Thursday's AI-driven sell-off was the third big drop for the Nasdaq over the last month and suggests speculative and momentum trading losing steam. Consumer sentiment is due today.

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.

Investors await job cuts data and scrutinize results from Qualcomm, Arm Holdings, and DoorDash. Stocks bounced yesterday as the Supreme Court heard tariff arguments. Chips gained.

Stocks are lower across the board as investors digest a weak Challenger report, Q3 earnings and stretched tech valuations.

The dollar index ($DXY) broke 100 on Tuesday, October 4th for the first time since August 1st.

Today features a look at October hiring, along with McDonald's and DoorDash earnings, as the Supreme Court hears arguments on tariff policy after Tuesday's chip market plunge.

Palantir topped consensus estimates and investors await Advanced Micro Devices after today's close. Chip stocks keep rallying, but breadth is narrowing, a possible sign of caution.

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

Investors will shift focus to another packed week of corporate earnings and a light lineup of economic data while they continue to digest the latest Fed rate cut.