TODAY WAS ABSOLUTELY INSANE IN THE STOCK MARKET.
Here’s everything you need to know:
1. Stocks sold off as the 10-year yield hit about 5.23%, its highest since 2007.
2. Trump rejected Iran’s proposal to reopen the Strait of Hormuz, sending oil back up and killing Friday’s deal hope bounce.
3. Odds of a 25 bps Fed hike in October jumped to about 68% as energy costs fed inflation fears.
4. $NVDA still climbed after boosting its buyback by $150 billion, taking the total program to $235 billion.
5. Gold got wrecked, falling about 4% as yields and the dollar crushed the usual safe haven bid.
6. $MDB cratered about 18% in one of the day’s ugliest large cap drops.
7. $INTC fell about 5.7% as chip names outside Nvidia failed to catch a bid.
8. $KOD exploded after clinical news, one of the wildest single name rips on the tape.
9. VIX jumped about 8% as communication services and consumer discretionary led the sector slide.
10. The S&P 500 fell 0.8%, the Dow dropped 0.7%, and the Nasdaq slid 0.9%.
And that’s just ONE trading day.
Are you ready for tomorrow?
President Trump has setup the ultimate market game plan to wreck bears over the next 5 weeks…
- End the Iran/US War
- Bring Brent crude back under $90 per barrel
- Reopen & put US Control over the Hormuz
- Crush Bond Yields down
This is simply all apart of Trumps plan into Midterms for an explosive start to Q4 2026.
This is your one & only warning…
5) $TMDX | Transmedics
CEO: Waleed Hassanein
$TMDX combines organ-preservation technology, clinical support, and dedicated transport to make more transplants possible.
European expansion and next-generation OCS technology could extend that opportunity further, while OCS Kidney could represent a major new vertical in the future.
AL JAZEERA: NEW IRANIAN PROPOSAL DEFERS NUCLEAR COMMITMENTS UNTIL AFTER FIRST-PHASE IMPLEMENTATION; DISPUTE CENTERS ON WHICH SIDE GIVES UP LEVERAGE FIRST
$NU Interestingly, Rothschild Redburn reiterated a $19 target on NU this morning, while another analyst firm recently moved to a more optimistic stance because of medium-term Brazilian consumer and macro concerns. That tells us the investment case is genuinely strong.