OpenAI DevDay, Jamie Dimon’s Op-Ed, Valley Bank CEO Interview 9/29/26

Beneath record S&P highs and OpenAI's AI-agent blitz, 38% of the index sits in a bear market as yields hit multiyear peaks.

• OpenAI DevDay: Sam Altman unveiled autonomous agents called 'dots,' a new GPT-6.1 model, and a $500/month Pro plan; ChatGPT has 1.2B weekly actives, Codex/ChatGPT devs 35M.
• Fresh mega-round: OpenAI is reportedly in early talks to raise up to $30B privately at a $1.4T valuation, following a $122B raise in March; no term sheet signed yet.

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