Stock Market Feed

$NVDA - NVIDIA DEBUTS NEMOTRON 3 FAMILY OF OPEN MODELS NVIDIA CORP - NEMOTRON 3 SUPER AND ULTRA EXPECTED IN FIRST HALF OF 2026

$MSTR - STRATEGY BUYS 10.645 BITCOIN FOR AGGREGATE PURCHASE PRICE $980.3M STRATEGY BUYS 10.645 BITCOIN DEC. 8 TO DEC. 14

$NVDA - BERNSTEIN REITERATES OUTPERFORM ON NVIDIA Bernstein reaffirmed its Outperform rating and $275 price target on NVIDIA. The firm noted NVIDIA is still awaiting U.S. approval to ship H200 chips to China and lacks clarity on a proposed 25% government revenue share. NVIDIA

$TSLA - WEDBUSH REITERATES OUTPERFORM RATING ON TESLA Wedbush analyst Daniel Ives has reaffirmed an Outperform rating and $600 price target on Tesla. He views 2026 as a pivotal year for Tesla and Elon Musk, with autonomous driving and robotics taking center stage. Following a

$COIN - COINBASE TO SOON UNVEIL PREDICTION MARKETS POWERED BY KALSHI

ORACLE: THERE HAVE BEEN NO DELAYS TO ANY SITES REQUIRED TO MEET OUR CONTRACTUAL COMMITMENTS, ALL MILESTONES REMAIN ON TRACK $ORCL

$ORCL - ORACLE: THERE HAVE BEEN NO DELAYS TO ANY SITES REQUIRED TO MEET OUR CONTRACTUAL COMMITMENTS, ALL MILESTONES REMAIN ON TRACK

$ORCL - EVERCORE ON ORACLE: 'NOT A GREAT HEADLINE GIVEN RECENT PRICE ACTION' Evercore ISI analyst Kirk Materne reaffirmed an Outperform rating and $275 price target on Oracle. He noted that Oracle only pays for leases once data centers are delivered. Despite delays at the

CIRCLE RECEIVES CONDITIONAL APPROVAL FROM OCC FOR NATIONAL TRUST CHARTER $CRCL

WHITE HOUSE OFFICIAL: "NO FINAL DECISIONS HAVE BEEN MADE ON THE RESCHEDULING OF MARIJUANA" $MSOS

SOME ORACLE DATA CENTERS FOR OPENAI DELAYED TO 2028 FROM 2027 $ORCL

$NVDA - NVIDIA SHARES RISE AS COMPANY WEIGHS BOOST TO H200 PRODUCTION Nvidia traded slightly higher premarket after reports it may increase output of its H200 AI chips. Reuters said Nvidia informed Chinese clients it is considering expanding production, following U.S. approval

$COIN - BARCLAYS LOWERS COINBASE PRICE TARGET Barclays reduced its Coinbase price target to $291 from $357 while maintaining an Equal Weight rating. In a broader update to its 2026 outlook for brokers, asset managers, and exchanges, the firm noted constructive market conditions,

COSTCO $COST EARNINGS • Q1 FY26 • Net Sales: $65.98B • Total Revenue: $67.31B • Net Income: $2.00B • EPS: $4.50 • Adjusted Comparable Sales: +6.4% • E-Commerce / Digitally Enabled Sales: +20.5% • Membership Fee Revenue: $1.77B • Operating Income: $2.98B • Comparable

Broadcom $AVGO Earnings • Q4 2025 • Revenue: $18.015B vs $17.494B est 🟢 • Adjusted EBITDA: $12.218B vs $11.596B est 🟢 • Adjusted EPS: $1.95 vs $1.86 est 🟢 • EPS: $1.74 • Net Income: $8.518B • Operating Cash Flow (FY25): $22.9B • Free Cash Flow (FY25): $21.2B •

T-MOBILE - ANNOUNCES $14.6 BLN SHAREHOLDER RETURN PROGRAM - SEC FILING $TMUS

$NVDA - WHITE HOUSE ON NVIDIA'S H200: CHIPS WILL BE SHIPPED TO APPROVED CUSTOMERS

ALPHABET'S GOOGLE FACES EU FINE NEXT YEAR FOR FAVOURING OWN SERVICES, SOURCES SAY GOOGLE'S EFFORTS TO COMPLY WITH LANDMARK EU RULES STILL NOT ENOUGH, SOURCES SAY $GOOGL

$GOOGL - ALPHABET'S GOOGLE FACES EU FINE NEXT YEAR FOR FAVOURING OWN SERVICES, SOURCES SAY GOOGLE'S EFFORTS TO COMPLY WITH LANDMARK EU RULES STILL NOT ENOUGH, SOURCES SAY

$NVDA - *RIVIAN AI PLATFORM 4 TIMES PEFORMANCE OF PRIOR NVIDIA SYSTEM *RIVIAN SYSTEM CAN DO HANDS-FREE, POINT-TO-POINT DRIVING

$NVDA - RIVIAN DEVELOPS AI CHIP TO REPLACE NVIDIA IN FUTURE VEHICLES RIVIAN TO LATER ADD LIDAR SENSORS TO FUTURE R2 VEHICLES

Disney CEO Bob Iger live on CNBC rn $DIS

ORACLE SHARES TUMBLE 16%, ERASING $102 BILLION IN MARKET VALUE $ORCL

$ORCL - ORACLE SHARES DOWN 16%, ERASING $102 BILLION IN MARKET VALUE

DISNEY SENDS CEASE-AND-DESIST LETTER TO GOOGLE - CNBC $DIS $GOOGL

PINTEREST TO ACQUIRE TVSCIENTIFIC TO EXPAND PERFORMANCE ADVERTISING INTO CONNECTED TV; TERMS UNDISCLOSED WITH NO MATERIAL FINANCIAL IMPACT EXPECTED $PINS

$ORCL - ORACLE 5-YEAR CDS SURGE TO 139 BPS, UP NEARLY 12 BPS FROM LAST CLOSE, S&P GLOBAL MARKET INTELLIGENCE DATA SHOWS

DISNEY AND OPENAI INK LANDMARK DEAL TO BRING DISNEY CHARACTERS TO SORA; COMPANIES PLEDGE RESPONSIBLE AI USE AS DISNEY INVESTS $1B IN OPENAI AND SECURES WARRANTS FOR ADDITIONAL EQUITY $DIS

LOCKHEED MARTIN CORP: LOCKHEED MARTIN AND MICROSOFT COLLABORATE ON NEXT-GEN C-UAS TECHNOLOGIES $LMT $MSFT

INTEL EXEC SAYS CO IS HOPING TO GET NVIDIA INVESTMENT DONE EITHER LATER THIS YEAR OR EARLY NEXT YEAR $INTC $NVDA

BRUSSELS RAIDS TEMU IN FOREIGN SUBSIDY INVESTIGATION- FT $PDD

GOOGLE: ANNOUNCES PALO ALTO NETWORKS AS THE LATEST ADDITION TO THE GOOGLE UNIFIED SECURITY RECOMMENDED PROGRAM-BLOG $GOOGL $PANW

LA KINGS ANNOUNCE A MULTI-YEAR PARTNERSHIP WITH TWILIO $TWLO

$GOOGL - GOOGLE FACES EU FINE OVER GOOGLE PLAY VIOLATIONS Sources say Google is set to face an EU fine for breaches of EU rules on Google Play. Recent changes intended to let app developers direct users to other payment channels and choose their fee model reportedly fall short.

