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Regionals spoil the banking party, tariff costs to companies this year: $1.2 trillion, Apple loses another AI exec to Meta, 10-year Treasury yield drops below 4%, and Bitcoin struggles to find momentum after historic wipeout...
Market Briefing
October 17, 2025
Good morning.
The Fast Five → Regionals spoil the banking party, tariff costs to companies this year: $1.2 trillion, Apple loses another AI exec to Meta, 10-year Treasury yield drops below 4%, and Bitcoin struggles to find momentum after historic wipeout…
📌 Circle Nov 6 – huge Tesla news? Tesla could be about to change forever. On November 6, insiders are warning of a "critical inflection point", which could have a dramatic impact on the stock market. Do not buy OR sell Tesla stock until you have all the facts. Full story here » (ad)
Calendar: (*Shutdown may affect key data. All times ET) - Full Calendar
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Your 5-minute briefing for Friday, Oct 17:
BEFORE THE OPEN
As of market close 10/16/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↓ 33.66% for Week of OCT 16 2025
Previous week: 45.87%
Market Wrap:
Futures slip: Dow -84 (0.2%), S&P, Nasdaq -0.3%.
Stocks fell Wed — Dow -0.7%, S&P -0.6%, Nasdaq -0.5%.
Regional banks tumbled; KRE ETF -6% after bad-loan disclosures.
Gold hit new records as yields and dollar retreated.
Speculative “froth” rising in small caps, not megacaps.
Shutdown enters week 3, freezing key economic data.
Week-to-date: S&P +1.2%, Nasdaq +1.6%, Dow +1%.
EARNINGS
None watched today. Full calendar here »
Buy This Stock Before Tesla’s November 6 Announcement
Tesla insiders are preparing for a dramatic "inflection point" on November 6.
That's the official, confirmed date of Tesla’s next big shareholders meeting - and it could hold the key to a massive announcement that'll take the whole stock market by surprise.
I'm certain Tesla's next move is going to create a big 10x buying opportunity.
In fact, it's the reason Elon just made his biggest insider buy ever, moving $1bn.
Just over two weeks later, he became the first person in history to be worth more than half a trillion dollars.
But I think that's just the opening act of a much, much bigger Tesla story.
Understand what's coming next - before the rest of the market works it out - and I believe you could see 1,000%+ returns, even if you never buy a single share in Tesla.
So what should you buy?
-Rob Spivey
Research Director, Altimetry.
- sponsored message from Altimetry -
HEADLINES
An index of regional lenders suffered its worst day since April’s tariff turmoil.
President Trump's tariffs will cost businesses more than $1.2 trillion this year, with most of that cost being passed on to consumers, according to a new study from S&P Global.
Wall Street jolted as bank woes stir credit angst (more)
Chamber of Commerce sues over Trump's $100K H-1B visa fee (more)
Ethics experts cringe as wealthy woo Trump with ballroom funds (more)
CEOs grow more apprehensive as tariff uncertainty weighs (more)
US budget deficit falls 2% in first decline since 2022 (more)
10-yr Treasury yield drops below 4%, hits lowest level since April (more)
US weekly jobless claims decline (more)
Oil prices drop to the lowest level in nearly five years (more)
Oracle stock rises as company confirms Meta cloud deal (more)
Apple readies high-end MacBook Pro with touch screen (more)
Apple loses another AI exec to Meta as AI talent war heats up (more)
Meta, Blue Owl seal $30 billion private capital deal for AI (more)
Nestlé cutting 16,000 jobs as evolving consumer tastes imperil Big Food (more)
United Airlines CEO warns an extended shutdown will hurt bookings (more)
Bitcoin struggles to find momentum after historic wipeout (more)
- We’re on a short break this week -
The sections: Dealflow, Crypto & Bullish will be back
on Monday, 10/20/25. Thank you for reading!
DAILY SHARES
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