Stock Market Feed

BITCOIN DROPS 5% INTRADAY TO $94,655; ETHEREUM FALLS NEARLY 5%

NVIDIA DOWN OVER 3% IN US PREMARKET

S&P 500 E-MINI FUTURES DOWN 0.8%, NASDAQ 100 FUTURES DROP 1.2%, DOW FUTURES FALL 0.6%

IRAN SEIZES OIL TANKER IN STRAIT OF HORMUZ Iranian forces have seized the Marshall Islands–flagged oil tanker Talara in the Strait of Hormuz, according to data reviewed by the Associated Press. A U.S. official said the ship was intercepted while traveling from Ajman in the UAE

GOLDMAN: CHINA’S POWER SURPLUS MAY BOOST AI LEAD Goldman Sachs says China’s fast-growing electricity supply could give it an edge in AI data centers. By 2030, China may have 400 GW of spare power—far above global data-center needs—while the US faces tight grids and rising

TRUMP ADMINISTRATION PREPARES TARIFF EXEMPTIONS IN BID TO LOWER FOOD PRICES -NYT

KASHKARI: I HAVE NO STRONG INCLINATION YET ON DECEMBER RATE CUT

PENTAGON CONDUCTED 20TH STRIKE ON AN ALLEGED DRUG TRAFFICKING BOAT EARLIER THIS WEEK - CNN

TRUMP ENDS EXECUTIVE ORDER SIGNING WITHOUT TAKING PRESS QUESTIONS

*NETANYAHU SAYS AFTER TRUMP LETTER HE’LL CONSIDER SEEKING PARDON

*CHINA BLASTS TAKAICHI'S TAIWAN REMARKS AS ‘EXTREMELY DANGEROUS’ *CHINA SUMMONS JAPAN ENVOY OVER TAKAICHI'S TAIWAN REMARKS

TRUMP PLANS TO ATTEND THE DAVOS MEETING IN JANUARY

US JUSTICE DEPARTMENT FILES LAWSUIT OVER CALIFORNIA REDISTRICTING MAPS - ATTORNEY GENERAL BONDI

ETHEREUM DROPS 6% AMID CRYPTO DECLINE

🚨 Happening at 2 PM: Trump to Sign New Executive Orders

RUSSELL 2000 INDEX EXTENDS DECLINE, LAST DOWN 2.6%

*BOEING DEFENSE UNION ACCEPTS CONTRACT, ENDING STRIKE

MUSALEM: SUPPORTED RATE CUTS SO FAR TO PROTECT LABOR MARKET MUSALEM: NEED TO PROCEED WITH CAUTION NOW

SPOT GOLD DOWN 1% TO $4,155.3/OZ

$NVDA - NVIDIA SHARES FALL 5%

🚨 CBOE VOLATILITY INDEX ABOVE 21.0

BITCOIN FALLS UNDER $99,000

*US 30Y BONDS DRAW 4.694% VS 4.684% PRE-SALE WHEN-ISSUED YIELD

FED'S HAMMACK: TIME WILL TELL IF VALUATIONS FOR A.I. FIRMS ARE RIGHT

FED'S HAMMACK: TOO SOON TO SAY WHAT WILL HAPPEN WITH A.I.

NASDAQ EXTENDS DECLINE, LAST DOWN 2%

FED'S HAMMACK: EXPECTS TARIFFS TO DRIVE UP INFLATION INTO EARLY NEXT YEAR

FED'S HAMMACK: THIS IS A DIFFICULT TIME FOR MONETARY POLICY

*HAMMACK: NEED TO REMAIN SOMWHAT RESTRICTIVE TO PUSH DOWN INFL.

🚨 EU OFFICIALS WEIGH ALTERNATIVE TO FED DOLLAR BACKSTOPS European financial officials are discussing a plan to pool dollar reserves held by non-U.S. central banks to reduce reliance on the Fed. The move follows concerns that, under Trump, U.S. dollar facilities could be

*FED'S HAMMACK SAYS INFLATION IS STILL TOO HIGH AND MOVING UP

FED'S HAMMACK: ANECDOTAL DATA HAS BEEN IMPORTANT DURING GOVERNMENT SHUTDOWN

Chinese Cyberespionage Campaign Targeted Roughly 30 Companies, Foreign Governments, Anthropic Says China State-Sponsored Hackers Used AI to Automate Cyberattacks in September, Says Anthropic Chinese Hackers Used Anthropic's AI to Automate Cyberattacks Chinese AI-Enabled

Chinese Cyberespionage Campaign Targeted Roughly 30 Companies, Foreign Governments, Anthropic Says Chinese Hacking Campaign Resulted in as Many as Four Successful Intrusions, Anthropic Says

US STRIKES ANOTHER ALLEGED DRUG BOAT IN CARIBBEAN SEA - CBS

U.S. MILITARY PRESENTS TRUMP OPTIONS FOR VENEZUELA OPERATIONS Senior U.S. military officials briefed President Trump on potential operations in Venezuela, including land strikes. No final decision has been made. The USS Gerald Ford carrier strike group recently entered the

TOP TRUMP ECONOMIC ADVISER: SHUTDOWN COST 60,000 JOBS, $92 BILLION, 1.5% GDP HIT Kevin Hassett, National Economic Council Director, says the shutdown caused about 60,000 non-federal job losses, cost the economy $15 billion per week (around $92 billion total), and may cut Q4 GDP

*OFFICIALS PRESENT TRUMP W/ MILITARY OPTIONS FOR VENEZUELA: CBS

MUSK SAYS 'FALSE' ON XAI RAISING CAPITAL

SENATE DEMOCRATS ASK TRUMP TO RENEW CHINA EXPORT CURBS, ACCORDING TO A LETTER DEMOCRAT SENATORS CITE NATIONAL SECURITY THREAT IN EXPORT CURBS REQUEST

TESLA MULLS CARPLAY ROLLOUT IN COMING MONTHS FOLLOWING TESTS

$TSLA $AAPL - TESLA DEVELOPS SUPPORT FOR APPLE CARPLAY IN LONG-REQUESTED MOVE

ROLLINS SAYS MOST WILL RECEIVE SNAP BENEFITS BY END OF WEEK

$VZ - Verizon to Cut About 15,000 Jobs -- WSJ Verizon Job Cuts are Largest Ever for the Carrier, Sources Say -- WSJ

$VZ - Verizon to Cut About 15,000 Jobs, Sources Say -- WSJ

IMF: EXPECTS DECELERATION OF GROWTH IN U.S. IN FOURTH QUARTER FROM PREVIOUS FORECAST OF 1.9%, DUE PARTLY TO GOVERNMENT SHUTDOWN

U.S. STOCKS EXTEND FALL, S&P 500 DOWN 1.00 PCT

FED'S KASHKARI: INFLATION STILL TOO HIGH, AT 3% FED'S KASHKARI: MIXED SIGNALS FROM ECONOMY

$TSLA - TESLA SHARES DOWN 5%

CITI: OCTOBER CPI, JOBS DATA MAY STILL BE RELEASED Despite shutdown disruptions, Citi economists say October CPI and payrolls could still be published, though possibly less reliable than usual. Agencies may fill gaps with retrospective surveys and estimates. Citi expects soft

HIDDEN HOMEOWNERSHIP COSTS NEAR $16,000 A YEAR Owning a home now comes with nearly $16,000 in annual hidden costs, Zillow and Thumbtack report — about $1,325 a month beyond mortgage payments. Typical yearly expenses include $10,946 for maintenance, $2,003 for insurance, and

Hassett: 'We'll Never Actually Know for Sure What the Unemployment Rate Was in October'

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00 PCT

XAI RAISES $15B IN SERIES E ROUND - CNBC CITING SOURCES

*HASSETT: COULD GET SEPTEMBER JOBS REPORT NEXT WEEK

*HASSETT: SEPTEMBER JOBS REPORT HAS 'ALREADY BEEN COOKED'

*HASSETT: OCT. JOBS REPORT TO BE RELEASED WITH NO JOBLESS RATE

HASSETT: DON'T SEE MUCH OF AN ARGUMENT NOT TO CUT RATES

HASSETT: EXPECT 1.5% LOWER GDP BECAUSE OF SHUTDOWN IN FOURTH QUARTER BECAUSE OF SHUTDOWN

USDA STARTS POSTING DATA DELAYED BY GOVERNMENT SHUTDOWN

MERZ TELLS ZELENSKY FEWER YOUNG UKRAINIAN MEN SHOULD COME TO GERMANY

HAMMACK SAYS HAVE HIGH INFLATION STICKING AROUND: MARKETWATCH

FED'S HAMMACK SAYS WORRIED ABOUT THE LABOR MARKET: MARKETWATCH

*GRAYSCALE INVESTMENTS INC . FILES FOR IPO

DISNEY SAYS ITS NEW ESPN STREAMING SERVICE HAS DONE 'EXTREMELY WELL,' BUT DOES NOT RELEASE NUMBERS -CONF CALL

FED'S DALY: WE HAVEN'T HEARD A LOT ABOUT NET JOB LOSSES FROM AI

FED'S DALY: DON'T KNOW HOW PATIENT AI INVESTORS WILL BE TO WAIT THE DECADE NEEDED

FED'S DALY: I TEND TO LEAN ON AI NOT BEING AKIN TO A TULIP BUBBLE

FED'S DALY: REALLY THINK THERE IS A PREMIUM ON WAITING TO DECIDE ON RATES UNTIL YOU HAVE AS MUCH INFORMATION

FED'S DALY: THE LABOR MARKET HAS SLOWED QUITE A BIT

FED'S DALY: WE STILL HAVE WORK TO DO TO BRING INFLATION DOWN TO 2%

FED'S DALY: UNCERTAINTY HAS COME DOWN QUITE A BIT IN U.S. ECONOMY

❖ U.S. Jobless Claims Due 8:30 a.m. ET Delayed Due to Government Shutdown ❖ U.S. October CPI Due 8:30 a.m. ET Delayed Due to Government Shutdown

$HOOD - Robinhood Partners With Gopuff to Offer Cash-Delivery Service to Customers Robinhood Offers to Bring Cash to Your Doorstep, for a Fee Robinhood Will Make Cash-Delivery Service Available to Gold Clients

JPMORGAN TURNS BULLISH ON CIRCLE AND STABLECOINS JPMorgan upgraded Circle to overweight from underweight and raised its price target to $100 from $94, signaling about 16% upside. Analyst Kenneth Worthington cited improving fundamentals and Circle’s strong third-quarter results.

“BIG SHORT” INVESTOR MICHAEL BURRY SHUTS DOWN HEDGE FUND Michael Burry, famed for predicting the 2008 housing crash, has deregistered his hedge fund, Scion Asset Management, according to SEC filings dated November 10. The move ends Scion’s reporting obligations. Scion, which

Redfin: U.S. Pending Home Sales Fell 0.3% From Yr Earlier During 4 Weeks Ending Nov 9 Redfin: Homes That Are Selling Are Staying on the Market Longer

JPMORGAN: HEDGE FUND CAUTION MAY SPARK YEAR-END RALLY JPMorgan says equity markets could rebound by year-end after hedge funds cut stock exposure to the lowest level in over a year in October. Analysts led by Nikolaos Panigirtzoglou note that this cautious stance leaves room for

TRUMP APPROVAL REMAINS AT 40% AS DISAPPROVAL CLIMBS TO 58% 44% OF DEMOCRATS SAY THEY ARE 'VERY ENTHUSIASTIC' ABOUT VOTING IN 2026, VS 26% OF REPUBLICANS

U.S. HOUSE PASSES BILL TO REOPEN FEDERAL GOVERNMENT, SENDS TO PRESIDENT TRUMP FOR SIGNATURE

TRUMP TO SIGN BILL TO END SHUTDOWN ON WEDNESDAY NIGHT, WHITE HOUSE SAYS

TRUMP TO SIGN SENATE STOPGAP FUNDING BILL 9:45PM EST

HOUSE TO VOTE NEXT WEEK ON RELEASING ALL JEFFREY EPSTEIN FILES, SAYS SPEAKER MIKE JOHNSON

U.S. HOUSE PETITION TO FORCE VOTE ON RELEASE OF EPSTEIN FILES SECURES 218TH SIGNATURE NEEDED TO MOVE FORWARD

NJ DEMOCRAT SHERRILL TO RESIGN FROM HOUSE NEXT WEEK: PUNCHBOWL

Trump: Dems trying to deflect with Epstein 'Hoax'

NO OFFICIAL WORD FROM BLS ON PLANS FOR OCTOBER DATA - SOURCES

WHITE HOUSE: 5O-YEAR MORTGAGE PROPOSAL IS SOMETHING WE ARE SERIOUSLY LOOKING INTO

WHITE HOUSE REITERATES THAT TRUMP DID NOTHING WRONG ON EPSTEIN

WHITE HOUSE: COMMITTED TO $2,000 DIVIDEND TO AMERICANS THANKS TO TARIFFS

*LEAVITT: OCTOBER CPI AND JOBS DATA LIKELY NEVER TO BE RELEASED

WHITE HOUSE: FEDERAL STATISTICAL SYSTEM MAY HAVE PERMANENTLY BEEN DAMAGED WHITE HOUSE: OCTOBER JOBS REPORTS LIKELY NEVER RELEASED

WHITE HOUSE: TONIGHT WHITE HOUSE HOPEFUL SHUTDOWN WILL END

*HASSETT, ASKED ABOUT FED QUALIFICATIONS: I SPENT 5 YEARS THERE

MIRAN: QE MAYBE WAS 'OVER-USED' IN PAST

*US HIGH-GRADE BOND SALES TOP 2024'S TOTAL, NOW 2ND ALL-TIME

HASSETT ON FED: I COULD BE READY TO WORK RIGHT AWAY, HAVE FED EXPERIENCE

HASSETT: THE RATE OF FOOD INCREASES IS DOWN TO ALMOST NOTHING

HASSETT: TRUMP IS FOCUSED ON AFFORDABILITY

HASSETT: WHITE HOUSE IS 'MORE EFFICIENT' THAN TRUMP FIRST TERM

HASSETT ON TRADE: NEGOTIATIONS ARE AN ONGOING PROCESS

FED'S MIRAN: SHOULD NOT TAKE INFLATION DATA AS FACE VALUE

HASSETT: 129% OF JOB CREATION THIS YEAR HAS BEEN NATIVE-BORN

BP IN ACTIVE TALKS WITH STONEPEAK OVER CASTROL SALE, SOURCES SAY

HASSETT ON TRADE: EXPECT TO SEE BIG REDUCTION IN PRICE OF IMPORTED GOODS FROM CHINA AND OTHER COUNTRIES

*MIRAN: STABLECOIN IMPACT COULD BE 30%-60% OF 2000S SAVINGS GLUT

HASSETT ON TRADE: ANY COST IMPACTS ARE LEVEL-ADJUST EFFECT, NOT INFLATION

HASSETT ON TRADE: LOOKING AT OPTIONS, ALTERNATIVE AUTHORITIES IF SUPREME COURT RULES AGAINST ADMINISTRATION IN TARIFF CASE

🚨 HASSETT ON HOUSING: DON'T KNOW IF TRUMP HAS DECIDED ON 50-YEAR MORTGAGE

HASSETT: WILL USE FUTURE RECONCILIATION BILLS TO ADDRESS U.S. ECONOMY

HASSETT: U.S. FISCAL DEFICIT COULD DROP BY $600 BILLION THIS FISCAL YEAR

HASSETT: HISTORICALLY, THE DOLLAR IS STRONG NOW

HASSETT: IF YOU WANT INFLATION TO TAKE CARE OF DEFICIT, YOU ARE ON THE ROAD TO FINANCIAL CRISIS

HASSETT: I AGREE WITH TRUMP THAT RATES CAN BE A LOT LOWER

HASSETT: IF ASKED TO BE FED CHAIR, I'LL DO IT

HASSETT: FED MORE LIKELY TO DO 25 BASIS POINT CUT

HASSETT: IF I'M AT FOMC, I'M MORE LIKELY TO MOVE TO CUT RATES, WHILE POWELL LESS LIKELY

*BONDI, BLANCHE, PATEL TO MEET TODAY ABOUT EPSTEIN FILES: CNN

AMD CHALLENGES NVIDIA’S AI DOMINANCE AMD is positioning itself as a stronger rival to Nvidia, forecasting 80% annual growth in AI chip sales and aiming for a double-digit market share by 2030. The company projects over $100 billion in AI revenue within five years in a $1

