish analyst commentary highlighted strong optical-transceiver demand tied to AI data-center buildouts. 🔟 $ORCL up 4% as reports of OpenAI’s rapidly growing revenue eased concerns about Oracle’s huge AI infrastructure commitments and strengthened confidence that its massive OpenAI-linked backlog can translate into cloud revenue. Market News 🆕 OpenAI launched Dots AI agents powered by GPT-6 Astra. 🆕 Trump met with top AI executives on Tuesday to discuss safety and data center locations. Upcoming Events 9/30/26 ➡️ ADP Nonfarm Employment Change (Sep) ➡️ PCE Prices (Q2) ➡️ Earnings: $MU, $CAG, $JBL, $PRGS, $FDS, $BSET *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $KOD up 177% after Kodiak Sciences said its pivotal Phase 3 DAYBREAK trial in wet age-related macular degeneration met its primary endpoints, with Zenkuda showing strong durability and a majority of patients reaching a 24-week dosing interval. 2️⃣ $MDB down 18% after CEO Chirantan “CJ” Desai abruptly stepped down to join Meta and lead its new enterprise AI platform, creating leadership uncertainty less than a year into his tenure. 3️⃣ $MU down 3% as memory-chip stocks saw profit-taking following their recent run, while investors also reduced risk ahead of Micron’s September 30 earnings report. 4️⃣ $PANW up 4% as cybersecurity names continued to attract buying following Palo Alto’s launch of its new AI-powered Unit 42 Continuous Frontier AI Defense service and recent positive analyst commentary. 5️⃣ $ARM down 9% as investors took profits following its recent surge, with selling amplified by its premium valuation, broader semiconductor weakness and attention on a recent CFO stock sale. 6️⃣ $BA down 7% after reports that an FAA review of a 737 MAX 10 software issue could delay certification of the aircraft, adding another execution concern for Boeing. 7️⃣ $DASH down 7% as investors continued to digest DoorDash’s $131.5 million New York City settlement over delivery-worker compensation, adding to concerns about regulatory costs and profitability. 8️⃣ $BE down 9% as fallout continued from Oracle’s force majeure notice on the Project Jupiter data-center development, raising concerns about delays and Bloom Energy’s exposure to the massive project after the stock’s recent run. 9️⃣ $META down 4% as investors reacted to reports of OpenAI’s upcoming always-on “o” AI agent, which could intensify competition with Meta following the stock’s roughly 30% September rally. 🔟 $NU down 10% after reports that Nubank is considering an acquisition of U.K. digital bank Monzo for as much as roughly £10 billion, sparking concerns about the purchase price, integration risk and potential shareholder dilution. Market News 🆕 The U.S. 10-year Treasury yields rose to 5.27% on Monday. 🆕 Gold fell below $4,200 on a firmer Dollar and Fed hike bets. Upcoming Events 9/29/26 ➡️ CB Consumer Confidence (Sep) ➡️ JOLTs Job Openings ➡️ Earnings: $CCL, $KMX, $UEC, $CNXC, $AIR *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

RT @ClearStreetLLC: 📊 Market Snapshot | Mon, Sept 28 $SPY -0.5% | $QQQ -0.8% | $IWM -0.7% Notable movers: ↑ $KOD +125.6% — biotech surgin…

Muse Mania, Trade Truces, and Treasury Yields Surge weeklybreakdown.substack.com…

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $MSFT up 3% after Microsoft unveiled a major Copilot expansion featuring new code-generation and agentic AI capabilities, while Oppenheimer raised its price target to $570 on optimism around the company’s enterprise AI strategy. 2️⃣ $COST up 3% following strong fiscal Q4 results, with quarterly net sales rising 11.2% to $93.9 billion, adjusted comparable sales up 6.7%, and digitally enabled sales jumping nearly 20%. 3️⃣ $HUM up 4% after Barclays upgraded Humana to Overweight and raised its price target to $515, citing expectations for improving Medicare Advantage Star Ratings and a better earnings outlook. 4️⃣ $DELL up 5% as enthusiasm built around Dell’s new XPS Googlebook, a premium laptop built around Google’s Gemini AI platform, adding another potential growth avenue alongside Dell’s booming AI infrastructure business. 5️⃣ $META down 3% on profit-taking following its roughly 32% run over the past month, as investors digested the recent Muse-driven rally and continued concerns around the enormous capital spending required for Meta’s AI buildout. 6️⃣ $BE up 8% after Oracle reaffirmed that its 2.4 GW fuel-cell agreement with Bloom Energy remains intact despite concerns surrounding a force majeure notice and potential delays at the Project Jupiter data-center campus. 