Core Insights - Nebius stock price has performed well this year, benefiting from the artificial intelligence (AI) tailwinds and increasing demand for its solutions [1] Company Performance - Nebius was trading at $120 in the pre-market, indicating strong market confidence in the company's growth prospects [1]

Core Viewpoint - Shares of rare earth miners experienced a rally following Deutsche Bank's upgrade of MP Materials from Hold to Buy, indicating positive market sentiment towards the rare earth sector [1] Company Summary - MP Materials is identified as the largest rare earth producer in the Western Hemisphere, highlighting its significant position within the industry [1]

Core Viewpoint - Following a turbulent week for US tech stocks, some investors are viewing recent pullbacks as an opportunity to purchase high-growth names at a discount [1] Group 1 - Investors are considering the recent declines in tech stocks as a buying opportunity [1] - Eddie Ghabour, managing partner at Key Advisors Wealth, suggests that the current market conditions may favor those looking for high-growth investments [1]

Applied Materials stock price has staged a strong rally this year and is now hovering near its all-time high. AMAT was trading at $230, lower than the record high of $252, and 87% above the lowest lev... ...

Market Overview - US equities experienced a significant rise, with the S&P 500 increasing by 1%, the Nasdaq Composite gaining 1.6%, and the Dow Jones Industrial Average adding 250 points or 0.5%, indicating broad momentum across various sectors [2][4] Government Shutdown Developments - A procedural measure in the Senate passed with at least 60 votes, allowing further votes on a funding compromise, which is expected to reopen the federal government through January and reverse some layoffs caused by the shutdown [3][5] - The shutdown, now in its sixth week, has negatively impacted consumer confidence, with sentiment dropping to its lowest level in over three years, just above its worst reading on record [6] Sector Performance - Stocks of leading companies in the artificial intelligence sector, such as Nvidia and Broadcom, rebounded after last week's selloff driven by valuation concerns [2][4] - Airline stocks rose as fears of travel disruptions eased ahead of Thanksgiving, with United Airlines and Delta Air Lines each rising around 2% [8] - Semiconductor stocks climbed following China's suspension of export restrictions on rare earth minerals, with the VanEck Semiconductor ETF rising more than 2% and Nvidia gaining 3.3% [10]

Core Insights - The Walt Disney Company is expected to release its fourth-quarter fiscal 2025 results on Thursday before the market opens, with Wall Street anticipating a mixed report [1] Financial Performance Expectations - Investors will focus on key metrics such as revenue growth, subscriber numbers for Disney+, and overall profitability [1]

Core View - CoreWeave stock price has experienced a pullback, reaching its lowest level since September 9, amid ongoing concerns regarding the AI bubble [1] - The stock's decline is also attributed to increasing competition within the industry [1] Industry Analysis - The AI sector is facing scrutiny as investors express concerns about a potential bubble, impacting stock performance [1] - Competition in the industry is intensifying, which may further affect market dynamics and individual company valuations [1]

Tesla Inc. has lost another senior leader as Siddhant Awasthi, the head of the company's Cybertruck program, announced his departure after three years in the role. The move adds to a growing list of h... ...

Market Overview - Global markets experienced a surge as the US Senate took steps to end the longest government shutdown in history, boosting risk sentiment across various asset classes including equities, commodities, and cryptocurrencies [3][4]. - The Senate's approval of a compromise bill to reopen the federal government and fund it through the end of January alleviated investor anxiety that had impacted markets in recent weeks [4][5]. Stock Market Reaction - European stocks led the global rebound, with the Stoxx Europe 600 rising by 1.4% and Germany's Dax climbing 1.8%, indicating broad relief across sectors sensitive to economic disruptions [6][7]. - US equity futures also strengthened, with S&P 500 futures gaining 1% and Nasdaq 100 futures advancing 1.5%, signaling a strong opening for Wall Street [7]. Sector Performance - Technology stocks rebounded significantly, with Nvidia up 3.3%, Tesla gaining 2.4%, and Alphabet rising 2.2% in pre-market trading, as investors welcomed the prospect of government reopening [8]. - The airline sector, which faced challenges due to the shutdown, saw shares rise in pre-market trading as fears of staffing shortages eased with the expected resumption of government funding [11][12]. Commodity and Cryptocurrency Markets - Gold prices increased by 2% to $4,080 per troy ounce, reflecting a positive sentiment as investors anticipated clearer economic data following the government reopening [13]. - Bitcoin also saw a rally, climbing 3% to around $106,000, indicating a recovery in the cryptocurrency market [14].

Core Viewpoint - Dow futures are experiencing a positive trend, driven by optimism regarding the potential conclusion of the longest US government shutdown in history [1] Group 1 - Futures tied to the Dow Jones Industrial Average increased by over 200 points [1] - This rise reflects a change of approximately 0.2% [1]