DISNEY EYES ESPN EXPANSION IN ASIA TO BOOST STREAMING CONTENT

🚨 FED'S BOSTIC: FIRMS SURVEYED EXPECT TO RAISE PRICES WELL INTO 2026, AND BY SUBSTANTIALLY MORE THAN 2%

FED'S BOSTIC: SEE LITTLE TO SUGGEST PRICE PRESSURES WILL DISSIPATE BEFORE MID-TO-LATE 2026 AT EARLIEST

BOSTIC: MOVING POLICY LOWER RISKS FEEDING 'INFLATION BEAST'

FED'S BOSTIC: TARIFFS HAVE NOT CAUSED SEVERE INFLATION SPIKE BUT HAVE HAD A ROLE IN BUOYING PRICES

FED'S BOSTIC: FAVORS KEEPING FED FUNDS RATE STEADY UNTIL WE SEE CLEAR EVIDENCE OF INFLATION MOVING TOWARD 2% TARGET

ELON MUSK'S X FACES INVESTIGATION BY IRISH MEDIA REGULATOR

EU READIES FRESH INVESTIGATION INTO GOOGLE OVER NEWS PUBLISHER RANKINGS - FT $GOOGL

$GOOGL - EU READIES FRESH INVESTIGATION INTO GOOGLE OVER NEWS PUBLISHER RANKINGS - FT

SPOT SILVER UP 4%, LAST AT $53.31/OZ

$NVDA - GOVERNOR OF MEXICO'S NUEVO LEON STATE: NVIDIA TO INVEST $1 BILLION IN STATE TO BUILD GREEN AI DATA CENTER

VENEZUELA LAUNCHES MASSIVE MILITARY EXERCISE AS U.S. CARRIER APPROACHES Venezuela began a large-scale military exercise involving 200,000 troops across land, air, and sea, responding to increased U.S. military activity in the Caribbean. The move coincides with the USS Gerald

$AMD - AMD SHARES EXTEND GAINS, LAST UP 10%

CIGNA EXEC SAYS IT IS WORKING WITH NOVO, LILLY ON CHANGES IN GLP-1 DRUG PRICES AFTER WHITE HOUSE DEAL $CI $NVO $LLY

ROBERT KOCH INSTITUTE: RISK TO GENERAL POPULATION IS VERY LOW, NO INFECTIONS IN PEOPLE HAVE BEEN REPORTED

RESEARCHERS FIND WILD POLIO VIRUS IN ENVIRONMENTAL SAMPLE FROM GERMANY, ROBERT KOCH INSTITUTE TELLS REUTERS

US: AIMS TO START LIFTING FLIGHT CUTS IN A WEEK ONCE GOV OPENS

🚨 BESSENT: STABLECOINS COULD GROW 10-FOLD BY 2030 FROM $300B

DOLLAR’S SAFE-HAVEN STATUS UNDER PRESSURE The dollar’s safe-haven appeal is weakening amid rising debt, persistent deficits, and waning confidence in U.S. institutions, says Orbis’s Nick Purser. He suggests diversifying with currencies like the Norwegian krone, Australian

Microsoft Expands Data Center Buildout With 'Super Factory' Site, Company Says -- WSJ Microsoft 'Super Factory' Data Center Built for AI Training, Company Says -- WSJ Microsoft Fairwater Network Includes 'Multi-Gigawatts' for OpenAI, Microsoft AI Training, Company Says -- WSJ

HOLDINGS AT SOME FIRMS TOP HALF OF DEBT PORTFOLIOS, MOODY'S SAYS -- WSJ

*BESSENT: TREASURIES ARE MORE LIQUID, ROBUST THAN EVER

JAPAN CONSIDERING INCREASE OF AT LEAST THREEFOLD IN ITS DEPARTURE TAX - NIKKEI

*SEC TO CONSIDER ESTABLISHING A TOKEN TAXONOMY, ATKINS SAYS

WALL STREET REGULATOR SAYS AGENCY PLANS TO CONSIDER CRYPTO 'TOKEN TAXONOMY' RECOGNIZING 'LIMITING PRINCIPLES' OF LAWS AND REGULATIONS

BESSENT SAYS TREASURY IS COMMITTED TO SAFEGUARDING TREASURIES AS THE WORLD'S BENCHMARK FOR STABILITY, KEEPING RISK-FREE RATE LOW

DELTA AIR LINES CEO ED BASTIAN: CANCELLATIONS WILL COST A SIGNIFICANT AMOUNT- CNBC INTERVIEW

ZELENSKY FIRES MINISTERS OVER $100M ENERGY SCANDAL Ukrainian President Zelensky dismissed Justice Minister Herman Halushchenko and Energy Minister Svitlana Hrynchuk over a $100 million corruption scheme in the energy sector. Investigators tied the kickback network to Timur

U.S. AIRLINE CANCELLATIONS FALL SHARPLY AS AIR TRAFFIC CONTROLLER ABSENCES SHRINK

*FIRST ANTHROPIC DATA CENTERS TO BE LOCATED IN TEXAS, NEW YORK

🚨 *ANTHROPIC SAYS IT WILL SPEND $50 BILLION ON DATA CENTERS IN US

🚨FED'S BOSTIC TO RETIRE FEBRUARY 28, 2026, AT END OF CURRENT FIVE-YEAR TERM, ATLANTA FED SAYS

Toyota to Invest Up to $10 Billion in U.S. Manufacturing Over 5 Years, Company Says -- WSJ Toyota Battery Plant to Supply Hybrids, EVs -- WSJ Toyota Opens $14 Billion Battery Plant in North Carolina -- WSJ

TRUMP TO HOST PRIVATE WHITE HOUSE DINNER WITH BUSINESS LEADERS President Trump will hold a private White House dinner at 7:30 p.m. ET, attended by finance and business leaders, including the CEOs of Nasdaq and JPMorgan Chase. The Wall Street Journal reports the White House is

INDIA GOVT: COUNTRY HAS WITNESSED A HEINOUS TERROR INCIDENT, PERPETRATED BY ANTI-NATIONAL FORCES, THROUGH A CAR EXPLOSION

🚨 *INDIA CABINET SAYS NEW DELHI BLAST WAS 'TERRORIST INCIDENT'

AMD SHARES UP 7% AFTER BROKERAGES RAISE PT FOLLOWING CO'S ANALYST DAY

DOW HITS INTRADAY RECORD HIGH, LAST UP 0.3%

PEOPLE CAN’T TELL AI-GENERATED MUSIC FROM REAL THING ANYMORE, SURVEY SHOWS A Deezer–Ipsos survey of 9,000 people found that 97% couldn’t distinguish between AI-generated and human-created music. Conducted in eight countries, the poll showed that over half of respondents felt

FED'S WILLIAMS SAYS HE IS CLOSELY WATCHING MARKETS FOR LIQUIDITY SIGNALS

FED'S WILLIAMS: RENEWED BALANCE SHEET EXPANSION IS TECHNICAL, NOT MONETARY POLICY

FED'S WILLIAMS: WHEN RESERVES REACH AMPLE LEVEL GRADUAL BOND-BUYING WILL START AGAIN

FED'S WILLIAMS: 'IT WILL NOT BE LONG' BEFORE U.S. CENTRAL BANK NEEDS TO EXPAND HOLDINGS AGAIN

CHINA VICE PREMIER HE LIFENG: CHINA, US HAVE VAST ROOM FOR COOPERATION IN TRADE, ECONOMY - XINHUA

🚨 U.S. HOUSE MAJORITY LEADER SCALISE: HOUSE TO VOTE ON BILL TO END SHUTDOWN ON WEDNESDAY AT AROUND 7 P.M. ET

DEMOCRATIC-LED STATES ARE INADVERTENTLY SHARING DRIVERS' DATA WITH ICE, OFFICIALS SAY LAWMAKERS URGE GOVERNORS TO BLOCK ICE ACCESS TO DRIVERS' DATA

$COIN - *COINBASE LEAVING DELAWARE, REINCORPORATING IN TEXAS *COINBASE: DELAWARE HAS LEFT US WITH LITTLE CHOICE

MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY 2028 Morgan Stanley says surging AI demand could create a power shortfall of up to 20% — about 13–44 GW — for U.S. data centers through 2028. Analysts led by Stephen Byrd called AI computing “the most important

BESSENT: OVERSEAS WORKERS CAN TRAIN AMERICANS AND RETURN HOME

🚨 *BESSENT REITERATES 'SUBSTANTIAL' TAX REFUNDS COMING EARLY 2026

🚨🚨 BESSENT: $2,000 REBATE WOULD BE FOR THOSE MAKING LESS THAN $100,000 BUT NOT DECIDED

🚨 BESSENT: EXPECT AMERICAN PEOPLE WILL START FEELING BETTER ABOUT ECONOMY IN Q1, Q2

BESSENT: BANANAS AND OTHER FRUITS ALSO SET FOR TARIFF RELIEF

🚨 BESSENT: WILL SEE SUBSTANTIAL TARIFF NEWS NEXT COUPLE DAYS

BESSENT CITES 'HICCUP' IN ECONOMY THANKS TO SHUTDOWN

BESSENT: ECONOMY WAS IN GREAT PLACE BEFORE SHUTDOWN

$TSLA - MORGAN STANLEY: KEY DRIVERS FOR TESLA STOCK IN THE NEXT 6–12 MONTHS Beyond Elon Musk’s $1 trillion pay package, Morgan Stanley says several factors could shape Tesla’s stock in the coming year: ❖ xAI ties: Tesla’s financial and strategic relationship with Musk’s AI

PUTIN ALLOWS CITIGROUP TO SELL ITS RUSSIAN BANK

📈 BOFA: INSTITUTIONAL INVESTORS BUYING THE DIP IN U.S. STOCKS Bank of America says institutional clients were net buyers of U.S. equities last week, led by $4.3 billion in ETF inflows — the biggest since December 2022 — even as they sold $2.6 billion in individual stocks.

IBM $IBM Debuts Experimental ‘Loon’ Quantum Chip With Integrated Error Correction; Flags Major Step Toward Commercial Quantum Computing By 2030 As It Races Google, Microsoft And IonQ

REUTERS POLL-US JOB GROWTH HAS REMAINED ABOUT THE SAME SINCE GOVERNMENT SHUTDOWN STARTED, SAY 36 OF 52 ECONOMISTS, 16 SAY WORSE

REUTERS POLL-US FEDERAL RESERVE TO CUT FED FUNDS RATE BY 25 BPS TO 3.50%-3.75% RANGE ON DECEMBER 10, SAY 84 OF 105 ECONOMISTS

GOLDMAN: U.S. STOCKS TO TRAIL GLOBAL PEERS OVER NEXT DECADE Goldman Sachs strategist Peter Oppenheimer expects U.S. equities to post the weakest returns among major regions over the next 10 years, projecting 6.5% annual gains for the S&P 500. He urged investors to diversify

GOLDMAN SACHS: GLOBAL STOCKS TO RETURN 7.7% ANNUALLY OVER THE NEXT DECADE Goldman Sachs expects global equities to deliver average annual returns of 7.7% in USD over the next 10 years, close to historical norms despite high valuations. Analyst Peter Oppenheimer said returns will

TRUMP URGES ISRAELI PRESIDENT TO PARDON NETANYAHU, HERZOG’S OFFICE SAYS. Israeli President Isaac Herzog received a letter from U.S. President Donald Trump asking him to consider pardoning Prime Minister Benjamin Netanyahu, Herzog’s office said Wednesday.

IBM: UNVEILING IBM QUANTUM NIGHTHAWK, ITS MOST ADVANCED QUANTUM PROCESSOR YET

GOLDMAN DELAYS CHINA EASING TO 2026, SEES GRADUAL YUAN RISE Goldman Sachs now expects China’s next monetary easing in 2026, citing the PBOC’s focus on currency stability and reform. The bank forecasts a 10bp rate cut and 50bp reserve ratio cut in Q1 2026, another 10bp cut in Q3,

HOUSE PANEL TO SET RULES FOR FUNDING BILL DEBATE The House Rules Committee will meet at 6:30 p.m. to set terms for debating the Senate-passed bill to end the U.S. government shutdown, NBC News reported. This step is required before the bill reaches the House floor.

HOUSE DEMOCRATIC CAUCUS WILL MEET AT NOON WEDNESDAY IN WASHINGTON - PUNCHBOWL

NEWSOM: TRUMP ORDER TO OPEN CALIFORNIA TO OFFSHORE DRILLING IS DEAD ON ARRIVAL

GOVERNOR NEWSOM: CLIMATE RISK IS BECOMING INCREASINGLY UNINSURABLE

WOULD A 50-YEAR MORTGAGE MAKE HOMES MORE AFFORDABLE? The Trump administration is considering 50-year mortgages, which could lower monthly payments but sharply raise total interest costs. A $360,000 loan at 6.25% might save about $250 a month compared with a 30-year mortgage,

COINBASE CALLS OFF $2B DEAL WITH STABLECOIN STARTUP BANk

SAUDI ARABIA IS HOSTING A U.S.-SAUDI INVESTMENT SUMMIT WEDS. NOV. 19 IN WASHINGTON D.C. - CBS NEWS

AMD SEES DATA CENTER GROWTH OF MORE THAN 80% CAGR

AMD SEES "TENS OF BILLIONS'' OF DATA CENTER REVENUE IN 2027

AMD CEO LISA SU: AMD SEES DATA CENTER TOTAL MARKET WILL GROW TO $1 TRILLION BY 2030

*US MILITARY EXPLORES BUILDING BASE FOR 10,000 PEOPLE NEAR GAZA *NAVY REQUEST FOR INFORMATION DETAILS PLAN FOR POTENTIAL BASE

TRUMP ON HOUSE SHUTDOWN VOTE: I THINK THEY'LL VOTE POSITIVELY

AMD CEO LISA SU: AMD HAS $45 BILLION IN CUSTOM CHIP DESIGN REVENUE THAT WILL BEGIN IN 2026 - ANALYST DAY

U.S. STOCKS EXTEND GAINS, DOW JONES UP 1.00%

NEWSOM: TRUMP OFFSHORE OIL PLAN IS “DEAD ON ARRIVAL” IN CALIFORNIA

GOV. NEWSOM: CHINA IS FLOODING THE ZONE AND WILL DOMINATE IN NEXT GREAT GLOBAL INDUSTRY

TRUMP PRAISES JOHNSON ON SHUTDOWN END President Trump congratulated House Speaker Mike Johnson and Senate leaders for ending the government shutdown, calling it a “very big victory” during a Veterans Day speech in Arlington. The Senate has approved the spending bill, now headed

The Trump administration has declared the Consumer Financial Protection Bureau’s funding mechanism illegal, putting the agency at risk of closing when its current funds run out. The CFPB can operate through the end of 2025 but may exhaust funds in early 2026. Without new

TRUMP ADMIN DECLARES CFPB FUNDING ILLEGAL: POLITICO

TRUMP: WE ARE OPENING UP OUR COUNTRY

TRUMP GIVES REMARKS AT VETERANS DAY CEREMONY

HASSETT: INFLATION OUTLOOK 'REALLY GOOD' NEC Director Kevin Hassett told CNBC that inflation is trending positively, with recent CPI data coming in below expectations. He said momentum is moving toward the Fed’s target. On housing, the White House is exploring ways to make

