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Three Scenarios That Could Spook Stocks in October, According to a Wall Street Veteran

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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487845581459744","repostId":"1140407778","repostType":2,"isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486938847908248,"gmtCreate":1759911871857,"gmtModify":1759911940082,"author":{"id":"4088751882328130","authorId":"4088751882328130","name":"Daddygoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088751882328130","authorIdStr":"4088751882328130"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/486938847908248","repostId":"2573401951","repostType":2,"repost":{"id":"2573401951","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1759908600,"share":"https://ttm.financial/m/news/2573401951?lang=en_US&edition=fundamental","pubTime":"2025-10-08 15:30","market":"us","language":"en","title":"Three Scenarios That Could Spook Stocks in October, According to a Wall Street Veteran","url":"https://stock-news.laohu8.com/highlight/detail?id=2573401951","media":"Dow Jones","summary":"Signs of an AI bubble and an increasingly stressed lower-income consumer could dampen investors’ enthusiasm for stocks, says Tom Essaye, founder of the Sevens Report.","content":"<html><head></head><body><p>As Halloween decorations start to appear in storefronts and on front porches across the U.S., one Wall Street veteran has decided to take a closer look at three scenarios that could spook markets as the fourth quarter gets underway.</p><p style=\"text-align: start;\">“Over the weekend, my family and I decorated our house and yard for Halloween. While doing so, it dawned on me that much of the financial media and analyst community isn’t accurately portraying this market reality: The outlook for stocks and risk assets remains positive, but if things start to turn bad, the situation becomes downright scary from a return standpoint,” said Tom Essaye, founder and president of Sevens Report Research, in commentary shared with MarketWatch.</p><p>October has a reputation for volatility, largely for two reasons: On Oct. 19, 1987, the S&amp;P 500 fell by 20.5% in a selloff that has been remembered as ”Black Monday.” To this day, that is the biggest percentage-point drop ever recorded for the index in a single session.</p><p>In October 2008, the index fell by nearly 17% as the global financial crisis spread. That ended up being the most painful month of a selloff that ultimately saw the index’s value cut in half.</p><p style=\"text-align: start;\">Already, the market is showing signs of mounting apprehension among traders even as the S&amp;P 500 headed for another record finish on Monday. Last week, the Cboe Volatility Index rose for five straight sessions alongside the S&amp;P 500.</p><p style=\"text-align: start;\">Ryan Detrick, chief market strategist at Carson Group, pointed out that this is the first time both indexes have risen together for five straight days since 1996. The VIX is based in part on demand for option contracts that could protect against a selloff in the S&amp;P 500.</p><h3 id=\"id_562266101\" style=\"text-align: start;\">AI is a bubble</h3><p style=\"text-align: start;\">The first scary scenario sketched out by Essaye is the possibility that AI investment might be in a bubble.</p><p style=\"text-align: start;\">The topic has been widely discussed on Wall Street recently, Essaye pointed out. But so far, investors have mostly ignored these risks. Just look at Monday’s huge rally in shares of Advanced Micro Devices, which soared on news of a multiyear chip deal involving OpenAI.</p><p>Yet potential red flags have continued to multiply. The growing number of circular financing arrangements involving Nvidia Corp. and its customers is one example, Essaye said.</p><p style=\"text-align: start;\">He isn’t the only one thinking about the risks of relying too heavily on these arrangements.</p><p style=\"text-align: start;\">A team of analysts at Goldman Sachs Group on Monday acknowledged the circular nature of deals involving Nvidia and OpenAI in a report shared with MarketWatch.</p><p style=\"text-align: start;\">However, the Goldman team concluded that these deals represent less than 15% of Nvidia’s expected revenue in 2027. That leaves plenty of room for Nvidia’s core customers to continue to boost demand for its chips.</p><p style=\"text-align: start;\">Another risk: the climbing valuations for private AI companies. Last week, OpenAI’s valuation hit $500 billion, making it the world’s most valuable private company, after company insiders were allowed to sell some of their shares to Japanese conglomerate Softbank. The fact that, as of now, these companies still lack a clear path to profitability should be enough to give some investors pause, Essaye said.</p><p style=\"text-align: start;\">If the AI bubble does ultimately burst, it could cause the S&amp;P 500 to fall by between 10% and 20%, if not more. Most of this would be driven by negative earnings revisions for AI giants like Nvidia, as well as companies like Meta Platforms Inc. and Microsoft Corp., which have become Nvidia’s biggest customers. But the suspension of Big Tech’s spending on AI data centers and other associated capital expenditures could impact sectors beyond technology, including industrials and utilities names.</p><h3 id=\"id_2702612150\" style=\"text-align: start;\">Credit stress hits the economy</h3><p style=\"text-align: start;\">Consumers with less income and savings have been struggling for some time now. So far, financial markets have managed to mostly ignore their plight. But that could soon change.</p><p style=\"text-align: start;\">As third-quarter earnings reports start rolling in, investors could hear more alarming warnings from companies that are closer to the American consumer. Already, CarMax has reported a jump in its loan-delinquency rate, joining a chorus of companies warning that lower-income consumers are looking increasingly stretched.</p><p style=\"text-align: start;\">Consumers are struggling to keep up with rising prices now that the rate of income growth has slowed, Essaye said. This is even helping to stoke fears about a “minor-ish” credit event for financial companies like Synchrony Financial, Capital One Financial Corp. and others, Essaye said.</p><p style=\"text-align: start;\">“To be clear, I’m not talking about a 2008-style event. I’m talking about stress on the majority of consumer spending that turns out to be a surprise negative,” Essaye said.</p><h3 id=\"id_2971839379\" style=\"text-align: start;\">Sagging labor market weighs on economy</h3><p style=\"text-align: start;\">There is no question that the labor market in the U.S. has started to weaken. The only thing open for debate right now is how bad this will get, Essaye said.</p><p style=\"text-align: start;\">Right now, investors expect modest labor-market weakness, but not enough to dampen the outlook for economic growth, which is increasingly being driven by AI-related investment.</p><p style=\"text-align: start;\">Investors are thinking that the unemployment rate will rise as high as 4.5% or 4.6%, then stay there. However, Essaye said this has rarely happened in the past. Once unemployment starts to pick up, it generally continues to climb. Right now, markets — particularly U.S. stocks — are making almost no allowances for the possibility of a recession.</p><p style=\"text-align: start;\">“Recessions can and will happen, and while no one expects one now, that doesn’t mean it won’t happen,” Essaye said.</p><p style=\"text-align: start;\">The real “horror-movie scenario” for investors at this point, according to Essaye, is that investors finally wake up to all three of these risks at the same time. A deflating AI bubble and buckling consumer against the backdrop of a broadly slowing economy would result in a 30% decline for the S&amp;P 500 that could take years to work off. Think the dot-com bubble, which took more than two years to completely deflate.</p><p style=\"text-align: start;\">Essaye was a trader at Merrill Lynch before launching the Sevens Report.