Today is Tuesday, September 29, 2026.
The Early Bird Index today is 88.85.
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AMD Goes Physical 🤖
Advanced Micro Devices $AMD ( ▼ 3.61% ) announced Monday that it will acquire World Labs, an AI model and research lab. The stock ticked up 0.40% in after-hours trading.
Details: AMD will buy World Labs in an all-stock transaction valued at about $8.2 billion.
Background: World Labs was led by AI pioneer Dr. Fei-Fei Li, who is known as the “Godmother of AI.” Dr. Fei-Fei Li will now join AMD as executive vice president and chief scientist.
Powering the Story: The acquisition will let AMD expand further into reasoning, robotics, simulation, and physical AI.
Early Bird’s Nest Egg Gains: AMD’s purchase of World Labs could move it from selling mostly generalized AI compute into full hardware, including physical AI and robotics.
World Labs does not instantly turn AMD into a physical AI and robotics company. It gives AMD something more strategically valuable, which is early technical visibility into the models that may drive the next major wave of AI infrastructure demand.
Final Thoughts: AMD’s stock is up over 172% in 2026.
Join Fin, Anthropic, and Clay at Pioneer on October 7th
Pioneer, the summit where CX leaders redefine what’s possible, is on October 7th.
Join leaders from Fin, Anthropic, and Clay for an insightful conversation on the state of AI transformation.
You’ll discover how some of the most innovative minds in CX have transformed their organizations, learn how they think about CX, and hear how they're planning for what's next.
Join the conversation in San Francisco, or tune in virtually.
Notables
Notable Earnings Today: CarMax (NYSE: KMX), Concentrix (Nasdaq: CNXC), Carnival (NYSE: CCL), Uranium Energy (NYSE American: UEC).
Notable IPOs Today: Roze AI Inc. Common Shares (Nasdaq: RZAI).
Notable Equity Crowdfunding Campaigns Ending Today: RoboBurger (StartEngine), Cognivix (Republic), MoneyWalkie (Crowdcube), Veyr (Crowdcube), FOUDYS (Crowdcube), Rentd. (Crowdcube), Haatch SEIS 15 (Crowdcube), Aqua Glow (Crowdcube), HONEY & GREENS (Crowdcube), Evogro (Crowdcube), TPE (Crowdcube).
Notable Economic Events Today: S&P Cotality Case-Shiller Home Price Index (9:00 a.m. ET), CB Consumer Confidence (10:00 a.m. ET), CB Consumer Confidence (10:00 a.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).
Chainlink Surges With New Tech

Gif by eToroUS on Giphy
The price of the cryptocurrency Chainlink $LINK ( ▲ 5.49% ) jumped about 8% on Monday after the decentralized oracle network introduced new technology updates.
Details: The second version of Chainlink’s CCIP (Cross-Chain Interoperability Protocol) was rolled out on Monday. Benefits of the new release include increased security and compliance functionality.
Powering the Story: Institutions can now use Chainlink with greater confidence when it comes to distributing digital assets across blockchains more quickly and securely.
Final Thoughts: This could help Chainlink’s price, which is still down roughly 28% in the past 12 months.
Vail Resorts Sees Profit Decline
Despite posting better-than-expected financial results, Vail Resorts $MTN ( ▲ 1.46% )fell 1.84% in after-hours trading on Monday.
Financials: Vail Resorts reported a loss of $5.34 per share in the past quarter and revenue of $278 million. Both were better than expected.
Details: EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) was $745.7 million for the year, down from $844.1 million.
Final Thoughts: The stock was up 3% in 2026.

Trends to Watch
Seeking Larger Deals: Lilly CEO Eyes Bigger Deals in Pharma’s ‘White Spaces’ (Bloomberg)
Record-Breaking: Nvidia Adds $150 Billion to Massive Stock Buyback, the Largest Ever (New York Times)
Can’t Fly: Certification of Boeing 737 MAX delayed by software bug (AFP)
Oil and Bitcoin: Does Oil Move Bitcoin Price? No and Yes (Bitcoin News)
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