
Goldman Sachs Stock Slips 0.2% Despite Q3 Earnings Beat
Goldman Sachs (GS) earned $17.01 a share on $18.7B revenue; JPMorgan (JPM) missed but lifted its outlook.
Daily Digest
Daily Digest

Goldman Sachs (GS) earned $17.01 a share on $18.7B revenue; JPMorgan (JPM) missed but lifted its outlook.

They Said Buy tracks stock calls from YouTube creators, pairing exact quotes and links to the precise video moment with what happened to the share price afterward. Revisit the original statement, see the outcome, and put memorable predictions in context.

Apple stock reached a record high near $347 and a $5 trillion market cap after the $299 HomeView launch, a HomePod mini refresh and a JPMorgan target hike.

Soufflé Therapeutics (Boston) closed a $135M Series B led by Juvia Group. It is developing RNA medicines delivered outside the liver, including for muscular dystrophy and heart failure.

Brent crude (BZ=F) is up about 70% this year, as Iran links Hormuz reopening to an end of the US blockade.
Why do economies repeat the same boom-and-bust pattern roughly every 5–8 years? A short walkthrough of the short-term debt cycle - how expanding credit drives spending and confidence to a peak, why rising rates and tighter lending turn the tide, and how the contraction and trough finally clear the way for the next recovery.
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Western Digital (WDC) fell 7.7% and Seagate (STX) 7.3% as memory stocks sold off and UBS cut its WDC price target to $470 from $525 on supply concerns.

Fermi (FRMI) also signed a plan to grow Project Matador by up to 650 MW as AMD backs its $6.5B lease.

The IMF warns debt, sticky inflation and AI borrowing could trigger a disorderly spike in global sovereign bond yields, with the 10-year Treasury near 5.2%.
Johnson & Johnson (JNJ) lifted drug sales 7.7%, but medical device growth of just 2.5% weighed on shares

JPMorgan CEO Jamie Dimon says interest rates could rise further than markets expect as sticky inflation and the Iran war keep pressure on borrowing costs.

Amazon is in talks to buy Decart, an Israeli-founded real-time AI video and chip-portability startup, for about $7B. Talks are ongoing and no deal is final.
Why do some booms run for decades and some busts haunt entire generations? A short walkthrough of the long-term debt cycle - how debt accumulates across multiple short-term cycles until interest payments swallow incomes, why a deleveraging is the only way out, and how deleveragings have actually played out in the 1920s, the post-war boom, and the run-up to 2008.

Treasury yields (US10Y) stay above 5% as AI hyperscalers reach 10% of bond sales and public debt climbs

Domino's Pizza shares fell about 3% after Q3 2026 U.S. same-store sales rose just 0.3%, in line with estimates, as an earnings beat failed to lift sentiment.
Bumble (BMBL) will be bought for $6.05 a share in cash, a 138% premium, in a $1.3B deal with Ithaca Holdings.
UnitedHealth (UNH) lifted its 2026 profit forecast to at least $20.50 a share as Optum margins improved.

Citigroup (C) earned $2.85 a share in Q3 2026 on $23.8 billion of revenue, its best third quarter in a decade, as bond trading and wealth fees drove the beat.

Johnson & Johnson (JNJ) shares slipped after a $5.5B talc settlement charge cut Q3 profit 96%, though sales and adjusted EPS beat and 2026 guidance rose.
Why does productivity matter more than credit for long-run prosperity? A short walkthrough of the engine behind sustainable growth - what productivity actually measures, where it comes from (education, innovation, capital, institutions), why the post-2000 slowdown is squeezing wages, and what happens to debt-fuelled economies when productivity stalls.

SAP agreed to acquire TechWolf, a Ghent-based AI workforce-skills startup, for an undisclosed sum. It is described as a record Belgian VC-backed deal.

The euro (EURUSD=X) slid 0.4% as the dollar index hit 102.58, an 18-month high, on oil and Fed rate-hike talk

SpaceX (SPCX) holds above $160 after a roughly $750 billion rally, driven by Starship's first orbit, a $300 Morgan Stanley target and the Starlink Mobile spectrum deal.
Pump prices are on pace to tie or break 2022's record for days above $4 while Brent crude trades near $106.

Mattel is drawing takeover attention as Seaport upgraded it to Buy and said Authentic Brands' $20-per-share approach is unlikely to be the last bid.

Six Flags (FUN) shares slid after hours Monday, erasing a 4.5% daily gain, as a guest died at a Georgia park.

Gold holds near $4,200 an ounce as lower Treasury yields offset a firmer dollar, with gold ETF inflows at a four-year high before US inflation data on Wednesday.

Universal Quantum (UK) raised over $100M in a Series A co-led by DCVC and Firgun Ventures, the largest UK quantum Series A. It is building trapped-ion quantum computers.

eBay (EBAY) closed at $114.65 on Monday after a 5.8% intraday jump, as live selling drives growth

The 10-year Treasury yield fell about 5 basis points to 5.19% and the 30-year to 5.56% as energy prices eased and bond markets reopened after Columbus Day.
How do heavily indebted countries actually get out from under their debts? A short walkthrough of currency debasement as the long-term cycle's typical endgame - why governments choose inflation over deflation or default, how reserve currencies buy themselves extra time, and why every debasement quietly transfers wealth from savers to borrowers.

The EU froze assets of 826 Russian companies and 743 executives, over half tied to ballistic missile parts.

Crude oil price fell on Tuesday as traders weighed Russia's diesel pledge and eased US sanctions against escalating Houthi–Saudi fighting near the Red Sea.
Broadcom (AVGO) closed at $354.73 as Hock Tan's AI 'casino' comment hit chips; South Korea's Kospi fell 5.5%.

Bumble (BMBL) stock rose about 50% after a report that Ithaca Holdings is in advanced talks to take the dating app private at a roughly $1 billion valuation.

Vesta raised a $30M Series B led by Conversion Capital for AI agents that automate mortgage origination.

The Dow (^DJI) closed at 51,850.55 while the Nasdaq fell 0.44% as investors moved into value stocks.
Why do recessions look so different from one another? A short walkthrough of the three kinds of economic shocks - supply, demand, and financial - how each one moves output and prices in opposite directions, why supply shocks corner central banks into stagflation, and what the 1973 oil crisis, 2008, and COVID-19 actually had in common.

US earnings season opens with JPMorgan, Wells Fargo and UnitedHealth, with profit growth near 30% expected and a 7% options-implied move in UNH stock.

Brent crude (BZ=F) is up about 69% from a year ago, as Trump says oil will 'drop like a rock' after the war.
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