Google Set To Face EU Fine Over Google Play Rule Breaches In Q1 2026 As Recent App Store Changes Fall Short, Sources Say $GOOGL

$GOOGL - GOOGLE SET TO BE HIT WITH EU FINE OVER GOOGLE PLAY BREACHES OF EU RULES, SOURCES SAY

$TSLA - BEZOS AND MUSK RACE TO BRING DATA CENTERS TO SPACE Elon Musk and Jeff Bezos are racing to extend the trillion-dollar data-center market into orbit. Blue Origin has spent over a year developing technology for orbital AI data centers, while SpaceX plans to use upgraded

$AAPL - APPLE CEO TIM COOK SEEN AT THE US CAPITOL

TRUMP: HOMELAND SECURITY INKS CONTRACT TO CREATE ITS OWN FLEET OF BOEING 737S FOR DEPORTATIONS $BA

ByteDance, Alibaba Seek Nvidia H200 Orders After Trump Clears Exports to China, Sources Say $BABA $NVDA

BOEING AND UNITED AIRLINES TEST ADVANCED DIGITAL COMMUNICATIONS FOR THE FUTURE OF FLIGHT $BA $UAL

$NVDA - NVIDIA: SMUGGLING SEEMS FARFETCHED NVIDIA: HAVEN'T RECEIVED TIPS OF 'PHANTOM DATACENTERS

$AMZN - TD COWEN NAMES AMAZON TOP MEGA-CAP INTERNET PICK TD Cowen reaffirmed its Buy rating and $300 target for Amazon, calling it its top large-cap pick for 2026. The firm cites three drivers: accelerating AWS revenue as AI and core workloads grow, continued momentum in

MASTERCARD BOARD OF DIRECTORS ANNOUNCES QUARTERLY DIVIDEND AND $14 BILLION SHARE REPURCHASE PROGRAM $MA

Cracker Barrel Q1 Misses Across The Board With Revenue $797.2M Vs $853.8M Est And Adjusted EPS -$0.74 Vs $0.47 Est, Guides FY26 Revenue $3.2B–$3.3B $CBRL

GE Vernova Lifts Multi-Year Outlook, Boosts Dividend And Expands Buyback To $10B; Targets $52B Revenue And 20% EBITDA Margin By 2028, Reaffirms 2025 Guidance And Sets 2026 Revenue At $41B–$42B With FCF Of $4.5B–$5.0B $GEV

GameStop Posts $77.1M Q3 Profit On $821M Revenue As Bitcoin Holdings Reach $519.4M $GME

SpaceX said to pursue 2026 IPO, raising far above $30 billion $SATS $GSAT

NVIDIA AI CHIPS TO UNDERGO U.S. SECURITY REVIEW BEFORE EXPORT TO CHINA -WSJ $NVDA

$NVDA - NVIDIA AI CHIPS TO FACE U.S. SECURITY REVIEW BEFORE CHINA EXPORTS Nvidia’s H200 AI chips will undergo a special U.S. security review before being exported to China, highlighting national-security concerns and political pressure. Made in Taiwan, the chips will pass

$NVDA - *NVIDIA CHIPS TO HAVE US SECURITY REVIEW BEFORE CHINA EXPORT: WSJ *NVIDIA'S H200 CHIPS IN DEAL WOULD BE MAINLY MADE IN TAIWAN: WSJ

FDA PROBES IF COVID SHOTS MIGHT BE LINKED TO DEATHS OF ADULTS- BLOOMBERG $MRNA $PFE $NVAX

JPMORGAN'S LAKE EXPECTS IB REVENUE TO BE UP LOW-SINGLE DIGIT PERCENTAGES IN 4Q $JPM

SHELL IN ADVANCED TALKS TO BUY LLOG EXPLORATION OFFSHORE FOR MORE THAN $3 BILLION, SOURCES SAY $SHEL

AMAZON PUSHES FOR SAFE AND EXPANDED DRONE DELIVERY WITH ENHANCED STANDARDS IN FAA'S PROPOSED REGULATIONS $AMZN

$TSLA - TESLA CLOSE TO UNSUPERVISED FSD, ANALYST SAYS Piper Sandler says Tesla may be nearing unsupervised Full Self-Driving, citing major performance gains from the FSD Community Tracker. After version 14.1.x, “miles to critical disengagement” jumped from 441 to over 9,200—its

Boeing Reports 126 Net New Orders In November After 164 Gross Orders And 38 Cancellations As Jet Deliveries Fall To 44 Vs 53 In October $BA

GOOGLE CLOUD: CDAO SELECTED GOOGLE CLOUD'S GEMINI FOR GOVERNMENT TO SERVE AS FIRST ENTERPRISE AI DEPLOYED ON U.S. DEPARTMENT OF WAR'S GENAI. $GOOGL

T-Mobile CEO Says T-Life App Surpasses 90M Downloads, Sees Strong Demand From New And Upgrading Customers, Notes Black Friday Competition In Line With Historical Levels $TMUS

SPOTIFY EXPANDS MUSIC VIDEOS IN BETA TO PREMIUM USERS IN US & CANADA $SPOT

Wolfpack short $SES

$NVDA - NVIDIA SHARES DOWN 0.8% AFTER FT REPORTS CHINA TO LIMIT ACCESS TO H200 CHIPS DESPITE TRUMP EXPORT APPROVAL

$TSLA - PIPER SANDLER: TESLA NEAR UNSUPERVISED FSD Piper Sandler analyst Alexander Potter reaffirmed an Overweight rating and $500 price target on Tesla (TSLA). He noted Tesla is close to unsupervised full self-driving (FSD), citing the FSD Community Tracker, which showed a >20x

$NVDA - CHINA TO RESTRICT ACCESS TO NVIDIA H200 CHIPS DESPITE TRUMP EXPORT APPROVAL China plans to limit access to Nvidia’s H200 AI chips even after former President Trump approved their export. Regulators are considering a restricted approval process, requiring buyers to

$AAPL - UBS REITERATES NEUTRAL RATING ON APPLE UBS analyst David Vogt maintained a Neutral rating and $280 price target on Apple. He noted that App Store revenue grew about 6% in November, after 7% and 9% growth in September and October (Sensor Tower data). Adjusted for

*CFTC STARTS PILOT TO ALLOW BITCOIN AS DERIVATIVE COLLATERAL *CFTC PILOT WILL ALSO ALLOW ETHER, CIRCLE'S USDC $BTC $ETH

AT&T Reiterates Full-Year 2025 And Multi-Year Financial Guidance, Expects Lumen And EchoStar Deals To Close In Early 2026, Targets Over 60M Fiber Locations By 2030, Sees Q4 Gains In Fiber And Mobility Bundled Subscribers $T

Trump Says U.S. Will Allow Nvidia To Ship H200 Chips To Approved Customers In China And Other Countries, Xi Responded Positively, 25% To Be Paid To U.S., Commerce Finalizing Details, Same Policy To Apply To AMD And Intel $NVDA $INTC $AMD

PEPSICO TO CUT COSTS, LOWER FOOD PRICES IN DEAL WITH ACTIVIST- WSJ $PEP

JIMMY KIMMEL EXTENDS DEAL WITH DISNEY’S ABC FOR AT LEAST A YEAR - BLOOMBERG $DIS

TRUMP: FARMING EQUIPMENT HAS GOTTEN TOO EXPENSIVE $DE $CAT

TERNS PHARMACEUTICALS INC - SAFETY PROFILE MAINTAINED WITH LONGER TREATMENT DURATION $TERN

GOOGLE: FIRST AI GLASSES WILL ARRIVE NEXT YEAR $GOOGL

$GOOGL - GOOGLE: FIRST AI GLASSES WILL ARRIVE NEXT YEAR

$NVDA - NVIDIA SHARES RISE 2.2% AFTER REPORT U.S. COMMERCE TO OPEN UP EXPORTS OF CO'S H200 CHIPS TO CHINA

$NVDA - US TO ALLOW NVIDIA H200 CHIP EXPORTS TO CHINA The U.S. Department of Commerce will soon permit exports of NVIDIA’s H200 GPUs to China. These chips are about 18 months behind the company’s most advanced models, according to sources cited by Semafor.

U.S. COMMERCE TO OPEN UP EXPORTS OF NVIDIA H200 CHIPS TO CHINA -SEMAFOR $NVDA

$NVDA - *US TO ALLOW NVIDIA H200 CHIP EXPORTS TO CHINA: SEMAFOR

$GOOGL - GOOGLE TELLS ADVERTISERS IT'LL BRING ADS TO GEMINI IN 2026 - ADWEEK THE REPORT CITED AGENCY BUYERS FAMILIAR WITH THE CONVERSATIONS.

