Energy Transfer LP (ET) — the peer cohort

Long reads

• Earnings Season — The Bar Meets Its First PrintsWeekly Signal · 12 Jul 2026

101 and glossary

• Extended-Hours TradingGlossaryTrading before the 9:30 ET open (pre-market, from 4:00) and after the 16:00 ET close (after-hours, to 20:00) on electronic venues.

Dailies

• Earnings — J&J −6.2% and Citi −3.8% after beats; Micron −5.1%, chip fund back under its 50-day lineMidday 10 · 13 Oct 2026At about 13:15 ET the S&P 500 is down 0.1%, the Nasdaq-100 0.5% and the Dow 0.4%, and the biggest moves come from companies that beat.
• AI Capex — chip index −3.4% after OpenAI's revenue comes in at $50 billion, not $70 billion; software risesMorning 10 · 9 Oct 2026the Midday 10 at 12:30 ET reads the first half of the session
• Fed — minutes point to another rate hike by year-end; Samsung earns a record $80 billion in one quarterMorning 10 · 8 Oct 2026PepsiCo reports its third quarter today around 06:00 ET; analysts expect $2.30 a share on about $25 billion of revenue.
• Stocks — broadly lower after the records: Russell 2000 −1.4%, power and cooling names sold, Penguin +15.3%Midday 10 · 7 Oct 2026The Fed publishes the minutes of its September meeting at 14:00 ET.
• S&P 500 — record high as Marvell jumps 7.6% on its investor day; chip-machine makers slideMidday 10 · 6 Oct 2026The stock dipped to $267.26 in the first minutes, then ran as high as $301.27 (+11.1%) by 9:40 ET; at $291.74 it is up $20.49 on Monday's close of $271.25.
• Markets — Nasdaq +1.5% before the open even as TLT breaks 78; Tokyo +3.3% on Micron's record quarterMorning 10 · 1 Oct 2026Accenture reports its fiscal fourth quarter before the US open (conference call 08:00 ET = 14:00 CET).
• Bonds — TLT closes at a one-year low but holds 78; oil slides on a reserve release, Micron reports tonightMorning 10 · 30 Sept 2026Micron reports its fiscal fourth quarter after the bell (conference call 16:30 ET = 22:30 CET).
• Oil hits $100 and Europe sells off 2% — Wall Street opens with memory chips up and almost everything else downDaily Pulse · 9 Sept 2026Third, the rest of the day's calendar: Apple's product event at 1 pm ET, the 10-year Treasury auction at 1 pm ET on the day the yield sits at its highest since 2023, and the Treasury's announcement of the size of its expanded debt buyback…