Market update for October 6, 2026
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In today’s episode, Zaid covers:
Why corporate America sounds unusually confident heading into earnings season, even as yields climb
Wall Street’s $27 billion vision for Meta Muse, and the chipmakers benefiting
Google and Amazon’s growing appetite for nuclear power
Vistra’s rally as federal financing backs nuclear upgrades
The supplier bidding war rattling Seagate and Western Digital
How the AI boom is reshuffling the world’s biggest fortunes