BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↑44.03% for Week of OCT 30 2025

Market Wrap:

• Futures steady to start November: S&P +0.1%, Nasdaq +0.1%, Dow +16.

• October gains: S&P +2.3%, Dow +2.5%, Nasdaq +4.7%.

• AI momentum + easing US–China tensions helped fuel October rally.

• Earnings: 300+ S&P names in; 80% beat. Another 100+ report this week.

• November seasonality: historically S&P’s best month (+1.8% avg).

• Gov’t shutdown delays key data; SCOTUS to review Trump tariff case

EARNINGS

Here’s what we’re watching this week:

• Today:

  • Palantir $PLTR ( ▼ 0.58% ) - earnings of $.17 per share (+70% YoY) on $1.09B revenue (+50.5% YoY)

• TUE: AMD $AMD ( ▼ 1.09% ), *Pfizer $PFE ( ▲ 2.62% ), Uber $UBER ( ▲ 0.61% ), *Yum! Brands $YUM ( ▲ 2.53% )

• WED: DoorDash $DASH ( ▲ 1.01% ), Duolingo $DUOL ( ▲ 2.84% ), Joby Aviation $JOBY ( ▲ 0.23% )

  • *McDonald's $MCD ( ▲ 1.71% ) - $3.33 EPS (-3.1% YoY), on $6.96B revenue (+1.3% YoY) and same-store sales growth of 2.5%

  • Robinhood $HOOD ( ▲ 1.03% ) - $.54 EPS, more than triple the $.17 EPS from the year-ago period – on $1.22B revenue (+90.8% YoY)

• THU: Airbnb $ABNB ( ▲ 2.44% ), *Tapestry $TPR ( ▲ 3.0% ), *Warner Bros. Discovery $WBD ( ▲ 1.27% )

Full calendar here »

A MESSAGE FROM INVESTORPLACE

How to Screw Everything Up and Get Paid for It

Elon Musk just secured a $29B handout from Tesla's board to help "keep his energies focused." It's an obscene reward when the company's much-hyped pivot from EV to AI is still unproven, and its Optimus robot has zero pre-orders. But there's a much better play here... a little-known robotics stock already landing the kinds of huge deals Tesla can only dream of. This company's robots are in such high demand, it's already facing a $23 million backlog. Get the name, ticker and analysis free. No paywall. No strings.

HEADLINES

China to Suspend Some Rare Earth Curbs, US Chip Firm Probes

Wall Street Says Tokenization Will Change Global Markets. Gold is Next.

• AI rally and volatility define stock run since Trump’s return (more)

• Bessent: Broader recession possible without more rate cuts (more)

• Trump tariffs could add $40B to holiday shoppers’ and sellers’ costs (more)

• Key consumer groups under pressure are warning sign for US economy (more)

• Dollar has second best month of 2025 on data void, hawkish Fed (more)

• OPEC and allies agree to boost oil production, then pause (more)

• Big Tech earnings reveal cracks in case for massive AI spending (more)

• OpenAI is the hot buzzword on corporate earnings calls (more)

• Berkshire profit rises, cash soars to record (more)

• Reddit stock jumps 7% after showing strong advertising and user growth (more)

• Layoffs at Amazon, UPS, Target, and others have little to do with AI (more)

• Disney pulls ABC, ESPN and more from YouTube TV as talks break down (more)

• Central Bancompany eyes up to $5.7B valuation in rare US bank IPO (more)

DEALFLOW

M+A | Investments

• Intel Corporation in talks to acquire AI-processor maker SambaNova Systems

• Innocap Investment Management receives investment from Bain Capital

VC

• Legora, a collaborative AI platform for lawyers, raised $150M in Series C funding at a $1.8B valuation

• Archy, an AI platform for dental practices, raised $20M in Series B funding

• Cephia, a startup building advanced AI computational imaging technologies and silicon sensors, raised $4M in Seed funding

• TranscendAP, a provider of an accounts-payable automation software, raised an undisclosed amount in venture funding

”This Man is My Kind of Contrarian”

Renowned Futurist, Eric Fry, has been seen on CNBC repeatedly this week voicing a highly contrarian call. "Nvidia, Amazon and Tesla are ticking time bombs in investors' portfolios," he says. Instead, he's sharing three NEW stocks positioned to take over as the tech kingpins of tomorrow.

Get Eric’s full “Sell This, Buy That” list right here »

- A message from InvestorPlace -

CRYPTO

• Bitcoin breaks October streak with first monthly loss since 2018 (more)

• November could be the new October for US crypto ETFs after shutdown Delays SEC decisions (more)

• Coinbase mulls $2B BVNK startup acquisition in stablecoin push (more)

BULLISH BITES

📉 Investing Legend: The end may be near for these iconic stocks. * 

🤔  What's next for the Big Tech stocks?

🤖 Meta has an AI product problem.

🧠 Microsoft AI chief says only biological beings can be conscious.

⛷ Vail’s CEO has transformed skiing, whether you like it or not.

DAILY SHARES

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