Good morning.
The Fast Five → Midterms ignite rally, voters reject data centers, prediction markets win big on election night, Trump Media stock hit by midterm wallop, and every stock that moved because of the election…
📌 How to profit from "The SpaceX Supercycle" Act before November 11 →
(from Brownstone Research)
Calendar: Full Calendar »
Today:
Unemployment Claims, 8:30A
Tomorrow:
Average Hours Earnings, 8:30A
Non-Farm Empl Change, 8:30A
Unemployment Rate, 8:30A
Prelim Consumer Sentiment, 10A
Prelim Inflation Expectations, 10A
Your 5-minute briefing for Thursday, November 5:
BEFORE THE OPEN
As of market close 11/4/2026.
Pre-Market:
Market Wrap:
Futures: Dow +90 (+0.2%), S&P +0.1%, Nasdaq flat
Wed: Dow +1,500 (+3%), S&P +1.6%
Dow posted its best day since April 2025
Oil plunged 8% to $88.12 a barrel
Democrats secured control of both chambers of Congress
AppLovin surged 24%, while Qualcomm fell 6.5%
Focus shifts to jobless claims and Friday's jobs report
EARNINGS
Here’s what we’re watching: (*before the open)
Today: Affirm $AFRM ( ▲ 5.03% ), *Tapestry $TPR ( ▲ 3.55% ), *Wendy's $WEN ( ▲ 5.23% )
Jeff Brown Says "SpaceX Supercycle"
Could 39x Your Money
According to legendary tech investor Jeff Brown…
Three words on page 37 of the SpaceX IPO filing…
Signal Musk is about to trigger a rare wealth supercycle…
And send billions into a sector nobody associates with tech.
- A sponsored message from Brownstone Research -
HEADLINES
US stocks jumped on Wednesday after Democrats won control of both chambers of Congress in a seismic midterm election, paving the way for a divided government.
Residents in more than 30 localities across nine states voted for moratoriums, outright bans, and other measures, some in direct response to specific projects underway.
Stocks surge, oil plummets on Democrat victory (more)
History says don’t trust the bounce yet (more)
Every stock that moved because of the election (more)
AI investors forced to navigate the blue wave (more)
Market analysts react to Democratic sweep in US midterms (more)
JPMorgan trading desk sees tech rebounding after midterms (more)
Treasury borrows a record $839 billion in one week (more)
Billionaire tax measure trails as California tallies votes (more)
Oil steadies after 8% plunge on hopes for end to US-Iran war (more)
Gold heads for biggest daily gain since August on weaker dollar (more)
Prediction markets win big on election night (more)
SpaceX and Tesla 'need to find the path forward with Texas' (more)
Trump Media stock hit by midterm wallop (more)
Qualcomm tops Q4 estimates, offers better-than-anticipated outlook (more)
E.l.f. Beauty posts 51% sales increase, raises full-year guidance (more)
Apple puts a cap on how much its teams spend on AI (more)
CVS to split into two companies, in major breakup of its $117B empire (more)
DEALFLOW
M+A | Investments
Emvena Therapeutics receives investment from Penn-BioNTech Innovative Therapeutics Seed Fund
Ambiki receives additional investment from Green Hills Partners
VC
fal, a developer of infrastructure for generative media, raised $1.65B in Series E and F funding
Nooks, a revenue agent platform, raised $500M in funding
Applied Compute, a developer of custom open-source AI models for enterprises, raised $350M in funding
Sentra, an agentic data security platform, raised $150M in funding
Traversal, an AI site reliability engineering (AI SRE) platform for the enterprise, raised $120M in new funding
Pliant, a modular B2B payment platform, raised $80M in Series C funding
Lazarus AI, a company providing AI solutions for regulated industries such as insurance, healthcare and banking, raised $43M in funding
Finpilot, an AI-native operating system for institutional capital, raised $10M in Series A funding
Phaze, a remote access platform for people and AI agents, raised $8.75M in Seed funding
Shackleton AI, a provider of agentic technology for the construction industry, raised $5M in Seed funding
Brij Medical, a provider of surgical incision management solutions, raised $5M in funding
CRYPTO
BULLISH BITES
🟢 Musk opens "rarest wealth-building window known to man." *
💰 How big money lost the 2026 midterms.
✈️ Old, polluting jet engines are being scavenged to power data centers.
🫣 40-somethings are having a really hard time admitting they can no longer see.
🏆 The 2026 Grooming Awards: The 57 Best men’s fragrances, hair care, and more.
DAILY SHARES
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