BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↓37.97% for Week of NOV 06 2025

Market Wrap:

• Futures flat: Dow -58 (-0.1%), S&P and Nasdaq near unchanged.

• Choppy week left Nasdaq -0.5% as AI leaders slid.

• Dow and S&P eked gains despite Thursday’s drop.

• Valuation fears and slower Fed cuts pressured tech.

• Tom Lee sees a rally ahead, targeting S&P 7,000+.

• Nvidia earnings Wednesday to test AI sentiment.

• Walmart and Home Depot results to gauge consumers.

EARNINGS

Here’s what we’re watching this week:

• TUE: *Baidu $BIDU ( ▼ 3.85% ), *Home Depot $HD ( ▼ 1.55% ) 

• WED: *Lowe’s $LOW ( ▼ 1.56% ), Target $TGT ( ▼ 0.8% ) 

  • Nvidia $NVDA ( ▲ 1.77% ) - earnings of $.98 per share (+7.7%) on $14.8B revenue (+7.2%)

• THU: Gap $GAP ( ▼ 0.58% ), Ross Stores $ROST ( ▼ 0.77% ), Webull $BULL ( ▼ 4.22% ) 

  • *Walmart $WMT ( ▼ 0.06% ) - EPS of $.60 (+3.4% YoY) on $175.14B revenue (+4.3% YoY)

Full calendar here »

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HEADLINES

Skittish Tech Investors Turn to Nvidia Results for Next Cues

Bonds Are Heading for the Best Year Since 2020

• Wall Street sees tech sell-off as short-term blip (more)

• ‘Buy the dip’ investors save stocks from a brutal week (more)

• As Fed hawks press their case, traders bet against December cut (more)

• Trump's $2,000 tariff check requires new law, Bessent says (more)

• Trump buys at least $82M in bonds since late August, disclosures show (more)

• Bessent says US must trust China's word on trade deal (more)

• Hedge funds trim stakes in 'Mag Seven' stocks in third quarter (more)

• Dollar steady as investors eye release of US data backlog (more)

• Berkshire added $4 bln Alphabet stake and further pared Apple stock (more)

• Boeing targets industrial stability before new output rises (more)

• AI is making Big Tech weaker (more)

• Hyundai Motor announces $86B investment in S. Korea after US trade deal (more)

• Popular zero-day options strategies keep a lid on stock rallies (more)

• Crowded emerging-market trades draw warnings from money managers (more)

DEALFLOW

M+A | Investments

• Merck to buy Cidara in $9.2b deal as sales drop looms

• Live Oak acquires Teamshares Inc for $9.2B

VC

• Cursor, an AI development platform provider, closed its Series D funding round, raising $2.3B at a post-money valuation of $29.3B

• CHAOS Industries, a defense technology company, raised $510M in funding

• Gopuff, an instant commerce company, raised $250M in funding

• Parallel Web Systems, a web search infrastructure for AI agents, raised $100M in Series A funding

• TandemAI, a drug discovery company, raised $22M in Series A extension funding

• Self, a provider of zero-knowledge (ZK) identity solutions, raised $9M in Seed funding

• Obello, an AI graphic design platform, raised $8.5M in Seed funding

• Confidein, an AI and Faith technology company, closed its $6M Seed funding round

• Sensetics, a haptics and touch data company, raised $1.75M in Pre-Seed funding

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CRYPTO

• Americans are heating their homes with bitcoin this winter (more)

• Bitcoin Is on the verge of erasing year’s gain as rout deepens (more)

• New crypto deals put retail at risk after $17 billion wipeout (more)

BULLISH BITES

📈 This may be the biggest opportunity in history *

🌟  Twilight of the star CEO.

🛒 Americans are addicted to cheap stuff.

🎲 Wanna bet? Online prediction markets wager that you will.

🤠 "Landman" TV show reflects oil industry's renewed swagger.

DAILY SHARES

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