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Key events to watch next week 👇 • Mon - ISM Services PMI Est. 55.7 vs. 55.4 prior • Wed - FOMC Minutes More detail on the Fed’s latest decision and the path for rates. • Thu - Jobless Claims Initial claims est. 195K vs. 197K prior • Fri - Michigan Consumer Sentiment Est. 48.1 - watch inflation expectations closely. Main theme: labor is cooling, growth is holding up, and inflation remains the key constraint. Rates will stay in focus. rhope.app/calendar?date=2026…

The company didn’t miss earnings. Revenue estimates didn’t change. Nothing happened to the product. Yet the stock falls 6%. What changed? Sometimes, it’s simply the price investors are willing to pay for the same future earnings. Our latest note breaks down how higher interest rates move through: • discount rates and valuation • P/E multiples • growth vs. mature stocks • borrowing costs • real yields • cross-asset signals And why “yields up = stocks down” is far too simple. Rates change the hurdle. Growth and cash flows determine whether the business can clear it. Read the full article on rhope → rhope.app/articles/why-a-sto…

30 min to the close - weak jobs, record tech, but bonds aren’t buying the whole story. • S&P 500 +0.68% | Nasdaq +1.14% | Dow +0.34% • September payrolls: +29K vs. +90K expected; unemployment rose to 4.2% • Fed hike expectations fell - but the 10Y reversed its post-jobs drop, back near 5.26% • $NVDA hit a fresh all-time high, briefly pushing its market cap above $5.7T • Oil fell sharply after the G7 agreed to release 100M barrels of diesel and crude reserves • Under the surface: $TSLA +5%, $HPE +7.8%, $ON +5.2%, while $NKE -5.6% and $STX -13% The big signal into next week: equities are embracing the softer Fed path. The bond market remains much less convinced. rhope.app/

$NVDA breaks into all-time highs. Shares just printed a new record at $236.54, pushing Nvidia’s market cap toward $5.75T. The setup behind the move: • Fresh breakout above the May highs • Record $150B buyback expansion still providing a tailwind • Continued strength in the AI infrastructure trade • Analyst estimates moving higher alongside hyperscaler capex expectations After months of consolidation, $NVDA is back in price discovery. Now the question is whether buyers can hold the breakout into the close. rhope.app/stock?t=NVDA

ISM Manufacturing: the headline looks steady. Underneath, things are getting more interesting. September PMI: 54.5 - 9th straight month of expansion. • New Orders 55.3 ↑ • Employment 52.7 ↑ • Backlogs 56.4 ↑ sharply • Customer inventories 41.6 — “too low” • Prices 77.9 ↑ 6.8 pts The respondent comments tell the bigger story: Semiconductors/electronics: orders and delivery times have doubled in some cases, pushing factory backlogs sharply higher. Fabricated metals: orders remain above forecast, but worker shortages and limited steel availability are constraining output. Machinery: AI + data-center demand is tightening domestic steel capacity and pushing costs higher. Chemical products: supply chains are improving, but respondents still flag tariffs, raw-material costs and persistent pricing pressure. The signal: demand is holding up - maybe strengthening - while capacity constraints and input inflation are re-emerging. That 77.9 Prices Index is the number to watch.

The jobs report just changed the tone into the open. September payrolls came in at just +29K vs. +90K expected, with unemployment ticking up to 4.2%. The immediate reaction: • S&P 500 futures +0.8% • Nasdaq 100 futures +1.0% • 10Y yield back near 5.18% • Brent below $100, WTI around $90 • $NKE -~9% after weak FY27 guidance • $STX -~10% on concerns over new HDD capacity At the bell: softer labor is giving both bonds and equities some relief. Now watch whether lower yields are enough to keep tech bid. rhope.app/stock?t=NKE

The AI storage trade just got a supply-side reality check. $STX is down ~10% premarket after Nikkei reported that Toshiba plans to invest roughly $380M to double HDD production capacity for AI data centers by FY2027. $WDC is down ~7% as well. The concern is straightforward: more capacity could eventually mean more competition and less pricing power. Demand for high-capacity storage is still strong. Now the market is starting to price the other side of the equation: supply. rhope.app/stock?t=STX