LOGICBROKER: ANNOUNCES STRATEGIC PARTNERSHIP WITH PAYPAL $PYPL

$AAPL - APPLE CHIP CHIEF TELLS STAFF HE’S NOT LEAVING ‘ANYTIME SOON’

$NVDA - SOFTBANK, NVIDIA LOOKING TO INVEST IN SKILD AI AT $14 BILLION VALUATION, SOURCES SAY SKILD AI COULD RAISE OVER $1 BILLION IN THE ROUND, SOURCES SAY EXCLUSIVE

$NFLX - NETFLIX SHARES EXTEND DECLINES, LAST DOWN 3.2%

$TSLA - TESLA SHARES DOWN 1.6% AFTER MORGAN STANLEY CUTS TO EQUAL-WEIGHT FROM OVERWEIGHT

$MSTR - STRATEGY BUYS NEARLY $1B IN BITCOIN, BOOSTING STOCK OUTLOOK Strategy, the largest corporate Bitcoin holder, bought 10,624 tokens last week for $962.7 million at an average price of $90,615, raising its total holdings above $60.6 billion. Shares rose 1.9% in premarket

PARAMOUNT SKYDANCE LAUNCHES $30/SHARE CASH HOSTILE BID FOR WARNER BROS. DISCOVERY $PSKY $WBD

$MSTR - BERNSTEIN CUTS MICROSTRATEGY TARGET, KEEPS OUTPERFORM Bernstein maintained its Outperform rating on MicroStrategy but lowered its price target to $450 from $600.

$AAPL - APPLE TARGET RAISED AS EVERCORE SEES AI CATALYST Evercore ISI raised Apple’s price target to $325 from $300, saying the company’s upcoming AI strategy—centered on a major Siri 2.0 relaunch in early 2026—could be a significant catalyst for growth. Analyst Amit Daryanani

$AAPL - APPLE PT RAISED TO $350 AT WEDBUSH Wedbush analyst Daniel Ives raised Apple’s price target to $350 from $320 and reiterated an Outperform rating. He expects 2026 to be the year Apple fully enters the AI market, supported by strong iPhone 17 sales heading into year-end,

$MSTR - STRATEGY BUYS 10,624 MORE BITCOINS Strategy Inc. announced on December 8, 2025, that it purchased 10,624 bitcoin for $962.7 million between December 1–7 at an average price of $90,615. The purchases were funded through the company’s at-the-market (ATM) share sales.

BREAKING: S&P 500 TO ADD CRH $CRH, CARVANA $CVNA, AND COMFORT SYSTEMS $FIX WHILE REMOVING LKQ $LKQ, SOLSTICE ADVANCED MATERIALS $SOLS, AND MOHAWK INDUSTRIES $MHK EFFECTIVE DECEMBER 22, 2025

US HOUSE OF REPRESENTATIVES COMMITTEE ON HOMELAND SECURITY SENDS LETTER TO APPLE $AAP

$SATS on watch

US SENATOR ELIZABETH WARREN CALLS PROPOSED NETFLIX/WARNER BROS DEAL AN 'ANTI MONOPOLY NIGHTMARE' THAT WILL RAISE CONSUMER COSTS, LIMIT CHOICE $NFLX

U.S. FCC CHAIRMAN DENOUNCES EU FINE OF MUSK'S X, SAYS EUROPE IS TAXING AMERICANS

US EXPORTERS SELL 462,000 TONS OF SOYBEANS TO CHINA

$GOOGL - ALPHABET PRICE TARGET RAISED TO $350 AT TRUIST Truist Securities analyst Youssef Squali raised his price target on Alphabet (NASDAQ: GOOGL) to $350 from $320, while keeping a Buy rating. Key reasons: 🔸 Expecting record U.S. e-commerce and digital ad spending this

HASSETT: BACK BESSENT'S VIEW ON FED RESERVE BANK PRESIDENTS

HASSETT: NOT DISCUSSED FED PRESIDENTS ISSUE WITH TRUMP

HASSETT: WOULD BE DISAPPOINTED WITH 3% GROWTH FOR Q1 AND Q2

HASSETT: MASSIVE MOMENTUM INTO NEXT YEAR AS FACTORIES OPEN

MORGAN STANLEY: LOOKING MORE LIKE A DECEMBER RATE CUT Morgan Stanley now expects a 25bp rate cut at the December Fed meeting, citing the Fed’s recent communication and market pricing. The bank says there will likely be dissenting votes, and Chair Powell may pair the cut with

HASSETT: THE AI ECONOMY IS MOVING FASTER THAN THE 1990S DOT-COM ECONOMY

META STRIKES MULTIPLE AI DEALS WITH NEWS PUBLISHERS-AXIOS META SAID IT HAS STRUCK SEVERAL COMMERCIAL AI DATA AGREEMENTS WITH NEWS PUBLISHERS RANGING FROM USA TODAY, PEOPLE INC., CNN, FOX NEWS, THE DAILY CALLER, WASHINGTON EXAMINER AND LE MONDE-AXIOS

NETFLIX SHARES DOWN 1% PREMARKET AFTER CO AGREES TO $82.7 BILLION DEAL FOR WARNER BROS ASSETS

RUSSIA WILL CONTINUE ITS ACTIONS IN UKRAINE IF KYIV REFUSES TO SETTLE THE CONFLICT - KREMLIN

US WANTS EUROPE TO ASSUME MOST NATO DEFENSE CAPABILITIES BY 2027, PENTAGON OFFICIALS TELL DIPLOMATS, ACCORDING TO SOURCES

U.S. Vice President JD Vance blasted the European Commission on X, claiming it plans to fine the platform hundreds of millions of dollars. He argued the EU should support free speech rather than “attack American companies over garbage.” Reports say the EU is preparing a penalty

Apple $AAPL Announces Executive Transitions As Jennifer Newstead Joins From Meta $META And Prepares To Become General Counsel In March 2026 While Kate Adams And Lisa Jackson Plan To Retire • Jennifer Newstead will join Apple as Senior Vice President and become General Counsel

SMITH & WESSON BRANDS INC - EXPECT Q3 SALES WILL BE 8-10% OVER Q3 2025 WITH NO SIGNIFICANT IMPACT FROM CHANNEL INVENTORY $SWBI

FDA Lifts Partial Clinical Hold On Tradipitant For Motion Sickness; NDA Review Still On Track For Dec. 30 PDUFA As Vanda Plans Expanded Clinical Studies $VNDA

SALESFORCE’S AGENTFORCE LIFE SCIENCES SELECTED BY ASTRAZENECA AS ITS UNIFIED GLOBAL PLATFORM TO HELP TRANSFORM CUSTOMER ENGAGEMENT $CRM $AZN

*HASSETT: THINK WE'RE LIKELY TO SEE CUT AT NEXT FED MEETING

US SENATORS PROPOSE BILL BLOCKING NVIDIA CHIP SALES TO CHINA FOR 30 MONTHS: FT $NVDA

$NVDA - *US SENATORS PROPOSE BILL BLOCKING NVIDIA CHIP SALES TO CHINA FOR 30 MONTHS: FT *BILL TARGETS NVIDIA'S H200 AND BLACKWELL CHIPS, CRUCIAL FOR AI DEVELOPMENT: FT

GOOGLE: ROLLING OUT GEMINI 3 DEEP THINK MODE TO GOOGLE AI ULTRA SUBSCRIBERS IN THE GEMINI APP $GOOGL

U.S.-VENEZUELA MILITARY TENSIONS EXPECTED TO LIFT OIL PRICES Rystad Energy’s Jorge Leon says rising U.S.-Venezuela military tensions are likely to push oil prices higher, especially as China and India rely heavily on Venezuelan crude. He expects continued volatility, with

*US PLANS MORE STAKES IN MINERALS COMPANIES, TRUMP OFFICIAL SAYS

AWS INTRODUCES GRAVITON5—THE COMPANY’S MOST POWERFUL AND EFFICIENT CPU $AMZN

PEPSICO NEARS SETTLEMENT WITH ACTIVIST INVESTOR ELLIOTT- WSJ $PEP

TRUMP REPEATS THAT THE US WILL BE PAYING DOWN DEBT WITH TARIFF REVENUE

TRUMP: SIGNING CRITICAL MINERAL ACCORDS WITH CONGO, RWANDA

Target Pilots New Overnight Delivery Model As Retailer Shifts Ship-To-Home Orders Away From Busy Stores And Expands Gig-Worker Fulfillment To Speed Up Deliveries $TGT

