Analog Devices (ADI) shares rose about 4% premarket after beating Q4 fiscal 2025 estimates.
Revenue surged 26% year-over-year to $3.08 billion, and adjusted EPS rose 35% to $2.26, both surpassing expectations.
CFO Richard Puccio noted strong bookings in Industrial and Communications markets. ADI returned 96% of free cash flow to shareholders in fiscal 2025, including $2.2 billion in share repurchases and $1.9 billion in dividends.
The board declared a quarterly dividend of $0.99 per share, payable December 22. For Q1 fiscal 2026, ADI expects revenue of $3.1 billion (±$100 million) and adjusted EPS of $2.29 (±$0.10), above consensus.
The company anticipates a reported operating margin near 31% and adjusted operating margin around 43.5%.
Puccio expressed confidence in capitalizing on cyclical recovery and growth opportunities despite macro uncertainty
Revenue surged 26% year-over-year to $3.08 billion, and adjusted EPS rose 35% to $2.26, both surpassing expectations.
CFO Richard Puccio noted strong bookings in Industrial and Communications markets. ADI returned 96% of free cash flow to shareholders in fiscal 2025, including $2.2 billion in share repurchases and $1.9 billion in dividends.
The board declared a quarterly dividend of $0.99 per share, payable December 22. For Q1 fiscal 2026, ADI expects revenue of $3.1 billion (±$100 million) and adjusted EPS of $2.29 (±$0.10), above consensus.
The company anticipates a reported operating margin near 31% and adjusted operating margin around 43.5%.
Puccio expressed confidence in capitalizing on cyclical recovery and growth opportunities despite macro uncertainty
Kohl’s (KSS) shares jumped 24% premarket after beating Q3 expectations and raising its full-year outlook.
Revenue fell 2.8% to $3.4 billion but beat estimates by $40 million. Comparable sales declined 1.7%, outperforming the expected 3.9% drop.
Gross margin improved 51 basis points to 39.6%. Operating income was $73 million, with EPS at $0.10 versus a -$0.17 consensus.
Kohl’s now expects full-year comparable sales to decline 2.5% to 3%, better than the prior forecast of -5% to -6%, and above the consensus of -4.2%.
The company raised full-year operating margin guidance to 3.1%-3.2%, above the 2.7% consensus.
CEO Michael Bender credited progress on Kohl’s 2025 initiatives for the strong results.
With short interest over 26%, the stock’s volatility may continue as investors react to the upbeat report.
Revenue fell 2.8% to $3.4 billion but beat estimates by $40 million. Comparable sales declined 1.7%, outperforming the expected 3.9% drop.
Gross margin improved 51 basis points to 39.6%. Operating income was $73 million, with EPS at $0.10 versus a -$0.17 consensus.
Kohl’s now expects full-year comparable sales to decline 2.5% to 3%, better than the prior forecast of -5% to -6%, and above the consensus of -4.2%.
The company raised full-year operating margin guidance to 3.1%-3.2%, above the 2.7% consensus.
CEO Michael Bender credited progress on Kohl’s 2025 initiatives for the strong results.
With short interest over 26%, the stock’s volatility may continue as investors react to the upbeat report.
Forwarded from Find Better Trades
Hey folks,
The slide in AMD and NVDA today came right after the stories about Google shifting more of its AI buildout toward its own TPUs.
Any time a big player hints at leaning further into in-house chips, traders get jumpy. Money rushed out fast and both stocks took the hit.
But here is the part everyone always misses on days like this. Google has been pushing its TPU story for years.
This headline was nothing new. It just landed on a quiet tape and sparked a quick wave of reaction selling.
The AI race is still wide open and every major cloud name buys huge volumes of third-party chips because the demand is bigger than anything they can cover internally.
The long term demand for NVDA and AMD does not shift from one article.
Both stocks pulled right into levels where buyers have shown up before. The kind of zones where sharp drops often start to stall.
That is exactly when Slingshot lit up.
🔥🔥GET SLINGSHOT INDICATOR and save 60% OFF FOR BLACK FRIDAY!
The slide in AMD and NVDA today came right after the stories about Google shifting more of its AI buildout toward its own TPUs.
