Market Overview - Wall Street is entering a historically strong month, with November being the best month for the S&P 500, averaging a gain of 1.8% since 1950 [1] - The S&P 500 is currently just below the 7,000 mark, significantly above the year-end target of 6,555 predicted by strategists [2] - All three major indexes have shown strong year-to-date gains, with the Dow Jones up 12.2%, S&P 500 up over 16%, and Nasdaq Composite up over 23% as of October 31, 2025 [3] Federal Reserve Policy - The Federal Reserve has entered an easing policy era, having cut interest rates by a quarter percentage point for the second consecutive meeting, bringing the benchmark rate to a range of 3.75%-4.00% [4] - The rate cut reflects the Fed's intention to bolster economic growth and strengthen the labor market amid limited economic data due to a government shutdown [5] U.S.-China Trade Relations - Investor confidence has been boosted by hopes of easing U.S.-China trade tensions, following a meeting between President Trump and President Xi Jinping, where they reached an understanding to pause new trade tensions [6] - China will cease investigations targeting U.S. companies in the semiconductor supply chain, as announced by the White House [7] Consumer Spending Trends - Approximately 91% of consumers plan to celebrate the winter holidays, with average spending expected to be $890.49 per person, a slight decrease of 1.3% from last year's record [8] Investment Opportunities - **High Beta ETF**: Invesco S&P 500 High Beta ETF (SPHB) is recommended due to easing Fed policy and trade tensions, along with anticipated holiday season sales [10] - **Consumer Discretionary ETF**: Consumer Discretionary Select Sector SPDR ETF (XLY) is expected to benefit from increased holiday shopping, with significant holdings in Amazon and Home Depot [11] - **Software ETF**: SPDR S&P Software & Services ETF (XSW) is positioned well due to the growing demand for AI software, which is sold on a subscription basis [12] - **Aerospace ETF**: iShares U.S. Aerospace & Defense ETF (ITA) has reported earnings growth of 226.1% on 15% higher revenues, making it a strong investment option [13] - **Small-Caps ETF**: iShares Russell 2000 ETF (IWM) is favored due to Fed rate cuts, easing trade tensions, and favorable small-cap valuations [14]

Shares of NVIDIAÂ Corp. (NASDAQ:NVDA) climbed 7.16% over the past five trading sessions after gaining 6.55%% the five prior. ...

Why zkML? Because @nvidia and @Samsung are building an AI megafactory — 50,000+ GPUs coordinating chip production, robotics, and industrial workflows.When factories begin reasoning, not just executing, the key question becomes:How do we verify the decisions machines make? https://t.co/FiD1vs532R ...

TESLA WATCH: Elon Musk Pay Deal In FocusThe last two months of the year are typically the best for the S&P 500. And a dozen stocks pull ahead of the rest.Twelve stocks, including Broadcom (AVGO), Tapestry (TPR) and Howmet Aerospace (HWM), beat the S&P 500 in the period of November through December in each of the last five years, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence and MarketSurge.All these stocks posted an average gain in the two months of 11.4% or higher i ...

CHANDLER, Ariz., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Communication interfaces are essential for space applications as they ensure reliable and efficient data transmission to enable real-time control, system integration and enhanced error detection. They support scalable designs and contribute to the redundancy and fault tolerance necessary for the successful execution of space missions. Microchip Technology (Nasdaq: MCHP) today announces the release of its Radiation-Tolerant (RT) ATA6571RT CAN FD Transceiver, ...

We should keep in mind that seemingly massive technological and scientific breakthroughs often come back down to earth once drawbacks and challenges are properly accounted for. That certainly could be the case here, but researchers in China have published a studyMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn c ...

Core Viewpoint - Investors are optimistic about Advanced Micro Devices (AMD) ahead of its upcoming earnings report, with strong seasonal trends and recent AI-focused deals positioning the stock as a compelling opportunity for November [1][8]. Group 1: Seasonal Performance - November is historically one of the best months for AMD, with 71% of past Novembers delivering positive returns according to TrendSpider [1]. - Other months also show strong performance, with May at 60% positive returns and October at 44%, indicating a strong finish to the year [3]. - Year-to-date, AMD has gained approximately 115%, closing the last session at $259, up 1.3% for the day [3]. Group 2: Competitive Position in AI - AMD's momentum in artificial intelligence (AI) and data centers is strengthening its market position, narrowing gaps with Nvidia [7]. - Analysts now view AMD as a serious competitor to Nvidia in the data center market, with its chips demonstrating impressive performance in AI server applications [7]. Group 3: Earnings Expectations - Analysts forecast strong Q3 earnings for AMD, expecting earnings per share of $1.17 on revenue of $8.7 billion, compared to $0.92 and $6.8 billion a year earlier [8]. - The financial impact of AMD's recent deals is anticipated to materialize in the coming quarters rather than immediately [8]. Group 4: Strategic Partnerships - AMD has signed significant deals with OpenAI and Oracle, which have positively impacted its stock price [9]. - The company will supply OpenAI with up to 6 gigawatts of GPUs for its AI data centers, and OpenAI plans to purchase approximately 160 million AMD shares, representing about 10% of the company [9]. - Additionally, AMD partnered with Oracle to deploy up to 50,000 GPUs across Oracle's cloud facilities and will power two Department of Energy supercomputers as part of a $1 billion joint investment [10]. Group 5: Market Capitalization - Despite its recent momentum, AMD's market capitalization stands at $418 billion, significantly trailing Nvidia's $5 trillion dominance in the AI sector [10].

格隆汇11月4日｜Silicon Labs：第三季度营收2.06亿美元，市场预期2.053亿美元；调整后每股收益0.32 美元，预期0.3美元。预计第四季度营收将在2亿至2.15亿美元之间，市场预期为2.124亿美元；预计第四 季度调整后每股收益为0.40至0.70美元，市场预期0.39美元。 ...

Uber (UBER) reported strong third quarter results before the bell on Tuesday, but investors likely wanted more, sending the stock lower in pre-market trade. The results follow a wave of deals Uber has made in the autonomous space. Uber reported Q3 revenue of $13.47 billion vs $13.26 billion estimated per Bloomberg consensus, a 21% jump from a year ago. Uber posted earnings per share (EPS) of $1.20 vs $0.70, with adjusted EBITDA coming in at $2.3 billion vs $2.27 billion, up 33%. Net income jumped to $6.6 ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here is the latest in trending:Going bearish: Michael Burry's 'Big Short' instincts target the AI trade with puts on Nvidia (NVDA) and Palantir (PLTR). The latter stumbled after-hours yesterday despite solid quarterly results and guidance.Merger Monday: Kimberly-Clark (KMB) announced a $48.7B deal for consumer healthcare products company Kenvue (KVUE). Now, ...