Wall Street Breakfast

Markets march higher

Oct 20, 2025
Futures are on the rise as a busy earnings week approaches, with key names like Tesla and Netflix in the spotlight. A significant data release on inflation is expected soon. However, the tech sector faces challenges, including a lengthy breach by Chinese-linked hackers and outages in Amazon Web Services disrupting major platforms like Snapchat and Roblox. In addition, Blackstone's insights on AI's market impact spark investor interest. With the 38th anniversary of Black Monday noted, the market's historical context adds depth to current trends.
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INSIGHT

Markets Rise Ahead Of Big Week

  • U.S. stock index futures opened higher as investors brace for a heavy earnings calendar and upcoming inflation data.
  • Positive pre-market sentiment suggests risk assets may rally ahead of key macro releases and corporate reports.
INSIGHT

CPI Could Be The Week's Market Driver

  • Economists expect the postponed September CPI to show a 0.42% monthly gain lifting the annual rate to about 3.1%.
  • A stronger-than-expected CPI print could shape Fed expectations ahead of the FOMC meeting next week.
ANECDOTE

F5 Breach Reveals Long Undetected Intrusion

  • State-sponsored hackers linked to China infiltrated F5 in late 2023 and remained undetected for months until August 2025 detection.
  • Attackers downloaded Big IP source code and data on unpatched vulnerabilities, prompting regulatory disclosure and a stock drop.
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