</p><p style=\"text-align: start;\">U.S. stocks closed lower on Tuesday, with the Dow Jones Industrial Average fell 0.2%, the S&amp;P 500 dropped 0.4%, and Nasdaq Composite declined 0.7%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Three Scenarios That Could Spook Stocks in October, According to a Wall Street Veteran</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThree Scenarios That Could Spook Stocks in October, According to a Wall Street Veteran\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-08 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>As Halloween decorations start to appear in storefronts and on front porches across the U.S., one Wall Street veteran has decided to take a closer look at three scenarios that could spook markets as the fourth quarter gets underway.</p><p style=\"text-align: start;\">“Over the weekend, my family and I decorated our house and yard for Halloween. While doing so, it dawned on me that much of the financial media and analyst community isn’t accurately portraying this market reality: The outlook for stocks and risk assets remains positive, but if things start to turn bad, the situation becomes downright scary from a return standpoint,” said Tom Essaye, founder and president of Sevens Report Research, in commentary shared with MarketWatch.</p><p>October has a reputation for volatility, largely for two reasons: On Oct. 19, 1987, the S&amp;P 500 fell by 20.5% in a selloff that has been remembered as ”Black Monday.” To this day, that is the biggest percentage-point drop ever recorded for the index in a single session.</p><p>In October 2008, the index fell by nearly 17% as the global financial crisis spread. That ended up being the most painful month of a selloff that ultimately saw the index’s value cut in half.</p><p style=\"text-align: start;\">Already, the market is showing signs of mounting apprehension among traders even as the S&amp;P 500 headed for another record finish on Monday. Last week, the Cboe Volatility Index rose for five straight sessions alongside the S&amp;P 500.</p><p style=\"text-align: start;\">Ryan Detrick, chief market strategist at Carson Group, pointed out that this is the first time both indexes have risen together for five straight days since 1996. The VIX is based in part on demand for option contracts that could protect against a selloff in the S&amp;P 500.</p><h3 id=\"id_562266101\" style=\"text-align: start;\">AI is a bubble</h3><p style=\"text-align: start;\">The first scary scenario sketched out by Essaye is the possibility that AI investment might be in a bubble.</p><p style=\"text-align: start;\">The topic has been widely discussed on Wall Street recently, Essaye pointed out. But so far, investors have mostly ignored these risks. Just look at Monday’s huge rally in shares of Advanced Micro Devices, which soared on news of a multiyear chip deal involving OpenAI.</p><p>Yet potential red flags have continued to multiply. The growing number of circular financing arrangements involving Nvidia Corp. and its customers is one example, Essaye said.</p><p style=\"text-align: start;\">He isn’t the only one thinking about the risks of relying too heavily on these arrangements.</p><p style=\"text-align: start;\">A team of analysts at Goldman Sachs Group on Monday acknowledged the circular nature of deals involving Nvidia and OpenAI in a report shared with MarketWatch.</p><p style=\"text-align: start;\">However, the Goldman team concluded that these deals represent less than 15% of Nvidia’s expected revenue in 2027. That leaves plenty of room for Nvidia’s core customers to continue to boost demand for its chips.</p><p style=\"text-align: start;\">Another risk: the climbing valuations for private AI companies. Last week, OpenAI’s valuation hit $500 billion, making it the world’s most valuable private company, after company insiders were allowed to sell some of their shares to Japanese conglomerate Softbank. The fact that, as of now, these companies still lack a clear path to profitability should be enough to give some investors pause, Essaye said.</p><p style=\"text-align: start;\">If the AI bubble does ultimately burst, it could cause the S&amp;P 500 to fall by between 10% and 20%, if not more. Most of this would be driven by negative earnings revisions for AI giants like Nvidia, as well as companies like Meta Platforms Inc. and Microsoft Corp., which have become Nvidia’s biggest customers. But the suspension of Big Tech’s spending on AI data centers and other associated capital expenditures could impact sectors beyond technology, including industrials and utilities names.</p><h3 id=\"id_2702612150\" style=\"text-align: start;\">Credit stress hits the economy</h3><p style=\"text-align: start;\">Consumers with less income and savings have been struggling for some time now. So far, financial markets have managed to mostly ignore their plight. But that could soon change.</p><p style=\"text-align: start;\">As third-quarter earnings reports start rolling in, investors could hear more alarming warnings from companies that are closer to the American consumer. Already, CarMax has reported a jump in its loan-delinquency rate, joining a chorus of companies warning that lower-income consumers are looking increasingly stretched.</p><p style=\"text-align: start;\">Consumers are struggling to keep up with rising prices now that the rate of income growth has slowed, Essaye said. This is even helping to stoke fears about a “minor-ish” credit event for financial companies like Synchrony Financial, Capital One Financial Corp. and others, Essaye said.</p><p style=\"text-align: start;\">“To be clear, I’m not talking about a 2008-style event. I’m talking about stress on the majority of consumer spending that turns out to be a surprise negative,” Essaye said.</p><h3 id=\"id_2971839379\" style=\"text-align: start;\">Sagging labor market weighs on economy</h3><p style=\"text-align: start;\">There is no question that the labor market in the U.S. has started to weaken. The only thing open for debate right now is how bad this will get, Essaye said.</p><p style=\"text-align: start;\">Right now, investors expect modest labor-market weakness, but not enough to dampen the outlook for economic growth, which is increasingly being driven by AI-related investment.</p><p style=\"text-align: start;\">Investors are thinking that the unemployment rate will rise as high as 4.5% or 4.6%, then stay there. However, Essaye said this has rarely happened in the past. Once unemployment starts to pick up, it generally continues to climb. Right now, markets — particularly U.S. stocks — are making almost no allowances for the possibility of a recession.</p><p style=\"text-align: start;\">“Recessions can and will happen, and while no one expects one now, that doesn’t mean it won’t happen,” Essaye said.</p><p style=\"text-align: start;\">The real “horror-movie scenario” for investors at this point, according to Essaye, is that investors finally wake up to all three of these risks at the same time. A deflating AI bubble and buckling consumer against the backdrop of a broadly slowing economy would result in a 30% decline for the S&amp;P 500 that could take years to work off. Think the dot-com bubble, which took more than two years to completely deflate.</p><p style=\"text-align: start;\">Essaye was a trader at Merrill Lynch before launching the Sevens Report.</p><p style=\"text-align: start;\">U.S. stocks closed lower on Tuesday, with the Dow Jones Industrial Average fell 0.2%, the S&amp;P 500 dropped 0.4%, and Nasdaq Composite declined 0.7%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC",".SPX":"S&P 500 Index","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC",".DJI":"道琼斯","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573401951","content_text":"As Halloween decorations start to appear in storefronts and on front porches across the U.S., one Wall Street veteran has decided to take a closer look at three scenarios that could spook markets as the fourth quarter gets underway.