CNBC TO INCORPORATE KALSHI PREDICTION MARKETS ACROSS TV, DIGITAL, AND SUBSCRIPTION PROPERTIES - STATEMENT

$TGT on watch

CNBC AND KALSHI STRIKE EXCLUSIVE PARTNERSHIP: CNBC

TRUMP ADMINISTRATION CUTS WORK-PERMIT VALIDITY FOR ASYLUM SEEKERS The Trump administration has reduced work-permit validity for asylum seekers and other humanitarian immigrants from five years to 18 months. USCIS Director Joe Edlow said the change will allow more frequent

AMD CEO SAYS COMPANY WILL PAY 15% TAX ON MI308 CHIP EXPORTS TO CHINA

US AGENCY PROBING MORE INCIDENTS INVOLVING WAYMO SELF-DRIVING VEHICLES IMPROPERLY PASSING STOPPED SCHOOL BUSES IN TEXAS

TRUMP TO TALK TRADE WITH MEXICO AND CANADA IN DC ON FRIDAY -CBS REPORTER

CHINA GIVES MOST FORCEFUL SIGNAL SINCE 2022 TO SLOW YUAN GAINS

RUSSIA BLOCKS SNAPCHAT - RIA

MAGNITUDE 5.9 EARTHQUAKE STRIKES DAYTON, NEVADA REGION

CFTC: Spot Crypto Can Now Trade on CFTC-Registered Exchanges

$META - MIZUHO SEES STRONG RALLY AHEAD FOR META SHARES Mizuho analyst Lloyd Walmsley reaffirmed an Outperform rating and $815 price target on Meta. He expects a significant rally after news the company plans to cut up to 30% of Metaverse spending, potentially adding ~$2/share to

RTX'S RAYTHEON ANNOUNCES STRATEGIC COLLABORATION WITH AWS TO IMPROVE SERVICES FOR SPACE CUSTOMERS $RTX $AMZN

*US SEPT. FACTORY ORDERS RISE 0.2% M/M; PREV. 1.4% *US FINAL SEPT. DURABLE GOODS RISE 0.5% M/M; PREV. 2.9%

PUTIN TO INDIA TODAY: OVER 90% OF INDIA, RUSSIA TRANSACTIONS ARE CONDUCTED IN NATIONAL CURRENCIES

PUTIN TO INDIA TODAY: "CERTAIN ACTORS" DISLIKE INDIA'S GROWING ROLE IN INTERNATIONAL MARKETS OWING TO ITS TIES WITH RUSSIA

$MSTR - AS BITCOIN WOBBLES, ALL EYES ON STRATEGY MicroStrategy, the largest public holder of Bitcoin, could influence the cryptocurrency’s price if it sells some of its holdings. JPMorgan says the company can avoid forced sales by keeping its enterprise value-to-Bitcoin holdings

MEXICAN PRESIDENT SHEINBAUM SAYS WILL TRAVEL TO WASHINGTON ON THURSDAY TO MEET WITH PRESIDENT DONALD TRUMP AND PRIME MINISTER OF CANADA

META PLATFORMS SHARES HIT OVER A MONTH-HIGH AFTER REPORT CO DISCUSSING BUDGET CUTS AS HIGH AS 30% TO BUILD METAVERSE, LAST UP 5% $META

NETFLIX IS IN THE LEAD IN THE BIDDING FOR WARNER BROTHERS DISCOVERY - CNBC

META PLATFORMS SHARES EXTEND GAINS, LAST UP 6.8% PREMARKET

KLARNA LAUNCHES NEW U.S. MEMBERSHIP PLANS Klarna introduced two U.S. membership tiers—Premium and Max—offering lounge access and perks with no spending requirements, as Americans carry $1.23 trillion in credit card debt. The Premium plan costs $19.99/month for about $3,000 in

META SHARES JUMP 4% PREMARKET

*META’S ZUCKERBERG PLANS UP TO 30% CUTS FOR METAVERSE EFFORTS

REUTERS POLL: FED EXPECTED TO CUT RATES A Reuters poll shows most economists expect the U.S. Federal Reserve to cut the fed funds rate by 25 bps to 3.50%–3.75% on December 10 (89 of 108 respondents). Half of economists surveyed (50 of 100) also predict the rate will fall

INVESTORS SHOULD BE PREPARED FOR VOLATILITY Royal London Asset Management CIO Will Nicoll warns that markets are likely to face increased volatility driven by geopolitical tensions, economic uncertainty, and shifting sentiment around AI. He says investor mood may swing from

*US INITIAL JOBLESS CLAIMS FALL TO 191K, LOWEST SINCE SEPT. 2021

*US JOBLESS CLAIMS 191K IN NOV. 29 WEEK; PREV. 216K *US CONTINUING CLAIMS 1.939M IN NOV. 22 WEEK; PREV. 1.960M

US JOBLESS CLAIMS FELL TO 191,000 NOV 29 WEEK (CONSENSUS 220,000) FROM 218,000 PRIOR WEEK (PREVIOUS 216,000)

U.S. AUTHORITIES HAVE PERSON SUSPECTED OF PLANTING PIPE BOMBS IN WASHINGTON, DC, AHEAD OF JANUARY 6, 2021, IN CUSTODY -SOURCE

AMAZON EXPLORES CUTTING TIES WITH USPS, BUILDING ITS OWN DELIVERY NETWORK - WAPO

Redfin: Even Though Mortgage Rates Have Come Down From Peak, Housing Costs Are Still Too High for Many Would-Be Buyers

$TSLA $NVDA - NVIDIA CEO: I AM SUPER EXCITED ABOUT THE ROBOTS ELON MUSK IS WORKING ON

PRESIDENT’S SCHEDULE – THU, DEC 4, 2025 🔸 9:00 AM In-Town Pool Call (White House) 🔸 11:00 AM Greets President of Rwanda (Oval – Closed Press) 🔸 11:10 AM Greets President of DR Congo (Oval – Closed Press) 🔸 11:20 AM Trilateral greeting (Rwanda + DR Congo) (Oval – Closed

NOW IS THE TIME TO BUY THE DIP IN CRYPTO, WOLFE SAYS Wolfe Research says the crypto market is split between bulls and bears, creating a potential buying opportunity. The firm still expects Bitcoin to bottom near $75,000, even after its rebound above $90,000, though it notes weak

Macron said to warn that US could betray Ukraine French President Emmanuel Macron warned the leaders of Ukraine, the European Union, and the North Atlantic Treaty Organization (NATO) that the United States could "betray" the war-hit country, Spiegel reported on Thursday.

USTR JAMIESON GREER TELLS POLITICO TRUMP COULD DECIDE NEXT YEAR TO WITHDRAW FROM THE USMCA

*SAM ALTMAN EXPLORED DEAL TO BUILD COMPETITOR TO SPACEX: WSJ

UK NOVEMBER AUTO DATA: Tesla New Car Sales Fall 19.2% YoY To 3,784 Units As Overall Market Declines 6.3% To 146,780 Units $TSLA

ALASKA AIR GROUP $ALK JUST REPORTED GUIDANCE | Q4 2025 $ALK • Adjusted EPS: ~$0.10 expected for Q4 • Flight Operations: FAA-mandated reductions during the government shutdown led to ~600 cancellations across the airline • RASM: Q4 revenue per available seat mile expected up

AUTOMAKERS TO SAVE MORE THAN $35 BILLION THROUGH 2031 UNDER REVISED FUEL ECONOMY RULES -- USDOT

RUMP: PUTIN WANTS TO END THE WAR

TRUMP: TERMINATING BIDEN-ERA AUTO STANDARDS

2025 HOLIDAY SPENDING TO TOP $250 BILLION Holiday spending in 2025 is expected to hit a record $253.4 billion, according to Adobe. Nearly $140 billion has already been spent in November alone. “Buy now, pay later” is driving more purchases, while AI-powered traffic to retail

APPLE TOP DESIGN EXECUTIVE ALAN DYE IS LEAVING FOR META

*APPLE TOP DESIGN EXECUTIVE ALAN DYE IS LEAVING FOR META $AAPL $META

TRUMP PROPOSES TO DRASTICALLY SLASH FUEL ECONOMY REQUIREMENTS THROUGH 2031 -DOCUMENT

RUSSIAN ENVOY: VENEZUELA READY TO REPEL ATTACKS Russian Ambassador to Venezuela Sergey Melik-Bagdasarov said Wednesday that Venezuela is prepared to "fully repel any attacks" amid rising tensions with the United States. The envoy emphasized that Venezuelans do not want

TRUMP MET WITH NVIDIA'S JENSEN HUANG TODAY ABOUT EXPORT CONTROLS - CBS REPORTER ON X $NVDA

HUANG: I DON'T KNOW IF CHINA WOULD ACCEPT H200 CHIPS

*HUANG: WE SUPPORT EXPORT CONTROLS *HUANG: WE CAN'T DEGRADE CHIPS THAT WE SELL TO CHINA

*NVIDIA'S HUANG: JUST MET WITH PRESIDENT TRUMP *HUANG: DICUSSED EXPORT CONTROLS GENERALLY IN TRUMP MEETING

U.S., RUSSIA HAD THOROUGH, PRODUCTIVE MEETING -WHITE HOUSE OFFICIAL

$NVDA - Rogan raises concerns about quantum computers breaking encryption. Huang says post-quantum encryption is already being developed, and society always adapts to new threats.

