JUST IN: Bitcoin has dipped below $91,000 for the first time since April 22, reflecting a 28% drop from its all-time high. In the last seven days, total cryptocurrency liquidations have surpassed $5 billion in losses.

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Most traders are chasing profitability when they should be chasing consistency.

Profits don’t build consistency, but consistency builds profits.

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💣 Amazon Raises 12B To Fuel Its AI Buildout

Amazon is joining the biggest debt binge in tech history as companies race to build AI data centers before borrowing costs rise.

The Amazon numbers:

🔊 125B projected capex for 2025, up from 89.9B through Q3
🔊 Six tranche offering with maturities up to forty years, AA minus rated
🔊 Pricing around 115 bps over Treasuries with spreads sitting near the historic low of 81 bps

Tech firms borrowed 75B in September and October 2025 which is more than double the annual average of the past decade. Meta’s October sale pulled in 125B in orders for 30B in debt which shows massive investor appetite.

JPMorgan expects tech to borrow 252B in 2026 which would push total US corporate issuance to a record 1.81T.

Tech companies are locking in cheap debt now because the infrastructure demands are only getting heavier.

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📉 Unusual market signal from the selloff

US stocks led the move down, but the usual safety flows never showed up. Neither the dollar nor Treasuries reacted the way they normally do in risk-off.

🔊 EM equities outperformed while US equities dragged

🔊 This behavior looks more like an emerging-market dynamic inside the US market

🔊 The EM vs US ratio is bouncing from deeply undervalued levels

The message is simple: this shift is worth watching. Moves like this tend to repeat, not disappear.

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JUST IN: The Dow has prolonged its five-day decline to nearly 2,000 points, as the market selloff expands beyond cryptocurrencies. This seems like a typical correction in equities, but Nvidia's earnings release tomorrow could alter the trajectory.

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JUST IN: The CBOE Volatility Index has climbed above 25.63, signaling heightened market uncertainty.

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JUST IN: The cryptocurrency market has rebounded into positive territory, with Bitcoin nearing $94,000 just hours after dropping below $90,000 for the first time in seven months.

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JUST IN: Donald Trump announced that Saudi Arabia has agreed to invest $600 billion in the U.S., adding that the figure could increase.

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JUST IN: The Saudi Crown Prince has announced plans to boost investments in the U.S. up to $1 trillion.

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JUST IN: Trump has begun conducting interviews for the Fed Chair position and indicated that he already knows his preferred choice.

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JUST IN: Japan's 40-year government bond yield has surged to a record high of 3.697%, as markets anticipate further stimulus.

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🧾 New SF Fed study flips the tariff narrative

A 150-year review of US tariff policy shows a surprising pattern: tariffs push inflation up in the short term, but the recessionary drag that follows is stronger and ends up pulling inflation down over a 1–3 year window.

🔊 Tariffs are both inflationary and recessionary

🔊 The recessionary effect dominates over time, lowering inflation

🔊 This aligns with what 2025 data already shows

🔊 These findings could influence upcoming FOMC decisions

Markets love simple narratives, but this one isn’t that simple. Tariffs may push prices up at first, but the slowdown they trigger ends up mattering a lot more for the Fed.

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⚡️ Nvidia’s Valuation vs The Entire US Energy Sector

Nvidia is now worth almost three times more than the whole US energy sector, yet it doesn’t generate more free cash flow.

Over the past year, the combined free cash flow of energy companies in the S&P 500 came in about twenty percent higher than Nvidia’s.

🔊 Nvidia market cap around 4.6T
🔊 US energy sector around 1.7T
🔊 Energy sector free cash flow roughly 898B
🔊 Nvidia free cash flow around 728B

Tech keeps rewriting the rules, but the chart is a reminder that real infrastructure still powers everything underneath the AI boom.

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JUST IN: Donald Trump shared quotes from Nvidia founder Jensen Huang about the start of Blackwell production, emphasizing that AI was invented, made, and built in America for the world. Huang noted that after less than a year, the company is now manufacturing its most advanced chips.

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JUST IN: US and Russian officials are drafting a new peace plan for Ukraine, according to the Financial Times.

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JUST IN: President Trump says $270 billion worth of agreements are being signed with “dozens of companies” today.

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JUST IN: The US Labor Department announces that it is CANCELLING the October jobs report.

For the first time since 2013, we will not be receiving a monthly jobs report.

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JUST IN: Nasdaq 100 futures have extended their gains to +1.5% after Nvidia ($NVDA) exceeded earnings expectations.

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JUST IN: Japan's Nikkei 225 index has surged above 50,000, climbing nearly 4%, amid a rebound in global technology stocks.

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JUST IN: The White House is pressing Congress to reject a proposed measure limiting Nvidia's ability to sell AI chips to China, which would also affect other major chipmakers like AMD. This stance is being called a major victory for Nvidia.

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