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☕️ GM Munchers! Went golfing yesterday to clear my head about the market. Four hours later I was stressed about my swing AND the market. Elite multitasking.

On today’s menu:

• 🚨 The Inflation One-Two Punch Just Landed

• 🎬 Netflix Just Cut 1,000 Jobs Right Before Earnings

• 🐊 Crocs, SpaceX & eBay Make Headlines

• ⚛️ Google Just Cracked A 20-Year Quantum Puzzle

• 🚗 Tesla Just Did Something Insane

Yesterday’s numbers:

BREAKING NEWS

🚨 The Inflation One-Two Punch Just Landed

Well, that stung. Yesterday brought a second scary inflation number in two days. September PPI, the wholesale prices report, came in way hotter than expected at 6.3%, blowing past the 5.3% forecast. Core PPI jumped to 5.0%, also above expectations. That’s the second highest PPI reading since late 2022.

So what is PPI? Simple. It’s the price companies pay for stuff before it ever hits store shelves. Think of it as the cost of ingredients before the restaurant cooks your meal. When those costs rise, businesses usually pass them on to us later, so a hot PPI often means higher prices for all of us down the road.

Now here’s the twist nobody expected. Even with two hot reports back to back, the odds of a rate hike at the October meeting actually fell to about 28%, down from where they sat earlier. You’d think red-hot inflation would make a hike more likely, so what gives?

• ⛽ It’s mostly energy: A huge chunk of the spike came from surging oil and diesel prices tied to the Iran conflict, and the Fed often looks past temporary energy jumps.

• 📅 The timing doesn’t line up: PPI feeds the Fed’s favorite inflation gauge, but that report doesn’t come out until October 29, one day after the Fed makes its decision, so it can’t sway this meeting.

• 🗳️ A hike would be awkward: Several Fed officials have signaled they’re in no rush, and raising rates right before the midterm elections is politically touchy, so the market bets the Fed waits until December instead.

The Munch Take: Two hot prints in two days is a loud warning, but the market is quietly betting the Fed holds steady in October and saves any hike for December. We don’t panic over data either way. We’ve said it all week: higher yields and inflation fear are uncomfortable, but they’re not a reason to run. If this drags quality names lower, that’s our shopping cue, not our exit. Stay calm, watch those yields, and keep your list ready.

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STORY OF THE DAY

🎬 Netflix Just Cut 1,000 Jobs Right Before Earnings

Not exactly a feel-good season finale. $NFLX Netflix laid off about 1,000 workers, roughly 6% of its staff, in its biggest round of cuts in four years. The axe fell hardest on its product, tech, legal, and HR teams. And the timing is loud, landing just days before Netflix reports earnings on October 20.

Here’s what makes this different from a normal cost cut. Netflix is still profitable and still growing, so this is not a company in crisis. It’s a company getting nervous. One of its own co-CEOs recently admitted that Netflix is “not growing as fast as I want.” That’s a telling thing to say out loud, and these cuts look like the response.

So what has them worried? The battle for your eyeballs. People only have so many hours to stare at a screen, and free apps are winning more of them.

• 📺 YouTube is pulling ahead: YouTube now beats Netflix in daily viewing in roughly 20 markets, a genuine shift in who’s winning the attention war.

• 📱 Free is a tough rival: Apps like TikTok and YouTube cost viewers nothing, which makes them brutally hard to compete against for raw screen time.

• 💰 The ad business is the hope: Netflix is leaning hard into advertising to make more money per viewer, even if subscriber growth cools off.

📈 The Bull Case: Cutting costs before a slowdown protects profits, and a leaner Netflix with a booming ad business could still squeeze out strong earnings growth even if viewer growth flattens.

📉 The Bear Case: Layoffs right before earnings can signal trouble ahead, and losing the attention war to free apps is a problem that money and cost cuts can’t easily fix.

The Munch Take: Here’s our honest read. Cutting costs to protect profits is smart business. Cutting costs because people are watching free YouTube instead of paying for you is a warning sign. Netflix is a genuinely great brand with a real moat in premium content, but the threat here is real and it’s not going away. The October 20 earnings report is the one to circle, because that’s where we find out if the ad business is growing fast enough to offset the attention it’s losing. We’re not chasing this one into earnings. We’d rather watch the actual numbers first and let the story prove itself. Great company, real competition, wait for the proof.

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MARKET OVERVIEW

Tasty Movers & Shakers

🛒 $WMT Walmart rose 1.46% after Deutsche Bank upgraded it to Buy, pointing to fatter profit margins and its pull with inflation-weary shoppers. When money gets tight, the everything store tends to win.

👟 $NKE Nike climbed 5.3% as investors ditched pricey tech names and rotated into beaten-down consumer stocks. The crowd is finally sniffing around the bargain bin, and Nike’s been sitting in it all year.

🧾 $INTU Intuit jumped 6.33% after announcing plans to buy Sequence, an AI-powered revenue management platform. The TurboTax parent keeps bolting on AI tools to stay ahead of the robots it’s worried about.

🐊 $CROX Crocs popped 6.14% on a Barclays upgrade that praised stronger product innovation, new categories, and international growth. Say what you want about the shoes, the business keeps finding ways to grow.

📦 $EBAY eBay rose 5.16% after Morgan Stanley said its live shopping business is finally taking off in the U.S. The internet’s original yard sale is quietly reinventing itself for the TikTok era.

🚀 $SPCX SpaceX fell 2.33% amid backlash over new Starlink speed limits in Ukraine and Elon Musk’s calls to replace President Zelenskyy.

MARKET NEWS

⚛️ Google Just Cracked A 20-Year Quantum Puzzle

Big science news dropped. Google announced a major quantum computing breakthrough, hitting 99.99% accuracy on a key operation and cutting errors by a jaw-dropping 40 times on its Willow chip. It solved a problem that had stumped researchers for over 20 years.

So what's a quantum computer? Think of a regular computer as a super-fast coin that's either heads or tails. A quantum computer flips many coins at once, letting it solve certain problems far faster than anything today. The catch has always been accuracy. Quantum machines make tons of mistakes, so hitting 99.99% accuracy is a genuinely huge deal.

• 💊 The payoff could be massive: If Google nails quantum, it could revolutionize drug discovery, create unbreakable new materials, and supercharge AI, opening doors worth hundreds of billions.

• ⏳ But it's years away from profit: This is still science-lab stuff, not a money-maker. The hype is loud, and real commercial use could be a decade off.

• 🔐 The scary part is encryption: A powerful enough quantum computer could one day crack the codes protecting Bitcoin and online banking, a looming risk nicknamed "Q-Day."

The Munch Take: Genuinely cool science, but let's keep our heads. For stock watchers, the pure-play quantum names ride every headline like this: $IONQ IonQ (~$44), $RGTI Rigetti (~$16), and $QBTS D-Wave (~$17). They're thrilling and wildly volatile, basically lottery tickets on the future. We don't chase lottery tickets. Watch the space, but don't bet the farm on a technology still finding its feet.

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Pre-Market Fuel

1. 🤯 Tesla just did something insane.

2. 🇨🇦 This is a crazy Canadian stat.

3. 🚗 Porsche just unveiled a new car.

🍪 Munchy Memes

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