Any time a big player hints at leaning further into in-house chips, traders get jumpy. Money rushed out fast and both stocks took the hit.
But here is the part everyone always misses on days like this. Google has been pushing its TPU story for years.
This headline was nothing new. It just landed on a quiet tape and sparked a quick wave of reaction selling.
The AI race is still wide open and every major cloud name buys huge volumes of third-party chips because the demand is bigger than anything they can cover internally.
The long term demand for NVDA and AMD does not shift from one article.
Both stocks pulled right into levels where buyers have shown up before. The kind of zones where sharp drops often start to stall.
That is exactly when Slingshot lit up.
🔥🔥GET SLINGSHOT INDICATOR and save 60% OFF FOR BLACK FRIDAY!
👏1
Good Morning Traders! Rate cut odds surging Wednesday after weak retail sales cement December Fed move.
Futures climbing—Nasdaq +0.5%, S&P +0.4%. Retail sales missed expectations, PPI in line. Deutsche Bank: "Latest batch of US data kept path open to December rate cut." Markets now pricing 76% probability
Here are the highlights for today:
(Weak Data = Fed Pivot)
September retail sales weaker than expected, core PPI rose less than forecast. Consumer confidence unexpectedly fell, ADP private payrolls still contractionary. Tuesday's Dow surged 660+ points as dovish narrative solidified. Weekly jobless claims and durable goods data dropping 8:30am—could seal the deal.
(Dell AI Server Boom)
Dell +3% after crushing Q3 and RAISING full-year revenue to $111.2B-$112.2B (from $105B-$109B range). AI server demand exploding—now expecting $25B AI server revenue vs $20B prior. Q4 revenue guidance $31B-$32B destroying $27.64B consensus. Enterprise AI spending accelerating hard.
(Autodesk Soars)
Autodesk +6% on strong Q3—revenue +18% driven by 19% design segment growth. Q4 revenue guidance $1.907B-$1.917B vs $1.87B consensus. Full-year revenue $7.15B-$7.165B vs $7.1B expected. Double-digit growth across all regions. Design software benefiting from AI-enhanced workflows.
(Cloud Software Carnage)
Nutanix -16% despite strong underlying demand—lowered full-year revenue to $2.82B-$2.86B, Q2 below estimates. Zscaler -8% despite beating Q1 and raising guidance—operating loss of $36.4M spooked investors. Workday -6% DESPITE beating and raising guidance. Market brutally unforgiving on cloud stocks.
(HP Restructuring Pain)
HP -5% after weak FY2026 outlook: EPS $2.90-$3.20 vs $3.34 consensus. Announcing restructuring cutting 4,000-6,000 employees with $650M in costs. Q1 EPS midpoint below estimates. PC and printer headwinds intensifying despite recent optimism about refresh cycles.
(Alphabet vs Nvidia Continues)
Alphabet +1.5% premarket extending rally on Meta TPU deal momentum, hitting new highs. Nvidia -1.4% giving back more ground. Google TPU threat proving persistent as competitive narrative shifts. Stock battle reflecting real infrastructure spending reallocation.
(Trump Policy Moves)
Trump admin negotiated 71% Ozempic/Wegovy discount for Medicare—$274 vs $959 for 30-day supply, takes effect 2027. Expected $12B taxpayer savings. Also negotiating Taiwan trade deal: TSMC and others would invest/train US workers in exchange for tariff relief from current 20%.
(BOJ Hawkish Turn)
Bank of Japan prepping markets for possible December rate hike after weak yen concerns return. Political pressure for low rates fading after PM Takaichi-Governor Ueda meeting. Messaging pivoted back to inflation risks. Dollar near one-week low at 99.757 but edging up.
(Market Assessment)
Fed December cut now 76% probability after weak data validates dovish pivot. Dell's AI server guidance ($25B) proves enterprise spending real despite Nvidia competitive threats.
Cloud software punished mercilessly regardless of beats. Shortened Thanksgiving week could be volatile with thin liquidity—data dependency at peak levels.