7️⃣ $AKAM up 3% as shares continued reacting to Akamai’s massive seven-year, $11.6 billion cloud-services agreement with Anthropic, a deal that significantly expands Akamai’s exposure to AI infrastructure spending. 8️⃣ $CRDO up 7% as momentum continued around AI networking demand following Credo’s launch of new 224G ZeroFlap optical transceivers designed for high-speed AI data-center networks. 9️⃣ $PANW down 3% amid broader weakness across cybersecurity stocks, with elevated valuations prompting profit-taking after a strong recent run in the group and no major negative company-specific catalyst emerging today. 🔟 $USO down 3% as crude oil prices dropped sharply on growing hopes that U.S.-Iran negotiations could produce a truce and ease concerns about disruptions to Middle Eastern oil supplies. Market News 🆕 Fed’s Hammack stated that the public’s inflation expectations could worsen. 🆕 Xi concluded his U.S. visit, and the U.S. stated that the two countries will be in continued communication. Upcoming Events 9/28/26 ➡️ Dallas Fed Mfg Business Index (Sep) ➡️ FOMC Member Barkin Speaks ➡️ Earnings: $GNS, $MTN, $IVA, $JEF, $SANG, $ATCH *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $AKAM up 18% after hours after Akamai announced a $11.6 billion, seven-year cloud infrastructure agreement with Anthropic to support its AI workloads, with provisions that could expand the total commitment to roughly $20 billion. 2️⃣ $META up 4% as momentum around its new Muse AI agent continued following Meta Connect, where the company showcased deeper Muse integration across its expanding AI-glasses lineup and other wearable devices. 3️⃣ $NBIS up 7% after BNP Paribas upgraded Nebius to Outperform from Neutral and raised its price target to $399 from $260, citing strengthening AI-compute demand and pricing power in GPU cloud services. 4️⃣ $MRNA up 7% as momentum continued ahead of Moderna's highly anticipated October 24 presentation of full Phase 3 melanoma data for its personalized cancer vaccine developed with Merck, following previously announced positive topline results. 5️⃣ $ORCL down 3% after reports that Oracle sent a force majeure notice tied to its massive Project Jupiter AI data center in New Mexico, raising concerns about potential delays, permitting issues and execution risk surrounding the project. 6️⃣ $ARM down 8% as selling accelerated after CFO Jason Child disclosed a roughly $3.1 million stock sale, while valuation concerns and uncertainty around Oracle's huge AI data-center buildout added pressure. 7️⃣ $RKLB up 5% after Rocket Lab was selected for a spot on the U.S. Space Force's $981 million NITE-STAR contract vehicle for space test, evaluation and training capabilities, helping fuel a broader rally in space stocks. 8️⃣ $GEN down 12% following reports that Gen Digital made an early-stage takeover approach for GoDaddy valued around $12 billion, with investors concerned about the size of the potential acquisition and the financing and balance-sheet implications. 9️⃣ $FSLR down 10% as rising borrowing costs hit solar stocks while First Solar also faced a Baird price-target cut and continued fallout from its decision to withdraw its Section 337 TOPCon patent complaint. 🔟 $TLT down 1% as Treasury yields pushed higher, with the 30-year yield briefly reaching its highest level since 2004 after strong economic data revived inflation concerns and increased expectations for additional Fed rate hikes. Market News 🆕 Oil prices continued to rise as hopes for a diplomatic breakthrough between the U.S. and Iran dampened. 🆕 The U.S. 10-Year Treasury yield hit 5.2% on Thursday. Upcoming Events 9/25/26 ➡️ Michigan Consumer Expectations (Sep) ➡️ Michigan Inflation Expectations (Sep) ➡️ Earnings: N/A *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $MCD down 5% after McDonald’s warned that customer traffic in key markets could remain flat while inflation stays elevated, overshadowing its new long-term growth plan and up to $8.5 billion of support for franchisees. 2️⃣ $CRWD up 5% following a wave of bullish analyst target increases and new platform partnerships, with AI-driven cybersecurity demand continuing to support the growth story. 3️⃣ $AFRM down 5% as Affirm joined a broad selloff in consumer-lending stocks alongside Upstart and SoFi, with rising Treasury yields and renewed expectations for additional Fed rate hikes pressuring rate-sensitive fintech names despite no major company-specific news. 4️⃣ $GOOGL down 4% as Meta’s rapidly growing Muse AI assistant fueled concerns that agentic AI could disrupt Google’s dominant search and digital-ad ecosystem, driving a rotation away from Alphabet shares. 