NIKE, Inc.

Spotify Technology S.A.

CoreWeave, Inc.

Pfizer Inc.

UiPath, Inc.

Alcoa Corporation

Paychex, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: focus on the aftermath of the U.S. government shutdown

Alphabet Inc.

Berkshire Hathaway Inc.

NVIDIA Corporation

The first shutdown in years has begun in the USA: the publication of macroeconomic statistics has been halted, and civil servants have been sent on forced leave en masse. Berkshire Hathaway is preparing to buy OxyChem for $10 billion - one of the largest in recent years. Nvidia broke a record, raising its capitalization above $4.5 trillion thanks to deals with OpenAI and growing spending on AI infrastructure. These and other topics are in our review of the key events for the morning of October 1.

Uber Technologies, Inc.

Progress Software Corporation

Jefferies Financial Group Inc.

Energy Fuels Inc.

Vail Resorts, Inc.

CSX Corporation

MoonLake Immunotherapeutics

Morning in New York: the market on the verge of shutdown 

U.S. President Donald Trump said he has agreed with Israeli Prime Minister Benjamin Netanyahu on a plan to end the war between Israel and the Hamas group, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-09-29/trump-unveils-20-point-plan-to-end-gaza-war-after-netanyahu-meet?srnd=homepage-europe">reports</a>. Netanyahu reiterated his support for a plan "that will achieve Israel's military objectives," Reuters <a href="https://www.reuters.com/world/live-updates-trump-meet-netanyahu-white-house-with-focus-new-gaza-peace-plan-2025-09-29/">reports</a>.

US and Israel agree on plan to end Gaza war

Kratos Defense & Security Solutions, Inc.

Lockheed Martin Corporation

AeroVironment, Inc.

Since the beginning of 2025, the market value of many U.S. defense companies has increased by at least 25%

Defense stocks rose. Pentagon calls for doubling missile production - WSJ

JPMorgan Chase & Co.

UBS Group AG

Morgan Stanley

Freedom Holdings Corp.

The current funding period for U.S. government operations expires Sept. 30

'Serious scars on the economy': what Wall Street is saying about the risks of a US shutdown

Deutsche Lufthansa AG

Electronic Arts Inc.

The Boeing Company

Morning in New York: market hopes for compromise to avoid shutdown

Carnival Corporation & plc

This week's key for Wall Street should be the U.S. Bureau of Labor Statistics (BLS) employment report - if, of course, the agency itself will work, Barron's <a href="https://www.barrons.com/articles/government-shutdown-jobs-report-nike-carnival-stocks-earnings-39790566?mod=RTA#:~:text=This%20week%2C%20investors%20will%20get%20an%20update%20on%20the%20labor%20market%20when%20the%20Bureau%20of%20Labor%20Statistics%20releases%20the%20jobs%20report%20on%20Friday%E2%80%94assuming%20the%20BLS%20is%20open%20for%20business.">ironizes</a>. U.S. congressmen cannot agree on funding for government agencies, and if this cannot be done by the end of the month, many federal agencies will suspend operations on October 1.

US prepares for government shutdown: what investors need to know this week

Novo Nordisk A/S

Roche Holding AG

AstraZeneca PLC

European pharma giants have a chance to avoid prohibitive duties on branded drugs, says JPMorgan Chase

Pharma stocks in Europe reacted weakly to Trump's threats of new duties

Donald Trump said on Friday that in a phone call with Chinese President Xi Jinping, they came close to approving a deal to sell the U.S. business TikTok to a group of investors from the U.S. "I just had a very productive call with Chairman Xi. We made progress on many important issues including (...) approval of the TikTok deal," Trump <a href="https://truthsocial.com/@realDonaldTrump/115231649861246548">wrote</a> on Truth Social. - The conversation was very good, we'll talk on the phone again, thank you for the TikTok approval, and we both look forward to meeting at [the international forum] APEC!"

Trump says US and China are close to a deal on TikTok

The U.S. consumer price index (CPI) rose by 2.9% year-on-year in August. This was the highest reading in almost eight months. Although traders have little doubt that the U.S. Federal Reserve will cut rates at its next meeting in September, rising prices may raise questions about how aggressively the Fed will act in the coming months, MarketWatch <a href="https://www.marketwatch.com/livecoverage/cpi-report-threatens-to-reset-fed-rate-cut-plans-as-market-focuses-on-inflation-data/card/inflation-pops-again-in-august-cpi-shows-but-probably-not-enough-to-derail-fed-rate-cut-3OZSeWZ8MrXlRw2wG1xg">writes</a>.

Inflation in August rose to its highest since January. Will this prevent a rate cut?

Hyundai Motor Company

Trump has demanded that foreign investors enforce immigration laws and create jobs for Americans

Hyundai shares fall: US migration raid threatens to hit investment