Who's ready to trade the markets today? Let me see those hands👍👎
Futures climbing—Nasdaq +0.5%, S&P +0.4%. Retail sales missed expectations, PPI in line. Deutsche Bank: "Latest batch of US data kept path open to December rate cut." Markets now pricing 76% probability
Here are the highlights for today:
(Weak Data = Fed Pivot)
September retail sales weaker than expected, core PPI rose less than forecast. Consumer confidence unexpectedly fell, ADP private payrolls still contractionary. Tuesday's Dow surged 660+ points as dovish narrative solidified. Weekly jobless claims and durable goods data dropping 8:30am—could seal the deal.
(Dell AI Server Boom)
Dell +3% after crushing Q3 and RAISING full-year revenue to $111.2B-$112.2B (from $105B-$109B range). AI server demand exploding—now expecting $25B AI server revenue vs $20B prior. Q4 revenue guidance $31B-$32B destroying $27.64B consensus. Enterprise AI spending accelerating hard.
(Autodesk Soars)
Autodesk +6% on strong Q3—revenue +18% driven by 19% design segment growth. Q4 revenue guidance $1.907B-$1.917B vs $1.87B consensus. Full-year revenue $7.15B-$7.165B vs $7.1B expected. Double-digit growth across all regions. Design software benefiting from AI-enhanced workflows.
(Cloud Software Carnage)
Nutanix -16% despite strong underlying demand—lowered full-year revenue to $2.82B-$2.86B, Q2 below estimates. Zscaler -8% despite beating Q1 and raising guidance—operating loss of $36.4M spooked investors. Workday -6% DESPITE beating and raising guidance. Market brutally unforgiving on cloud stocks.
(HP Restructuring Pain)
HP -5% after weak FY2026 outlook: EPS $2.90-$3.20 vs $3.34 consensus. Announcing restructuring cutting 4,000-6,000 employees with $650M in costs. Q1 EPS midpoint below estimates. PC and printer headwinds intensifying despite recent optimism about refresh cycles.
(Alphabet vs Nvidia Continues)
Alphabet +1.5% premarket extending rally on Meta TPU deal momentum, hitting new highs. Nvidia -1.4% giving back more ground. Google TPU threat proving persistent as competitive narrative shifts. Stock battle reflecting real infrastructure spending reallocation.
(Trump Policy Moves)
Trump admin negotiated 71% Ozempic/Wegovy discount for Medicare—$274 vs $959 for 30-day supply, takes effect 2027. Expected $12B taxpayer savings. Also negotiating Taiwan trade deal: TSMC and others would invest/train US workers in exchange for tariff relief from current 20%.
(BOJ Hawkish Turn)
Bank of Japan prepping markets for possible December rate hike after weak yen concerns return. Political pressure for low rates fading after PM Takaichi-Governor Ueda meeting. Messaging pivoted back to inflation risks. Dollar near one-week low at 99.757 but edging up.
(Market Assessment)
Fed December cut now 76% probability after weak data validates dovish pivot. Dell's AI server guidance ($25B) proves enterprise spending real despite Nvidia competitive threats.
Cloud software punished mercilessly regardless of beats. Shortened Thanksgiving week could be volatile with thin liquidity—data dependency at peak levels.
Who's ready to trade the markets today? Let me see those hands👍👎
👍1
Lyft (LYFT) is a strong beneficiary of the autonomous vehicle (AV) revolution, leveraging partnerships with Baidu, May Mobility, and Waymo to expand its AV presence.
Its acquisition of FREENOW doubles its total addressable market to over 300 billion potential trips annually, boosting European reach.
Lyft’s Flexdrive fleet management supports Waymo’s AV operations in Nashville, enhancing vehicle availability and operational efficiency.
Financially, Lyft reported 10.7% revenue growth to $1.7 billion in Q3 2025, with adjusted EBITDA up nearly 30% year-over-year and free cash flow exceeding $1 billion trailing twelve months.
Management projects 17%-20% gross bookings growth in Q4. A discounted cash flow model values Lyft at $31.60 per share, implying nearly 60% upside from current prices.
With improving profitability, strategic AV positioning, and expanding market share, Lyft is rated a STRONG BUY for investors seeking exposure to the evolving mobility sector.
Its acquisition of FREENOW doubles its total addressable market to over 300 billion potential trips annually, boosting European reach.
Lyft’s Flexdrive fleet management supports Waymo’s AV operations in Nashville, enhancing vehicle availability and operational efficiency.
