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A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. NVIDIA $NVIDIA(NVDA.US) unveiled its new Open Agent Safety Platform, an open framework designed to continuously monitor and enforce safety for autonomous AI agents across both software and hardware. The platform combines OpenShell, an open-source runtime that sandboxes AI agents with verifiable policies, and NVIDIA Sentry, which runs on BlueField-4 hardware to independently monitor agent behavior and enforce security policies beyond the agent’s control. NVIDIA said the initiative was motivated by recent reports of frontier AI agents escaping evaluation environments and misreporting their actions, arguing that AI agents require an independent trust layer similar to what enabled the modern internet. The company is positioning the platform as an open ecosystem and is inviting frontier AI labs, developers, and infrastructure providers to build on it.

2. Meta $Meta Platforms(META.US) is launching Meta Enterprise Platform, a new business dedicated to selling its AI tools and services directly to enterprises and developers. The initial offering combines Meta’s enterprise AI stack, including Muse, Meta Business Agent, Muse API, Muse Code, and other products built on the company’s models, agents, and infrastructure to support customer engagement, software development, and broader enterprise workflows. To lead the new division, Meta hired former MongoDB CEO and President CJ Desai as Chief Enterprise Platform Officer, reporting directly to Mark Zuckerberg. Before MongoDB, Desai held leadership roles at Cloudflare and spent nearly 8 years at ServiceNow, including serving as President and COO.

3. Finland President Alexander Stubb said Google $Alphabet(GOOGL.US) will invest at least $15.2B in the country over the next 2 years to expand AI and digital infrastructure. Finland currently has around 50 data centers, with another 25 projects in development, potentially bringing the country's total to 75. The investment further strengthens Finland's position as one of Europe's fastest-growing hubs for AI infrastructure and large-scale data center capacity.

4. Boeing $Boeing(BA.US) fell 6% after reports that the FAA is delaying certification of the 737 MAX 10 while it reviews a newly discovered software issue that could cause the aircraft’s automated navigation system to fail in certain missed-approach scenarios. According to reports, Southwest and United Airlines have told Boeing they do not want deliveries with the affected software and have instead requested an earlier software version. The certification delay adds another hurdle for Boeing as it works to bring the 737 MAX 10 into commercial service.

5. AMD $AMD(AMD.US) has agreed to acquire World Labs, the AI research company founded by Fei-Fei Li, in an $8.2B all-stock transaction. World Labs develops spatial intelligence models capable of generating, reconstructing, and simulating interactive 3D environments from text, images, and video. The acquisition brings World Labs' AI research directly into AMD as the company expands further into reasoning, robotics, simulation, and physical AI. As part of the deal, Fei-Fei Li will join AMD as Executive Vice President and Chief Scientist, reporting directly to CEO Lisa Su. The transaction is expected to close by the end of 2026.

6. The top 10 most active options today by contracts traded were $NVIDIA(NVDA.US) with 4.2M contracts, $Tesla(TSLA.US) with 2.3M contracts, $Apple(AAPL.US) with 1.2M contracts, $Meta Platforms(META.US) with 1.1M contracts, $Intel(INTC.US) with 1.1M contracts, $Micron Tech(MU.US) with 999K contracts, $Amazon(AMZN.US) with 728K contracts, $AMD(AMD.US) with 704K contracts, $Microsoft(MSFT.US) with 634K contracts, and $SpaceX(SPCX.US) with 622K contracts.

7. NVIDIA $NVIDIA(NVDA.US) authorized an additional $150B share repurchase program, the largest increase in share buyback authorization in history, bringing its total remaining authorization to $235B through FY2028. CEO Jensen Huang said the company’s strong cash generation allows NVIDIA to both invest aggressively in the technologies driving the AI transformation and return capital to shareholders. The expanded authorization underscores NVIDIA’s confidence in its long-term growth outlook while providing substantial flexibility for future capital returns.