5️⃣ $IONQ up 4% after IonQ announced a breakthrough real-time quantum error-correction decoder and said its Superion 256 system will become the first on-premises quantum computer deployed at NVIDIA’s Accelerated Quantum Research Center. 6️⃣ $MSTR down 3% as Bitcoin pulled back following its recent surge above $87,000, with the highly Bitcoin-sensitive Strategy giving back part of its sharp rally from earlier in the week. 7️⃣ $SHOP down 4% in a sell-the-news reversal following its roughly 14% two-day rally on the Meta Muse partnership, as traders took profits around Meta Connect and concerns about Shopify’s elevated valuation resurfaced. 8️⃣ $USO up 3% as crude oil rebounded sharply after Iran’s president said the country would “never surrender” to the U.S., reviving geopolitical concerns around Middle Eastern supply despite ongoing diplomatic efforts. 9️⃣ $ABNB down 7% as Meta’s Muse AI agent raised fears that consumers could increasingly book travel directly through AI assistants, potentially bypassing platforms like Airbnb, Expedia and Booking Holdings. 🔟 $APP down 4% after Edgewater Research warned that AppLovin’s advertising market-share gains may be reaching a ceiling and that increased competition could pressure revenue growth and spreads. Market News 🆕 The 5-Year Treasury yield topped 5% for the first time since 2007 on Wednesday. 🆕 Trump and Xi are set to meet on Wednesday afternoon to discuss a variety of topics. Upcoming Events 9/24/26 ➡️ KC Fed Manufacturing Index (Sep) ➡️ 7-Year Note Auction ➡️ Earnings: $BB, $COST, $DRI, $LGCY, $SNX, $SCHL *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $IONQ up 8% in after-hours after announcing the industry’s first end-to-end real-time quantum error decoder, a key technical milestone aimed at making large-scale fault-tolerant quantum computing practical. 2️⃣ $BAC down 3% as banks came under broad selling pressure amid concerns around the Fed’s higher-rate path, with Bank of America also facing expectations for at least a 10% year-over-year decline in Q3 investment-banking fees. 3️⃣ $SNDK up 6% after Rosenblatt initiated coverage with a Buy rating and a Street-high $2,400 price target, arguing that booming AI demand is transforming NAND storage into an increasingly critical part of data-center infrastructure. 4️⃣ $SHOP up 7% as investors continued to pile into Shopify following its partnership with Meta to integrate Shop Pay into the new Muse AI assistant, giving Muse users the ability to autonomously shop across Shopify merchants. 5️⃣ $ALAB up 6% as the AI-infrastructure semiconductor rally continued, with Astera Labs benefiting from enthusiasm around its high-speed connectivity products and its recent custom-connectivity design win for d-Matrix processors using Nvidia’s NVLink Fusion ecosystem. 6️⃣ $RCL down 6% as investors reacted cautiously to reports that Royal Caribbean is nearing a roughly $6 billion deal for a majority stake in Sandals Resorts, raising concerns about the potential price and financing of the acquisition. 7️⃣ $SCHW down 6% as rate-sensitive financial stocks remained under pressure following the Fed’s recent rate hike, with higher rates raising concerns about accelerated client cash sorting and pressure on Schwab’s deposit and net-interest economics. 8️⃣ $MRNA up 5% as momentum continued around Moderna’s personalized cancer vaccine after positive Phase 3 melanoma results, with investors looking ahead to the presentation of full late-breaking data at ESMO in October. 9️⃣ $CSCO down 4% after Piper Sandler cut its price target on Cisco, adding to concerns about the company’s growth outlook even as the broader technology and AI complex traded higher. 🔟 $ALL down 5% as insurers joined the broader financial-sector selloff, with investors also weighing rising weather-related catastrophe-loss risk and the potential impact that a higher-rate environment could have on the group. Market News 🆕 Scott Bessent has emerged as a frontrunner for the “AI Czar” role, according to a new report. 🆕 A U.S. official met with an Iranian delegation for several hours, pressuring oil prices as the possibility of an agreement came back into focus. Upcoming Events 9/23/26 ➡️ S&P Global Services PMI (Sep) ➡️ 5-Year Note Auction ➡️ Earnings: $CBRL, $GIS, $CTAS, $PAYX, $SFIX, $FUL, $NEOV *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

portfolio margining used to be a conversation your prime had with their top-tier clients. everyone else got the standard model and a shrug. that's the problem we're fixing.

