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Michael Dell to fund investment accounts for 25 million kids, Trump will announce Fed chief nominee in early 2026, forecast: AI bubble a "key downside risk", Intel soars on report it will supply chips for Apple, and OpenAI’s Altman declares ‘Code Red’ as rivals threaten AI lead...
Market Briefing
December 03, 2025
Good morning.
The Fast Five → Michael Dell to fund investment accounts for 25 million newborns, Trump will announce Fed chief nominee in early 2026, forecast: AI bubble a "key downside risk", Intel soars on report it will supply chips for Apple, and OpenAI’s Altman declares ‘Code Red’ as rivals threaten AI lead…
📌 'Bigger Than the Internet': Whitney Tilson just uncovered a phenomenon he believes could be "bigger than the Internet"... With billionaires pouring in and federal agencies clearing the runway, the early phase is ending fast. You still have a narrow chance to prepare - if you act before Jan 1. Go here to see the briefing » (ad)
Calendar: (*Shutdown may affect key data. All times ET) - Full Calendar »
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Your 5-minute briefing for Wednesday, Dec 3:
BEFORE THE OPEN
As of market close 12/2/2025
Pre-Market:
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US Investor % Bullish Sentiment:
↓ 32.03% for Week of NOV 27 2025
Previous week: 32.58%
Market Wrap:
Futures little changed after Tuesday’s rebound.
Marvell +10% and AEO +10% on strong after-hours updates.
Major indexes closed higher as Nvidia and Bitcoin bounced.
Choppy AI sentiment kept S&P and Dow briefly in the red.
Traders eye a year-end rally after November’s tech pullback.
Fed cut odds for Dec. 10 now ~89%, far above mid-Nov levels.
Today’s ADP report expected to show a steady labor market.
EARNINGS
Here’s what we’re watching this week:
Today: *Dollar Tree $DLTR ( ▲ 3.86% ), Five Below $FIVE ( ▲ 4.11% ), *Macy's $M ( ▲ 2.64% )
Salesforce $CRM ( ▲ 3.66% ) - EPS of $2.86 on $10.27B revenue
THU: *Kroger $KR ( ▲ 0.24% ), Ulta Beauty $ULTA ( ▲ 10.8% )
*Dollar General $DG ( ▲ 2.59% ) - EPS of $.93 on $10.6B revenue
How a Quiet Project Sparked a Gold Rush
It started as a whisper - an obscure technology buried in research labs. Then Sam Altman made his largest personal investment.
Bill Gates doubled down.
Even the White House stepped in. And now a January 1st deadline could flip the switch. The story is bigger than anyone realizes.
HEADLINES
In an unprecedented philanthropic gift, Michael and Susan Dell will give 25 million American children $250 each to jumpstart an investment account for their futures.
OpenAI CEO Sam Altman has set off a “code red” alert to employees to improve its flagship product, ChatGPT, and delay other product developments, according to The Wall Street Journal.
Wall Street holds steadier as bond yields and bitcoin stabilize (more)
AI bubble a "key downside risk" to US economy (more)
Trump will announce Fed chief nominee in early 2026 (more)
Strong start to holiday shopping masks signs of a fragile US consumer (more)
OECD: World economy surprisingly resilient to tariffs (more)
Dollar takes a breather ahead of Fed (more)
Intel soars on report it will supply chips for Apple (more)
American Eagle jumps 10% as it expects a big holiday, raises forecast (more)
Amazon challenges competitors with on-premises Nvidia ‘AI Factories’ (more)
Boeing stock jumps 10% as CFO expects higher deliveries next year (more)
Apple names former Microsoft, Google exec to succeed AI Chief (more)
Comcast’s bid seeks to merge NBCUniversal with Warner Bros. (more)
Can Amazon Solve America's Power Problem?
Amazon (AMZN) may have just cracked the AI power code and solved this country’s energy problems... Jeff Bezos just doubled down on a breakthrough tech that's fast-tracking a $40 trillion industry.
This is still flying under the radar, but it won’t be long before this is mainstream news.
- a message from Stansberry Research -
DEALFLOW
M+A | Investments
Marvell to buy chip startup Celestial AI for $3.25B
Prada finalizes purchase of fashion rival Versace for $1.4B
Connectbase acquired Cloud Age
Gonka received a $50M investment from Bitfury
VC
Kalshi, a prediction-market company, raised $1B in Series E funding at an $11B valuation
Curative, a health-plan services provider, raised $150M in Series B funding
Axiado Corporation, a security and infrastructure-management company, raised $100M in Series C+ funding
Antares, a nuclear-energy startup, raised $96M in Series B funding
Reema Health, a health tech company, raised $19M in Series B funding
Trial Library, an AI-enabled platform for access to clinical trials, raised $10M in Series A funding
Nada, a fintech company for homeowners, raised $10M in Series A funding
LizzyAI, an AI-native interview-platform provider, raised $5M in Seed funding
Minitap, an AI-powered mobile development platform, raised $4.1M in Seed funding
Clipbook, a vertical AI platform for strategic communications and public affairs, raised $3.3M in Seed funding
Soxton AI, an AI-native law firm and legal-solutions provider, raised $2.5M in Pre-Seed funding
CRYPTO
BULLISH BITES
🏆 Forbes unveils 15th Annual ‘30 Under 30’ List.
🦄 At least 80 new tech unicorns were minted in 2025 so far.
🍛 The end of the lunch bowl era.
🌍 And the new largest city in the world is…
DAILY SHARES
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