{"collected_at":"2026-09-28T07:45:00.001133-04:00","data_as_of":"2026-09-28T07:45:00.001133-04:00","trading_date":"2026-09-28","prior_trading_day":"2026-09-25","checklist":{"macro":{"fed":true,"pce":true,"cpi":true,"nfp_payrolls":true,"unemployment_rate":true,"avg_hourly_earnings":true,"initial_claims":true,"economic_calendar":true,"nonfarm_countdown":true,"nfp_release_day":false},"market":{"SPY":true,"QQQ":true,"DIA":true,"ES_futures":true,"TQQQ":true,"VIX":true,"DXY":true,"10Y":true},"sector":{"XLK":true,"SMH":true,"XLF":true,"XLE":true},"stocks":{"NVDA":true,"MSFT":true,"AAPL":true,"AMZN":true,"META":true,"GOOGL":true,"TSLA":true},"news":{"polygon_news":true,"bloomberg":true,"wsj":true},"options":{"qqq_option_chain":true,"iv":true,"put_call_ratio":true,"open_interest":true}},"market":{"quotes":{"SPY":{"ticker":"SPY","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":771.35,"high":771.35,"low":771.35,"close":771.35,"volume":0,"data_as_of":"2026-09-28T07:45:00.006369-04:00","prior_session":true,"prior_close":771.35,"prior_close_date":"2026-09-25","change_pct":0.0},"QQQ":{"ticker":"QQQ","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":744.5,"high":744.5,"low":744.5,"close":744.5,"volume":0,"data_as_of":"2026-09-28T07:45:00.429109-04:00","prior_session":true,"prior_close":744.5,"prior_close_date":"2026-09-25","change_pct":0.0},"TQQQ":{"ticker":"TQQQ","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":79.6,"high":79.6,"low":79.6,"close":79.6,"volume":0,"data_as_of":"2026-09-28T07:45:00.633612-04:00","prior_session":true,"prior_close":79.6,"prior_close_date":"2026-09-25","change_pct":0.0},"DIA":{"ticker":"DIA","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":517.49,"high":517.49,"low":517.49,"close":517.49,"volume":0,"data_as_of":"2026-09-28T07:45:00.817608-04:00","prior_session":true,"prior_close":517.49,"prior_close_date":"2026-09-25","change_pct":0.0},"ES=F":{"ticker":"ES=F","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":7768.25,"high":7768.25,"low":7768.25,"close":7768.25,"volume":0,"data_as_of":"2026-09-28T07:45:01.037234-04:00","prior_session":true,"prior_close":7803.75,"prior_close_date":"2026-09-25","change_pct":-0.45},"^VIX":{"ticker":"^VIX","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":16.25,"high":16.25,"low":16.25,"close":16.25,"volume":0,"data_as_of":"2026-09-28T07:45:01.250941-04:00","prior_session":true,"prior_close":14.87,"prior_close_date":"2026-09-25","change_pct":9.28},"DX-Y.NYB":{"ticker":"DX-Y.NYB","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":101.102,"high":101.102,"low":101.102,"close":101.102,"volume":0,"data_as_of":"2026-09-28T07:45:01.379473-04:00","prior_session":true,"prior_close":100.97,"prior_close_date":"2026-09-25","change_pct":0.13},"^TNX":{"ticker":"^TNX","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":5.184,"high":5.184,"low":5.184,"close":5.184,"volume":0,"data_as_of":"2026-09-28T07:45:01.501747-04:00","prior_session":true,"prior_close":5.184,"prior_close_date":"2026-09-25","change_pct":0.0}},"errors":[],"treasury_10y_fred":{"realtime_start":"2026-09-25","realtime_end":"2026-09-25","date":"2026-09-24","value":"5.18"},"checklist":{"SPY":true,"QQQ":true,"DIA":true,"ES_futures":true,"TQQQ":true,"VIX":true,"DXY":true,"10Y":true},"ok":true},"macro":{"series":{"DGS10":{"series_id":"DGS10","date":"2026-09-24","value":"5.18"},"DGS2":{"series_id":"DGS2","date":"2026-09-24","value":"4.87"},"FEDFUNDS":{"series_id":"FEDFUNDS","date":"2026-08-01","value":"3.63"},"CPIAUCSL":{"series_id":"CPIAUCSL","date":"2026-08-01","value":"334.131"},"PCEPI":{"series_id":"PCEPI","date":"2026-07-01","value":"131.659"},"PAYEMS":{"series_id":"PAYEMS","date":"2026-08-01","value":"159075"},"UNRATE":{"series_id":"UNRATE","date":"2026-08-01","value":"4.1"},"AHETPI":{"series_id":"AHETPI","date":"2026-08-01","value":"32.53"},"ICSA":{"series_id":"ICSA","date":"2026-09-19","value":"197000"}},"checklist":{"fed":true,"pce":true,"cpi":true,"nfp_payrolls":true,"unemployment_rate":true,"avg_hourly_earnings":true,"initial_claims":true,"economic_calendar":true,"nonfarm_countdown":true,"nfp_release_day":false},"economic_calendar":[{"release_name":"Euro Short Term