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Stifel Bits

Summary

  • Nike CEO Elliott Hill compared Texas' comeback victory over Ohio State to Nike's own turnaround during the company's latest earnings call.
  • The top 0.1% of Americans hold 15% of U.S. wealth, with an average household wealth exceeding $200 million.
  • U.S. consumers spent an average of $1,887 annually on subscriptions in 2025.
  • Enterprise spending on quantum computing reached $300 million in 2025, an increase from $218 million in 2024.
  • Projected U.S. Halloween spending for this year is $13.5 billion, up from $13.1 billion in 2025.
  • 60 million children are now auto-enrolled in Trump Accounts through the U.S. Treasury.
  • The Bloomberg 1000 Value Index gained 18.9% over the last 12 months through September, outperforming its growth counterpart's 13.8% gain.
  • Technology now represents a larger share of value indices, with investment themes expanding to include industrials, utilities, energy, \& other businesses supporting data centers.
  • Phoebe Bridgers requires fans to lock away devices before entering sold-out shows on her "Lost Tour."
  • The Art Gallery of Ontario identified the subject \& artist of "Portrait of a Lady Holding an Orange Blossom" after six years of research.
  • An 11.5-foot shark nicknamed "Bukangi" has repeatedly evaded rescue efforts in a canal in Busan, South Korea.
  • Apple CEO John Ternus is reportedly considering faster product launches, fewer managers, lower costs, more experimentation, \& new revenue sources.
  • Hidden Valley is releasing "Spooky Ranch," a black ranch dressing made with cocoa \& fruit juice.
  • Tesla is preparing to scale its electric Semi with a promised range of up to 500+ miles after roughly a decade of delays.
  • Alaska Airlines is adding lie-flat "Aurora Suites" to compete for high-end travelers.
  • Cheez-It is launching a higher-protein cracker containing seven grams of protein per serving.
  • Bose is reintroducing wired headphones as Gen Z embraces simpler technology.

The lines between the traditional growth and value story have blurred. Over the last 12 months through September, the Bloomberg 1000 Value Index gained 18.9%, compared with 13.8% for its growth counterpart. Some of that reflects where the year started: Growth stocks entered 2026 carrying higher valuations and greater expectations, leaving less room for upside surprises and more sensitivity to disappointments.

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Stifel Bits