Financially, Lyft reported 10.7% revenue growth to $1.7 billion in Q3 2025, with adjusted EBITDA up nearly 30% year-over-year and free cash flow exceeding $1 billion trailing twelve months.
Management projects 17%-20% gross bookings growth in Q4. A discounted cash flow model values Lyft at $31.60 per share, implying nearly 60% upside from current prices.
With improving profitability, strategic AV positioning, and expanding market share, Lyft is rated a STRONG BUY for investors seeking exposure to the evolving mobility sector.
Cathie Wood’s Ark Invest significantly increased its stake in Alphabet (GOOG) by purchasing 174,293 shares, worth about $56.4 million at the closing price of $323.64.
Most of the shares were bought through the flagship ARK Innovation ETF (ARKK), which acquired 113,276 shares.
Other ARK ETFs involved include ARK Autonomous Technology & Robotics ETF (ARKQ), ARK Next Generation Internet ETF (ARKW), and ARK Space & Defense Innovation ETF (ARKX).
This move comes as Alphabet’s valuation approaches $4 trillion, driven by optimism around its Gemini AI model and reports that Meta may adopt Google’s AI chips.
Wood’s purchase reflects her continued confidence in Alphabet’s growth potential amid the expanding AI landscape.
Most of the shares were bought through the flagship ARK Innovation ETF (ARKK), which acquired 113,276 shares.
Other ARK ETFs involved include ARK Autonomous Technology & Robotics ETF (ARKQ), ARK Next Generation Internet ETF (ARKW), and ARK Space & Defense Innovation ETF (ARKX).
This move comes as Alphabet’s valuation approaches $4 trillion, driven by optimism around its Gemini AI model and reports that Meta may adopt Google’s AI chips.
Wood’s purchase reflects her continued confidence in Alphabet’s growth potential amid the expanding AI landscape.
New York City Comptroller Brad Lander is urging pension fund officials to rebid $42.3 billion managed by BlackRock due to climate concerns.
This marks a significant Democratic pushback against fossil-fuel industry support from Republican allies.
Lander’s term ends December 31, but his recommendation, expected Wednesday, will challenge Mayor-elect Zohran Mamdani, whose upcoming appointees will influence pension boards managing retirement funds for about 800,000 city employees.
The move tests Mamdani’s stance on climate and financial management as he assumes office in five weeks.
This marks a significant Democratic pushback against fossil-fuel industry support from Republican allies.
Lander’s term ends December 31, but his recommendation, expected Wednesday, will challenge Mayor-elect Zohran Mamdani, whose upcoming appointees will influence pension boards managing retirement funds for about 800,000 city employees.
The move tests Mamdani’s stance on climate and financial management as he assumes office in five weeks.
Adecco’s CEO Denis Machuel said their joint venture with Salesforce, called r.Potential, aims to reduce the risk of an AI bubble by encouraging companies to adopt more practical, concrete uses of AI technology.
The platform is designed to help business leaders integrate AI effectively into the workplace.
Adecco has already engaged with 300 large clients interested in r.Potential, which supports strategic planning and management of combined human and AI workforces.
This approach helps organizations balance digital and human labor, fostering sustainable AI adoption rather than speculative hype
The platform is designed to help business leaders integrate AI effectively into the workplace.
Adecco has already engaged with 300 large clients interested in r.Potential, which supports strategic planning and management of combined human and AI workforces.
This approach helps organizations balance digital and human labor, fostering sustainable AI adoption rather than speculative hype
Onton, an AI-powered furniture shopping platform, raised $7.5 million to expand beyond furniture into broader product categories.
The startup, formerly known as Deft, has grown its user base from 50,000 to over 2 million monthly active users, generating millions of searches and image creations.
Major tech firms like OpenAI, Google, and Amazon are also advancing AI shopping assistants that help customers research and select products.
Alongside startups such as Perplexity, Daydream, and Cherry, Onton is part of a growing trend using AI to enhance product discovery and shopping experiences. This funding will support Onton’s expansion and innovation in AI-driven e-commerce.
The startup, formerly known as Deft, has grown its user base from 50,000 to over 2 million monthly active users, generating millions of searches and image creations.
