Welcome to Bull Street Buzz — Wednesday, October 1st 2025, 11:33am — Consumer confidence is lower than expected as Wall Street braces for shutdown data blackout - CNBC — CoreWeave Inks $14 Billion Meta Deal in Latest Sign of AI Demand - Bloomberg.com — How AI Helps a Logistics Giant Thrive During a Downturn - The Wall Street Journal — Millennium Takes $100 Million Hit in Collapse of First Brands - Bloomberg.com — The EV tax credit is dead — here’s what happens next - The Verge