All right, 3:00 Eastern. We're going to see if we close on the Dow above 48,000 for the very first time. Brian Bellski, Cameron Dawson, Lo Tony, among the gang joining me in just a couple hours and I hope you will be there as well.Final trades, Steven Weiss, >> Taiwan Semi, Taiwan Semi should be higher today based upon will iter Come on, that's not higher. I'm talking up 20%. >> 20% >> I'm only kidding.But it will trade higher into the Nvidia call and uh if it's >> going lower as you're talking >> it was >> ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?When I last covered ARS Pharmaceuticals, Inc. ( SPRY ) - the marketer and seller of Neffy, for the needle-free intranasal delivery of epinephrine for the emergency treatment of Type I allergic reactions, including ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?With its Q3 earnings due to be reported in five days' time, on tenth November, I thought this would be a good time to initiate my first coverage of Harrow Inc, an ophthalmology company with seemingly strong growth p ...

Core Insights - Global markets are expected to face a reality check after a strong rally, with warnings from Goldman Sachs and Morgan Stanley about potential drawdowns in the next two years [1][5] Market Performance - Equities worldwide have reached record highs this year, driven by AI-related gains and expectations of interest rate cuts, with significant increases in key U.S. indexes, Japan's Nikkei 225, South Korea's Kospi, and China's Shanghai Composite [2] Drawdown Predictions - Goldman Sachs CEO David Solomon predicts a 10 to 20% drawdown in equity markets within the next 12 to 24 months, emphasizing that such pullbacks are normal in long-term bull markets [3] - Solomon also noted that 10 to 15% drawdowns are common even during positive market cycles, which should not alter fundamental investment beliefs [4] Healthy Market Corrections - Morgan Stanley CEO Ted Pick views periodic pullbacks as healthy developments rather than signs of crisis, suggesting that drawdowns not driven by macroeconomic factors are a normal part of market behavior [4][5] Regional Opportunities - Goldman Sachs and Morgan Stanley identify Asia as a bright spot for investment, particularly following the recent U.S.-China trade pact, with Goldman highlighting China's significance as a major global economy [6] - Morgan Stanley expresses optimism about Hong Kong, China, Japan, and India, citing unique growth stories and investment themes such as Japan's corporate governance reforms and India's infrastructure development [7]

International Collaboration - The U S inked Technology Prosperity Deals (TPD) with Japan and South Korea to foster collaboration on advanced technologies [1] Technology Focus - The TPD aims to stimulate cooperation in areas including AI, semiconductors, quantum computing, biotech, space, and 6G [1]

Core Insights - The article emphasizes the importance of staying updated on stocks within the biotech, pharma, and healthcare sectors, highlighting key trends and catalysts that influence market valuations [1]. Group 1: Industry Overview - The performance of the five largest health insurers in the U.S. by market capitalization is discussed, specifically mentioning UnitedHealth Group Incorporated and CVS Health [1]. - The investing group Haggerston BioHealth provides insights for both novice and experienced biotech investors, including catalysts for investment decisions and buy/sell ratings [1]. Group 2: Analyst Background - Edmund Ingham, a biotech consultant with over five years of experience in the sector, has compiled detailed reports on more than 1,000 companies and leads the Haggerston BioHealth investing group [1].

Program Overview - YZi Labs launches the second season of EASY Residency incubation program [1] - The program is an eight-week initiative [1] - The program focuses on global collaboration among entrepreneurs in Web3, AI, and Biotech [1] Focus Areas - The program covers areas such as stablecoins and payments [1] - The program covers Web3 creator tools [1] - The program covers agentic AI [1] - The program covers gene therapy [1]

Company Overview - YZi Labs 推出 @EASYResidency 第二季，专注于 Web3、AI 和生物科技领域的创始人 [1] - 该项目历经七年筹备，现已在全球四个城市启动 [1] Program Focus - @EASYResidency 旨在帮助 Web3、AI 和生物科技领域的创始人构建无国界的事业 [1] Event Highlight - 官方发布了开幕日的回顾 [1]

Investment Trends - Family offices direct deals in startups decreased by 46% year-over-year in Q3 [1] - Only 169 investments by family offices were recorded in Q3 [2] - AI, biotech, and energy were the primary sectors of interest for family office deals [1] - Peter Thiel's family office made seven investments in the quarter, including a $100 million funding round for Decart, an Israeli AI firm valued at $3 billion [2] - Michael Dell's family office invested in Harbor Health, a clinic health insurance company based in Austin [3] - Jeff Bezos and Eric Schmidt invested alongside Nvidia in a $300 million seed round for Periodic Labs, which aims to create AI scientists [4] Market Dynamics - The AI investment space is becoming crowded, making it challenging for family offices to find suitable investment opportunities [5] - Increased competition in AI fundraising and private capital is limiting the availability of large-scale private companies for investment [5] - High valuations and difficulty in accessing deals are emerging as challenges for family offices in the current environment [6]

Right now for a read on where some of America's wealthiest individuals are putting their money, we are joined by Robert Frank. Robert, good morning. Good to good to see all of you.Uh for family offices, deals in the third quarter were all about AI, biotech, and energy. Direct deals by family offices and startups fell 46% in the third quarter. That compares to a year ago.That's according to exclusive data from FINRIX. Now, there were only 169 investments recorded by family offices in the quarter. The tech bi ...