Latest / Sigma Speaks: Audio News Daily (Tailored for Retail Investors)
S02 EP33 Oct. 2 2026, Morning News
In this episode:Markets today: Oct 2Tesla starts Semi production 6 years late, says new plant can build 50,000 trucks a yearM&A slows in Q3 but Vertex snags one of the year’s biggest in $10B Crinetics buyTencent Strikes $7 Billion Deal to Lease 100,000 AI Chips From OraclePiper Sandler Raises Microsoft Target, Sees Billions in Potential From E7 and AIQUALCOMM (QCOM) Renewed A Global Patent License Effective April 2027Harbinger lands $300M-plus FedEx order for 2,000 EV trucksAmazon Eyes $8 Billion Nvidia Chip Sale to Investors as AI Infrastructure Costs Surge: ReportCEG Stock Rises Overnight…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.