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
Comcast CEO Brian Roberts is planning to join a second round of bidding for Warner Bros. Discovery’s studio and streaming businesses, according to the New York Post.
Roberts is considering an offer around $27–$28 per share, which would top Paramount Skydance’s $25-per-share bid for the entire company and surpass Netflix’s earlier bid for those assets.
While no final number is set, Roberts aims to present a strong premium. Despite resistance from the Trump administration—due to Roberts’ association with the Trump-critical MS NOW channel—he feels compelled to bid.
Comcast faces challenges with its Peacock streaming service, NBC’s second-place network position, a smaller studio, and debt from spinning off MS NOW and other channels, motivating Roberts to pursue this acquisition aggressively.
Roberts is considering an offer around $27–$28 per share, which would top Paramount Skydance’s $25-per-share bid for the entire company and surpass Netflix’s earlier bid for those assets.
While no final number is set, Roberts aims to present a strong premium. Despite resistance from the Trump administration—due to Roberts’ association with the Trump-critical MS NOW channel—he feels compelled to bid.
Comcast faces challenges with its Peacock streaming service, NBC’s second-place network position, a smaller studio, and debt from spinning off MS NOW and other channels, motivating Roberts to pursue this acquisition aggressively.
Bitcoin (BTC-USD) continued its recovery after a multi-week selloff, rising about 1% to $92,200 as of 10:14 a.m. ET, briefly testing $93,000 earlier in the session.
This rebound follows a recent low near $80,000 and is supported by net inflows into spot crypto ETFs and broader gains in risk assets.
Despite the bounce, Bitcoin remains roughly 19% below its level from a month ago. Ether (ETH-USD) also gained 1.6%, reaching $3,060.
Other altcoins like Hyperliquid, Mantle, Uniswap, Sui, and Aster saw smaller gains.
Analysts remain cautiously optimistic, viewing the recovery as part of a broader risk-on sentiment, though some warn the rally may be a counter-trend move within a longer decline.
Key resistance levels around $90,000 to $93,000 will be important to watch for confirming a sustained recovery
This rebound follows a recent low near $80,000 and is supported by net inflows into spot crypto ETFs and broader gains in risk assets.
Despite the bounce, Bitcoin remains roughly 19% below its level from a month ago. Ether (ETH-USD) also gained 1.6%, reaching $3,060.
Other altcoins like Hyperliquid, Mantle, Uniswap, Sui, and Aster saw smaller gains.
Analysts remain cautiously optimistic, viewing the recovery as part of a broader risk-on sentiment, though some warn the rally may be a counter-trend move within a longer decline.
Key resistance levels around $90,000 to $93,000 will be important to watch for confirming a sustained recovery
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.
Forwarded from Find Better Trades
🎯 One year. Hundreds of signals. 90%+ accuracy.
Slingshot just hit its 1-year anniversary, and the results speak for themselves.
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Slingshot just hit its 1-year anniversary, and the results speak for themselves.
We’re keeping the 40% off deal open through Cyber Monday.
Catch moves like SPY, AAPL, and GOOG before they take off.
👉 https://www.findbettertrades.com/slingshot-trades?aff=0fc9fe824dfccf85b61e5803c90581f8190e7cd258a08b9a9f53ce9b156e2992
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Hey folks!
So....
My marketing team didn't want me to do this but based on some awesome feedback I saw in support, I decided to make the bundle even SWEETER!
Watch the video and click on the button to get the discount of the YEAR!
CYBER MONDAY deal only, once this is gone, it is gone forever.
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If you have any questions about the bundle please reply back to this email!
Thanks,
-BEN
So....
My marketing team didn't want me to do this but based on some awesome feedback I saw in support, I decided to make the bundle even SWEETER!
Watch the video and click on the button to get the discount of the YEAR!
CYBER MONDAY deal only, once this is gone, it is gone forever.
You can watch it here.
If you have any questions about the bundle please reply back to this email!
Thanks,
-BEN
🔥 SPY. GOOG. AAPL. All nailed this year.
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Cyber Monday pricing stays open a bit longer.
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Slingshot has been one of the most consistent tools I’ve ever built.
Now with real-time Telegram alerts, you won’t miss the next setup.
Cyber Monday pricing stays open a bit longer.
