Flash News

TREE NEWS reports: Morgan Stanley analysts led by Bob Jian Huang said AI-driven medical advances are set to benefit life insurers and asset managers, arguing that longevity improvements would lift earnings at companies that bear mortality risk while spurring product innovation in pensions and retirement. AI-enabled drug discovery could improve longevity faster than the historical pace of roughly two years per decade, the analysts wrote, naming Globe Life, Primerica and Reinsurance Group of America as notable beneficiaries and upgrading the latter to Overweight.

TREE NEWS update: Boeing shares fell as much as 6.6%, the worst intraday performance since April 2025, after the US Federal Aviation Administration said it will delay certification of the 737 MAX 10. The FAA is reviewing software issues on the aircraft.

TREE NEWS update: Strive purchased 1,107 BTC for $94.5 million last week, lifting its total holdings to 27,462 BTC. The company said its SATA preferred stock supplied 85% of the capital for the purchase.

TREE NEWS reports: Bank of America strategists Pratik Gupta, Chris Flanagan and Victoria Xu said in a Sept. 25 research note that collateralized loan obligations could gain a major new growth engine as GPU financing and data center term loan exposure potentially reach $100 billion. Debt financing needed by hyperscalers and data center operators over the coming years is expected to exceed $2 trillion.

TREE NEWS reports: WTI crude fell 66 cents a barrel in five minutes to $93.35, while Brent dropped 56 cents to $98.12 over the same span. The S&P 500 pared its decline to 0.5%, having earlier been down as much as 1%.

TREE NEWS reports: Major US exchanges are drawing up plans to extend stock trading beyond traditional hours, potentially opening the way to round-the-clock US equity trading. The New York Stock Exchange and Nasdaq already offer pre-market and after-hours sessions, but volumes there are typically thin. The push follows the growth of 24-hour crypto and stock trading platforms and all-hours prediction markets such as Polymarket and Kalshi, plus rising demand from non-US investors for round-the-clock liquidity.

TREE NEWS update: Strive raised its bitcoin holdings to 27,462 BTC after a $94.5 million purchase, with SATA supplying 85% of the company’s latest capital. The acquisition lifts the firm’s total bitcoin position above 27,400 BTC.

TREE NEWS reports: Investors pulled $610 million from BlackRock’s iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) last week, the fund’s biggest weekly outflow since March and the fastest pace of withdrawals in six months. The roughly $13 billion fund is being hit as a selloff in US Treasuries deepens. If outflows hold at this level for the month, it would mark the worst month since the Iran war broke out.

TREE NEWS reports: The MSCI Nordic Countries Index fell 0.5% to close at 389.81 points, its lowest close since July 23. Industrials posted the steepest decline among the index’s ten sectors. Nokia dropped 3.3%, the worst performer among Nordic constituents.

TREE NEWS reports: Germany’s DAX 30 index provisionally closed up 0.05% at 25,421.12. France’s benchmark index provisionally finished 0.19% higher, Italy’s rose 0.01% with its bank index roughly flat, and the UK index provisionally gained 0.14%.

TREE NEWS update: Strategy bought 1,665 bitcoin last week using proceeds from its first common stock sales since late August, two consecutive weekly purchases that lifted its holdings above where they stood before it sold 6,916 coins across June, July and August. The company has now rebuilt its treasury past its pre-sale level.

TREE NEWS reports: The Philadelphia Semiconductor Index fell 3% intraday, with Intel dropping 6.11%, Qualcomm 7.25%, AMD 5.08% and Micron 4.57%. Nvidia was the lone gainer among major names, up 1.68%, while Broadcom lost 1.48%, TSMC 1.54% and ASML 0.39%.

TREE NEWS reports: The Nasdaq 100 fell as much as 1.1%, with Arm Holdings dropping 9.3% and Qualcomm 7.1% among index members. SanDisk lost 4.7%, while Intel, Western Digital, Lumentum and Marvell each fell at least 3.7%. The Philadelphia Semiconductor Index slid 2%. The S&P 500 was down 0.5%, the Dow 0.4% and the Nasdaq Composite 0.8%, with Nvidia up 2.5% and Nebius Group up 0.9%.

TREE NEWS reports: JPMorgan’s trading desk raised its view on US equities from “tactical neutral” to “bullish” on Monday, ahead of Friday’s US employment report. The team, led by US market intelligence head Andrew Tyler, cited stronger-than-expected economic activity, a resilient consumer, solid corporate profit growth and bond yields that may be stabilizing. Tyler wrote in a client note that the market backdrop now looks more favorable as yields find a relatively stable level and oil may trade lower.

TREE NEWS update: Bitmine, chaired by Tom Lee, bought another 17,362 ether and now holds more than 6 million ETH, over 4.9% of ether’s circulating supply. The company said its total crypto, cash and other investments stand at $17.2 billion.

TREE NEWS update: ChangXin Technology plans to invest 24.1 billion yuan in a new technology R&D project and 10.8 billion yuan in a second-phase memory wafer back-end testing base, the company said. It will use 13 billion yuan of IPO over-raised funds for the R&D project and provide 5 billion yuan of over-raised funds to wholly owned subsidiary ChangXin Memory Products (Hefei) via capital increase and loans for the testing base.

TREE NEWS reports: The iShares North American Software ETF (IGV) opened down 2.2%. The decline marks a weak start to the trading session for the software-focused fund.

TREE NEWS reports: US stocks opened lower, with the Dow down 0.64%, the S&P 500 down 0.43% and the Nasdaq down 0.47%. Nvidia gained more than 2% after the company said it would increase its share buyback authorization by $150 billion. SpaceX opened slightly higher after Starship performed its first in-orbit burn and successfully entered Earth orbit, while MongoDB fell 26% after its CEO resigned to join Meta.

TREE NEWS update: Suzhou Dongshan Precision Manufacturing’s plan to issue H-shares has been filed with the China Securities Regulatory Commission, the company said. The filing marks a step in the Shenzhen-listed precision-manufacturing group’s process to list shares in Hong Kong. No size or timetable for the offering was disclosed.

TREE NEWS update: Shein reported net revenue of $20.1 billion for the first half of 2026, up 1.0% year on year, in its first interim results since listing on the Hong Kong Stock Exchange. Total orders reached 549 million, up 6.4%. Adjusted net profit for the six months to June 30, 2026 was $499 million, or 2.5% of net revenue. Second-quarter net revenue was $11.08 billion, up 0.9%, with adjusted net profit of $228 million.