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Dow Rises While Nasdaq Falls

The major averages were mixed, with the Dow rising and the Nasdaq falling, as investors get ready for what is widely expected to be another strong corporate earnings season.The focus now shifts to third-quarter earnings, with JPMorgan Chase, Wells Fargo, Goldman Sachs and Citigroup set to report Tuesday. Analysts are expecting strong year-over-year earnings growth for S&P 500 companies, with AI-related spending and growth continuing to support the outlook. Investors also will be watching September inflation figures, with consumer and producer inflation reports set to hit late in the week.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiais in talks to either acquire or increase its investment in Reflection AI, FT reportsAmazonis in discussions to acquire AI startup Decart for $7B, WSJ reportsIonQagreed to acquire Elisity in an up to $1.3B all-stock transactionA Starbucksspokesperson told CNBC the company is not buying ChipotleBumbleis in advanced talks to go private at a $1B valuation, WSJ reports2. WALL STREET CALLS:Salesforcedouble upgraded to Buy from Underperform at BofAAdobedouble downgraded to Underweight from Overweight at Wells FargoRaymond James upgraded T-Mobileto Outperform, calls recent fears over competition from SpaceX"overblown"GoDaddydowngraded to Sector Perform at RBC CapitalTruist upgraded First Solarto Buy on strong pricing backdrop3. AROUND THE WEB:IntelCEO Lip-Bu Tan said that the costs of Chinese AI models have lowered, and adoption has been "very fast," Reuters reportsGTCR and Elliott Investment Management are in advanced talks to acquire car insurance software provider CCC Intelligent Solutions, and a deal could potentially be announced as soon as this week, Bloomberg reportsSynopsysis exploring partnerships with Chinese AI labs to develop AI-powered chip design tools for the Chinese market, Nikkei Asia reportsSVRN'stransformation from a small shipping company into a NEAR token treasury and SovereignAI business raises significant governance, dilution, valuation, and disclosure concerns, Fugazi Research tells investorsAnthropic CEO Dario Amodei sought additional computing capacity from Metaearlier this year, but after considering the request, Meta ultimately decided not to supply Anthropic with chips for now, WSJ says4. MOVERS:First Tracks Biotherapeuticsgains after reporting results from its Cohort 1 trial of ANB033AST SpaceMobileincreases after Deutsche Bank upgraded the stock to BuyMetawas higher after the company introduced the Muse Wonder seriesTTM Technologieslower after announcing plans to invest $400M to expand its capacity at four facilities in ChinaAmprius Technologiesfalls after filing an automatic mixed securities shelf5. EARNINGS/GUIDANCE:Bausch + Lomband Bausch Healthare expected to raise FY26 adjusted EBITDAEnovixreported preliminary Q3 results, with revenue beating consensusTormraised its outlook for FY26ASE Technologyreported Q3 revenue higher year-over-yearTSMCto report Q3 results on October 15INDEXES:The Dow rose 195.60, or 0.38%, to 51,850.55, the Nasdaq lost 120.27, or 0.44%, to 27,245.90, and the S&P 500 declined 4.30, or 0.06%, to 7,807.24.

Meta Launches Muse Wonder Series AI Models

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.MUSE WONDER:Metaintroduced the Muse Wonder series with Muse Wonder and Muse Wonder Full, its "most capable models that deliver state-of-the-art performance on personal and professional agentic tasks," according to the company. "Muse Wonder brings together Active Memory and Active Focus to keep track of what matters to you and work diligently towards what you want to accomplish. Muse Wonder is available today through the Meta Model API and Muse Code, and Muse Wonder Full is available today for Muse Code subscribers. Muse Wonder will soon power experiences in Muse, and will roll out first to subscribers. Muse Wonder will also power artifact generation and processes that require more intelligence. And in the future, we'll be using Muse Wonder to develop specialized models that we can bring to everyone using Muse."Mark Zuckerberg says Meta has caught up with rivals at the "frontier" of AI, committing to further vast spending to challenge Anthropic and OpenAI and rejecting calls to slow down development of the powerful technology, Financial Times' Hannah Murphy. Speaking with the FT as Meta releases its Muse Wonder AI model on Monday, the billionaire chief executive claimed the new system was "going to allow much more sophisticated behaviors that are at the frontier of what is being done in the AI field."META CHIPS:Anthropic CEO Dario Amodei sought additional computing capacity from Meta earlier this year, but after considering the request, Meta ultimately decided not to supply Anthropic with chips for now, The Wall Street Journal's Kate Clark, Erin Woo, Keach Hagey, and Meghan Bobrowsky.DECART ACQUISITION:Amazonis in discussions to acquire Decart, an AI startup, in a deal that may be valued around $7B, Kate Clark and Lauren Thomas of The Wall Street Journal, citing people familiar with the matter. A deal could come soon if talks don't fall apart or another suitor doesn't emerge, the sources added.NEW GROWTH ENGINE:Northland upgraded C3 AIto Outperform from Market Perform with a price target of $16, up from $10. C3.ai has "found a new growth engine" as C3 Code can shrink time to create new agentic AI applications to days from months, says the firm, which also notes that comps are soon to ease, starting with the January quarter.AMD HELION AGENTIC AI RACK:AMDintroduced the AMD Helion agentic AI rack, an open blueprint for agentic AI infrastructure based on an Open Compute Project spec-design and powered by AMD compute. AMD Helion is designed to provide partners and customers with the flexibility they need for agentic AI infrastructure.REGNA AI: Ondasand Palantir Technologiesannounce the formation of Regna AI. Regna AI is a standalone private company, powered by Palantir and bootstrapped by Ondas that is expected to scale with institutional partners. Ondas will serve as Regna AI's first customer, deploying fine-tuned models to run autonomous mission orchestration on the edge.RISKS OF AI:On social media platform X, MicrosoftCEO Satya Nadella wrote, "As traditional software systems were being deployed across the economy over the last few decades, we had the tools and capability to trace behaviors to a specific code path. That same kind of mechanistic understanding eludes us in today's Super Intelligence systems, even as the frontier models powering these systems are now more capable than traditional software systems... That's why it's time to step back and assess the trust architecture for this new era..."We should therefore design these systems around principles of observability: Model diversity: No one model should become the sole dependency for an important outcome or be responsible for verifying its own work. Observe everything: Every meaningful model action must leave tamper-proof human readable evidence... Verifiability: We need to continuously test the entire system, including failures, attacks, edge cases, system changes... Independent controls: Orgs should be able to independently determine what a model can access and what actions it can take. Independent auditability: Validation must be independent of the intelligence being validated..."Containment: We must assume a model is compromised and contain it from the start. Think of it like an emergency brake... Incident disclosure: When these systems do fail or are compromised, we need timely disclosure to those affected and mechanisms to share what went wrong, which controls failed, and how to prevent it from happening again and share learnings industry-wide."

