Wake Up With Breakfast News!

Wake up to the latest market news, company insights, and a bit of Foolish fun—all wrapped up in one quick, easy-to-read email, called Breakfast News. Delivered at 7:30 AM ET every single market day. See an example of our weekday Breakfast News email & sign-up below.

Bitcoin (CRYPTO:BTC) broke through $125,000 for the first time on Sunday, peaking at $125,598.61 after gaining for six of the last seven days. Analysts point to a number of factors behind the rise, including government shutdown uncertainty and a weak dollar, coupled with global trade concerns and growing crypto regulatory acceptance.

• "The broader setup remains bullish … supporting demand for Bitcoin as an alternative store of value": BitBull Capital CEO Joe DiPasquale sees crypto demand continuing. JPMorgan (NYSE:JPM) analysts have set a Bitcoin year-end price target of $165,000.
• Closing in on $4,000 per ounce: Gold has broken the $3,900 level for the first time, reaching $3,930. Analysts say the delay to the September jobs report is adding uncertainty and driving demand.

OpenAI and Advanced Micro Devices (NASDAQ:AMD) have entered into an agreement that could result in OpenAI obtaining a 10% stake in the chipmaker. The rollout will begin with an initial deployment of 1 gigawatt of these chips in the second half of 2026. AMD stock shot up 25% in pre-market trading on the news.

• If OpenAI exercises the full warrant, this could lead to approximately 10% ownership in AMD: The companies announced that OpenAI plans to deploy 6 gigawatts of AMD's Instinct graphics processing units (GPUs) over several years, spanning multiple generations of hardware.
• "AMD's leadership in high-performance chips will enable us to accelerate progress and bring the benefits of advanced AI to everyone faster": OpenAI CEO Sam Altman commented on the news, and as a part of this collaboration, AMD has issued OpenAI a warrant for up to 160 million shares of AMD common stock.

Investors seem unconcerned by the shutdown and pause in economic data. By Friday's close, all three major indexes gained ground -- with the S&P 500 and the Dow both up 1.1%, and the Nasdaq rising 1.3% over the week.

• "There's a certain amount of nihilism": Steve Sosnick at Interactive Brokers (NASDAQ:IBKR) told Yahoo! Finance the lack of a jobs report just means one less thing to hold back the market.
• "There are some clear warning signs that we might be late in a bull market cycle": Motley Fool analyst Buck Hartzell notes that record stock buybacks "are happening when the P/E [price-to-earnings] of the S&P 500 is over 30," adding, "I think investors should follow Warren Buffett's lead and build their cash balances. … I predict that those large-cap tech stocks might be in for a rough few years of underwhelming returns."

In a post on X, Tesla (NASDAQ:TSLA) hinted at a Tuesday event as industry watchers wait for a more affordable model, expected to launch around 20% cheaper than the Model Y.

• Upbeat full-year guidance: Longtime Stock Advisor recommendation McCormick (NYSE:MKC) will post third-quarter results Tuesday, after a Q2 earnings beat. It follows a Q2 update from Constellation Brands (NYSE:STZ) after today's market close.
• Superscore of 65 on our Moneyball database: Thursday brings a Q3 update from Delta Airlines (NYSE:DAL), after the company reinstated its upbeat full-year guidance following an expectations-busting Q2.

Friday saw the latest Analyst Stream published for TMF members on the topic of how to best prepare our portfolios and minds for any pending market drop, with one Fool mentioning in the comments, "Figuring out the difference between quality and bubble, or quality and value trap, is increasingly difficult for me." Fool analyst David Meier shared that he felt similarly:

"I am trying to do that same thing, and it's difficult for me, too. I would suggest focusing most of your attention on the "quality of the company" part. Do they have good products and/or services? Do they have an advantage? Are they turning that advantage into revenue and cash flow? How much am I paying for all that? Those are questions we always try to answer, whether markets are going up or down, because the answers help us make the most informed decisions we can. Fool on!"

In Friday's episode of the Motley Fool Money podcast, Fool analyst Emily Flippen shared what she'll be looking at in terms of earnings trends in Q4. As earnings season resumes, with the big banks leading the charge next week, discuss with friends and family what themes you're expecting to learn more about in the final three months of the calendar year, or become a member to hear what your fellow Fools are saying!