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Nvidia nears a $6 trillion valuation as AI enthusiasm pushes the Nasdaq to another record. The US long-term Treasury yields hit their highest since 2002, and rising Japanese yields raise the prospect of investors bringing money home from US and French bonds. Plus, Brazilian markets surge as Flávio Bolsonaro emerges as the favorite ahead of this month's presidential runoff. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Early ECB leadership change…

Reuters Morning Bid

by Reuters · English · Business

Everything you need to know to start your trading day. Unfiltered markets news and analysis straight from the Reuters newsroom.

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  1. 9 Oct 2026 · 8 minNew

    Open AI's revenue gap

    Open AI's annualized revenue for September is less than previously signaled. Oil prices ease after President Trump says no strikes on Iran are planned before the midterms. And investors prepare for big bank earnings as high yields continue to weigh on dealmaking and borrowing. Today’s recommended read: Central banks face test. Will they be good cops or bond villains?, Mike Dolan Subscribe to Mike Dolan's Morning Bid⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and check out his columns…

  2. 8 Oct 2026 · 10 minNew

    AI on credit

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  3. 7 Oct 2026 · 10 min

    S&P 500's record run

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  4. 5 Oct 2026 · 12 min

    French connection

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  5. 2 Oct 2026 · 8 min

    Jobs on the line

    Markets look to US job data for the next clue on a possible October Fed rate hike. Nike plans more job cuts as its turnaround stalls. And US President Donald Trump pressures Europe to release diesel reserves as he keeps a US export ban on the table. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: If a bruising third quarter can't halt Wall Street, what can? by Jamie McGeever Subscribe to Mike Dolan's Morning…

  6. 1 Oct 2026 · 10 min

    The return of the bond vigilantes?

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  7. 30 Sep 2026 · 9 min

    The bond hangover

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  8. 29 Sep 2026 · 9 min

    AI, at your own risk

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  9. 28 Sep 2026 · 8 min

    Fresh tremors

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  10. 25 Sep 2026 · 9 min

    Yields hit home

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