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No one was expecting this
Wall Street goes on a wild ride: ‘No one was expecting this’, Bessent says no recession risk for US economy, flood of AI bonds adds to pressure on markets, a swath of bank customer data was hacked, Trump’s net worth drops $1.1 billion...
Market Briefing
November 24, 2025
In partnership with
Good morning.
The Fast Five → Wall Street goes on a wild ride: ‘No one was expecting this’, Bessent says no recession risk for US economy, flood of AI bonds adds to pressure on markets, a swath of bank customer data was hacked, Trump’s net worth drops $1.1 billion…
📌 New warning from the analyst Barron’s called “prescient”: AI’s PHASE II IS COMING — Millions of Americans are about to be blindsided by the second, far more sinister phase of the artificial intelligence revolution… act now before it’s too late for your financial well-being. Go here to stream this new exposé now » (ad)
Calendar: (*Shutdown may affect key data. All times ET) - Full Calendar »
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Your 5-minute briefing for Monday, Nov 24:
BEFORE THE OPEN
As of market close 11/21/2025. Bitcoin as of 11/23/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↑32.58% for Week of NOV 13 2025
Previous week: 31.62%
Market Wrap:
Futures rebound: Dow +200, S&P +0.6%, Nasdaq +0.8%.
Market trying to recover after AI-driven November slide.
S&P -3.5% MTD; Nasdaq -6.1%; Dow -2.8%.
NY Fed’s Williams kept a December cut on the table Friday.
Thin holiday trading could fuel volatility this week.
Key data Tuesday: retail sales + PPI.
EARNINGS
Here’s what we’re watching on this short, holiday week:
TUE: *Abercrombie & Fitch $ANF ( ▼ 6.1% ), *Alibaba $BABA ( ▲ 5.1% ), *Kohl's $KSS ( ▲ 0.13% ), Petco $WOOF ( ▲ 1.83% )
*Best Buy $BBY ( ▼ 1.09% ) - $1.31 EPS (+4% YoY) on $9.59B revenue (+1.5% YoY)
Dell Technologies - $2.48 EPS (+15.3% YoY) on $27.3B revenue (+12.9% YoY)
From the financial renegade who has predicted almost every major economic event since the late ‘90s comes an urgent new warning:
America Is About To Be Displaced —
An unstoppable new force is about to destroy millions of Americans financially (Goldman Sachs estimates 12,400 daily), while generating millions of dollars for others… Which side will you be on?
- a message from Porter & Company -
HEADLINES
The S&P 500 fell almost 2% this past week as fears of an AI bubble led to sharp intraday market swings.
Treasury Secretary Bessent said the US was not at risk of entering a recession in 2026 and that Americans would soon benefit from President Trump’s policies.
Stocks rise as traders push up bets of December Fed cut (more)
Some hope after last week’s US market rout (more)
Bessent: Health care announcement coming this week (more)
Economists say Sept. jobs report complicates Fed rate cut path (more)
Flood of AI bonds adds to pressure on markets (more)
Investors eye holiday season turbulence amid AI and rate cut doubts (more)
Trump’s net worth drops $1.1 billion (more)
Dollar steady, Thanksgiving looms as yen test (more)
Gold steady as market weighs chance of another US rate cut (more)
Oil falls as Ukraine peace talks edge toward a solution (more)
AI investors want more making it and less faking it (more)
Google must double AI serving capacity every 6 months to meet demand (more)
Investors clamor for a peek behind the private markets curtain (more)
A swath of bank customer data was hacked, FBI is investigating (more)
BHP walks away from last stab at Anglo American takeover (more)
DEALFLOW
M+A | Investments
Daily Mail owner strikes $650 million deal to buy the Telegraph
Restaurant chain California Pizza Kitchen to be acquired by investor group
bQuest received an investment from First Rate Ventures
VC
Point One Navigation, a company specializing in location technology, raised $35M in Series C funding
Redrob, a platform for AI-driven B2B lead generation, raised $10M in Series A funding
Pibit.AI, an insurtech company, raised $7M in Series A funding
Twenty, a cyber warfare technologies company, closed a Series A funding round
Tailor, a headless ERP platform for retail and ecommerce brands, closed Series A add’l funding bringing total to $37M
HelloTrade, a blockchain-powered trading platform provider, closed a $4.6M seed funding round
Relixir, an AI search inbound engine provider, raised $2M in Seed funding
QSimulate, a quantum simulation technology company, raised an additional amount in Seed funding
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CRYPTO
BULLISH BITES
📊 Nvidia didn’t save the market. What’s next for the AI trade?
💰 The fate of Google’s ad tech monopoly is now in a judge’s hands.
✌️ Poll: Americans with six-figure incomes are in 'survival mode.’
🧖🏻♂️ The hottest AI wearables and gadgets you can buy right now.
DAILY SHARES
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