📊 Market Snapshot | Tuesday, Sep 22 $SPY +1.2% | $QQQ +2.88% | $IWM +0.52% Notable movers: ↑ $BABA - launched Zhenwu V900, China's most powerful AI chip vs. Nvidia ↑ Semis/AI - chipmakers ripping as the AI trade finds its footing again ↓ Oil majors - WTI -3%, Iran signals Hormuz could reopen within days ↓ $ERIC -4% - Morgan Stanley downgrade to underweight Vol: above avg | Breadth: split - tech leading, small caps left behind QQQ gap to IWM is widening. Trump-Xi summit Thursday. Small caps will either confirm or bury the risk-on tone before the week's out.

prime brokerage used to mean white-glove service for the top 10 funds. the rest got whatever was left. that's the problem we're fixing.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $META up 11% after Meta’s new Muse AI assistant surged to the top of Apple’s U.S. App Store, while Wells Fargo raised its price target to $796, fueling optimism that Meta’s massive AI spending is beginning to translate into successful consumer products. 2️⃣ $CRML up 38% after President Trump announced a U.S.-Denmark security agreement involving Greenland, putting Critical Metals’ massive Tanbreez rare-earth project in Greenland back in focus as investors bet on greater U.S. access to strategic minerals. 3️⃣ $WBD up 10% after Paramount Skydance settled with California and other states that had sued to block its $110 billion Warner Bros. Discovery acquisition, removing a major remaining obstacle to closing the deal. 4️⃣ $USO down 3% as crude oil fell to its lowest level in nearly two weeks on hopes for diplomatic progress in the U.S.-Iran conflict and signs that Saudi export volumes were beginning to recover. 5️⃣ $AMD up 9% as Meta’s rapidly growing Muse AI agent fueled expectations for a major increase in CPU demand from agentic AI workloads, helping AMD briefly surpass a $1 trillion market cap for the first time. 6️⃣ $ARM up 17% as enthusiasm around Meta’s Muse AI agent sparked a broad CPU rally, with investors betting that always-on agentic AI workloads could significantly expand demand for Arm-based processors and data-center compute. 7️⃣ $MRNA up 12% after Moderna announced that three abstracts for its personalized cancer vaccine intismeran autogene were accepted for presentation at ESMO, including Phase 3 melanoma data for a high-profile Presidential Symposium. 8️⃣ $UPS down 4% after Bank of America cut its price target from $115 to $108 and lowered earnings estimates, citing weaker domestic package volumes and a sharper-than-expected decline in Amazon shipments. 9️⃣ $MSTR up 9% as Bitcoin climbed to its highest level since January while Strategy disclosed another 950 BTC purchase for roughly $75.7 million, bringing its total holdings to about 846,000 Bitcoin. 🔟 $SHOP up 7% amid the broad risk-on rally in high-growth technology stocks, with continued support from strong operating momentum and recent bullish analyst coverage focused on Shopify’s AI-driven commerce opportunity. Market News 🆕 The U.S. reportedly seeks to phase out Russian uranium ahead of a full import ban. 🆕 The U.S. proposed extending the China trade truce by six months. Upcoming Events 9/22/26 ➡️ ADP Employment Change Weekly ➡️ 2-Year Note Auction ➡️ Earnings: $THO, $KBH, $MLKN, $WOR, $AZO, $AYTU *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

Regional Event Announcement! Traders4ACause is coming back to the Windy City! Join us in Chicago on October 21st at @LUXBARChicago for a regional mixer from 5-8PM CT. Space is limited! 🎟️ Join @zkschell and other traders for food and drink, compliments of @centerpointsec and @T3TradingGroup tickets: traders4acause.org/chicago26

Rate Hikes Return, Crypto Rebounds, & Buffett Steps Down weeklybreakdown.substack.com…

