Friday, October 02, 2026

Stocks Higher into Afternoon on AI Infrastructure Build-Out Optimism, Attractive Valuations, Technical Buying, Tech/Space Sector Strength

Overseas Futures:

  • Nikkei 225 Futures: Indicating +1,410 open in Japan 
  • China A50 Futures: Indicating -244 open in China
  • KOSPI 200 Futures: Indicating +11 open in South Korea 
  • DAX Futures: Indicating +143 open in Germany
Portfolio:
  • Higher: On gains in my energy/tech/consumer discretionary/industrial sector longs
  • Disclosed Trades: None
  • Market Exposure: 100% net long

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