NEWS
Nebius Q3 2025 Earnings: Hypergrowth, a New $3B Meta Deal, and a Capacity Sprint
Summary: Nebius delivered triple-digit revenue growth in Q3 2025, unveiled a five-year AI infrastructure agreement with Meta, and reiterated a bold...
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Gold & Silver Surge as U.S. Debt Fears Eclipse Shutdown Optimism
Key Takeaways Debt > shutdown: Markets treated a potential shutdown resolution as noise relative to the larger U.S. debt and deficit trajectory,...
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Stocks Rally as Shutdown Deal Hopes Lift Sentiment: S&P 500, Nasdaq Jump; Tech Leads, Yields Edge Up
Key Takeaways Risk-on open: Major U.S. indexes rallied after reports of a Senate breakthrough toward funding the government, easing uncertainty from delayed data...
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Health Insurers Slide After Trump Calls for an Obamacare Overhaul: What It Means
Key Takeaways Policy shock headline: A renewed push to overhaul the Affordable Care Act (ACA) — specifically to divert subsidy dollars away...
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The Week Ahead (Nov 10–14, 2025): Earnings Heavyweights, CPI/PPI Risk, and Key Global Macro
At a glance Mon, Nov 10: Quiet macro; light earnings docket. Tue, Nov 11 (Veterans Day): U.S. bond market closed; U.S. equities...
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The Week’s Biggest Stock Movers (Nov 3–7, 2025): Mega-Cap Tech Whiplash, Select Earnings Standouts
In Short Semis and high-multiple software led the declines as investors questioned AI spending payback and trimmed crowded positions. Megacaps wobbled on...
Read moreDetailsMarkets & Macro Weekly (Nov 3–Nov 7, 2025): Tech Stumbles, Yields Hover, Services Re-Accelerate
In Short Equities: The week tilted lower for major U.S. indices, with the Nasdaq underperforming as profit-taking hit AI, semis, and high-multiple software....
Read moreDetailsStock Market Today: S&P 500, Nasdaq, and Dow Slip as Tech Cools and Rate Hopes Fade
Key Takeaways Tech-led pullback: Profit-taking in mega-cap and semiconductor names pressured the Nasdaq Composite, dragging the S&P 500 and Dow Jones into the red. Rates stayed...
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Elon Musk’s $1 Trillion Tesla Pay Package: What the Historic Vote Means for Investors, Governance—and TSLA’s Next Act
Key Takeaways Shareholders approved a record-shattering, performance-based package that could ultimately be worth up to $1 trillion to CEO Elon Musk—cementing the largest...
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Michael Burry’s $1.1 Billion Bearish Options Bet on Nvidia and Palantir—Signal or Noise for AI Stocks?
Michael Burry’s Scion Asset Management disclosed large put-option positions tied to Nvidia (NVDA)and Palantir (PLTR) in its Q3 2025 13F, with roughly $1.1B notional exposure. The headlines are huge,...
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