NEWS: FINTECH.TV is expanding U.S. distribution through ExperiHaus, bringing our 24/7 channel into short-term rentals and boutique hotels.

CapEx demand has "some legs to it," and it could keep adding to growth well into 2027. Jeffrey Roach of @LPL tells @RemyBlaireNews that's one reason he doesn't see a near-term recession, even as some data points to the consumer pulling back a little.

AI's memory drain is pushing up costs for laptops and phones, and $AAPL is already passing it along in price hikes. Matthew Tuttle, CEO & Founder of @TuttleCapital, tells @RemyBlaireNews he's "getting real laser focused" on software names like $NOW and $MDB that make AI models actually work inside organizations.

Stocks have just moved out of September, historically the weakest month of the year, and into Q4, typically one of the strongest. NYSE Market Strategist @Eric_Criscuolo tells @RemyBlaireNews the AI trade filters into far more than just tech stocks, hitting construction, energy, and financials too, as banks and private credit help fund all the buildout.

A full rulemaking process at the SEC or CFTC takes 18 to 24 months, setting up a big push to get crypto rules finalized before 2028. @KristinSmith, President of @SolanaInstitute, tells @RemyBlaireNews once people start relying on products like tokenized equities, which can trade all hours of the day, "nobody's going to want to undo those rules."

People are "glossing over" both AI risk and quantum risk, and it's going to be a lot harder to solve than most assume. William Herkelrath, CEO of @Algorand, tells @RemyBlaireNews companies aren't going to solve this alone, they're going to need partners to help them get there.

🎥 @VardaSpace just raised $250 million at a $1.6 billion valuation, and they're already putting it to work. CEO & Co-Founder @WillBruey tells @JD_Durkin they used some of that capital to launch two commercial reentry vehicles this week, with a 26-year-old engineer becoming the first person to fly multiple simultaneously.

$NKE is down about 50% year to date and is the weakest name in the Dow. @mcmonaghan of @FounderETFs tells @JD_Durkin this is what happens when you replace a founder's "vision, their execution, and their grit" with a board-hired CEO "who all they do is look at the numbers."

Today’s @NYSE Notables with @jd_durkin: 🔴 Nike $NKE -3.64% sinks to its lowest level since 2013 after a revenue miss, weak full-year outlook and plans for more job cuts

Analyst Calls of the Day with @jd_durkin: ➡️ Airbnb $ABNB: KeyBanc upgrades to Overweight, citing AI upside ➡️ Netflix $NFLX: Citi reiterates Buy ➡️ Northrop Grumman $NOC: RBC downgrades to Sector Perform

Today on Taking Stock | Stocks rise after cool jobs report eases Fed rate-hike bets. @FounderETFs on this week's economic data, Southport Acquisition Corp II celebrates their IPO + @VardaSpace announces a $250M Series D raise! @jd_durkin has more. x.lingyaoai.com/i/broadcasts/1qJVmyaqr…

"Tokenization is not a hammer looking for nails." Roy Ben-Hur, Managing Director at @Deloitte, on why institutions have to pick their use cases, and the ones he points to: collateral optimization and repo. With @KristinReports, live from @NYSE.

Mortgage rates are back above 7% and rate-sensitive sectors are where selectivity matters most heading into earnings season. Natalia Lojevsky of CIFC Asset Management tells @RemyBlaireNews to watch anything "exposed to the weakest consumer," as that pressure shows up in the weakest corporate borrowers.

The Senate just passed the bipartisan Protect College Sports Act to regulate NCAA sports, with 77 votes, near consensus by political standards. @RickHorrow, CEO of @HorrowSports, tells @RemyBlaireNews the bill includes a $50 million limit, one-year transfer rules, and a 20-team super conference cap, though it still has to clear the House before becoming law.

September's jobs report missed expectations, sending October rate hike odds to around 20% and pulling the dollar lower. Fed officials including New York Fed President John Williams and Vice Chair Philip Jefferson signaled the board may need more time before raising rates again. The euro is bouncing from 17-month lows but still struggling, with French and German 10-year yields at crisis levels. A spread widening to 200 basis points or more could push the euro lower still. Presented by @CorpayFX

Wage growth just hit its weakest pace in about five years, up only 3% year over year, while CPI is running at 3.4%. @hamrickisms of The Hamrick Brief tells @RemyBlaireNews this jobs report was "steady but unspectacular," with downward revisions making for a reduction of 60,000 jobs over the prior two months, and July now showing a contraction.

You can tokenize a bond, but the buyer's cash may still sit in a bank account. A new report from GDF, FIX, and Deloitte says making the two systems talk may be one of the defining infrastructure challenges ahead. Roy Ben-Hur of @Deloitte with @KristinReports, live from @NYSE.

Convergence, Not Replacement: Deloitte on Tokenized Finance | Startup to Stock Exchange x.lingyaoai.com/i/broadcasts/1yxBePAon…

Oil is extending losses after the G7 announced plans to release up to 100 million barrels of diesel and crude. @GasBuddyGuy of @GasBuddy tells @RemyBlaireNews what happens next geopolitically is "hard to predict," leaving it unclear whether gas prices move up or down from here, even as some states find relief using levers like diesel tax waivers.

September nonfarm payrolls added just 29,000 jobs, well below expectations, with unemployment ticking up to 4.2%. NYSE Market Strategist @Eric_Criscuolo tells @RemyBlaireNews yields and rates came down right after the print, calling it "exactly what the market wanted."