U.S. NATURAL GAS FUTURES UP NEARLY 5% TO $4.55 PER MMBTU

HASSETT: LOOKING AT HOUSING, HOW TO MAKE PEOPLES' LIVES MORE AFFORDABLE

HASSETT: TRAJECTORY FOR INFLATION IS REALLY GOOD

HASSETT: HAVE BEEN TOLD SOME ECONOMIC SURVEYS NOT COMPLETED

TRUMP SAYS 50-YEAR MORTGAGES WOULD BE NO 'BIG DEAL' President Trump dismissed 50-year mortgages as only slightly helpful, saying longer loans lower monthly payments but delay equity building. He blamed home affordability issues on Biden and the Fed. Critics argue such loans

🚨 HASSETT: WILL BE BACK AT 3, 4 PCT GROWTH PACE BY EARLY NEXT YEAR -CNBC

AIR TRAFFIC CONTROLLERS MISS SECOND FULL PAYCHECK Air traffic controllers will miss their second full paycheck on Tuesday due to the ongoing shutdown. Many are struggling financially, with staffing shortages reported at 18 facilities. Federal law requires back pay once the

*ITALY'S FTSE MIB SURPASSES 2007 PEAK, HITS HIGHEST SINCE 2001

U.S. AIRLINES CANCEL MORE THAN 1,000 FLIGHTS TUESDAY FOR FIFTH DAY AS GOVERNMENT REDUCTIONS REMAIN IN PLACE

*UK SUSPENDS SOME INTELLIGENCE SHARING WITH US: CNN The UK has stopped sharing intelligence with the US on suspected drug-trafficking vessels in the Caribbean, citing concerns that recent US military strikes are illegal, sources told CNN. Britain, which has long helped identify

*UK SUSPENDS SOME INTELLIGENCE SHARING WITH US: CNN

WELLS FARGO: TIME TO TAKE TECH PROFITS Wells Fargo downgraded the tech sector to neutral, warning that sky-high valuations and bullish sentiment leave it vulnerable to disappointment. Tech stocks trade at over 46× earnings, far above the S&P 500’s 29×. Strategist Douglas Beath

GOLDMAN SACHS: U.S. LIKELY LOST 50,000 JOBS IN OCTOBER Goldman Sachs estimates U.S. nonfarm payrolls fell by about 50,000 in October—the largest drop since 2020. Its job-growth tracker slowed to 50,000 from 85,000 in September, with an additional 100,000 jobs cut due to the

$TSLA - TESLA PAY DEAL TIES MUSK’S REWARDS TO SHAREHOLDER GAINS Elon Musk’s $1 trillion Tesla pay package eases concerns he might leave to pursue other ventures and strengthens his control of the company. Truist analysts say the plan aligns with shareholder interests, as Musk

$NVDA - NVIDIA SHARES DOWN 1.9% AFTER SOFTBANK OFFLOADS REMAINDER OF ITS SHARES IN CO FOR $5.83 BLN

PRESIDENTIAL SCHEDULE — TUESDAY, NOVEMBER 11, 2025 🇺🇸 • 9:00 AM — In-town pool call time, The White House • 10:35 AM — The President departs The White House en route to Arlington National Cemetery • 11:00 AM — The President participates in a Wreath-Laying Ceremony and

DOLLAR SLIPS AHEAD OF KEY U.S. DATA RELEASES The dollar fell as lawmakers moved closer to ending the record-long government shutdown and data showed further labor market cooling. ADP estimated U.S. private employers cut about 11,000 jobs a week through Oct. 25. The Dollar Index

BESSENT NOTES 'GIGANTIC DROP' IN MORTGAGE RATES Bessent said mortgage rates have seen a “gigantic drop,” adding that the Trump administration inherited an affordability crisis and high prices. He told MSNBC that tariffs aren’t a tax on consumers, cited strong job growth from AI

CHINA WILLING TO WORK WITH US FOR STABLE GLOBAL SUPPLY CHAIN

CHINA COMMERCE MINISTRY, ON U.S. PAUSING AFFILIATE RULE: TWO SIDES WILL CONTINUE DISCUSSION ABOUT ARRANGEMENT AFTER 1-YEAR PAUSE

$TSLA - TRUIST REITERATES HOLD ON TESLA, $406 TARGET Truist Securities’ analyst William Stein reaffirmed a Hold rating and $406 price target on Tesla. He said shareholder approval of Elon Musk’s pay package removes a key risk of Musk leaving, but noted Tesla’s “physical AI”

$NVDA - NVIDIA SLIPS AS SOFTBANK SELLS $5.8B STAKE Nvidia shares edged lower after SoftBank sold its entire $5.83 billion stake in the AI chipmaker. The sale, part of a broader asset monetization push, also included some T-Mobile shares. SoftBank is shifting focus toward AI,

ADP: LATEST FOUR-WEEK DATA SUGGEST LABOR MARKET STRUGGLED TO PRODUCE JOBS CONSISTENTLY DURING 2ND HALF OF OCTOBER

U.S. LOST AVERAGE OF 11,250 PRIVATE-SECTOR JOBS IN FOUR WEEKS ENDED OCT. 25, ADP SAYS

U.S. SENATE APPROVES BILL TO END GOVERNMENT SHUTDOWN, SENDING IT TO HOUSE

*SENATE HAS ENOUGH VOTES TO PASS STOPGAP GOVERNMENT FUNDING BILL

MAJORITY OF U.S. SENATE VOTES TO PASS LEGISLATION REOPENING FEDERAL GOVERNMENT; VOTING CONTINUES

TRUMP: GOP ‘BROKE’ SCHUMER IN SHUTDOWN STANDOFF President Donald Trump told Fox News that Senate Democratic Leader Chuck Schumer “thought he could break the Republicans, but the Republicans broke him.” As Congress prepared to vote to end the government shutdown, Trump said the

TRUMP: CHINA HAS A LOT OF MISSILES, BUT WE DO TOO

LEADER THUNE HAS LOCKED IN AN AGREEMENT SO THAT THE SHUTDOWN DEAL CAN GET THROUGH THE SENATE TONIGHT

BILL TO END SHUTDOWN ON TRACK TO PASS SENATE TONIGHT

JOHNSON ON SHUTDOWN: WOULD LIKE TO VOTE AS EARLY AS WEDNESDAY

TRUMP: OVER NEXT TWO, THREE WEEKS WE WILL BE HANDING OUT NEW AIR TRAFFIC CONTROL SYSTEM

Trump: Travel will be much better than normal when the govt reopens

TRUMP: ROLEX HAS BEEN VERY NICE

*NVIDIA SHARES CLOSE WITH 5.8% GAIN, MOST SINCE APRIL

TRUMP: WE ARE WORKING WITH SWITZERLAND ON DEAL TO LOWER TARIFFS

*S&P 500 RISES 1.6% AT THE CLOSE, NASDAQ JUMPS 2.3%

TRUMP: WE WILL HIT 1.5% INFLATION PRETTY SOON

TRUMP: WE'RE MAKING A DEAL WITH INDIA, DIFFERENT TO ONE WE HAD IN THE PAST

HASSETT: CONFIDENT AIR TRAFFIC WILL NORMALIZE BY THANKSGIVING DAY

TRUMP CLAIMS $2 TRILLION AT STAKE IN TARIFF DISPUTE Donald Trump said on Truth Social that reports downplay the true cost of his proposed tariffs. He claimed opponents and foreign countries are spreading false numbers, insisting the real figure exceeds $2 trillion and warning it

TRUMP: PAY BACK NUMBERS IN TARIFF REVENUE AND INVESTMENTS WOULD BE IN EXCESS OF $2 TRILLION DOLLARS TRUMP: NATIONAL SECURITY CATASTROPHE IF PAY BACK NUMBERS ARE REALIZED

*BESSENT: ETP GUIDANCE IS CLEAR PATH TO STAKE DIGITAL ASSETS

APPLE DELAYS NEXT IPHONE AIR OVER WEAK DEMAND Apple has postponed the next iPhone Air launch from fall 2026, according to The Information. The 2025 model—designed to be thinner and lighter—traded off battery life and camera quality, leading to weaker-than-expected demand. In

BESSENT: US TREASURY AND IRS ISSUED NEW GUIDANCE ON CRYPTO ETF'S, GIVING CLEAR PATH TO STAKING & SHARING REWARDS WITH RETAIL INVESTORS

THUNE: IT IS UNCLEAR IF WE CAN VOTE TODAY

*APPLE DELAYS RELEASE OF NEXT IPHONE AIR: INFORMATION

SHUTDOWN DEAL SPARKS DEMOCRATIC FURY OVER HEALTH CARE Eight Senate Democrats’ support for the deal ending the 40-day shutdown has angered many in the party, with critics saying it offered little on health care tax credits. Progressive leaders, including Gavin Newsom, Chris

*S&P 500 CLIMBS TO SESSION HIGH, UP 1.3%

AMERICAN AIRLINES SAYS DELAYS, CANCELLATIONS DUE TO AIR TRAFFIC CONTROL STAFFING THIS WEEKEND IMPACTED 250,000 CUSTOMERS

🚨 EU EYES BANNING HUAWEI FROM MOBILE NETWORKS OF MEMBER COUNTRIES

BUFFETT SPEEDS UP ESTATE GIVING AHEAD OF ABEL’S CEO ROLE Warren Buffett is accelerating the $149B distribution of his Berkshire Hathaway estate to his children’s foundations, converting 1,800 A shares into 2.7M B shares. Greg Abel will take over as CEO next year, with Buffett

*BERKSHIRE HATHAWAY: BUFFETT TO NO LONGER WRITE ANNUAL REPORT *BERKSHIRE HATHAWAY: BUFFETT SAYS IN LETTER HE'S 'GOING QUIET'

THUNE URGES SENATORS TO QUICKLY PASS SHUTDOWN BILL Senate Majority Leader John Thune called on senators Monday to move swiftly on the shutdown-ending bill. He emphasized that unanimous approval is needed to speed the vote and urged all members, regardless of party or stance, not

JEFFRIES: SENATE DEMOCRATS WAGED 'VALIANT FIGHT' PAST 7 WEEKS

🚨*JEFFRIES: THERE ARE REASONS TO BE 'DEEPLY SKEPTICAL' OF GOP

🚨 *JEFFRIES SAYS SCHUMER IS EFFECTIVE, SHOULD KEEP HIS JOB

🚨 JEFFRIES: WILL CONTINUE TO FIGHT TO EXTEND ACA TAX CREDITS

🚨 *SWISS SAID TO BE CLOSE TO AGREEING 15% TARIFF DEAL WITH THE US

🚨 *JOHNSON TOLD REPUBLICANS HOPING FOR WEDNESDAY STOPGAP VOTE: WSJ

$BA - *BOEING: OFFERING A RATIFICATION BONUS OF $6,000

TRUMP MEETING WITH SYRIA'S SHARAA HAS BEGUN -WHITE HOUSE OFFICIAL

THUNE SAYS I EXPECT TRUMP WILL SIGN SENATE'S STOPGAP FUNDING BILL

MICHAEL BURRY WARNS OF ‘EARNINGS FRAUD’ FROM EXTENDED ASSET LIVES “The Big Short” investor Michael Burry accused major tech firms of inflating profits by extending the useful life of equipment. He said hyperscalers’ Nvidia-driven spending should shorten, not lengthen,

🚨 *THUNE: VOTING ON STOPGAP PACKAGE IN THE VERY NEAR FUTURE

🚨 *THUNE: HOPING STOPGAP FUNDING VOTE WILL BE WITHIN HOURS

JOHNSON RECALLS HOUSE AS SENATE MOVES TO END SHUTDOWN' House Speaker Mike Johnson called lawmakers back to Washington after the Senate passed a short-term funding bill 60–40 to end the 41-day shutdown. He said the House will vote within 36 hours and praised bipartisan support,

THE ACTION IN THE SENATE IS A POSITIVE DEVELOPMENT AND WE LOOK FORWARD TO SEEING IT PROGRESS -WHITE HOUSE OFFICIAL

MIRAN: 50 BPS CUT APPROPRIATE FOR DECEMBER, 25 BPS AT A MINIMUM

HOUSE FREEDOM CAUCUS CHAIR IS A PROBABLE YES ON STOPGAP - FOX NEWS

FED'S MIRAN: POTENTIAL END TO GOVERNMENT SHUTDOWN DOESN'T CHANGE OUTLOOK MUCH

US AIR TRAFFIC CONTROLLERS' UNION SAYS SHUTDOWN MUST END: 'ENOUGH IS ENOUGH

🚨TRUMP ANNOUNCES PLAN TO USE TARIFF REVENUE TO CUT NATIONAL DEBT President Trump said that any funds remaining after issuing $2,000 payments to low- and middle-income Americans—funded by tariff income from foreign countries—will go toward reducing the national debt. “All money

TRUMP SAYS TARIFF REVENUE WILL FUND $2,000 PAYMENTS AND CUT NATIONAL DEBT TRUMP VOWS TO USE TARIFF INCOME SURPLUS TO PAY DOWN U.S. DEBT

TRUMP: EXTRA TARIFF FUNDS AFTER $2,000 PAYMENTS WILL REDUCE NATIONAL DEBT

UNITED AIRLINES AND DELTA AIR LINES OFFERING FLIGHT ATTENDANTS EXTRA PAY TO PICK UP FLIGHTS - CNBC

DONALD TRUMP'S LAWYERS DEMAND BBC RETRACT 'PANORAMA' DOCUMENTARY BY NOV. 14 OR FACE LEGAL ACTION - LETTER

🚨 TRUMP SAYS WILL DOCK AIR TRAFFIC CONTROLLERS WHO DO NOT GO BACK TO WORK

TRUMP: BONUS OF $10,000 FOR AIR TRAFFIC CONTROLLERS WHO DIDNT TAKE TIME OFF

TRUMP: AIR TRAFFIC CONTROLLERS MUST GET BACK TO WORK NOW

TRUMP ADMINISTRATION TELLS U.S. SUPREME COURT IT CONTINUES TO SEEK HALT OF JUDGE'S ORDER THAT REQUIRED IT TO FULLY FUND FOOD AID THIS MONTH FOR 42 MILLION AMERICANS

🚨 *SPEAKER JOHNSON SAYS HE THINKS HE HAS VOTES TO PASS STOPGAP

*JOHNSON TELLS HOUSE MEMBERS TO BEGIN RETURNING TO WASHINGTON

*JOHNSON: WILL CALL HOUSE TO RETURN TO DC WHEN SENATE'S DONE

🚨 JOHNSON SAYS HE WANTS A VOTE 'AS SOON AS POSSIBLE' IN HOUSE ON PASSING BILL TO REOPEN GOV'T

JOHNSON SAYS SENATE VOTE ON SUNDAY OPENED THE DOOR TO THE GOVERNMENT REOPENING

AI RISKS WORRY BUSINESSES, SURVEY FINDS About one-third of companies see an AI-driven tech downturn as a top global economic risk, according to Oxford Economics. Yet nearly a quarter view AI-powered productivity gains as the main potential driver of future growth.

