Megacap tech carried the Nasdaq to a record close (+1.05%) and Nvidia to its own record (+2.12%) as October Fed-hike odds fell to 24%. Bonds dissented: the 10-year rose to 5.315%, its highest close in over two decades per Reuters. ISM’s services prices index climbed to 74.0, highest since July 2022. Crude fell about 2% on recovering Mideast exports despite weekend Houthi strikes on Aramco. Schneider to buy PTC for $23.7B; PTC +33%. Bolsonaro upset lifts Petrobras ADRs 11.5%.