$NVDA - HUANG: ENERGY BECOMES AI’S NEXT GLOBAL BOTTLENECK AI’s growth strains electricity supply; Huang predicts widespread use of small nuclear reactors to power AI systems within the decade.

BOND INVESTORS WARN TREASURY OVER HASSETT AS FED CHAIR Bond investors have told the US Treasury they are worried that Kevin Hassett, if appointed Federal Reserve chair in 2026, would cut interest rates too aggressively to please President Trump. During November consultations

🚨 SOME BOND MARKET PARTICIPANTS WORRIED KEVIN HASSETT WOULD CUT INTEREST RATES AGGRESSIVELY TO PLEASE PRESIDENT DONALD TRUMP - FT

🚨 BOND INVESTORS WARNED US TREASURY OVER PICKING KEVIN HASSETT AS FED CHAIR - FT

OCTOBER HOME-PURCHASE CANCELLATIONS RISE About 53,000 U.S. home-purchase agreements fell through in October — 15.1% of all contracts, up from 14.3% a year earlier, according to Redfin. High housing costs, economic uncertainty, and a buyer-friendly market are driving the

SALESFORCE AND AWS DEEPEN COLLABORATION TO LAUNCH AGENTFORCE 360 FOR AWS, DRIVING FASTER, SAFER AI SUCCESS FOR ENTERPRISES AGENTFORCE 360 FOR AWS WILL BE AVAILABLE IN AWS MARKETPLACE IN EARLY 2026 $CRM $AMZN

BESSENT SAYS WHITE HOUSE MAY 'VETO' FEDERAL RESERVE PRESIDENTS: ABC Bessent said he will push for Federal Reserve regional bank presidents to have lived in their districts for at least three years before taking office — a change that would give the White House more influence

BURRY WARNS AI BUBBLE MAY UNRAVEL SOON Michael Burry says the AI boom could burst within two years, echoing the dot-com era when stocks peaked long before tech spending did. On Michael Lewis’s podcast, he argued that many hyped AI companies — including Palantir — are mostly

CHARLES SCHWAB CEO SAYS FEEL CONFIDENT BITCOIN AND ETHEREUM WILL BE THE TWO CRYPTOCURRENCIES IT CAN OFFER TO MARKET IN FIRST HALF OF 2026

CHARLES SCHWAB CEO SAYS CLIENTS ARE ASKING US HOW TO PROTECT THEIR WEALTH AFTER MARKET GAINS

SPIRIT AEROSYSTEMS SHARES UP 2.3% AFTER US FTC SAYS BOEING MUST DIVEST CO'S ASSETS TO PROCEED WITH MERGER $SPR $BA

WHITE HOUSE TO ANNOUNCE SHARP REDUCTIONS IN FUEL ECONOMY REQUIREMENTS, OFFICIALS, AUTOMAKERS SAY

TREASURY'S LAVORGNA: IT APPEARS WE MOVED CLOSE TO 4% GDP GROWTH IN Q3

NVIDIA'S HUANG: CAPITOL HILL VISIT TO ANSWER QUESTIONS ABOUT AI

TREASURY'S LAVORGNA: WE WON'T NEED A 50-YEAR MORTGAGE IF THE FED WAS LOWERING RATES

TREASURY'S LAVORGNA: DON'T KNOW THAT 50-YEAR MORTGAGE PROPOSAL IS OFFICIALLY OFF THE TABLE

AI SPENDING BOOSTS U.S. GROWTH BlackRock’s Wei Li says AI-related capital spending contributed three times its usual share to U.S. growth in 2025 and is expected to keep driving growth in 2026. BlackRock remains optimistic on AI, viewing it as a key accelerator for the economy.

AMD CEO SAYS COMMODITIES LIKE MEMORY HAVE BECOME TIGHTER - UBS CONF

*CNBC CITES EMAILED STATEMENT FROM MICROSOFT ON SALES QUOTAS *MICROSOFT HAS NOT LOWERED SALES QUOTAS FOR SALESPEOPLE: CNBC

U.S. IMPOSES FRESH VENEZUELA-RELATED SANCTIONS -TREASURY DEPT WEBSITE

$MSFT - MICROSOFT HASN'T LOWERED SALES TARGETS - CNBC

TRUMP: I AM HEREBY ANNOUNCING MY FULL AND UNCONDITIONAL PARDON OF BELOVED TEXAS CONGRESSMAN HENRY CUELLAR, AND IMELDA

LUTNICK SAYS WE HAVE TO TRAIN 5M AMERICANS FOR CHIPS JOBS

TRUMP TO RESET BIDEN FUEL RULES, PROMISES $109B IN SAVINGS President Trump will unveil a “historic reset” of federal fuel standards set under the Biden administration, aiming to save American families $109 billion, according to the White House. Automakers welcome the move: Ford

*LUTNICK: WE'RE GOING TO WIN SUPREME COURT CASE ON TARIFFS

LUTNICK: EUROPEAN ECONOMIES ARE ATTACKING AI DEVELOPMENT WITH RULES

LUTNICK: PRICES DON'T MOVE UNLESS TARIFFS ARE ABOVE 15%

LUTNICK SEES GDP OVER 4% IN 2026

*US NOV. ISM SERVICES PRICES PAID INDEX FALLS TO 7-MONTH LOW

*US NOV. ISM SERVICES PMI AT 52.6 VS 52.4; EST. 52.1

BESSENT: TRUMP ACCOUNTS ARE AIMED AT MAKING YOUNG PEOPLE SHAREHOLDERS

TRUIST: BULL MARKET STILL STRONG Truist’s Keith Lerner says the U.S. bull market remains intact, with neither the economic expansion nor equity rally near its end. He expects 2.3% GDP growth in 2026, supported by Fed cuts, tax relief, and AI-driven spending. Corporate earnings

*US S&P NOV. COMPOSITE PMI AT 54.2 VS 54.8 PRIOR *US S&P NOV. SERVICES PMI AT 54.1 VS 55.0 PRIOR

NETFLIX SHARES DOWN 4.7%

BESSENT: CHINA IS REACHING 'CORRECT CADENCE' TO COMPLETE ITS PROMISED U.S. SOYBEAN PURCHASES

BESSENT: I AM VERY OPTIMISTIC ABOUT ECONOMY NEXT YEAR, CAPEX IS UP

BESSENT: CERTAIN SECTORS OF THE ECONOMY HAVE WEAKENED, NEED INTEREST RATE CUTS

BESSENT: NO ONE UNDERSTANDS FED'S BALANCE SHEET FUNCTION

BESSENT: WE CAN RECREATE EXACT TARIFF STRUCTURE WITH OTHER AUTHORITIES IF SCOTUS STRIKES DOWN IEEPA TARIFFS

BESSENT: I AM OPTIMISTIC ON SUPREME COURT TARIFF DECISION

BESSENT: SUPREME COURT NEEDS TO BE PRUDENT ABOUT UNDOING TRUMP'S IEEPA TARIFFS

BESSENT: CHINA HAS CONSISTENTLY CUT PRICES FOR EXPORTS

BESSENT: TARIFFS HAVE NOT SET OFF AN INFLATIONARY MINDSET

BESSENT: TRUMP RIGHT ON TARIFFS; HE HAS HIGHER RISK TOLERANCE

BESSENT: GREER HAS DONE GREAT JOB LIFTING NON-TARIFF BARRIERS

BESSENT SAYS TRUMP HAS NORMALIZED THE IDEA OF A 15-20% TARIFF -NEW YORK TIMES DEALBOOK SUMMIT

U.S. STOCK INDEX FUTURES TURN NEGATIVE S&P 500 E-MINI FUTURES DOWN 0.14% NASDAQ 100 FUTURES DOWN 0.47% DOW FUTURES DOWN 0.1%

BITCOIN REBOUNDS AS CRYPTO MARKETS GAINS MOMENTUM Bitcoin surged over 6% Wednesday to around $92,900, recovering from a recent drop below $85,000. It remains about 26% below its October peak of $126,000. Ethereum (+9%), Solana (+9.6%), and XRP (+6.6%) also posted strong gains.