MUSALEM: STOCK PRICES, HOUSE PRICES ARE ELEVATED

MUSALEM: LIMITED ROOM TO EASE POLICY FURTHER MUSALEM: MONETARY POLICY IS CLOSER TO NEUTRAL THAN MODESTLY RESTRICTIVE

MUSALEM: COMPANIES SELLING TO CONSUMERS HAVING MORE DIFFICULTY PASSING ON HIGHER PRICES

*MUSALEM: LOWER-INCOME FOLKS ARE TAKING ON MORE CREDIT-CARD DEBT

U.S. STOCKS EXTEND GAINS, NASDAQ UP 2.00 PCT

MUSALEM: INFLATION CLOSER TO 3% THAN TO 2% TARGET

🚨 *SUPREME COURT REJECTS BID TO OVERTURN SAME-SEX MARRIAGE RIGHTS

$TSLA - TESLA SHARES RISE 2.6% AFTER DECLINES IN PRIOR TWO SESSIONS

*S&P 500 RISES 1% AT THE OPEN, NASDAQ RISES 1.6%

WHEN WILL DELAYED ECONOMIC DATA BE RELEASED AFTER THE SHUTDOWN? Once the government reopens, federal agencies will rush to release six weeks of delayed reports. The September jobs report—originally due Oct. 3—should come out within days, offering a key look at the late-summer

INDIA: HIGH ALERT DECLARED IN INDIAN CAPITAL OF NEW DELHI AFTER EXPLOSION, TV SAYS

$COIN - COINBASE TO LAUNCH TOKEN OFFERING PLATFORM Coinbase will roll out a platform to sell new digital tokens before they list on its exchange. One token offering will be held monthly, with an algorithm allocating tokens among registered investors. Bidding will occur over a

US REMOVES ARROW CHINA ELECTRONICS TRADING FROM ENTITY LIST

$NVDA - WALL STREET: CHINA CURBS ‘IRRELEVANT’ FOR NVIDIA STOCK Analysts at Wolfe Research, Bank of America, and Citi remain bullish on Nvidia, saying China export restrictions won’t affect near-term earnings. Wolfe sees about $300 billion in 2026 chip revenue and ~$8 EPS,

DALY: ASSET VALUATIONS REFLECT HIGHER PRODUCTIVITY EXPECTATIONS, WHETHER AI ENDS UP TO BE TRANSFORMATIVE OR NOT

DALY: RATE CUT SO FAR HAS SUPPORTED LABOR MARKET, KEEPS DOWNWARD PRESSURE ON INFLATION

DALY: INFLATION HAS BEEN PRETTY CONTAINED IN GOODS PRICES

Coinbase to launch token sales platform for retail investors and issuers - WSJ $COIN

U.S. Retail Traders Can Participate in Token Sales for the First Time Since 2018 Blockchain Startup Monad to Become First Project to Offer Token Through Platform

$COIN - COINBASE TO LAUNCH TOKEN SALES PLATFORM FOR RETAIL INVESTORS, ISSUERS

BBC TV SAYS BBC HAS RECEIVED LETTER FROM US PRESIDENT TRUMP THREATENING LEGAL ACTION

UBS SEES S&P 500 HITTING 7,500 IN 2026 ON EARNINGS STRENGTH UBS expects the S&P 500 to reach 7,500 next year, driven by 14% earnings growth, nearly half from tech. The bank sees early economic softness giving way to stronger global growth later in 2026. U.S. stocks are forecast

🚨 JOHNSON EXPECTS HOUSE BACK EARLY THIS WEEK: FOX NEWS REPORTER

SPOT GOLD BREAKS ABOVE $4,100/OZ FOR FIRST TIME SINCE OCT 27

STRATEGY BUYS 487 BITCOIN FOR AGGREGATE PURCHASE PRICE $49.9M

CHINA COMMERCE MINISTRY: LOOK FORWARD TO US CONTINUING TO WORK WITH CHINA CHINA COMMERCE MINISTRY: TO INJECT 'MORE CERTAINTY, STABILITY' INTO TIES WITH US

$NVDA - NVIDIA URGES TSMC TO BOOST BLACKWELL 3NM WAFER OUTPUT BY 50% Nvidia has asked TSMC to raise 3nm wafer production for its Blackwell chips by up to 50%, from about 100–110k to around 160k wafers per month — an increase of roughly 35k. CEO Jensen Huang said demand is

*USTR: SUSPENSION OF 301 PROBE ON CHINA'S SHIPBUILDING SECTOR *USTR: ACTION WILL BE SUSPENDED FOR ONE YEAR *USTR: US WILL NEGOTIATE WITH CHINA ON ISSUES RAISED IN PROBE

USTR: TODAY OFFICE OF USTR ANNOUNCED SUSPENSION OF ACTION IN SECTION 301 INVESTIGATION OF CHINA’S TARGETING OF MARITIME, LOGISTICS, AND SHIPBUILDING SECTORS FOR DOMINANCE USTR: ACTION WILL BE SUSPENDED FOR ONE YEAR, AND AS OF 12:01 A.M. EASTERN STANDARD TIME ON NOVEMBER 10, 2025

U.S. SURPASSES 10,000 FLIGHT DELAYS SUNDAY IN SINGLE WORST AVIATION DAY SINCE SHUTDOWN BEGAN

U.S. 10-YEAR TREASURY YIELD UP 3.5 BASIS POINTS TO 4.1278%

Tesla Shareholders Approve New Elon Musk Pay Package With Nearly 1.9B Votes In Favor; 1.06B Votes Back Potential Investment In xAI, While 473M Abstain $TSLA

Beyond Meat Files Late 10-Q With SEC, Says Material Weakness Found In Internal Controls Over Financial Reporting As Of September 27 $BYND

Salesforce To Acquire Spindle AI In Deal Expected To Close In Q4 FY26, Expanding Company’s AI Capabilities And Integrating Advanced Automation Tools Into Its Platform $CRM

Rivian Awards CEO RJ Scaringe Option To Buy Up To 36.5M Shares, Doubles Base Salary To $2M; Subsidiary Mind Robotics Grants 10% Economic Interest And 1M Common Units As Part Of Expanded Compensation Package $RIVN

Trump Orders DOJ To Investigate Meatpacking Companies Over Alleged Collusion And Beef Price Manipulation $TSN $PPC

DEUTSCHE BANK EXPECTS FED TO START GROWING BALANCE SHEET IN 1Q

TRUMP SAYS NOT WORRIED ABOUT AN AI BUBBLE

US FLIGHT CUTS COULD REACH 20% IF SITUATION WORSENS, DUFFY SAYS

TRUMP SAYS HE DOESN'T KNOW HOW LONG THE SHUTDOWN WILL LAST

TRUMP: IT'S UP TO DEMOCRATS HOW LONG SHUTDOWN WILL LAST

TRUMP: INFLATION IS AT A PERFECT NUMBER

TRUMP: WE AGREE THAT WAR IN UKRAINE WILL END IN NOT TOO DISTANT FUTURE

TRUMP: WOULD LIKE TO KEEP MEETING WITH RUSSIA'S PUTIN IN BUDAPEST

TRUMP: BASIC DISPUTE WITH RUSSIA IS THEY DON'T WANT TO STOP WAR IN UKRAINE.

TRUMP: WE ARE TALKING ABOUT MEETINGS WITH PUTIN

TRUMP: LOOKING AT EXEMPTION FOR HUNGARY FROM SANCTIONS ON RUSSIAN OIL

U.S. IMPORTS FORECAST TO FALL THROUGH EARLY 2026 -- WSJ

TURKEY PROSECUTOR ISSUES ARREST WARRANT FOR ISRAEL PM NETANYAHU

TRUMP: WILL TALK TRADE, ENERGY, UKRAINE WITH HUNGARY'S ORBAN

ISTANBUL'S PROSECUTOR GENERAL'S OFFICE HAS ISSUED AN ARREST WARRANT FOR NETANYAHU AND A NUMBER OF OTHER ISRAELI OFFICIALS ON CHARGES OF GENOCIDE IN THE GAZA STRIP - STATEMENT

THUNE: POSSIBLE VOTE ON BILL TO PAY SOME FEDERAL WORKERS TODAY

PAKISTAN DEFENCE MINISTER TO GEO NEWS: ISTANBUL TALKS WITH AFGHANISTAN HAVE COLLAPSED

Meta Commits Over $600B To U.S. Infrastructure, AI Data Centers, And Workforce Expansion Through 2028 $META

META: INVESTING $600 BILLION IN AMERICAN INFRASTRUCTURE AND JOBS, INCLUDING INDUSTRY-LEADING AI DATA CENTERS.

NASDAQ 100 EXTENDS DROP TO 2%

TESLA SHARES EXTEND LOSSES, LAST DOWN 5.4%

CORNELL REACHES DEAL WITH TRUMP ADMINISTRATION TO RESTORE RESEARCH FUNDS-NYT

CBOE VOLATILITY INDEX HITS THREE-WEEK HIGH, LAST UP 2.56 POINTS AT 22.06

SPOT GOLD RISES NEARLY 1% TO $4,016.68/OZ

*BESSENT: 'ALL HANDS ON DECK' TO END CHINA GRIP ON RARE EARTHS

American Airlines CEO Warns Flight Reductions Could Become ‘Problematic’ As Carrier Manages 4% Cut; 12K Passengers Affected By Friday’s FAA-Mandated Cancellations $AAL

AMERICAN AIRLINES SAYS 12,000 CUSTOMERS HAD FLIGHTS CANCELED FRIDAY UNDER FAA REQUIRED REDUCTIONS

RUSSELL 2000 INDEX HITS OVER SEVEN-WEEK LOW, LAST DOWN 1.2%

BILLIONAIRE BILL GATES' FOUNDATION TO INVEST $1.4 BILLION OVER NEXT FOUR YEARS TO HELP FARMERS ADAPT TO EXTREME WEATHER, CEO SAYS INVESTMENTS WILL HELP FARMERS IN SUB-SAHARAN AFRICA, ASIA ACCESS TECHNOLOGIES TO BUILD RESILIENCE, CEO SAYS

DUFFY SAYS USDOT DECIDED NOT TO DO 10% IMMEDIATE REDUCTION BECAUSE THAT COULD HAVE BEEN MORE DISRUPTIVE

U.S. ARMY TO BUY AT LEAST 1 MILLION DRONES IN NEXT 2-3 YEARS, ARMY SECRETARY DRISCOLL TELLS REUTERS U.S. ARMY TO ACQUIRE ANYWHERE FROM 500,000 DRONES TO MILLIONS OF DRONES ANNUALLY IN YEARS THAT FOLLOW, DRISCOLL SAYS

A PLAN TO END THE SHUTDOWN: POLITICO Senate Majority Leader John Thune plans to bring up the House-passed funding bill and amend it with a new January expiration date and three full-year spending bills, hoping to pressure Democrats into ending the shutdown. Democrats, buoyed by

BLOOMBERG DOLLAR SPOT INDEX FALLS TO DAILY LOW AFTER UMICH

*UMICH PRELIM NOV. CONSUMER SENTIMENT FALLS TO 50.3; EST. 53

THUNE: I'M WILLING TO GIVE DEMOCRATS ALL THE THINGS THEY WANT

BESSENT: ON OUR WAY TO SOLVING CHINA'S CHOKEHOLD ON RARE EARTHS

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00%

INTEL SHARES UP 2.1% AFTER ELON MUSK SAYS WORTH HAVING DISCUSSIONS WITH CO

POLYMARKET VOLUME SIGNIFICANTLY INFLATED BY 'ARTIFICIAL' ACTIVITY, PER COLUMBIA RESEARCHERS - BBG

TESLA SHARES FALL 3.6% TO TWO-WEEK LOW AFTER SHAREHOLDERS APPROVE ELON MUSK'S PAY PLAN

SENATE CONSIDERS REVISED PLAN TO END GOVERNMENT SHUTDOWN Senate Majority Leader John Thune (R., S.D.) told Senate Republicans Thursday that they should expect to vote on a new proposal Friday aiming to end the government shutdown, according to people familiar with the plan, in

HASSETT: SHUTDOWN WORSE THAN EXPECTED NEC Director Kevin Hassett said the government shutdown hurt the economy “much worse than expected” and may have caused lasting damage. He expects the impact in Q4 GDP, but still predicts up to 4% growth next year. Hassett also criticized

TRUMP: ‘GLAD TO SEE THE STENCH OF NANCY PELOSI GO’ President Donald Trump on Friday welcomed news that former House Speaker Nancy Pelosi will not seek reelection in 2026, saying he’s “glad to see the stench of Nancy Pelosi go.” In a Truth Social post, Trump called Pelosi “a

Opendoor Technologies Files To Offer Up To 180.6M Shares Of Common Stock According To SEC Filing $OPEN

HASSETT: SHUTDOWN HIT ECONOMY HARDER THAN EXPECTED Kevin Hassett said Friday that the government shutdown hurt the economy “much worse than expected” and may have caused lasting damage to federal operations. He noted the impact will likely show up in fourth-quarter GDP data but

NUSCALE POWER CORP - ENTERS SALES AGREEMENT FOR UP TO $750 MLN OF CLASS A COMMON STOCK - SEC FILING $SMR

Trump Media & Technology Q3 Net Loss $54.8M; Ends Quarter With $3.1B In Financial Assets And $28.7M Total Income From Bitcoin-Linked Option Premiums And Interest; Says Positive SPAC Litigation Resolution Could Boost Future Results $DJT

TRUMP ON TRUTH SOCIAL REITERATES CALL TO END FILIBUSTER IN SENATE

📅 FRIDAY, NOVEMBER 7, 2025 — THE PRESIDENT’S PUBLIC SCHEDULE 9:00 AM – In-Town Pool Call Time 📍 The White House 11:30 AM – The President greets the Prime Minister of Hungary 📍 The White House — Stakeout Location, Open Press 11:45 AM – Bilateral Lunch with the Prime Minister

U.S. OCTOBER NONFARM PAYROLLS REPORT MISSED AGAIN AS SHUTDOWN HALTS LABOR DEPT RELEASE

HASSETT: U.S. SHUTDOWN MAY HAVE LONG-RUN HARM TO EFFICIENT GOVERNMENT-FOX BUSINESS

U.S. TO BLOCK NVIDIA’S SALE OF SCALED-BACK AI CHIPS TO CHINA- THE INFORMATION

TESLA 2025 ANNUAL SHAREHOLDER MEETING ENDS $TSLA

Musk: Maybe SpaceX should become public company Billionaire entrepreneur Elon Musk said that SpaceX "maybe at some point should" become a public company, "despite all the downsides of being public."