Rate","date":"2026-09-28"},{"release_name":"SONIA Interest Rate Benchmark","date":"2026-09-28"},{"release_name":"Coinbase Cryptocurrencies","date":"2026-09-27"},{"release_name":"FOMC Press Release","date":"2026-09-27"},{"release_name":"Coinbase Cryptocurrencies","date":"2026-09-26"},{"release_name":"FOMC Press Release","date":"2026-09-26"},{"release_name":"Coinbase Cryptocurrencies","date":"2026-09-25"},{"release_name":"Commercial Paper","date":"2026-09-25"},{"release_name":"Daily Treasury Inflation-Indexed Securities","date":"2026-09-25"},{"release_name":"Economic Policy Uncertainty","date":"2026-09-25"},{"release_name":"Euro Short Term Rate","date":"2026-09-25"},{"release_name":"Federal Funds Data","date":"2026-09-25"},{"release_name":"FOMC Press Release","date":"2026-09-25"},{"release_name":"GDPNow","date":"2026-09-25"},{"release_name":"H.15 Selected Interest Rates","date":"2026-09-25"}],"nonfarm_days_until":4,"nfp_release_today":false,"employment_situation_date":"2026-10-02","errors":[],"ok":true},"sector":{"quotes":{"XLK":{"ticker":"XLK","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":196.27,"high":196.27,"low":196.27,"close":196.27,"volume":0,"data_as_of":"2026-09-28T07:45:05.036445-04:00","prior_session":true,"prior_close":196.27,"prior_close_date":"2026-09-25","change_pct":0.0},"SMH":{"ticker":"SMH","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":606.56,"high":606.56,"low":606.56,"close":606.56,"volume":0,"data_as_of":"2026-09-28T07:45:05.267255-04:00","prior_session":true,"prior_close":606.56,"prior_close_date":"2026-09-25","change_pct":0.0},"XLF":{"ticker":"XLF","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":54.84,"high":54.84,"low":54.84,"close":54.84,"volume":0,"data_as_of":"2026-09-28T07:45:05.442029-04:00","prior_session":true,"prior_close":54.84,"prior_close_date":"2026-09-25","change_pct":0.0},"XLE":{"ticker":"XLE","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":62.04,"high":62.04,"low":62.04,"close":62.04,"volume":0,"data_as_of":"2026-09-28T07:45:05.671948-04:00","prior_session":true,"prior_close":62.04,"prior_close_date":"2026-09-25","change_pct":0.0}},"errors":[],"checklist":{"XLK":true,"SMH":true,"XLF":true,"XLE":true},"ok":true},"stocks":{"quotes":{"NVDA":{"ticker":"NVDA","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":225.07,"high":225.07,"low":225.07,"close":225.07,"volume":0,"data_as_of":"2026-09-28T07:45:05.931128-04:00","prior_session":true,"prior_close":225.07,"prior_close_date":"2026-09-25","change_pct":0.0},"MSFT":{"ticker":"MSFT","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":516.17,"high":516.17,"low":516.17,"close":516.17,"volume":0,"data_as_of":"2026-09-28T07:45:06.149199-04:00","prior_session":true,"prior_close":516.17,"prior_close_date":"2026-09-25","change_pct":0.0},"AAPL":{"ticker":"AAPL","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":341.07,"high":341.07,"low":341.07,"close":341.07,"volume":0,"data_as_of":"2026-09-28T07:45:06.363222-04:00","prior_session":true,"prior_close":341.07,"prior_close_date":"2026-09-25","change_pct":0.0},"AMZN":{"ticker":"AMZN","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":249.67,"high":249.67,"low":249.67,"close":249.67,"volume":0,"data_as_of":"2026-09-28T07:45:06.617595-04:00","prior_session":true,"prior_close":249.67,"prior_close_date":"2026-09-25","change_pct":0.0},"META":{"ticker":"META","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":751.66,"high":751.66,"low":751.66,"close":751.66,"volume":0,"data_as_of":"2026-09-28T07:45:06.774010-04:00","prior_session":true,"prior_close":751.66,"prior_close_date":"2026-09-25","change_pct":0.0},"GOOGL":{"ticker":"GOOGL","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":343.92,"high":343.92,"low":343.92,"close":343.92,"volume":0,"data_as_of":"2026-09-28T07:45:06.938521-04:00","prior_session":true,"prior_close":343.92,"prior_close_date":"2026-09-25","change_pct":0.0},"TSLA":{"ticker":"TSLA","date":"2026-09-25","quote_session_date":"2026-09-25","session_type":"premarket","open":372.11,"high":372.11,"low":372.11,"close":372.11,"volume":0,"data_as_of":"2026-09-28T07:45:07.123510-04:00","prior_session":true,"prior_close":372.11,"prior_close_date":"2026-09-25","change_pct":0.0}},"errors":[],"checklist":{"NVDA":true,"MSFT":true,"AAPL":true,"AMZN":true,"META":true,"GOOGL":true,"TSLA":true},"ok":true},"news":{"primary":"polygon","published_gte":"2026-09-25T20:00:00Z","polygon":[{"source":"polygon","publisher":"The