“Over the weekend, my family and I decorated our house and yard for Halloween. While doing so, it dawned on me that much of the financial media and analyst community isn’t accurately portraying this market reality: The outlook for stocks and risk assets remains positive, but if things start to turn bad, the situation becomes downright scary from a return standpoint,” said Tom Essaye, founder and president of Sevens Report Research, in commentary shared with MarketWatch.October has a reputation for volatility, largely for two reasons: On Oct. 19, 1987, the S&P 500 fell by 20.5% in a selloff that has been remembered as ”Black Monday.” To this day, that is the biggest percentage-point drop ever recorded for the index in a single session.In October 2008, the index fell by nearly 17% as the global financial crisis spread. That ended up being the most painful month of a selloff that ultimately saw the index’s value cut in half.Already, the market is showing signs of mounting apprehension among traders even as the S&P 500 headed for another record finish on Monday. Last week, the Cboe Volatility Index rose for five straight sessions alongside the S&P 500.Ryan Detrick, chief market strategist at Carson Group, pointed out that this is the first time both indexes have risen together for five straight days since 1996. The VIX is based in part on demand for option contracts that could protect against a selloff in the S&P 500.AI is a bubbleThe first scary scenario sketched out by Essaye is the possibility that AI investment might be in a bubble.The topic has been widely discussed on Wall Street recently, Essaye pointed out. But so far, investors have mostly ignored these risks. Just look at Monday’s huge rally in shares of Advanced Micro Devices, which soared on news of a multiyear chip deal involving OpenAI.Yet potential red flags have continued to multiply. The growing number of circular financing arrangements involving Nvidia Corp. and its customers is one example, Essaye said.He isn’t the only one thinking about the risks of relying too heavily on these arrangements.A team of analysts at Goldman Sachs Group on Monday acknowledged the circular nature of deals involving Nvidia and OpenAI in a report shared with MarketWatch.However, the Goldman team concluded that these deals represent less than 15% of Nvidia’s expected revenue in 2027. That leaves plenty of room for Nvidia’s core customers to continue to boost demand for its chips.Another risk: the climbing valuations for private AI companies. Last week, OpenAI’s valuation hit $500 billion, making it the world’s most valuable private company, after company insiders were allowed to sell some of their shares to Japanese conglomerate Softbank. The fact that, as of now, these companies still lack a clear path to profitability should be enough to give some investors pause, Essaye said.If the AI bubble does ultimately burst, it could cause the S&P 500 to fall by between 10% and 20%, if not more. Most of this would be driven by negative earnings revisions for AI giants like Nvidia, as well as companies like Meta Platforms Inc. and Microsoft Corp., which have become Nvidia’s biggest customers. But the suspension of Big Tech’s spending on AI data centers and other associated capital expenditures could impact sectors beyond technology, including industrials and utilities names.Credit stress hits the economyConsumers with less income and savings have been struggling for some time now. So far, financial markets have managed to mostly ignore their plight. But that could soon change.As third-quarter earnings reports start rolling in, investors could hear more alarming warnings from companies that are closer to the American consumer. Already, CarMax has reported a jump in its loan-delinquency rate, joining a chorus of companies warning that lower-income consumers are looking increasingly stretched.Consumers are struggling to keep up with rising prices now that the rate of income growth has slowed, Essaye said. This is even helping to stoke fears about a “minor-ish” credit event for financial companies like Synchrony Financial, Capital One Financial Corp. and others, Essaye said.“To be clear, I’m not talking about a 2008-style event. I’m talking about stress on the majority of consumer spending that turns out to be a surprise negative,” Essaye said.Sagging labor market weighs on economyThere is no question that the labor market in the U.S. has started to weaken. The only thing open for debate right now is how bad this will get, Essaye said.Right now, investors expect modest labor-market weakness, but not enough to dampen the outlook for economic growth, which is increasingly being driven by AI-related investment.Investors are thinking that the unemployment rate will rise as high as 4.5% or 4.6%, then stay there. However, Essaye said this has rarely happened in the past. Once unemployment starts to pick up, it generally continues to climb. Right now, markets — particularly U.S. stocks — are making almost no allowances for the possibility of a recession.“Recessions can and will happen, and while no one expects one now, that doesn’t mean it won’t happen,” Essaye said.The real “horror-movie scenario” for investors at this point, according to Essaye, is that investors finally wake up to all three of these risks at the same time. A deflating AI bubble and buckling consumer against the backdrop of a broadly slowing economy would result in a 30% decline for the S&P 500 that could take years to work off. Think the dot-com bubble, which took more than two years to completely deflate.Essaye was a trader at Merrill Lynch before launching the Sevens Report.U.S. stocks closed lower on Tuesday, with the Dow Jones Industrial Average fell 0.2%, the S&P 500 dropped 0.4%, and Nasdaq Composite declined 0.7%.","news_type":1,"symbols_score_info":{".SPX":1.1,".IXIC":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487175163552232,"gmtCreate":1759906347010,"gmtModify":1759909577354,"author":{"id":"4088751882328130","authorId":"4088751882328130","name":"Daddygoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088751882328130","authorIdStr":"4088751882328130"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487175163552232","repostId":"2573913173","repostType":2,"repost":{"id":"2573913173","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1759910779,"share":"https://ttm.financial/m/news/2573913173?lang=en_US&edition=fundamental","pubTime":"2025-10-08 16:06","market":"us","language":"en","title":"Data Streaming Software Maker Confluent Explores Sale, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2573913173","media":"Reuters","summary":"Confluent is exploring a sale after attracting acquisition interest, according to three people familiar with the matter.","content":"<html><head></head><body><p>Oct 7 (Reuters) - <a href=\"https://laohu8.com/S/CFLT\">Confluent</a> is exploring a sale after attracting acquisition interest, according to three people familiar with the matter, the latest data infrastructure company to draw suitors for its potential in supporting artificial intelligence development.</p><p>Confluent shares surged 18% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/403870113b9d16e5f6d11fc366a58f2c\" tg-width=\"833\" tg-height=\"825\"/></p><p>The software provider is working with an investment bank on the sale process, which is in its early stages and was instigated after both private equity firms and other technology companies expressed their interest to the company in buying it, the sources said.</p><p>The company has a market capitalization of approximately $7 billion, but its stock is trading around 26% lower year-to-date. Some of the sources noted while Confluent&#39;s technology is highly sought-after, it became vulnerable to takeover approaches when its stock price dived in July, when it reported losing business from a large customer.</p><p>The sources cautioned that no deal is guaranteed and Confluent could ultimately remain independent. They also spoke on condition of anonymity because the discussions are confidential.</p><p>Confluent did not immediately respond to a comment request.</p><p>Mountain View, California-based Confluent provides technology needed to manage massive, real-time data streams for artificial intelligence models.</p><p>The company was founded by the original creators of Apache Kafka, a popular open-source technology that helps companies process huge torrents of data in real time, from bank transactions to website clicks. Confluent commercializes Kafka, providing enterprise-grade features, services, and support to major corporations worldwide.</p><p>The interest in Confluent highlights a surge in demand for data infrastructure companies, fueled by the corporate race to develop generative artificial intelligence. In May, Salesforce agreed to acquire software maker Informatica for approximately $8 billion to bolster its AI capabilities by integrating Informatica&#39;s data management, integration, and governance tools into the Salesforce platform.