U.S. SENATE BLOCKS MEASURE BARRING TRUMP FROM LAUNCHING WAR ON VENEZUELA, VOTING CONTINUES

TESLA CEO MUSK SAYS ASPIRATIONALLY, WE'D AIM TO INCREASE VEHICLE PRODUCTION BY ABOUT 50% BY THE END OF NEXT YEAR

TESLA CEO MUSK SAYS ASPIRATIONALLY, WE'D AIM TO INCREASE VEHICLE PRODUCTION BY ABOUT 50% BY THE END OF NEXT YEAR $TSLA

Tesla CEO Elon Musk Says Cybercab Production To Begin In April; Plans Massive Chip Factory With TSMC Samsung And Possibly Intel As Partners For Global Production $TSLA $INTC $TSM

U.S. JUSTICE DEPT IS SAID TO BE INVESTIGATING D.C. MAYOR OVER FOREIGN TRIP - NYT

*MUSK: OPTIMUS WILL ELIMINATE POVERTY

MUSK: I THINK OPTIMUS WILL BE THE BIGGEST PRODUCT OF ALL TIME, BY FAR

*BANK RESERVES RISE FIRST TIME IN FOUR WEEKS TO $2.85 TRILLION

TESLA SAYS OVER 75% OF SHAREHOLDERS APPROVE ELON MUSK'S 2025 INCENTIVE PLAN

Tesla Shareholders Approve Elon Musk’s $878B Pay Package And Reelect Directors Ira Ehrenpreis Joe Gebbia And Kathleen Wilson-Thompson At 2025 Annual Meeting $TSLA

*TSLA BOARD APPROVES MUSK PAY PACKAGE

Boeing And Somon Air Announce Commitment For Up To 14 Jets Including Four 787-9 Dreamliners And Ten 737-8s To Expand Intercontinental Routes From Tajikistan $BA

Northrop Grumman Names John Greene CFO Effective Jan 7 2026; Crews To Transition To Advisory Role As Company Reaffirms 2025 Guidance And 2026 Outlook $NOC

TESLA 2025 ANNUAL SHAREHOLDER MEETING BEGINS

Sweetgreen Sells Robotic Kitchen Unit Spyce To Wonder In $186M Deal Including $100M Cash And $86M In Preferred Stock $SG

Joby Aviation Signs $250M Deal With Alatau Advance Air Group To Supply Aircraft And Services For Kazakhstan’s First Air Taxi Network; Agreement Includes Access To Critical Materials $JOBY

BESSENT: TRUMP HAS BEEN CLEAR THAT THE WAR MUST END IMMEDIATELY. AS LONG AS PUTIN CONTINUES THE SENSELESS KILLINGS, THE KREMLIN’S PUPPET, GUNVOR, WILL NEVER GET A LICENSE TO OPERATE AND PROFIT

*US MONEY-MARKET FUND ASSETS HIT RECORD $7.53 TRILLION AT ICI

U.S. SUPREME COURT ALLOWS TRUMP ADMINISTRATION TO ENFORCE PASSPORT POLICY TARGETING TRANSGENDER PEOPLE

*GOODRX WON'T BE PARTNERING WITH TRUMPRX: CBS *GOODRX SHARES QUICKLY EXTEND DROP, DOWN AS MUCH AS 10%

$UAL just cancelled my flight on saturday smh

TRUMP ADMINISTRATION TO ANNOUNCE AS SOON AS THURSDAY DEALS TO SELL UP TO COMBINED 37 BOEING PLANES TO KAZAKH, TAJIK, UZBEK AIRLINES -STATEMENT

Novo Nordisk’s CagriSema Shows 70% Drop In Inflammatory Marker, Significant Blood Pressure Reduction, And Lower Heart Disease Risk In New ObesityWeek® Data $NVO

*FORD CONSIDERS SCRAPPING ELECTRIC VERSION OF F-150 TRUCK: WSJ

*ALTMAN: DON'T HAVE GOVERNMENT GUARANTEES FOR OPENAI DATACENTERS

SENATOR WARREN CONFIRMS JPMORGAN BOUGHT ARGENTINE PESOS FOR US TREASURY

WASHINGTON POST SAYS IT IS AMONG VICTIMS OF CYBER BREACH TIED TO ORACLE SOFTWARE

TRUMP: WILL NEED A GAME TWO PLAN IF SUPREME COURT CASE ON TARIFFS DOESN'T GO WELL

*TRUMP: NO NEW TARIFF ANNOUNCEMENTS COMING

Trump: won’t discuss plan b if lose tariffs case

TRUMP ADMINISTRATION NOW WEIGHING A 4% CUT IN FLIGHTS STARTING FRIDAY -CNN

US ADDS SILVER AND COPPER TO ‘CRITICAL MINERALS’ LIST The US Department of the Interior has added copper, silver and metallurgical coal to its list of “critical minerals”, increasing the likelihood that these materials could be included in future tariff policies.

$NVDA - NVIDIA FACES BIGGEST VALUE DROP SINCE DEEPSEEK SELLOFF Nvidia has lost about $440 billion in market value since Monday, its steepest three-day decline since January’s DeepSeek-driven selloff. The stock is down nearly 9% this week, though it remains up about 41% for the

MIRAN: DON'T NEED 75 BASIS POINT CUT, DON'T NEED TO MAKE UP FOR LOST GROUND ON CUTS

FED'S MIRAN: I EXPECT WE WILL CUT IN DECEMBER MIRAN: I WANT TO GET TO NEUTRAL IN 50 BASIS-POINT INCREMENTS; A LOT OF MY COLLEAGUES WANT 25 BPS INCREMENTS

KAZAKHSTAN TO JOIN ABRAHAM ACCORDS -AXIOS

SPACEX BUYS MORE ECHOSTAR SPECTRUM TO EXPAND MOBILE PUSH SpaceX will buy $2.6 billion in spectrum licenses from EchoStar, adding to a $17 billion deal earlier this year. The purchase boosts SpaceX’s mobile ambitions and gives EchoStar a SpaceX stake worth over $11 billion. The

FED'S HAMMACK: STABLECOINS ARE AN EXCITING NEW TECHNOLOGY

🚨 TRUMP PHARMA EVENT INTERRUPTED AFTER ATTENDEE FALLS DOWN

🚨 FED'S HAMMACK: AI BOOM COULD MIRROR WHAT HAPPENED WITH INTERNET BUILD OUT

🚨TRUMP WARNS SUPREME COURT TARIFF RULING COULD BE "DEVASTATING" President Donald Trump said Thursday that a negative Supreme Court decision on the tariff case would be "devastating" for the U.S., highlighting the importance of tariffs and noting that U.S. investments could

FED'S HAMMACK: 'A LITTLE BIT NERVOUS' ABOUT CURRENT POLICY GIVEN INFLATION FED'S HAMMACK: I WOULD NOT WANT TO CUT RATES INTO ACCOMMODATIVE TERRITORY

WILLIAMS: THERE WILL SOME ISSUES WITH AI REGARDING LABOR MARKETS

WITKOFF SAYS WILL ANNOUNCE ANOTHER COUNTRY ENTERING THE ABRAHAM ACCORDS ON THURSDAY NIGHT

KENNEDY: ABOUT TO ANNOUNCE DIETARY GUIDELINES THAT WILL CHANGE AMERICA'S FOOD CULTURE

Trump Administration Announces Drug Pricing Deals With Eli Lilly & Novo Nordisk; GLP-1s Cut To $245/Month For Medicare & Medicaid, $350→$250 For DTC; Lilly, Novo Commit To $10B+ U.S. Investments, MFN Pricing On Future Launches $LLY $NVO

TRUMP: ELI LILLY TO INVEST $27B, NOVO NORDISK TO INVEST $10B IN U.S.

Trump: Negative Supreme Court Decision on Tariffs Would Be 'Devastating for Country'

TRUMP: MANY WIDELY USED DRUGS ARE TO BE SOLD AT A 60% DISCOUNT

WILLIAMS: PEOPLE DON'T LIKE HIGH INFLATION

🚨 KALSHI AND GOOGLE FINANCE PARTNER TO ADD PREDICTION MARKETS

*LILLY, NOVO GLP-1 FIRST ORAL DOSE PRICED AT $149 ON TRUMPRX

*ELI LILLY, NOVO NORDISK GET 3-YEAR US TARIFF REPRIEVE

*US, ELI LILLY, NOVO NORDISK ANNOUNCE DEAL TO CUT GLP-1 PRICES

SENIOR TRUMP ADMINISTRATION OFFICIALS: ALL FUTURE ELI LILLY, NOVO NORDISK DRUG LAUNCHES ACROSS ALL OF COMMERCIAL, MEDICARE, MEDICAID AND CASH MARKETS WILL BE AT MFN PRICING

SENIOR TRUMP ADMINISTRATION OFFICIALS: NEARLY ALL PRIMARY CARE DRUGS WILL BE AVAILABLE AT U.S. NET PRICES AND IN MANY CASES MOST FAVORED NATION PRICES ON TRUMP RX WHEN IT LAUNCHES IN EARLY 2026

*THERE WILL BE NO FEDERAL BAILOUT FOR AI: TRUMP AI OFFICIAL ON X

DIMON SAYS IT IS BETTER TO PLAY IN STABLECOIN THAN MISS THE OPPORTUNITY

• Trump Urges GOP to End Filibuster Before Democrats Can • Trump: Republicans Should Kill the Filibuster “Now” • Trump Warns Democrats Would End Filibuster ‘in the First Hour’ if in Power • Trump Calls for Immediate End to Filibuster, Predicts ‘Greatest Three Years in

DIMON SAYS DONT KNOW HOW STABLECOINS WILL PLAY OUT

BARR SAYS WEAK HIRING IN SOME INDUSTRIES MAY BE LINKED TO AI

FED'S BARR: BIG GAP IN ECONOMY RIGHT NOW BETWEEN UPPER 40% AND EVERYONE ELSE

WILLIAMS: MODEL-BASED US NEUTRAL RATE ESTIMATES ARE AROUND 1%

FED'S BARR: I SEE A TWO-SPEED ECONOMY, WITH WEALTHIER HOUSEHOLDS THRIVING

*FED'S WILLIAMS: NATURAL RATE OF INTEREST IS HARD TO PIN DOWN

US POSTS IN A REGISTER ORDER CUTTING CHINA FENTANYL TARIFF TO 10%

UBS TO LIQUIDATE FUNDS WITH SUBSTANTIAL FIRST BRANDS EXPOSURE - FT

$MTSR - NOVO NORDISK AGAIN RAISES BID IN TAKEOVER FIGHT FOR METSERA - FT

MIKE JOHNSON SAYS HE IS LESS OPTIMISTIC ABOUT SHUTDOWN ENDING

S&P 500 FALLS 1% TO SESSION LOW; NASDAQ 100 DROPS 1.7%

CBOE VOLATILITY INDEX ABOVE 20.0

$ELF down nearly 34% 🫡

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.01%

UPSTART ANNOUNCES $1.5B FORWARD-FLOW AGREEMENT WITH CASTLELAKE $UPST

JPMORGAN: BITCOIN NOW LOOKS CHEAP VS. GOLD AFTER FUTURES SELL-OFF JPMorgan strategist Nikolaos Panigirtzoglou said bitcoin’s sharp drop — over 20% in October after peaking at $126,000 — was driven by heavy deleveraging in futures and fallout from a $128 million crypto theft.

DRAFTKINGS SHARES RISE 3.3% AFTER NEW SPORTS-BETTING DEAL WITH ESPN $DKNG

U.S. JUDGE APPROVES JUSTICE DEPARTMENT REQUEST TO DISMISS CRIMINAL CASE AGAINST BOEING -- COURT FILING $BA

🚨 TRUMP MAY HAVE TO REFUND TARIFFS — THESE STOCKS COULD BENEFIT Wells Fargo said companies hit hardest by the tariffs could gain the most, including Caterpillar, Nike, Five Below, Best Buy, and Gap. Caterpillar fell sharply during past tariff flare-ups but is now up 57% year to

*US DISMISSES BOEING CRIMINAL CHARGE OVER 737 MAX JET CRASHES

U.S. HAS NO CURRENT PLANS OR LEGAL BASIS TO STRIKE VENEZUELA, OFFICIALS TELL CONGRESS Trump administration officials told lawmakers Wednesday that the U.S. is not planning military strikes inside Venezuela and currently lacks a legal justification to do so, according to sources

🚨 TRUMP ADMIN CURRENTLY NO PLANS TO STRIKE VENEZUELA: CNN

CATHIE WOOD CUTS BITCOIN BULL CASE ON STABLECOIN GROWTH Ark Invest’s Cathie Wood has lowered her most bullish bitcoin forecast, citing the rapid rise of stablecoins. She now sees bitcoin reaching $1.2 million by 2030, down from $1.5 million, as stablecoins take on roles she once

U.S. S&P 500 E-MINI FUTURES DOWN 0.01%, NASDAQ 100 FUTURES DOWN 0.08%, DOW FUTURES DOWN 0.04%

🚨 U.S. ANNOUNCES CHANGES IN RECIPROCAL TARIFF RATES WITH CHINA AFTER AGREEMENT -FEDERAL REGISTER

*IDF: CURRENTLY STRIKING HEZBOLLAH TARGETS IN SOUTH LEBANON

NANCY PELOSI SAYS SHE WILL NOT RUN FOR RE-ELECTION IN 2026

FEDERAL AVIATION ADMINISTRATION WORKING TO HAMMER OUT DETAILS OF FLIGHT CUTS SET TO START TOMORROW -- SOURCES

GOOLSBEE: LEAN MORE TO WHEN IT'S FOGGY LETS BE CAREFUL, SLOW DOWN

GOOLSBEE: NOT HAWKISH ON RATES GOOLSBEE: SETTLING POINT FOR RATES WILL BE FAIR BELOW WHERE IT IS TODAY

GOOLSBEE: FOR DATA TO GO DARK RIGHT AT THE MOMENT WE SAW SERVICES INFLATION RISING IS UNCOMFORTABLE

*GOOLSBEE: MORE UNEASY ABOUT RATE CUTS WITHOUT INFLATION DATA

GOOLSBEE: A LITTLE DOWNSIDE RISK TO LABOR MARKET

GOOLSBEE: SHOULD BE CAREFUL TAKING PAYROLL JOB NUMBER DROP AS AN INDICATOR OF JOB MARKET

🚨 TRUMP TO ANNOUNCE DEAL TO CUT WEIGHT-LOSS DRUG PRICES President Trump is set to announce a deal Thursday at 11 a.m. to lower the cost of certain weight-loss drugs, sources told CBS News. The agreement with Eli Lilly and Novo Nordisk would reduce prices for some obesity

ISRAELI MILITARY WARNS RESIDENTS OF THREE VILLAGES IN SOUTHERN LEBANON, SAY WILL ATTACK HEZBOLLAH INFRASTRUCTURE

$LLY - THE DEAL, WITH ELI LILLY AND NOVO NORDISK OFFICIALS, IS EXPECTED TO LOWER THE PRICE OF OBESITY DRUGS TO $149 PER MONTH IN CERTAIN CASE - CBS

🚨 TRUMP TO ANNOUNCE DEAL TO LOWER WEIGHT LOSS DRUG PRICES IN SOME CASES - CBS NEWS

📅 PRESIDENT’S SCHEDULE — THURSDAY, NOVEMBER 6, 2025 • 9:00 AM: In-town pool call time • 11:00 AM: The President makes an announcement — Oval Office (White House Press Pool) • 6:00 PM: Multilateral meetings with Central Asian countries — Oval Office (Closed Press) • 7:00

GREER: TRUMP NEVER PURPORTED TO HAVE UNLIMITED TARIFF AUTHORITY

🚨 GREER: MIGHT GET SUPREME COURT TARIFF RULING BEFORE END OF YEAR

GOOGLE’S ROLLING OUT ITS MOST POWERFUL AI CHIP IRONWOOD, WIDELY AVAILABLE IN THE COMING WEEKS - CNBC GOOGLE: IRONWOOD, OUR SEVENTH GENERATION TPU, WILL BE GENERALLY AVAILABLE IN THE COMING WEEKS - WEBSITE

USTR GREER ON TRADE: DEPENDING ON SUPREME COURT DECISION, PLAINTIFFS COULD GET A REFUND IN SOME SITUATIONS

S&P 500, NASDAQ 100 INDEX FUTURES EXTEND CLIMB TO SESSION HIGHS

RETAIL INVESTORS TO KEEP LIFTING STOCKS, JPMORGAN SAYS Retail inflows should continue to support equities into year-end, JPMorgan says, citing strong seasonal trends. The S&P 500 has risen for six straight months and hit 36 record highs, driven by AI-linked tech stocks.

