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TRUMP: IF ASFURO DOESN'T WIN IN HONDURAS, UNITED STATES WILL NOT BE 'THROWING GOOD MONEY'

TRUMP: I WILL BE GRANTING A FULL AND COMPLETE PARDON TO FORMER PRESIDENT JUAN ORLANDO HERNANDEZ

BESSENT: U.S. TO CUT BENEFITS FOR ILLEGAL ALIENS Treasury Secretary Scott Bessent said the Trump administration is moving to block federal benefits and key tax credits for undocumented immigrants, keeping them only for U.S. citizens. The announcement came after a shooting near

TRUMP CANCELS BIDEN AUTOPEN ORDERS President Donald Trump announced Friday that he is canceling all executive orders and documents from former President Joe Biden that were signed using an autopen. Trump claimed that about 92% of Biden’s documents were autopen-signed and are

TRUMP: I AM HEREBY CANCELLING ALL EXECUTIVE ORDERS SIGNED BY BIDEN USING AUTOPEN (ADDS 'USING AUTOPEN')

TRUMP: CANCELLING ALL EXECUTIVE ORDERS, AND ANYTHING ELSE THAT WAS NOT DIRECTLY SIGNED BY BIDEN

TRUMP: ANY DOCUMENT SIGNED BY SLEEPY JOE BIDEN WITH AUTOPEN, WHICH WAS APPROXIMATELY 92% OF THEM, IS HEREBY TERMINATED, AND OF NO FURTHER FORCE OR EFFECT

TRUMP: BIDEN WAS NOT INVOLVED IN AUTOPEN PROCESS AND, IF HE SAYS HE WAS, HE WILL BE BROUGHT UP ON CHARGES OF PERJURY

TRUMP: I AM HEREBY CANCELLING ALL EXECUTIVE ORDERS SIGNED BY BIDEN

*TRUMP, MADURO DISCUSSED POSSIBLE MEETING IN CALL LAST WEEK: NYT

BESSENT: AT TRUMP'S DIRECTION, WE ARE WORKING TO CUT OFF FEDERAL BENEFITS TO ILLEGAL ALIENS AND PRESERVE THEM FOR U.S. CITIZENS

MEDVEDEV SAYS ZELENSKY WILL NOT SIGN ANY FUTURE PEACE DEAL Russian official Dmitry Medvedev said Friday that Ukrainian President Volodymyr Zelensky will not be the one to sign a future peace agreement with Russia. In a post on X, Medvedev issued harsh and derogatory remarks

2026 WILL BE JUST ANOTHER YEAR OF THE ROARING 2020s Ed Yardeni says the global economy is on track to continue the “Roaring 2020s” in 2026, driven by strong productivity, resilient consumer demand, and solid earnings growth. Yardeni highlights rising GDP estimates and falling

BITCOIN POISED FOR REBOUND TOWARD $100,000 BTIG says Bitcoin’s recent pullback has left it oversold and positioned for a rebound that could push it back toward $100,000. The firm notes Bitcoin typically bottoms around November 26 and strengthens into year-end. Ethereum, down

SPOT SILVER EXTENDS GAINS, LAST UP 5% AT $56.41/OZ

KREMLIN: WE ASSUME WE'RE CURRENTLY NEGOTIATE ONLY WITH U.S. - IFAX

SPOT GOLD RISES 1% TO $4,199.19/OZ

TRUMP MAY RECOGNISE OCCUPIED UKRAINE AS RUSSIAN, REPORT SAYS According to a report by The Telegraph, U.S. President Donald Trump may agree to recognise Russian-occupied parts of Ukraine as Russian territory as part of a proposed war-ending deal. The report says the proposal

TRUMP VOWS LAND CRACKDOWN ON VENEZUELAN DRUG TRAFFICKING President Donald Trump said the U.S. has sharply cut drug shipments coming by sea and will move “very soon” to step up land-based enforcement. He said maritime smuggling is now “about 85% stopped” and that blocking

Trump: We don't know motivation of suspect in DC shooting

TRUMP SAYS MEXICO WILL “GET OVER IT” ON GULF OF MEXICO RENAMING

TRUMP: JUST ORDERED A LOT MORE OF B-2 BOMBERS

Have a blessed and happy Thanksgiving!

U.S. DEPARTMENT OF HOMELAND SECURITY SAYS TRUMP ADMINISTRATION REVIEWING ALL ASYLUM CASES APPROVED UNDER PRESIDENT BIDEN

IRAN’S KHAMENEI CALLS RUMOURS OF INDIRECT MESSAGES TO US `COMPLETELY FALSE'

BONDI MAY SEEK DEATH PENALTY FOR DC SHOOTER U.S. Attorney General Pam Bondi said Thursday she intends to pursue the death penalty for the suspect accused of shooting two National Guard members near the White House. “Pray for these two soldiers,” Bondi told Fox News. She said

FBI DIRECTOR PATEL: CASE IS AN ONGOING INVESTIGATION OF TERRORISM

PUTIN: UKRAINIAN LEADERSHIP IS ILLEGITIMATE

PUTIN: SOME PEOPLE DEMAND TO KEEP ON FIGHTING UNTIL LAST UKRAINIAN DIES, RUSSIA IS READY FOR THAT

PUTIN ON NUCLEAR TESTS: WE SHOULD BE PREPARED FOR ANY DEVELOPMENTS

PUTIN: WE ARE READY FOR "SERIOUS" DISCUSSION, EXPECT U.S. DELEGATION NEXT WEEK

PUTIN: WE AGREE TRUMP'S UKRAINE PEACE PLAN CAN BE USED AS A BASIS FOR FUTURE AGREEMENTS

PUTIN: RUSSIA DOES NOT PLAN TO ATTACK EUROPE, THIS IS RIDICULOUS

CIA DIRECTOR SAYS DC SUSPECT WORKED WITH US IN AFGHANISTAN: FOX

TESLA: AUSTIN ROBOTAXI FLEET WILL DOUBLE IN SIZE NEXT MONTH

JP MORGAN EXPECTS THE US FED TO CUT INTEREST RATES BY 25 BPS IN DECEMBER 2025 VS PRIOR FORECAST OF NO RATE CUT

*US STOPS PROCESSING IMMIGRATION REQUESTS FROM AFGHAN NATIONALS

TRUMP: DEPARTMENT OF WAR TO MOBILIZE AN ADDITIONAL 500 TROOPS TO DC

TRUMP: WILL BE SPEAKING ON NATIONAL GUARD SHOOTING 9:15PM EST

TRUMP: HOPE PEOPLE OF HONDURAS VOTE FOR AND ELECT TITO ASFURA AS PRESIDENT

*NATIONAL GUARD MEMBERS IN CRITICAL CONDITION: FBI DIRECTOR *BOWSER: DC SHOOTING WAS 'TARGETED' *NO INDICATION ANY OTHER SUSPECT, DC POLICE CHIEF SAYS

WASHINGTON D.C. MAYOR: ONE INDIVIDUAL WHO APPEARED TO TARGET GUARDSMEN IS IN CUSTODY

HEGSETH SAYS TRUMP HAS ASKED FOR 500 ADDITIONAL TROOPS TO BE DEPLOYED TO WASHINGTON, D.C., AFTER TWO NATIONAL GUARD WERE SHOT

WHITE HOUSE SPOKESWOMAN SAYS TRUMP BRIEFED ON SHOOTING OF TWO NATIONAL GUARD MEMBERS

WHITE HOUSE IS IN LOCK DOWN, PRESS SECRETARY SAYS

TWO MILITARY PERSONNEL SHOT NEAR WHITE HOUSE -ABC NEWS

*TWO NATIONAL GUARD MEMBERS WERE SHOT IN WASHINGTON, DC: AP

TRUMP: SOUTH AFRICA WILL NOT BE RECEIVING AN INVITATION TO 2026 G20

USER REPORTS INDICATE PROBLEMS AT AWS IN US - DOWNDETECTOR

PENTAGON CONCLUDED ALIBABA, BAIDU AND BYD SHOULD BE ADDED TO A LIST OF COMPANIES THAT AID THE CHINESE MILITARY

Pentagon said Alibaba should be on the list for China-military ties $BABA

$BABA - *PENTAGON SAID ALIBABA SHOULD BE ON LIST FOR CHINA-MILITARY TIES

BITCOIN BROKE ABOVE $90,000

USTR EXTENDS 178 CHINA 301 TARIFF EXCLUSIONS UNTIL NOVEMBER 10, 2026 The U.S. Trade Representative has extended 178 product exclusions from the Section 301 tariffs on China (related to technology transfer, IP, and innovation practices).These exclusions were set to expire on

USTR EXTENDS EXCLUSIONS FROM CHINA SECTION 301 TARIFFS RELATED TO FORCED TECHNOLOGY TRANSFER INVESTIGATION -STATEMENT

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00%

AI SPENDING MAY LIMIT FED RATE CUTS IN 2026 AI-driven growth could keep the U.S. economy strong enough to temper expected Fed rate cuts next year. While markets price in up to three cuts, Mackenzie’s Dustin Reid says faster growth from AI may require tighter policy, pushing

SPOT SILVER RISES 3% TO $52.94/OZ

GEORGIA PROSECUTOR HAS OFFICIALLY DROPPED ELECTION INTERFERENCE CASE AGAINST TRUMP AND ALLIES-CNN

CHICAGO PMI NOVEMBER INDEX 36.3 (CONSENSUS 44.3)

JPMORGAN BULLISH ON 2026 STOCK MARKET JPMorgan strategist Dubravko Lakos-Bujas sees the S&P 500 hitting 7,500 by year-end 2026, driven by strong earnings, AI growth, and expected Fed rate cuts. If the Fed eases further, the index could surpass 8,000. Despite recent AI stock

$ORCL - DEUTSCHE BANK REITERATES BUY ON ORACLE, SAYS BEAR CASE LOOKS BULLISH Deutsche Bank reaffirmed its Buy rating and $375 price target on Oracle. Analyst Brad Zelnick says recent stock weakness and concerns about AI capacity—especially around OpenAI—are overstated.

US JOBLESS CLAIMS DECLINE TO LOWEST LEVEL SINCE MID-APRIL

$NVDA - CHINA REPORTEDLY BANS BYTEDANCE FROM USING NVIDIA CHIPS IN NEW DATA CENTERS Chinese regulators have reportedly barred ByteDance, the owner of TikTok, from using Nvidia chips in new data centers, according to The Information. The move comes after ByteDance bought more

U.S. JOBLESS CLAIMS DROP MORE THAN EXPECTED U.S. jobless claims fell to 216,000 for the week ending Nov. 22, below expectations of 225,000 and down from 222,000 the prior week. Additional details: 🔸 4-week average: 223,750 (slightly lower) 🔸 Continued claims: 1.960 million

U.S. SEPTEMBER DURABLE GOODS ORDERS BEAT EXPECTATIONS U.S. durable goods orders rose 0.5% in September, above the 0.3% forecast but slower than August’s 3.0% gain. Key details: 🔸 Ex-transportation: +0.6% (vs. +0.2% expected) 🔸 Ex-defense: +0.1% 🔸 Core capital goods orders

*US PRELIM SEPT. DURABLE GOODS ORDERS RISE 0.5% M/M *US PRELIM SEPT. DURABLE GOODS EX-TRANS RISE 0.6% M/M

*US JOBLESS CLAIMS 216K IN NOV. 22 WEEK; PREV. 225K *US CONTINUING CLAIMS 1.96M IN NOV. 15 WEEK; PREV. 1.974M

🔸 U.S. September Durable Goods Due 8:30 a.m. ET; Seen +0.5% 🔸 U.S. Jobless Claims Due 8:30 a.m. ET; Seen 225K for Week

BANK OF AMERICA TURNS CAUTIOUS, SEES MODEST S&P 500 RETURNS IN 2026 Bank of America has become more cautious on U.S. stocks, expecting the S&P 500 to reach 7,100 in 2026—about a 5% gain. The bank says strong earnings won’t necessarily translate into strong market returns as

JPMORGAN SAYS S&P 500 COULD REACH 8,000 IN 2026 WITH MORE FED EASING JPMorgan says the S&P 500 could climb to 7,500 by year-end 2026, and potentially surpass 8,000 if the Federal Reserve cuts rates more aggressively than expected. In its 2026 Global Equity Outlook, the bank

JPMORGAN SAYS S&P 500 COULD REACH 8,000 IN 2026 WITH MORE FED EASING

$TSLA + 1.5% premarket TESLA SHARES RISE AS MUSK SAYS AUSTIN ROBOTAXI FLEET WILL GROW Tesla CEO Elon Musk said on X that the Model Y robotaxi fleet in Austin should roughly double in December, bringing it to about 60 vehicles. That’s still far below Musk’s earlier target of 500

ROLLINS: US HAS THE LOWEST CATTLE HERD IN 75 YEARS ROLLINS: BEEF PRICE WILL TAKE COUPLE OF MONTHS TO GO DOWN

AUTOMOTIVE & MOBILITY Tesla $TSLA projects Indian consumers will recoup approximately one-third of the Model Y’s $67,220 price through fuel and maintenance savings over 4-5 years, according to India General Manager Sharad Agarwal. The company priced the Model Y roughly 70% higher

BlackRock $BLK, Apollo Global Management $APO, and six other financial firms were sued in Manhattan federal court by Optimum Communications, formerly Altice USA $ATUS. The broadband provider alleges the firms formed a cooperative controlling nearly all its outstanding loans and