Motley Fool","ticker":"QQQ","title":"This Market Signal Has Been 95% Accurate for Nearly 90 Years. What Investors Need to Do Now to be Ready","description":"Historical data shows the S&P 500 has delivered positive returns 95% of the time in the 12 months following midterm elections since 1938, with year three of the presidential cycle averaging 14.5% annual returns. The article recommends investors stay invested through broad-based ETFs rather than sitting on the sidelines, citing the market's shift toward large tech companies with strong fundamentals and the transformative potential of AI technology.","published_utc":"2026-09-26T11:30:00Z","url":"https://www.fool.com/investing/2026/09/26/this-market-signal-has-been-95-accurate-for-nearly/?source=iedfolrf0000001","keywords":["midterm elections","S&P 500","election cycle","market performance","tech stocks","artificial intelligence","ETFs","political uncertainty"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"QQQ","title":"If I Could Only Add 1 ETF to My Portfolio This Year, Here's Exactly What I'd Buy","description":"The author recommends the VanEck Semiconductor ETF (SMH) as the single best ETF to add to a portfolio, citing the continued runway of the AI boom and strong growth prospects of its top holdings. Despite a high P/E ratio of 41, the ETF's major components like Nvidia and TSMC are expected to deliver substantial revenue growth, making it an attractive high-growth investment opportunity.","published_utc":"2026-09-26T01:15:00Z","url":"https://www.fool.com/investing/2026/09/25/if-i-could-only-add-1-etf-to-my-portfolio-this-yea/?source=iedfolrf0000001","keywords":["semiconductor ETF","AI boom","chip stocks","high-growth investing","Nvidia","TSMC"],"sentiment":"positive"},{"source":"polygon","publisher":"GlobeNewswire Inc.","ticker":"NVDA","title":"How Can Everyday People Participate in the AI Infrastructure Boom? 51AIpower Explains the AI Token Economy","description":"51AIpower, an AI infrastructure participation platform, aims to democratize access to AI infrastructure by allowing everyday users to support electricity and computing resources needed for AI token production through Infrastructure Participation Plans, without requiring technical expertise or expensive GPU purchases. The article highlights how electricity is becoming a critical input in AI production as data center energy consumption grows rapidly, with AI-focused facilities seeing 50% growth in 2025.","published_utc":"2026-09-27T17:30:00Z","url":"https://www.globenewswire.com/news-release/2026/09/27/3369459/0/en/how-can-everyday-people-participate-in-the-ai-infrastructure-boom-51aipower-explains-the-ai-token-economy.html","keywords":["AI infrastructure","AI token economy","electricity consumption","data centers","AI factories","token production","computing resources","infrastructure participation"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"NVDA","title":"Intel Stock Surged Over 40% in September. History Shows What's Next.","description":"Intel's stock has surged over 40% in September and is up 250% in 2026, but the rally appears disconnected from business fundamentals. The stock now trades at 84x current earnings and 62x 2027 estimates—far above industry peers—suggesting a significant valuation correction may be coming. Analysts recommend more reasonably priced alternatives like Taiwan Semiconductor or Nvidia.","published_utc":"2026-09-27T16:32:00Z","url":"https://www.fool.com/investing/2026/09/27/intel-stock-surged-over-40-in-september-history-sh/?source=iedfolrf0000001","keywords":["Intel valuation","semiconductor stocks","stock rally","price-to-earnings ratio","foundry business","chip stocks"],"sentiment":"negative"},{"source":"polygon","publisher":"The Motley Fool","ticker":"NVDA","title":"Breakfast News: The Sunday Edition","description":"The article examines the AI safety debate between industry leaders, with Anthropic CEO