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U.S. government shutdown begins, markets brace for fallout

The federal government has officially shut down, triggering furloughs that the CBO estimates could affect up to 750,000 workers daily and delaying key economic data releases. Equity futures slipped on the news while haven demand pushed gold to another record, underscoring concerns over growth and market volatility as agencies implement contingency plans.

Source: Seeking Alpha


Stablecoins hit the mainstream—while Europe weighs new curbs

Visa launched a pilot to use pre-funded stablecoins (USDC, EURC) for faster cross-border payments, and Deutsche Börse signed an MoU with Circle to integrate EURC/USDC into its market infrastructure. At the same time, Stripe rolled out “Open Issuance” to help firms launch stablecoins and is eyeing a U.S. trust charter—just as an EU risk board floated new restrictions on certain multi-jurisdiction stablecoins, highlighting a split between adoption and regulation.

Source: South China Morning Post


Pfizer surges after striking drug-pricing deal with the Trump administration

Pfizer shares jumped after it agreed with the White House on a pricing framework that includes “most-favored nation” Medicaid pricing on some medicines and direct-to-consumer discounts via a planned TrumpRx portal. The deal, paired with a $70B U.S. R&D and manufacturing push, aims to cut costs for patients while reducing tariff uncertainty for the pharma giant.

Source: MarketWatch


Nvidia tops $4.5 trillion market cap as AI momentum endures

Nvidia briefly crossed a $4.5T valuation, buoyed by continued AI infrastructure demand and upbeat sell-side outlooks for 2026 hyperscaler spending. Analysts cited a strong competitive roadmap and improving inference tailwinds as reasons the rally could extend, even after a historic run.

Source: Seeking Alpha


Oil slides on talk of bigger OPEC+ output increase; LNG glut warnings rise

Crude prices extended losses on reports OPEC+ may consider a larger production hike, overshadowing a 3.7M-barrel U.S. inventory draw. In gas markets, Shell’s CEO warned of potential LNG oversupply as project approvals continue—complicating price signals just as governments push to secure long-term energy supplies.

Source: Seeking Alpha


Boeing said to be planning a new narrow-body jet to succeed 737 MAX

Boeing is reportedly advancing plans for a next-generation single-aisle aircraft, a critical step to regain share from Airbus in the lucrative narrow-body segment. A new platform could reset Boeing’s product cycle and signal a broader shift from crisis management to long-term offense.

Source: Seeking Alpha


SEC weighs letting tokenized stocks trade on crypto exchanges

The SEC is exploring a framework to allow blockchain-registered versions of listed equities to trade on cryptocurrency venues, according to a report. If adopted, the move could open a regulated path for digital representations of traditional assets—though it would require careful market structure and investor-protection safeguards.

Source: FinanceFeeds


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Business — October 1, 2025 | Briefing24