*UK'S REEVES TARGETS RICH WITH EXTRA TAX ON HOMES WORTH £2M+

$NVDA - CHINESE REGULATORS BLOCKED BYTEDANCE FROM USING NVIDIA CHIPS IN NEW DATA CENTERS - THE INFORMATION

*NYC'S LANDER RECOMMENDS DROPPING $42 BILLION BLACKROCK MANDATE

EU PARLIAMENT AGREES ON RESOLUTION CALLING FOR SOCIAL MEDIA MINIMUM AGES

DEUTSCHE BANK LIFTS 2026 GOLD PRICE OUTLOOK Deutsche Bank raised its 2026 gold forecast, citing steady investment inflows and strong central bank buying. The bank now expects gold to average $4,450/oz, up from $4,000, with prices likely ranging between $3,950 and $4,950.Analysts

$NVDA - BERNSTEIN ON NVIDIA: ANALYST SAYS COMPANY’S REPLIES TO CRITICS ARE VALID Bernstein SocGen analyst Stacy A. Rasgon reaffirmed an Outperform rating and $275 price target on NVIDIA. Rasgon noted that NVIDIA issued a memo addressing recent bearish concerns circulating in

MIAMI INTERNATIONAL HOLDINGS ANNOUNCES SALE OF MIAXDX TO ROBINHOOD MARKETS IN PARTNERSHIP WITH SUSQUEHANNA INTERNATIONAL GROUP $HOOD

Pentagon Awards Boeing Two Major Apache Contracts Totaling $7.2B For New AH-64E Helicopters, Upgrades, And Expanded Production Support $BA

*WITKOFF ADVISED RUSSIA ON HOW TO PITCH UKRAINE PLAN TO TRUMP

TRUMP: ORIGINAL 28-POINT PEACE PLAN, WHICH WAS DRAFTED BY UNITED STATES, HAS BEEN FINE-TUNED, WITH ADDITIONAL INPUT FROM BOTH SIDES, AND THERE ARE ONLY A FEW REMAINING POINTS OF DISAGREEMENT TRUMP: IN HOPES OF FINALIZING THIS PEACE PLAN, I HAVE DIRECTED MY SPECIAL ENVOY STEVE

🚨 TRUMP: ONLY A FEW REMAINING POINTS OF DISAGREEMENT ON UKRAINE PLAN

🚨 TRUMP: LOOK FORWARD TO HOPEFULLY MEETING WITH ZELENSKYY AND PUTIN SOON, BUT ONLY WHEN DEAL TO END THIS WAR IS FINAL OR, IN ITS FINAL STAGES

KEY DIFFERENCES REMAIN IN UKRAINE PEACE TALKS A Ukrainian source told CNN that while the U.S. and Ukraine have made significant progress on a U.S.-drafted peace proposal, major disagreements remain and no final text has been approved. The source said most points have a

U.S. DOJ SAYS IT OPENED INVESTIGATION INTO SEAWORLD ORLANDO, BUSCH GARDENS TAMPA BAY, AND AQUATICA ORLANDO FOR DISABILITY DISCRIMINATION $PRKS

Senate Republicans Prepare to Challenge Auto-Safety Mandates, People Familiar Say Senate Republicans Question Value of Automatic Braking, Rear-Seat Reminders, People Say Senate Republicans Suspect Mandates Add Too Much to Vehicle Prices, People Say Cruz-led Committee

GOVERNMENT SHUTDOWN BARELY AFFECTED FEDERAL SPENDING Despite the full October shutdown, federal spending looked almost unchanged. The U.S. spent $689 billion—up 18% from a year earlier—but after adjusting for payments shifted into October, spending was the same as October 2024

U.S. OCT BUDGET DEFICIT $284 BLN (CONSENSUS $235.05 BLN DEFICIT) VS OCT 2024 DEFICIT $257 BLN - TREASURY U.S. OCT BUDGET OUTLAYS $689 BLN VS $584 BLN IN OCT 2024; RECEIPTS $404 BLN, RECORD FOR MONTH OF OCT, VS $327 BLN IN OCT 2024 U.S. OCT NET CUSTOMS RECEIPTS RECORD $31.4 BLN

TRUMP WEIGHING REMOVAL OF FBI DIRECTOR KASH PATEL President Trump is considering replacing FBI Director Kash Patel in the coming months, according to three people familiar with the matter. Trump and his aides are frustrated by negative headlines surrounding Patel, including

🚨 *TRUMP WEIGHS OUSTING KASH PATEL FROM FBI DIRECTOR ROLE

$NVDA - NVIDIA SAYS IT’S “DELIGHTED BY GOOGLE’S SUCCESS” Nvidia said Tuesday it is “delighted by Google’s success,” after reports that Google may supply Meta with its custom AI chips. Nvidia stressed its partnership with Google remains strong, saying, “We continue to supply to

$NVDA - NVIDIA: OUR GPUS ARE A ‘GENERATION AHEAD’ OF GOOGLE’S AI CHIPS - CNBC

*BOLSONARO ORDERED BY COURT TO START SERVING SENTENCE IN JAIL

🚨 TRUMP: THINK WE ARE GETTING VERY CLOSE TO DEAL ON UKRAINE

CBOE VOLATILITY INDEX DROPS TO NEAR TWO-WEEK LOW; LAST DOWN 1.38 POINTS AT 19.14

TRUMP: WE'RE READY TO GO INTO CHICAGO TRUMP: WE COULD MAKE CHICAGO A SAFE CITY IN 4 WEEKS

White House official: No meeting scheduled between Zelenskyy and Trump yet

*US 10-YEAR YIELD DIPS BELOW 4% FOR FIRST TIME SINCE LATE OCT.

🚨 *HASSETT EMERGES AS TOP PICK AS FED SEARCH NEARS END, PEOPLE SAY

🚨 *KEVIN HASSETT SEEN AS FRONTRUNNER IN TRUMP FED CHAIR SEARCH

ZELENSKIY SAYS HE IS READY TO DISCUSS SENSITIVE POINTS WITH TRUMP, EUROPEAN LEADERS SHOULD PARTICIPATE IN MEETING

🚨 ZELENSKIY: UKRAINE IS READY TO MOVE FORWARD WITH PEACE DEAL FRAMEWORK WITH TRUMP AND EUROPE

S&P 500 ENTERING CORRECTIVE PHASE, COULD FALL 8-10%: RAYMOND JAMES Raymond James warns that the S&P 500 may drop 8–10% over the next three months. November’s losses—S&P and Dow down ~2%, Nasdaq over 4%—reflect weakness in tech and overall market breadth. Javed Mirza, the firm’s

Zelensky is ready to meet with Trump on November 27 to finalize the peace agreement, - Reports in Ukraine citing Yermak

ZELENSKIY WANTS TO MEET TRUMP AS SOON AS POSSIBLE: AXIOS

HOME DELISTINGS RISE AS SELLERS WAIT OUT MARKET Nearly 85,000 U.S. homes were delisted in September, up 28% from a year ago, according to Redfin. Delistings have been rising since spring 2024, driven by slow demand, stale listings, sellers avoiding losses, and higher total

RUSSIA EXPANDS OPTIONS FOR INVESTMENTS IN CRYPTO-LINKED ASSETS

U.S. INFLATION EXPECTED TO RISE INTO 1H26: UBS UBS warns that U.S. inflation will continue rising into the first half of 2026, driven largely by tariffs. Headline inflation is already up 46–70bp since April post-pandemic lows, with core inflation up 24–30bp. UBS expects another

UK PM STARMER: UK WILL DELIVER MORE AIR DEFENCE MISSILES TO UKRAINE IN THE COMING WEEKS

RUSSIA LIKELY TO REJECT UKRAINE AGREED PEACE DEAL: WAPO Russia is unlikely to accept changes in the new peace plan to end the war that the U.S. and Ukraine are negotiating over, say analysts, even as U.S. Army Secretary Daniel Driscoll is in the United Arab Emirates meeting with

BofA: TPU INTENSIFIES COMPETITION, BUT BUY $NVDA, $AVGO, $AMD Bank of America says TPUs increase competition in AI chips, but rising demand supports Nvidia (NVDA), Broadcom (AVGO), and AMD. NVDA trades at ~25x, undervaluing its 40%+ potential growth. AVGO could see 100%+ AI

PayPal And Perplexity Launch Instant Buy Ahead Of Black Friday As PayPal Rolls Out New Incentive For Users To Try AI-Powered Commerce $PYPL

PAYPAL AND PERPLEXITY LAUNCH INSTANT BUY AHEAD OF BLACK FRIDAY

ORACLE SHARES HIT THEIR LOWEST LEVEL IN OVER FIVE MONTHS, LAST DOWN 4.3%

$NVDA - NVIDIA SHARES SET FOR BIGGEST ONE-DAY DROP IN OVER SEVEN MONTHS, LAST DOWN 6.3%

BANK OF AMERICA SEES 5 TAILWINDS FOR U.S. ECONOMY IN 2026 Bank of America expects 2026 U.S. growth of 2.4%, supported by Five key tailwinds: 1. OBBBA stimulus: Adds 0.3–0.4pp to GDP via consumer and capex support. 2. Fed cuts: Lagged effects likely to boost activity in 2H26. 3.

🚨 WHITE HOUSE PRESS SECRETARY: THERE ARE A FEW DELICATE, BUT NOT INSURMOUNTABLE, DETAILS THAT MUST BE SORTED OUT, WILL REQUIRE FURTHER TALKS BETWEEN UKRAINE, RUSSIA, AND US

PREDICTION MARKETS TO RIVAL STOCKS WITHIN YEARS, KALSHI CEO - BBG

*US NOV. CONSUMER CONFIDENCE 88.7; EST. 93.3

*US OCT. PENDING HOME SALES RISE 1.9% M/M; EST. 0.5%

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00%

MUSK'S XAI RAISING $15B AT $230B MONEY VALUATION - SOURCES FABER ON CNBC

$NVDA - *NVIDIA SHARES SLUMP 5.5%, ERASING $243 BILLION IN MARKET VALUE

$NVDA - NVIDIA SHARES DROP 4.8% AFTER RISING MORE THAN 2% IN THE LAST SESSION

ALPHABET SHARES HIT RECORD HIGH AFTER THE INFORMATION REPORTS META IN TALKS TO SPEND BILLIONS ON GOOGLE'S CHIPS, LAST UP 2%

JPMORGAN WARNS OF KEY MARKET RISKS HEADING INTO 2026 JPMorgan warns that while 2025 has been strong for stocks—S&P 500 up 14% YTD, boosted by AI excitement—the outlook for 2026 is uncertain. Joyce Chang, JPMorgan’s head of research, said markets face risks despite positive

*US SEPT. FHFA HOME PRICE INDEX RISES 1.7% Y/Y; PREV. 2.3% *US SEPT. FHFA HOME PRICE INDEX UNCHANGED M/M; PREV. 0.4% *US SEPT. S&P CORELOGIC CS 20-CITY ADJUSTED INDEX RISES 0.1% M/M *US SEPT. S&P CORELOGIC CS 20-CITY INDEX RISES 1.4% Y/Y

MOST SENSITIVE ISSUES OF FRAMEWORK TO BE DISCUSSED BETWEEN ZELENSKIY AND TRUMP, UKRAINIAN OFFICIAL SAYS

UKRAINE SUPPORTS ESSENCE OF PEACE DEAL'S FRAMEWORK FOLLOWING GENEVA TALKS, UKRAINIAN OFFICIAL TELLS REUTERS

ALIBABA CEO SAYS AN AI BUBBLE UNLIKELY WITHIN THREE YEARS

BESSENT SAYS NEXT FED CHAIR NEEDS TO 'SIMPLIFY THINGS' Bessent said on CNBC that President Trump may choose the next Federal Reserve chair before Christmas. Bessent is finishing interviews with the five candidates to replace Jerome Powell. He said the Fed has become overly

*US SEPT. PRODUCER PRICES RISE 0.3% M/M; EST. +0.3% *US SEPT. PRODUCER PRICES RISE 2.7% Y/Y; EST. +2.7% *US SEPT. CORE PPI RISES 0.1% M/M; EST. +0.3% *US SEPT. CORE PPI RISES 2.6% Y/Y; EST. +2.7%

SPOT GOLD RISES AFTER U.S. ECONOMIC DATA, LAST UP 0.2% AT $4,147.33/OZ

*US SEPT. PRODUCER PRICES RISE 2.7% Y/Y; EST. +2.6%

*US SEPT. RETAIL SALES RISE 0.2% M/M; EST. +0.4% *US SEPT. RETAIL SALES EX-AUTO RISE 0.3% M/M; EST. +0.4% *US SEPT. RETAIL 'CONTROL GROUP' SALES FALL 0.1% M/M; EST. +0.3% *US SEPT. RETAIL SALES EX AUTOS, GAS RISE 0.1% M/M; EST. +0.4%

US SEPT RETAIL SALES +0.2% (CONSENSUS +0.4%)

BESSENT: NEED TO MAINTAIN U.S. LEADERSHIP ON AI -CNBC

*ADP: US PRIVATE PAYROLLS FELL AVG 13,500/WK IN 4 WKS TO NOV. 8

BESSENT: MAMDANI IS CLEARLY THE LEADER OF DEMOCRATIC PARTY NOW

BESSENT: FED GOVERNORS SEEM TO BE LEANING TOWARD CUTTING RATES

*BESSENT: TRUMP WAS JOKING WHEN HE SAID HE MIGHT FIRE ME ON FED

BESSENT ON FED: 'AMPLE RESERVES REGIME' MIGHT BE FRAYING -CNBC

FED'S MIRAN: "I DON'T SEE AN INFLATION PROBLEM"