👉 https://www.findbettertrades.com/slingshot-trades?aff=0fc9fe824dfccf85b61e5803c90581f8190e7cd258a08b9a9f53ce9b156e2992
Good Morning Traders! December opens RED. S&P futures -0.5%, Nasdaq -0.6% on Cyber Monday as crypto crashes and Fed decision looms.
Bitcoin -4% below $86,680 after China central bank warns on crypto speculation, vows crackdown. Markets pricing 85-90% odds of Dec 9-10 rate cut. Big tech earnings week ahead
Here are the highlights for today:
(China Crypto Crackdown)
Crypto bloodbath: Bitfarms -6%, Coinbase, MicroStrategy, MARA, Riot, HIVE, IREN, CleanSpark, Terawulf all down 4%+. China's central bank says "speculation and hype in virtual currencies has resurfaced," targeting stablecoins for inadequate KYC/AML controls. Coordinated regulatory pressure intensifying.
(Silver's Historic Surge)
Silver EXPLODING to record $57.86/ounce, up 6% Friday, six consecutive days of gains, DOUBLED in value this year (100%+ YTD vs gold's 60%). Historic supply squeeze—London saw record inflows in October but Shanghai inventories hit decade low. One-month borrowing costs elevated.
(Earnings Week Stacked)
Monster week: Salesforce and Snowflake Wednesday, CrowdStrike and Marvell Tuesday, MongoDB Monday. Also Dollar General, Dollar Tree, Ulta, Kroger testing consumer. Wedbush raised CRWD target to $600 (bull case $700+) on AI cybersecurity demand. Stock +47% YTD despite Hold from SA Quant.
(Fed Data Deluge)
September PCE inflation FINALLY drops Friday after shutdown delays—consensus 2.8% YoY vs 2.7% August. ADP November employment Wednesday with official BLS report delayed until Dec 16. ISM manufacturing Monday, services Wednesday. Fed in blackout period—data decides 85% cut odds.
(Chinese EV Struggles)
Li Auto -2% after November deliveries -31.9% YoY (sixth straight month of annual declines). NIO -2% despite 76.3% YoY increase—down 10.2% vs October. Chinese EV makers facing brutal competition despite explosive growth narratives. Expansion can't offset margin/demand pressure.
(Trump Fed Chair Tease)
Trump says he's picked next Fed chair, announcement "soon." Declined to confirm if it's Kevin Hassett (NEC Director). Prediction markets: Hassett 58% (up from 40% Tuesday), Christopher Waller 17%, Kevin Warsh 12%. Powell's term ends 2026—succession battle heating up.
(Big Tech Partnerships)
Amazon and Google unveiling joint multicloud service for interconnectivity—AWS Interconnect and Google Cross-Cloud Interconnect collaboration. New open specification for network interoperability giving customers private high-speed connectivity. Competitors cooperating on infrastructure standards.
(Pharma & Healthcare)
Roche shares +19% in November (strongest since 1997) on giredestrant breast cancer drug success and MS trial results. UnitedHealth selling Banmedica to Patria for ~$1B, completing Latin America exit after Brazil/Peru sales. Hemsley turnaround removing distractions.
(Market Assessment)
Red December open as crypto crackdown triggers risk-off. Silver's parabolic move (+100% YTD) signaling inflation hedge demand or speculative excess?
Fed rate cut 85% priced but September PCE data could swing sentiment. Chinese EV competition intensifying. Tech earnings week critical—Salesforce down 32% YTD needs validation.
Who's ready to trade the markets today? Let me see those hands👍👎
Bitcoin -4% below $86,680 after China central bank warns on crypto speculation, vows crackdown. Markets pricing 85-90% odds of Dec 9-10 rate cut. Big tech earnings week ahead
Here are the highlights for today:
(China Crypto Crackdown)
Crypto bloodbath: Bitfarms -6%, Coinbase, MicroStrategy, MARA, Riot, HIVE, IREN, CleanSpark, Terawulf all down 4%+. China's central bank says "speculation and hype in virtual currencies has resurfaced," targeting stablecoins for inadequate KYC/AML controls. Coordinated regulatory pressure intensifying.
(Silver's Historic Surge)
Silver EXPLODING to record $57.86/ounce, up 6% Friday, six consecutive days of gains, DOUBLED in value this year (100%+ YTD vs gold's 60%). Historic supply squeeze—London saw record inflows in October but Shanghai inventories hit decade low. One-month borrowing costs elevated.
