Levi | Stock Updates

Fast, accurate, consistent, and reliable stock market news — and much more than just stocks.

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[Levi | Stock Updates @StockMKTUpdatez]

🚨 NYSE REPORTEDLY BEGINS TESTING FIRST HUMANOID AI TRADER ON THE EXCHANGE FLOOR

The New York Stock Exchange ($ICE) has reportedly introduced a humanoid robot named "Atlas" to a dedicated trading workstation as part of a pilot program exploring agentic AI in financial markets.

The system is designed to independently analyze real-time market data, identify trading opportunities, and simulate trade execution with minimal human intervention.

More info to come.

[Levi | Stock Updates @StockMKTUpdatez]

CoreWeave $CRWV stock is currently down by more than 13% today

🔴

[Levi | Stock Updates @StockMKTUpdatez]

RATE HIKE ODDS ARE RISING

There is now a 49% chance we get another rate hike from Kevin Warsh and the 🇺🇸 Fed this month

[Levi | Stock Updates @StockMKTUpdatez]

Netflix $NFLX is laying off ~6% of its workforce impacting ~1,000 positions globally - WSJ

[Levi | Stock Updates @StockMKTUpdatez]

Honeywell $HON just announced the launch of Forge Cognition

"a self-contained agentic AI and simulation platform for facility operations"

Honeywell said it developed the technology with Nvidia $NVDA and Dell Technologie $DELL

"Facility teams must sift through alarms and equipment data to identify problems, plan maintenance and manage energy use. Forge Cognition combines real-time digital twins with AI agents to help operators understand facility conditions, simulate operating scenarios and autonomously coordinate actions across supported existing systems, helping improve asset reliability, energy efficiency and operational performance."

[Levi | Stock Updates @StockMKTUpdatez]

Apple $AAPL CEO John Ternus just posted this:

“Welcome HomeView”

[Levi | Stock Updates @StockMKTUpdatez]

WORKDAY $WDAY AND ANTHROPIC JUST ANNOUNCED A NEW PARTNERSHIP

Workday's Sana AI agents now connect with Claude for HR and finance work

- Users can start a task in Sana or in Claude and pick it up in the other
- Workday's existing permissions and audit controls apply to every action
- Users confirm every change
- Early access now, general availability expected in late 2026

Anthropic runs its own finance and HR on Workday, and Workday uses Claude Code to build its products.

[Levi | Stock Updates @StockMKTUpdatez]

The average American 🇺🇸 pays 38.3% more for electricity in 2026 than they did in 2020 - Bloomberg

[Levi | Stock Updates @StockMKTUpdatez]

There is currently a 76% chance that DeepSeek is a public company within China by the end of next year
https://t.co/95ZD1WPmtW

[KraneShares @KraneShares]

China's stock market has seen a deep divergence in 2026.

Mainland hardware technology stocks have delivered solid performance, while internet and consumer platforms have sold off despite their strong relevance to the AI story.

Meanwhile, China's IPO pipeline is filling up fast. After CXMT and @UnitreeRobotics made their debuts, Yangtze Memory (YMTC), @deepseek_ai, @Kimi_Moonshot, and others are still to come.

Could a peaking capex cycle drive a profitability rebound for internet giants like $BABA, and could that spark a re-rating?

Join KraneShares CIO @ahern_brendan and Head of International @Dr_XiaolinChen for a Q3 update on China's market, the upcoming IPO pipeline, and how $KWEB and $KSTR seek to capture both sides of the opportunity.

Register: https://t.co/vlqChco2FH

[Levi | Stock Updates @StockMKTUpdatez]

CIRRUS LOGIC TRIED TO TAKE ON SEMICONDUCTOR'S ACQUISITION

Cirrus Logic $CRUS made an unsolicited acquisition offer for Synaptic $SYNA last month

The cash-and-stock bid led On Semiconductor $ON to revise its agreement with Synaptics to all cash instead of all stock and to $123 per share.

Synaptics' board seriously considered Cirrus Logic's bid and held negotiations with the company before ultimately deciding that a revised offer from Onsemi was in the best interest of shareholders

(Source Bloomberg)

[Levi | Stock Updates @StockMKTUpdatez]

RAMP just raised $1.85 Billion at a valuation of $60 Billion Congrats

@RampCapitalLLC
https://t.co/srJrcDQmbi

[IPO Newsroom @IPONewsroom_]

RAMP RAISES $1.85 BILLION AT A $60 BILLION VALUATION

Ramp has raised $1.85 billion in a new funding round that values the company at $60 billion, per Bloomberg.