BESSENT ON FED: HAVE FIVE STRONG CANDIDATES

BESSENT ON FED: WILL HAVE LAST INTERVIEW IN SECOND ROUND TODAY -CNBC

BESSENT ON U.S., CHINA: COULD BE FOUR MEETINGS BETWEEN TRUMP-XI NEXT YEAR

BESSENT: XI, TRUMP AGREED PEACE IN UKRAINE MUST MOVE FORWARD

BESSENT ON U.S., CHINA: WE'RE ALWAYS GOING TO BE NATURAL RIVALS BESSENT ON U.S., CHINA: RELATIONSHIP IN GOOD PLACE

$BABA - ALIBABA SAYS GROWTH POTENTIAL FOR AI IS STILL CONTINUING TO ACCELERATE ALIBABA: CANNOT KEEP PACE WITH GROWTH OF CUSTOMER DEMAND FOR AI

19-POINT UKRAINE PLAN NO LONGER CONTAINS AMNESTY POINT: ABC

*UKRAINE AGREES TO TERMS OF PEACE DEAL: US OFFICIAL TO ABC NEWS A U.S. official told ABC News that Ukraine has agreed to the terms of a potential peace deal. U.S. Army Secretary Dan Driscoll met secretly with Russian officials in Abu Dhabi on Monday, following weekend talks with

OIL FUTURES EXTEND LOSSES AFTER UKRAINE PEACE DEAL REPORT

🚨 *UKRAINE AGREES TO TERMS OF PEACE DEAL: US OFFICIAL TO ABC NEWS

SUEZ CANAL AUTHORITY SAYS MAERSK CONTAINER SHIPS TO RESUME TRANSIT VIA SUEZ CANAL PARTIALLY AT THE BEGINNING OF DECEMBER

$GOOGL - ALPHABET NEARS $4T VALUATION AS AI MOMENTUM BUILDS Alphabet shares are up more than 4% in premarket trading, putting the company on track to reach a $4 trillion market cap on Tuesday. The milestone follows a year-long stock rally fueled by Alphabet’s expanding AI

$NVDA - NVIDIA SET TO LOSE $180B AS META CONSIDERS GOOGLE CHIPS Meta is evaluating Google’s AI chips (TPUs) for its data centers starting in 2027 and may rent them through Google Cloud next year, The Information reports. Nvidia shares fell 4.1% premarket on the news, putting it

DEUTSCHE BANK STILL SEES A DECEMBER CUT Deutsche Bank expects the Fed to cut rates by 25 bps in December and then pause until Q3 2026. It also anticipates another 25 bps cut next September under new Fed leadership. Despite mixed Fed comments—some warning inflation hasn’t cooled

$META $NVDA $GOOGL - META MAY BUY BILLIONS IN GOOGLE AI CHIPS Meta is in talks with Google on a multi-billion-dollar deal to buy Google’s AI chips starting in 2027, and may rent them from Google Cloud as early as next year, The Information reports. The move would mark Google’s

*XI SAYS TO ENSURE SMOOTH ENERGY SUPPLY CHAIN W/ RUSSIA: CCTV

*XI SAYS TO ENHANCE ENERGY PARTNERSHIP W/ RUSSIA: CCTV

FED POLICY DIVIDE SHARPENS AHEAD OF POSSIBLE RATE CUT Allies of Federal Reserve Chair Jerome Powell are preparing support for a rate cut at next month’s meeting, even though the move could face multiple dissents. With the Fed unusually divided, the final decision will hinge more

SPOTIFY TO RAISE US PRICES IN FIRST QUARTER OF NEXT YEAR - FT

TRUMP HAS TOLD HIS ADVISERS HE'S PLANNING TO SPEAK DIRECTLY WITH NICOLAS MADURO -SOURCES

WHITE HOUSE: TRUMP SIGNED EXECUTIVE ORDER RELATED TO AI RESEARCH

TRUMP ADMINISTRATION FIGHTS BID TO GET MUSK TO TESTIFY ON DOGE

WHITE HOUSE: TRUMP BEGINS PROCESS TO DESIGNATE CERTAIN MUSLIM BROTHERHOOD CHAPTERS AS FOREIGN TERRORIST ORGANIZATIONS AND SPECIALL DESIGNATED GLOBAL TERRORISTS

WHITE HOUSE SPOKESWOMAN: EXPECT STRIKES TO CONTINUE

WH Press Sec. Leavitt: The US is selling NATO tons of weapons, can't do that forever.

WHITE HOUSE SPOKESWOMAN: TRUMP IS OPTIMISTIC DEAL CAN BE STRUCK

WHITE HOUSE SPOKESWOMAN: U.S. AND UKRAINE TALKS HAVE BEEN PRODUCTIVE

WHITE HOUSE SPOKESWOMAN: SUPPORTS INVESTIGATION INTO MARK KELLY

TRUMP ADMINISTRATION FREEZES PROCESSING OF GREEN CARD APPLICATIONS FOR BIDEN-ERA REFUGEES, INTERNAL U.S. GOVERNMENT MEMO SAYS

*FED'S DALY SUPPORTS DECEMBER RATE CUT, CITING LABOR MARKET: WSJ

$AAPL - APPLE CUTS JOBS ACROSS ITS SALES ORGANIZATION IN RARE LAYOFF

President Donald Trump signs an executive order in the Oval Office at ~16:00ET. The event will be closed press

BOFA: GOLD COULD HIT $5,000 IN 2026 Bank of America says gold could reach $5,000/oz in 2026, arguing that the forces behind its recent surge will continue. Strategists led by Michael Widmer say gold is “overbought” but still “underinvested,” with unusual U.S. economic policies

U.S. GASOLINE MARGINS HIT YEAR HIGH BEFORE THANKSGIVING Average U.S. gasoline margins reached 51.3¢/gal on Monday, near this year’s high, giving fuel retailers a strong setup ahead of heavy holiday travel. Margins have held above 50¢ for four straight days even as gasoline

SPOT GOLD RISES 1% TO $4,107.69/OZ

OPENAI: INTRODUCING SHOPPING RESEARCH

CME GROUP CRYPTOCURRENCY COMPLEX REACHES ALL-TIME DAILY VOLUME RECORD

*US 3Q GDP ADVANCED ESTIMATE REPORT CANCELED

TRUMP: DISCUSSED UKRAINE/RUSSIA, FENTANYL, SOYBEANS AND OTHER FARM PRODUCTS WITH XI TRUMP: WE HAVE DONE A GOOD DEAL FOR OUR GREAT FARMERS

*TRUMP: XI WILL VISIT US LATER NEXT YEAR

TRUMP: XI TO COME FOR STATE VISIT LATER IN THE YEAR

TRUMP: HAD A VERY GOOD TELEPHONE CALL WITH PRESIDENT XI

*TRUMP: ACCEPTED XI INVITATION TO VISIT BEIJING IN APRIL

SCIENTISTS UNVEIL LIGHT-BASED CHIP DESIGN THAT COULD REMOVE A MAJOR AI BOTTLENECK Researchers have created a new optical computing method that processes many AI calculations simultaneously with one laser pulse, removing a key limit that keeps AI models dependent on thousands of

*US SEPT. PCE, PERSONAL INCOME REPORT RESCHEDULED FOR DEC. 5

U.S. AUG INDUSTRIAL OUTPUT REVISED TO -0.1 PCT (PREV +0.1 PCT)

*PENTAGON SAYS IT IS PROBING DEMOCRATIC SENATOR MARK KELLY *PENTAGON CITES 'SERIOUS ALLEGATIONS' THAT SPARKED KELLY PROBE

BMO SURVEY: HOLIDAY SALES GROWTH TO BE SLOWER IN 2025 BMO Capital’s survey of 1,000 U.S. consumers finds holiday spending will rise more modestly this year. Only 50% plan to increase spending (down from 62% last year), while 24% plan to cut back, reflecting a 3.5-year low in

🚨 VENEZUELA 'COVERT ACTIONS' COULD BEGIN SOON, REPORTS SAY: FOX NEWS

LARGEST BITCOIN ETF IS POSTING RECORD OUTFLOWS Investors are withdrawing cash from BlackRock’s iShares Bitcoin Trust ETF at the fastest pace ever, with $2.2 billion leaving in November through Friday. After months of steady inflows, the outflows reflect rising caution as Bitcoin

JPMORGAN WARNS OF OIL GLUT BY 2027 JPMorgan says a global oil surplus could push Brent into the $30s by late 2027 if supply isn’t cut. Demand is rising, but supply is growing three times faster, mainly from non-OPEC+ producers. A 2.8 million bpd surplus in 2026 could drag

AMAZON TO INVEST UP TO $50 BILLION TO EXPAND AI AND SUPERCOMPUTING INFRASTRUCTURE FOR US GOVERNMENT AGENCIES

U.S. DESIGNATES CARTEL DE LOS SOLES AS 'FOREIGN TERRORIST ORGANIZATION' -TREASURY DEPT WEBSITE

U.S. HOMEBUYERS SPOT BIG DISCOUNTS THIS FALL Zillow reports homebuyers are seeing some of the largest price cuts in years. In October, typical listings were discounted by $25,000, reflecting a market slowly balancing. Sellers, mindful of affordability pressures, are increasingly

XI SAYS CHINA, U.S. SHOULD JOINTLY SAFEGUARD VICTORIOUS OUTCOMES OF WORLD WAR II

*XI: RETURN OF TAIWAN TO CHINA KEY PART OF POST-WAR INTL ORDER

CHINA'S XI: SHOULD STRIVE FOR MORE PROGRESS IN BILATERAL TIES - XINHUA CHINA'S XI: SHOULD OPEN NEW SPACE FOR COOPERATION - XINHUA

🚨 CHINA'S XI, TO TRUMP: BOTH SIDES SHOULD EXPAND LIST OF COOPERATION- XINHUA

🚨CHINA'S XI, TO TRUMP: CHINA, US RELATIONS MAINTAINED POSITIVE MOMENTUM - XINHUA

$GOOGL - ALPHABET SHARES RISE 4.5% TO HIT A RECORD HIGH AFTER RISING 3.5% IN PREVIOUS SESSION

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00 PCT

🚨 CHINA'S XI, TRUMP HELD CALL - CHINESE STATE MEDIA

KREMLIN AIDE USHAKOV: 'MANY' PROVISIONS OF U.S. DRAFTED UKRAINE PEACE PLAN SEEM ACCEPTABLE KREMLIN AIDE USHAKOV: EUROPEAN COUNTER-PROPOSALS ON UKRAINE PEACE PLAN SEEM AT FIRST GLANCE COMPLETELY UNCONSTRUCTIVE AND DO NOT WORK FOR RUSSIA

$TSLA - TESLA A “MUST OWN” AS AUTONOMY NEARS TIPPING POINT, MELIUS SAYS Melius Research says Tesla’s lead in autonomous driving is approaching a tipping point that could trigger a massive industry value shift. Analyst Rob Wertheimer calls Tesla a “must own” because widespread

SAUDI ARABIA PLANS TWO NEW ALCOHOL STORES AS IT FURTHER EASES ALCOHOL RESTRICTIONS - SOURCES

GOLDMAN SEES DOWNSIDE RISKS FOR ECONOMY NEXT YEAR Goldman Sachs economists expect the Fed to cut rates in December, followed by a few more cuts in 2025, bringing rates just above 3%. Chief economist Jan Hatzius warns the economy could slow more than expected, requiring

$GOOGL - ALPHABET SHARES EXTEND GAINS, LAST UP 4.1% PREMARKET

GRAYSCALE DOGECOIN TRUST ETF (TICKER: $GDOG) BEGINS TRADING ON NYSE ARCA AS FIRST DOGECOIN ETP IN THE U.S.

FED’S WALLER SUPPORTS DECEMBER RATE CUT, FED CHAIR TALKS Fed Governor Christopher Waller backs a December rate cut, citing weak labor markets and steady inflation around 2.4–2.5%. He said January will be “tricky” with incoming data and emphasized a “meeting by meeting” approach.