calling for slower AI development while others like Elon Musk and Jensen Huang oppose new regulations. The debate centers on whether guardrails will help establish market stability or prematurely anoint winners. Key concerns include IPO delays at OpenAI and Anthropic, and uncertainty about how regulation will impact the broader AI market and investor confidence.","published_utc":"2026-09-27T11:30:00Z","url":"https://www.fool.com/investing/breakfast-news/2026/09/27/breakfast-news/?source=iedfolrf0000001","keywords":["AI safety","regulation","AI development pace","market competition","IPO delays","guardrails","AI investment"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"NVDA","title":"This S&P 500 ETF Could Help Protect You Against One of the Stock Market's Biggest Risks Right Now","description":"The S&P 500 has become heavily concentrated in large-cap tech stocks, with the top 10 holdings accounting for nearly 38% of the index. This concentration poses downside risk if tech stocks decline. The Invesco S&P 500 Equal Weight ETF (RSP) offers an alternative by weighting all S&P 500 companies equally, reducing tech sector exposure from 37.9% to 14.7% and providing better downside protection, though with lower upside potential.","published_utc":"2026-09-27T11:19:00Z","url":"https://www.fool.com/investing/2026/09/27/this-sp-500-etf-could-help-protect-you-against-one/?source=iedfolrf0000001","keywords":["S&P 500 concentration risk","equal weight ETF","tech sector exposure","Magnificent Seven stocks","portfolio diversification","downside protection"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"NVDA","title":"IonQ Just Announced a Major Breakthrough. Should Investors Buy the Stock Now?","description":"IonQ announced a breakthrough in quantum error correction with its first end-to-end, real-time quantum error-correction decoder running on a standard CPU. The stock rose 11% following the announcement and a partnership with Nvidia's Accelerated Quantum Research Center. However, the company remains unprofitable with a rich valuation, and the decoder was only validated on simulated data. The stock has fallen 40% over the past year, making it a high-risk, speculative investment suitable only for long-term investors.","published_utc":"2026-09-27T10:15:00Z","url":"https://www.fool.com/investing/2026/09/27/ionq-major-breakthrough-invest-buy-stock/?source=iedfolrf0000001","keywords":["quantum computing","error correction","breakthrough","quantum processor","speculative investment","unprofitable"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"NVDA","title":"3 Fidelity ETFs to Buy for High Yields and Portfolio Diversification","description":"The article highlights three Fidelity ETFs designed for investors seeking high yields with portfolio diversification and lower volatility. FDVV focuses on dividend-paying large and mid-cap companies with a 2.63% yield and 13.2% annualized returns over a decade. FYEE uses covered calls on S&P 500 stocks to generate a 9.11% yield but with tax implications. FIDI offers international diversification with a 3.89% yield and 19.9% annualized three-year returns, avoiding tech sector concentration.","published_utc":"2026-09-27T08:20:00Z","url":"https://www.fool.com/investing/2026/09/27/fidelity-etf-buy-high-yield-portfolio-diverse/?source=iedfolrf0000001","keywords":["dividend ETFs","high yield","portfolio diversification","covered calls","international exposure","low volatility"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"NVDA","title":"Is Palantir a Millionaire-Maker Stock After Its Rally?","description":"Palantir Technologies has surged over 60% in three months, driven by strong demand for its AI Platform (AIP) among commercial customers. The company increased full-year revenue guidance to over $8 billion with 82% growth, while U.S. commercial revenue is projected to exceed $3.4 billion with 134% growth. However, the article cautions that while Palantir could be a valuable portfolio addition for long-term investors, a single stock is unlikely to make someone a millionaire on its own.","published_utc":"2026-09-27T08:02:00Z","url":"https://www.fool.com/investing/2026/09/27/is-palantir-a-millionaire-maker-stock-after-its-ra/?source=iedfolrf0000001","keywords":["artificial