Dow hits record as earnings drive blue-chip gains

5 articles I'm watching carefully

Tyler Dupont
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Good morning 👋

Here's the latest news I'm tracking today.

 📈 Stocks / Finance

Dow hits record as earnings drive blue-chip gains

The Dow rose 218 points to a record 46,924.74, led by 3M, GM, and Coca-Cola after strong earnings. GM surged 14.9% on raised forecasts, while S&P 500 gains were capped by Big Tech pullbacks. Gold fell 5.7% from its recent high, while Treasury yields eased to 3.95%.

Google stock dips on OpenAI browser threat, ad risk

Google fell 2.4% after OpenAI unveiled its Atlas AI browser, raising concerns over future ad competition. Analysts warn ChatGPT may enter search advertising, challenging Google's core revenue. Shares remain up ~30% YTD but below Sept. 19’s $256 intraday high.

Texas Instruments stock drops 8% on weak Q4 forecast

TI stock fell over 8% after the company missed Q3 EPS estimates by $0.01 and issued weaker-than-expected Q4 guidance. Margin pressure from capex and restructuring costs held EPS growth to 1% despite a 14% revenue increase year over year.

🪙 Crypto

Bitcoin surges past $112K as gold and silver plunge

Bitcoin rebounded above $112K Tuesday, gaining as gold dropped 5% and silver nearly 8% in their steepest declines in years. Crypto-related stocks lagged, with miners down, despite BTC momentum catching up to earlier metals-driven safe haven flows.

🌎 Global Economy

Global growth diverges as central banks signal easing

Global markets showed cautious optimism as dovish Fed signals, resilient U.S. earnings, and tentative trade de-escalation boosted sentiment. Europe posted modest gains despite weak industrial output. China’s deflation and Japan’s political flux dragged Asian markets lower.

Where to Invest $100,000 According to Experts

Investors face a dilemma. Headlines everywhere say tariffs and AI hype are distorting public markets.

Now, the S&P is trading at over 30x earnings—a level historically linked to crashes.

And the Fed is lowering rates, potentially adding fuel to the fire.

Bloomberg asked where experts would personally invest $100,000 for their September edition. One surprising answer? Art.

It’s what billionaires like Bezos, Gates, and the Rockefellers have used to diversify for decades.

Why?

  • Contemporary art prices have appreciated 11.2% annually on average

  • And with one of the lowest correlations to stocks of any major asset class (Masterworks data, 1995-2024).

  • Ultra-high net worth collectors (>$50M) allocated 25% of their portfolios to art on average. (UBS, 2024)

Thanks to the world’s premiere art investing platform, now anyone can access works by legends like Banksy, Basquiat, and Picasso—without needing millions. Want in? Shares in new offerings can sell quickly but…

*Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd.

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