$AAPL - FUBON: FIRST FOLDABLE IPHONE LIKELY PRICED AT $2,399 Fubon Research expects global smartphone shipments to drop 4% in 2026, with iPhone volumes falling to 234 million. Rising component costs, including DRAM up 75% from late 2024, will push smartphone production costs

$TSLA - TESLA SHARES RISE 2.2% PREMARKET

WHY IS BITCOIN UNDER PRESSURE? DEUTSCHE BANK EXPLAINS Bitcoin just had its worst week since February, down over 30% from last month’s peak. Deutsche Bank analysts point to five main reasons: 1 - Risk-off mood in markets – Bitcoin is moving like a high-growth tech stock

$NVDA - BOFA: NVIDIA STOCK DROP IS DUE TO “MISREADING THE NUMBERS” Bank of America says Nvidia’s recent pullback is driven by investors misinterpreting its quarterly results. Analyst Vivek Arya urged clients to focus on strong demand and a 60% QoQ jump in free cash flow to over

ROLLINS: CHINA STARTED BUYING US SOYBEANS ALMOST IMMEDIATELY

SPOT GOLD TOPS $4,080/OZ, UP 0.36% INTRADAY

WALLER: TARIFF INFLATION IMPACT NOT THAT BIG, WILL BE ONE-OFF

WALLER: INFLATION HAS TICKED UP, BUT THINK IT IS GOING TO START COMING DOWN WALLER: EX TARIFFS INFLATION IS AROUND 2.4 OR 2.5%

🚨 WALLER: ADVOCATING FOR A RATE CUT AT THE DECEMBER MEETING

FED'S WALLER: SINCE LAST FED MEETING AVAILABLE DATA SUGGESTS NOT MUCH CHANGE, INFLATION NOT A BIG PROBLEM WITH LABOR MARKET WEAK

MORGAN STANLEY: BUY THE DIP NOW FOR 2026 GAINS Michael Wilson says the current stock market pressure is a tactical correction caused by Fed liquidity jitters, NOT fundamental deterioration. 🔸 The damage "under the surface" suggests the correction is nearing its end. 🔸 Wilson

U.S. AGRICULTURE SECRETARY ON CHINA'S SOYBEAN PURCHASES: INKING THE DEAL THIS WEEK OR NEXT -CNBC

U.S. AGRICULTURE SECRETARY: WILL HAVE AN ANNOUNCEMENT ON FARMER AID IN NEXT WEEK OR TWO -CNBC

JPMORGAN SAY BRENT OIL MAY FALL INTO $30S IN 2027 ON SURPLUS

$NVDA - LUTNICK: DECISIONS LIKE ONE ON NVIDIA CHIPS, CHINA ON TRUMP DESK

LUTNICK WANTS EU TO TAKE `FOOT OFF' DIGITAL RULES FRAMEWORK

DEUTSCHE BANK SETS 2026 S&P 500 TARGET AT 8,000 Deutsche Bank expects the S&P 500 to reach 8,000 by end-2026, the most bullish call on Wall Street. Strategist Matthew Luzzetti cites rapid AI investment as a key driver of market sentiment and productivity gains, though the bank

MERZ: DON'T EXPECT A BREAKTHROUGH IN UKRAINE TALKS THIS WEEK

LUTNICK: CONFIDENT `BEST' US CHIPS WON'T FALL TO WRONG HANDS

LUTNICK: TALKS WITH CHINA WILL WORK THEIR WAY THROUGH

JOBY AERO FILES COMPLAINT AGAINST ARCHER AVIATION - SEC FILING, CLAIMS INCLUDE TRADE-SECRET MISAPPROPRIATION AND BREACH OF CONTRACT - SEC FILING $JOBY $ACHR

*S&P 500 CLOSES UP 0.9%, NASDAQ GAINS 0.8%

TYSON TO CLOSE ONE OF THE BIGGEST BEEF-PROCESSING PLANTS IN THE NEBRASKA, U.S - WSJ $TSN

TRUMP: THINK RUSSIA-UKRAINE PEACE GETTING CLOSE

TRUMP: ZELENSKIY WILL HAVE TO LIKE U.S.-BACKED UKRAINE PLAN

$ED moving on trump comments

TRUMP: THINK MAMDANI WILL SURPRISE SOME CONSERVATIVE PEOPLE

*TRUMP: THE BETTER HE DOES, THE HAPPIER I AM REGARDLESS OF PARTY

TRUMP: GOING TO BE HELPING MAMDANI

TRUMP: TALKED ABOUT THINGS WE HAVE IN COMMON

TRUMP: WANT NEW YORK TO DO WELL

Mandani arrives at the White House for talks with Trump

*TRUMP TEAM INTERNALLY FLOATS SELLING NVIDIA H200 CHIPS TO CHINA

DONALD TRUMP TEAM INTERNALLY FLOATS SELLING NVIDIA H200 CHIPS TO CHINA $NVDA

WHITE HOUSE HAS ASKED FOR THE RESIGNATION OF A TOP AIDE TO FDA CHIEF - POLITICO

$TSLA - TESLA IS SUED OVER 2023 FATAL MODEL 3 CRASH IN WASHINGTON STATE

PUTIN: READY TO CONTINUE FIGHTING IF NO AGREEMENT WITH UKRAINE

PUTIN: WE'RE READY FOR PEACEFUL RESOLUTION

PUTIN: THINK IT CAN BE BASIS FOR FINAL RESOLUTION

PUTIN: RECEIVED U.S. PLAN FOR UKRAINE

EL-ERIAN WARNS MARKETS ON WILLIAMS’ DOVISH REMARKS Economist Mohamed El-Erian cautioned markets not to overreact to NY Fed President John Williams’ comments suggesting a near-term rate cut. He noted that Fed Chair Powell still faces a tough fight to unify the FOMC ahead of

*S&P 500 RISES 0.7% TO SESSION HIGH; NASDAQ 100 UP 0.4%

TRUMP: THINK THURSDAY IS AN APPROPRIATE DEADLINE FOR UKRAINE TO ACCEPT U.S.-BACKED PEACE PROPOSAL-FOX NEWS RADIO

The next FOMC meeting is scheduled for December 9–10, 2025. BLS SAYS THERE WILL BE NO OCT. CPI REPORT US BLS : CONSUMER PRICE INDEX FOR NOVEMBER TO BE RELEASED ON DEC. 18-STATEMENT

*BLS SAYS THERE WILL BE NO OCT. CPI REPORT

US BLS : CONSUMER PRICE INDEX FOR NOVEMBER TO BE RELEASED ON DEC. 18-STATEMENT

USER REPORTS INDICATE PROBLEMS AT X IN THE U.S. - DOWNDETECTOR USER REPORTS INDICATE PROBLEMS WITH CLOUDFLARE - DOWNDETECTOR

TRUMP: UKRAINE IS LOSING LAND

TRUMP: IRAN WANTS TO MAKE A DEAL, WE PROBABLY WILL MAKE ONE

- S&P 500 AND NASDAQ HIT OVER TWO-MONTH LOWS

RUSSIA OIL SANCTIONS TRUMP: THURSDAY IS ‘APPROPRIATE’ FOR DEADLINE ON PLAN FOR UKRAINE

TRUMP: WILL NOT PULL OFF RUSSIA OIL SANCTIONS

TRUMP: UKRAINE IS LOSING LAND AND PUTIN IS NOT LOOKING FOR MORE WAR

*FED'S LOGAN: DATA CENTERS WILL KEEP BOOSTING ELECTRICITY PRICE

$AMZN - AMAZON CEO JASSY FILES TO SELL 19,872 SHARES

TRUMP: HE SEES SUPPORT ON BOTH SIDES FOR HIS INSURANCE PLAN

*TRUMP SAYS HE WAS NOT THREATENING DEMOCRATIC LAWMAKERS

IN LAS VEGAS, KALSHI IS KING - THE INFORMATION For 15 years, Goldman Sachs’ private tech conference in Las Vegas has been the event for taking the pulse of startup dealmaking. Years ago, it was possible to run into founders such as Uber’s Travis Kalanick and Instagram’s Kevin

*MICHIGAN FINAL NOV. CONSUMER SENTIMENT AT 51; EST. 50.5 *MICHIGAN FINAL NOV. 1-YR EXPECTED INFLATION AT 4.5% VS 4.7%

🔸 U.S. U Mich Final November Sentiment Due 10 a.m. ET; Seen 51.0

*ELI LILLY BECOMES FIRST HEALTH-CARE COMPANY WORTH $1 TRILLION

$MSTR - MICROSTRATEGY’S SAYLOR DEFENDS BUSINESS AMID MSCI INDEX CONCERNS JPMorgan warns exclusion from indices could trigger $2.8B–$8.8B in outflows, hurting valuation, liquidity, and capital raising. Saylor reiterated: “Index classification doesn’t define us” and the company’s

$NVDA - NVIDIA SHARES REVERSE COURSE, LAST DOWN 1.5%

ZELENSKIY SAYS NEXT WEEK WILL BE VERY DIFFICULT FOR UKRAINE

ZELENSKIY SAYS HE WON'T BETRAY UKRAINE'S NATIONAL INTEREST

ZELENSKIY SAYS UKRAINE IS FACING CHOICE OF LOSING THE MAJOR PARTNER OR UKRAINE'S DIGNITY

LOGAN: INFLATION TOO HIGH, LABOR MARKET ROUGHLY BALANCED

🚨 LOGAN: REPEATS SHE WOULD FIND IT DIFFICULT TO SUPPORT DECEMBER RATE CUT

FED'S LOGAN: FED SHOULD HOLD RATES STEADY 'FOR A TIME' TO ASSESS DEGREE OF RESTRICTION

TECH STOCKS ON TRACK FOR RECORD $75B INFLOW IN 2025, BOFA SAYS Tech remains in demand despite valuation concerns, with BofA noting a $4.4B inflow last week and an expected $75B total inflow for 2025. The Nasdaq has risen 14% this year but recently dropped 2%. In contrast,

CRYPTO SELLOFF DEEPENS AS ETF OUTFLOWS SURGE The crypto selloff is accelerating as nearly $900M exits spot bitcoin ETFs, led by the iShares Bitcoin Trust, Saxo strategists say. The iShares Ethereum ETF also continued to weaken. Fed policy uncertainty, mixed U.S. jobs data, and

JEFFERSON: TOO SOON TO KNOW HOW AI WILL IMPACT LABOR MARKET, INFLATION, MONETARY POLICY

JEFFERSON: AI-RELATED STOCK GAINS UNLIKE DOT-COM BOOM LARGELY BECAUSE AI FIRMS HAVE ACTUAL EARNINGS

MIRAN: WOULD VOTE FOR 25-BP CUT IF MY VOTE WERE MARGINAL VOTE

RATE FUTURES NOW POINT TO 54% CHANCE OF DECEMBER FED RATE CUT

COLLINS: OVER TIME EXPECT TO LOWER RATES FURTHER

FED'S COLLINS: IS 'HESITANT' TO GET TOO FAR AHEAD WITH RATE CUTS WHILE INFLATION STILL HIGH

FED'S COLLINS: RATE CUTS ALREADY DONE HELPED ADDRESSED RISKS

FED'S COLLINS: MILDLY RESTRICTIVE MONETARY POLICY VERY APPROPRIATE RIGHT NOW FED'S COLLINS: HESTITANT TO THINK ABOUT NEXT POLICY MEETING

FED'S COLLINS: INFLATION REMAINS ELEVATED

REP. ERIC SWALWELL TO RUN FOR CALIFORNIA GOVERNOR: AP

FED'S COLLINS: SEPTEMBER JOBS DATA WAS MIXED - CNBC

WILLIAMS: WE DON'T HAVE INSIGHTS ON WHETHER MARKET OVERVALUED

COINBASE TO BUY VECTOR; NO TERMS COINBASE: TRANSACTION IS EXPECTED TO CLOSE BY YEAR-END

U.S. DRAFT FRAMEWORK ESTABLISHES CONDITIONS FOR ARMISTICE BETWEEN UKRAINE, RUSSIA AND PROVIDES SECURITY ASSURANCES MODELED ON NATO ARTICLE 5 -AXIOS REPORTER ON X

YIELD ON 10-YR U.S. TREASURY NOTES DOWN 4 BPS AT 4.065%

REDFIN: U.S. LUXURY HOME PRICES JUMP 5.5% IN OCTOBER U.S. luxury home prices rose 5.5% in October to a $1.28M median — growing about three times faster than non-luxury homes, which rose 1.8% to $373,249, Redfin reports.

WILLIAMS: MARKETS SEEM TO BE VERY BULLISH ON AI, ANTICIPATING A PERIOD OF STRONG GROWTH

WILLIAMS: '25 FISCAL CHANGES WILL BOOST GROWTH OVER NEXT YEAR

NASDAQ 100 FUTURES EXTEND CLIMB TO SESSION HIGH

FUTURES RISE AFTER FED’S WILLIAMS SIGNALS POSSIBLE DECEMBER RATE CUT U.S. stock futures climbed Friday after Fed President John Williams hinted a December rate cut. S&P 500 futures rose 0.5%, and Nasdaq futures gained 0.4%, despite major indexes heading for their worst week

🚨U.S. THREATENS TO CUT INTEL, WEAPONS TO PUSH UKRAINE TOWARD PEACE DEAL The U.S. is pressuring Ukraine to accept a U.S.-brokered peace framework with Russia, warning it may stop providing intelligence and weapons, two sources told Reuters. One source said Washington wants Kyiv

🚨 *US THREATENS TO CUT INTEL, WEAPONS SUPPLY TO UKRAINE: REUTERS

TRADERS BOOST ODDS OF DECEMBER FED RATE CUT TO MORE THAN 50%

CRYPTO LIQUIDATIONS TOP $1.9B IN THE PAST 24 HOURS Coinglass reports $1.9B in crypto liquidations in 24 hours, hitting 403,000 traders. Analysts cite renewed risk-off sentiment and tech-stock selling as drivers. The crypto market has fallen into extreme fear, reflecting a sharp

*FED'S WILLIAMS STILL SEES ROOM FOR A NEAR-TERM RATE CUT

WILLIAMS: INFLATION PROGRESS HAS STALLED, BUT SHOULD BE ON TRACK TO 2% IN 2027

NEW YORK FED'S WILLIAMS: FED CAN STILL CUT RATES IN THE NEAR TERM GIVEN CURRENT POLICY IS MODESTLY RESTRICTIVE

UKRAINIAN PARLIAMENT SPEAKER SAYS HE MET TOP U.S. ARMY OFFICIAL TO DISCUSS PEACE FRAMEWORK

BITCOIN DROPS BELOW $81,000, DOWN 6.59% INTRADAY

*BESSENT: THE FED SHOULD BE LOOKING AT DATA *BESSENT: FED SHOULD KEEP GOING WITH CUTTING CYCLE

US UKRAINE PLAN SAID TO END RUSSIA SANCTIONS United States President Donald Trump’s 28-point plan on ending the Ukraine conflict would involve the gradual lifting of sanctions against Russia and its reintegration into the global economy, according to the full text of the

