BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↑44.03% for Week of OCT 30 2025

Market Wrap:

• Futures lower: Dow –0.2%, S&P –0.26%, Nasdaq –0.4%.

• Palantir swings after earnings and AI guidance.

• Amazon–OpenAI deal lifts Nasdaq; S&P +0.2%, Dow –0.5%.

• Breadth weak: 300+ S&P stocks declined.

• Q3 earnings strong: 80% beat; AI capex stays heavy.

• Mag-7 results diverge, but tech still leads.

• Goldman: stick with megacap tech; Fed cuts/capex are key drivers.

EARNINGS

Here’s what we’re watching this week:

• Today: AMD $AMD ( ▲ 1.38% ), *Pfizer $PFE ( ▲ 0.04% ), Uber $UBER ( ▲ 3.34% ), *Yum! Brands $YUM ( ▲ 0.85% )

• WED: DoorDash $DASH ( ▼ 4.84% ), Duolingo $DUOL ( ▼ 2.11% ), Joby Aviation $JOBY ( ▼ 5.88% )

  • *McDonald's $MCD ( ▼ 0.69% ) - $3.33 EPS (-3.1% YoY), on $6.96B revenue (+1.3% YoY) and same-store sales growth of 2.5%

  • Robinhood $HOOD ( ▲ 0.2% ) - $.54 EPS, more than triple the $.17 EPS from the year-ago period – on $1.22B revenue (+90.8% YoY)

• THU: Airbnb $ABNB ( ▲ 0.21% ), *Tapestry $TPR ( ▼ 3.18% ), *Warner Bros. Discovery $WBD ( ▼ 0.71% )

Full calendar here »

A MESSAGE FROM STANSBERRY RESEARCH

Best A.I. Move for People 50+

If you're 50 or older... or thinking ahead to retirement... legendary investor Whitney Tilson says this could be your smartest financial move of the entire AI boom.

It's time to look past Nvidia and the "Magnificent 7."

Whitney, a retired hedge fund manager once dubbed "The Prophet" by CNBC, is sharing a new AI story.

His brand-new stock system just gave one company a near-perfect grade... and it's not a name you've heard on the news.

The company just signed a huge new AI deal with a key tech partner, and you'll soon see a massive nationwide rollout.

Whitney's giving away the name, ticker, and full breakdown for no cost.

Go here to see why this could be the smartest move for anyone over 50 in today's market.

Matt Weinschenk
Director of Research, Stansberry Research.

HEADLINES

OpenAI, Amazon Strike 7-Year, $38 Billion Deal

Big Tech's AI Bets Show Market Bubble has 'Good Ways to Go'

• S&P, Nasdaq rise to kick off November (more)

• Third-quarter earnings are indicating a divided economy (more)

• Loan demand from US mid- and large firms improves, Fed survey shows (more)

• Oil steadies as market digests OPEC+ output plans (more)

• BofA CEO Brian Moynihan to face investors with the worst returns on Wall St (more)

• Alphabet is selling $25 billion of bonds in US, Europe (more)

• Microsoft signs $9.7 billion deal with data center firm IREN (more)

• Starbucks sells majority stake in China business, valued at $4B (more)

• Palantir shares fall after record run-up despite sales surge (more)

• Kimberly-Clark agrees to buy Tylenol owner Kenvue in $48.7B deal (more)

• Tesla faces widening federal probe into door handle safety issues (more)

• Millennium sells $2 billion minority stake in hedge fund firm (more)

DEALFLOW

M+A | Investments

• Kimberly‑Clark to acquire Kenvue for ~$48.7 B including debt

• UPS acquires Andlauer Healthcare Group for $1.6B

• CareScout Completes Acquisition of Seniorly

• Millennium Management sells 15% stake to select investors at ~$14B valuation

• CoreWeave buys Marimo

• DoseMe acquires Firstline

• CareScout completes acquisition of Seniorly

• RiPSIM Technologies receives investment from Swisscom Ventures

• onX receives strategic investment from TCV

• Zaelab receives investment from ServiceNow

VC

• Infravision, a company focusing on how grids are built and maintained with aerial robotics, raised $91M in Series B

• Lettuce Financial, a fintech startup focused on solutions for solopreneurs, raised $28M in funding

• Teleskope, a company improving data security, raised $25M in Series A funding

• AUI, a company building neuro-symbolic foundation models for conversational AI raises $20M at $750M valuation

• Popai Health, a patient conversation intelligence company that turns patient conversations into action, raised $11M in funding

• Cob, a snacking brand, raised an undisclosed amount in Seed funding

Buy This AI Stock Tomorrow Morning?

A former hedge fund manager known for spotting early winners is sounding the alarm once again. He called Netflix at $7.78 (up 4,200% since), Apple at $0.35 (up 20,000%), and Amazon at a split-adjust $2.41 (up 3,200%).

Now he's turning his focus to a little-known AI company that just earned a near-perfect score in his new proprietary stock grading system.

In a brand-new presentation, he reveals the name, ticker symbol, and why this could be the smartest AI move of the year... especially if you're over 50. Watch it here before word gets out »

- A message from Stansberry Research -

CRYPTO

• Ether falls 7% following a multimillion dollar hack of a decentralized finance protocol (more)

• Trump says he has ‘no idea who’ Binance’s CZ is after pardoning him (more)

• Microsoft's $9.7B IREN deal shows bitcoin miners' AI pivot paying off (more)

BULLISH BITES

📈 This stock gets a 94 out of 100. * 

🤖  The AI industry is running on FOMO.

🚘 ‘Eyes-off driving’ is coming, and we’re so not ready.

👨🏻‍🦱 Men’s groups (not ‘boys clubs’) quietly emerge in Big Business.

🧱 They tear down walls and hire architects to make room for their Lego worlds.

DAILY SHARES

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