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Joe Brusuelas of RSM US discusses the weaker-than-expected September jobs report. The month saw an additional 29,000 nonfarm payrolls against median consensus of 85,000. Joe says the print confirms a "no hire, no fire" jobs market aggravated by U.S. immigration restrictions. He adds that the report will make an interest rate hike in October very unlikely. That said, Joe believes two rate hikes are still on the table for the end of 2026 and the start of 2027.

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James Boyd of Charles Schwab says Airbnb (ABNB) is more tightly correlated to crude oil moves than investors realize. He outlines the short-term price action of the stock and compares it to crude to highlight why. James also notes a bull case for Airbnb if the stock can stay above $160.

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Friday's trading session is starting with some reprieve thanks to a tick lower in crude oil and Treasury yields. Tom White sets expectations for investors ahead of the opening bell. On the AI trade, he explains why Morgan Stanley is reiterating its top pick in Nvidia (NVDA), with Tom discussing why hyperscaler CapEx is important to keep in mind moving forward. Also on his radar: adjustments to the OnSemi (ON) and Synaptics (SYNA) merger, along with Nike (NKE) earnings and its stock plunge.

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A lot of what is happening in equities right now has a lot of similarities to 1994, says Gina Martin Adams, pointing out a booming economy and a Fed raising interest rates as the central points. The steady rise in Treasury yields adds to signs of strain for equities, as Gina points to sectors at the greatest risk of volatile moves.

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Accenture (ACN) closed as the S&P 500 (SPX) leader on Thursday's session following earnings, while Nike (NKE) investors looked for a clear jump in a turnaround story in its earnings. Paramount Skydance (PSKY) sold off as it looks to close its merger with Warner Bros. Discovery (WBD) in the coming days. Marley Kayden carries investors through the top stories of the trading day.

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Alphabet (GOOGL) and SpaceX (SPCX) take what both companies consider a big step for AI's expansion into the final frontier. On Earth, Oracle (ORCL) signs a multi-billion-dollar deal with Tencent. Marley Kayden and Sam Vadas discuss their top takeaways of Thursday's session.

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Michael Lohan, CEO of IDA Ireland, says foreign direct investment has been transformational for Ireland's economy across technology, semiconductors, healthcare, and fintech. US multinationals like Pfizer (PFE), Microsoft (MSFT), Alphabet (GOOGL), Apple (AAPL), Meta Platforms (META), Johnson & Johnson (JNJ), and Eli Lilly (LLY) have operated there for decades, with Intel (INTC) investing a further $5 billion in July. He says Ireland's pro-enterprise policies, political stability, and two-way reciprocal relationship with the US make it a compelling gateway to Europe.

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Yogesh Gupta, CEO of Progress Software (PRGS), says the company delivered strong earnings with EPS above guidance, cash flow up 17% year over year to over $87 million, and a 43% operating margin. He recently completed the acquisition of Domo, a roughly $300 million business that brings consumption-based AI use cases and real-time data integration to power AI agents grounded in factual data. He says the 99% net retention rate remains consistent and the company has delivered 14% compounded top line growth over the last five to seven years.

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A disconnect continues to widen between diesel prices and fuel production, says Adam Lampe. He addresses how gasoline price spikes are a "consumer problem " while diesel is an "economic problem" as a part of his explanation. Adam adds that the U.S.'s tentative ban on diesel exports will create many more headwinds than tailwinds domestically and across the globe.

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Brace for October seasonality, or lack thereof, in crypto, says Jim Farraioli of Charles Schwab. He makes the case that Bitcoin and Ethereum's recent rally will raise the bar for the cryptocurrencies to make a steeper run higher. Jim adds more insight into the race to bolster regulation for crypto assets and how investors are seeing it as a "rebirth in the debasement trade."

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