WHITE HOUSE: TRUMP'S ORDER ALSO REMOVES 40% TARIFFS ON IMPORTS OF BRAZILIAN AIRCRAFT PARTS

WHITE HOUSE: TRUMP'S ORDER REMOVES TARIFFS ON IMPORTS OF BRAZILIAN BEEF, COFFEE, ORANGE JUICE

WHITE HOUSE: TRUMP SIGNS ORDER MODIFYING SCOPE OF TARIFFS ON GOVERNMENT OF BRAZIL

Verizon $VZ To Cut 13,000 Jobs By December 2025 And Take $1.6B–$1.8B Q4 Severance Charge, Citing Major Workforce Restructuring And Expected Reductions In Outsourced Labor Costs

*US BANKS SHELVE $20B BAILOUT PLAN FOR ARGENTINA: WSJ

GE Healthcare To Acquire InteleRad For $2.3B In Cash As It Expands Cloud Imaging Footprint, Plans To Fund Deal With Cash And New Debt, And Says Acquisition Will Be Accretive To Revenue Growth And Adjusted EBIT Margins $GEHC

Ross Stores Posts Strong Q3 With $5.60B Revenue Beat and $1.58 EPS as Outlook Raises Holiday Comparable Sales to 3–4 Percent and Full-Year EPS to $1.77–$1.85 $ROST

*S&P 500, NASDAQ 100 CLOSE AT LOWEST LEVEL SINCE SEPTEMBER

Intuit Q1 Revenue Beats At $3.89B And Adj EPS Tops At $3.34, But Operating Income Misses Expectations As Company Leans Into AI And Product Investments While Reaffirming FY EPS Outlook At $22.98–$23.18 $INTU

*NVIDIA SHARES CLOSE -3% AFTER EARLIER GAINING 5%

*S&P 500 CLOSES 1.6% LOWER, NASDAQ TUMBLES 2.2%

PUTIN: RUSSIA’S UKRAINE GOALS MUST BE MET President Vladimir Putin said Russia’s objectives in Ukraine must be met unconditionally, accusing Kyiv’s leaders of prolonging the war for personal gain. His comments followed U.S. President Donald Trump’s peace proposal to Volodymyr

*HASSETT: DATA SUGGEST WE SHOULD CUT IN DECEMBER

*HASSETT: SHUTDOWN WILL BE NEGATIVE FOR 4Q

*HASSETT: WILL SEE OCT PAYROLL NUMBERS, NOT HOUSEHOLD

*HASSETT: WON'T KNOW OCT. UNEMPLOYMENT RATE

*HASSETT: AIRLINES HAVEN'T SEEN NORMAL CHRISTMAS BOOKINGS

WHITE HOUSE: TRUMP INTERESTED IN TAKING ADDITIONAL ACTION AGAINST CARTELS

*LEAVITT: TRUMP DOES NOT WANT TO EXECUTE MEMBERS OF CONGRESS

Lucid Group Unveils Lucid Gravity Touring Starting At $79,900 With Orders Now Open And Select Configurations Available For Immediate Delivery $LCID

ZELENSKIY SAYS UKRAINIAN AND U.S. TEAMS WILL WORK ON POINTS OF PEACE PLAN

GOOLSBEE: A 50-YEAR MORTGAGE RATE COULD MAKE MONETARY POLICY DECISIONS HAVE LESS IMPACT

🚨 GOOLSBEE: AI INVESTMENT RAISES CONCERNS OF POSSIBLE BUBBLE

$NVDA - JPMORGAN: NVIDIA MAY FACE MARGIN PRESSURE JPMorgan says input cost inflation, especially higher memory prices, could pressure Nvidia’s margins. The company aims to keep margins in the mid-70% range next year, but the upcoming Rubin ramp may initially dilute results.

GOOLSBEE: IF GOVERNMENT CAN TELL CENTRAL BANK WHAT TO DO WITH INTEREST RATES, INFLATION RISES, GROWTH IS SLOWER GOOLSBEE: IT WOULD PAIN ME, AND MARKETS, IF FED LOST INDEPENDENCE

GOOLSBEE: DUBIOUS THAT SLOWDOWN IN PAYROLLS POINTS TO A RECESSION

GOOLSBEE: OFFICIAL DATA IS BIG MESS, BECAUSE THE LIGHTS WENT OUT

COINBASE GLOBAL - SENDING CRYPTO FROM THE BALANCE SUMMARY SCREEN ON MOBILE IS TEMPORARILY UNAVAILABLE

*FED'S GOOLSBEE SAYS INFLATION SEEMS STALLED, MAYBE MOVING UP

GOOLSBEE: INFLATION SEEMS TO HAVE STALLED GOOLSBEE: A LITTLE UNEASY ON INFLATION

GOOLSBEE: FOR INFLATION, WE'VE SET A 2% TARGET, AND 3% INFLATION IS TOO HIGH GOOLSBEE: WE MADE A SACRED PROMISE OF 2% INFLATION

FED'S GOOLSBEE: PART OF THE JOB OF THE FED IS TO BE THE STEADY HAND

TRUMP ADMINISTRATION READYING PLAN TO EASE LEGAL HURDLES FOR GOVERNMENT LAYOFFS: DOCUMENT

CBOE VOLATILITY INDEX HITS MORE THAN ONE-MONTH HIGH; LAST UP 3.49 POINTS AT 27.15

*NASDAQ 100 EXTENDS DECLINE TO 1.1%

CITADEL’S RUBNER SEES S&P 500 RALLY TO 7,000 Citadel’s Scott Rubner says the recent S&P 500 pullback sets the stage for a year-end rally to 7,000 (up 5.4%), driven by strong retail demand, light institutional positioning, Nvidia momentum, and supportive seasonality. He expects

U.S. STOCKS TURN NEGATIVE; S&P 500 DOWN 0.3%, NASDAQ DOWN 0.5%, DOW DOWN 0.2%

DEMOCRATS SLAM 'VILE' TRUMP DEATH PENALTY THREATS

BITCOIN EXTENDS LOSSES, LAST DOWN 4% AT $87,800

AMAZON: PLANS TO INVEST $3 BILLION IN WARREN COUNTY, MISSISSIPPI, CREATING HUNDREDS OF JOBS AND SUPPORTING ECONOMIC GROWTH $AMZN

ZELENSKIY: HE AGREED TO WORK ON US DRAFT PLAN TO END WAR

US BLS: EMPLOYMENT SITUATION FOR NOVEMBER 2025 TO BE RELEASED ON DEC. 16-STATEMENT

ZELENSKIY'S OFFICE SAYS HE RECEIVED PEACE PLAN DRAFT FROM U.S.

FED’S COOK WARNS OF POSSIBLE MARKET DROP Fed Governor Lisa Cook warned that high valuations in stocks, corporate bonds, housing, and leveraged loans increase the risk of sharp market declines, though she said the financial system remains resilient. She highlighted liquidity

US HAS INDICATED IT WOULD LIKE TO JOIN G20 SUMMIT, END BOYCOTT: RAMAPHOSA

U.S. COMMERCE DEPARTMENT SAYS U.S. GDP AND PERSONAL INCOME REPORTS ORIGINALLY SET FOR NOV. 26 RELEASE WILL BE RESCHEDULED

WELLS FARGO SAYS FED SHOULD CUT IN DECEMBER Wells Fargo’s Sarah House says the Fed should cut rates by 25 bps in December, citing easing inflation and growing labor-market slack. She notes hawks may argue against a cut due to above-target inflation and solid job growth, but the

U.S. STOCKS EXTEND GAINS; S&P 500 UP 1.8%, DOW UP 1.5%, NASDAQ UP 2.3%

🚨 MORGAN STANLEY DROPS DECEMBER CUT, SEES THREE IN 2025 Morgan Stanley’s Michael Gapen says stronger payrolls reduce the risk of rising unemployment. The bank no longer expects a December Fed cut and now projects three cuts next year—in January, April, and June—keeping its

FED'S HAMMACK: INFLATION IS STILL TOO HIGH AND TRENDING IN WRONG DIRECTION

FED'S HAMMACK: HIGH INFLATION IS STILL A REAL ISSUE FOR ECONOMY

FED'S HAMMACK: JOBS REPORT IS 'A BIT STALE' BUT IS IN LINE WITH EXPECTATIONS - CNBC FED'S HAMMACK: JOBS DATA LOOKED A BIT MIXED FED'S HAMMACK: JOBS DATA HIGHLIGHTED CHALLENGES FACED BY MONETARY POLICY

VANCE: GOING TO TAKE SOME TIME TO FEEL ECONOMIC BOOM IN US

VANCE: SHUTDOWN IS GOING TO CAUSE SOME DAMAGE BUT I THINK IT WILL BE MINOR

TESLA SHARES RISE 5.6%

BIG TECH FIRMS RISE AFTER NVIDIA RESULTS EASE FEARS OF AI BUBBLE 🔸 ALPHABET UP 3.7% 🔸 AMAZON UP 1.5% 🔸 MICROSOFT UP 1.4% 🔸 META PLATFORMS UP 2% 🔸 APPLE UP 2.3%

*US EXISTING HOME SALES RISE TO HIGHEST IN EIGHT MONTHS

*US OCT. EXISTING HOME SALES RISE 1.2% M/M; PREV. 1.5% *US OCT. EXISTING HOME SALES AT 4.1M; PREV. 4.08M

*BARR: CONCERNED THAT INFLATION STILL AT 3% *BARR: NEED TO BE CAREFUL WITH MONETARY POLICY TO BALANCE RISKS

NVIDIA SHARES JUMP 5.1% AT MARKET OPEN, MOST SINCE NOV. 10

CHINA COMMERCE MINISTER MET WITH US AMBASSADOR TO CHINA BOTH AND IN-DEPTH EXHYANGVE OF VIES ON ON TRADE TIES- STATMENT CHINA'S WANG: TWO SIDES SHOULD MANAGE THE UNCERTAINITIES IN TRADE TIES CHINA'S WANG: BOTH SIDES SHOULD EXPAND COOPERATIONS

RUSSIA SAYS IT HELD TALKS WITH CHINA THIS WEEK ON MISSILE DEFENCE AND STRATEGIC STABILITY

ALPHABET SHARES EXTEND PREMARKET GAINS, LAST UP 4%

$MSFT - SOFTBANK TO INVEST UP TO $3 BILLION IN FACTORY FOR OPENAI DATA CENTERS - THE INFORMATION

CME GROUP AND CF BENCHMARKS TO LAUNCH CME CF BITCOIN VOLATILITY INDICES

DECEMBER RATE CUT STILL LIKELY, SAYS GOLDMAN’S HAIGH Kay Haigh of Goldman Sachs Asset Management said a December rate cut remains likely as soft labor data and near-target inflation should drive policy despite recent hawkish remarks. She added that the setup allows Powell to

FED’S HAMMACK: SEES ELEVATED LEVERAGE LEVELS IN HEDGE FUNDS, LIFE INSURERS

FED’S HAMMACK: CUTTING RATES NOW COULD DISTORT MARKET PRICING LEVELS

FED’S HAMMACK: CUTTING RATES RISKS PROLONGING HIGH INFLATION

FED’S HAMMACK: RISK MANAGEMENT RATE CUTS COULD INCREASE FINANCIAL STABILITY RISKS

FED’S HAMMACK: EASING MONETARY POLICY NOW MAY ENCOURAGE FINANCIAL RISK TAKING

🚨 FED SWAPS CONTINUE TO INDICATE DECEMBER RATE CUT UNLIKELY

CBOE VOLATILITY INDEX DIPS 3.52 POINTS TO 20.14

*US JOBLESS CLAIMS 220,000 IN NOV. 15 WEEK; EST. 227K

*US SEPT. TWO-MONTH PAYROLL NET REVISION SUBTRACTS 33,000

*US SEPT. NONFARM PAYROLLS RISE 119K M/M; EST. +51K *US SEPT. UNEMPLOYMENT RATE 4.4%; EST. 4.3%

U.S. SEPTEMBER NONFARM PAYROLLS +119,000 (CONSENSUS +50,000)

RAY DALIO ON MARKETS: WE ARE AT 80% INTO A BUBBLE

RAY DALIO - VENTURE IS HAVING PROBLEMS, AND A LOT OF PRIVATE CREDIT IS CONNECTED TO PRIVATE MARKETS - CNBC INTERVIEW

RAY DALIO: I BELIEVE THAT WE HAVE A DEBT PROBLEM

REDFIN: HOME PRICES POST BIGGEST GAIN IN 7 MONTHS DESPITE SLOW DEMAND

$VZ - VERIZON SAYS IT WILL CUT MORE THAN 13,000 JOBS AS IT RESTRUCTURES

$EXAS - ABBOTT TO BUY EXACT SCIENCES FOR $105 PER COMMON SHARE

$NVDA: +4,80% premkt $NVDA: Melius raises target price to $320 from $300 $NVDA: Wedbush raises target price to $230 from $210 $NVDA: Goldman Sachs raises target price to $250 from $240 $NVDA: Rosenblatt raises target price to $245 from $240 $NVDA: Jefferies raises target price

SEPTEMBER JOBS REPORT DUE AFTER SHUTDOWN DELAY Economists expect 55,000 new jobs in September and 4.3% unemployment. The data—delayed by the 43-day government shutdown—will heavily influence the Fed’s December rate decision, where odds are split between a cut and holding steady.

