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36 DAYS TO MIDTERMS: DEMOCRATS HIT NEW 2026 HIGH With just 36 days until the Nov. 3 midterms, Kalshi’s American Power Index has swung sharply toward Democrats. USAGov Democrats now lead at +3.8 — their strongest level shown on the 2026 chart — after a dramatic September surge. https://t.co/S6iHw6wg0k

Waiver Would Allow Pilgrims To Travel On Iraqi Airways To And From Iran For Pilgrimage For One Month, Source Says

Us Considering Sanctions Waiver For Flights Between Iran And Iraq's Holy City Of Najaf, Person With Direct Knowledge Says

SAUDI ARABIA RESTORES KEY OIL EXPORT ROUTE Saudi Arabia has resumed oil exports through its East-West pipeline after repairing damage from drone strikes earlier this month. Saudi Aramco began loading vessels again at the Red Sea port of Yanbu, with the pipeline currently running at around 3.5 million barrels per day. The restart restores a crucial export route that bypasses the Strait of Hormuz, improving Saudi Arabia’s ability to move crude despite regional disruptions.

TRUMP OPEN TO IRAN SANCTIONS RELIEF FOR NUCLEAR PROGRESS President Trump is willing to offer sanctions relief and release frozen Iranian funds in exchange for concrete progress on Tehran’s nuclear program, a U.S. official told CNN. Washington says talks through mediators remain “positive and constructive,” but insists nuclear issues must be addressed before any agreement. The key obstacle remains sequencing, with both sides yet to agree on when concessions would take effect.

IRAN PESSIMISTIC ON U.S. DEAL BEFORE MIDTERMS Iranian officials privately see little prospect of reaching a U.S. agreement to end hostilities and reopen Hormuz before the Nov. 3 midterms, Bloomberg reports. Talks in New York made limited progress, with nuclear concessions and reopening Hormuz remaining key sticking points. Negotiations through mediators are continuing, but fading hopes for a near-term breakthrough helped push Brent above $106.

Aramco Currently Operating Pipeline At Throughput Rate Of Around 3.5 Million Barrels A Day -- Sources

Saudi Arabia Resumes Oil Exports Via East-West Pipeline After Repairs -- Sources

Iran Officials Pessimistic About Deal With U.S. Before Midterms

GOLDMAN WARNS JUNK BOND SUPPLY IS OVERWHELMING INVESTORS Goldman Sachs says a flood of U.S. high-yield debt issuance is straining investor demand, pushing junk-bond spreads to their widest since April. September issuance has reached $38.5 billion, while CCC spreads have surged to their highest since 2023. Goldman has also tracked nearly $600 billion of AI-related debt supply this year, warning that another acceleration could come in 2027.

U.S. Two-Year Treasury Yield Reaches 4.952%, Highest Since May 2024

$Gm - Trump Administration Forecasts General Motors Technology Costs Through 2031 Will Decline By $20.4 Billion In Total As Result Of Lower Fuel Economy Standards -- Document

$Spcx - Spacex Shares Up 1.1%; Co Says Starship Reaches Orbit Despite Engine Issue

- Iran's Isna News Agency Says Foreign Minister Araqchi To Meet Mediators Today In New York

Russia Plans To Extend Diesel Export Ban Through October: Tass

IRAN REACHES OUT TO ARAB STATES Iranian General Yahya Safavi says Tehran has “extended a hand of friendship” to Arab countries, according to local media. Safavi warned that the United States will eventually leave the region, signaling Iran’s push for stronger ties with neighboring states amid continued regional tensions.

$META - META PRICE TARGET RAISED TO $830 Monness Crespi Hardt raised its Meta price target to $830 from $730, maintaining a Buy rating. The firm says early traction for Meta’s Muse personal AI agent and its broader AI strategy have started to change the investment narrative. After months of concern over massive AI spending, the analyst now sees stronger evidence that Meta’s investments are translating into competitive progress.