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $MSTR up 16% as Bitcoin surged back above $80,000 amid renewed crypto-regulatory optimism, including progress on legislation tied to a U.S. Strategic Bitcoin Reserve, sending Bitcoin-linked equities sharply higher. 2️⃣ $SNDK up 11% as the memory trade extended its rebound, helped by renewed strength across AI-linked semiconductors and bullish comments from Nvidia CEO Jensen Huang about accelerating chip demand into 2027. 3️⃣ $LRCX up 7% as semiconductor-equipment stocks outperformed during the broader chip rally, with Lam also benefiting from plans for a roughly $1.2 billion manufacturing investment in India. 4️⃣ $NUE down 6% after Nucor guided Q3 EPS to $5.55-$5.65, below Wall Street’s roughly $5.87 expectation, with weaker results expected from its raw-materials segment. 5️⃣ $RKLB down 4% as space stocks broadly pulled back and gave back recent gains, with no major negative Rocket Lab-specific catalyst driving today’s decline. 6️⃣ $GM down 5% as automakers reversed Thursday’s cyclical rotation rally, with GM selling off alongside Stellantis and Ford despite no major company-specific news today. 7️⃣ $HOOD up 9% after the SEC announced a five-year conditional Innovation Exemption for tokenized securities, boosting expectations that Robinhood could benefit from expanded U.S. tokenized-stock trading. 8️⃣ $SLV up 2% as silver extended its rebound above $67 an ounce, supported by a pullback in longer-term Treasury yields that increased demand for precious metals despite the Fed’s hawkish rate hike. 9️⃣ $QCOM down 6% as investors took profits following Qualcomm’s strong recent rally, with the weakness spreading into other smartphone-chip names including Skyworks and Qorvo and no major new company-specific negative catalyst identified. 🔟 $APLD up 6% as AI/crypto infrastructure names rallied alongside Bitcoin and broader risk assets, while Applied Digital also continued to benefit from Wells Fargo naming the stock a top pick with a $50 price target yesterday. Market News 🆕 U.S. Treasury to talk about AI and rare earths this weekend with the Chinese vice premier. 🆕 Warren Buffett officially stepped down as chairman of Berkshire Hathaway as his son, Howard Buffett, was named to the position. Upcoming Events 9/21/26 ➡️ Fed’s Goolsbee Speaks ➡️ Chicago Fed National Activity Index (Aug) ➡️ Earnings: $ABVX *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $TLT up 1% as longer-term Treasury yields eased despite the Fed’s 25-basis-point rate hike, with falling oil prices and increased confidence that inflation can be contained helping spark a rebound in long-duration bonds. 2️⃣ $GNRC up 18% after Generac signed a massive $2.4 billion deal with Amazon to supply generators for its data centers, giving investors another major way to play the booming AI power-infrastructure buildout. 3️⃣ $ARM up 8% after CEO Rene Haas said the company is even more confident it can hit its $2 billion AI-chip sales target, while saying demand has never been stronger and supply is currently the main constraint. 4️⃣ $MRNA up 8% as investors continued aggressively repricing Moderna following positive Phase 3 melanoma results for its personalized mRNA cancer vaccine with Merck’s Keytruda, extending the stock’s huge recent oncology-driven rally. 5️⃣ $SMCI up 9% as AI-server stocks surged after a Goldman Sachs forecast projected the global AI-server market could reach roughly $1.3 trillion by 2030, reigniting enthusiasm around AI infrastructure spending. 6️⃣ $TMUS down 5% as the Fed’s rate hike added pressure to the heavily indebted telecom sector while investors also remained concerned about rising wireless competition, promotional pressure and potentially softer subscriber growth. 7️⃣ $CRWV down 4% after CoreWeave announced plans to raise $3 billion through convertible debt, raising concerns about additional leverage and potential dilution as the company continues aggressively funding its AI infrastructure expansion. 8️⃣ $MSTR up 4% as Bitcoin gained on the day, with no major company-specific catalyst identified behind the move. 9️⃣ $SNDK up 6% as semiconductor and memory stocks rebounded sharply on renewed AI infrastructure optimism, with SanDisk also benefiting from continued enthusiasm around strong AI-related storage demand. 