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

A weak jobs report cut Fed-hike odds to 20% while Evercore flagged SpaceX's GrokBot as a $17B underappreciated AI-agent revenue stream.

• Jobs miss eases hike odds: CME FedWatch shows ~80% odds the Fed holds steady in October (vs ~20% for a hike) after a weaker September payrolls print; Porcelli flags a possible CPI-driven reversal on October 14.
• Neuberger trims risk: Jeff Blazek says Neuberger is cutting small-cap and EM exposure (small caps hurt by leverage/input costs and rising yields; EM too tethered to AI infrastructure beta) while staying tied to large-cap AI tech.

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