Opening Bell: November 18, 2025

Company Strategy & Restructuring - A business separation is favored, specifically disliking the diabetes business, anticipating a positive stock reaction [1] - MP Materials is celebrating its 5th anniversary [2] E-commerce & Retail - Kroger is announcing a significant e-commerce charge of $26 billion [3] - Kroger is expanding its relationship with Instacart [3] Market Analysis & Investment - The market favors certain stocks, particularly in e-commerce [3] - A "super cycle" call by an analyst is viewed as a potential market top indicator, specifically mentioning Micron and Western Digital [4] - Commodity "super cycles" like fracking sand and coal have historically resulted in significant losses [5] - The market is expected to experience a panic sell-off before a buying opportunity arises [6] - The level of 6630 has been checked three times, indicating a potential support or resistance level [5]