Stock Market Blog
Daily stock market analysis, trade alerts, and trading education from Ross Givens and the Traders Agency team.

Boeing and SPEEA Reach Revised Four-Year Tentative Deal With 10% Raise Set for Oct. 16 If Approved
Boeing and SPEEA's negotiating team reached a tentative four-year deal with a 10% wage increase effective Oct. 16 if approved, replacing a rejected 3% first offer, ahead of an Oct. 6 contract deadline.

Nvidia in Talks to Anchor Anthropic's Potential $100 Billion IPO, Reuters Reports
Reuters reports Nvidia is in talks to be an anchor investor, of up to $10 billion, in a potential Anthropic IPO that could raise up to $100 billion at a roughly $2 trillion valuation, with the listing expected before November's U.S. midterms.

GameStop CEO Ryan Cohen Buys 1 Million Shares for About $20.3 Million
GameStop CEO Ryan Cohen bought 1 million shares for about $20.3 million at an average $20.375 apiece, lifting his direct stake to 39.347 million shares, according to SEC filing reporting from CNBC and Investors.com.

Bessent Says US Will Sanction Unnamed 'Large Bank' on Monday, Sept 14, as Iran Pressure Campaign Escalates
Treasury Secretary Scott Bessent says the US will sanction an unnamed large bank on Sept 14 as part of its Iran pressure campaign, after earlier actions against the Dubai branches of Egypt's second-largest bank and a Turkish bank.

Stock Market Today: Technology Leads While S&P 500 Advances
Technology led the session while the S&P 500 advances. See the validated market scorecard, sector performance, and what traders are watching next.

Why Fridays Can be a Dangerous Day for Traders
Friday can create a sense of urgency that has nothing to do with the setup in front of you. That’s when otherwise disciplined traders start making expensive exceptions.

Saudi Arabia Shuts East-West Crude Pipeline After Attacks Near Riyadh and Madinah
Saudi Arabia's Energy Ministry said it shut the East-West crude pipeline after attacks in the Riyadh and Madinah regions, CNBC reported, with Oilprice.com via Yahoo Finance detailing capacity and export risks.

Vertiv Agrees to Buy Microgrid Specialist UtilityInnovation Group in Deal Worth Up to $2.6 Billion
Vertiv said it agreed to acquire microgrid specialist UtilityInnovation Group for about $1.45 billion in cash at closing, with an earnout of up to $1.15 billion that could lift total consideration to roughly $2.6 billion, extending Vertiv upstream to onsite power and grid interconnection for AI data centers.

Kroger Cuts FY2026 Identical-Sales Outlook to 0.2%-0.8% After Q2 EPS Rises to $1.05, Holds Adjusted EPS Guidance
Kroger's Q2 fiscal 2026 EPS rose to $1.05 from $0.91 as the company lowered full-year identical-sales guidance to 0.2%-0.8% without fuel while reaffirming adjusted FIFO operating profit and adjusted EPS targets, citing first-half results and the macro environment.

The AI Boom Is About to FLIP… Here’s What I’m Buying Instead
AI bubble stocks to buy are riskier than ever as costs hit zero. See why gold, oil, and copper beat the Mag 7 now.


SpaceX CFO Says New AI Hosting Deal Worth $1.11 Billion a Month Starts December 1, Adding About $13 Billion in ARR
SpaceX CFO Bret Johnsen said the company closed a new AI hosting deal worth about $1.11 billion a month starting December 1, adding roughly $13 billion in ARR alongside existing Google and Anthropic compute contracts in its Colossus data centers.

August CPI Rises 0.4% as Expected, but Core at 0.3% Lifts September Fed Hike Odds to About 90%
August CPI rose 0.4% as expected, but a firmer 0.3% core reading and a 3.9% gasoline jump pushed CME-tracked September Fed hike odds to about 90%, per CNBC.
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