BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↓37.97% for Week of NOV 06 2025

Market Wrap:

• Futures dipped: Dow -38, S&P -0.2%, Nasdaq -0.3%.

• Dow hit record above 48,000; S&P gained for 4th day.

• Rotation continued as investors moved from tech to value.

• Industrials, financials, and health care led the rally.

• Shutdown vote expected Wednesday night in the House.

• Missing data from the six-week stoppage adds volatility.

EARNINGS

Here’s what we’re watching this week: (* = before the bell)

• Today:

  • *Walt Disney $DIS ( ▲ 1.57% ) - $1.02 EPS (-10.5% YoY) on $22.8B revenue (+0.9% YoY)

Full calendar here »

A MESSAGE FROM ALTIMETRY

Buffet’s Strangest AI Investment —

Kids in their 20s are making billions on AI.

Per CNBC, Tech IPOs are "roaring" on Wall Street.

And the US government has sworn to do "whatever it takes" to win the AI race.

It's clear: We are now in the middle of the next big tech boom of our lifetime. 

And it seems billionaire Warren Buffett agrees. But not in the way you might expect.

My firm uses forensic market technology inspired by the CIA and Mossad. We dove into official market data to discover how Buffett is playing this AI boom.

It turns out, he's not buying stocks most people are reading about in the news. (He's actually sold off obvious tech stocks like Apple.)

Instead, Warren Buffett has been buying millions of shares of a very different kind of AI stock... that could soon deliver gains many times larger than some of the most popular companies on the market.

Go here to see the exact name and ticker symbol of Warren Buffett's unusual top AI stock – for no cost.

Rob Spivey
Director of Research, Altimetry 

- a message from Altimetry -

HEADLINES

WH: October Jobs, CPI Data Unlikely to Be Released

The Fed is Increasingly Torn Over a December Rate Cut

• Dow notches record-high close while Amazon weighs on Nasdaq (more)

• House takes step toward ending longest government shutdown in history (more)

• Trump to dine with Wall Street chieftains (more)

• Investors now see some corporate bonds as safer bets than gov’t debt (more)

• US insurers are binging on private credit, Moody’s says (more)

• US House report accuses China of minerals market interference (more)

• Gold gains 2% on optimism about US government reopening (more)

• Oil prices fall +$2/bbl as OPEC says 2026 supply to match demand (more)

• Anthropic to invest $50B to build data centers in US (more)

• Toyota opens US battery plant, confirms $10B investment plan (more)

• Cisco jumps on earnings beat, strong guidance and $1.3B in AI orders (more)

• AMD shares rise as investors cheer AI-driven revenue growth targets (more)

• FanDuel, CME to enter sports prediction markets (more)

• Waymo begins offering freeway robotaxi rides in SF, LA and Phoenix (more)

DEALFLOW

M+A | Investments

• Dayforce shareholders back Thoma Bravo’s $12.3B take-private deal

• Baytex Energy sells Eagle Ford assets for $2.30B

• CMCT sells lending arm to Peachtree affiliate for ~$44M

• Meperia receives strategic investment from Diversis Capital

• NextSense receives investment from Corundum Neuroscience

VC

• d-Matrix, a generative AI inference compute for data centers, raised $275M in Series C funding, at $2 bln valuation

• House Rx, a health tech company making specialty medications more affordable for patients, raised $55M in Series B funding

• BoomPop, an AI-powered platform for company events, raised $41M in funding

• Foxglove, a data and observability platform for Physical AI, raised $40M in Series B financing

• Tavus, a human computing company, raised $40M in Series B funding

• Attentive.ai, an AI-based takeoff platform for general contractors and suppliers, raised $30.5M in Series B funding

• Vend Park, a parking operation platform provider, raised $17.5M in Series A funding

• OnRamp, a customer onboarding and engagement platform, raised $15M, completing its Series A funding

• Joy, a platform improving the parenting experience, raised $14M in Series A funding

• Modulight Biotherapeutics, a novel optogenetic platform for the treatment of neurological disorders, raised $12.2M in Seed funding

• Deductive AI, a company specializing in AI-powered root cause analysis and resolution, raised $7.5M in Seed funding

’AI Bottleneck’ Now Threatens Entire Mag 7

A new critical failure has appeared in the AI market, and has now reached every AI company in America... including Nvidia, Microsoft, and Meta.
See what this could soon mean for your money right here ».

- a message from Altimetry -

CRYPTO

• Bitcoin plunges below $102K amid weak US demand, Fed divided on Dec cut (more)

• Key Bitcoin capitulation metric points to bottoming in price (more)

• A $25B Bitcoin bet is fraying as doubt hits big buyers (more)

• Crypto investor Dan Tapiero sees AI-blockchain crossover fueling next big wave (more)

BULLISH BITES

🚨 Trump to "reset" US economy on scale not seen in 50 yrs. *

🪙  US Mint presses final penny after more than 200 years.

📚 Introverts find community in silent book clubs.

🏰 Gstaad Palace doubles as the backdrop to show how to rock fall's best menswear.

🎁 The 30 best gift ideas for mom this holiday season.

DAILY SHARES

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