Investology US Stock Investment and Research

President Trump says he will now give a $5,000 “Trump Dividend” to every US citizen if Republicans win the midterms, rather than just US adults. On September 9th, President Trump said that only US adults would qualify for the $5,000 payment. There are ~316 million US citizens, meaning the payments would total ~$1.58 trillion. That is +$350 billion more than the previous proposal.

China commerce ministry launches anti-dumping probe into p-nitrotoluene from EU

Trump: Sending nearly $100 payments to over 20 million seniors to help cover their Medicare Part B premiums

Forbes reports US heading towards a $10 trillion infrastructure boom Forbes highlights a projected U.S. AI infrastructure boom exceeding $10 trillion by 2032, primarily for data centers, outpacing the railroad boom of the late 1800s as a share of GDP according to Brookings Institution analysis. Spending focuses on land, electricity generation, water for cooling systems, and cement for massive construction projects, fueled by demand from hyperscalers like Amazon, Google, Microsoft, and emerging AI firms. Construction firms such as Clayco and energy/material suppliers stand to gain significantly, with the image depicting a vast data center campus illustrating the scale of ongoing buildouts.

Meta is parting ways with AI security startup Virtue AI, per a Semafor report In June 2026, Meta brought on Virtue AI co-founders Bo Li, Dawn Song, and Sanmi Koyejo plus team members via an acqui-hire to strengthen safety for AI agents in its Superintelligence Labs. Fortinet acquired Virtue AI in August 2026, after which the remaining ties between Meta and the company appear to have ended as Meta integrates the expertise internally. $META

Google raises price of budget Pixel 10A phone by $100 to $599. $GOOGL

Fitch affirms Walmart's ratings at 'AA' and 'F1+'. Outlook stable. $WMT

Iran's General Naghdi: The enemy's economic siege will have no effect, and if it does not back down, it will receive a severe blow from the armed forces of the Islamic Republic of Iran - IRNA

News sources reported that several powerful explosions were heard in Riyadh, the capital of Saudi Arabia - Tasnim News

Trump: Europe agreed to release a massive amount of their heavily stocked Diesel Oil. The process begins immediately - Truth Social

Q3 2026 Production: 464,391 Deliveries: 486,532 Energy storage deployments: 13.7 GWh Our Q3 Company Update will be streamed live on X on October 21 at 4:30pm CT Tesla on X

Tesla Q3 Deliveries Beat Estimates, Energy Storage Deployments Reach 13.7 GWh $TSLA Tesla Q3 total deliveries 486,532 units, above estimate of 456,896 units Tesla Q3 Model 3/Y production 457,387 units, deliveries 478,237 units Tesla Q3 other models production 7,004 units, deliveries 8,295 units Tesla deployed 13.7 GWh of energy storage products in Q3

Fed-dated swaps no longer price one full rate hike this year.

US GOVERNMENT PAYROLLS ACTUAL -17K (FORECAST -, PREVIOUS 35K ,REVISION 44K

NFP BELOW EXPECTATIONS US PRIVATE PAYROLLS ACTUAL 46K (FORECAST 81K, PREVIOUS 127K) BREAKING: US NONFARM PAYROLLS ACTUAL 29K (FORECAST 90K, PREVIOUS 162K)

$NKE Nike Q1 Earnings EPS $0.48, est. $0.44, vs. $0.49 y/y Revenue $11.21B, est. $11.33B Nike Brand revenue $10.95B, est. $11.09B Gross margin 42.8%, vs. 42.2% y/y Greater China EBIT $248M, est. $312.2M Inventory $7.80B, est. $7.96B Expects FY27 revenue to decline high-single digits Expects adjusted EPS $1.15 to $1.35 for fiscal 2027

President Trump says U.S. government could take ownership stakes in OpenAI, Anthropic and other frontier AI companies. That would extend $INTC playbook into AI with the government potentially taking equity in companies it views as strategically important.

- NVIDIA's post promotes its AI infrastructure as superior by emphasizing three design principles: productive for higher earnings via top throughput per megawatt, durable for extended operational life, and fungible for running diverse AI workloads without hardware changes. - The core technical argument highlights GPUs' thousands of cores optimized for parallel math operations, enabled by CUDA and over 1,000 CUDA-X libraries to support varied AI tasks from training to inference. $NVDA

Musk: I am cautiously optimistic that we will be able to run the SpaceX version of the VR72 at close to 250kW average power, meaning peak power would be ~10% higher - Post X. $NVDA $SPCX

Fed's Bowman sees no urgent need for more rate moves this year.