🔟 $HPE up 8% as the AI-hardware trade broadened into server and networking names, with HPE benefiting from renewed data-center spending optimism on top of its recent record results, raised outlook and strong AI order backlog. Market News 🆕 U.S. Treasury yields eased following the Fed’s decision to hike short-term interest rates, anchoring inflation expectations. 🆕 The U.S. is delaying a tariff announcement until after the Xi-Trump summit. Upcoming Events 9/18/26 ➡️ FOMC Member Bowman Speaks ➡️ Fed’s Schmid Speaks ➡️ Earnings: N/A *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $GNRC up after Generac announced a massive Amazon data-center generator agreement worth roughly $2.4 billion in expected 2027–2028 deliveries, with the relationship potentially reaching $8 billion and including warrants for Amazon. 2️⃣ $CIFR up 10% after ERCOT conditionally cleared two major Texas data-center projects representing roughly 3.2 GW of potential capacity, strengthening the company's AI/HPC infrastructure growth story. 3️⃣ $SPCX up 5% after the company set September 22 for Starship's first orbital flight carrying Starlink V3 satellites, renewing optimism around the company's launch and next-generation satellite roadmap. 4️⃣ $LITE up 9% following its recent selloff, with continued enthusiasm around AI data-center connectivity demand helping bring buyers back into the group. 5️⃣ $JBHT down 13% after it warned that sharply higher diesel and driver costs are pressuring margins and could reduce near-term earnings, weighing heavily on the transportation stock. 6️⃣ $ON down 9% amid renewed selling in chip names, with today's move appearing primarily sector and momentum-driven rather than tied to a major new company-specific announcement. 7️⃣ $USO down 3% as crude oil prices dropped after reports that Saudi Arabia was offering additional barrels through Oman, easing near-term supply concerns despite continued geopolitical tensions. 8️⃣ $GS down 4% after Goldman Sachs CEO David Solomon said the firm's third-quarter fixed-income, currencies and commodities business was running slightly softer, while the Fed's rate hike also pressured the broader market and financial shares. 9️⃣ $CRCL down 6% after the Senate failed to advance the CLARITY Act in a 49-50 cloture vote, dealing a setback to crypto market-structure legislation and outweighing excitement around Circle's launch of its Arc blockchain mainnet. 🔟 $ZCSH up 14% as Zcash rallied strongly against an otherwise weak crypto backdrop, with continued demand for the recently launched spot Zcash ETF and renewed momentum in ZEC driving the fund higher. Market News 🆕 The Federal Reserve raised interest rates by .25% for the first time since 2023, and Fed Chair Warsh stated that inflation is still too high. 🆕 SEC Chief vowed to take action on crypto rules after the Senate bill failed. Upcoming Events 9/17/26 ➡️ Housing Starts (Aug) ➡️ 10-Year TIPS Auction ➡️ Earnings: $IPHA *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $COIN down 10% after the Senate failed to advance the Digital Asset Market Clarity Act, triggering a sharp selloff across crypto and crypto-linked stocks as Bitcoin fell more than 4%. 2️⃣ $QCOM up 4% as semiconductor stocks rebounded from Monday’s AI-driven selloff, with investors buying back chip names on expectations that AI infrastructure, inference, and edge-device demand remain strong. 3️⃣ $GE down 3% after GE Aerospace was hit by a research downgrade and reduced price target, adding company-specific pressure on a day when rising Treasury yields weighed broadly on equities. 4️⃣ $SWKS up 13% after CEO Phil Brace expressed confidence that its $22 billion Qorvo merger is nearing final regulatory approval, while enthusiasm around Apple’s newly unveiled foldable iPhone added another potential demand catalyst for the key RF supplier. 5️⃣ $QRVO up 9% in sympathy with Skyworks as optimism increased that their pending $22 billion merger is approaching regulatory approval and could close sooner than previously expected. 