U.S.-Based Employers Announced 153,074 Job Cuts in October, Up 175% -- Challenger Gray Challenger Gray: October U.S. Job Cuts Highest For Month Since October 2003 Challenger Gray: Employers Cite Cost-Cutting, AI in October Job Cuts

*BOE LEAVES KEY RATE AT 4%; EST. 4.00%

EU WARNS IT LACKS NEAR-TERM POWER TO SWAY CHINA ON RARE EARTHS

SPOT GOLD ROSE OVER 1% INTRADAY

U.S. TRANSPORTATION DEPARTMENT TO START FLIGHT CUTS AT 4% FRIDAY, RISING TO 10% NEXT WEEK - SOURCES

TRUMP TO MAKE AN ANNOUNCEMENT 11AM THURSDAY: WHITE HOUSE

LYFT AND UNITED TEAM UP TO OFFER TRAVELERS NEW REWARDS AND EXPERIENCES $LYFT

PFIZER PREPS IMPROVED OFFER IN METSERA BIDDING WAR - WSJ $PFE $NVO $MTSR

TRUMP’S NASA PICK JARED ISAACMAN HAS PROPOSED TO LAUNCH AN UNCREWED MISSION TO MARS AS EARLY AS NEXT YEAR

NVIDIA’S HUANG: CHINA WILL SURPASS US IN AI RACE Nvidia CEO Jensen Huang told the Financial Times that China will overtake the US in artificial intelligence, citing lower energy costs and fewer regulations. He said Chinese tech firms benefit from government energy subsidies that

Novo Nordisk Says Wegovy Users Hit Key Waist & BMI Targets; STEP UP Trial Shows 21% Average Weight Loss Tied To Lower Obesity-Related Health Risks $NVO

BESSENT: NOT GOING TO DISCUSS PLAN B FOR TARIFFS RIGHT NOW

*US MAY CUT AIR TRAFFIC 10% BY FRIDAY IF NO SHUTDOWN DEAL

U.S. TRANSPORTATION DEPARTMENT ANNOUNCES MANDATORY FLIGHT CUTS AT MAJOR US AIRPORTS STARTING FRIDAY

BESSENT: CAME AWAY FROM TARIFF HEARINGS TODAY VERY OPTIMISTIC

TESLA’S $1 TRILLION PAY VOTE: ANALYSTS DIVIDED Dan Ives – Wedbush Ives expects shareholders to approve Musk’s $1T pay plan, calling it vital to keep him focused on Tesla’s AI, robotics, and autonomy goals. He maintains an Outperform rating and $600 target, saying the plan ties

NVIDIA’S JENSEN HUANG SAYS CHINA ‘WILL WIN’ AI RACE WITH US: FT

DELAWARE JUDGE SAYS SHE WILL NOT BLOCK METSERA FROM TERMINATING PFIZER DEAL TO ACCEPT NOVO DEAL $PFE $MTSR $NVO

NVIDIA’S JENSEN HUANG SAYS CHINA ‘WILL WIN’ AI RACE WITH US-FT $NVDA

Financial Software Maker OneStream Weighs Potential Sale As Blackstone, HG Evaluate Bids $OS

JPMorgan’s Dimon Says Tariffs Only One Economic Factor, Warns Markets Could Fall And Recession With Credit Impact Is Inevitable; Notes High Asset Prices, Supports Bank M&A And Deregulation, Says Some Jobs Will Go To AI But Sees $2B+ In AI Cost Savings $JPM

TEVOGEN REPORTS MAJOR CLINICAL MILESTONE: EXPANDS HLA COVERAGE OF ITS INVESTIGATIONAL PRECISION T CELL THERAPY FOR ACUTE AND LONG COVID $TVGN

*TRUMP ON MAMDANI: WE'LL HELP HIM A LITTLE BIT *TRUMP: WANT NYC TO BE SUCCESSFUL

🚨 TRUMP: LET'S SEE HOW MAMDANI DOES IN NEW YORK, WE WILL HELP HIM

🚨 TRUMP: MAY BE WORKING ON PLAN WITH CHINA AND RUSSIA TO DENUCLEARIZE

OIL FUTURES EXTEND LOSSES, U.S. CRUDE FALLS $1 A BARREL TO TWO-WEEK LOW ON CONCERNS OF A POSSIBLE GLOBAL OIL GLUT

Trump: I hope Saudi Arabia will join the Abraham Accords very soon, but I'm not saying anything

*TRUMP PRAISES CRYPTO, SAYS IT TAKES PRESSURE OFF THE DOLLAR

*SENATOR MCCONNELL SAYS REPUBLICANS WON'T END THE FILIBUSTER

*FTC SAYS NOVO-METSERA BID RAISES MERGER FILING CONCERNS $NVO $MTSR

ALPHABET, APPLE JUMP TO SESSION HIGHS

*APPLE FINALIZING PACT THAT WOULD PAY GOOGLE ROUGHLY $1B A YEAR *GOOGLE GEMINI AI MODEL TO HELP RUN SIRI FEATURES DUE IN 2026 *APPLE TO USE 1.2 TRILLION PARAMETER GOOGLE MODEL TO POWER SIRI $GOOGL $AAPL

GOOGLE GEMINI AI MODEL TO HELP RUN SIRI FEATURES DUE IN 2026 APPLE FINALIZING PACT THAT WOULD PAY GOOGLE ROUGHLY $1B A YEAR

Pfizer Removes Conditions On Metsera Bid; Metsera Values Pfizer Offer At ~$63.29–$63.33/Share While Novo Nordisk’s Latest Unchanged Bid Stands Higher At ~$69.82–$70.18/Share $MTSR $PFE $NVO

JPMORGAN CHASE AND NVIDIA ARE EARLY CUSTOMERS USING HELIOS TO RUN COMPLEX ALGORITHMS FOR BUSINESS PROBLEMS. - WSJ $HON $JPM $NVDA

$NVDA - JPMORGAN CHASE AND NVIDIA ARE EARLY CUSTOMERS USING HELIOS TO RUN COMPLEX ALGORITHMS FOR BUSINESS PROBLEMS. - WSJ

TRUMP SAYS HE WON'T ATTEND G20 MEETING IN SOUTH AFRICA

TRUMP: SOUTH AFRICA SHOULD NOT BE IN THE G20

Trump Calls Fed Chair Jerome Powell a “Nincompoop”

*TRUMP REITERATES CRITICISM OF POWELL

Trump Boasts of Lifting 600,000 Off Food Stamps, Urges GOP to ‘Talk About Facts’ to Win Elections

TRUMP: STOCK MARKET HAS SET 40 RECORD HIGHS RECENTLY

WARNER BROS. DISCOVERY IS OPENLY FOR SALE AND INTENDS TO PUBLICLY ANNOUNCE ITS PLANS TOWARD THE MIDDLE OR END OF DECEMBER - CNBC $WBD

*BANK OF CANADA TO CUT 10% OF STAFF AS CARNEY HUNTS FOR SAVINGS

DEAL WITH ELI LILLY AND NOVO NORDISK OFFICIALS EXPECTED TO DECREASE DRUG PRICE TO LESS THAN $150 A MONTH- CBS

TRUMP, ELI LILLY, NOVO TO CUT PRICE ON WEIGHT-LOSS DRUG: CBS

TRUMP ANNOUNCEMENT ON WEIGHT LOSS DRUGS SCHEDULED FOR 11 A.M. THURSDAY-CBS

TRUMP ANNOUNCEMENT ON WEIGHT LOSS DRUGS SCHEDULED FOR 11 A.M. THURSDAY-CBS $LLY $NVO $HIMS etc

*TRUMP WEIGHT LOSS DRUGS ANNOUNCEMENT SET FOR TOMORROW: CBS

GOLD CLIMBS TOWARD $4,000/OZ Gold futures rose 0.8% to just above $3,990/oz after recent consolidation. Strong ETF and central bank demand, along with positive macro fundamentals, suggest further gains. ING Economics calls the recent dip a “correction” that may attract more

$TSLA - TESLA SHAREHOLDERS DECIDE ON MUSK’S $1T PAY PLAN Tesla shareholders have until midnight to vote on a $1 trillion pay package for Elon Musk, which could raise his stake to 25% if growth targets are met. Board chair Robyn Denholm warned Musk could leave if it fails.

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00%

UNIONIZED STARBUCKS BARISTAS ARE PREPARING TO GO ON STRIKE NEXT WEEK - BLOOMBERG $SBUX

SOME BITCOIN ‘WHALES’ MAY BE SELLING, BLOCKCHAIN DATA INDICATES Citigroup says large Bitcoin holders, or “whales,” appear to be selling, while smaller retail investors are buying. Analyst Alex Saunders noted some long-term holders may have turned to sellers. Bitcoin dropped over

TRUMP CONSIDERS BACKUP TARIFF OPTIONS If the IEEPA tariffs fail in court, Trump’s team may rely on other laws. Section 122 of the 1974 Trade Act allows 15% tariffs for 150 days to address trade imbalances, possibly followed by targeted tariffs under Section 301, used against

NETFLIX INC: THIS MONTH, TESTING NEW MODULAR AD FORMATS WITH INTERACTIVE VIDEO ADS IN US & CANADA - WEBSITE $NFLX

GOOGLE: AVAILABLE TODAY IN THE U.S NOW AN AI MODE BUTTON UNDER THE SEARCH BAR WHEN OPENING A “NEW TAB” PAGE IN CHROME $GOOGL

Blink Charging Shifts To Contract Manufacturing For EV Hardware, Targeting Lower Overhead And Higher Efficiency; Full Transition Expected By Early 2026 $BLNK

U.S. INFORMED RUSSIA ON MINUTEMAN MISSILE LAUNCH - IFX

$NKE on watch

FED'S MIRAN: I WOULD THINK IT'S STILL REASONABLE TO CONTINUE RATE CUTS

*LEAVITT: BIG TRUMP SPEECH AT 1PM EST WILL BE ABOUT THE ECONOMY

DXY DOLLAR INDEX RISES TO 5-MONTH HIGH OF 100.36

🚨 U.S. SUPREME COURT BEGINS HEARING ARGUMENTS ON TRUMP'S TARIFFS

*US OCT. ISM SERVICES PMI HITS 8-MONTH HIGH OF 52.4; EST. 50.8 *US ISM SERVICES PRICES PAID INDEX RISES TO THREE-YEAR HIGH

*US OCT. ISM SERVICES PMI AT 52.4 VS 50.0; EST. 50.8

*US S&P OCT. SERVICES PMI AT 54.8 VS 55.2 PRIOR *US S&P OCT. COMPOSITE PMI AT 54.6 VS 54.8 PRIOR

T-MOBILE MAKES TEXT TO 911 AVAILABLE OFF-GRID TO ANY WIRELESS USER WITH A COMPATIBLE SMARTPHONE — EVEN VERIZON AND AT&T CUSTOMERS $TMUS $VZ $T

MONRO SHARES UP 12.7% AFTER CARL ICAHN REPORTS STAKE IN CO $MNRO

PINTEREST SHARES DROP 20% AFTER WEAKER-THAN-EXPECTED Q4 REVENUE FORECAST $PINS personally id use it more if they chilled on the ads

LEMONADE SHARES JUMP 18.2% AFTER FORECASTING ANNUAL REVENUE ABOVE ESTIMATES $LMND

SUPER MICRO COMPUTER SHARES DOWN 4% AFTER Q1 REVENUE, PROFIT MISS $SMCI

🚨 *SCHUMER, JEFFRIES SEEK MEETING TO END GOVERNMENT SHUTDOWN

🚨 RUSSIA'S SHOIGU: U.S. PLANS UNDEGROUND NUCLEAR TESTS

GERASIMOV: WASHINGTON IS AIMING TO HOLD NUCLEAR TESTS

SHEIN SAYS IT IS TEMPORARILY SUSPENDING MARKETPLACE SALES IN FRANCE

🚨 RUSSIAN DEFENCE MINISTER: IT IS NECESSARY TO IMMEDIATELY BEGIN PREPARATIONS FOR NUCLEAR TESTS

🚨 RUSSIAN DEFENCE MINISTER: U.S. COULD DESTROY GLOBAL STRATEGIC SAFETY IF THEY ABANDON NUCLEAR TESTS MORATORIUM

🚨 RUSSIAN DEFENCE MINISTER SAYS U.S. IS BUILDING UP STRATEGIC WEAPONS

PUTIN ON TRUMP'S STATEMENT ABOUT NUCLEAR TESTS: THAT'S A SERIOUS ISSUE

BONDI: USTR GREER TO ATTEND SUPREME COURT HEARING ON TARIFFS

TRUMP: STOCK MARKET WILL REACH MORE RECORD HIGHS President Donald Trump said Wednesday he expects the stock market to hit more record highs, noting it has already set “many” over the past nine months. Speaking at a breakfast with Republican senators, he said the U.S. has “the

PRESIDENT’S SCHEDULE – WEDNESDAY, NOVEMBER 5, 2025 8:00 AM – In-town press pool call time, The White House 8:30 AM – The President delivers remarks at a Breakfast with Republican Senators, State Dining Room 8:40 AM – Out-of-town press pool call time, Joint Base Andrews 9:35

TRUMP: I AM GOING TO MIAMI TODAY FOR A BIG SPEECH

CHINA FOREIGN MINISTER: SUPPORTS IRAN'S RIGHT TO PACEFUL USE OF NUCLEAR ENERGY

TRUMP: XI IS A FRIEND OF MINE, AS MUCH AS HE CAN BE

*TRUMP TELLS REPUBLICANS IT'S A MISTAKE NOT TO END FILIBUSTER

🚨 TRUMP: IF WE END FILIBUSTER, IT'LL BE IMPOSSIBLE TO BEAT GOP

TRUMP ON SHUTDOWN: TIME FOR REPUBLICANS TO TERMINATE FILIBUSTER

TRUMP: STOCK MARKET HAS HIT MANY RECORD HIGHS IN LAST 9 MONTHS

🚨 TRUMP: SHUTDOWN NOW AFFECTING STOCK MARKET

🚨 TRUMP: DON'T THINK DEMOCRATS WILL ACT SOON ON SHUTDOWN , DON'T THINK IT'LL BE SORTED SOON

TRUMP: LAST NIGHT WAS NOT EXPECTED TO BE A VICTORY, VERY DEMOCRAT AREAS

TRUMP: ONE YEAR AGO, I HAD THAT BIG BEAUTIFUL VICTORY

Trump delivers remarks at Breakfast with Republican Senators in the State Dining Room

*ADP US OCT. PRIVATE EMPLOYMENT RISES 42,000; EST. +30K

ADP NATIONAL EMPLOYMENT REPORT SHOWS U.S. EMPLOYMENT INCREASED BY 42,000 PRIVATE SECTOR JOBS IN OCT

$GOOGL - MORGAN STANLEY: GOOGLE CLOUD COULD GROW 50%+ IN 2026 Morgan Stanley expects Google Cloud revenue to rise over 50% in 2026, driven by strong backlog growth and expanding on-demand workloads. Analyst Brian Nowak said the firm’s model points to “mid–single-digit upside”

$TSLA - BYD WIDENS LEAD OVER TESLA IN U.K. EV MARKET Chinese automaker BYD sold nearly seven times more cars than Tesla in the U.K. in October, according to new industry data. BYD’s year-to-date sales jumped over sixfold to 39,103 vehicles, while Tesla’s fell 4.5% to 35,455.

