BEFORE THE OPEN

Pre-Market:

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

Market Wrap:

• Futures flat: S&P/Nasdaq +0.1%, Dow +25.

• Supreme Court skeptical of Trump tariffs; rollback could lift markets.

• AI stocks rebound: AMD +2%, Broadcom +2%, Micron +9%, Oracle recovers.

• AI bounce helps indexes stabilize after a soft start to the week.

• Dynasty: “Still early in the AI super-cycle”; capex broadening beyond Mag7.

• Earnings ahead: Expedia, Airbnb, Vistra report today.

EARNINGS

Here’s what we’re watching this week:

• Today: Airbnb $ABNB ( ▲ 0.12% ), *Tapestry $TPR ( ▲ 2.75% ), *Warner Bros. Discovery $WBD ( ▲ 0.71% )

Full calendar here »

A MESSAGE FROM STANSBERRY RESEARCH

The Three Key Men Who Could Ignite The
Biggest Gold Bull Run in Over 50 Years

According to Dr. David Eifrig, a former Goldman Sachs VP, three powerful men inside the highest levels of the U.S. government are advancing a strange plan that could impact your wealth in a MAJOR way.

And in the process, it could spark the biggest gold frenzy in over half a century.

Dr. Eifrig urges you to move your money to his No. 1 gold stock immediately (1,000% upside potential). He warns if you wait any longer, you could get priced out.

Get the full details here before it's too late »

HEADLINES

Nvidia's Jensen Huang: 'China is Going to Win the AI Race'

Wall Street Girds for Life Under Mamdani

• US markets stabilize after tech rout (more)

• Supreme Court justices question Trump's authority on tariffs (more)

• Fed's Miran: Cutting rates again would be 'a reasonable action' (more)

• China sells $4 billion of dollar bonds as US tensions ease (more)

• Execs from Mercuria, Rolex other Swiss firms meet Trump (more)

• FAA to cut flights by 10% at 40 major airports due to gov’t shutdown (more)

• US companies added 42,000 jobs in October (more)

• Retailers are raising prices to meet tariffs, Amazon more than others (more)

• Apple nears deal to pay Google roughly $1 bln a year for Siri AI model (more)

• Robinhood doubles revenue beating third-quarter earnings expectations (more)

• Rivian stock soars after revenue surges on EV rush (more)

• Doordash tanks 20% as company misses earning (more)

• McDonald’s is struggling to hold on to its low-income customers (more)

• Fed-up Starbucks baristas prep 'biggest strike we've ever been on’ (more)

Is the AI Bubble About to Burst? (95.2% Accurate Forecast)

NVIDIA officially reports earnings November 19, but you can get a sneak peek right now.

Not just for NVIDIA, but for dozens of public companies.

On Polymarket, the world's largest prediction market (with verified 95.2% accuracy), you can see what top forecasters believe will happen.

Our new Earnings Markets let you:

• See real-time odds of NVIDIA beating estimates

• Predict what executives will say on earnings calls

• Profit directly from being right, regardless of stock price movement

• Trade simple Yes/No outcomes instead of complex options

Will Jensen stun Wall Street again?

Or is the AI trade finally cooling off?

Top forecasters are already positioning.

See Latest Earnings Forecasts

DEALFLOW

M+A | Investments

• Zest AI receives investment from customers

VC

• Armis, a cyber exposure management and security company, raised $435M in a pre-IPO funding round, which brought its valuation to $6.1B

• Braveheart Bio, a biotech company developing novel therapeutics for hypertrophic cardiomyopathy, raised $185M in Series A funding

• Neok Bio, a biotech company focused on the development of novel antibody drug conjugates for cancer patients, raised $75M in Series A funding

• Procurement Sciences, an AI software company that focuses on how businesses find government contracts, closed $30M in Series B funding

• DualBird, a data infrastructure startup, raised $25M in combined Seed and Series A funding

• Cactus, an AI copilot built to power home service businesses, raised $7M in Seed funding

• CommanderAI, a prospecting-first sales platform built for waste haulers, raised $5M in Seed funding

• Mindsmith, an AI-native e-learning platform that combines AI with modern learning science, raised $4.1M in Seed funding

• Rilevera, a startup that empowers engineering teams to manage cyber threat detection by automating workflows, raised $3M in Seed funding

• GitLaw, a provider of AI legal services for businesses, raised $3M in Pre-Seed funding

• Boostie, an automated talent marketing platform built for staffing agencies and corporate talent acquisition teams, raised $500k in Seed funding

CRYPTO

• Government shutdown at record 36 days, risks derailing crypto bill (more)

• ‘Casino-like’ Trump era market powers Robinhood to 450% gain (more)

• Crypto lending climbed to a record just as token prices hit highs (more)

BULLISH BITES

🚨 "A strange day is coming to America - are you prepared?" * 

🇺🇸  Election results' message: Americans want things cheaper.

🤝 Palantir’s ‘Meritocracy Fellowship’.

💍 Former Meta employees launch a smart ring that takes voice notes, controls music.

😎 It’s cool to have no followers now.

DAILY SHARES

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