The Financial Wolverine

Major financial news, IPOs, earnings, and macro — for finance professionals, market operators, and early investors.

[The Financial Wolverine @3FinanWolverine]

After today, Financial Wolverine’s back. Major news, IPOs, earnings, macro... Let’s Go

[The Financial Wolverine @3FinanWolverine]

@StokPix I think it's a good sign. It should help continue to build trust.

[The Financial Wolverine @3FinanWolverine]

Rocket Lab just signed the biggest commercial deal in Electron's history: 20 dedicated launches for Tokyo's Synspective, flying 2028–2031.

That takes Synspective to 47 Electron missions total, the most of any Rocket Lab customer, with 34 still to fly.

Terms weren't disclosed, but at roughly $7.5M a launch, that's about $150M at sticker price.

Rocket Lab's launch backlog is now over 100 missions. $RKLB is up 4.5% premarket to $72.85.

[The Financial Wolverine @3FinanWolverine]

AI was supposed to kill the consultants. $ACN

Accenture is up 18.8% premarket to $218. Q4 EPS came in at $3.29 vs $3.19 expected, and revenue at $18.7B vs $18.05B, up 7% in local currency.

FY27 growth is guided at 3–6% vs 3.9% expected. FY26 revenue was $74.2B with a record $11.5B returned to shareholders.

The stock bottomed at $118 this year. If it opens here, that's about 85% off the low. It turns out rhe companies building AI still need someone to install it.

[The Financial Wolverine @3FinanWolverine]

September on the books: the bond market ran the tape.

The 10-year went from 4.76% to 5.29%, up 53 bps in a month.

Nasdaq +1.9%, S&P −0.5%, Dow −4.3%, Russell 2000 −5.4%. Gold −6.6% to $4,187 as real yields bit. Oil +5.4% to $90.

Bitcoin +6.4% to $83.6K. Stock of the month in the bad sense: FICO, −48% in September alone.

Tech carried the indexes while everything rate-sensitive got crushed. Q4 starts with the 10-year above 5%.

[The Financial Wolverine @3FinanWolverine]

@venaodiver @grok Larrys like I got this bro.

[The Financial Wolverine @3FinanWolverine]

Paramount just cleared the last hurdle on its $110B takeover of Warner Bros. Discovery.

A federal judge signed off on its settlement with 12 states today, and the deal closes Tuesday, Oct 6.

Mattel CEO Ynon Kreiz comes in as co-CEO to chase $6B+ in merger savings. Zaslav leaves with more than $550M. $PSKY closed up 3.4% at $10.33.

[The Financial Wolverine @3FinanWolverine]

Google $GOOG just dropped Gemini 4 Argon, its first new flagship since Gemini 3 last November.

It can output up to 1M tokens, up from 64K.

The catch is you can't use it. It's only going to vetted cyber defenders for now while it goes through the government's pre-release safety review, and there's no public release date.

GOOGL is up 1.7% after hours on a model almost nobody can touch.

[The Financial Wolverine @3FinanWolverine]

Micron $MU just printed $54.2B in revenue vs about $51B expected.

Adjusted EPS $33.42 vs $31.61. Gross margin 86.8%.

Next quarter guided to $61.5B. The stock: $1,051 after hours, down about 1%. Up roughly 270% this year, it had the beat priced in already.

When a quarter this big can't move the stock, the market is asking whether margins have peaked.

[The Financial Wolverine @3FinanWolverine]

Micron $MU is at $1,067, up about 270% this year and still 12% below its June record.

After the bell it reports a quarter it guided to $50B in revenue, $31 a share and an 86% gross margin. The Street wants more, $50.9B and $31.49, both above the middle of the guide, in a quarter with an extra week.

The next-quarter guide is the number that matters. The AI memory trade gets its verdict tonight.

[The Financial Wolverine @3FinanWolverine]

@StokPix The energy deals are likely to be a revolving door of activity the next few years.

[The Financial Wolverine @3FinanWolverine]

Announcement today that South Korea is putting $200B into US energy projects, including $54B for Alaska LNG but it isn't official yet.

The Alaska project is an 807-mile pipeline and up to 20M tons a year of LNG, about a week's sail to Korea vs 3+ weeks from the Gulf Coast.

[The Financial Wolverine @3FinanWolverine]

@StokPix It's going to go swimmingly , 0% chance anyone will lose mone.

[The Financial Wolverine @3FinanWolverine]

Robinhood is putting AI agents inside the app for 28.6M funded customers.

They can trade stocks, options and crypto from a separate account.

Approval of each trade is on by default. One toggle turns it off, and the agent trades on its own.

Also coming: bitcoin and ether perpetual futures at up to 10x, intraday buying power doubling to 4x, and weekend stock trading in early 2027.

Robinhood's own fine print says it doesn't supervise or audit the agents, and you assume all the risk. 150,000 agent accounts are already open since May. $HOOD

[The Financial Wolverine @3FinanWolverine]

@mikealfred I do appreciate your enthusiasm.

[The Financial Wolverine @3FinanWolverine]

@SelfMadeMastery It already is...

[The Financial Wolverine @3FinanWolverine]

The 30-year Treasury closed Tuesday at 5.59%.

The 10-year closed at 5.26%, the highest since 2007.

Freddie Mac's 30-year mortgage rate is back to 7.03%, the first reading above 7% since January 2025, up from 6.30% a year ago.

Core PCE at 8:30 decides whether 7% mortgages stick.

[The Financial Wolverine @3FinanWolverine]

@craigweiss This is like saying water is wet.

[The Financial Wolverine @3FinanWolverine]

@WatcherGuru Pretty soon we'll have to be up all night watching candles.

[The Financial Wolverine @3FinanWolverine]

@GRAVEHOPP187 250 is nothing, do you live under a rock?