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Data Streaming Software Maker Confluent Explores Sale, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nData Streaming Software Maker Confluent Explores Sale, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-08 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oct 7 (Reuters) - <a href=\"https://laohu8.com/S/CFLT\">Confluent</a> is exploring a sale after attracting acquisition interest, according to three people familiar with the matter, the latest data infrastructure company to draw suitors for its potential in supporting artificial intelligence development.</p><p>Confluent shares surged 18% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/403870113b9d16e5f6d11fc366a58f2c\" tg-width=\"833\" tg-height=\"825\"/></p><p>The software provider is working with an investment bank on the sale process, which is in its early stages and was instigated after both private equity firms and other technology companies expressed their interest to the company in buying it, the sources said.</p><p>The company has a market capitalization of approximately $7 billion, but its stock is trading around 26% lower year-to-date. Some of the sources noted while Confluent&#39;s technology is highly sought-after, it became vulnerable to takeover approaches when its stock price dived in July, when it reported losing business from a large customer.</p><p>The sources cautioned that no deal is guaranteed and Confluent could ultimately remain independent. They also spoke on condition of anonymity because the discussions are confidential.</p><p>Confluent did not immediately respond to a comment request.</p><p>Mountain View, California-based Confluent provides technology needed to manage massive, real-time data streams for artificial intelligence models.</p><p>The company was founded by the original creators of Apache Kafka, a popular open-source technology that helps companies process huge torrents of data in real time, from bank transactions to website clicks. Confluent commercializes Kafka, providing enterprise-grade features, services, and support to major corporations worldwide.</p><p>The interest in Confluent highlights a surge in demand for data infrastructure companies, fueled by the corporate race to develop generative artificial intelligence. In May, Salesforce agreed to acquire software maker Informatica for approximately $8 billion to bolster its AI capabilities by integrating Informatica&#39;s data management, integration, and governance tools into the Salesforce platform.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4561":"索罗斯持仓","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","BK4538":"云计算","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","CFLT":"Confluent, Inc.","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4548":"巴美列捷福持仓","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","BK4023":"应用软件","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4527":"明星科技股","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4585":"ETF&股票定投概念","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4551":"寇图资本持仓"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251008:nL6N3VO11F:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573913173","content_text":"Oct 7 (Reuters) - Confluent is exploring a sale after attracting acquisition interest, according to three people familiar with the matter, the latest data infrastructure company to draw suitors for its potential in supporting artificial intelligence development.Confluent shares surged 18% in premarket trading.The software provider is working with an investment bank on the sale process, which is in its early stages and was instigated after both private equity firms and other technology companies expressed their interest to the company in buying it, the sources said.The company has a market capitalization of approximately $7 billion, but its stock is trading around 26% lower year-to-date. Some of the sources noted while Confluent's technology is highly sought-after, it became vulnerable to takeover approaches when its stock price dived in July, when it reported losing business from a large customer.The sources cautioned that no deal is guaranteed and Confluent could ultimately remain independent. They also spoke on condition of anonymity because the discussions are confidential.Confluent did not immediately respond to a comment request.Mountain View, California-based Confluent provides technology needed to manage massive, real-time data streams for artificial intelligence models.The company was founded by the original creators of Apache Kafka, a popular open-source technology that helps companies process huge torrents of data in real time, from bank transactions to website clicks. Confluent commercializes Kafka, providing enterprise-grade features, services, and support to major corporations worldwide.The interest in Confluent highlights a surge in demand for data infrastructure companies, fueled by the corporate race to develop generative artificial intelligence. In May, Salesforce agreed to acquire software maker Informatica for approximately $8 billion to bolster its AI capabilities by integrating Informatica's data management, integration, and governance tools into the Salesforce platform.","news_type":1,"symbols_score_info":{"CFLT":0.9}},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":486938847908248,"gmtCreate":1759911871857,"gmtModify":1759911940082,"author":{"id":"4088751882328130","authorId":"4088751882328130","name":"Daddygoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088751882328130","idStr":"4088751882328130"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/486938847908248","repostId":"2573401951","repostType":2,"repost":{"id":"2573401951","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1759908600,"share":"https://ttm.financial/m/news/2573401951?lang=en_US&edition=fundamental","pubTime":"2025-10-08 15:30","market":"us","language":"en","title":"Three Scenarios That Could Spook Stocks in October, According to a Wall Street Veteran","url":"https://stock-news.laohu8.com/highlight/detail?id=2573401951","media":"Dow Jones","summary":"Signs of an AI bubble and an increasingly stressed lower-income consumer could dampen investors’ enthusiasm for stocks, says Tom Essaye, founder of the Sevens Report.","content":"<html><head></head><body><p>As Halloween decorations start to appear in storefronts and on front porches across the U.S., one Wall Street veteran has decided to take a closer look at three scenarios that could spook markets as the fourth quarter gets underway.</p><p style=\"text-align: start;\">“Over the weekend, my family and I decorated our house and yard for Halloween. While doing so, it dawned on me that much of the financial media and analyst community isn’t accurately portraying this market reality: The outlook for stocks and risk assets remains positive, but if things start to turn bad, the situation becomes downright scary from a return standpoint,” said Tom Essaye, founder and president of Sevens Report Research, in commentary shared with MarketWatch.</p><p>October has a reputation for volatility, largely for two reasons: On Oct. 19, 1987, the S&amp;P 500 fell by 20.5% in a selloff that has been remembered as ”Black Monday.” To this day, that is the biggest percentage-point drop ever recorded for the index in a single session.</p><p>In October 2008, the index fell by nearly 17% as the global financial crisis spread. That ended up being the most painful month of a selloff that ultimately saw the index’s value cut in half.</p><p style=\"text-align: start;\">Already, the market is showing signs of mounting apprehension among traders even as the S&amp;P 500 headed for another record finish on Monday. Last week, the Cboe Volatility Index rose for five straight sessions alongside the S&amp;P 500.</p><p style=\"text-align: start;\">Ryan Detrick, chief market strategist at Carson Group, pointed out that this is the first time both indexes have risen together for five straight days since 1996. The VIX is based in part on demand for option contracts that could protect against a selloff in the S&amp;P 500.</p><h3 id=\"id_562266101\" style=\"text-align: start;\">AI is a bubble</h3><p style=\"text-align: start;\">The first scary scenario sketched out by Essaye is the possibility that AI investment might be in a bubble.