Major tech firms like OpenAI, Google, and Amazon are also advancing AI shopping assistants that help customers research and select products.
Alongside startups such as Perplexity, Daydream, and Cherry, Onton is part of a growing trend using AI to enhance product discovery and shopping experiences. This funding will support Onton’s expansion and innovation in AI-driven e-commerce.
Deere & Co. lowered its fiscal year net income outlook to $4 billion–$4.75 billion, missing the $5.31 billion consensus amid ongoing uncertainty in the U.S. farm economy.
Shares dropped over 6% premarket. The outlook reflects challenges from low crop prices and trade tensions, including President Trump’s tariffs.
Despite a recent U.S.-China trade deal to boost crop exports, a larger-than-expected corn harvest and weak soybean demand have delayed the expected rebound in farm machinery sales.
Deere’s leadership highlighted unprecedented uncertainty in the North American agricultural market, resulting in a wide range of possible outcomes for the year ahead.
This has pushed back the anticipated recovery in the farm sector, impacting grower spending and Deere’s earnings forecast
Shares dropped over 6% premarket. The outlook reflects challenges from low crop prices and trade tensions, including President Trump’s tariffs.
Despite a recent U.S.-China trade deal to boost crop exports, a larger-than-expected corn harvest and weak soybean demand have delayed the expected rebound in farm machinery sales.
Deere’s leadership highlighted unprecedented uncertainty in the North American agricultural market, resulting in a wide range of possible outcomes for the year ahead.
This has pushed back the anticipated recovery in the farm sector, impacting grower spending and Deere’s earnings forecast
Apple is moving closer to launching its Apple Intelligence features in China after a feedback form requiring a +86 phone number briefly appeared on its website.
The form’s presence, later removed, was independently verified, indicating preparations for a regional rollout.
Apple introduced Apple Intelligence in 2024 but faced criticism for limited features and hardware requirements.
Expanding to China, Apple is reportedly collaborating with local tech companies like Alibaba and Baidu to comply with regulations and tailor the service for the Chinese market.
This development suggests Apple is addressing past criticisms and aiming to enhance its AI offerings for Chinese users, potentially strengthening its position in the competitive China smartphone market.
The form’s presence, later removed, was independently verified, indicating preparations for a regional rollout.
Apple introduced Apple Intelligence in 2024 but faced criticism for limited features and hardware requirements.
Expanding to China, Apple is reportedly collaborating with local tech companies like Alibaba and Baidu to comply with regulations and tailor the service for the Chinese market.
This development suggests Apple is addressing past criticisms and aiming to enhance its AI offerings for Chinese users, potentially strengthening its position in the competitive China smartphone market.
NameSilo Technologies (OTCPK: URLOF) has entered into a Letter of Intent (LOI) to acquire 100% of Reach Systems Inc., a Canadian engineering and manufacturing firm based in Nanaimo, British Columbia, for C$4.5 million.
The purchase price was agreed upon through arm’s-length negotiations, with no insider relationships between the two companies.
Reach Systems specializes in designing and assembling remote inspection equipment, cable/tether management systems, and underwater/subsea camera and winch solutions.
This acquisition aims to expand NameSilo’s capabilities in specialized engineering and manufacturing sectors.
The purchase price was agreed upon through arm’s-length negotiations, with no insider relationships between the two companies.
Reach Systems specializes in designing and assembling remote inspection equipment, cable/tether management systems, and underwater/subsea camera and winch solutions.
This acquisition aims to expand NameSilo’s capabilities in specialized engineering and manufacturing sectors.
Happy Thanksgiving! 🦃🍂
Grateful for each of you today and every day.
May your Thursday be filled with good food, great company, and moments that warm your heart.
Wishing you and yours a beautiful Thanksgiving! 💛
Trading Strategy Guides Team😎
Grateful for each of you today and every day.
May your Thursday be filled with good food, great company, and moments that warm your heart.
Wishing you and yours a beautiful Thanksgiving! 💛
Trading Strategy Guides Team😎
This Black Friday bundle is something we do only once. AND IT IS HERE!
Every system. Every indicator. Every scanner. Plus the next five new systems coming in 2026.
I broke it all down in a quick video.