MICROSOFT SHARES FALL 1.9% PREMARKET AFTER THE INFORMATION REPORTS CO LOWERING AI SOFTWARE SALES QUOTAS

$MSFT - MICROSOFT LOWERS AI SOFTWARE SALES QUOTAS: INFORMATION

$MSFT - Microsoft Lowers Ai Software Sales Quotas as Customers Resist Newer Products

US MULLS ALLOWING MADURO TO RELOCATE TO QATAR: NY POST

*DELTA AIR LINES SEES $200M PROFIT HIT, CITING GOVT SHUTDOWN

USHAKOV: AMERICANS HAVE CONFIRMED THEIR WILLINGNESS TO TAKE INTO ACCOUNT OUR CONSIDERATIONS, KEY PROPOSALS KREMLIN AIDE USHAKOV ON TALKS WITH TRUMP REPRESENTATIVES: CONVERSATION WAS VERY POSITIVE

*TIKTOK ANNOUNCES BRL200B INVESTMENT IN BRAZIL DATA CENTER

$TSLA - TESLA RISES AS TRUMP ADMINISTRATION SIGNALS ROBOTICS PUSH Tesla shares gained 1% after reports that the Trump administration plans to accelerate U.S. robotics development. Politico says Commerce Secretary Howard Lutnick has been meeting with robotics CEOs and may back an

$MSTR - STRATEGY STOCK GAINS AS CEO PLAYS DOWN MSCI RISK Strategy shares rose 3% after Chairman Michael Saylor downplayed concerns about a possible MSCI index removal, saying it “won’t make any difference.” MSCI will decide by Jan. 15 whether to exclude firms that primarily buy

*ADP US NOV. PRIVATE EMPLOYMENT FALLS 32,000; EST. +10K

U.S. NATURAL GAS FUTURES RISE MORE THAN 3%

TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Politico reports that after its AI push, the Trump administration is now turning attention to robotics. Commerce Secretary Howard Lutnick has been meeting with robotics CEOs and is “all in” on accelerating the sector’s development,

KREMLIN SAYS PUTIN TO MEET INDIA'S MODI DEC. 4: IFX

TRUMP ADMIN CONSIDERING ORDER ON ROBOTICS NEXT YEAR: POLITICO

$MSTR - MIZUHO REITERATES OUTPERFORM ON MSTR Mizuho’s Dan Dolev reaffirmed an Outperform rating and $484 price target on MicroStrategy after hosting a Q&A with CFO Andrew Kang. Key points: MSTR raised $1.44B to strengthen its USD reserves and secure 21 months of preferred

$MSTR - MICROSTRATEGY IN TALKS WITH MSCI OVER POSSIBLE INDEX REMOVAL MicroStrategy’s chairman Michael Saylor said the company is in discussions with MSCI as the index provider considers removing firms that primarily buy cryptocurrencies. MSCI will decide by January 15 whether

$AMZN - AMAZON REITERATED OVERWEIGHT AT CANTOR FITZGERALD Cantor Fitzgerald reaffirmed its Overweight rating and $315 target on Amazon, citing strong AI and cloud updates at AWS’s re:Invent. Key announcements included new Trainium servers, the Nova 2 AI model lineup, and AI

BARCLAYS SEES EQUITIES GAINING IN 2026 Barclays remains upbeat on global and European stocks, expecting markets to keep rising despite policy uncertainty. The bank sees support from solid fundamentals, ongoing AI-driven investment, and expected monetary easing, including more

BITCOIN HITS NEAR TWO-WEEK HIGH OF $93,015.30, LAST UP 1.2% AT $92,735.88

REPUBLICAN MATT VAN EPPS WINS U.S. HOUSE RACE IN TENNESSEE, NBC NEWS PROJECTS

*TRUMP TO MAKE AN ANNOUNCEMENT 2:30PM WEDNESDAY

EUROPEAN COMMISSION TO MAKE LEGAL PROPOSAL THIS WEEK TO USE RUSSIA'S FROZEN ASSETS FOR UKRAINE LOAN, SOURCES SAY

TRUMP: DOCUMENTS, PROCLAMATIONS, EXECUTIVE ORDERS, MEMORANDUMS, OR CONTRACTS, SIGNED BY "AUTOPEN," DURING BIDEN ADMINISTRATION ARE HEREBY NULL, VOID AND OF NO FURTHER FORCE

Putin, Witkoff said to end their meeting after 5 hours Russian President Vladimir Putin's negotiations with United States Special Envoy Steve Witkoff have concluded after almost five hours, Russia's Kommersant newspaper reported on Tuesday.

CROWDSTRIKE - CONFIDENT IN DELIVERING 20% NET NEW ARR GROWTH FOR 2027 FROM INCREASED 2026 EXPECTATIONS $CRWD

STARBUCKS - ANNOUNCES QUARTERLY CASH DIVIDEND OF $0.62 PER SHARE $SBUX

Trump Accounts to start July 4 next year United States President Donald Trump announced on Tuesday that the so-called Trump Accounts, the investment accounts for children under 18, will become available from July 4 next year.

TRUMP SAYS POTENTIAL FED CHAIR IS HERE AS HE INTRODUCES HASSETT AT A WHITE HOUSE MEETING

TRUMP: ANY COUNTRY DRUG TRAFFICKING TO U.S. IS SUBJECT TO ATTACK

*TRUMP: LAND STRIKES MUCH EASIER, STARTING SOON

*TRUMP: GOING TO START STRIKES ON LAND

Trump: Hegseth will have to address the second boat strike.

TRUMP, ASKED ON SEPT. 2 STRIKE: DIDN'T KNOW ABOUT SECOND STRIKE

*TRUMP: IF WE HAVE TO ATTACK DRUG TRAFFICKERS ON LAND, WE WILL

*TRUMP: WE HAVE FED CHAIR CANDIDATES DOWN TO ONE

AMAZON INTRODUCES FOUR NEW FRONTIER NOVA MODELS, A PIONEERING NOVA FORGE SERVICE FOR ORGANIZATIONS TO BUILD THEIR OWN MODELS, AND NOVA ACT FOR BUILDING RELIABLE BROWSER AGENTS $AMZN

HOMELAND SECURITY SECRETARY NOEM: 50% OF VISAS IN MINNESOTA ARE FRAUDULENT

NVIDIA PARTNERS WITH MISTRAL AI TO ACCELERATE NEW FAMILY OF OPEN MODELS $NVDA

- NVIDIA PARTNERS WITH MISTRAL AI TO ACCELERATE NEW FAMILY OF OPEN MODELS

BESSENT: SUBSTANTIAL TAX REFUNDS COMING IN Q1 2026

BESSENT: INFLATION GOING TO ROLL NEXT YEAR

BESSENT: U.S. WILL HAVE LOW-INFLATIONARY GROWTH

TRUMP THANKS XI FOR SOYBEAN PURCHASES

$EA - Saudi Fund PIF Set to Own 93% of Electronic Arts After Takeover, Filing Shows -- WSJ