intelligence","AI Platform (AIP)","revenue growth","commercial customers","guidance increase","long-term investing","portfolio diversification"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"NVDA","title":"A $1,000 Investment Split Between Alphabet and Nvidia Will Be Worth This Much by 2030","description":"The article projects that a $1,000 investment split between Alphabet and Nvidia could grow to over $3,000 by 2030. Nvidia is expected to quadruple revenue as global data center capital expenditures reach $3-4 trillion, while Alphabet is projected to achieve 25% compound annual growth through its AI investments in Google Search, cloud computing, and language models.","published_utc":"2026-09-27T02:15:00Z","url":"https://www.fool.com/investing/2026/09/26/a-1000-investment-split-between-alphabet-and-nvidi/?source=iedfolrf0000001","keywords":["AI race","GPU","data center","cloud computing","tensor processing unit","hyperscaler","capital expenditures"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"MSFT","title":"Prediction: A Stock Market Crash Is Coming. Here’s the One Move You Should Make, According to History.","description":"The article predicts a stock market crash may be coming based on elevated valuations (S&P 500 Shiller CAPE ratio at dot-com bubble levels), but argues investors should not panic. Historical data shows the S&P 500 always recovers after crashes, so the recommended strategy is to hold quality stocks for the long term rather than sell during downturns.","published_utc":"2026-09-27T11:05:01Z","url":"https://www.fool.com/investing/2026/09/27/prediction-a-stock-market-crash-is-coming-here-s-the-one-move-you-should-make-according-to-history/?source=iedfolrf0000001","keywords":["stock market crash","market valuation","S&P 500","long-term investing","CAPE ratio","market recovery","quality stocks"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"MSFT","title":"Intuit vs. Oracle: Which Technology Stock Is a Better Buy in 2026?","description":"The article compares Intuit and Oracle as investment options in 2026. Intuit dominates personal tax and small business accounting with $21.4B in revenue and strong profitability (21.3% net margin), but faces AI disruption risks and seasonal business challenges. Oracle is pivoting to cloud infrastructure with faster growth (17.4% revenue increase) and a $600B+ backlog, but carries higher debt (3.7x debt-to-equity) and negative free cash flow due to aggressive data center spending. The author recommends Oracle for patient long-term investors despite higher risks, citing stronger AI infrastructure upside potential.","published_utc":"2026-09-26T15:12:54Z","url":"https://www.fool.com/coverage/better-buy/2026/09/26/intuit-vs-oracle-which-technology-stock-is-a-better-buy-in-2026/?source=iedfolrf0000001","keywords":["cloud infrastructure","AI disruption","fintech","enterprise software","data centers","valuation comparison","free cash flow","debt-to-equity ratio"],"sentiment":"neutral"},{"source":"polygon","publisher":"The Motley Fool","ticker":"MSFT","title":"Guess Which Group of Stocks Is Back at an All-Time High?","description":"The Magnificent Seven ETF (MAGS) has reached a new all-time high of $72.20, driven by strong gains in Nvidia (+21%), Apple (+24%), and Meta (+13%) in 2026. However, performance has been mixed, with Amazon and Alphabet up only 8%, Microsoft up 3.5%, and Tesla down 15% due to intense competition from Chinese EV makers. Meanwhile, smaller chipmakers and memory storage companies have significantly outperformed the group.","published_utc":"2026-09-26T15:07:00Z","url":"https://www.fool.com/investing/2026/09/26/this-group-of-stocks-is-back-at-an-all-time-high/?source=iedfolrf0000001","keywords":["Magnificent Seven","all-time high","tech stocks","AI chipmakers","EV competition","market performance"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"MSFT","title":"D-Wave Quantum vs. QuantumScape: Which Moonshot Tech Stock Is a Better Buy in 2026?","description":"The article compares two early-stage quantum technology companies: D-Wave Quantum, which has commercial