Overview

• S&P 500 and Dow closed at all‑time highs on Friday, with the Russell 2000 also notching a record after a strong quarter.
• With official payrolls delayed by the shutdown, softer private hiring data and Fed signals pushed markets to price a better than 90% chance of an October cut as the 10‑year yield hovered near 4.12%.
• Gold climbed to fresh highs above $3,800 per ounce, while crude oil fell roughly 7%–8% for the week on weak demand signs and potential OPEC+ supply increases.
• Nvidia’s valuation was reported around $4.5 trillion as coverage said a UAE chip deal remains stalled without U.S. export authorization five months after its announcement.
• Intel rallied on reported funding and partnerships, including a $5 billion Nvidia investment and a U.S. government equity stake, while Electronic Arts agreed to a $55 billion take‑private offering $210 per share.