ZELENSKIY: ASKED IF HE IS AFRAID THAT THE US MIGHT LOSE INTEREST IN THE PROCESS, SAID YES I AM AFRAID

TRUMP: GOING TO REBUILD DULLES AIRPORT

TRUMP: GOING TO REBUILD DALLAS AIRPORT

HEGSETH: HAVE HAD A PAUSE IN STRIKES BECAUSE IT'S HARD TO FIND BOATS RIGHT NOW

HEGSETH: WE'VE ONLY JUST BEGUN STRIKING NARCO TRAFFICKERS

TRUMP SAYS: WE'RE GOING TO NEW ORLEANS PRETTY SOON WITH NATIONAL GUARD

TRUMP: I THINK, HOPE WE'RE GOING TO END RUSSIA AND UKRAINE WAR

$MSTR - STRATEGY WOULD CONSIDER LENDING BITCOIN IN THE FUTURE

TRUMP: UKRAINE NOT AN EASY SITUATION

TRUMP: I GOT ALL A'S ON MY PHYSICAL TRUMP: DID A COGNITIVE TEST

TRUMP: I BELIEVE IN THE NEAR FUTURE YOU WON'T HAVE INCOME TAX TO PAY

🚨 TRUMP: WE ARE GOING TO GIVE REFUNDS OUT OF THE TARIFFS

TRUMP: SOMETHING GOING TO HAPPEN ON HEALTH CARE, WON'T BE EASY TRUMP: NEGOTIATING WITH DEMOCRATS ON HEALTH CARE

TRUMP: BESSENT DOESN'T WANT FED JOB

*TRUMP: EVEN DIMON SAID POWELL SHOULD REDUCE RATES

PENTAGON HAS CONTINGENCY PLAN IF MADURO LEAVES POWER Pentagon Press Secretary Kingsley Wilson said the department has a contingency plan should Venezuelan President Maduro leave office, but US forces would act only on presidential orders. She emphasized that US efforts in the

TRUMP TO ANNOUNCE PROPOSED ROLLBACK IN AUTO FUEL ECONOMY RULES

PUTIN MEETING U.S. ENVOY WITKOFF, TRUMP'S SON-IN-LAW KUSHNER

TOYOTA MOTOR NORTH AMERICA : NOVEMBER SALES OF 212,772 VEHICLES TOYOTA MOTOR NORTH AMERICA: NOVEMBER ELECTRIFIED SALES OF 93,082 VEHICLES $TM

POPE LEO URGES US PRESIDENT TRUMP'S ADMINISTRATION NOT TO ATTEMPT MILITARY OUSTER OF VENEZUELA'S MADURO

PENTAGON: DEPARTMENT HAS CONTINGENCY PLAN IF MADURO LEAVES VENEZUELA

TOP DRUG REGULATOR RICHARD PAZDUR SET TO LEAVE FDA-STAT NEWS

JOHNSON: DID NOT COMMIT TO ACA EXTENSION OFFER

NVIDIA AND AWS EXPAND FULL-STACK PARTNERSHIP, PROVIDING THE SECURE, HIGH-PERFORMANCE COMPUTE PLATFORM VITAL FOR FUTURE INNOVATION $AMZN $NVDA

$AMZN - *AMAZON RUSHES OUT LATEST AI CHIP TO TAKE ON NVIDIA, GOOGLE AMAZON SAYS NEW CHIPS ARE MORE COST EFFECTIVE THAN NVIDIA'S

SENTINELONE UNVEILS NEW INNOVATIONS AND INTEGRATIONS WITH AWS TO ACCELERATE CUSTOMERS’ AI INITIATIVES AT AWS RE:INVENT 2025 $S $AMZN

INTEL SHARES RISE 8%

BOEING CFO: EXPECTS FREE CASH FLOW GROWTH IN THE LOW SINGLE DIGITS NEXT YEAR- UBS CONF. $BA

RFK JR. VACCINE ADVISERS TO REVIEW WHETHER SHOTS ARE CAUSING ALLERGIES - WAPO

BITCOIN UP 4.7% TO $90,531, ON TRACK FOR BIGGEST DAILY RISE SINCE MAY

*US MONEY-MARKET ASSETS SURPASS $8T FOR FIRST TIME: CRANE DATA

PUTIN: MAY CUT UKRAINE OFF FROM SEA IF ATTACKS CONTINUE

$BTC BACK ABOVE 90K

BITCOIN EXTENDS GAINS TO BEYOND $90,000

PUTIN: WE WILL TAKE MEASURES AGAINST TANKERS OF THE COUNTRIES WHICH HELP UKRAINE

ONSEMI AND INNOSCIENCE ANNOUNCE PLANS TO COLLABORATE TO SPEED GLOBAL ROLLOUT OF GAN POWER PORTFOLIO $ON

PUTIN: WE WILL INCREASE STRIKES ON FACILITIES AND UKRAINIAN VESSELS

PUTIN: EUROPEANS DO NOT HAVE PEACEFUL AGENDA, THEY ARE ON THE SIDE OF WAR

NVIDIA CFO SAYS $500 BILLION IN BOOKINGS FOR BLACKWELL AND RUBIN AI CHIPS THROUGH 2026 DOES NOT INCLUDE "ANY OF THE WORK THAT WE'RE DOING RIGHT NOW, ON THE NEXT PART OF THE AGREEMENT WITH OPENAI"

NVIDIA CFO SAYS $500 BILLION IN BOOKINGS FOR BLACKWELL AND RUBIN AI CHIPS THROUGH 2026 DOES NOT INCLUDE "ANY OF THE WORK THAT WE'RE DOING RIGHT NOW, ON THE NEXT PART OF THE AGREEMENT WITH OPENAI" $NVDA

NVIDIA CFO SAYS "STILL HAVEN'T COMPLETED A DEFINITIVE AGREEMENT" WITH OPENAI $NVDA

NVIDIA CFO SAYS MOST NEW NVIDIA AI CHIPS BEING SHIPPED ARE ADDING NEW DATA CENTER INFRASTRUCTURE AND NOT REPLACING INSTALLED BASE- UBS CONF $NVDA

$NVDA - NVIDIA CFO SAYS MOST NEW NVIDIA AI CHIPS BEING SHIPPED ARE ADDING NEW DATA CENTER INFRASTRUCTURE AND NOT REPLACING INSTALLED BASE- UBS CONF

APPLE SHARES TOUCH RECORD HIGH, LAST UP 0.4%

$AMD - TD COWEN: HELIOS COULD BOOST AMD’S AI BUSINESS TD Cowen reiterated a Buy rating and $290 target on AMD, saying AI spending should remain strong and AMD is well-positioned to benefit. The firm views the recent pullback as a good entry point and expects 2026 to be noisy but

$NVDA - NVIDIA SHARES HIT OVER ONE-WEEK HIGH, LAST UP 3%

$NVDA - NVIDIA BEGINS UBS CONFERENCE PRESENTATION NVIDIA said it does not see an AI bubble. Instead, it expects major market transitions ahead. The company projects datacenter infrastructure could reach $3–$4 trillion by 2030, driven by growing demand for accelerated computing.

PUTIN CALLS CHINA AND INDIA RUSSIA’S KEY TRADE PARTNERS At the “Russia Calling” forum, President Vladimir Putin said China and India are Russia’s key trading partners, noting that trade with both countries has grown significantly over the past three years.

$AAPL - APPLE PT RAISED TO $325 BY LOOP CAPITAL Loop Capital raised its Apple price target to $325 while keeping a Buy rating. The firm updated iPhone forecasts, noting higher expected sales of the iPhone 17 base model and lower volumes for discontinued 16 Pro models and the 17

FORD MOTOR NOVEMBER U.S. ELECTRIC VEHICLE SALES 4,247, DOWN 61%

🚨 ZELENSKIY SAYS BETTER CHANCES NOW THAN EVER TO END WAR

$TSLA - BYD’S DATA PLATFORM PRODUCES LESS THAN HALF OF TESLA’S: PIPER SANDLER Piper Sandler cut its BYD Q4 outlook but still expects a December sales jump driven by pre-buy activity. The firm says BYD’s “God’s Eye” system, installed on 2M+ cars and producing 130M km of daily

U.S. ENVOY WITKOFF ARRIVES IN KREMLIN - RIA

*TRUMP FORMALLY PARDONS FORMER HONDURAN PRESIDENT HERNÁNDEZ: CNN

SEC EXPECTS CRYPTO EXEMPTION “IN A MONTH OR SO” SEC Chair Paul S. Atkins said he expects the agency’s innovation exemption for cryptocurrencies to be released “in a month or so.” He noted that progress was delayed by the government shutdown but confirmed the SEC is back on track

VENEZUELA'S CIVIL AVIATION AUTHORITY SAYS IT RECEIVED REQUEST FROM UNITED STATES TO RESUME REPATRIATION FLIGHTS OF VENEZUELANS FROM THE US

KALSHI RAISES $1B, VALUED AT $11B: NYT

US ONLINE SPENDING ROSE 7.7% TO $44.2 BILLION DURING FIVE DAY THANKSGIVING SHOPPING EVENT, ADOBE ANALYTICS DATA SHOWS

TRUMP URGES REPUBLICAN GOVERNORS TO ADOPT PAPER BALLOTS

SEC CHAIR ATKINS: SEC TO KICK OFF POLICIES IN NEW YEAR TO BOOST IPOS

*ATKINS: INNOVATION EXEMPTION FOR CRYPTO FIRMS COMING JANUARY

*DELLS GIVE $6.25 BILLION TO FUND TRUMP ACCOUNTS FOR CHILDREN

TRUMP WARNS OF “HELL TO PAY” IF HONDURAS ALTERS ELECTION RESULTS United States President Donald Trump said it “looks like” Honduras is “trying to change the results” of Sunday’s presidential election. He warned that if the results are being altered, “there will be hell to pay.”