</p><p style=\"text-align: start;\">The topic has been widely discussed on Wall Street recently, Essaye pointed out. But so far, investors have mostly ignored these risks. Just look at Monday’s huge rally in shares of Advanced Micro Devices, which soared on news of a multiyear chip deal involving OpenAI.</p><p>Yet potential red flags have continued to multiply. The growing number of circular financing arrangements involving Nvidia Corp. and its customers is one example, Essaye said.</p><p style=\"text-align: start;\">He isn’t the only one thinking about the risks of relying too heavily on these arrangements.</p><p style=\"text-align: start;\">A team of analysts at Goldman Sachs Group on Monday acknowledged the circular nature of deals involving Nvidia and OpenAI in a report shared with MarketWatch.</p><p style=\"text-align: start;\">However, the Goldman team concluded that these deals represent less than 15% of Nvidia’s expected revenue in 2027. That leaves plenty of room for Nvidia’s core customers to continue to boost demand for its chips.</p><p style=\"text-align: start;\">Another risk: the climbing valuations for private AI companies. Last week, OpenAI’s valuation hit $500 billion, making it the world’s most valuable private company, after company insiders were allowed to sell some of their shares to Japanese conglomerate Softbank. The fact that, as of now, these companies still lack a clear path to profitability should be enough to give some investors pause, Essaye said.</p><p style=\"text-align: start;\">If the AI bubble does ultimately burst, it could cause the S&amp;P 500 to fall by between 10% and 20%, if not more. Most of this would be driven by negative earnings revisions for AI giants like Nvidia, as well as companies like Meta Platforms Inc. and Microsoft Corp., which have become Nvidia’s biggest customers. But the suspension of Big Tech’s spending on AI data centers and other associated capital expenditures could impact sectors beyond technology, including industrials and utilities names.</p><h3 id=\"id_2702612150\" style=\"text-align: start;\">Credit stress hits the economy</h3><p style=\"text-align: start;\">Consumers with less income and savings have been struggling for some time now. So far, financial markets have managed to mostly ignore their plight. But that could soon change.</p><p style=\"text-align: start;\">As third-quarter earnings reports start rolling in, investors could hear more alarming warnings from companies that are closer to the American consumer. Already, CarMax has reported a jump in its loan-delinquency rate, joining a chorus of companies warning that lower-income consumers are looking increasingly stretched.</p><p style=\"text-align: start;\">Consumers are struggling to keep up with rising prices now that the rate of income growth has slowed, Essaye said. This is even helping to stoke fears about a “minor-ish” credit event for financial companies like Synchrony Financial, Capital One Financial Corp. and others, Essaye said.</p><p style=\"text-align: start;\">“To be clear, I’m not talking about a 2008-style event. I’m talking about stress on the majority of consumer spending that turns out to be a surprise negative,” Essaye said.</p><h3 id=\"id_2971839379\" style=\"text-align: start;\">Sagging labor market weighs on economy</h3><p style=\"text-align: start;\">There is no question that the labor market in the U.S. has started to weaken. The only thing open for debate right now is how bad this will get, Essaye said.</p><p style=\"text-align: start;\">Right now, investors expect modest labor-market weakness, but not enough to dampen the outlook for economic growth, which is increasingly being driven by AI-related investment.</p><p style=\"text-align: start;\">Investors are thinking that the unemployment rate will rise as high as 4.5% or 4.6%, then stay there. However, Essaye said this has rarely happened in the past. Once unemployment starts to pick up, it generally continues to climb. Right now, markets — particularly U.S. stocks — are making almost no allowances for the possibility of a recession.</p><p style=\"text-align: start;\">“Recessions can and will happen, and while no one expects one now, that doesn’t mean it won’t happen,” Essaye said.</p><p style=\"text-align: start;\">The real “horror-movie scenario” for investors at this point, according to Essaye, is that investors finally wake up to all three of these risks at the same time. A deflating AI bubble and buckling consumer against the backdrop of a broadly slowing economy would result in a 30% decline for the S&amp;P 500 that could take years to work off. Think the dot-com bubble, which took more than two years to completely deflate.</p><p style=\"text-align: start;\">Essaye was a trader at Merrill Lynch before launching the Sevens Report.</p><p style=\"text-align: start;\">U.S. stocks closed lower on Tuesday, with the Dow Jones Industrial Average fell 0.2%, the S&amp;P 500 dropped 0.4%, and Nasdaq Composite declined 0.7%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Three Scenarios That Could Spook Stocks in October, According to a Wall Street Veteran</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThree Scenarios That Could Spook Stocks in October, According to a Wall Street Veteran\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-08 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>As Halloween decorations start to appear in storefronts and on front porches across the U.S., one Wall Street veteran has decided to take a closer look at three scenarios that could spook markets as the fourth quarter gets underway.</p><p style=\"text-align: start;\">“Over the weekend, my family and I decorated our house and yard for Halloween. While doing so, it dawned on me that much of the financial media and analyst community isn’t accurately portraying this market reality: The outlook for stocks and risk assets remains positive, but if things start to turn bad, the situation becomes downright scary from a return standpoint,” said Tom Essaye, founder and president of Sevens Report Research, in commentary shared with MarketWatch.</p><p>October has a reputation for volatility, largely for two reasons: On Oct. 19, 1987, the S&amp;P 500 fell by 20.5% in a selloff that has been remembered as ”Black Monday.” To this day, that is the biggest percentage-point drop ever recorded for the index in a single session.</p><p>In October 2008, the index fell by nearly 17% as the global financial crisis spread. That ended up being the most painful month of a selloff that ultimately saw the index’s value cut in half.</p><p style=\"text-align: start;\">Already, the market is showing signs of mounting apprehension among traders even as the S&amp;P 500 headed for another record finish on Monday. Last week, the Cboe Volatility Index rose for five straight sessions alongside the S&amp;P 500.</p><p style=\"text-align: start;\">Ryan Detrick, chief market strategist at Carson Group, pointed out that this is the first time both indexes have risen together for five straight days since 1996. The VIX is based in part on demand for option contracts that could protect against a selloff in the S&amp;P 500.</p><h3 id=\"id_562266101\" style=\"text-align: start;\">AI is a bubble</h3><p style=\"text-align: start;\">The first scary scenario sketched out by Essaye is the possibility that AI investment might be in a bubble.</p><p style=\"text-align: start;\">The topic has been widely discussed on Wall Street recently, Essaye pointed out. But so far, investors have mostly ignored these risks. Just look at Monday’s huge rally in shares of Advanced Micro Devices, which soared on news of a multiyear chip deal involving OpenAI.</p><p>Yet potential red flags have continued to multiply. The growing number of circular financing arrangements involving Nvidia Corp. and its customers is one example, Essaye said.</p><p style=\"text-align: start;\">He isn’t the only one thinking about the risks of relying too heavily on these arrangements.</p><p style=\"text-align: start;\">A team of analysts at Goldman Sachs Group on Monday acknowledged the circular nature of deals involving Nvidia and OpenAI in a report shared with MarketWatch.</p><p style=\"text-align: start;\">However, the Goldman team concluded that these deals represent less than 15% of Nvidia’s expected revenue in 2027. That leaves plenty of room for Nvidia’s core customers to continue to boost demand for its chips.