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Major coup
Huang: Nvidia is the world's only tech company, Apple design exec poached by Meta in major coup, Wall St shifts AI narrative from 'bubble' to 'air pocket', Fanatics launches prediction market in 24 states, and major banks running crypto-trading pilots with Coinbase...
Market Briefing
December 04, 2025
Good morning.
The Fast Five → Huang: Nvidia is the world's only tech company, Apple design exec poached by Meta in major coup, Wall St shifts AI narrative from 'bubble' to 'air pocket', Fanatics launches prediction market in 24 states, and major banks running crypto-trading pilots with Coinbase…
📌 “A MIRACLE!” – NVIDIA CEO Jensen Huang — NVIDIA's revolutionary new "thinking machine" could mint the next wave of AI millionaires. But not from buying shares of NVIDIA... Tech Legend Jeff Brown has uncovered NVIDIA's seven "hidden partners" poised to explode after CEO Jensen Huang's reveal. Click here to see why investors are piling in before Jan 6, 2026 → (ad)
Calendar: (*Shutdown may affect key data. All times ET) - Full Calendar »
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Your 5-minute briefing for Thursday, Dec 4:
BEFORE THE OPEN
As of market close 12/3/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↓ 32.03% for Week of NOV 27 2025
Previous week: 32.58%
Market Wrap:
Stocks rose as weak ADP jobs (–32K) boosted Dec. 10 Fed-cut odds (~89%).
Financials rallied on lower-rate hopes.
Microsoft fell 2.5% on AI-quota report; Nvidia/Broadcom slipped.
Bitcoin back >$93K.
Marvell +8% on data-center outlook; AEO +15% on strong holiday start.
EARNINGS
Here’s what we’re watching this week:
Today: *Kroger $KR ( ▲ 0.24% ), Ulta Beauty $ULTA ( ▲ 10.8% )
*Dollar General $DG ( ▲ 2.59% ) - EPS of $.93 on $10.6B revenue
“NVIDIA’s Magnificent 7”
Tech legend Jeff Brown – the Silicon Valley insider who called NVIDIA in 2016 before it skyrocketed over 30,000...
...has uncovered seven NVIDIA partner stocks set to explode after Jensen Huang's big announcement as early as Jan 6, 2026.
Handing early investors a once-in-a-lifetime chance to pocket generational wealth in America's FINAL AI boom.
HEADLINES
Nvidia CEO said his company is the only one in the world whose business model is fully driven by technology, rather than by social media or advertising, he said on a new episode of "The Joe Rogan Experience."
Meta has poached Apple Inc.’s most prominent design executive in a major coup that underscores a push by the social networking giant into AI-equipped consumer devices.
Indexes close higher as data keeps Fed rate cut expectations elevated (more)
Wall Street shifts AI narrative from 'bubble' to 'air pocket' (more)
Fed data suggests central bank has stopped losing money (more)
Private employers unexpectedly shed jobs in November (more)
Bitcoin keeps rallying with 'Santa rally' now in the cards (more)
Oil ticks up as traders weigh next steps in Russia-Ukraine war (more)
White House: New fuel economy rules will drive down car prices (more)
Nvidia scores lobbying win as Congress rejects chip export bill (more)
Jensen Huang: State-by-state AI regulation would drag industry to a halt (more)
Anthropic CEO: Gov’t will need to help retrain the post-AI workforce (more)
Delta Air sees $5 billion in profit in 2025, plans to repay debt (more)
Paramount hikes Warner Bros. breakup fee to $5 billion (more)
Fanatics launches prediction market in 24 states (more)
NVIDIA’s Next 100X Breakthrough
NVIDIA's revolutionary new invention just paved the way for the U.S. to achieve AGI 30 years early.
And Jeff Brown, the Silicon Valley insider who called NVIDIA in 2016...
Says 7 of NVIDIA's "hidden partners" could skyrocket after Jensen Huang's big announcement as early as January 6, 2026.
Handing early investors a once-in-a-lifetime chance to pocket generational wealth in the FINAL wave of America's AI boom.
- a message from Stansberry Research -
DEALFLOW
M+A | Investments
OpenAI agreed to acquire Neptune
Charles Schwab completes acquisition of Forge Global for $660M
VC
Angle Health, an AI platform for healthcare benefits, raised $134M in Series B funding
PermitFlow, an AI platform for construction permitting and license-management, raised $54M in Series B funding
Vinci, a developer of physics-driven AI for hardware design and simulation, emerged from stealth with $46M in total funding
Junevity, a biotech company extending healthspan via cell reprogramming, expanded its seed financing to $20M
Aether Biomachines, a company turning AI-designed proteins into real-world solutions, raised $15M in funding
Lyric Bio, a biomanufacturing startup developing human-tissue production systems, raised $6.6M in Seed funding
SelectFI, an automotive-AI company delivering predictive lending insights for dealerships, raised funding in undisclosed amount
CRYPTO
BULLISH BITES
🫣 The 3 things keeping OpenAI's Sam Altman up at night.
📈 Why silver price has been surging even more than gold.
🚀 How Blue Origin plans to beat SpaceX to the moon.
⭐️ San Francisco’s buzziest social-media star: Its Mayor.
DAILY SHARES
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