Slow-mo melt-up

'Slow-motion melt-up' rally continuing, AMD inks a multibillion-dollar deal with OpenAI, Bitcoin, gold, and silver surge, Trump approves stake in Trilogy Metals, and Tesla stock jumps after X posts tease product launch...

Author

Market Briefing
October 07, 2025

 

Good morning.

The Fast Five → 'Slow-motion melt-up' rally continuing, AMD inks a multibillion-dollar deal with OpenAI, Bitcoin, gold, and silver surge, Trump approves stake in Trilogy Metals, and Tesla stock jumps after X posts tease product launch…

📌 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: (all times ET) - Full Calendar

  • Today:
    Trade Deficit, 8:30A
    Consumer Credit, 3:00P

  • Tomorrow:
    FOMC Meeting Minutes, 2:00P

Your 5-minute briefing for Tuesday, Oct 7:

BEFORE THE OPEN

As of market close 10/6/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 42.92% for Week of OCT 02 2025

Previous week: 41.73%

Market Wrap:

  • Futures slip: Dow -64, S&P -0.12%, Nasdaq -0.13%.

  • Stocks hit fresh records Monday; S&P +7-day streak, Nasdaq +31 highs YTD.

  • Gold tops $3,900; Bitcoin hits record $125K on rate-cut optimism.

  • Shutdown drags into week two, delaying key economic data.

  • AI-fueled rally extends; some warn of bubble risk.

  • Today: Fed minutes due; Bowman, Miran, Kashkari to speak.

EARNINGS

Here’s what we’re watching this week:

Circle November 6 on Your Calendar—

That's when one of the most lucrative stocks of the last decade – Tesla – could die...

And be reborn as a totally new kind of company, in a $30 trillion pivot that could send hundreds of stocks soaring.

Tesla insiders have already publicly flagged the date as "critical".

Elon Musk says what's coming "may affect the future of the world".

But what exactly is Tesla planning?

And should you buy or sell its stock ahead of November 6?

That's exactly what I want to show you today.

Not only that, I want to give you the name of a stock (not Tesla) that everyone is going to want to own after Tesla's big pivot goes public.

-Rob Spivey
Research Director, Altimetry

HEADLINES

AMD inked a multibillion-dollar deal with OpenAI, prompting its shares to explode higher Monday.

Despite mounting concerns over a government shutdown and fresh warnings of an AI "bubble," strategists across Wall Street say there's still upside for US equities heading into year-end.

  • S&P, Nasdaq reach all-time closing highs on AI dealmaking boost (more)

  • Shutdown costing US economy about $15B a week (more)

  • Trump imposing new 25% large truck tariff starting Nov. 1 (more)

  • Trump approves stake in Trilogy Metals, shares soar (more)

  • US Treasury's Bessent to remain as IRS commissioner (more)

  • US government pours cold water on Critical Metals deal (more)

  • Oil steadies after advance with OPEC+ supply decision in focus (more)

  • Bitcoin, gold, and silver surge amid 'run it hot' policies (more)

    • Bitcoin option traders eye $140,000 after record-setting rally (more)

  • Tesla stock jumps after X posts tease product launch (more)

  • AppLovin plunges on report of SEC probe (more)

  • Constellation Brands reiterates lower full-year guidance (more)

  • Verizon replaces CEO with new chief promising to restore growth (more)

DEALFLOW

M+A | Investments

  • AMD signs AI chip supply deal with OpenAI

  • Fifth Third to buy Comerica in year’s biggest US Bank deal

  • SAIC to acquire SilverEdge Government Solutions for $205M

  • AstraZeneca signs $555M AI/licensing deal with Algen

  • Predictive Discovery and Robex to merge in $1.55B deal

  • Currier Plastics receives investment from Sheridan Capital Partners

VC

  • OpenSolar, a software platform serving more than 25,000 solar installer businesses, raised $20M in equity funding

  • Bee Maps, a company providing high-precision map data, raised $32M in funding

  • MediView XR, a company specializing in AR surgical navigation, raised $24M in Series A funding

  • Cookiy AI, an agentic voice AI company, raised over $7M in Pre-Seed funding

  • Climax Foods, a food tech company targeting the cheese alternative market, raised $6.5M in the initial closing of its Series A round

CRYPTO

  • Bitcoin’s record rally fueled by growing bets in options markets (more)

  • Altcoin prices rise as USDT dominance falls (more)

  • Cathie Wood's ARK bets on tokenization with stake in Securitize (more)

  • Barron Trump’s $150M crypto fortune and how he did it (more)

BULLISH BITES

🤖  America is now one big bet on AI.

📊 Nasdaq has become the market of choice for dubious penny-stock IPOs.

🇮🇹 From London to LA, the wealthy are relocating to Milan to discover the city in the middle of a renaissance.

🏠 The Georgetown home where Jackie and JFK lived before his presidency is listed for sale.

DAILY SHARES

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