BEFORE THE OPEN

Pre-Market:

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

Market Wrap:

• Futures up: Dow +0.07%, S&P +0.6%, Nasdaq +1.1%.

• Amazon +13% on strong AWS; Apple +3% on solid Q4/holiday guide.

• Netflix +3% after announcing 10-for-1 stock split.

• Thursday: Meta, Microsoft, Nvidia slump, pulling indexes lower.

• Trump–Xi reach one-year truce: tariff cut + pause on rare-earth controls.

• Indexes on pace for weekly/monthly gains; October remains strong.

EARNINGS

Here’s what we’re watching this week:

• Today: *Chevron $CVX ( ▲ 2.74% ), *Exxon $XOM ( ▼ 0.29% )

Full calendar here »

A MESSAGE FROM BEHIND THE MARKETS

Bloomberg Won’t Tell You This—

Bloomberg says AI is a $50 trillion revolution.

And at the center of it… isn't NVIDIA.

It's a tiny supplier NVIDIA cannot live without.

This firm controls nearly 7,000 patents on the technology powering NVIDIA's new Blackwell and THOR Superchips.

Patents so critical, the U.S. government blocked NVIDIA's attempt to buy the company outright - calling the tech "vital to national security."

Now insiders like Ken Griffin and Stanley Druckenmiller are dumping NVIDIA shares… and quietly piling into this obscure stock.

And with NVIDIA set to make a major announcement on November 19th at 5pm, time is running out.

Your access has been approved - go here now to unlock the report »

"The Buck Stops Here,"
Dylan Jovine, CEO & Founder
Behind the Markets

HEADLINES

Trump Goes Back to the Future with China Deal

Netflix Announces 10-for-1 Stock Split

• Nasdaq leads stock slide amid Meta's dive (more)

• US says China to buy 87M tons of soybeans through 2028 (more)

• Trump pushes for a US-led digital economy that's free of tariffs (more)

• Powell comments on future rate cuts reflect growing division within the Fed (more)

• Bullish options plays set to boost S&P 500 gyrations around 7,000 level (more)

• Global central banks converge towards rate cut caution (more)

• Bessent says China has approved TikTok transfer deal (more)

• Gold gains as Fed trims rates, investors assess US-China trade deal (more)

• Oil prices steady as investors assess US-China trade truce (more)

• China factory activity sees longest slump in almost a decade (more)

• Mortgage rates fall for fourth consecutive week, lowest level in over a year (more)

• Amazon stock soars on big earnings beat, AWS growth (more)

• Meta stock has worst day in 3 years, dropping 11% on higher AI spend (more)

  • Meta to issue bonds worth up to $30 billion (more)

• Chipotle stock craters as young diners are 'particularly challenged' (more)

• Alcohol stocks take $830B hit as drinking habits change (more)

• Fiserv’s $30B plunge followed client backlash on fees (more)

DEALFLOW

M+A | Investments

• Nvidia to invest up to $1B in AI startup Poolside

• Hitachi Energy buys stake in US-based Shermco

• Japan’s NEC to acquire US-based CSG Systems for ~$2.89B

• Morgan Stanley to buy private-shares platform EquityZen

• AIG, Onex partner to buy specialty insurer Convex in $7 billion deal

• ADP acquires Pequity

• Social Assurance acquires MindMixer

• LeanDNA receives investment from Accel-KKR

VC

• Fruitist, a superfruit brand, raised $150M in equity financing

• SimSpace, a provider of intelligent cyber range for elite cybersecurity organizations, raised $39M in debt and equity funding

• xMEMS Labs, Inc., a developer of solid-state MEMS speakers, closed a $21M Series D funding round

• Ornn AI Inc., a company building the global financial infrastructure to power the age of intelligence, closed a USD 5.7M Seed funding round

• Catalyx Space, Inc., a space infrastructure company providing solutions for orbital missions across industries, raised $5.4M in Seed funding

• Helex, a therapeutics company developing a new class of targeted medicines for genetic kidney diseases, raised $3.5M in Seed funding

• Surgical Automations, a surgical-robotics company leveraging AI to transform gastrointestinal endoscopy, raised $3.4M in Seed funding

• Hoop.dev, a platform that eliminates secure access as the primary friction in application delivery, raised a Seed funding in undisclosed amount

The Small Stock Powering Apple, Meta, and Amazon

This little-known company doesn't make chips...

It designs the blueprints Big Tech can't live without.

Apple, Meta, Amazon, and Google all license its architecture to power next-gen AI.

And it's quietly expanding into servers, autonomous cars, and AI factories.

Click here to discover this under-the-radar AI supplier >>>.

- a message from Behind The Markets -

CRYPTO

• Bitcoin slides below $108K, crypto stocks sink as 'Uptober' disappoints (more)

• Strategy reports quarterly profit on bitcoin gains, shares rise (more)

• Coinbase earnings top estimates, helped by robust trading volume (more)

BULLISH BITES

📈 Tiny chipmaker powering NVIDIA's next-generation AI Superchips. * 

💥  Here’s how the AI crash happens.

📊 How five Gen Z-ers are playing this year’s volatile market.

🥔 How the potato became a coveted prize for trick-or-treaters.

👩‍🎤 The Best ’80s Albums, definitively ranked.

DAILY SHARES

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