Watch it here and see why this is the biggest offer we have ever done.
Every system. Every indicator. Every scanner. Plus the next five new systems coming in 2026.
I broke it all down in a quick video.
Watch it here and see why this is the biggest offer we have ever done.
Good Morning Traders! BLACK FRIDAY CHAOS: CME Group futures trading HALTED all day due to cooling failure at CyrusOne data centers.
Here are the highlights for today:
No Dow, S&P, Nasdaq futures trading. Gold, oil, forex also disrupted. First outage of this magnitude since February 2019. Markets technically open but shortened hours (close 1pm)
(Trading Paralysis)
"Due to cooling issue at CyrusOne data centers, our markets are currently halted" - CME Group. Traders can't confirm executed transactions, clearing system down. Malaysian broker: "First time I experience trading halt almost whole day long with no estimated recovery time. Hell of a lot of work once back online."
(Liquidity Crisis)
Currency and bond markets still trading but liquidity "substantially thinner than usual" per Pepperstone. EBS forex platform (part of CME) also affected. "Could be looking at choppier and more volatile trading conditions, especially if unexpected news breaks." Post-Thanksgiving already thin, now worse.
(Black Friday Retail Surge)
Adobe Analytics expects $253.4B in US online sales Nov 1-Dec 31 (+5.3% YoY). National Retail Federation forecasts Nov-Dec retail sales +3.7% to +4.2%. Thanksgiving digital sales hit $13.1B globally by 2pm ET, up 7.9% YoY. Mobile driving 80% traffic, 75% orders in US.
(AI Shopping Revolution)
Salesforce bombshell: AI agent traffic converting to sales at 6X typical rate globally, 3X in US during first two Cyber Week days. "AI agents don't take the day off" - third-party AI driving significantly higher conversion than social media. Commerce automation accelerating fast.
(Crypto Recovery)
Bitfarms +4% as Bitcoin stabilizes around $91,658 after briefly touching $80K last Friday (lowest since April). Marathon, MicroStrategy, Riot, Robinhood, Coinbase, HIVE all gaining 1-3%. Crypto correlated stocks recovering from brutal November selloff.
(Baidu Bloodbath)
Baidu starting major layoffs across divisions after $1.6B Q3 loss driven by asset write-downs and declining online ad revenue. Mobile ecosystem group seeing cuts up to 40%. Protecting AI and cloud roles, reallocating resources to AI development. China tech under severe pressure.
(Nexperia Supply Crisis)
Dutch chipmaker Nexperia warns customers facing "imminent production stoppages" as Chinese subsidiary refuses dialogue since Netherlands government took control. Auto chip supply disruptions spreading industry-wide. Geopolitical tensions directly disrupting global supply chains.
(Defense Spending Surge)
Germany approving €2.9B arms package—250K G95 assault rifles, drones, missiles. Peter Thiel-backed Quantum Systems raised €180M (€3B+ valuation) for drone development. Siemens Energy rallying 13% this week toward €100B market cap on electricity demand. Defense sector booming.
(Market Assessment)
CME outage exposes fragility of modern trading infrastructure—single data center cooling failure paralyzes entire US futures market. AI agents revolutionizing e-commerce with 6X conversion rates.
Crypto stabilizing after capitulation. Geopolitical supply chain disruptions escalating. Black Friday trading chaos preview of infrastructure vulnerabilities.
Who's ready to trade the markets today? Let me see those hands👍👎
Here are the highlights for today:
No Dow, S&P, Nasdaq futures trading. Gold, oil, forex also disrupted. First outage of this magnitude since February 2019. Markets technically open but shortened hours (close 1pm)
(Trading Paralysis)
"Due to cooling issue at CyrusOne data centers, our markets are currently halted" - CME Group. Traders can't confirm executed transactions, clearing system down. Malaysian broker: "First time I experience trading halt almost whole day long with no estimated recovery time. Hell of a lot of work once back online."
(Liquidity Crisis)
Currency and bond markets still trading but liquidity "substantially thinner than usual" per Pepperstone. EBS forex platform (part of CME) also affected. "Could be looking at choppier and more volatile trading conditions, especially if unexpected news breaks." Post-Thanksgiving already thin, now worse.