$TSLA - PIPER: TESLA FSD MAY ALREADY BEAT MOST U.S. DRIVERS Piper Sandler analyst Alexander Potter says Tesla’s latest Full Self-Driving software may already outperform the average American driver. After test-driving FSD v14 during an investor visit to Fremont, he reiterated an

UBS GLOBAL WEALTH MANAGEMENT 2026 OUTLOOK: UBS FORECASTS YEAR-END TARGET FOR S&P 500 INDEX AT 7,700

$NVDA - NVIDIA SURGE SET TO FUEL YEAR-END TECH RALLY Wedbush Securities says Nvidia’s strong earnings and upbeat guidance should reignite the tech rally into year-end. Analyst Dan Ives calls it a “monster quarter,” with earnings and revenue—especially data-center sales—topping

CHINA'S OCTOBER RARE EARTH MAGNET EXPORTS TO THE UNITED STATES RISE 56.1% FROM SEPTEMBER, CUSTOMS DATA SHOWS

*TRUMP SAYS HE'LL MEET WITH NYC MAYOR-ELECT MAMDANI NOVEMBER 21

TRUMP SIGNS BILL APPROVING EPSTEIN FILE RELEASE

$IONQ IS ONLY QUANTUM COMPANY IN 2025 DELOITTE TECHNOLOGY FAST 500; GROWS REVENUE NEARLY 2000% IN 3 YEARS

Nvidia Says China-Focused H20 AI Chip Generated Only $50M In Q3 As Major Orders Failed To Materialize Amid Geopolitical Tensions And Rising Local Competition $NVDA

*NVIDIA CFO REITERATES HALF TRILLION REVENUE PROMISE

Meta Chief AI Scientist Yann LeCun To Depart At Year-End As He Launches New Advanced Machine Intelligence Startup With Meta As A Strategic Partner $META

here's a long report on $NVDA earnings 👇 NVIDIA $NVDA reports record Q3 revenue of $57.0 billion, up 62% year-over-year and 22% sequentially—the chipmaker's explosive growth continues as Blackwell sales accelerate and data center demand compounds. Data Center revenue dominated

*NVIDIA: BLACKWELL ULTRA IS NOW OUR LEADING ARCHITECTURE *NVIDIA: H20 SALES INSIGNIFICANT IN 3Q *NVIDIA: GAMING REVENUE UP ON CONTINUED DEMAND FOR BLACKWELL

*NVIDIA SHARES JUMP 5% AFTER 4Q REVENUE OUTLOOK TOPS ESTIMATE

*NVIDIA'S JENSEN HUANG: “BLACKWELL SALES ARE OFF THE CHARTS" *NVIDIA'S JENSEN HUANG: “CLOUD GPUS ARE SOLD OUT”

*NVIDIA 3Q ADJ EPS $1.30 *NVIDIA 3Q REV. $57.01B, EST. $55.19B *NVIDIA 3Q ADJ GROSS MARGIN 73.6% *NVIDIA 3Q DATA CENTER REVENUE $51.2B, EST. *NVIDIA SEES 4Q REV. $63.70B TO $66.30B, EST. $61.98B$49.34B

*NVIDIA 3Q REV. $57.01B, EST. $55.19B *NVIDIA SEES 4Q REV. $63.70B TO $66.30B, EST. $61.98B $NVDA

CEMTREX INC - TO BUY 100% OF INVOCON FOR $7.06 MLN - SEC FILING $CETX

Palo Alto Networks Delivers Q1 Revenue Beat And Raises Growth Outlook As Cybersecurity Spending Holds Firm, Guiding Q2 Sales To $2.57B–$2.59B And Full-Year Revenue To ~$10.5B Amid Continued Double-Digit Demand $PANW

Jack In The Box Posts Weak Q4 With Revenue Down 6.6 Percent, Adjusted EPS Missing Estimates And FY26 Comp Sales Guided To Flat To Slightly Negative $JACK

TON Strategy Company Says Coinbase Launched $TON Spot Trading On Nov 18 Across Retail, Advanced And Institutional Platforms As Major-Exchange Momentum Accelerates $TONX

$XYZ resumed

FOR 2026, EXPECTS ADJUSTED EARNINGS PER SHARE TO GROW TO $3.20 $XYZ

$XYZ halted pending news 👀

TRUMP'S UKRAINE ENVOY KELLOGG TO LEAVE POST IN JANUARY, SOURCES SAY

$COIN - COINBASE TO LAUNCH PREDICTION MARKET POWERED BY KALSHI

XAI- DEPLOYING GROK NATIONWIDE ACROSS SAUDI ARABIA

FED WAS SPLIT IN OCTOBER Minutes from the October meeting show a sharply divided Fed. Some officials who backed the Oct. 29 rate cut also said they could have supported no change, while several opposed the cut entirely. Views on what to do in December were even more split, with

$NVDA - TRADERS MAKE BULLISH BETS AHEAD OF NVIDIA EARNINGS With Nvidia reporting after the close, options traders are positioning for another volatile move. Bloomberg data shows roughly 13,000 December $205/$235 call spreads bought—bets on a post-earnings rise, but with capped

FED MINUTES: SEVERAL PARTICIPANTS WERE AGAINST RATE CUT

*FED: 'SEVERAL' SAID DECEMBER CUT 'COULD WELL BE' APPROPRIATE

*FED: 'MANY' SAW DECEMBER RATE CUT AS LIKELY NOT APPROPRIATE

ABBOTT WEIGHS TAKEOVER OF CANCER TEST MAKER EXACT SCIENCES - BLOOMBERG NEWS $ABT $EXAS

TRUMP'S SEMICONDUCTOR TARIFF PLAN LIKELY DELAYED, OFFICIALS SAY U.S. officials are privately signaling that the long-promised semiconductor tariffs may be delayed, slowing a key part of President Trump’s economic agenda. According to multiple people familiar with the

$ABT DOWNSIDE

🚨 TRUMP AIDES SEE NO RUSH TO LEVY PROMISED SEMICONDUCTOR TARIFFS -SOURCES

$EXAS - ABBOTT SAID TO NEAR DEAL FOR CANCER TEST MAKER EXACT SCIENCES

KREMLIN SAYS WE CAN MOMENTARILY SET UP PUTIN-TRUMP CALL IF NEEDED

KREMLIN SAYS RUSSIA IS OPEN FOR TALKS ON UKRAINE

Humain Expands Nvidia Partnership, Plans Deployment Of Up To 600,000 Nvidia GPUs Across US & Saudi Arabia To Build Next-Gen AI Infrastructure $NVDA

AFTERPAY AND CASH APP BRING PAY OVER TIME TO ANYWHERE VISA IS ACCEPTED $XYZ $V

*TRUMP REPEATS CRITICISM OF PUTIN FOR NOT ENDING WAR IN UKRAINE

*TRUMP: A LITTLE DISAPPOINTED IN PUTIN RIGHT NOW

*US PLANS TO BUY AND OWN AS MANY AS 10 NUCLEAR REACTORS: DOE

TRUMP TO MUSK: I'M WITH YOU, ELON

CRYPTO STOCKS FALL AS BITCOIN NEAR SEVEN-MONTH LOW 🔸 COINBASE GLOBAL DOWN 4.9% 🔸 BITFARMS FALLS 7.5% 🔸 STRATEGY SLIPS 10.3% 🔸 RIOT PLATFORMS FALLS 3.7% 🔸 HUT 8 MINING DOWN 3.3% 🔸 MARA HOLDINGS DROPS 6.6%

*TRUMP: INTEREST RATES ARE TOO HIGH

*TRUMP SAYS POWELL SHOULD BE SUED OVER FED CONSTRUCTION COSTS

*TRUMP CALLS POWELL GROSSLY INCOMPETENT

*TRUMP: WOULD LOVE TO FIRE POWELL

US PLANS TO OWN UP TO 10 NEW NUCLEAR REACTORS: DOE OFFICIAL

BLS SAYS IT WON'T PUBLISH OCT. JOBS REPORT

DECEMBER FED RATE CUT BETS PARED AFTER BLS CANCELS JOBS REPORT

Trump's team believes that Russia is allegedly ready for a deal on Ukraine

*TRUMP: THINKING ABOUT BESSENT FOR THE FED, HE WANTS NO PART

*US NOV. JOBS REPORT RESCHEDULED FOR DEC. 16

🚨 US AND RUSSIAN OFFICIALS DRAFT NEW PEACE PLAN FOR UKRAINE - FT

ELON MUSK: "WORK WILL BECOME OPTIONAL" At the U.S.-Saudi Investment Forum, Elon Musk declared that advanced AI and robotics will make everyone wealthy and eliminate poverty. Sitting alongside Nvidia CEO Jensen Huang, he predicted: "Work will become optional." Musk highlighted

TRUMP: $270 BILLION IN AGREEMENTS AND SALES ARE BEING SIGNED BETWEEN DOZENS OF COMPANIES TODAY

TRUMP: WORKING ON GETTING AIRPLANES FOR SAUDI ARABIA APPROVED

$VALE halted pending news

SETUP POISED FOR AN "EVERYTHING RALLY" JPMORGAN TRADING DESK: "Given that there have not been any changes to the fundamental story, nor does our investment hypothesis rely on the Fed easing, we are dip-buyers. As we look at the two key events this week, (i) Sept's NFP and (ii)

U.S. PROPOSALS TO END WAR INCLUDE UKRAINE GIVING UP TERRITORY AND SOME WEAPONS, REDUCING SIZE OF ARMED FORCES, AMONG MANY OTHER POINTS – TWO PEOPLE FAMILIAR WITH THE MATTER U.S. HAS SIGNALLED TO ZELENSKIY THAT UKRAINE MUST ACCEPT FRAMEWORK AND ITS MAIN POINTS, THE SOURCES SAY

FIRMS ARE TO MEET WITH A WHITE HOUSE OFFICIAL ON AI EXPORTS ON THURSDAY - AXIOS

MUSK: AI AND HUMANOID ROBOTS WILL ELIMINATE POVRETY

HUANG: WORKING WITH SAUDI ARABIA TO BUILD SUPERCOMPUTERS

MUSK: HUMANOID ROBOTS WILL BE THE BIGGEST PRODUCT EVER

$NVDA - NVIDIA'S HUANG: WORKING WITH SAUDI ARABIA TO BUILD SUPERCOMPUTERS

$TSLA $NVDA - ELON MUSK: XAI AND SAUDI ARE DOING A 500 MEGAWATT PROJECT WITH NVIDIA

$NVDA - NVIDIA Q3 EARNINGS PREVIEW (NOV 19, 2025) Nvidia reports fiscal Q3 results after the close on Wednesday. The print is widely seen as a key test for the sustainability of the AI bull market. Why it matters 🔸 Nvidia is ~8% of the S&P 500 🔸 Stock down >10% in

$TSLA $NVDA - TESLA CEO ELON MUSK: JOINS NVIDIA'S JENSEN HUANG AT DC EVENT

ICE NEW YORK COCOA FUTURES FALL NEARLY 5% TO $5,170 PER METRIC TON

BITCOIN DROPS BELOW $90,000

- GOLDMAN SACHS CEO DAVID SOLOMON: NOT SURPRISED THERE IS A LITTLE VOLATILITY IN THE MARKET- CNBC INTERVIEW

U.S. HOUSING MARKET FAVORS BUYERS… WHO CAN AFFORD IT In October, there were 37% more home sellers than buyers—the largest gap since 2013, marking a clear buyer’s market, according to Redfin. However, rising mortgage rates and home prices have priced out many Americans, limiting

STOCKX PARTNERS WITH KALSHI: INVESTORS CAN NOW MAKE BETS ON THE PRICE OF LABUBUS AND SNEAKERS - BBG

Walmart in talks to acquire Israeli-founded startup to combat scams, counterfeits - CNBC

HASSETT: UNEMPLOYMENT'S 'A LITTLE HIGHER' THAN EQUILIBRIUM

HASSETT: 85% OF THE ECONOMY IS GETTING A MASSIVE PRODUCTIVITY SHIFT

PFIZER AND TRIS PHARMA REACH $41.5 MILLION SETTLEMENT WITH TEXAS OVER ALLEGED QUALITY CONTROL LAPSES IN CHILDREN'S ADHD DRUG, TEXAS ATTORNEY GENERAL SAYS $PFE

HASSETT: FUTURE REVISIONS ARE LIKELY TO SHOW STRONGER PRODUCTIVITY

HASSETT: THE FINAL IMPACT OF TARIFFS ON INFLATION IS STILL TO BE SEEN

CRYPTO EXCHANGE KRAKEN CONFIDENTIALLY FILES FOR US IPO

MIRAN SAYS HE SUPPORTED FED'S DECISION TO STOP BALANCE SHEET RUN-OFF

MIRAN SAYS IT'S 'POSSIBLE' THAT FED COULD SHRINK ITS BALANCE SHEET AGAIN IN THE FUTURE

$NVDA - NVIDIA UP 3% AHEAD OF EARNINGS NVIDIA shares rose 3% at the open ahead of earnings. At an RBC conference, the CEO highlighted improving cash flow, a calmer debt situation, and high business reinvestment, with the company expecting to be net cash soon. The CTO noted that

GERMANY'S MERZ SAYS LONG-RANGE FIRE WILL BE MADE AVAILABLE TO UKRAINE, ALSO WITH PRODUCTION THERE, BUT DETAILS WILL NO LONGER BE COMMUNICATED