A very split tape underneath the S&P 500 today. Semis are doing most of the heavy lifting: • $NVDA +1.6% • $MU +1.4% • $AMD +1.0% • $LRCX +3.1% • $AMAT +3.6% Meanwhile $AAPL and $GOOGL are both down ~1%+, with healthcare broadly weak. Energy and parts of industrials are also holding up. Not a broad risk-on move — more of a rotation into semis and select cyclicals. rhope.app/

ISM Manufacturing barely moved. The internals did. September PMI came in at 54.5 vs. 55.0 expected, essentially flat from 54.6 in August. But underneath the headline: • New Orders: 55.3, up from 53.7 • Employment: 52.7, up from 51.2 • Supplier Deliveries: 59.0, still signaling slower deliveries • Prices Paid: 77.9, up sharply from 71.1 So the picture is pretty clear: demand is holding up, hiring is improving, but inflation pressure inside manufacturing is building again. That last part matters for rates.

ISM is still signaling expansion, but the momentum didn’t improve. September Manufacturing PMI came in at 54.5, just below the 55.0 estimate and essentially flat from 54.6 previously. At the same time: • Initial claims: 197K vs. 200K expected • Continuing claims: 1.701M vs. 1.730M expected • Bowman speaks next • Payrolls are the big one tomorrow: 90K expected The takeaway: activity is holding up, labor still looks firm, and tomorrow’s jobs report now carries even more weight for the rates trade. rhope.app/

$ACN is getting a serious reset after earnings. • Q4 revenue: $18.68B vs. $18.03B expected • EPS: $3.29 vs. ~$3.18 expected • New bookings: $22.17B, +4% YoY • Consulting revenue: $9.28B vs. $8.86B expected • FY27 revenue growth guide: 3%–6% Shares jumped roughly 17% premarket. The interesting part is the read-through on AI: for now, enterprise AI spending looks more like a demand driver for Accenture than a disruption threat. rhope.app/stock?t=ACN

Markets are trying to open green, but rates are still the problem. Nasdaq futures are leading, helped by strength in semis and $ACN, while the 10Y is holding above 5.3%. Oil is back above $100, and jobless claims came in at 197K. So the setup into the open is pretty simple: tech strength vs. tighter financial conditions. At the bell, watch whether buyers keep chasing semis, or whether yields start to cap the move. rhope.app/

Adding a second option leg doesn’t just change the cost. It changes the trade. Your breakeven moves. Risk/reward changes. Upside may be capped. And the position starts asking something different from the underlying. A short note on how to read the payoff curve as one structure, not two separate contracts: rhope.app/articles/reading-a…

$MU just delivered another monster quarter, and the stock is barely reacting. • Q4 revenue: $54.23B vs. $51.07B expected • Adj. EPS: $33.42 vs. $31.61 expected • Q1 revenue guide: $61.5B vs. $57.02B expected • Customer commitments: $32B, up from $22B in June • Remaining performance obligations: ~$150B, up from ~$100B last quarter Reuters Shares moved less than 1% after hours despite the beat and guidance. Reuters The interesting part isn’t the beat. It’s how much AI memory demand is already locked in, and how high the bar has become for $MU. rhope.app/stock?t=MU

$HOOD as Robinhood pushes closer to an always-on market. The latest product expansion is a big one: • 24/7 U.S. stock trading, including weekends • AI agents that can research and eventually execute trades • Crypto perpetual futures • Expanded options trading hours • Contracts around earnings outcomes Robinhood is increasingly looking less like a brokerage, and more like an operating system for active retail traders.

Inflation cools. Growth holds. Futures like the mix. • S&P 500 futures +0.45%; Nasdaq 100 +0.47% • August PCE: +0.3% MoM vs. +0.4% expected • Core PCE: +0.2% MoM vs. +0.3% expected • Q2 GDP revised up to +2.2% • ADP: +90K jobs vs. +70K expected • 10Y yield ~5.24%, still near 2007 highs Reuters At the bell: softer inflation is the positive surprise, now watch whether it’s enough to pull yields lower and give equities room to run.

The U.S. is tapping the SPR again. Up to 40M barrels of crude will be offered to energy companies as Washington tries to ease pressure on energy markets. • SPR already below 284M barrels • Lowest level since 1982 • WTI ~$90 • Brent ~$104 • Gasoline prices remain ~50% above pre-war levels Oil is falling today. Now the question is whether reserve releases can keep it there.