$TSLA - CANTOR STAYS BULLISH ON TESLA AHEAD OF Q3 DELIVERIES Cantor Fitzgerald reiterated its Overweight rating and $485 price target on Tesla ahead of this week’s expected Q3 delivery update. Cantor forecasts 421,758 vehicle deliveries, below the 448,679 consensus, alongside roughly 15 GWh of energy-storage deployments. Tesla is also reportedly producing up to 1,000 Semi trucks per week, while a new Roadster reveal could come October 1.

Nvidia Shares Up 1.4% Premarket After Co Announces A $150 Bln Share Repurchase Authorization Increase

$NVDA - NVIDIA EXPANDS BUYBACK PROGRAM TO $235 BILLION Nvidia’s board authorized a $150 billion increase to its share repurchase program, bringing the total authorization to $235 billion. The company expects to execute the expanded buyback program through fiscal 2028. The massive authorization gives Nvidia substantial capacity to return capital to shareholders alongside its AI-driven growth.

Eu's Kallas: Europe Needs To Rearm More Quickly And More Effectively To Meet Our 2030 Target

S&P 500 BREADTH FALLS TO DOT-COM ERA LOW Goldman Sachs says AI stocks are masking extreme weakness beneath the S&P 500, with market breadth falling to its lowest level since the dot-com bubble. The median S&P 500 stock now trades 16% below its 52-week high, while investor positioning has fallen sharply. Goldman sees potential for lagging stocks to catch up if macro uncertainty eases.

$Spcx : Clsa Initiates Spacex At Accumulate - Pt $250

Iran's Supreme Leader Mojtaba Khamenei Says 'enemy Forces' Do Not Dare Enter Gulf And The Arabian Sea Would Soon Be Cleared Of 'enemies' - Statement

Loud Explosion Was Heard In Central Kyiv, Reuters Witnesses Say

$6.52 DIESEL SQUEEZES U.S. FISHING FLEETS U.S. diesel prices have climbed to $6.529 per gallon, marking an 11th consecutive weekly increase and hammering fishing-industry margins. Fishermen from Cape Cod to Alabama are cutting activity as fuel costs surge, while weak seafood demand limits their ability to recover costs through higher prices. With distillate inventories historically tight, elevated diesel prices could keep pressure on fishing fleets well into 2027.

Us Crude Futures Gain Over 4% To Hit A Session High Of $96.44/Bbl On Stalled U.S.-Iran Peace Efforts

Pope Leo Urges Europe To Integrate Migrants, As If Family Members, Offering Them Opportunities For Better Life

*Ukraine Doesn't Expect Black Sea Ceasefire In Coming Months

https://t.co/nx9ngNPg2L

Kremlin: Ukraine Will Have To Pay The Price For Its Actions In Recent Months, This Is What Is Happening Now

Us 10-Year Yield Rises 7Bps To 5.23%, Highest Since 2007

OIL JUMPS 2% AS U.S.-IRAN TALKS STALL Brent surged 2.5% to $106.92, while WTI climbed 2.3% to $94.49 after President Trump rejected Iran’s proposal to end the conflict and reopen Hormuz. Further U.S.-Iran talks are expected this week, while Houthi attacks on Saudi Arabia add to regional risks. Middle East exports are recovering, but analysts say the oil market remains in deficit, keeping upward pressure on prices.

TRUMP SERIOUSLY CONSIDERS U.S. DIESEL EXPORT BAN President Trump said the U.S. is “very seriously” considering restricting diesel exports, despite concerns it could push gasoline prices higher. Trump blamed current fuel pressures largely on attacks against Russian refineries. Energy Secretary Chris Wright favors voluntary export limits instead, while Senator Ted Cruz said the White House had previously assured refiners that an outright ban would not happen.

YEMENI FORCES STRIKE HOUTHI TARGETS Yemeni government forces launched multiple airstrikes against Houthi positions west of Taiz, according to Al Arabiya citing Yemeni sources. The strikes reportedly targeted several Houthi sites in the Al-Rubayyi area, marking a fresh escalation in fighting inside Yemen.

Oil Prices Rebound More Than 1% After Trump Rejects Iran Peace Deal To Reopen Strait Of Hormuz