(Black Friday Retail Surge)
Adobe Analytics expects $253.4B in US online sales Nov 1-Dec 31 (+5.3% YoY). National Retail Federation forecasts Nov-Dec retail sales +3.7% to +4.2%. Thanksgiving digital sales hit $13.1B globally by 2pm ET, up 7.9% YoY. Mobile driving 80% traffic, 75% orders in US.
(AI Shopping Revolution)
Salesforce bombshell: AI agent traffic converting to sales at 6X typical rate globally, 3X in US during first two Cyber Week days. "AI agents don't take the day off" - third-party AI driving significantly higher conversion than social media. Commerce automation accelerating fast.
(Crypto Recovery)
Bitfarms +4% as Bitcoin stabilizes around $91,658 after briefly touching $80K last Friday (lowest since April). Marathon, MicroStrategy, Riot, Robinhood, Coinbase, HIVE all gaining 1-3%. Crypto correlated stocks recovering from brutal November selloff.
(Baidu Bloodbath)
Baidu starting major layoffs across divisions after $1.6B Q3 loss driven by asset write-downs and declining online ad revenue. Mobile ecosystem group seeing cuts up to 40%. Protecting AI and cloud roles, reallocating resources to AI development. China tech under severe pressure.
(Nexperia Supply Crisis)
Dutch chipmaker Nexperia warns customers facing "imminent production stoppages" as Chinese subsidiary refuses dialogue since Netherlands government took control. Auto chip supply disruptions spreading industry-wide. Geopolitical tensions directly disrupting global supply chains.
(Defense Spending Surge)
Germany approving €2.9B arms package—250K G95 assault rifles, drones, missiles. Peter Thiel-backed Quantum Systems raised €180M (€3B+ valuation) for drone development. Siemens Energy rallying 13% this week toward €100B market cap on electricity demand. Defense sector booming.
(Market Assessment)
CME outage exposes fragility of modern trading infrastructure—single data center cooling failure paralyzes entire US futures market. AI agents revolutionizing e-commerce with 6X conversion rates.
Crypto stabilizing after capitulation. Geopolitical supply chain disruptions escalating. Black Friday trading chaos preview of infrastructure vulnerabilities.
Who's ready to trade the markets today? Let me see those hands👍👎
Snowflake is positioned for strong growth in the AI era under CEO Sridhar Ramaswamy, who has accelerated product innovation and improved efficiency.
The company’s net revenue retention rate of 125% supports its premium valuation despite GAAP unprofitability and high stock-based compensation.
Snowflake’s AI platform, including Snowflake Cortex, enables secure on-platform AI processing, boosting data usage and revenue through a consumption-based model.
While revenue growth has slowed from triple digits to about 32%, the company is expanding its total addressable market by shifting from data warehousing to AI lifecycle management.
Snowflake’s growth potential and improving profitability make it attractive for aggressive investors willing to accept volatility and valuation risks.
However, risk-averse investors may want to avoid it. Overall, Snowflake is a buy for those confident in AI-driven growth over the next decade.
The company’s net revenue retention rate of 125% supports its premium valuation despite GAAP unprofitability and high stock-based compensation.
Snowflake’s AI platform, including Snowflake Cortex, enables secure on-platform AI processing, boosting data usage and revenue through a consumption-based model.
While revenue growth has slowed from triple digits to about 32%, the company is expanding its total addressable market by shifting from data warehousing to AI lifecycle management.
Snowflake’s growth potential and improving profitability make it attractive for aggressive investors willing to accept volatility and valuation risks.
However, risk-averse investors may want to avoid it. Overall, Snowflake is a buy for those confident in AI-driven growth over the next decade.
A consortium of banks is in talks with Oracle (ORCL) and Vantage Data Centers to provide $38 billion in financing to build data centers for OpenAI, according to the Financial Times.
The deal is expected to be finalized within weeks. This massive funding will support the infrastructure needed for AI workloads and cloud services.
However, Oracle shares fell 3% in premarket trading amid growing investor concerns about the company’s rising debt load.
The financing highlights the escalating investment required to support AI-driven growth but raises questions about Oracle’s leverage and financial risk.
The deal is expected to be finalized within weeks. This massive funding will support the infrastructure needed for AI workloads and cloud services.