</p><p style=\"text-align: start;\">Another risk: the climbing valuations for private AI companies. Last week, OpenAI’s valuation hit $500 billion, making it the world’s most valuable private company, after company insiders were allowed to sell some of their shares to Japanese conglomerate Softbank. The fact that, as of now, these companies still lack a clear path to profitability should be enough to give some investors pause, Essaye said.</p><p style=\"text-align: start;\">If the AI bubble does ultimately burst, it could cause the S&amp;P 500 to fall by between 10% and 20%, if not more. Most of this would be driven by negative earnings revisions for AI giants like Nvidia, as well as companies like Meta Platforms Inc. and Microsoft Corp., which have become Nvidia’s biggest customers. But the suspension of Big Tech’s spending on AI data centers and other associated capital expenditures could impact sectors beyond technology, including industrials and utilities names.</p><h3 id=\"id_2702612150\" style=\"text-align: start;\">Credit stress hits the economy</h3><p style=\"text-align: start;\">Consumers with less income and savings have been struggling for some time now. So far, financial markets have managed to mostly ignore their plight. But that could soon change.</p><p style=\"text-align: start;\">As third-quarter earnings reports start rolling in, investors could hear more alarming warnings from companies that are closer to the American consumer. Already, CarMax has reported a jump in its loan-delinquency rate, joining a chorus of companies warning that lower-income consumers are looking increasingly stretched.</p><p style=\"text-align: start;\">Consumers are struggling to keep up with rising prices now that the rate of income growth has slowed, Essaye said. This is even helping to stoke fears about a “minor-ish” credit event for financial companies like Synchrony Financial, Capital One Financial Corp. and others, Essaye said.</p><p style=\"text-align: start;\">“To be clear, I’m not talking about a 2008-style event. I’m talking about stress on the majority of consumer spending that turns out to be a surprise negative,” Essaye said.</p><h3 id=\"id_2971839379\" style=\"text-align: start;\">Sagging labor market weighs on economy</h3><p style=\"text-align: start;\">There is no question that the labor market in the U.S. has started to weaken. The only thing open for debate right now is how bad this will get, Essaye said.</p><p style=\"text-align: start;\">Right now, investors expect modest labor-market weakness, but not enough to dampen the outlook for economic growth, which is increasingly being driven by AI-related investment.</p><p style=\"text-align: start;\">Investors are thinking that the unemployment rate will rise as high as 4.5% or 4.6%, then stay there. However, Essaye said this has rarely happened in the past. Once unemployment starts to pick up, it generally continues to climb. Right now, markets — particularly U.S. stocks — are making almost no allowances for the possibility of a recession.</p><p style=\"text-align: start;\">“Recessions can and will happen, and while no one expects one now, that doesn’t mean it won’t happen,” Essaye said.</p><p style=\"text-align: start;\">The real “horror-movie scenario” for investors at this point, according to Essaye, is that investors finally wake up to all three of these risks at the same time. A deflating AI bubble and buckling consumer against the backdrop of a broadly slowing economy would result in a 30% decline for the S&amp;P 500 that could take years to work off. Think the dot-com bubble, which took more than two years to completely deflate.</p><p style=\"text-align: start;\">Essaye was a trader at Merrill Lynch before launching the Sevens Report.</p><p style=\"text-align: start;\">U.S. stocks closed lower on Tuesday, with the Dow Jones Industrial Average fell 0.2%, the S&amp;P 500 dropped 0.4%, and Nasdaq Composite declined 0.7%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC",".SPX":"S&P 500 Index","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC",".DJI":"道琼斯","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573401951","content_text":"As Halloween decorations start to appear in storefronts and on front porches across the U.S., one Wall Street veteran has decided to take a closer look at three scenarios that could spook markets as the fourth quarter gets underway.“Over the weekend, my family and I decorated our house and yard for Halloween. While doing so, it dawned on me that much of the financial media and analyst community isn’t accurately portraying this market reality: The outlook for stocks and risk assets remains positive, but if things start to turn bad, the situation becomes downright scary from a return standpoint,” said Tom Essaye, founder and president of Sevens Report Research, in commentary shared with MarketWatch.October has a reputation for volatility, largely for two reasons: On Oct. 19, 1987, the S&P 500 fell by 20.5% in a selloff that has been remembered as ”Black Monday.” To this day, that is the biggest percentage-point drop ever recorded for the index in a single session.In October 2008, the index fell by nearly 17% as the global financial crisis spread. That ended up being the most painful month of a selloff that ultimately saw the index’s value cut in half.Already, the market is showing signs of mounting apprehension among traders even as the S&P 500 headed for another record finish on Monday. Last week, the Cboe Volatility Index rose for five straight sessions alongside the S&P 500.Ryan Detrick, chief market strategist at Carson Group, pointed out that this is the first time both indexes have risen together for five straight days since 1996. The VIX is based in part on demand for option contracts that could protect against a selloff in the S&P 500.AI is a bubbleThe first scary scenario sketched out by Essaye is the possibility that AI investment might be in a bubble.The topic has been widely discussed on Wall Street recently, Essaye pointed out. But so far, investors have mostly ignored these risks. Just look at Monday’s huge rally in shares of Advanced Micro Devices, which soared on news of a multiyear chip deal involving OpenAI.Yet potential red flags have continued to multiply. The growing number of circular financing arrangements involving Nvidia Corp. and its customers is one example, Essaye said.He isn’t the only one thinking about the risks of relying too heavily on these arrangements.A team of analysts at Goldman Sachs Group on Monday acknowledged the circular nature of deals involving Nvidia and OpenAI in a report shared with MarketWatch.However, the Goldman team concluded that these deals represent less than 15% of Nvidia’s expected revenue in 2027. That leaves plenty of room for Nvidia’s core customers to continue to boost demand for its chips.Another risk: the climbing valuations for private AI companies. Last week, OpenAI’s valuation hit $500 billion, making it the world’s most valuable private company, after company insiders were allowed to sell some of their shares to Japanese conglomerate Softbank. The fact that, as of now, these companies still lack a clear path to profitability should be enough to give some investors pause, Essaye said.If the AI bubble does ultimately burst, it could cause the S&P 500 to fall by between 10% and 20%, if not more. Most of this would be driven by negative earnings revisions for AI giants like Nvidia, as well as companies like Meta Platforms Inc. and Microsoft Corp., which have become Nvidia’s biggest customers. But the suspension of Big Tech’s spending on AI data centers and other associated capital expenditures could impact sectors beyond technology, including industrials and utilities names.Credit stress hits the economyConsumers with less income and savings have been struggling for some time now. So far, financial markets have managed to mostly ignore their plight. But that could soon change.As third-quarter earnings reports start rolling in, investors could hear more alarming warnings from companies that are closer to the American consumer. Already, CarMax has reported a jump in its loan-delinquency rate, joining a chorus of companies warning that lower-income consumers are looking increasingly stretched.Consumers are struggling to keep up with rising prices now that the rate of income growth has slowed, Essaye said. This is even helping to stoke fears about a “minor-ish” credit event for financial companies like Synchrony Financial, Capital One Financial Corp. and others, Essaye said.