8. Serious credit card delinquencies continued to rise across several age groups in Q2 2026, with Americans aged 18–29 seeing transitions into 90+ day delinquency climb to 10.1%, up 0.4 percentage points from the prior quarter and the highest level since Q1 2025. The delinquency rate for this group has now more than doubled since Q2 2021. Americans aged 70+ also saw delinquencies rise to 6.3%, the highest since Q3 2011, while the 50–59 age group increased to 6.4%, its highest level since Q4 2024. The data suggests credit stress is continuing to broaden across both younger and older consumers.

9. Retail investors have purchased just $1B of individual U.S. stocks over the last 20 trading days, one of the lowest rolling totals in at least 2 years. In early August, the figure briefly turned negative for the first time since at least October 2024, compared with roughly $20B of 20-day purchases in April 2025. Total retail equity purchases have also slowed sharply, falling to $10B over the last 20 trading days, near their lowest level since at least October 2024. That's down roughly 67% from the $30B recorded over the comparable period in February 2026, highlighting a significant slowdown in retail participation.

10. The 30-year U.S. Treasury Price Return Index has fallen 60% since 2020, dropping to roughly 107, matching its lowest level since 2000. In just 6 years, the index has erased nearly 20 years of gains as the 30-year Treasury yield has surged 478 basis points from its 0.71% intraday low in March 2020. For comparison, the previous largest drawdown over the last 40 years was roughly 35% during the 2008 Financial Crisis. Over the same period, U.S. nominal GDP has grown approximately 63%, highlighting the stark divergence between economic growth and long-duration bond performance.

11. SpaceX $SpaceX(SPCX.US) successfully launched Starship to orbit and deployed its V3 Starlink satellites for the first time, marking Starship’s first revenue-generating mission and a major milestone for the program. According to SpaceX, each V3 Starlink satellite increases the total bandwidth capacity of the entire Starlink constellation by roughly 0.11%. With approximately 11,100 Starlink satellites already in orbit, most of them V2 Mini satellites, future Starship missions carrying up to 60 V3 satellites each could dramatically expand the network’s global capacity while significantly lowering launch costs.

12. U.S. data center IT power demand is projected to surge 755% from 2025 levels, reaching a record 78.57 GW by 2029. Demand is expected to nearly double this year to 17.96 GW, followed by another 97% increase in 2027, as AI infrastructure continues expanding at an unprecedented pace. Between 2026 and 2028, U.S. data centers are expected to require 97 GW of power, but only 21 GW is currently under construction and another 19 GW of grid capacity is available, leaving a potential 57 GW shortfall. The gap is widening as increasingly powerful AI systems consume far more electricity, with servers based on NVIDIA’s Vera Rubin and Rubin Ultra architectures expected to drive a 5x increase in IT power demand between 2025 and 2028.

WALL STREET IS THE GREATEST SHOW ON EARTH.

Source: amit

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Archer Clears Key U.S. Antitrust Hurdle for Boeing Subsidiary Acquisitions - $Archer Aviation(ACHR.US) $Boeing(BA.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗔𝗿𝗰𝗵𝗲𝗿's HSR antitrust waiting period expired on September 18.

➤ Deal covers Boeing's 𝗪𝗶𝘀𝗸 𝗔𝗲𝗿𝗼, 𝗦𝗸𝘆𝗚𝗿𝗶𝗱, and 𝗜𝗻𝘀𝗶𝘁𝘂 subsidiaries.

➤ HSR expiration satisfies a 𝗸𝗲𝘆 𝗰𝗼𝗻𝗱𝗶𝘁𝗶𝗼𝗻 for transaction closing.

➤ Additional 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗮𝗽𝗽𝗿𝗼𝘃𝗮𝗹𝘀 remain underway before completion.

➤ Archer expects the transaction to close by 𝗲𝗻𝗱 𝗼𝗳 𝟮𝟬𝟮𝟲.

➤ Deal combines 𝗲𝗩𝗧𝗢𝗟, autonomous aircraft, UAS, and airspace intelligence technologies.

➤ Archer plans an end-to-end 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 platform for aerospace and defense.

➤ Combined platform will incorporate Archer's 𝗭𝗘𝗘 AI foundation model.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Removes a significant U.S. antitrust condition from the proposed acquisitions.

