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U.S. stocks reportedly fell on October 8 as oil and Treasury yields rose

A commentator says Samsung’s profit and TSMC’s sales gains drew muted reactions amid worries the debt-fueled AI boom may fade.

Gary BlackGB
James E. ThorneJE
2 Sources, 3h ago, first seen 3h ago

TLDR

A market commentator said U.S. stocks fell Thursday as Brent crude jumped 4% to $104 and the 10-year Treasury yield rose to 5.33%. The commentator said Samsung’s nearly ninefold profit surge and TSMC’s 51% sales gain drew muted reactions amid worries that the debt-fueled AI boom may fade. Another commentator argues AI growth is lifting stocks despite Fed hikes, which they say are hurting the non-AI economy.

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26.3K

2 Sources, first seen 3h ago

363 likes28 comments39 saves59 reposts

Combined views

26.3K

2 Sources, first seen 3h ago

363 likes28 comments39 saves59 reposts

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Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

2 Sources

Gary Black@garyblack00U.S. stocks fell Thursday, as Brent crude jumped 4% to $104 after a report that the White House asked the Pentagon for Iran strike options before the midterms. The 10-year yield rose to 5.33%. Samsung’s nearly ninefold profit surge and TSMC’s 51% sales gain drew muted reactions amid worries that the debt-fueled AI boom may fade; chip shares declined. S&P 2026 EPS estimates continue to increase (now $367 +32% YoY), and imply a 4.7% earnings yield, remaining inverted versus Treasuries in a late-1990s-style setup. $TSLA remains too expensive at a 2026 P/E of 230x vs +45% long-term forward growth as autonomous-ride rivals continue to replicate. For greater detail please see my daily pre-market summary for Subscribers.3h
James E. Thorne@DrJStrategyWall Street is confused why stocks are up while the Fed is hiking. The answer is simple. The market and the economy are being driven by AI secular growth. The cyclical, non-AI economy is getting hammered by excessive Fed tightening. The Fed cannot tell secular from cyclical. It is treating an AI boom like an overheating cycle and hiking into the part of the economy that is already weak. Another misdiagnosis.1h
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    2 Sources

    Gary Black@garyblack00U.S. stocks fell Thursday, as Brent crude jumped 4% to $104 after a report that the White House asked the Pentagon for Iran strike options before the midterms. The 10-year yield rose to 5.33%. Samsung’s nearly ninefold profit surge and TSMC’s 51% sales gain drew muted reactions amid worries that the debt-fueled AI boom may fade; chip shares declined. S&P 2026 EPS estimates continue to increase (now $367 +32% YoY), and imply a 4.7% earnings yield, remaining inverted versus Treasuries in a late-1990s-style setup. $TSLA remains too expensive at a 2026 P/E of 230x vs +45% long-term forward growth as autonomous-ride rivals continue to replicate. For greater detail please see my daily pre-market summary for Subscribers.3h
    James E. Thorne@DrJStrategyWall Street is confused why stocks are up while the Fed is hiking. The answer is simple. The market and the economy are being driven by AI secular growth. The cyclical, non-AI economy is getting hammered by excessive Fed tightening. The Fed cannot tell secular from cyclical. It is treating an AI boom like an overheating cycle and hiking into the part of the economy that is already weak. Another misdiagnosis.1h
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