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Homebuilders Say ICE Crackdowns Are Squeezing Labor Supply

Homebuilders told John Burns Research that ICE crackdowns are causing labor shortages and stretching cycle times, adding pressure on top of higher rates and tariff-driven input costs.

AI Chatbots Botch Financial Questions 57% of the Time, Study Finds

AI Chatbots Botch Financial Questions 57% of the Time, Study Finds

A Saturn study covered by the FT tested 18 AI chatbots on 121 financial questions and found them wrong 57% of the time on average, and up to 99% wrong on the hardest queries.

Miami Has 138% More Home Sellers Than Buyers, Redfin Says

Miami Has 138% More Home Sellers Than Buyers, Redfin Says

Miami has 138% more home sellers than buyers per Redfin, second only to Nashville, as the U.S. hits its strongest buyer's market on record.

Bill Burr: Replace CEOs with AI, Not the Workers

Bill Burr: Replace CEOs with AI, Not the Workers

Bill Burr told Rolling Stone that AI should replace overpaid CEOs, not workers. The joke lands against a 290-to-1 CEO-to-worker pay ratio and a market pricing in AI-driven labor cuts.

Treasury to Buy Up to $6B in Long-Dated Debt Thursday

The US Treasury will purchase up to $6 billion in longer-dated government debt Thursday, the first operation under Bessent's expanded buyback program aimed at capping rising long-end yields.

Anthropic's Claude Discovers Novel CRISPR-Like Enzyme System in Phage DNA

Anthropic's Claude Discovers Novel CRISPR-Like Enzyme System in Phage DNA

Anthropic says Claude discovered a previously unknown CRISPR-like enzyme system, ART, hidden in bacteriophage DNA. Here's what it means and which tickers to watch.

White House Ballroom Architect Quit Over Trump Safety Code Clashes

Architect James McCrery II resigned from Trump's $400M White House ballroom project after warning the designs violated fire and safety codes. Trump reportedly told him, “I am the code.”

Adults Now Outspend Parents on Toys as Kidult Boom Fuels Industry

Adults Now Outspend Parents on Toys as Kidult Boom Fuels Industry

Adult-only households now make up 55% of US toy sales and grew 16% through June, outpacing homes with children. Collectibles, trading cards, and nostalgia are reshaping the toy trade.

China Holds F-35 Stealth Parts Diverted to Hong Kong by UPS

China has taken possession of F-35 stealth parts, including a cockpit canopy and weapons-bay door, that were diverted to Hong Kong via UPS from Australia. Watch LMT and UPS for fallout.

Merkley, Wyden Pitch $50K Federal Match for First-Time Homebuyers

Merkley, Wyden Pitch $50K Federal Match for First-Time Homebuyers

Sen. Jeff Merkley and cosponsor Sen. Ron Wyden are pitching the Homeownership Promise Act, a 5:1 federal savings match up to $50,000 for first-time homebuyers. Homebuilders and mortgage lenders are the read-through.

US and China Extend Trade Truce to January 10, Bessent Says

US and China Extend Trade Truce to January 10, Bessent Says

Treasury Secretary Scott Bessent said the US and China have agreed to extend their trade truce to January 10, pushing back the November tariff deadline as Xi arrives in Washington.

Even medical pros are skipping health insurance over cost, per WaPo

The Washington Post reports that even doctors and pharmacists are dropping health insurance as premiums surge, spotlighting risk for managed care, hospitals, and pharmacy names tied to ACA subsidy policy.

US home prices posted fastest annual gain in a year in August: Redfin

US home prices posted fastest annual gain in a year in August: Redfin

Redfin says US home prices rose 3.7% year over year in August, the fastest annual pace in a year, even as sellers outnumbered buyers by 58% in the strongest buyer’s market on record.

Trump: US Will Strike Iran Deal Right After Midterm Elections

Trump told the UN General Assembly he expects a US-Iran deal right after the November midterm elections, even as talks quietly resumed in New York and energy prices stay elevated.

Mamdani: DoorDash Underpaid 260K+ NYC Delivery Workers, $131.5M Deal

Mamdani: DoorDash Underpaid 260K+ NYC Delivery Workers, $131.5M Deal

NYC Mayor Zohran Mamdani announced a record $131.5M settlement with DoorDash after the city found the company underpaid more than 260,000 delivery workers, with $115M going directly to Dashers.

Michael Burry Adds to Micron Short as Memory Thesis Deepens

Michael Burry disclosed he shorted more Micron, Nebius, SOXX, and Palantir “in some size,” doubling down on his AI memory glut thesis after fresh supply warnings from Acer.

Rubio: Diesel Would Be $18 a Gallon If Not for Trump

Rubio: Diesel Would Be $18 a Gallon If Not for Trump

Marco Rubio said diesel would hit $18 a gallon without Trump, as US diesel prints a record $6.53 average and Washington debates an export ban.

Trump Weighs Diesel Export Ban as Prices Hit Record $6.53/Gal

Treasury Secretary Scott Bessent says the Trump administration is examining a full or partial diesel export ban as US diesel prices hit a record $6.53 per gallon. Trump backs the idea; analysts warn it could backfire.

Rubio: New Greenland Deal Lets US Build Unlimited Military Bases

Rubio says the new US-Denmark-Greenland pact is permanent, lets Washington build unlimited military bases, adds a Golden Dome missile shield, and blocks Chinese investment in the Arctic.

JPMorgan Oil Team Abandons Iran War Forecast as Redlines Fall

JPMorgan Oil Team Abandons Iran War Forecast as Redlines Fall

JPMorgan’s commodities team says it no longer has a baseline view for oil as the Iran war blows past its economic redlines, with Brent near $105 and diesel at record highs.

Jensen Huang: Develop AI ‘As Fast As We Can,’ Rejects Slowdown Calls

Jensen Huang: Develop AI ‘As Fast As We Can,’ Rejects Slowdown Calls

Nvidia CEO Jensen Huang told CBS News that AI should be built as fast as possible, rejecting calls from Anthropic and others to slow frontier development.

Bessent Raises Treasury Buyback Size Again to Cap Long-End Yields

Bessent Raises Treasury Buyback Size Again to Cap Long-End Yields

Treasury Secretary Scott Bessent has raised the bond buyback size again, extending an unusual push to cap long-end yields. Here is what traders should watch across TLT, TLH and rate-sensitive names.

US Diesel Hits Record $6.50 a Gallon as Fuel Crunch Deepens

US Diesel Hits Record $6.50 a Gallon as Fuel Crunch Deepens

US diesel prices hit an all-time high above $6.50 per gallon, per AAA, up nearly $1 in four weeks as war with Iran and Strait of Hormuz disruptions tighten global fuel supply.

Networks Suspend White House TV Pool After Trump Bans CNN, MS NOW, Politico

Networks Suspend White House TV Pool After Trump Bans CNN, MS NOW, Politico

ABC, CBS, NBC, Fox News and CNN suspended White House TV pool coverage of President Trump after the administration blocked CNN from its assigned rotation, as CNN, Politico and MS NOW sue over the ban.

Trump Calls Rising Gas Prices ‘Inexpensive Price to Pay’ for Iran War

Trump Calls Rising Gas Prices ‘Inexpensive Price to Pay’ for Iran War

Trump called surging gas prices an ‘inexpensive price to pay’ for the Iran war as the national average hit $4.48. Analysts say they can’t model the endgame.