Jobs Report Reaction, Grok Bot Opportunity, Congress & College Sports 10/2/26

Stocks are rising following a surprisingly weak September jobs report that raised hopes the Federal Reserve will hold rates steady in October. Kelly Evans and Brian Sullivan are joined on set by Neuberger’s Jeff Blazek and Wells Fargo’s Tom Porcelli to get their initial thoughts on the state of the economy following September’s weaker-than-expected jobs report. Evercore ISI Analyst, Kutgun Maral, joins the show to explain why he believes xAI’s Grok Bot is an underappreciated part of SpaceX that may prove to have massive upside for investors as the race for AI agent market share heats up. Later on, Bruin Capital Founder and CEO, George Pyne, comes on set to discuss the world of professional and collegiate sports as Congress looks to pass a new bill regulating NIL funds.