Cooler Inflation, a Record Chip Quarter, and a Split Quarter-End

Podcast: The Circuit Brief · The Circuit Brief

Opublikowano: 2026-10-01

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Thursday, October 1, 2026. August PCE inflation cools to 3.4% (core 3.0%), both below forecasts, and ADP adds 90,000 jobs - but 10-year Treasury yields near 5.29% keep stocks mixed as Q3 closes: S&P 500 7,651, Dow 50,906, Nasdaq 26,861. The Nasdaq led September and the quarter while the Dow lagged. Brent eases near $103 as Middle East exports recover to ~98% of pre-war levels. Micron posts a record $54.2B quarter with 87% gross margin and guides to $61.5B on AI memory demand - what it says about the HBM...