6️⃣ $AXON down 9% after the company announced plans for a $1 billion convertible senior-notes offering, raising dilution and financing concerns while surging Treasury yields added pressure to its premium valuation. 7️⃣ $DLTR down 5% as rising oil prices, Treasury yields near 5%, and renewed inflation concerns pressured consumer stocks on fears that higher borrowing and fuel costs could squeeze household spending. 8️⃣ $BMNR down 8% as Ethereum and the broader crypto complex sold off following the Senate’s failure to advance the Clarity Act, hitting BitMine particularly hard because of its massive ETH treasury exposure. 9️⃣ $SPCX down 3% amid continued profit-taking and rotation out of high-growth assets as Treasury yields pushed toward 5%, with the recent post-IPO share-unlock overhang continuing to weigh on the stock. 🔟 $CRWD up 3% as CrowdStrike extended Monday’s huge cybersecurity rally, with investors betting that growing concerns around AI-driven cyber threats will accelerate demand for security spending and platforms like CrowdStrike’s Falcon. Market News 🆕 Oil prices surged on Tuesday amid a Saudi port loading suspension. 🆕 Crypto stocks broadly fell as the Senate blocked a landmark digital asset bill. Upcoming Events 9/16/26 ➡️ Fed Interest Rate Decision ➡️ FOMC Press Conference ➡️ Earnings: $LEN, $LUXE, $ISPR *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $CRWD up 14% amid a broad rotation into cybersecurity stocks as AI safety concerns increased the perceived need for security and oversight. 2️⃣ $BAC down 5% after CEO Brian Moynihan warned that Q3 investment-banking fees are expected to fall at least 10% year over year while sales and trading revenue is tracking roughly flat, sparking a broader selloff in bank stocks. 3️⃣ $SOXL down 16% as semiconductor stocks sold off sharply after Anthropic’s Dario Amodei, OpenAI’s Sam Altman, and Elon Musk backed slowing the pace of frontier AI development, raising concerns that AI infrastructure and chip demand could eventually cool. 4️⃣ $TRI up 8% as Thomson Reuters benefited from today’s rotation out of AI hardware and into software and information-services names. 5️⃣ $GLW down 13% after Corning announced a $2 billion at-the-market equity offering that raised dilution concerns, while the broader AI-infrastructure selloff added pressure to the fiber-optics name. 6️⃣ $PLTR up 3% as money rotated from AI hardware into software names, with Palantir additionally supported by bullish analyst sentiment and continued enthusiasm surrounding adoption of its AIP platform. 7️⃣ $COIN up 9% as crypto stocks rallied after Senate Republicans released a revised final draft of the CLARITY Act ahead of Tuesday’s procedural vote, boosting optimism around clearer U.S. digital-asset regulation. 8️⃣ $ALAB down 11% as Astera Labs was caught in the broad AI-hardware selloff following calls from major AI leaders to slow frontier-model development, raising concerns over the future pace of data-center infrastructure spending. 9️⃣ $SLV down 2% as silver remained under pressure from rising Treasury yields, a firm dollar, and increasing expectations for a Fed rate hike as elevated oil prices keep inflation concerns alive. 🔟 $CRCL up 7% alongside the broader crypto rally as investors reacted to the revised CLARITY Act language and increased optimism ahead of Tuesday’s Senate vote, an especially important catalyst for Circle given the bill’s implications for stablecoins and USDC. Market News 🆕 Ukraine and Russia reportedly agreed not to hit energy targets as diesel prices hit record levels. 🆕 U.S. House Speaker Johnson stated that AI executives are set to meet with Trump as early as later this week or next week. Upcoming Events 9/15/26 ➡️ ADP Employment Change Weekly ➡️ 20-Year Bond Auction ➡️ Earnings: $FPS, $TCOM, $VRA, $EPM, $BIOX *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

Rates Rise, AI Accelerates, and Apple Folds weeklybreakdown.substack.com…