(Earnings Week Stacked)
Monster week: Salesforce and Snowflake Wednesday, CrowdStrike and Marvell Tuesday, MongoDB Monday. Also Dollar General, Dollar Tree, Ulta, Kroger testing consumer. Wedbush raised CRWD target to $600 (bull case $700+) on AI cybersecurity demand. Stock +47% YTD despite Hold from SA Quant.
(Fed Data Deluge)
September PCE inflation FINALLY drops Friday after shutdown delays—consensus 2.8% YoY vs 2.7% August. ADP November employment Wednesday with official BLS report delayed until Dec 16. ISM manufacturing Monday, services Wednesday. Fed in blackout period—data decides 85% cut odds.
(Chinese EV Struggles)
Li Auto -2% after November deliveries -31.9% YoY (sixth straight month of annual declines). NIO -2% despite 76.3% YoY increase—down 10.2% vs October. Chinese EV makers facing brutal competition despite explosive growth narratives. Expansion can't offset margin/demand pressure.
(Trump Fed Chair Tease)
Trump says he's picked next Fed chair, announcement "soon." Declined to confirm if it's Kevin Hassett (NEC Director). Prediction markets: Hassett 58% (up from 40% Tuesday), Christopher Waller 17%, Kevin Warsh 12%. Powell's term ends 2026—succession battle heating up.
(Big Tech Partnerships)
Amazon and Google unveiling joint multicloud service for interconnectivity—AWS Interconnect and Google Cross-Cloud Interconnect collaboration. New open specification for network interoperability giving customers private high-speed connectivity. Competitors cooperating on infrastructure standards.
(Pharma & Healthcare)
Roche shares +19% in November (strongest since 1997) on giredestrant breast cancer drug success and MS trial results. UnitedHealth selling Banmedica to Patria for ~$1B, completing Latin America exit after Brazil/Peru sales. Hemsley turnaround removing distractions.
(Market Assessment)
Red December open as crypto crackdown triggers risk-off. Silver's parabolic move (+100% YTD) signaling inflation hedge demand or speculative excess?
Fed rate cut 85% priced but September PCE data could swing sentiment. Chinese EV competition intensifying. Tech earnings week critical—Salesforce down 32% YTD needs validation.
Who's ready to trade the markets today? Let me see those hands👍👎
Salesforce (CRM) has underperformed in 2025, losing about 30% compared to the S&P 500’s 16% gain, but the business remains strong with no major disruptions.
CRM is poised to benefit from AI-driven growth, especially in its Platform & Other and Integration & Analytics segments, which have accelerating revenues.
Recent partnerships with OpenAI, Anthropic, and Google integrate leading AI models into Salesforce’s Agentforce 360 platform, enhancing AI capabilities. The acquisition of Informatica further strengthens data management and AI training.
Salesforce reported record $10.24B quarterly revenue, with strong operating and free cash flow. The company holds over $15 billion in cash and marketable securities, giving it financial flexibility.
With a predictable business model and strong AI tailwinds, Salesforce offers an attractive risk/reward profile and is a compelling long-term buy.
CRM is poised to benefit from AI-driven growth, especially in its Platform & Other and Integration & Analytics segments, which have accelerating revenues.
Recent partnerships with OpenAI, Anthropic, and Google integrate leading AI models into Salesforce’s Agentforce 360 platform, enhancing AI capabilities. The acquisition of Informatica further strengthens data management and AI training.
Salesforce reported record $10.24B quarterly revenue, with strong operating and free cash flow. The company holds over $15 billion in cash and marketable securities, giving it financial flexibility.
With a predictable business model and strong AI tailwinds, Salesforce offers an attractive risk/reward profile and is a compelling long-term buy.
TriplePoint Venture Growth BDC (TPVG) amended its revolving credit facility, extending the revolving period to November 30, 2027, and the maturity date to May 30, 2029.
The amendment includes improved terms such as a reduced spread on borrowings and higher advance rates on pledged assets.
The facility currently has $300 million in commitments, with an accordion feature allowing an increase up to $400 million under certain conditions.
This amendment enhances TPVG’s financial flexibility and borrowing capacity to support its investment activities.
The amendment includes improved terms such as a reduced spread on borrowings and higher advance rates on pledged assets.
The facility currently has $300 million in commitments, with an accordion feature allowing an increase up to $400 million under certain conditions.
This amendment enhances TPVG’s financial flexibility and borrowing capacity to support its investment activities.