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Bitcoin plummets as investors brace for more volatility, BofA: it’s time to add crypto to portfolio, Cyber Monday online sales hit $9.1 billion, OpenAI just made another circular deal, Burry says Tesla is 'ridiculously overvalued'...
Market Briefing
December 02, 2025
In partnership with
Good morning.
The Fast Five → Bitcoin plummets as investors brace for more volatility, BofA: it’s time to add crypto to portfolio, Cyber Monday online sales hit $9.1 billion, OpenAI just made another circular deal, Burry says Tesla is 'ridiculously overvalued'…
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Calendar: (*Shutdown may affect key data. All times ET) - Full Calendar »
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Your 5-minute briefing for Tuesday, Dec 2:
BEFORE THE OPEN
As of market close 12/1/2025
Pre-Market:
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US Investor % Bullish Sentiment:
↑32.58% for Week of NOV 20 2025
Previous week: 31.62%
Market Wrap:
Futures flat after a weak start to December.
Monday snapped 5-day win streaks as risk-off tone returned.
Crypto hit hard: bitcoin -6%, Coinbase/HOOD down; gold +, yields +.
Tech slipped: Alphabet -1.7%, Palantir and Broadcom lower.
Fed cut odds for Dec. 10 now ~88%, sharply higher vs mid-Nov.
Nationwide: tailwinds intact; risks are AI buildout + valuations.
December seasonality strong historically for the S&P.
EARNINGS
Here’s what we’re watching this week:
Today: American Eagle $AEO ( ▲ 0.17% ), CrowdStrike $CRWD ( ▲ 0.37% )
WED: *Dollar Tree $DLTR ( ▲ 3.86% ), Five Below $FIVE ( ▲ 4.11% ), *Macy's $M ( ▲ 2.64% )
Salesforce $CRM ( ▲ 3.66% ) - EPS of $2.86 on $10.27B revenue
THU: *Kroger $KR ( ▲ 0.24% ), Ulta Beauty $ULTA ( ▲ 10.8% )
*Dollar General $DG ( ▲ 2.59% ) - EPS of $.93 on $10.6B revenue
The Hidden Winners Behind Gold’s Recent Surge
Gold blasted past $4,300 recently. It's up almost 50% in the past year. But why settle for 50% like most coin buyers… when past gold cycles have thrown off gains of 2,300%, 7,746%, even 9,850%?
Weiss Ratings' gold expert Sean Broderick reveals what he believes is a more profitable way to play this surge. No futures, no options, no vault required.
- a message from Weiss Ratings -
HEADLINES
The firm is endorsing a 1%-4% allocation to digital assets for its wealth management clients.
Burry's latest missive comes after the noted short seller took bearish bets against Nvidia and Palantir.
Wall Street ends lower as yields climb; crypto stocks drop (more)
US Cyber Monday online sales hit $9.1 billion (more)
Treasuries lead global bond selloff amid corporate supply surge (more)
US manufacturing stuck in doldrums as tariff headwinds persist (more)
Dollar on the defensive as PMI data boosts case for rate cut (more)
Oil climbs over $1 a barrel on OPEC action, Ukraine attack (more)
Bitcoin plummets as analyst warns to brace for 'more volatility' (more)
Nvidia takes $2 bln stake in Synopsys as AI deal spree accelerates (more)
Goldman Sachs bets on active ETFs (more)
Costco joins companies suing for refunds if Trump’s tariffs fall (more)
OpenAI just made another circular deal (more)
Netflix offers mostly cash for Warner Bros. in new bid round (more)
NYC getting three casinos in major gambling expansion (more)
The Smartest Free Crypto Event You’ll Join This Year
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Join our free 3‑day virtual summit and meet the crypto experts who can help you build out your portfolio. You’ll walk away with smart, actionable insights from analysts, developers, and seasoned crypto investors who’ve created fortunes using smart strategies and deep research.
No hype. No FOMO. Just the clear steps you need to move from intrigued to informed about crypto.
DEALFLOW
M+A | Investments
Goldman Sachs agreed to acquire Innovator Capital Management
Unilever is selling the snack brand Graze to Katjes International
SAI360 acquired Plural Policy
Mamava acquired TalkBox
PayRange acquired KioSoft Technologies
VC
Omni Fiber, a provider of fiber optic Internet services in the Midwest, raised $210M in funding
Protego Biopharma, Inc., a clinical-stage biotechnology company, closed a $130M Series B financing
Nevis, an AI platform for wealth management, raised $35M in Series A funding
Tutor Intelligence, an AI-powered fleet of warehouse robot workers, raised $34M in Series A funding
Mixx Technologies, an optical connectivity company for AI infrastructure, raised $33M in Series funding
Circular Genomics, a developer of circular RNA-based precision medicine tools, raised $15M in Series A funding
Raindrop, a monitoring platform for AI agents, raised $15M in Seed funding
Jeeva AI, an AI platform that enahnces productivity for sales teams, raised $9M in funding
Numerata, an AI-powered software development tools, raised an undisclosed amount in Seed funding
CRYPTO
BULLISH BITES
📊 Prediction markets offer unmatched accuracy, Polymarket CEO tells 60 Minutes.
🦸🏻♂️ Traders are flooding markets with risky bets. Robinhood’s CEO is their cult hero.
😬 AI, private credit: Blue Owl is the sum of all investor fears.
💼 A timeline of key moments in the history of work in America.
DAILY SHARES
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