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

• 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…
• Samsara jumps 15%, Zscaler beats and goes nowhere, bitcoin tops $81,000 — Wall Street’s best day in a month lands the night before the jobs reportMorning 10 · 4 Sept 2026Asia is mostly green ahead of the first jobs report of the Warsh Fed at 08:30 ET.
• Chips up, software down: Nvidia leads a split rebound while the bond market catches its breathMidday 10 · 2 Sept 2026
• Bitcoin's overnight break of 80,000 fades back under Monday's own close, while SOXX's bounce holds through the session and IEF clears the bond veto's third test at 93.51.Morning 10 · 26 Aug 2026IBIT split the other way: it closed Tuesday at 44.72, up 0.18%, its second consecutive close above the 44.5 reclaim line even as spot kept sliding after IBIT's own 16:00 ET print.
• Tokyo reversed the silent selling overnight — Seoul joined, then faded at the closeMorning 10 · 10 Aug 2026the compression meets its referee midweek: July CPI Wednesday 08:30 ET (survey median +0.1% m/m after June's −0.4%), PPI Thursday.