TRUMP SAYS LOOKS LIKE HONDURAS IS TRYING TO CHANGE RESULTS OF THEIR PRESIDENTIAL ELECTION

*TRUMP TO MAKE AN ANNOUNCEMENT AT 2PM EST TUESDAY

FED CHAIR POWELL DOES NOT COMMENT ON ECONOMY, MONETARY POLICY IN REMARKS PREPARED FOR DELIVERY AT STANFORD UNIVERSITY

APPLE SAYS SVP OF MACHINE LEARNING & AI STRATEGY JOHN GIANNANDREA WILL STEP DOWN AND RETIRE IN SPRING 2026 AS MICROSOFT AI EXEC AMAR SUBRAMANYA JOINS AS VP OF AI WITH REMAINING TEAMS SHIFTING TO SABIH KHAN AND EDDY CUE $AAPL

BESSENT: TREASURY INVESTIGATING ALLEGATIONS MINNESOTA TAX DOLLARS MAY HAVE BEEN DIVERTED TO AL-SHABAAB

IREN LTD UNVEILS NEW CAPITAL PLAN WITH SHARE OFFERING TO FUND CONVERTIBLE NOTE BUYBACK, PLUS SEPARATE PRIVATE OFFERINGS OF $1B EACH IN 2032 AND 2033 CONVERTIBLE NOTES AND OPTIONS FOR INITIAL PURCHASERS TO BUY AN EXTRA $150M PER NOTE SERIES $IREN

WARNER BROS. GETS MOSTLY CASH NETFLIX OFFER IN NEW ROUND OF BIDS - BLOOMBERG $WBD $NFLX

VENEZUELA PRESIDENT NICOLAS MADURO, SPEAKING TO MARCHERS, SWEARS "ABSOLUTE LOYALTY" TO VENEZUELAN PEOPLE

LUTNICK ON X: U.S. TO LOWER TARIFFS ON SOUTH KOREAN AUTOS TO 15% EFFECTIVE NOV 1

AMAZON PLANNING NEW ULTRAFAST GROCERY AND ESSENTIALS DELIVERY SERVICE IN MAJOR U.S. CITIES INCLUDING SEATTLE, PHILADELPHIA AND FORT WORTH, PER THE INFORMATION $AMZN

AMAZON LAUNCHING U.S. ULTRAFAST DELIVERY FOR GROCERIES, STAPLES IN 30 MINUTES

INSTAGRAM CHIEF ORDERS MOST U.S. STAFF BACK TO OFFICE FIVE DAYS A WEEK IN 2026

KALSHI LAUNCHES TOKENIZED EVENT CONTRACTS ON SOLANA: CNBC

WHITE HOUSE: VERY GOOD TALKS WITH UKRAINE DELEGATION IN FLORIDA

WHITE HOUSE: ADMINISTRATION VERY OPTIMISTIC ON UKRAINE

WHITE HOUSE: MANY OPTIONS ARE ON THE TABLE

WHITE HOUSE: TRUMP TO HOLD MEETING WITH NATIONAL SECURITY TEAM ON VENEZUELA

WHITE HOUSE ON MRI: HE REMAINS IN EXCELLENT OVERALL HEALTH

WHITE HOUSE ON MRI: NO EVIDENCE OF ARTERIAL NARROWING

WHITE HOUSE ON MRI: SHOWS EXCELLENT HEALTH

WHITE HOUSE: TRUMP MORE COMMITTED THAN EVER TO FULLY RESTORE AMERICA'S SOVEREIGNTY

WHITE HOUSE: MORE IMPORTANT THAN EVER TO FINISH MASS DEPORTATION OPERATION

WHITE HOUSE: ANY INDIVIDUAL WHO THREATENS NATIONAL SECURITY WILL BE SUBJECT TO REMOVAL

WHITE HOUSE: TRUMP ACTIVELY REEXAMINING ALL IMMIGRANTS FROM AFGHANISTAN

WHITE HOUSE: WILL MAKE ANNNOUNCEMENT ON TRUMP ACCOUNTS

WHITE HOUSE: TRUMP TO HOLD CABINET MEETING TUESDAY

USERS INDICATE ISSUES WITH OPENAI: DOWNDETECTOR

BLACK FRIDAY PROMOTIONS RISE, CONSUMER SPENDING REMAINS STRONG Holiday shopping started strong over Black Friday weekend, with elevated promotions helping offset tariff-driven price increases. According to Telsey analysts, consumers spent not just on deals but also on new

TESLA ITALY REGISTRATIONS JUMP 58.1% IN NOVEMBER BUT REMAIN DOWN 27.7% YEAR-TO-DATE VS 2024, TRANSPORT MINISTRY SAYS $TSLA

$TSLA - TESLA NEW CAR REGISTRATIONS IN ITALY UP 58.15% YEAR-ON-YEAR IN NOVEMBER, TRANSPORT MINISTRY SAYS TESLA NEW CAR REGISTRATIONS IN ITALY DOWN 27.73% IN JANUARY-NOVEMBER VS SAME PERIOD OF 2024, TRANSPORT MINISTRY SAYS

FRENCH PRIME MINISTER - DEFENCE MINISTER TASKED TO WORK ON CONTINGENCY DEFENCE SPENDING PLAN IN CASE BUDGET DOES NOT PASS

MICHAEL BURRY CALLS TESLA “RIDICULOUSLY OVERVALUED” Investor Michael Burry criticized Tesla in his Substack newsletter, calling it “ridiculously overvalued” and highlighting shareholder dilution of about 3.6% per year without buybacks. He warned that CEO Elon Musk’s potential $1

$MSTR - STRATEGY SHARES EXTEND LOSSES, LAST DOWN 12%

SPOT SILVER RISES 3% TO FRESH HIGH OF $58.19/OZ

MORGAN STANLEY FORECASTS $305B HUMANOID CHIP MARKET BY 2045 Morgan Stanley projects humanoid semiconductor sales will reach $305 billion by 2045, driven by embodied AI and “physical intelligence.” The biggest opportunities lie in AI processors and sensors rather than robot

TRUMP: IT IS VERY IMPORTANT THAT ISRAEL MAINTAIN A STRONG AND TRUE DIALOGUE WITH SYRIA

SYNOPSYS CEO SAYS NVIDIA'S $2 BILLION INVESTMENT IN SYNOPSYS DOES NOT CONTAIN ANY COMMITMENTS TO PURCHASE NVIDIA CHIPS $SNPS $NVDA

$NVDA - SYNOPSYS CEO SAYS NVIDIA'S $2 BILLION INVESTMENT IN SYNOPSYS DOES NOT CONTAIN ANY COMMITMENTS TO PURCHASE NVIDIA CHIPS

BOFA ON RATE CUTS: ‘MORE NOW, LESS LATER’ Bank of America expects the Fed to cut rates next week but warns that this limits future easing. Assuming a total 0.75 percentage-point cut by year-end, the Fed would have only about 0.5 points of room for 2026. BofA notes early cuts

*CANADA REACHES DEAL TO JOIN EU’S €150B DEFENSE SCHEME: POLITICO

*US NOV. ISM MANUFACTURING INDEX FALLS TO 48.2; EST. 49