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The price of oil could plummet – and that could actually give stocks a boost. In this briefing, I'll explain why I bought stocks despite the crash concerns and what developments investors should be watching.

Because things could change soon: Are interest rates already far too high? After Friday's weak labor market report: Will interest rates even rise anymore? And is AI still undervalued? Trump's "superintelligence" initiative suggests it could be just the beginning, while Elon Musk is already promising a universal basic income through AI.

This week's bombshell: Goldman Sachs and JP Morgan calculate that the oil market is already at 98% of its pre-war level. Will oil prices soon plummet? Stock market crash or year-end rally? I'll compare the arguments of the bears with those of the bulls: high bond yields, inflation, weak market breadth – and potential positive surprises. We'll examine crude oil supply flows, the latest US labor market data, and expectations for the Federal Reserve. Could falling oil prices trigger a short squeeze in US Treasury bonds and give the S&P 500 an additional boost?

Also: Micron's quarterly results, Synopsys stock, and the debate surrounding an AI bubble. What must Amazon, Microsoft, and Alphabet actually be earning from their investments in AI data centers? I explain why we bought Credo Technology for our AI portfolio and reveal Goldman Sachs' top picks on the Conviction Buy List for October. We also discuss Bitcoin and which companies could be particularly hard hit by high interest rates. Meanwhile, Nike stock continues to shock investors: More weak figures and a cost-cutting program are causing Nike to plummet further.

👇 What do you expect by the end of the year: a pullback or a rally? Share your assessment with your reasoning in the comments.

The BRIEFING with Mario Lochner: Current stock market news, stock analyses, and the week's most important financial topics. Published October 3, 2026.

Note: This video is for informational purposes only and reflects our personal opinions. It is not individual investment advice. Investments carry risks, including the risk of total loss. We may be invested in the securities discussed.

00:00 Intro
00:00:46 Hot Topics: Package Tax & Beer Tent Hits
00:03:16 Micron, Synopsys, Nike & Stocks of the Week
00:05:00 Bears: Something's Going to Break
00:07:55 Bulls Celebrate Inflation, the Job Market, AI
00:12:30 Mindblow: Get Prepared!

00:13:32 AI Investments: What Amazon, Microsoft & Alphabet Need to Deliver
00:14:16 Are Interest Rates Already Too High?

00:15:33 US Treasury Bonds: Is a Short Squeeze Coming?

00:18:17 Credo Stock: Why We Bought
00:19:14 Goldman Sachs: Our Stock Favorites for October
00:20:07 High Interest Rates: Which Sectors Are Particularly Affected
00:20:55 Bitcoin: Is the Bear Market Over?

STOCKS, ETFs & MONEY IDEAS: On this channel, we primarily want to talk about how you can make more of your money. That's why I'll show you the best money-making ideas involving stocks and ETFs. Of course, we'll also talk about Bitcoin and real estate.

INTERVIEWS: I speak with top experts in the financial world, fund managers, asset managers, and successful entrepreneurs – for example, regular guests on my channel include: Dr. Andreas Beck, Dr. Gerd Kommer, Martin Hackler, Christian Fuchs, Mojmir Hlinka, Hendrik Leber, and Philipp Vorndran.

SUCCESS & MOTIVATION: Building Multiple Income Streams? Starting a Business? Or Becoming the Best Version of Yourself? I'll help you and take you on your journey to more money, motivation, and success.

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Important: This video is for informational purposes only and is NOT investment advice! It does not constitute a recommendation, and the operators of this channel are not liable for any losses resulting from investments made based on information from this video. Investing involves risks; act responsibly.

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