However, Oracle shares fell 3% in premarket trading amid growing investor concerns about the company’s rising debt load.
The financing highlights the escalating investment required to support AI-driven growth but raises questions about Oracle’s leverage and financial risk.
Google has withdrawn its antitrust complaint against Microsoft in the European Union concerning Azure’s cloud licensing practices.
This move comes shortly after EU regulators launched a new investigation into Microsoft’s and Amazon’s cloud dominance under the Digital Markets Act.
The probe aims to determine if Microsoft Azure and Amazon Web Services qualify as “gatekeepers” — key intermediaries between businesses and consumers — despite neither currently meeting the DMA’s size and market position thresholds.
Google’s withdrawal signals confidence in the EU’s regulatory process to address competition concerns in the cloud sector, shifting the focus to broader investigations by the European Commissio
This move comes shortly after EU regulators launched a new investigation into Microsoft’s and Amazon’s cloud dominance under the Digital Markets Act.
The probe aims to determine if Microsoft Azure and Amazon Web Services qualify as “gatekeepers” — key intermediaries between businesses and consumers — despite neither currently meeting the DMA’s size and market position thresholds.
Google’s withdrawal signals confidence in the EU’s regulatory process to address competition concerns in the cloud sector, shifting the focus to broader investigations by the European Commissio
Ryanair (RYAAY) is ending its Ryanair Prime program after an 8-month trial due to low membership and financial losses.
The €79 ($91.40) annual membership fee failed to attract enough subscribers, with only 55,000 members joining—well below the 250,000 target.
As of November 28, Ryanair will stop accepting new members, but existing members can enjoy discounted fares until October 2026.
The program generated €4.4 million in subscription fees but cost over €6 million in fare discounts, making it financially unviable.
Ryanair’s chief marketing officer, Dara Brady, noted that the low subscription revenue does not justify the effort required to run exclusive monthly Prime seat sales.
The €79 ($91.40) annual membership fee failed to attract enough subscribers, with only 55,000 members joining—well below the 250,000 target.
As of November 28, Ryanair will stop accepting new members, but existing members can enjoy discounted fares until October 2026.
The program generated €4.4 million in subscription fees but cost over €6 million in fare discounts, making it financially unviable.
Ryanair’s chief marketing officer, Dara Brady, noted that the low subscription revenue does not justify the effort required to run exclusive monthly Prime seat sales.
Taiwanese authorities raided the home of Intel engineer Wei-Jen Lo amid concerns he may have transferred national security-related technology from his former employer, Taiwan Semiconductor (TSMC), The Wall Street Journal reported.
Prosecutors seized evidence, including at least one computer, and a court order has frozen Lo’s assets, such as real estate.
Lo, who retired from TSMC in July after over 20 years, was a senior VP responsible for corporate strategy and played a key role in developing advanced node technology.
He was recruited to Intel by CEO Lip-Bu Tan. The investigation highlights concerns around the transfer of sensitive technology between major semiconductor firms.
Prosecutors seized evidence, including at least one computer, and a court order has frozen Lo’s assets, such as real estate.
Lo, who retired from TSMC in July after over 20 years, was a senior VP responsible for corporate strategy and played a key role in developing advanced node technology.
He was recruited to Intel by CEO Lip-Bu Tan. The investigation highlights concerns around the transfer of sensitive technology between major semiconductor firms.
Canada’s government has cleared Anglo American’s proposed takeover of Teck Resources on national security grounds, removing a major obstacle for the deal to proceed.
The initial 45-day national security review period expired without an extension, meaning the transaction was cleared by default.
However, the government still retains the authority to block the deal if it does not pass a net economic benefit review.
Anglo American has indicated that completing all regulatory approvals could take up to 18 months.
This clearance marks a significant step forward in the acquisition process of the Canadian critical minerals company by Anglo American
The initial 45-day national security review period expired without an extension, meaning the transaction was cleared by default.
However, the government still retains the authority to block the deal if it does not pass a net economic benefit review.
Anglo American has indicated that completing all regulatory approvals could take up to 18 months.
This clearance marks a significant step forward in the acquisition process of the Canadian critical minerals company by Anglo American