customers and $24.6M in revenue but is burning cash rapidly with a -1,444% net margin, and QuantumScape, a pre-revenue solid-state battery developer with a stronger cash cushion and clearer path to commercialization. The author recommends QuantumScape as the better speculative bet due to its financial runway, despite both being high-risk moonshot investments years from profitability.","published_utc":"2026-09-26T14:09:51Z","url":"https://www.fool.com/coverage/better-buy/2026/09/26/d-wave-quantum-vs-quantumscape-which-moonshot-tech-stock-is-a-better-buy-in-2026/?source=iedfolrf0000001","keywords":["quantum computing","solid-state batteries","moonshot stocks","pre-revenue companies","cash burn","electric vehicles","commercial quantum technology"],"sentiment":"negative"},{"source":"polygon","publisher":"The Motley Fool","ticker":"MSFT","title":"Breakfast News: Cast a Wide Net to Catch Big Wins","description":"The article argues that most stocks underperform the market, with only 40-45% beating it annually and dropping to 30-35% over five years. Research shows just 46 companies created half the stock market's value over a century. The solution is diversification with exposure to many stocks to catch rare big winners, following a 'power law' strategy where a few home runs drive returns rather than consistent average performance.","published_utc":"2026-09-26T11:30:00Z","url":"https://www.fool.com/investing/breakfast-news/2026/09/26/breakfast-news/?source=iedfolrf0000001","keywords":["stock market underperformance","diversification strategy","power law investing","market winners","portfolio management","venture capital approach"],"sentiment":"neutral"},{"source":"polygon","publisher":"The Motley Fool","ticker":"MSFT","title":"2 Data Center Stocks That Could Help Make You a Fortune","description":"As hyperscalers invest heavily in data center infrastructure to support AI services, with Morgan Stanley projecting $1.4 trillion in capital spending by 2028, two data center stocks offer attractive valuations: Iren, which is building an AI cloud platform with vertically integrated capabilities and targeting $4 billion revenue by 2026, and Vertiv, which supplies power management and cooling systems to data centers with projected 20-22% annual revenue growth through 2030.","published_utc":"2026-09-26T10:15:00Z","url":"https://www.fool.com/investing/2026/09/26/2-data-center-stocks-make-fortune/?source=iedfolrf0000001","keywords":["data centers","artificial intelligence","capital expenditure","cloud infrastructure","liquid cooling","hyperscalers"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"AAPL","title":"Is PayPal a Deep Value Play Right Now?","description":"PayPal's stock has fallen dramatically from pandemic highs and now trades at a steep discount (forward P/E of ~10x vs. 15x for financial industry). New CEO Enrique Lores is driving a turnaround focused on Venmo, Buy Now Pay Later, cost reduction, and AI-powered commerce. While the company faces real competition in checkout and slower growth, improving cash flow and new growth initiatives suggest the valuation could represent a bargain if management can stabilize the core business.","published_utc":"2026-09-28T10:30:00Z","url":"https://www.fool.com/investing/2026/09/28/is-paypal-a-deep-value-play-right-now/?source=iedfolrf0000001","keywords":["PayPal valuation","deep value stock","CEO turnaround","AI commerce","cash flow generation","checkout competition","Venmo monetization","BNPL expansion"],"sentiment":"positive"},{"source":"polygon","publisher":"The Motley Fool","ticker":"AAPL","title":"Why Meta Platforms Stock Jumped 13% This Week","description":"Meta Platforms stock surged 13% this week following the launch of its Muse personal AI agent and new integrated devices. The Muse app quickly became the top free iPhone app in the U.S., with capabilities including email management, shopping, and travel reservations. Meta also unveiled AI glasses and VR glasses that integrate with Muse, featuring partnerships with major retailers like Shopify and Walmart, positioning the company as a leader in the AI agent-driven