➤ Would substantially expand Archer's 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 𝗮𝘃𝗶𝗮𝘁𝗶𝗼𝗻 technology portfolio.

➤ Adds capabilities spanning 𝗲𝗩𝗧𝗢𝗟, defense drones, autonomy, and airspace intelligence.

➤ Could broaden Archer's exposure to both 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 and 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 aviation markets.

Big Sell Alert 🚨

Rep. Kevin Hern (R) just disclosed up to $820,000 of new trades

Buys: $0

Sells: $820,000

Biggest sells include:

• $100,000 of Home Depot $Home Depot(HD.US)

• $100,000 of Procter & Gamble $Procter & Gamble(PG.US)

• $50,000 of Medtronic $Medtronic(MDT.US)

• $50,000 of Microsoft $Microsoft(MSFT.US)

• $50,000 of Honeywell Aerospace $Honeywell Aerospace(HONA.US)

All 27 sells were filed in August

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Archer to Acquire Boeing's Wisk, SkyGrid, and Insitu to Build Physical AI Platform - $Archer Aviation(ACHR.US) $Boeing(BA.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗔𝗿𝗰𝗵𝗲𝗿 will acquire 𝗕𝗼𝗲𝗶𝗻𝗴'𝘀 Wisk, SkyGrid, and Insitu subsidiaries.

➤ Transaction creates an end-to-end 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 platform for aerospace and defense.

➤ Deal adds a profitable defense business generating over $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in annual revenue.

➤ Combined companies bring nearly 𝟮 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 cumulative flight hours.

➤ Technologies will strengthen Archer's 𝗭𝗘𝗘 AI foundation model.

➤ Boeing will take an equity stake and become a 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 to Archer.

➤ Companies will establish a long-term 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆-𝘀𝗵𝗮𝗿𝗶𝗻𝗴 collaboration.

➤ Insitu operates across 𝟯𝟱 𝗰𝗼𝘂𝗻𝘁𝗿𝗶𝗲𝘀 and has delivered over 𝟯,𝟱𝟬𝟬 UAS.

➤ Transaction is expected to close by the end of 𝟮𝟬𝟮𝟲, subject to regulatory approvals.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Positions Archer as a leading 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 platform for commercial and defense aviation.

➤ Expands Archer beyond eVTOL into autonomy, AI software, and defense technologies.

➤ Gives Boeing continued exposure to next-generation autonomous aviation through its Archer stake.

➤ Accelerates AI-driven aviation innovation by combining proven autonomy, airspace management, and UAS technologies.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗔𝗱𝗮𝗺 𝗚𝗼𝗹𝗱𝘀𝘁𝗲𝗶𝗻, Founder and CEO of Archer:

"This is a watershed moment for Archer and the future of physical AI in aerospace and defense. This is the next big step forward in becoming a diversified platform, rapidly growing our revenue base and bringing scale to our business."

𝗕𝗿𝗶𝗮𝗻 𝗬𝘂𝘁𝗸𝗼, Boeing Vice President, Commercial Airplanes Product Development:

"This transaction is a win-win for Boeing and Archer. It allows Wisk, SkyGrid and Insitu to accelerate capability development and time to market while ensuring Boeing capitalizes on its investments in these technologies over the past two decades through continued development in our core businesses. Having worked with the incredible teams in these companies firsthand, it's clear this transaction will create an industry leader in the advanced aviation market. We look forward to collaborating with Archer to drive continued innovation in aerospace, defense and autonomy."

There are so many things wrong with this

Rep. Julie Johnson (D) just filed trades spanning May 2025 through Feb 2026, meaning her oldest trade was 455 days late

• Purchased up to $645,000

• Sold up to $3,345,000

• 97 stocks, 267 total trades

Included in those trades: $RTX(RTX.US), $General Dynamics(GD.US), $Boeing(BA.US), $Honeywell Tech(HON.US)

She sits on the House Homeland Security Committee. That means she gets classified briefings on Raytheon, General Dynamics, Boeing, and Honeywell before the public does. All four are direct DHS contractors

Also the fine for 455 days late: $200