[Levi | Stock Updates @StockMKTUpdatez]

This is how every stock in the S&P 500 performed today
https://t.co/RQ1zN4Mnnv

[WOLF @WOLF_Financial]

HERE'S WHAT THE 🇺🇸 STOCK MARKET LOOKED LIKE TODAY

Up:
Datadog $DDOG +7.1%
Ciena $CIEN +5.6%
Palantir $PLTR +5.2%
Palo Alto Networks $PANW +5.1%
Twilio $TWLO +4.9%
CrowdStrike $CRWD +4.6%
Constellation Energy $CEG +4.6%
Flex $FLEX +4.4%

Down:
T-Mobile $TMUS -13.3%
AT&T $T -10.9%
Verizon $VZ -10.1%
Deere $DE -4.9%
Comcast $CMCSA -2.6%
Valero $VLO -2.3%
3M $MMM -2.2%
Intel $INTC -2.2%

All three of the biggest U.S. wireless carriers fell more than 10% on the same day, with T-Mobile, AT&T and Verizon at the bottom of the S&P 500.

Software and cybersecurity rallied, led by Datadog, Palantir and Palo Alto Networks, as CrowdStrike and Palo Alto made back Wednesday's losses. AI power names rebounded too, with Constellation Energy up 4.6% after Thursday's drop.

[Levi | Stock Updates @StockMKTUpdatez]

Visa $V is set to extend its winning streak to 7 trading days in a row - SA

🟢🟢🟢🟢🟢🟢🟢

[Levi | Stock Updates @StockMKTUpdatez]

The Magnificent 7 stocks are all Green today

🟢🟢🟢🟢🟢🟢🟢

[Levi | Stock Updates @StockMKTUpdatez]

Anduril is investing $3.7 Billion to build a major new shipbuilding facility at Sparrows Point, Maryland
https://t.co/h0OT4EG8vP

[IPO Newsroom @IPONewsroom_]

ANDURIL TO INVEST $3.7B IN MARYLAND SHIPYARD, EXPANDING INTO U.S. NUCLEAR SUBMARINE PRODUCTION

Anduril Industries is investing $3.7B to build a major new shipbuilding facility at Sparrows Point, Maryland, marking a significant expansion beyond drones and autonomous systems into the U.S. submarine industrial base.

The facility is expected to begin operations in 2030 and reach full production in 2031, employing about 3,100 people.

Anduril plans to manufacture large prefabricated sections for Virginia-class nuclear attack submarines, including super modules and casings that will be shipped to the Navy’s primary submarine yards for final assembly.

The Navy portion of the agreement carries a performance-based ceiling of $2.9B for submarine components produced at the site.

Once fully operational, the facility is expected to add roughly 9 million labor hours annually and increase U.S. shipbuilding capacity by about 15%.

Until the Maryland facility comes online, Anduril plans to produce torpedo tubes in California to support Virginia-class submarine production.

The move comes as the Navy works to raise annual output toward two Virginia-class attack submarines and one Columbia-class ballistic missile submarine, while the existing industrial base has struggled with production delays and capacity constraints.

[Levi | Stock Updates @StockMKTUpdatez]

Michael Burry posted this earlier this morning:

"The stock market is quite obviously in its first stage of grief, denial. Per 2000 and 2008, this stage lasts 6-9 months."

[Levi | Stock Updates @StockMKTUpdatez]

Lululemon $LULU stock hit new 52 WEEK LOWS again today 🔴

[Levi | Stock Updates @StockMKTUpdatez]

The legend Steve Jobs passed away 15 years ago today
https://t.co/LdhXsVSd7r

[WOLF @WOLF_Financial]

"Everything around you that you call life was made up by people that were no smarter than you. And you can change it."

Steve Jobs passed away 15 years ago today, on October 5, 2011.

His favorite line came from Wayne Gretzky. "I skate to where the puck is going to be, not where it has been."

[Levi | Stock Updates @StockMKTUpdatez]

Here is what the top 10 best performing ETFs over the last decade have in common

They are all semiconductor and Technology ETFs
https://t.co/4yLPxMNV06

[ETF Tracker @TheETFTracker]

Here are the top 10 performing 🇺🇸 ETFs over the last decade and their top holdings

A thread 🧵⬇️

1. $SMH: VanEck Semiconductor ETF

+1,852.46% 🟢
(+34.60% per year)

[Levi | Stock Updates @StockMKTUpdatez]

Elon Musk is back to being the only Trillionaire in the world according to Forbes