market.","published_utc":"2026-09-27T20:25:55Z","url":"https://www.fool.com/investing/2026/09/27/why-meta-platforms-stock-jumped-this-week/?source=iedfolrf0000001","keywords":["AI agent","Muse","Meta Platforms","AI glasses","VR glasses","product launch","stock surge","app downloads"],"sentiment":"positive"}],"rss":[{"source":"Bloomberg","title":"PB Fintech’s $3.3 Billion Rout Fuels Rush to Leveraged Bets","published":"Mon, 28 Sep 2026 09:31:22 GMT","link":"https://www.bloomberg.com/news/articles/2026-09-28/pb-fintech-s-3-3-billion-rout-fuels-rush-into-leveraged-bets"},{"source":"Bloomberg","title":"Latest Oil Market News and Analysis for Sept. 28","published":"Sun, 27 Sep 2026 22:03:23 GMT","link":"https://www.bloomberg.com/news/articles/2026-09-27/latest-oil-market-news-and-analysis-for-sept-28"},{"source":"Bloomberg","title":"Markets Pricing for Long-Term Uncertainty: WisdomTree's Gupta","published":"Mon, 28 Sep 2026 11:30:33 GMT","link":"https://www.bloomberg.com/news/videos/2026-09-28/markets-pricing-for-long-term-uncertainty-aneeka-gupta-video"},{"source":"Bloomberg","title":"US Stocks and Treasuries Fall as Oil Pushes Higher: Markets Wrap","published":"Sun, 27 Sep 2026 22:15:52 GMT","link":"https://www.bloomberg.com/news/articles/2026-09-27/stock-market-today-dow-s-p-live-updates"},{"source":"Bloomberg","title":"Saudi Arabia’s Crucial Oil Pipeline Starts Exports After Repairs","published":"Mon, 28 Sep 2026 11:17:05 GMT","link":"https://www.bloomberg.com/news/articles/2026-09-28/saudi-arabia-s-crucial-oil-pipeline-starts-exports-after-repairs"},{"source":"Bloomberg","title":"US Stocks Decline as Middle East Stalemate Pushes Oil Higher","published":"Mon, 28 Sep 2026 11:15:52 GMT","link":"https://www.bloomberg.com/news/articles/2026-09-28/us-stocks-decline-as-middle-east-stalemate-pushes-oil-higher"},{"source":"Bloomberg","title":"The Trump-Xi Summit Leaves Agricultural Markets Wanting More","published":"Mon, 28 Sep 2026 11:15:01 GMT","link":"https://www.bloomberg.com/news/newsletters/2026-09-28/the-trump-xi-summit-leaves-agricultural-markets-wanting-more"},{"source":"Bloomberg","title":"Citi Recommends Buying China’s 30-Year Bonds on Weak Growth View","published":"Mon, 28 Sep 2026 11:02:52 GMT","link":"https://www.bloomberg.com/news/articles/2026-09-28/citi-recommends-buying-china-s-30-year-bonds-on-weak-growth-view"},{"source":"WSJ","title":"Stocks Sink in Broad AI Rout Sparked by China's DeepSeek","published":"Mon, 27 Jan 2025 14:26:00 -0500","link":"https://www.wsj.com/articles/nikkei-may-rise-as-weak-yen-raises-earnings-hopes-776a8056?mod=rss_markets_main"},{"source":"WSJ","title":"Comex Gold, Silver Settle Lower","published":"Mon, 27 Jan 2025 14:01:00 -0500","link":"https://www.wsj.com/articles/gold-edges-lower-feds-rate-decision-in-focus-09dbfceb?mod=rss_markets_main"},{"source":"WSJ","title":"DeepSeek Won't Sink U.S. AI Titans","published":"Mon, 27 Jan 2025 13:12:00 -0500","link":"https://www.wsj.com/articles/deepseek-us-ai-stocks-nvidia-broadcom-6cdfae81?mod=rss_markets_main"},{"source":"WSJ","title":"Financial Services Roundup: Market Talk","published":"Mon, 27 Jan 2025 12:27:00 -0500","link":"https://www.wsj.com/articles/financial-services-roundup-market-talk-94f52cba?mod=rss_markets_main"},{"source":"WSJ","title":"Arabica Coffee Prices Hit Record on U.S., Colombia Tariff Spat","published":"Mon, 27 Jan 2025 12:20:00 -0500","link":"https://www.wsj.com/articles/arabica-coffee-prices-hit-new-high-on-u-s-colombia-tariff-spat-582446fe?mod=rss_markets_main"},{"source":"WSJ","title":"Swiss franc, Japanese yen Rise as DeepSeek News Boosts Safe Havens","published":"Mon, 27 Jan 2025 09:55:00 -0500","link":"https://www.wsj.com/articles/safe-haven-currencies-strengthen-amid-fears-over-global-tariffs-9964e17a?mod=rss_markets_main"},{"source":"WSJ","title":"Natural Gas Falls on Shifting Weather Forecasts","published":"Mon, 27 Jan 2025 09:05:00 -0500","link":"https://www.wsj.com/articles/u-s-natural-gas-futures-fall-on-shifting-weather-forecasts-1ef3e457?mod=rss_markets_main"}],"checklist":{"polygon_news":true,"bloomberg":true,"wsj":true},"errors":["AMZN:Client error '429 Too Many Requests' for url 'https://api.polygon.io/v2/reference/news?limit=8&order=desc&ticker=AMZN&published_utc.gte=2026-09-25T20%3A00%3A00Z&apiKey=esy4RnftBDqP0NJySzikvmG9Rd8nJ1X2'\nFor