Major Averages Mixed as Investors Eye Earnings Season

The major averages were mixed near noon as investors weigh rising oil prices and geopolitical risks against expectations for another strong corporate earnings season. Brent crude reached a roughly two-week high after deadly strikes on Riyadh's international airport over the weekend, while uncertainty surrounding the conflict involving Iran continues to cloud the outlook for global energy supplies.The focus now shifts to third-quarter earnings, with JPMorgan Chase, Wells Fargo, Goldman Sachs and Citigroup set to report Tuesday. Analysts are expecting strong year-over-year earnings growth for S&P 500 companies, with AI-related spending and growth continuing to support the outlook. Investors are also watching September inflation figures, with CPI due Wednesday and PPI and retail sales scheduled for Thursday.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiais in talks to either acquire or increase its investment in Reflection AI, FT reportsAmazonis in discussions to acquire AI startup Decart for $7B, WSJ reportsIonQagreed to acquire Elisity in an up to $1.3B all-stock transactionA Starbucksspokesperson told CNBC the company is not buying ChipotleIntelCEO Lip-Bu Tan said that the costs of Chinese AI models have lowered, and adoption has been "very fast," Reuters reports2. WALL STREET CALLS:Salesforcedouble upgraded to Buy from Underperform at BofAAdobedouble downgraded to Underweight from Overweight at Wells FargoRaymond James upgraded T-Mobileto Outperform, calls recent fears over competition from SpaceX"overblown"GoDaddydowngraded to Sector Perform at RBC CapitalTruist upgraded First Solarto Buy on strong pricing backdrop3. AROUND THE WEB:GTCR and Elliott Investment Management are in advanced talks to acquire car insurance software provider CCC Intelligent Solutions, and a deal could potentially be announced as soon as this week, Bloomberg reportsHSBCplans to phase out fixed-pay allowances for senior staff and instead give them a bigger portion of its compensation through bonuses, Bloomberg saysSynopsysis exploring partnerships with Chinese AI labs to develop AI-powered chip design tools for the Chinese market, Nikkei Asia reportsSVRN'stransformation from a small shipping company into a NEAR token treasury and SovereignAI business raises significant governance, dilution, valuation, and disclosure concerns, Fugazi Research tells investorsAnthropic CEO Dario Amodei sought additional computing capacity from Metaearlier this year, but after considering the request, Meta ultimately decided not to supply Anthropic with chips for now, WSJ says4. MOVERS:First Tracks Biotherapeuticsgains after reporting results from its Cohort 1 trial of ANB033AST SpaceMobileincreases after Deutsche Bank upgraded the stock to BuyC3 AIhigher after Northland upgraded the stock to OutperformTTM Technologieslower after announcing plans to invest $400M to expand its capacity at four facilities in ChinaAmprius Technologiesfalls after filing an automatic mixed securities shelf5. EARNINGS/GUIDANCE:Bausch + Lomband Bausch Healthare expected to raise FY26 adjusted EBITDAEnovixreported preliminary Q3 results, with revenue beating consensusTormraised its outlook for FY26ASE Technologyreported Q3 revenue higher year-over-yearTSMCto report Q3 results on October 15INDEXES:Near midday, the Dow was up 252.66, or 0.49%, to 51,907.61, the Nasdaq was down 60.01, or 0.22%, to 27,306.16, and the S&P 500 was up 2.59, or 0.03%, to 7,814.13.