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00 PCT

$GOOGL - ALPHABET SHARES EXTEND GAINS TO HIT RECORD HIGH, LAST UP 5.4%

$NVDA - NVIDIA SHARES UP 1.5% AHEAD OF QUARTERLY RESULTS

U.S. CENSUS BUREAU TO RELEASE AUGUST WHOLESALE TRADE SALES AND INVENTORIES ON NOV. 21-STATEMENT

META TO BLOCK AUSTRALIAN TEENS UNDER 16 BY DEC. 10 Meta will deactivate Instagram, Facebook, and Threads accounts for Australian users under 16 by December 10 to comply with the country’s new minimum-age law. Affected users will get 14 days’ notice starting Thursday and can

US EXPORTERS SELL 330,000 TONS OF SOYBEANS TO CHINA

US SEPT. RETAIL SALES REPORT RESCHEDULED FOR NOV. 25

PRESIDENT’S SCHEDULE – WEDNESDAY, NOVEMBER 19, 2025 🔸 9:00 AM: In-town pool call at the White House 🔸 11:35 AM: Departs White House for the U.S.–Saudi Investment Forum 🔸 12:00 PM: Delivers remarks at the Forum, John F. Kennedy Center for the Performing Arts 🔸 1:15 PM:

U.S. AUG TRADE DEFICIT $59.6 BLN (CONSENSUS $61.0 BLN) U.S.-CHINA AUG TRADE DEFICIT $16.86 BLN VS JULY DEFICIT $17.11 BLN US AUG OIL IMPORT PRICE $64.16/BBL VS JULY $63.92/BBL, -13.6% FROM AUG'24 $74.27/BBL

DOLLAR MAY BOTTOM SOON AS FURTHER 2026 FED CUTS LOOK UNLIKELY HSBC says the U.S. dollar could hit a bottom by early 2026 before rebounding. The bank expects the Fed might cut rates in December but sees little chance of additional cuts in 2026. Markets, however, are pricing in

*ARMY SECRETARY, TOP GENERAL ARRIVE IN KYIV FOR PEACE TALKS: ABC *ARMY SECRETARY DRISCOLL TO MEET WITH ZELENSKIY, UKRAINE PM: ABC

*ADOBE TO BUY MARKETING PLATFORM SEMRUSH IN $1.9 BILLION DEAL

YARDENI STILL TARGETS S&P 500 AT 7000, BUT BEARISH RISKS RISE Yardeni Research still expects the S&P 500 to hit 7000 this year, though it has raised the odds of a bearish scenario to 30% as AI-bubble fears, weak sentiment, and credit worries grow. The firm cut its “melt-up” odds

$NVDA - ANALYSTS STAY BULLISH ON NVIDIA DESPITE INVESTOR JITTERS BEFORE Q3 EARNINGS Analysts forecast roughly $55 billion in Q3 revenue and $1.25 EPS, with about $49 billion from data centers. Bank of America: Reiterates buy, says Nvidia remains undervalued given its dominance.

REGULATION MAY LIMIT STABLECOIN DEMAND Stablecoins are unlikely to grow enough to absorb much U.S. government debt or compete with bank deposits, says Berenberg economist Atakan Bakiskan. Because the Genius Act bars issuers from paying interest, stablecoins can’t match

$NVDA - WOLFE ON NVIDIA AHEAD OF EARNINGS Wolfe Research says all attention is on NVIDIA’s earnings after the close, with the market expecting a 6.4% move in the stock. Despite a 35% gain this year, NVIDIA’s forward P/E has edged down from 31x to 29.5x. The firm attributes

LARRY SUMMERS RESIGNS FROM OPENAI BOARD AMID EPSTEIN DISCLOSURES Larry Summers, former U.S. Treasury Secretary and ex-Harvard president, has stepped down from the OpenAI board, Axios reported. The move comes after newly released emails and texts from the Jeffrey Epstein

SEMRUSH SHARES UP 70% PREMARKET AFTER REPORT ADOBE NEARS $1.9 BLN DEAL FOR CO

$SEMR - ADOBE NEARS $1.9 BILLION DEAL FOR SOFTWARE PROVIDER SEMRUSH - WSJ ADOBE IS SET TO PAY $12 A SHARE FOR SEMRUSH - WSJ

NVIDIA SHARES UP 1.1% PREMARKET

UKRAINE HAS RECEIVED 'SIGNALS' ABOUT A SET OF US PROPOSALS TO END THE WAR THAT THE U.S. HAS DISCUSSED WITH RUSSIA , SENIOR UKRAINIAN OFFICIAL SAYS

PONY. AI ANNOUNCES GEN-4 AUTONOMOUS TRUCK LINEUP, SET FOR MASS PRODUCTION AND DEPLOYMENT IN 2026 $PONY

BUREAU OF LABOR STATISTICS: U.S IMPORT AND EXPORT PRICE INDEXES FOR SEPTEMBER TO BE RELEASED ON DEC 3

SENATE DEMOCRATIC LEADER SCHUMER SAYS HE WILL MAKE A MOVE FOR SENATE TO PASS EPSTEIN FILES BILL LATER ON TUESDAY AND SEND IT TO TRUMP FOR ENACTMENT; MAJORITY LEADER THUNE RESPONSE UNCLEAR

LEGISLATION COMPELLING DEPARTMENT OF JUSTICE TO RELEASE MORE JEFFREY EPSTEIN DOCUMENTS WINS ENOUGH SUPPORT FOR PASSAGE IN U.S. HOUSE; VOTING CONTINUES

*BILL TO FORCE RELEASE OF EPSTEIN FILES ON TRACK TO PASS HOUSE

TRUMP ADMINISTRATION SAYS IT TAKING STEPS TO DISMANTLE DEPARTMENT OF EDUCATION

*ISRAEL: PALESTINIAN STATE CANNOT, WILL NOT BE ESTABLISHED

U.S. HOUSE OF REPRESENTATIVES BEGINS VOTING ON LEGISLATION REQUIRING RELEASE OF MORE JEFFREY EPSTEIN INVESTIGATION FILES

*TRUMP: REID HOFFMAN SHOULD BE UNDER INVESTIGATION

TRUMP: 'I THINK ABC NEWS SHOULD HAVE ITS LICENSE REVOKED'

TRUMP: LICENSE SHOULD BE TAKEN AWAY FROM ABC

TRUMP: I NEVER WENT TO EPSTEIN ISLAND

TRUMP: I HAVE NOTHING TO DO WITH EPSTEIN, THREW HIM OUT OF MY CLUB BECAUSE HE WAS A SICK PERVERT, TURNED OUT TO BE RIGHT

Trump: 'I have nothing to do with Epstein, I thought he was a sick pervert'

TRUMP: I HAVE NOTHING TO DO WITH EPSTEIN

*PARAMOUNT SKYDANCE PREPARES $71B WBD BID: VARIETY

Trump: Relationship With China Has Been Good

TRUMP: WANT BESSENT TO TELL CHINA TO SPEED UP SOY BUYING

🚨 TRUMP: CHINA ON SCHEDULE IN BUYING U.S. FARM PRODUCTS

TRUMP: SAUDI WILL BUY F-35 JETS

TRUMP: IRAN WOULD VERY MUCH LIKE TO HAVE A DEAL

META PLATFORMS DOES NOT HOLD ILLEGAL SOCIAL NETWORK MONOPOLY - U.S. COURT RULING $META

*META WINS FTC ANTITRUST TRIAL OVER INSTAGRAM, WHATSAPP DEALS

TRUMP: CROWN PRINCE KNEW NOTHING ABOUT KHASHOGGI KILLING

TRUMP: CROWN PRINCE HAS DONE A PHENOMENAL JOB AFTER ASKED ABOUT KILLED JOURNALIST KHASHOGGI

TRUMP: I HAVE NOTHING TO DO WITH THE FAMILY BUSINESS

TRUMP: WORKING ON APPROVING ADVANCED CHIPS FOR SAUDI

🚨 TRUMP: SAUDI ARABIA HAS AGREED TO INVEST $600 BILLION IN U.S. TRUMP: THAT NUMBER COULD GO UP

INDIA, RUSSIA SEEK STRONGER MARITIME TIES Prime Minister Narendra Modi met Russian presidential aide Nikolai Patrushev in New Delhi to boost bilateral maritime cooperation.Modi posted on X that the discussions explored new areas like shipbuilding, maritime communications, skills

CHINA'S PREMIER LI TELLS PUTIN: CHINA IS DETERMINED TO COOPERATE WITH RUSSIA - XINHUA

*KALLAS SAYS RUSSIA ATTACKS ON EU ARE STATE-SPONSORED TERRORISM

$AMZN - AMAZON SHARES EXTEND DECLINES; LAST DOWN 4.1%

🚨 *BARKIN: AGREE WITH POWELL DEC. RATE CUT NOT FOREGONE CONCLUSION

KALSHI PLANS TO BE 'AGGRESSIVE' WITH INTERNATIONAL EXPANSION KALSHI EXPECTS TO BE PRESENT IN A LOT OF COUNTRIES IN 18 MONTHS KALSHI EXPECTS TO ANNOUNCE MORE SPORTS DEALS SOON, CEO SAYS KALSHI SAYS PREDICTION MARKETS TO RIVAL STOCKS IN A FEW YEARS

TRUMP SHOWS SAUDI CROWN PRINCE AROUND THE WHITE HOUSE

NASDAQ 100 PARES DECLINE TO LESS THAN 1%; S&P 500 DOWN 0.6%

BARKIN: THIS IS A HIGH RISK THAT IN THE FUTURE THERE WILL BE MORE JOBS THAN WORKERS

Humain, Amazon, AMD and xAI are to build data centers - Semafor $AMZN $AMD

TUESDAY, NOVEMBER 18, 2025 • 11:15 AM: President greets Saudi Arabia’s Crown Prince and Prime Minister – South Lawn (Restricted Pool) • 11:45 AM: Bilateral meeting – Oval Office (Press Pool) • 12:15 PM: Bilateral lunch – Cabinet Room (Closed Press) • 2:00 PM: Farewell –

*HUMAIN TO ANNOUNCE NEW DEALS WITH US FIRMS TOMORROW: SEMAFOR *HUMAIN, AMAZON, AMD, XAI TO BUILD DATA CENTERS: SEMAFOR

BARKIN: OVERALL SENSE IS THAT THE ECONOMY REMAINS HEALTHY

FED'S BARKIN: HIGH HOUSING PRICES TODAY MAY STILL REPRESENT A SUPPLY SHORTAGE ROOTED IN THE 2007 TO 2009 FINANCIAL CRISIS

SAUDI CROWN PRINCE ARRIVES AT WHITE HOUSE

UKRAINE'S MILITARY SAYS IT ATTACKED MILITARY TARGETS IN RUSSIA WITH ATACMS MISSILES

🚨 BARKIN: THE JOBS MARKET IS SOMEWHAT WEAKER THAN THE DATA SUGGESTS

BARKIN: INFLATION IS ABOVE TARGET, BUT IT'S NOT LIKELY TO ACCELERATE

$NVDA - NVIDIA SHARES DOWN 2.8%

*ANTHROPIC VALUED AT $350B AFTER MICROSOFT, NVIDIA DEAL: CNBC

*JOHNSON SAYS HE WILL VOTE FOR THE RELEASE OF EPSTEIN FILES

WAYMO - INTRODUCING FULLY AUTONOMOUS DRIVING IN FIVE NEW CITIES: MIAMI, DALLAS, HOUSTON, SAN ANTONIO, AND ORLANDO $GOOGL $TSLA

$GOOGL - WAYMO - INTRODUCING FULLY AUTONOMOUS DRIVING IN FIVE NEW CITIES: MIAMI, DALLAS, HOUSTON, SAN ANTONIO, AND ORLANDO

OPENAI SAYS ALL IMPACTED SERVICES HAVE NOW FULLY RECOVERED

*STOXX EUROPE 600 INDEX FALLS 2% TO LOWEST IN MORE THAN A MONTH

BOFA SURVEY: INFLATION, FED HIKES SEEN AS BIGGEST 2026 RISKS A November Bank of America survey found 45% of fund managers see higher inflation and Fed rate hikes as the most bearish potential developments in 2026. Stalling AI investment was the second-largest concern, cited by

🚨 CBOE VOLATILITY INDEX ABOVE 25.63

Microsoft, Nvidia And Anthropic Announce Deep AI Alliance As Anthropic Commits $30B To Azure Compute, Nvidia–Microsoft Pledge Up To $15B In New Investments, And Claude Expands Across Copilot Products $MSFT $NVDA

$MSFT $NVDA - MICROSOFT, NVIDIA AND ANTHROPIC ANNOUNCE STRATEGIC PARTNERSHIPS

*US FINAL AUG. DURABLE GOODS EX-TRANS RISE 0.3% M/M; PREV. 1.0%

*US AUG. FACTORY ORDERS RISE 1.4% M/M *US AUG. FACTORY ORDERS EX-TRANS RISE 0.1% M/M

*US NOV. HOMEBUILDER INDEX AT 38; PREV. 37

*S&P 500, NASDAQ 100 FALL TO LOWEST INTRADAY IN A MONTH

HOUSE TO VOTE ON EPSTEIN FILES, GARCÍA SANCTION AT 2 P.M. ET The House will vote at 2 p.m. ET on a bill requiring the Justice Department to release all Jeffrey Epstein case files. Lawmakers will also consider a measure by Rep. Marie Gluesenkamp Perez to sanction Rep. Chuy García

Trump: Orders Congress to 'Get [Healthcare] Done Now'

