The US 10Y Note Yield officially rises above 5.30% and hits its highest level since April 2002. This puts the 10Y Note Yield up +55 basis points this month and +138 basis points since the March 2026 low.

12:50 PM - US President Trump: You’ll See Thing Happening Very Soon On Iran - ‘Almost Have Total Control’ Of Hormuz Strait

Chump change. No wonder it failed

$HUT Hut 8 Chief Strategy Officer did not sell 1.5mln shares in the open market and has not sold shares since co. started

The Financial Times reports US oil and gas firms warn diesel prices may need over a year to return to 2025 levels. A Dallas Fed survey of 100 energy companies found nearly half expect diesel to take more than four quarters to normalize. Respondents cited disruption to Middle East supply from the Iran war and Ukrainian strikes on Russian refineries as key factors tightening global diesel availability. An industry respondent said diesel is critical to economic activity and the market is only beginning to feel the impact of high prices. The Trump administration has discussed measures including restricting diesel exports and urging allies to release stocks to curb domestic fuel costs. Analysts warn an export ban could boost US supply short term but may lift fuel prices longer term and disrupt Europe and Latin America, which rely on US diesel shipments.

$FDX  FedEx ordered 2,000 electric trucks from startup Harbinger in a $300 million deal, Harbinger's biggest order ever, as the company is reportedly considering an IPO, per TechCrunch.

" $IVAI is a publicly listed closed-end investment fund providing public-market investors with exposure to private artificial intelligence companies. The fund primarily invests in late-stage businesses across AI infrastructure and applied AI and is advised by Ives Ultra Capital Management LLC." This will be very interesting. Nice catch @valwithcatalyst

$LQDA Judge denied Liquidia’s motion to strike $UTHR’s arguments and evidence in the ’327 patent case. That’s a procedural loss, not a final verdict. No ruling yet on infringement, validity, or an injunction.

$PUSA - Powerus to Complete Merger with Aureus Greenway Holdings October 1 and Trade as PUSA on Nasdaq - Click For Release](tradewirellc.ddns.net:81/api…)

WOW The chances of the Fed raising rates next month just dropped significantly today There is now a 34% chance we get a rate hike next month, down from the 69% chance we were pricing in just yesterday

Middle East crude exports have recovered to 98% of prewar levels, per JPMorgan

Mexican officials said the government is increasingly confident of a trade deal with the U.S. that could cut tariffs on key exports including steel, aluminum and light vehicles. Officials said negotiators are working toward lowering the U.S. tariff on Mexican light vehicles from 25% to 15% nominal; because the 25% rate only applies to non-U.S.-origin content, the effective duty could decline to about 10–12%. Mexico is seeking terms better than those Ottawa secured last month — Washington offered Canada a 15% nominal rate that could translate to roughly a 7% effective rate after regional-content discounts. Officials said they are also optimistic about cutting U.S. steel and aluminum tariffs that currently run as high as 50%, but specific reductions have not been decided.

$PLTR - new $250M contract from the IRS , being leaked on source code, sm circulation  No news PR out on this

$ELMT Contract Award: On September 30, 2026, Elmet Group Co. announced it received a $36 million contract from the Defense Logistics Agency to supply molybdenum and tungsten alloys to the U.S. National Defense Stockpile. (Visit stockinsights dot ai for full context)

$HOOD TO LET CUSTOMERS TRADE SELECT US EQUITIES 24/7, INCLUDING WEEKENDS - Robinhood Agents and Agent Apps coming soon to eligible US customers - Perpetual futures trading inside the app for eligible US customers in the coming months - New earnings contracts in its prediction markets hub ahead of Q3 earnings season, offered with Cboe CBOE with no contract or exchange fees through year-end - Robinhood Social going live tonight to all eligible US customers

WSJ: MIDDLE EAST OIL EXPORTS REBOUND AS IRAN'S HORMUZ CHOKEHOLD BREAKS DOWN: WSJ IRAN OIL INVENTORIES OUTSIDE NAVAL BLOCKADE COULD BE DEPLETED BY MID-OCTOBER: KPLER VIA WSJ SAUDI, IRAQI SHIPMENTS ACCELERATE AS U.S. NAVAL CONVOYS RESTORE GULF CRUDE FLOWS *U.S. BLOCKADE REDUCES IRANIAN EXPORTS TO NEAR-ZERO WHILE NEIGHBORS MAINTAIN MARKET SHARE

$SOC AI summary The bad: •Volumes missed badly. July–August sales averaged 32,000 bopd versus earlier estimates of 38,000 for July and 42,000 for August. The release never mentions the prior guidance, which is a tell. •Hondo slipped again. The restart moved to Q4 from the previous September target, and back in June management had said Hondo would start in June. That's two quarters of slippage in three months. •They can't sell what they produce. LFC only processes about 80% of Harmony/Heritage capacity, and third-party takeaway is constrained. The bottleneck is surface infrastructure and marketing, so the fix depends partly on other parties. •Market reaction: SOC fell about 8%, and the market cap is now around $685 million, down from about $1.76 billion in June. The good: •The perf add economics are excellent. About 600 bopd for $800k each means payback in weeks at current prices, even after royalties and working interest. The four extra operations add roughly 2,400 bopd. •The wells are fine. Management says the wells are outperforming and the delays are surface constraints, not reservoir issues. They also say 2027 guidance of 50–55k bopd is still achievable. •The sell side is holding. Stifel kept its Buy with an $8 target, and Roth kept its Buy with an $11 target. The October exit rate of about 45k bopd is the number to watch. If they hit it, the thesis is intact and just late. If they miss it too, this management team's guidance loses credibility, and the credibility is already thin. The release is also worded softly ("anticipates," "expected") around the regulatory approval, so treat the Q4 Hondo date as a hope, not a commitment. Not financial advice, just a read of the release.

DEA Judge Pauses Marijuana Rescheduling Hearing As Opponents Highlight Government Report Detailing ‘Gaps’ In Federal Processes -- MM

MEDIATORS PUSH TO BREAK US-IRAN DEADLOCK AS TALKS REMAIN STALLED — FT

AI boom drives robot makers Fanuc, Yaskawa to step up shift from China to US - NIKKEI