A key committee has approved new rules on "non-operating companies" that could remove Strategy from the MSCI World Index. The stock fell 4% in after-hours trading. With a float-adjusted market value of about $40 billion, Strategy is the largest of all the candidates for removal. JPMorgan has estimated the company could face roughly $2.8 billion in passive outflows if it is dropped from the index.

Longview Asset Management, the Henry Crown family office and General Dynamics’ largest shareholder, reduced its holding by nearly 10% between August 26 and October 1, selling about $1 billion of stock. In September, the firm accounted for 9.6% of all General Dynamics shares traded, while the stock fell 13% over the same period. The sales stood out as broader markets strengthened, with the S&P 500 rising during that time.

The Office of the Comptroller of the Currency said American Express National Bank processed about $13 billion in suspected trade-based money laundering transactions from June 2014 to May 2025, including activity routed through accounts tied to bank insiders. American Express agreed to pay a $350 million penalty under an OCC consent order after the agency found the bank failed to maintain an effective Bank Secrecy Act and anti-money laundering compliance program.

Data provider Ortex estimates that about 99% of MiniMed Group Inc.’s public float has been sold short, a sharp jump from prior levels. Ortex’s securities-lending data show borrow availability at just 0.08% of short interest. The report says the extreme figures may reflect arbitrage tied to Medtronic’s 90% stake and its stock-for-stock exchange offer, rather than a straightforward bearish bet.

Since launching its buyback program in June 2022, Nike has spent about $12.1 billion to repurchase 124.4 million shares at an average price of $97.57. The stock opened at $33.70, about 65% below the average buyback price, implying an opportunity cost of roughly $7.9 billion. Nike’s market capitalization has fallen from $187 billion in June 2022 to $51 billion, while the shares are down 46% year-to-date. The buyback program is currently paused, with $5.9 billion remaining under the authorization.

The Trump administration has continued to channel large incentives into the nuclear industry, including a newly announced $4.2 billion federal loan to Ohio nuclear plant operator Vistra. Nuclear-related stocks have not rallied on the policy support, with Vistra down 9% year-to-date. Cameco and Brookfield Asset Management are also down 3% and 15% year-to-date, respectively. Investors have appeared unmoved by the announcements, with shares in several cases falling after the incentives were revealed.

Live Nation approved a plan to double CEO Michael Rapino’s annual compensation target to more than $60 million, even after a federal jury found the company and its Ticketmaster unit liable for unlawful monopoly practices. The new package, effective from 2027, includes annual stock awards and an upfront equity grant, with some awards vesting based only on continued employment. The decision has drawn attention to corporate governance and regulatory risk.