BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↓31.62% for Week of NOV 13 2025

Market Wrap:

• Futures higher: Dow +222 (0.5%), S&P +1.1%, Nasdaq +1.6%.

• Nvidia +5% after crushing Q3 and guiding above forecasts.

• CEO Huang: demand for Blackwell chips “off the charts.”

• AI sentiment rebounds; AMD, Broadcom, Eaton gain after hours.

• S&P, Dow snapped 4-day slide Tuesday but still down for week.

• Fed minutes show split on cuts; odds of Dec cut now 33%.

• September jobs report due today after shutdown delay.

EARNINGS

Here’s what we’re watching this week:

• Today: Gap $GAP ( ▲ 8.24% ), Ross Stores $ROST ( ▲ 8.41% ), Webull $BULL ( ▲ 0.49% ) 

  • *Walmart $WMT ( ▼ 1.67% ) - EPS of $.60 (+3.4% YoY) on $175.14B revenue (+4.3% YoY)

Full calendar here »

A MESSAGE FROM ERIC FRY

Sell Nvidia and replace it with WHAT?! The truth behind Eric Fry's off-the-wall trade idea…

Eric Fry is breaking ranks with Wall Street by saying "Sell Nvidia." Because history, he says, is repeating itself. In 2000, Eric Fry told Barron's that folks should sell one of the dot-com boom's most beloved stocks right before it fell more than 90%.

Now, he says investors need to replace Nvidia stock with a much better alternative – before their money is wiped out.

Get the details here – including free tickers and analysis.

- a message from Eric Fry, InvestorPlace Digest -

HEADLINES

Nvidia’s Record Revenue and Upbeat Forecast Quiets AI Bubble Talk

Trump Urges Bessent to Take Federal Reserve Job

• Tech rebound helps S&P 500 snap four-day slump (more)

• Fed minutes show ‘many’ officials lean against December cut (more)

• US trade deficit drops 24% as Trump's tariffs reduce imports (more)

• BLS cancels October jobs report, couldn’t collect some data (more)

• US, Saudi tout new business deals at investment forum (more)

  • US approves sale of 35k AI chips to UAE’s G42, Saudis’ Humain (more)

• Bond market wagers on Fed rate cut crumble on jobs data void (more)

• Companies to hash out future of AI exports program with Trump official (more)

• It's OK, Nvidia says there's no AI bubble (more)

• Alphabet soars on ‘rave reviews’ for Gemini 3 AI model (more)

• Target plans another $1 bln investment to jumpstart sagging sales (more)

• Musk's xAI to build 500 megawatt data center in Saudi Arabia (more)

• Kraken confidentially files for IPO following $800M raise (more)

• Meta chief AI scientist is leaving to create his own startup (more)

• Blue Owl scraps merger of private credit funds after selloff (more)

DEALFLOW

M+A | Investments

• Palo Alto Networks to buy Chronosphere for $3.35B

• Schneider Electric seals $2.3B in US data centre deals to power AI boom

• Adobe will acquire Semrush for $1.9B

• Elliott inks deal to buy up to $6.5B of Klarna’s US loans

VC

• Lambda, a superintelligence cloud, raised over $1.5B in Series E funding

• Suno, a music tech company built to amplify imagination, raised $250M in Series C funding

• Profluent, a leader in frontier AI for protein design, raised $106M in financing

• Arbiter, a care orchestration platform, raised $52M in funding

• Method Security, a cybersecurity company, raised $26M in combined Seed and Series A funding

• Bedrock Data, a DSPM platform for data-centric security, governance and management, raised $25M in Series A funding

• Modern Life, an AI-powered life insurance company, raised $20M in Series A funding

• Tulu, a platform to enhance the living experience for residents, raised an additional $17M in Series A funding

• Jiga, an AI-driven sourcing platform, raised $12M in Series A funding

• Manta Cares, a digital health company focused on improving the cancer experience, raised $5.4M in Seed funding

• Synthio Labs, a clinical-grade voice AI company, raised $5M in Seed funding

• Athian, a platform that helps farmers adopt science-based practices and called protocols, raised $4M in Series A funding

• Kaaj, an agentic AI credit intelligence platform that simplifies small business lending, raised $3.8M in Seed funding

• Orion, an AI-driven risk intelligence company, raised $3.5M in funding

• KERV.ai, a company specializing in AI-powered video analysis, performance, and monetization, raised Series B funding

The Vault Just Opened on a $2T Market Opportunity

Elf Labs owns 100+ priceless trademarks for icons like Cinderella & Snow White. They’ve already earned $15M+ in royalties, and are now using AI to turn these legends into living, interactive worlds for the next generation. With patented tech & a $2T market opportunity ahead, the next chapter of entertainment is being written in real time.

Invest in Elf Labs

_{This is a paid advertisement for Elf Lab’s Regulation CF offering. Please read the offering circular at https://www.elflabs.com/}

CRYPTO

• The Crypto trades that amplified gains are now turbocharging losses (more)

• Abu Dhabi fund tripled Bitcoin bet in months before crypto crash (more)

• Bitcoin slide spurs record withdrawals from BlackRock’s IBIT (more)

• Bitcoin daredevils leave market on edge as levered bets misfire (more)

BULLISH BITES

💰 How to screw everything up and get paid for it. *

💥  What to expect if this economic cycle mirrors 2001.

🤪 Even Sundar Pichai thinks the AI investment boom has “elements of irrationality.”

📚 OpenAI launches bespoke ChatGPT for teachers.

⌛️ 10 subtle signs that you are ready to retire.

DAILY SHARES

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