“To be clear, I’m not talking about a 2008-style event. I’m talking about stress on the majority of consumer spending that turns out to be a surprise negative,” Essaye said.Sagging labor market weighs on economyThere is no question that the labor market in the U.S. has started to weaken. The only thing open for debate right now is how bad this will get, Essaye said.Right now, investors expect modest labor-market weakness, but not enough to dampen the outlook for economic growth, which is increasingly being driven by AI-related investment.Investors are thinking that the unemployment rate will rise as high as 4.5% or 4.6%, then stay there. However, Essaye said this has rarely happened in the past. Once unemployment starts to pick up, it generally continues to climb. Right now, markets — particularly U.S. stocks — are making almost no allowances for the possibility of a recession.“Recessions can and will happen, and while no one expects one now, that doesn’t mean it won’t happen,” Essaye said.The real “horror-movie scenario” for investors at this point, according to Essaye, is that investors finally wake up to all three of these risks at the same time. A deflating AI bubble and buckling consumer against the backdrop of a broadly slowing economy would result in a 30% decline for the S&P 500 that could take years to work off. Think the dot-com bubble, which took more than two years to completely deflate.Essaye was a trader at Merrill Lynch before launching the Sevens Report.U.S. stocks closed lower on Tuesday, with the Dow Jones Industrial Average fell 0.2%, the S&P 500 dropped 0.4%, and Nasdaq Composite declined 0.7%.","news_type":1,"symbols_score_info":{".SPX":1.1,".IXIC":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487175163552232,"gmtCreate":1759906347010,"gmtModify":1759909577354,"author":{"id":"4088751882328130","authorId":"4088751882328130","name":"Daddygoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088751882328130","idStr":"4088751882328130"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487175163552232","repostId":"2573913173","repostType":2,"repost":{"id":"2573913173","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1759910779,"share":"https://ttm.financial/m/news/2573913173?lang=en_US&edition=fundamental","pubTime":"2025-10-08 16:06","market":"us","language":"en","title":"Data Streaming Software Maker Confluent Explores Sale, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2573913173","media":"Reuters","summary":"Confluent is exploring a sale after attracting acquisition interest, according to three people familiar with the matter.","content":"<html><head></head><body><p>Oct 7 (Reuters) - <a href=\"https://laohu8.com/S/CFLT\">Confluent</a> is exploring a sale after attracting acquisition interest, according to three people familiar with the matter, the latest data infrastructure company to draw suitors for its potential in supporting artificial intelligence development.</p><p>Confluent shares surged 18% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/403870113b9d16e5f6d11fc366a58f2c\" tg-width=\"833\" tg-height=\"825\"/></p><p>The software provider is working with an investment bank on the sale process, which is in its early stages and was instigated after both private equity firms and other technology companies expressed their interest to the company in buying it, the sources said.</p><p>The company has a market capitalization of approximately $7 billion, but its stock is trading around 26% lower year-to-date. Some of the sources noted while Confluent&#39;s technology is highly sought-after, it became vulnerable to takeover approaches when its stock price dived in July, when it reported losing business from a large customer.</p><p>The sources cautioned that no deal is guaranteed and Confluent could ultimately remain independent. They also spoke on condition of anonymity because the discussions are confidential.</p><p>Confluent did not immediately respond to a comment request.</p><p>Mountain View, California-based Confluent provides technology needed to manage massive, real-time data streams for artificial intelligence models.</p><p>The company was founded by the original creators of Apache Kafka, a popular open-source technology that helps companies process huge torrents of data in real time, from bank transactions to website clicks. Confluent commercializes Kafka, providing enterprise-grade features, services, and support to major corporations worldwide.</p><p>The interest in Confluent highlights a surge in demand for data infrastructure companies, fueled by the corporate race to develop generative artificial intelligence. In May, Salesforce agreed to acquire software maker Informatica for approximately $8 billion to bolster its AI capabilities by integrating Informatica&#39;s data management, integration, and governance tools into the Salesforce platform.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Data Streaming Software Maker Confluent Explores Sale, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nData Streaming Software Maker Confluent Explores Sale, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-08 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oct 7 (Reuters) - <a href=\"https://laohu8.com/S/CFLT\">Confluent</a> is exploring a sale after attracting acquisition interest, according to three people familiar with the matter, the latest data infrastructure company to draw suitors for its potential in supporting artificial intelligence development.</p><p>Confluent shares surged 18% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/403870113b9d16e5f6d11fc366a58f2c\" tg-width=\"833\" tg-height=\"825\"/></p><p>The software provider is working with an investment bank on the sale process, which is in its early stages and was instigated after both private equity firms and other technology companies expressed their interest to the company in buying it, the sources said.</p><p>The company has a market capitalization of approximately $7 billion, but its stock is trading around 26% lower year-to-date. Some of the sources noted while Confluent&#39;s technology is highly sought-after, it became vulnerable to takeover approaches when its stock price dived in July, when it reported losing business from a large customer.</p><p>The sources cautioned that no deal is guaranteed and Confluent could ultimately remain independent. They also spoke on condition of anonymity because the discussions are confidential.</p><p>Confluent did not immediately respond to a comment request.</p><p>Mountain View, California-based Confluent provides technology needed to manage massive, real-time data streams for artificial intelligence models.</p><p>The company was founded by the original creators of Apache Kafka, a popular open-source technology that helps companies process huge torrents of data in real time, from bank transactions to website clicks. Confluent commercializes Kafka, providing enterprise-grade features, services, and support to major corporations worldwide.</p><p>The interest in Confluent highlights a surge in demand for data infrastructure companies, fueled by the corporate race to develop generative artificial intelligence. In May, Salesforce agreed to acquire software maker Informatica for approximately $8 billion to bolster its AI capabilities by integrating Informatica&#39;s data management, integration, and governance tools into the Salesforce platform.