$NET - CLOUDFLARE: FIX IMPLEMENTED, BELIEVE INCIDENT IS NOW RESOLVED

UBS: FED MINUTES LIKELY HAWKISH, DECEMBER RATE CUT STILL POSSIBLE UBS expects the upcoming FOMC minutes to show divisions among Fed officials. Some, like Atlanta’s Bostic and Kansas City’s Schmid, remain cautious on cuts, while dovish members, including Governor Miran, still

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00 PCT

“IT'S NOT GOING TO HAPPEN,” MEXICO'S SHEINBAUM REITERATES ABOUT POSSIBLE U.S. MILITARY INTERVENTION IN MEXICO, FOLLOWING TRUMP COMMENTS

DOW JONES INDUSTRIAL AVERAGE HITS ONE MONTH LOW, LAST DOWN 0.8%

AMAZON SHARES DOWN 1.8%

CLOUDFLARE SHARES DROP 7.3% AFTER WIDESPREAD NETWORK OUTAGE

U.S. STOCKS EXTEND FALL, DOW JONES DOWN 1.04%

CHINA DIPLOMAT DISSATISFIED WITH RESULT OF JAPAN MEETING: PAPER

U.S., SAUDI EXPECTED TO ANNOUNCE DEAL ON FULFILLMENTS OF THE SAUDIS’ $600 BILLION INVESTMENT PLEDGE VIA DOZENS OF TARGETED INVESTMENTS -U.S. OFFICIAL

🚨 U.S., SAUDI EXPECTED TO ANNOUNCE DEAL ON MULTI-BILLION DOLLAR INVESTMENT IN AMERICA’S AI INFRASTRUCTURE -SENIOR ADMINISTRATION OFFICIAL

EUROPE'S STOXX 600 BANKS DOWN 3.1%, SET FOR BIGGEST DAILY DROP SINCE APRIL

TOP 10 S&P 500 STOCKS SHOW RISING CRASH RISK AS AI RALLY EXTENDS- OPTIONS EXPERT The top 10 stocks in the S&P 500 are showing signs of increased crash risk according to new research from OptionMetrics, potentially signaling vulnerability in the market leaders that have driven

DUFFY: AIR TRAFFIC STAFF BACK TO PRE-SHUTDOWN LEVELS

GLOBAL INFLATION EXPECTED TO EASE, BOFA SURVEY SAYS .Investors are no longer expecting global inflation to accelerate in the year ahead, according to Bank of America's November global fund manager survey. A net 2% expect inflation to ease in 12 months' time, compared with a net

$AAPL - CHINA SMARTPHONE MARKET UP 8%; IPHONE 17 DRIVES APPLE SURGE China’s smartphone market rose 8% in October, with Apple grabbing 25% of sales as iPhone 17 demand pushed its China sales up 37% year over year. New iPhones made up over 80% of Apple’s units, marking its

$INTU - OpenAI, Intuit Strike Strategic Partnership -- WSJ Intuit Will Deepen Use of OpenAI Models and Make Apps Available on ChatGPT -- WSJ

STOXX EUROPE 600 INDEX EXTENDS DROP TO 1.5%, SESSION LOW

CLOUDFLARE OUTAGE DISRUPTS X, CHATGPT AND OTHERS Cloud-service provider Cloudflare reported widespread outages, disrupting service for sites like X and ChatGPT. The company said it was investigating an issue affecting many of its customers Tuesday morning. Some websites

LONG 'MAGNIFICIENT SEVEN' IS MOST CROWDED TRADE, BOFA SURVEY SAYS Buying the leading U.S. tech stocks of Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia and Tesla--referred to as the "Magnificient Seven"--is considered the most crowded trade by 54% of respondents in

TUSK SAYS RAIL SABOTAGE IS MOST SERIOUS INCIDENT SINCE 2022 WAR

AI BUBBLE FEARS SURGE, BOFA SURVEY FINDS Bank of America’s latest global fund manager survey shows the biggest market “tail risk” is an AI stock bubble. • 45% of investors named an AI bubble as the top risk — up sharply from October. • Only 17% cited rising bond yields

NISSAN TO CUT PRODUCTION OF ROGUE SUV, SERENA MINIVAN BY 1,400 VEHICLES NEXT WEEK DUE TO NEXPERIA CHIP SUPPLY DISRUPTION, SOURCE SAYS

CLOUDFLARE SHARES DROP 4% PREMARKET

U.S. STOCK INDEX FUTURES EXTEND DECLINES ❖ S&P 500 E-MINI FUTURES DOWN 0.4% ❖ NASDAQ 100 FUTURES FALLS 0.5% ❖ DOW FUTURES DROP 0.7%

OPENAI STATUS PAGE: CHATGPT AND PLATFORM WEBSITES ARE DOWN FOR SOME USERS

DEMOCRATS DEMAND PROBE INTO TRUMP-BACKED CRYPTO FIRM Senators Elizabeth Warren and Jack Reed are calling on the U.S. Department of Justice and Treasury to investigate Trump-backed crypto company World Liberty Financial. They allege the firm may be tied to illicit actors in North

BITCOIN COULD FALL FURTHER AS FED UNCERTAINTY GROWS Bitcoin remains vulnerable as its near-term direction increasingly depends on the Federal Reserve’s rate-cut outlook, says ActivTrades analyst Carolane De Palmas. The Fed may have to set policy with limited data because October

CLOUDFLARE SHARES DOWN 2.5% PREMARKET AFTER CO SAYS GLOBAL NETWORK EXPERIENCING ISSUES

$NVDA - AI Cloud Company Lambda Says It Raised Over $1.5 Billion -- WSJ Lambda Says Funding Will Go Toward Buying Nvidia GPUs and Building Data Centers -- WSJ

DOWNDETECTOR: USER REPORTS INDICATE PROBLEMS AT X

ELON MUSK EXPECTED TO ATTEND TRUMP DINNER WITH SAUDI CROWN PRINCE MBS - PUNCHBOWL

Onsemi Approves $200M–$300M Impairment & Depreciation Charges, Sees $10M–$15M Lower Depreciation in 2026 and No Material Cash Impact Through Mid-2026 $ON

NAVITAS SEMICONDUCTOR - OFFERS UP TO 14.8 MLN SHARES OF CLASS A COMMON STOCK OFFERED BY SELLING STOCKHOLDERS- SEC FILING $NVTS

FED'S WALLER: WILL BE HARD TO JUDGE HOW ACCURATE OCT JOBS DATA WILL BE

U.S. House officially schedules vote on the Epstein resolution for Tuesday afternoon.

FED'S WALLER: I DON'T EXPECT BIG CHANGES IN FISCAL STIMULUS NEXT YEAR

NORTH KOREA SAYS SOUTH KOREA'S NUCLEAR-PROPELLED SUBMARINE WILL LEAD TO IT ARMING ITSELF WITH NUCLEAR WEAPONS - KCNA

FED'S WALLER: FINANCIAL MARKETS ARE CAPABLE OF 'TAKING A BEATING'

FED'S WALLER: I WOULD HAVE STOPPED QE A LOT SOONER

FED'S WALLER: 6% BUDGET DEFICIT IS NOT SUSTAINABLE IN LONG RUN BUT NOT LIKELY TO LEAD TO CRISIS IN NEXT 5 YEARS

NYT REOPORTS MAMDANI HAS REACHED OUT TO THE WHITE HOUSE FOR A TRUMP MEETING

*S&P 500 CLOSES DOWN 1%, NASDAQ DECLINES 0.9%

TRUMP SAYS HE WOULD BE PROUD TO KNOCK OUT FACTORIES IN COLOMBIA WHERE COCAINE IS MADE BUT NOT SAYING HE IS DOING IT

Trump: I am not happy with Mexico

*TRUMP: IF WE HAD TO STRIKE MEXICO TO STOP DRUG FLOW, OK WITH ME

Trump: I will sign bill to release Epstein files if it passes

TRUMP: I WASN'T WITH EPSTEIN ALL THE TIME AT ALL

TRUMP: WE HAD NOTHING TO DO WITH EPSTEIN, THE DEMOCRATS DID

TRUMP: LOOKING AT SELLING F35'S TO SAUDI ARABIA

TRUMP: WE WILL BE ISSUING DIVIDENDS MID WAY THROUGH NEXT YEAR, WE WILL PAY DOWN DEBT

🚨 TRUMP SAYS TARIFF DIVIDENDS TO BE GIVEN BY MIDDLE OF 2026

Trump: If there is sign of any trouble at World Cup, we will move games from a city

Trump: Don't rule out US troops in ground in Venezuela, i do not rule out anything. We have to take care of Venezuela issue

TRUMP, ASKED ABOUT HIS RASPY VOICE: I WAS SHOUTING ABOUT TRADE

TRUMP: WE JUST HAVE TO TAKE CARE OF VENEZUELA ISSUE

TRUMP: GOING TO HAVE UFC AT THE WHITE HOUSE ON JUNE 14TH

TRUMP ASKED ABOUT HIS HEALTH: I FEEL GREAT

CENTRAL BANK GOLD BUYING SURGES Goldman Sachs says central banks likely stepped up gold purchases in November, continuing a multiyear diversification trend. The bank estimates buying rose to 64 tons in September from 21 tons in August and maintains its forecast for gold to reach

FED’S LISA COOK’S LAWYERS SAY LISTING OF ATLANTA HOME AS PRIMARY RESIDENCE WAS AN ‘INADVERTENT NOTATION’ - CNBC

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00%

AMAZON TO RAISE $15 BILLION FROM FIRST US BOND SALE SINCE 2022 - BLOOMBERG $AMZN

U.S. STOCKS EXTEND DECLINES; S&P 500 DOWN 0.8%, NASDAQ FALLS 0.8%, DOW DOWN 0.8%

CRYPTO STOCKS FALL AS BITCOIN FALLS TO OVER 6-MONTH LOW

TRUMP UNDECIDED ON VENEZUELA GROUND OPERATION President Donald Trump has not yet decided on a ground attack in Venezuela, CNN reports. He believes increased pressure—not military action—may push President Nicolás Maduro out, even as the U.S. deploys more troops and an advanced

$BKNG $ABNB moving lower

$EXPE downside watch

IONQ INC: ENTERED INTO A DEFINITIVE AGREEMENT TO ACQUIRE SKYLOOM GLOBAL $IONQ

Box And AWS Launch Multi-Year AI Partnership To Overhaul Enterprise Content Management; Box Coming To AWS Marketplace In Early 2026 With Deep Integrations Across Amazon Q, Bedrock AgentCore, Quick Suite, Kiro, And Strands $BOX

*US AUG. CONSTRUCTION SPENDING RISES 0.2% M/M

FirstEnergy Unveils Major Grid Push With $108M JCP&L NJ Upgrade, $58M Ocean County Investments, And $28B Energize365 Plan Through 2029 $FE

SHEINBAUM SAYS IN TALKS WITH U.S. AUTHORITIES, MEXICO AGREED TO GIVE FLIGHT SLOTS ASSIGNED TO MEXICAN STATE AIRLINE TO U.S. AIRLINES

*AMAZON SEEKS TO RAISE ABOUT $12 BILLION FROM US BOND OFFERING

STRATEGY BUYS 8,178 BITCOIN FOR AGGREGATE PURCHASE PRICE $835.6M

HASSETT: VERY CLOSE TO REACHING DEAL WITH INDIA

HASSETT: REAL WAGES HAVE GONE UP, THIS MOVE WILL CONTINUE

ROLLINS: CONFIDENT CHINA WILL BUY US SOYBEANS

*EU TO WARN LUTNICK AGAINST EXPANDING SCOPE OF US STEEL TARIFFS

$NVDA - EVERCORE ISI: BUY NVIDIA BEFORE EARNINGS Evercore ISI reaffirmed Outperform and a $261 target on Nvidia, saying it expects a beat-and-raise report thanks to strong demand and better GB200/GB300 supply. The firm says Nvidia still looks undervalued at 30× forward earnings

$TSLA - STIFEL RAISES TESLA PRICE TARGET ON FASTER FSD AND ROBOTAXI PROGRESS Stifel boosted its Tesla price target to $508 from $483 and kept a Buy rating, citing stronger-than-expected progress in FSD and robotaxi development—key drivers of long-term value. The firm also raised

$TSLA - TD COWEN: TESLA TAKEAWAYS FROM AUSTIN TOUR TD Cowen’s Itay Michaeli reiterated a Buy and $509 target on Tesla after visiting Giga Texas and testing FSD. Key points: ❖ FSD (V14) performed smoothly. ❖ Cybercab innovations could cut RoboTaxi costs to ~$0.30/mile,

$AAPL - JPMORGAN: IPHONE 17 WAIT TIMES STAY HIGH AS DEMAND OUTPACES SUPPLY JPMorgan reports that global iPhone 17 lead times remain unusually long, averaging 7 days in Week 10 versus 2 days last year. The bank says this shows supply is still behind strong demand. The base

ALIBABA’S QWEN APP ENTERS PUBLIC BETA, DIRECTLY CHALLENGING CHATGPT

JAPAN TO SEND SENIOR DIPLOMAT TO SOOTHE TENSIONS WITH CHINA: NHK

TRUMP SAYS IRAN MAYBE ADDED TO THAT LIST

TRUMP, SPEAKING ON LEGISLATION ON RUSSIA SANCTIONS, SAYS ANY COUNTRY DOING BUSINESS WITH RUSSIA WOULD BE SANCTIONED

JAPAN GDP LOGS FIRST CONTRACTION IN 6 QUARTERS