more information check: https://developer.mozilla.org/en-US/docs/Web/HTTP/Status/429","META:Client error '429 Too Many Requests' for url 'https://api.polygon.io/v2/reference/news?limit=8&order=desc&ticker=META&published_utc.gte=2026-09-25T20%3A00%3A00Z&apiKey=esy4RnftBDqP0NJySzikvmG9Rd8nJ1X2'\nFor more information check: https://developer.mozilla.org/en-US/docs/Web/HTTP/Status/429","GOOGL:Client error '429 Too Many Requests' for url 'https://api.polygon.io/v2/reference/news?limit=8&order=desc&ticker=GOOGL&published_utc.gte=2026-09-25T20%3A00%3A00Z&apiKey=esy4RnftBDqP0NJySzikvmG9Rd8nJ1X2'\nFor more information check: https://developer.mozilla.org/en-US/docs/Web/HTTP/Status/429","TSLA:Client error '429 Too Many Requests' for url 'https://api.polygon.io/v2/reference/news?limit=8&order=desc&ticker=TSLA&published_utc.gte=2026-09-25T20%3A00%3A00Z&apiKey=esy4RnftBDqP0NJySzikvmG9Rd8nJ1X2'\nFor more information check: https://developer.mozilla.org/en-US/docs/Web/HTTP/Status/429","broad:Client error '429 Too Many Requests' for url 'https://api.polygon.io/v2/reference/news?limit=40&order=desc&published_utc.gte=2026-09-25T20%3A00%3A00Z&apiKey=esy4RnftBDqP0NJySzikvmG9Rd8nJ1X2'\nFor more information check: https://developer.mozilla.org/en-US/docs/Web/HTTP/Status/429"],"ok":true},"options":{"source":"yfinance","underlying":"QQQ","contracts_count":277,"put_call_ratio":1.964,"avg_implied_volatility":0.2008,"total_call_oi":145737,"total_put_oi":286197,"expiration":"2026-09-28","checklist":{"qqq_option_chain":true,"iv":true,"put_call_ratio":true,"open_interest":true},"errors":[],"ok":true},"freshness":{"ok":true,"reasons":[],"warnings":[],"attention":["macro.DGS10: FRED 最新 2026-09-24，上一交易日 2026-09-25；盘中 ^TNX 已补充","macro.DGS2: FRED 最新 2026-09-24，上一交易日 2026-09-25；盘中 ^TNX 已补充","market.10Y: FRED 最新 2026-09-24，上一交易日 2026-09-25；盘中 ^TNX 已补充"],"macro_reference":[{"key":"macro.FEDFUNDS","date":"2026-08-01","label":"macro.FEDFUNDS: 最新可用 2026-08-01"},{"key":"macro.CPIAUCSL","date":"2026-08-01","label":"macro.CPIAUCSL: 最新可用 2026-08-01"},{"key":"macro.PCEPI","date":"2026-07-01","label":"macro.PCEPI: 最新可用 2026-07-01"},{"key":"macro.PAYEMS","date":"2026-08-01","label":"macro.PAYEMS: 最新可用 2026-08-01"},{"key":"macro.UNRATE","date":"2026-08-01","label":"macro.UNRATE: 最新可用 2026-08-01"},{"key":"macro.AHETPI","date":"2026-08-01","label":"macro.AHETPI: 最新可用 2026-08-01"},{"key":"macro.ICSA","date":"2026-09-19","label":"macro.ICSA: 最新可用 2026-09-19（周度）"}],"field_sessions":{"market.SPY":"2026-09-25 (premarket)","market.QQQ":"2026-09-25 (premarket)","market.TQQQ":"2026-09-25 (premarket)","market.DIA":"2026-09-25 (premarket)","market.ES=F":"2026-09-25 (premarket)","market.^VIX":"2026-09-25 (premarket)","market.DX-Y.NYB":"2026-09-25 (premarket)","market.^TNX":"2026-09-25 (premarket)","sector.XLK":"2026-09-25 (premarket)","sector.SMH":"2026-09-25 (premarket)","sector.XLF":"2026-09-25 (premarket)","sector.XLE":"2026-09-25 (premarket)","stocks.NVDA":"2026-09-25 (premarket)","stocks.MSFT":"2026-09-25 (premarket)","stocks.AAPL":"2026-09-25 (premarket)","stocks.AMZN":"2026-09-25 (premarket)","stocks.META":"2026-09-25 (premarket)","stocks.GOOGL":"2026-09-25 (premarket)","stocks.TSLA":"2026-09-25 (premarket)"},"trading_date":"2026-09-28","prior_trading_day":"2026-09-25","collected_date":"2026-09-28"},"quote_session_dates":{"SPY":"2026-09-25 (premarket)","QQQ":"2026-09-25 (premarket)","TQQQ":"2026-09-25 (premarket)","DIA":"2026-09-25 (premarket)","ES=F":"2026-09-25 (premarket)","^VIX":"2026-09-25 (premarket)","DX-Y.NYB":"2026-09-25 (premarket)","^TNX":"2026-09-25 (premarket)"},"data_ready":true,"missing":["⚠ macro.DGS10: FRED 最新 2026-09-24，上一交易日 2026-09-25；盘中 ^TNX 已补充","⚠ macro.DGS2: FRED 最新 2026-09-24，上一交易日 2026-09-25；盘中 ^TNX 已补充","⚠ market.10Y: FRED 最新 2026-09-24，上一交易日 2026-09-25；盘中 ^TNX 已补充"],"conclusion":{"part_id":"Step0","judgment":"数据就绪：YES","confidence":null,"one_liner":"全部 Raw Data 已更新，可进入 Morning Research；需关注：⚠ macro.DGS10: FRED 最新 2026-09-24，上一交易日 2026-09-25；盘中 ^TNX 已补充, ⚠ macro.DGS2: FRED 最新 2026-09-24，上一交易日 2026-09-25；盘中 ^TNX 已补充, ⚠ market.10Y: FRED 最新 2026-09-24，上一交易日 2026-09-25；盘中 ^TNX 已补充"}}