When Sam Altman said it, markets shrugged. When Mark Zuckerberg said it, no one listened. But when Jerome Powell says AI is a bubble, the S&P 500 pumps the brakes on its record run.

Okay, so he didn’t use those exact words. But the central bank chairman, in his own patented Fed Speak, did echo the same point, stating, “Equity prices are fairly highly valued.” Money printer go… brrr? 🥶

Finally, read to the end for a reminder that bull markets often outlive the skeptics…

— Brooks & Cas

In my many years as a wealth advisor at JPMorgan Private Bank, I learned there’s really only one thing separating the 1% from everyday investors:

Information.

The ultra-wealthy don’t have better instincts than you, or even better luck. Just better information. And access to it is tightly gatekept, within institutional analysts’ client-only notes, or behind the Bloomberg Terminal’s $20,000+ paywall.

They may not want you to have the best investing information out there. But we do.

Street Sheet Research compiles all the most actionable, impactful happenings on Wall Street into one digestible weekly report. Join your fellow readers in taking your portfolio into your own hands.

$HAL ( ▲ 2.6% ) Oil Stocks Rise as Trump Pushes Back on Renewable Energy Policies (MarketScreener)

$MCK ( ▲ 2.86% ) McKesson stock rises on improved adjusted EPS outlook (SeekingAlpha)

$KVUE ( ▲ 0.43% ) Tylenol Maker Kenvue Shares Rebound After Trump Links Drug To Autism (Forbes)

$SRE ( ▲ 1.73% ) Sempra sells $10 billion stake in unit, greenlights Port Arthur expansion project (Reuters)

$VST ( ▲ 1.98% ) Vistra Stock Drops After Jefferies Downgrade Following All-Time Highs (Parameter)

CNN: Federal Reserve Chair Jerome Powell emphasized the central bank can’t ignore the risk of high inflation in recent remarks in Rhode Island.

WSJ: Eli Lilly $LLY ( ▲ 1.01% ) will build a $6.5B Houston plant to produce its first oral weight-loss drug, creating 615 jobs.

Axios: Sinclair and Nexstar will continue pre-empting Jimmy Kimmel Live! despite ABC’s $DIS ( ▲ 0.05% ) plan to bring the show back tonight.

BBC: Amazon $AMZN ( ▲ 0.95% ) will close all 14 UK Amazon Fresh stores, converting five into Whole Foods, to refocus on online groceries.

CBS: Global health authorities, including the WHO and EMA, rejected President Trump’s unproven claim linking acetaminophen use in pregnancy to autism.

Check Point Software $CHKP ( ▲ 0.6% ) has picked up some unusual attention on Capitol Hill.

US Congressman Thomas Kean Jr. (R-NJ) recently disclosed two separate stock purchases in the span of a week, including one made after shares dropped nearly 16% in July. The company’s business is closely tied to government contracts, providing cybersecurity solutions for both Israel and the United States.

Kean sits on the communications and technologies subcommittee, making the timing notable. While lawmakers’ trades don’t always predict stock moves, they can shed light on where political insiders see opportunity.

This latest Pelosi Trade spinoff isn’t the only reason Check Point is front-of-mind for investors lately.

Last week, the company announced its acquisition of Lakera, an AI-native security platform. The deal brings advanced AI defense tools into Check Point’s existing Infinity platform, which integrates cloud, on-premises, and workspace protection.

Management said the purchase will also create a Global Center of Excellence for AI Security, and emphasized its commitment to what it sees as the next frontier in enterprise cybersecurity.

Wall Street has also been weighing in.

Baird analyst Shrenik Kothari reiterated a Buy rating with a $245 target. JPMorgan $JPM ( ▲ 1.22% ) maintained a Buy as well, with a more aggressive $257 target. The average analyst view sits at a “Moderate Buy,” with consensus estimates around $223. For reference, Check Point’s stock closed just above $201 today.

These calls reflect confidence that Check Point can expand market share in a sector still dominated by names like Palo Alto Networks $PANW ( ▲ 0.08% ) and CrowdStrike $CRWD ( ▲ 1.84% ). The combination of new technology, steady earnings, and fresh political interest may make CHKP a name to surveil.

There’s an $84T market hiding in plain sight. We’re about to shine a light on it.

On October 1st, we drop our first-ever Equity Research Report, a deep dive into a wave set to rock Wall Street and the companies poised to benefit.

Sign up for Street Sheet Research today to be ahead of the trend.

CNBC: Trump canceled a meeting with top Democrats over Obamacare tax credit disputes as a government shutdown nears.

Axios: Fed officials say slowing job growth and short-lived tariff inflation risks drove their decision to cut rates last week.

CNN: US EV sales are expected to drop sharply after Trump’s spending bill ends the $7,500 federal tax credit on Oct. 1.

Electrek: Tesla $TSLA ( ▲ 2.27% ) faces a lawsuit in China after admitting HW3 vehicles can’t deliver promised self-driving, with owners doubting retrofits.

FT: Revolut pledged £3B UK investment and $13M globally as it prioritizes a full UK banking licence and expansion.

Still young by bull standards.

At three years old, today’s bull market looks mature. But is it?

Not historically speaking, no.

The average postwar bull run has lasted nearly six years.

Are you bullish or bearish on Madison Square Garden Sports $MSGS ( ▲ 0.57% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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