S&P 500 PULLBACK MAY DEEPEN, BTIG WARNS BTIG analyst Jonathan Krinsky says the S&P 500’s decline could extend further as technical signals turn negative. He cites overbought conditions, weak market breadth, and complacent sentiment as risks. The index hasn’t touched its 50-day

JAPAN'S NIKKEI SHARE AVERAGE FALLS 4.65% BY MIDDAY BREAK

U.S. STOCKS SLIDE ON VALUATION AND AI WORRIES Analyst Highlights: •Matt Maley (Miller Tabak): Market is “ripe for a near-term pullback.” •Fawad Razaqzada (Forex. com): Narrow AI-led rally leaves markets fragile. •Lauren Goodwin (NY Life): Valuations limit upside; dips may

DEMOCRAT MIKIE SHERRILL WINS NEW JERSEY GOVERNOR'S RACE, FOX NEWS PROJECTS

CHINA PREMIER LI: SOME UNILATERAL AND PROTECTIONIST MEASURES HAVE HAD SEVERE IMPACT ON THE ECONOMIC WORLD ORDER

DEMOCRAT ZOHRAN MAMDANI WINS NEW YORK MAYORAL RACE- DECISION DESK HQ PROJECTS

TRUMP: I AM PLEASED TO NOMINATE JARED ISAACMAN, AN ACCOMPLISHED BUSINESS LEADER, PHILANTHROPIST, PILOT, AND ASTRONAUT, AS ADMINISTRATOR OF NASA

TRUMP: MET WITH HIGH LEVEL REPRESENTATIVES OF SWITZERLAND. WE DISCUSSED MANY SUBJECTS INCLUDING, AND MOST IMPORTANTLY, TRADE AND TRADE IMBALANCE

THE ESTÉE LAUDER COMPANIES ANNOUNCES SECONDARY OFFERING OF CLASS A COMMON STOCK BY SELLING STOCKHOLDERS $EL

AMAZON DISSOLVES SHARE STAKE IN ADVANCED MICRO DEVICES AS OF QTR ENDED SEPT 30 VS QTR ENDED JUNE 30 - SEC FILING $AMZN $AMD

*AMD 3Q ADJ. OPER INCOME $2.24B, EST. $2.15B *AMD 3Q R&D EXPENSES $2.14B, EST. $1.96B *AMD 3Q ADJ. OPER MARGIN 24%, EST. 24.8%

*AMD 3Q ADJ EPS $1.20, EST. $1.17 *AMD 3Q REV. $9.25B, EST. $8.74B *AMD 3Q CAPEX $258M, EST. $219.7M

*PINTEREST SEES 4Q REV. $1.31B TO $1.34B, EST. $1.34B *PINTEREST 3Q ADJ EPS 38C, EST. 42C *PINTEREST 3Q MONTHLY ACTIVE USERS 600M, EST. 590.31M

*SUPER MICRO COMPUTER 1Q ADJ EPS 35C, EST. 41C *SUPER MICRO COMPUTER 1Q ADJ GROSS MARGIN 9.5%, EST. 9.63% *SUPER MICRO COMPUTER 1Q NET SALES $5.02B, EST. $6.09B

$CRSR | Corsair Gaming | Q3 2025 Earnings Overview • Revenue: $345.8M vs. $354M est — Slight miss driven by softer consumer PC/peripheral demand. • Gross Profit: $93.1M — Decent margin capture despite market softness. • Operating Income: -$5.6M — Operating loss reflects

$KTOS | Kratos Defense & Security | Q3 2025 Earnings Overview • Revenue: $347.6M vs. $322.9M est — Strong beat driven by defense program momentum and UAS demand. • Adjusted EPS: $0.14 vs. $0.12 est — Better-than-expected profitability. • GAAP EPS: $0.05 • Net Income: $8.7M

Elon Musk Outlines Tesla AI Chip Roadmap: AI5 in 2027, AI6 in 2028 Elon Musk announced Tesla's AI5 chip will be produced by TSMC and Samsung, with high-volume production targeted for 2027. AI6, offering 2x performance, is expected by mid-2028 using the same fabs. The ambitious

SCHWAB ASSET MANAGEMENT WILL SUPPORT ELON MUSK'S $1 TRILLION PAY PACKAGE AT TESLA

ETH FALLS TO LOWEST SINCE JULY; LAST DOWN 11% TO $3,188.78

Schwab Asset Management Backs Elon Musk’s $1T Tesla Pay Package, Says Plan Aligns Leadership And Shareholders; Firm Holds ~0.56% Of Tesla, 15th-Largest Outside Investor $TSLA

SAUDI ARABIA'S REQUEST TO BUY 48 F-35 FIGHTER JETS ADVANCES THROUGH PENTAGON REVIEW

US RULES OUT BLACKWELL CHIP SALES TO CHINA White House Press Secretary Karoline Leavitt said Tuesday that the US is “not interested in selling Nvidia’s Blackwell chip to China at this time.” She noted that President Biden’s stance on the issue is clear. Earlier, Treasury

GM, TESLA, TOYOTA URGE TRUMP ADMINISTRATION TO EXTEND USMCA -FILINGS WITH USTR

WHITE HOUSE: TRUMP TO MEET WITH SYRIAN PRESIDENT ON MONDAY

$PZZA - APOLLO GLOBAL HAS WITHDRAWN ITS OFFER TO TAKE PAPA JOHN'S PRIVATE AT $64 A SHARE, SOURCES SAY APOLLO RETHINKS PAPA JOHN'S OFFER AS CONSUMER SPENDING WEAKENS, SOURCES SAY

🚨 WHITE HOUSE: LOOKING INTO EXECUTIVE ORDER ON ELECTIONS

🚨 *BITCOIN DROPS BELOW $100,000 FOR THE FIRST TIME SINCE JUNE

BITCOIN DROPS BELOW $100,000

WHITE HOUSE ON U.S. GOV'T SHUTDOWN: ADMINISTRATION IS FULLY COMPLYING WITH COURT ORDER ON SNAP BENEFITS

BITCOIN FALLS TO FRESH 4-MONTH LOW; LAST DOWN 5.5% AT $100,992

ETHEREUM BREAKS BELOW $3.400, TURNING NEGATIVE YTD FOR 2025

NVIDIA BOSS JENSEN HUANG TO MEET UK TECHNOLOGY SECRETARY LIZ KENDALL - SKY NEWS $NVDA

$NVDA - NVIDIA BOSS JENSEN HUANG TO MEET UK TECHNOLOGY SECRETARY LIZ KENDALL - SKY NEWS

WASHINGTON'S REAGAN AIRPORT: ALL FLIGHT OPERATIONS ARE BEING HELD AT REAGAN NATIONAL WHILE PASSENGERS ON A UNITED AIRLINES FLIGHT ARE BEING OFFLOADED

AMERICAN AIRLINES TO CUT HUNDREDS OF CORPORATE JOBS-BLOOMBERG $AAL

*NASDAQ 100 EXTENDS DROP TO SESSION LOW, DOWN 1.7%

DATAVAULT AI INC. ANNOUNCES A $10M WORLDWIDE EXCLUSIVE LICENSE AGREEMENT WITH SCILEX HOLDING COMPANY FOR TOKENIZATION AND MONETIZATION OF REAL-WORLD ASSETS (RWA) IN GENOMIC, DNA DATA, DIAGNOSTICS, THERAPEUTICS, GENETIC, AND DRUG INFORMATION $DVLT $SCLX

BITCOIN DROPS BELOW $101,000

Google Unveils Project Suncatcher To Develop Space-Based Machine Learning; Partners With Planet To Launch Two Prototype Satellites By Early 2027 $GOOGL

APPLE IS DEVELOPING A BUDGET MAC AND PLANS TO SELL THE NEW MACHINE FOR WELL UNDER $1,000- BLOOMBERG $AAPL

$AAPL - *APPLE PLANS TO LAUNCH ITS FIRST LOW-COST MAC LAPTOP IN 1H 2026 *APPLE LOW-COST MAC IN EARLY PRODUCTION WITH OVERSEAS SUPPLIERS *THE NEW MAC, CODE-NAMED J700, WOULD COST WELL UNDER $1,000

EARNINGS PREVIEWS – 11/4/25 AFTER CLOSE $AMD: • EPS est $1.16 vs $1.07/$1.26 • revs $8.74B • FY EPS $3.91; revs $33.07B • short interest 2.39% • implied move ±7.2% • Consensus BUY, PT $245 • call 6:00 PM. $PINS: • EPS est $0.42 vs $0.37/$0.50 • revs $1.05B; FY EPS

🚨 TRANSPORTATION SECRETARY DUFFY WARNS USDOT MAY NEED TO CLOSE SOME AIRSPACE IF GOVERNMENT SHUTDOWN CONTINUES

🚨 - TRUMP ON CALIFORNIA REDISTRICTING: ALL 'MAIL-IN' BALLOTS UNDER VERY SERIOUS LEGAL AND CRIMINAL REVIEW

AWS ANNOUNCES FASTNET, A DEDICATED HIGH-CAPACITY TRANSATLANTIC CABLE CONNECTING THE US AND IRELAND; WHEN OPERATIONAL IN 2028, FASTNET TO ADD VITAL DIVERSITY FOR CUSTOMERS BY BUILDING NEW DATA PATHWAY $AMZN

🚨TRUMP: SNAP BENEFITS WILL BE GIVEN ONCE GOVERNMENT REOPEN

🚨 TRUMP: SNAP BENEFITS WILL BE GIVEN ONLY WHEN RADICAL LEFT DEMOCRATS OPEN UP GOVERNMENT

GOOGLE INC- VITALITY AND GOOGLE ANNOUNCE PARTNERSHIP TO LAUNCH VITALITY AI $GOOGL

🚨 BLS DATA WON’T BE RELEASED UNTIL SHUTDOWN ENDS, LABOR CHIEF SAYS

MAMDANI: I WILL NOT BE INTIMIDATED BY TRUMP Democratic mayoral candidate Zohran Mamdani said Tuesday he won’t be intimidated by President Trump’s threats to cut New York City funding if he wins. “His threats are words, not law,” Mamdani said after voting. Meanwhile, Trump called

NEXPERIA IN LETTER TO CUSTOMERS SEEN BY REUTERS: NEXPERIA CHINA ENTITIES HAVE STOPPED OPERATING WITHIN THE ESTABLISHED CORPORATE GOVERNANCE FRAMEWORK

CATERPILLAR CEO: NOW TARGETING 5%-7% SALES, REV CAGR VS 4% EARLIER, FROM 2024-2030 - INVESTOR DAY $CAT

MEXICAN PRESIDENT SAYS "IT WON'T HAPPEN" WHEN ASKED ABOUT U.S. MILITARY ACTION INSIDE MEXICO, FOLLOWING NBC REPORT

TRUMP CALLS NYC MAYORAL CANDIDATE MAMDANI A ‘JEW HATER’ President Donald Trump on Tuesday accused Democratic New York City mayoral candidate Zohran Mamdani of antisemitism, writing on Truth Social that “any Jewish person that votes for Zohran Mamdani... is a stupid person.”

❖ U.S. September Factory Orders Due 10 a.m. ET Delayed Due to Government Shutdown ❖ U.S. JOLTS Data Due 10 a.m. ET Delayed Due to Government Shutdown

FERRARI CEO: BUSINESS IN THE U.S. IS PROCEEDING AS USUAL

SPOT GOLD FALLS OVER 1% TO $3,943.59/OZ

BITCOIN FALLS TO 4.5-MONTH LOW OF $103,564 - LSEG

$PLTR - PALANTIR SHARES DOWN 8.5% AFTER Q3 RESULTS

$TSLA - TESLA SHARES FALL 3.3% AFTER NORWAY WEALTH FUND TO OPPOSE MUSK'S $1 TRILLION PAY DEAL

U.S. STOCKS EXTEND FALL, S&P 500 DOWN 1.14%

ZELENSKIY SAYS U.S. PRESIDENT TRUMP SUPPORTS UKRAINE'S BID FOR EU MEMBERSHIP

TRUMP: DEMS TO WIN MIDTERMS IF WE DON'T END FILIBUSTER

🚨 TRUMP: GOP WILL GET EVERYTHING APPROVED WITHOUT THE FILIBUSTER

🚨 BESSENT: TRUMP, XI MAY SEE EACH OTHER AT G-20, APEC NEXT YEAR

BESSENT: THINK TRUMP IS THE ONLY LEADER XI RESPECTS

🚨BESSENT: COULD SELL BLACKWELLS TO CHINA ONCE THEY'RE OUTDATED $NVDA

BESSENT ON CHINA TRADE: TRUMP, XI MAY SEE EACH OTHER AT G20

CHINA, RUSSIA TO BOOST CARGO TRANSPORT VIA ARCTIC PASSAGE

$NVDA - NVIDIA CORP: CO & DEUTSCHE TELEKOM UNVEILED WORLD’S FIRST INDUSTRIAL AI CLOUD SET TO GO LIVE IN EARLY 2026

🚨 BESSENT: WOULD BE UNUSUAL FOR SUPREME COURT TO OVERRULE TARIFFS

DOLLAR HITS THREE-MONTH HIGH AS RATE-CUT HOPES FADE The U.S. dollar climbed to a three-month high, lifted by fading expectations of more Fed rate cuts. While the Fed eased policy last week, Chair Jerome Powell said another December cut isn’t guaranteed. Analysts at Monex Europe

DXY DOLLAR INDEX RISES TO 3-MONTH HIGH OF 100.174

$NVDA - NVIDIA FALLS AS ‘BIG SHORT’ INVESTOR MICHAEL BURRY BETS AGAINST AI AGAIN Nvidia shares fell 2% to $202.83 in premarket trading Tuesday after filings showed Michael Burry’s Scion Asset Management bought $187 million in Nvidia put options, signaling a bearish bet. Scion

🚨 GOLDMAN SACHS, MORGAN STANLEY CEOS WARN OF POSSIBLE MARKET PULLBACK At a Hong Kong summit, top Wall Street executives cautioned that a market drawdown is possible, though not imminent. Goldman Sachs CEO David Solomon said a 10–20% equity drop could occur within the next

$NVDA - JEFFERIES LIFTS NVIDIA PRICE TARGET TO $240 ON STRONG AI DEMAND Jefferies raised its Nvidia price target to $240 from $220, citing surging AI compute demand and improved order visibility. The firm kept its Buy rating but dropped Nvidia from its Franchise Picks list.

CHINA VICE PREMIER HE MET WITH GOLDMAN SACHS CHAIRMAN - XINHUA

NVIDIA CEO ON CALL - GERMANY WILL BE ONE OF THE LARGEST AI MARKETS IN THE WORLD; I CAN'T WAIT FOR US TO INVEST EVEN MORE

U.S. government shutdown enters 35th day, tying for the longest ever recorded.

BESSENT: THINK BOTH INFLATION AND INTEREST RATES WILL COME DOWN

BESSENT: EXPECT SOLID, HIGH NON-INFLATIONARY GROWTH NEXT YEAR

BESSENT SAYS HE WILL SIT IN ON SUPREME COURT TARIFF CASE

Denny’s To Be Taken Private In $620M Deal; Shareholders Get $6.25/Share Cash, Nasdaq Delisting Planned As Company Cancels Q3 Earnings Call $DENN

TRUMP: GOING TO ASK OUR TRANSPORTATION SECRETARY TO TAKE LOOK AT TERMINATING NEW YORK CITY CONGESTION PRICING

TRUMP: IF MAMDANI WINS "HIGHLY UNLIKELY" THAT I WILL BE CONTRIBUTING FEDERAL FUNDS TO NEW YORK CITY

Starbucks And Boyu Launch JV For China Expansion; Boyu To Take Up To 60% Stake In China Retail Ops At ~$4B Enterprise Value $SBUX

Michael Burry bets against the AI rally: Scion Asset Management puts 66% of its portfolio into Palantir $PLTR put options. The "Big Short" investor also bought Nvidia $NVDA puts at 13.5%, shorting the two hottest AI infrastructure plays. Meanwhile, he went long on Pfizer $PFE

PERU FOREIGN MINISTER SAYS PERU HAS DECIDED TO BREAK DIPLOMATIC RELATIONS WITH MEXICO

$ZI | ZoomInfo Technologies | Q3 2025 Earnings Overview • Revenue: $318M — Continued top-line growth as demand for data-driven GTM tools remains resilient • EPS: $0.12 GAAP • Adjusted EPS: $0.28 — Solid profitability on an adjusted basis Full-Year Outlook: • Revenue:

$UPWK | Upwork | Q3 2025 Earnings Overview • Revenue: $201.7M vs. $193.1M est — Strong beat as freelancer demand and enterprise adoption accelerate • Adjusted EBITDA: $59.6M vs. $49.5M est — Significant profitability outperformance driven by operating leverage • Net Income:

$CLX | Clorox | Q1 2025 Earnings Overview • Revenue: $1.43B vs. $1.41B est — Slight revenue beat as category demand remains steady • Gross Margin: 41.7% — Strong margin profile amid cost controls and pricing discipline • EPS: $0.65; Adjusted EPS: $0.85 vs. $0.88 est — Slight