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4561":"索罗斯持仓","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","BK4538":"云计算","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","CFLT":"Confluent, Inc.","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4548":"巴美列捷福持仓","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","BK4023":"应用软件","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4527":"明星科技股","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4585":"ETF&股票定投概念","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4551":"寇图资本持仓"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251008:nL6N3VO11F:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573913173","content_text":"Oct 7 (Reuters) - Confluent is exploring a sale after attracting acquisition interest, according to three people familiar with the matter, the latest data infrastructure company to draw suitors for its potential in supporting artificial intelligence development.Confluent shares surged 18% in premarket trading.The software provider is working with an investment bank on the sale process, which is in its early stages and was instigated after both private equity firms and other technology companies expressed their interest to the company in buying it, the sources said.The company has a market capitalization of approximately $7 billion, but its stock is trading around 26% lower year-to-date. Some of the sources noted while Confluent's technology is highly sought-after, it became vulnerable to takeover approaches when its stock price dived in July, when it reported losing business from a large customer.The sources cautioned that no deal is guaranteed and Confluent could ultimately remain independent. They also spoke on condition of anonymity because the discussions are confidential.Confluent did not immediately respond to a comment request.Mountain View, California-based Confluent provides technology needed to manage massive, real-time data streams for artificial intelligence models.The company was founded by the original creators of Apache Kafka, a popular open-source technology that helps companies process huge torrents of data in real time, from bank transactions to website clicks. Confluent commercializes Kafka, providing enterprise-grade features, services, and support to major corporations worldwide.The interest in Confluent highlights a surge in demand for data infrastructure companies, fueled by the corporate race to develop generative artificial intelligence. In May, Salesforce agreed to acquire software maker Informatica for approximately $8 billion to bolster its AI capabilities by integrating Informatica's data management, integration, and governance tools into the Salesforce platform.","news_type":1,"symbols_score_info":{"CFLT":0.9}},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487845581459744,"gmtCreate":1760071174158,"gmtModify":1760071491606,"author":{"id":"4088751882328130","authorId":"4088751882328130","name":"Daddygoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088751882328130","idStr":"4088751882328130"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487845581459744","repostId":"1140407778","repostType":2,"repost":{"id":"1140407778","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1760062278,"share":"https://ttm.financial/m/news/1140407778?lang=en_US&edition=fundamental","pubTime":"2025-10-10 10:11","market":"us","language":"en","title":"24H｜Crypto Stocks Jump, TeraWulf up 6%, Bitfarms and IREN up 2%; Drone-Related Stocks Rally, Palladyne AI and SES AI up 4%; APLD up 25%; Energy Fuels up 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140407778","media":"Tiger Newspress","summary":"Crypto stocks jumped in overnight trading.$TeraWulf Inc.(WULF)$ rose 6%;  $CleanSpark, Inc.(CLSK)$ up 3%;  $Cipher Mining Inc.(CIFR)$,  $Bitfarms Ltd.(BITF)$,  $Canaan Inc.(CAN)$, $IREN Ltd(IREN)$ up...","content":"<html><head></head><body><p>Crypto stocks jumped in overnight trading.</p><p><a href=\"https://laohu8.com/S/WULF\">TeraWulf Inc.</a> rose 6%;  <a href=\"https://laohu8.com/S/CLSK\">CleanSpark, Inc.</a> up 3%;  <a href=\"https://laohu8.com/S/CIFR\">Cipher Mining Inc.</a>,  <a href=\"https://laohu8.com/S/BITF\">Bitfarms Ltd.</a>,  <a href=\"https://laohu8.com/S/CAN\">Canaan Inc.</a>, <a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> up 2%; <a href=\"https://laohu8.com/S/MSTR\">Strategy</a> rose 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d848f4891c5d5f8578ba7d6e1c8c102d\" tg-width=\"421\" tg-height=\"505\"/></p><p>Drone-related stocks rallied in overnight trading.</p><p><a href=\"https://laohu8.com/S/UAVS\">AgEagle Aerial Systems, Inc.</a>, <a href=\"https://laohu8.com/S/PDYN\">PALLADYNE AI CORP</a>, <a href=\"https://laohu8.com/S/SES\">SES AI Corp</a> up 4%; <a href=\"https://laohu8.com/S/RCAT\">Red Cat Holdings Inc.</a>,  <a href=\"https://laohu8.com/S/ONDS\">Ondas Holdings Inc.</a> up 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d97ded8644fc741c0f237e7f13e5314\" tg-width=\"419\" tg-height=\"238\"/></p><p>Nuclear stocks rose in overnight trading.  <a href=\"https://laohu8.com/S/UUUU\">Energy Fuels</a> up 3%;  <a href=\"https://laohu8.com/S/UEC\">Uranium</a> up 2%;  <a href=\"https://laohu8.com/S/NXE\">Nexgen Energy Ltd.</a> up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/23f38da9e44b48515ee8b2b8e2f1fe77\" tg-width=\"422\" tg-height=\"237\"/></p><p>Nvidia-linked shares rallied in overnight trading.  <a href=\"https://laohu8.com/S/APLD\">APPLIED DIGITAL CORP</a> up 25%;  <a href=\"https://laohu8.com/S/NNOX\">Nano-X Imaging Ltd.</a> up 4%;  <a href=\"https://laohu8.com/S/SERV\">Serve Robotics Inc.</a> up 3%;  <a href=\"https://laohu8.com/S/AUR\">Aurora Innovation</a>,  <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals, Inc.</a> up 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e59f72cb47c4a39c2c68341ff4e85dc\" tg-width=\"421\" tg-height=\"289\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H｜Crypto Stocks Jump, TeraWulf up 6%, Bitfarms and IREN up 2%; Drone-Related Stocks Rally, Palladyne AI and SES AI up 4%; APLD up 25%; Energy Fuels up 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n24H｜Crypto Stocks Jump, TeraWulf up 6%, Bitfarms and IREN up 2%; Drone-Related Stocks Rally, Palladyne AI and SES AI up 4%; APLD up 25%; Energy Fuels up 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-10-10 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks jumped in overnight trading.</p><p><a href=\"https://laohu8.com/S/WULF\">TeraWulf Inc.</a> rose 6%;  <a href=\"https://laohu8.com/S/CLSK\">CleanSpark, Inc.</a> up 3%;  <a href=\"https://laohu8.com/S/CIFR\">Cipher Mining Inc.</a>,  <a href=\"https://laohu8.com/S/BITF\">Bitfarms Ltd.</a>,  <a href=\"https://laohu8.com/S/CAN\">Canaan Inc.</a>, <a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> up 2%; <a href=\"https://laohu8.com/S/MSTR\">Strategy</a> rose 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d848f4891c5d5f8578ba7d6e1c8c102d\" tg-width=\"421\" tg-height=\"505\"/></p><p>Drone-related stocks rallied in overnight trading.</p><p><a href=\"https://laohu8.com/S/UAVS\">AgEagle Aerial Systems, Inc.</a>, <a href=\"https://laohu8.com/S/PDYN\">PALLADYNE AI CORP</a>, <a href=\"https://laohu8.com/S/SES\">SES AI Corp</a> up 4%; <a href=\"https://laohu8.com/S/RCAT\">Red Cat Holdings Inc.</a>,  <a href=\"https://laohu8.com/S/ONDS\">Ondas Holdings Inc.</a> up 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d97ded8644fc741c0f237e7f13e5314\" tg-width=\"419\" tg-height=\"238\"/></p><p>Nuclear stocks rose in overnight trading.  <a href=\"https://laohu8.com/S/UUUU\">Energy Fuels</a> up 3%;  <a href=\"https://laohu8.com/S/UEC\">Uranium</a> up 2%;  <a href=\"https://laohu8.com/S/NXE\">Nexgen Energy Ltd.</a> up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/23f38da9e44b48515ee8b2b8e2f1fe77\" tg-width=\"422\" tg-height=\"237\"/></p><p>Nvidia-linked shares rallied in overnight trading.  <a href=\"https://laohu8.com/S/APLD\">APPLIED DIGITAL CORP</a> up 25%;  <a href=\"https://laohu8.com/S/NNOX\">Nano-X Imaging Ltd.</a> up 4%;  <a href=\"https://laohu8.com/S/SERV\">Serve Robotics Inc.</a> up 3%;  <a href=\"https://laohu8.com/S/AUR\">Aurora Innovation</a>,  <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals, Inc.</a> up 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e59f72cb47c4a39c2c68341ff4e85dc\" tg-width=\"421\" tg-height=\"289\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WULF":"TeraWulf Inc.","SES":"SES AI Corp","BITF":"Bitfarms Ltd.","PDYN":"PALLADYNE AI CORP","IREN":"IREN Ltd","UUUU":"Energy Fuels Inc","APLD":"APPLIED DIGITAL CORP"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140407778","content_text":"Crypto stocks jumped in overnight trading.TeraWulf Inc. rose 6%;  CleanSpark, Inc. up 3%;  Cipher Mining Inc.,  Bitfarms Ltd.,  Canaan Inc., IREN Ltd up 2%; Strategy rose 1%.Drone-related stocks rallied in overnight trading.AgEagle Aerial Systems, Inc., PALLADYNE AI CORP, SES AI Corp up 4%; Red Cat Holdings Inc.,  Ondas Holdings Inc. up 2%.Nuclear stocks rose in overnight trading.  Energy Fuels up 3%;  Uranium up 2%;  Nexgen Energy Ltd. up 1%.Nvidia-linked shares rallied in overnight trading.  APPLIED DIGITAL CORP up 25%;  Nano-X Imaging Ltd. up 4%;  Serve Robotics Inc. up 3%;  Aurora Innovation,  Recursion Pharmaceuticals, Inc. up 2%.","news_type":1,"symbols_score_info":{"SES":1.1,"WULF":1.1,"IREN":1.1,"APLD":1.1,"PDYN":1.1,"BITF":1.1,"UUUU":1.1}},"isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}