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Good morning.
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The Fast Five → A Democratic sweep may not move stocks much, tech companies rummage for cash to fund the AI buildout, Meta raises $15B in five-part US bond sale, CVS to break into two companies, and Bill Ackman warns of ‘casino’ stock market as speculative trading grows…
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🚨 This company could be the Nvidia of 2027 →
(from Chaikin Analytics)
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Calendar: Full Calendar »
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Your 5-minute briefing for Wednesday, November 4:
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BEFORE THE OPEN
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As of market close 11/3/2026.
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Pre-Market:
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Market Wrap:
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Futures: Dow -40 (-0.1%), S&P +0.3%, Nasdaq +0.5%
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Tue: Dow -200+ (-0.5%), S&P +0.3%, Nasdaq nearly +1%
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AMD surged after earnings beat expectations
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AMD's data center revenue nearly doubled
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Nvidia, Intel, and Micron gained after hours
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Democrats favored to win House, possibly Senate
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Election results could pressure AI-linked stocks
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"Perfect Storm" Worse Than 2008
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Prominent financial analysts are now predicting a "perfect storm" for the stock market that will rival 2008.
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But 60-year Wall Street legend Marc Chaikin is calling for a totally different kind of shock.
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Marc calls it an "AI Demand Shock" –
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…and it's responsible for recent moves on Broadcom, up 904%... Palantir, up 3,035%... And Powell Industries, up as much as 3,427%.
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Marc explains exactly what a "Demand Shock" is and where AI will create one next, right here on this page »
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- A sponsored message from Chaikin Analytics -
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Every midterm outcome under a Republican president has left the S&P 500 about 15% higher a year later.
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Meta is prepping a big bond offering that includes its first-ever euro borrowing for up to $15 billion, while Alphabet closed its second euro deal of the year, among others.
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Dow slips, S&P, Nasdaq gain as AI heavyweights rebound ahead of midterms (more)
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Stocks erase losses after Trump says US will end $4B funding to Israel (more)
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Investors ready for possible shake-up as US awaits election results (more)
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Treasury yields fall as investors crowd into bonds for safety (more)
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Oil prices fall second day as market hopes for diplomatic resolution to war (more)
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Micron, Nvidia, and AMD lead chip stocks rebound (more)
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CVS stock climbs on report of a historic breakup (more)
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Apple shares slide as Ternus sounds alarm on memory costs (more)
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AMD beats estimates on near-doubling of data center revenues (more)
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Shopify tanks as Q3 revenue misses estimates for first time since 2022 (more)
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Meta raises $15B in five-part US bond sale to fund AI expansion (more)
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Anthropic swings to operating loss as $895B compute bill looms over IPO (more)
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CrowdStrike’s new kill switch can stop rogue AI agents in their tracks (more)
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Bill Ackman warns of ‘casino’ stock market as speculative trading grows (more)
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M+A | Investments
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CVR Energy to buy two Marathon refineries, marketing business for $4.2B
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Shell to sell North West Shelf stake to XRG for $1.45B
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Salesforce signs to acquire AI voice-agent maker Cresta
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Lonza to acquire five US CDMO sites from Merck KGaA
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EQT buys Speedcast’s ground stations unit for $300M
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Arity (Allstate) to acquire mobility data company Replica
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KeyBanc agrees to buy Atlantic-Pacific Capital
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Novel Financial receives investment from Crestview Partners
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VC
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Tutor Intelligence, a robotics research and deployment company, raised $75M in Series B funding
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Trajectory, a developer of continuous post-training and alignment software for AI models, raised $45M in Series A funding
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Corridian, a provider of autonomous underwater vehicles, raised $38M in Seed funding
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Larridin, an AI value measurement and intelligence platform, raised $30M in Series A funding
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Reflex, an open-source web framework and industrial software modernization platform, raised $15M in Series A funding
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Guava, a platform for building voice agents, raised $12.5M in Seed funding
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Journify, an ad signal infrastructure for performance marketers, raised $12M in Series A funding
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Syncere, a platform for home robotics, raised $11M in Pre-Seed funding
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Clark, a provider of AI for audit and assurance professionals, raised $11M in Seed funding
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ShareWillow, an AI-powered performance-pay and field service incentive platform, raised $8.5M in Seed funding
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Athena, an AI-native legal service platform for commercial real estate, raised $2.5M in Pre-Seed funding
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Caravel Bio, a biomolecular engineering and protein design platform, received a $1.2M NSF Phase II grant
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Binance customers withdraw $7.42B after crypto heist (more)
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Binance hackers used fake job interview in $6.3 billion attack (more)
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Tether holds 150,000 Bitcoin—50K more than its reserve report shows (more)
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*sponsored message
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Disclaimer: Market Briefing© is a news publisher. All statements and expressions herein are the sole opinions of the authors or paid advertisers. The information, tools, and material presented are provided for informational purposes only, are not financial advice, and are not to be used or considered as an offer to buy or sell securities; and the publisher does not guarantee their accuracy or reliability. Please conduct your own research and consult an independent financial adviser before making any investments. Neither the publisher nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein. Assets mentioned may be owned by members of the Market Briefing team.
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