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Oct 11, 2026
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6 min read
No Auctions This Week. CPI, the Banks and TSMC Take the Stand.
Oct 10, 2026
Buyers Found 5.3% | AI Got a Smaller Number | Diesel Ran 8%
Oct 9, 2026
5 min read
AT&T, Verizon and T-Mobile fell 10% to 13% after SpaceX's spectrum deal. Humana rose 11% after ratings that lift its 2028 bonuses. Delta cut its outlook by a quarter and finished flat.
Oracle shed about $23 billion on a day a report put OpenAI's run rate near $50 billion. Overnight, the three big carriers lost about $38 billion after a SpaceX spectrum deal. Delta cut its outlook, citing fuel.
Oct 8, 2026
Brent held most of a 5.7% spike after Trump ruled out a pre-election strike. A $20 billion gap in OpenAI's reported revenue deepened a chip selloff. The 30-year sold at 5.618%.
The 10-year auction drew deep real-money demand. Brent jumped almost 5% before the open. The 30-year sells at 1 p.m.