*PALANTIR SHARES GAIN 4% AFTER RAISING YEAR REVENUE FORECAST

*PALANTIR 3Q ADJ EPS 21C, EST. 17C *PALANTIR 3Q REV. $1.18B, EST. $1.09B *PALANTIR 3Q ADJ. EBITDA $606.5M, EST. $502.1M *PALANTIR BOOSTS FY REVENUE OUTLOOK *PALANTIR SEES 4Q REV. $1.33B TO $1.33B, EST. $1.19B *PALANTIR SEES FY REV. $4.40B TO $4.4B, SAW $4.14B TO $4.15B

Hims & Hers $HIMS Beats With $600M Q3 Revenue And $0.06 EPS, Raises Full-Year Outlook And Moves To Offer Wegovy Products As Obesity-Care Expansion Accelerates

Palantir $PLTR Delivers Q3 With Revenue +63% YoY To $1.18B (vs $1.09B est) And EPS $0.21 (vs $0.17 est); U.S. Commercial +121% YoY; Raises FY Outlook And Guides Q4 Well Above Estimates As Enterprise AI Demand Surges

$NVTS | Navitas Semiconductor | Q3 2025 Earnings Overview • Revenue: $10.11M vs. $10.00M est — In line with expectations as adoption of GaN and SiC power solutions continues to build. • Operating Expenses: $23.25M — Elevated investment in R&D and commercialization to support

$FANG | Diamondback Energy | Q3 2025 Earnings Overview • Adjusted Net Income: $895M vs. $833M est — Strong profitability driven by efficient operations and supportive commodity pricing. • Adjusted EPS: $3.08 vs. $2.93 est — Beat expectations; GAAP EPS came in at $3.51. •

$QRVO | Qorvo | Q2 2025 Earnings Overview • Revenue: $1.06B vs. $1.03B est — Beat expectations, helped by strength in handset and connectivity demand. • EPS: $1.28 — GAAP profit reflects ongoing operating leverage. • Adjusted EPS: $2.22 vs. $2.02 est — Clear earnings beat

$LSCC | Lattice Semiconductor | Q3 2025 Earnings Overview • Revenue: $133.35M vs. $133.0M est — In line, modest top-line stability in a cautious demand environment. • EPS: $0.02 — GAAP profit reflects continued investment cycle. • Adjusted EPS: $0.28 vs. $0.28 est — Met

SAUDI CROWN PRINCE MOHAMMED BIN SALMAN WILL BE AT THE WHITE HOUSE ON NOV 18 FOR AN OFFICIAL WORKING VISIT, WHITE HOUSE OFFICIAL SAYS

MORE THAN 3.2 MILLION U.S. AIRLINE PASSENGERS HAVE BEEN IMPACTED BY DELAYS, CANCELLATIONS DUE TO AIR TRAFFIC CONTROL STAFFING ISSUES SINCE GOVERNMENT SHUTDOWN BEGAN -AIRLINE GROUP

COOK: THERE IS TENSION BETWEEN ASSET VALUATIONS BEING HIGH AND LOW RISK PREMIA, BUT STILL POLICY AS RESTRICTIVE

COOK: AI COULD HAVE LARGE NEGATIVE CONSEQUENCES FOR THE LABOR MARKET

COOK: AS THE SHUTDOWN CONTINUES IT WILL BECOME MORE DIFFICULT TO EVALUATE THE ECONOMY

$NVDA - TRUMP SKIPPED NVIDIA CHIP TALKS WITH XI President Trump chose not to discuss Nvidia chip exports with China’s Xi Jinping after advisers, including Secretary of State Marco Rubio, warned it could threaten U.S. national security by boosting China’s AI capabilities, the

Trump Officials Blocked Nvidia’s Bid To Sell Blackwell AI Chips To China As Trump Weighed Raising It With Xi; Internal Pushback Halted Potential Policy Shift Despite Jensen Huang’s Lobbying $NVDA

U.S. FEDERAL HOUSING FINANCE AGENCY WATCHDOG BEING REMOVED, SAY THREE PEOPLE FAMILIAR WITH THE MATTER

$NVDA - Trump Officials Torpedoed Nvidia's Push to Export AI Chips to China, Sources Say -- WSJ Rubio, Other Top U.S. Officials Said Sales Would Threaten National Security, Sources Say -- WSJ Rubio, Other Top U.S. Officials Said Sales Would Aid China's AI Efforts, Sources Say

$NVDA - Trump Officials Torpedoed Nvidia's Push to Export AI Chips to China, Sources Say -- WSJ

The U.S. will use $4.65 billion in emergency funds to pay partial November SNAP benefits during the government shutdown, covering part of the usual $8 billion monthly for 42 million people. Officials warned some states could face weeks-long delays in distributing payments.

DALY: LABOR MARKET DOESN'T LOOK LIKE IT'S ON A PRECIPICE

DALY: OPEN MIND ON DECEMBER DALY: 50 BPS OF CUTS THIS YEAR MAKES FED BETTER-POSITIONED DALY: NEED TO MAKE DECISION THAT BALANCES RISKS

FED'S DALY: RATE CUT WAS APPROPRIATE

FED'S DALY: SUPPORTED RATE CUT

*DOJ SAYS FUNDS AVAILABLE FOR 50% OF NOVEMBER FOOD AID BENEFITS

TRUMP ADMINISTRATION SAYS IT WILL PARTIALLY FUND FOOD STAMPS TRUMP OFFICIALS MAKE FILING AFTER COURT LOSS IN SHUTDOWN FIGHT

PROVIDENCE, R.I (AP) — Trump administration says SNAP will be partially funded after judges’ rulings required food aid program to continue.

$TSLA - TESLA NEW CAR REGISTRATIONS IN ITALY DOWN 47.11% YEAR-ON-YEAR IN OCTOBER, TRANSPORT MINISTRY SAYS

$NVDA - AS PART OF LAMBDA'S AGREEMENT WITH MICROSOFT, LAMBDA WILL DEPLOY AI INFRASTRUCTURE POWERED BY NVIDIA-CNBC

MICROSOFT LAUNCHES MULTIBILLION DOLLAR AI INFRASTRUCTURE AGREEMENT WITH LAMBDA-CNBC $MSFT

$MSFT - MICROSOFT LAUNCHES MULTIBILLION DOLLAR AI INFRASTRUCTURE AGREEMENT WITH LAMBDA-CNBC

JOHNSON: DEMOCRATS FEAR MAMDANI’S RISE IN NYC RACE House Speaker Mike Johnson warned that NYC mayoral frontrunner Zohran Mamdani could bring “Marxist” leadership if elected Tuesday. Johnson said Democrats Schumer and Jeffries are “terrified” of Mamdani’s win and fear “political

$AMZN - WEDBUSH LIFTS AMAZON PRICE TARGET TO $340 Wedbush’s Dan Ives raised Amazon’s target to $340 from $330, keeping an Outperform rating. The move follows Amazon’s new $38B, multi-year partnership with OpenAI, where AWS will supply EC2 UltraServers to power OpenAI’s AI

JOHNSON: PRAYING ELECTIONS CHANGE STOPGAP TALKS THIS WEEK

JOHNSON: WE'RE MINDFUL THAT TIME IS RUNNING OUT ON STOPGAP BILL

JOHNSON: TALKED TO TRUMP OVER THE WEEKEND ABOUT SNAP

"Nasdaq reviewed our PIPE financing and Toncoin acquisition, issuing a Letter of Reprimand with no deliberate wrongdoing noted. Shares stay fully listed. We remain focused on compliance and growth in the TON ecosystem."

FED'S GOOLSBEE: IS CAUTIOUS ABOUT LAYOFF DATA GOOLSBEE: THE HIRING RATE IS LOW, ONE OF ECONOMY'S WEAKEST FACTORS GOOLSBEE: IS UNUSUAL TO HAVE LOW HIRING, LOW FIRING ECONOMY

FED'S GOOLSBEE: INFLATION DATA STILL IS WORRISOME

FED'S GOOLSBEE: RATES SHOULD COME DOWN WITH INFLATION

🚨 FED'S GOOLSBEE: I AM UNEASY WITH FRONTLOADING RATE CUTS

FED'S GOOLSBEE: I BELIEVE THE PLACE RATES WILL SETTLE IS A FAIR BIT BELOW CURRENT LEVELS -YAHOO

*US OCT. ISM MANUFACTURING INDEX AT 48.7 VS 49.1; EST. 49.5 *US OCT. ISM MANUFACTURING NEW ORDERS AT 49.4 VS 48.9 *US OCT. ISM MANUFACTURING EMPLOYMENT AT 46 VS 45.3

*US S&P OCT. MANUFACTURING PMI AT 52.5; PREV. 52.2

BITCOIN MAY REBOUND AFTER OCTOBER DIP Bitcoin fell 4.5% in October, ending a six-year streak of positive performance, but LMAX strategist Joel Kruger says the drop is likely a pause, not a reversal. The fundamentals remain strong, and historically, Q4 is Bitcoin’s

S&P 500 CLIMBS 6TH MONTH, BUT RALLY IS NARROW The S&P 500 rose 2.3% in October, hitting record highs on AI optimism and easing U.S.–China trade tensions. Yet 296 of 500 stocks fell, with only 40% above their 50-day average. Gains were driven by a few tech giants — Nvidia,

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00%

ON Semi Q3: Net Income $255.3M; EPS $0.63; Adjusted Gross Margin 38% $ON

$AAPL - STRONG DEMAND FOR IPHONE 17 BASE MODEL CONTINUES Jefferies said Apple’s iPhone 17 base model remains the strongest performer in the lineup, showing steady demand across major markets. Analyst Edison Lee noted stable delivery times and rising U.S. demand, while the 17 Pro

FORD: TOTAL U.S. VEHICLE SALES IN OCT WERE UP 1.6% AGAINST PROJECTED 3% DECLINE FOR OVERALL INDUSTRY $F

BEYOND MEAT INTRODUCES NEW VALUE PACK OF ITS LATEST BEYOND BEEF AT RETAILERS ACROSS CANADA $BYND

ALPHABET IS LOOKING AT SELLING ABOUT $15 BILLION OF BONDS IN THE US - BLOOMBERG $GOOGL

STATEMENT: Boeing Sells Portions Of Digital Aviation Solutions Unit To Thoma Bravo In $10.55B All-Cash Deal; Transaction Has Closed $BA

$AMZN $NVDA - AMAZON SHARES JUMP 5% PREMARKET ON OPENAI DEAL NVIDIA SHARES EXTEND GAINS TO RISE AS MUCH AS 3%

$AMZN $NVDA - AMAZON INKS $38 BILLION DEAL WITH OPENAI TO SUPPLY NVIDIA CHIPS

AWS And OpenAI Strike Multi-Year Deal As OpenAI Commits $38B To Expand Compute Capacity On AWS, Tapping Cloud Scale, Pricing And Security $AMZN

AWS AND OPENAI ANNOUNCE MULTI-YEAR STRATEGIC PARTNERSHIP OPENAI: REPRESENTING $38B COMMITMENT, OPENAI WILL EXPAND COMPUTE CAPACITY WHILE BENEFITTING FROM THE PRICE, PERFORMANCE, SCALE, AND SECURITY OF AWS

$NVDA - LOOP CAPITAL: NVIDIA COULD REACH $8.5 TRILLION ON ‘GOLDEN WAVE’ OF AI Loop Capital raised its Nvidia price target to $350 from $250 — over 70% upside and implying a market cap above $8.5 trillion. Analyst Ananda Baruah said Nvidia is leading a new “Golden Wave” of AI

Iren Lands $9.7B AI Cloud Deal With Microsoft; To Deploy Nvidia GB300 GPUs At Texas Campus Through 2026 And Spend $5.8B On Dell Hardware For Five-Year Partnership $MSFTT $IREN

TRANSPORTATION SECRETARY SEAN DUFFY SAYS AIRPORT DELAYS ARE "GOING TO GET WORSE" AS SHUTDOWN DRAGS ON Transportation Secretary Sean Duffy warned Sunday on "Face the Nation" that airport delays will worsen as the government shutdown continues, leaving air traffic controllers

DUFFY: WE ARE 2,OOO TO 3,000 AIR TRAFFIC CONTROLLERS SHORT

GOLDMAN SACHS: POTENTIAL SHUTDOWN COULD HIT ECONOMY HARDEST ON RECORD Goldman Sachs economist Alec Phillips warned a U.S. government shutdown could have the largest economic impact ever, likely lasting longer than the 35-day 2018–19 shutdown and affecting more agencies. A

EVERCORE: U.S. BULL MARKET STILL STRONG, BUY STOCKS Evercore ISI advised buying U.S. stocks, saying the S&P 500 could hit 7,750 by end-2026 as key signs of a market top are missing. Analyst Julian Emanuel said gains are being led by AI-driven sectors like tech, communication

US SOFR SURGED 18 BASIS POINTS TO 4.22%, MOST IN A YEAR

$CRWD $NVDA $AMZN - CROWDSTRIKE, AWS, AND NVIDIA EXPAND GLOBAL CYBERSECURITY STARTUP ACCELERATOR TO DRIVE CLOUD AND AGENTIC AI INNOVATION

*MIRAN: DON'T THINK WE NEED TO MOVE FASTER THAN 50 BPS CLIPS *MIRAN: WILL ADVOCATE ANOTHER 50 BPS CUT IF FORECAST PLAYS OUT

EYEWITNESSES REPORT SHAKING IN TÜRKIYE - EMSC

CHINA'S FOREIGN MINISTER: TAIWAN ISSUE IS CHINA'S INTERNAL AFFAIR

$TSLA - SPAIN NEW TESLA REGISTRATIONS FALL 30.6% Y/Y IN OCTOBER TO 393 CARS, ANFAC INDUSTRY GROUP SAYS

$NVDA - LOOP CAPITAL SEES BIG UPSIDE FOR NVIDIA Loop Capital raised its Nvidia price target to $350 from $250, implying a 73% upside, while keeping a buy rating. Analyst Ananda Baruah expects Nvidia to double GPU shipments to 2.1 million by early 2026, with rising prices

$NVDA - Nvidia will soar nearly 75% as GPU shipments double in the next year, says Loop Capital

MIRAN: SOME FINANCIAL METRICS ARE LOOSE BUT HOUSING CONDITIONS FOR EXAMPLE ARE TIGHT

$NVDA - NVIDIA SHARES UP 2% PREMARKET AFTER REPORT US ALLOWS MICROSOFT TO SHIP NVIDIA AI CHIPS TO USE IN UAE FOR FIRST TIME

FED'S MIRAN: REPEATS NEUTRAL IS QUITE A WAY BELOW CURRENT POLICY

CHINA CALLS RUSSIA A “GOOD NEIGHBOR,” SEEKS CLOSER TIES Chinese Premier Li Qiang said Monday that Beijing is ready to deepen cooperation with Russia to protect both countries’ interests, especially in security. During talks with visiting Russian Prime Minister Mikhail

$NVDA - US ALLOWS MICROSOFT TO SHIP NVIDIA AI CHIPS TO USE IN UAE FOR FIRST TIME: FT

US COULD SEND TROOPS TO MEXICO TO FIGHT DRUG TRADE The U.S. is reportedly drafting plans to send forces to Mexico for an anti-drug operation currently in early stages, focused on training and defining its scope. Unnamed officials say the mission would rely mainly on drone

CHINA'S CSI SEMICONDUCTOR INDUSTRY INDEX DOWN 3.5% CHINA'S TECH-FOCUSED STAR50 INDEX DOWN MORE THAN 2%

*CHINA OCT. CAIXIN MANUFACTURING PMI 50.6; EST. 50.9

TRUMP ON XI JINPING AND PUTIN: EXTREMELY STRONG LEADERS WHO CANNOT BE UNDERESTIMATED

$SPR | Spirit AeroSystems | Q3 2025 Earnings Overview • Revenue: $1.59B vs. $1.94B est — Major miss as production slowdowns and manufacturing setbacks weighed heavily on top line. • Operating Income: -$647M — Deep operating loss amid ongoing cost and quality challenges,