Everything you missed in the stock market on October 29th: 1. Stocks fell as Alphabet's earnings miss revived AI capex fears a day after the Fed held rates steady 2. $GOOGL cratered 12.64% after weak cloud revenue and rising AI capex, its worst single day ever 3. $ADT soared 33.40% after agreeing to a $7.6 billion all-cash buyout by Joshua Kushner's Thrive Holdings 4. $CROX surged 25.64% as its HeyDude brand returned to growth and 2026 guidance brightened 5. $MRVL sank 13.28% on reports it's in talks to buy Lumentum in an $83 billion all-stock deal 6. $AMZN slid 4.25% heading into tonight's Q3 report as AI spending and cash flow concerns increase 7. $MU dropped 4.98%, $INTC fell 3.62%, and $AMD lost 2.07% as AI fear hits chips 8. $META climbed 1.99% and $AAPL rose 1.48%, meanwhile $NVDA slipped 0.80% 9. Q3 GDP grew 3.4% annualized, fastest pace in a year, and jobless claims fell to 194,000 10. The 10 year yield eased to 4.99%, down from Wednesday's Fed hold at 3.75-4% 11. WTI crude slipped 1.34%, Brent dropped 3.59% on Iran talk hopes 12. The S&P 500 fell 0.31%, the Dow dropped 0.25%, and the Nasdaq slid 1.38% And that's just ONE trading day

Breaking: President Trump just mentioned 5 companies during his speech • Apple $AAPL • Texas Instruments $TXN • Bristol Myers Squibb $BMY • Eli Lilly $LLY • Toyota $TM Remember what happened with Micron and Dell?

Everything you missed in the stock market on October 28th: 1. Fed held rates steady at 3.75%-4% 2. $WEN soared 15.15% after Nelson Peltz's Trian offered to buy it for $7.35 a share 3. $MU jumped 5.87%, $AMD climbed 3.25%, and $AVGO rose 2.77% as the chip rally extended 4. $NBIS surged 6.96%, $CRWV gained 7.32%, and $IREN climbed 5.10% on AI infrastructure demand 5. $NVDA slipped 1.18% and $META fell 1.24% while $GOOGL added 1.34% 6. BlackRock published its Fall 2026 Hedge Fund Outlook, calling hedge funds closer to the core of portfolios 7. $MSTR climbed 2.66% and $COIN added 0.76% as crypto names tracked a steadier bitcoin 8. The 10-year yield rose to 5.05%, up from 4.99%, as traders priced in a possible December hike 9. WTI crude jumped 2.63% to $102.53 after Houthi militants struck Saudi Arabia's largest oil refinery 10. $RXO sank 5.09% after buyer C.H. Robinson's weaker earnings dragged on the stock-and-cash deal 11. The S&P 500 rose 0.28%, the Dow climbed 0.19%, and the Nasdaq gained 0.27% And that's just ONE trading day

Breaking: The neocloud sector is spiking today after Nvidia CEO Jensen Huang unveiled DSX POD, a new system to get AI data centers online faster • SanShaz Holdings $SHAZ: +7.1% • CoreWeave $CRWV: +6.2% • Nebius $NBIS: +4.8% • Bloom Energy $BE: +4.6% • IREN $IREN: +3.2%

Breaking: Saudi Arabia's oil giant Aramco is seeking a $10 billion loan from global banks Meanwhile, Saudi Arabia's wealth fund has ~$32,900,000,000 in just 5 US stocks: • SpaceX $SPCX • Electronic Arts $EA • Uber $UBER • Lucid $LCID • Claritev $CTEV

Breaking: Ex-Citadel's holdings are spiking today • $LRCX Lam Research: +5.7% • $MU Micron: +4.6% • $AMAT Applied Materials: +4.6% • $GLW Corning: +3.3% • $ZM Zoom: +2.6% Brooker made $MU a top position in his portfolio

Breaking: GE Vernova is dropping after Jim Cramer called its earnings a "terrific print," after the company beat estimates and nearly doubled its orders $GEV lost ~$5,520,000,000 in market cap today

Breaking: Leopold Aschenbrenner's holdings are spiking today • $MU Micron: +4.3% • $SNDK Sandisk: +4.2% • $BE Bloom Energy: +2.9% • $SHAZ SharonAI: +2.2% • $NBIS Nebius: +1.6% $MU and $SNDK make up 50% of his portfolio

Breaking: President Trump’s tariffs sent US steel prices to highest level since 2022 5 stocks worth watching: • Nucor $NUE *North America’s largest steel maker, making ~25% of all raw steel in the US • Cleveland-Cliffs $CLF *Largest flat-rolled steel producer in North America • Steel Dynamics $STLD *Makes steel sheets at mills in Indiana, Mississippi, and Texas • Commercial Metals $CMC *Makes rebar and steel products used in construction across the US • Reliance $RS *Largest metals service center in North America, selling steel and other metals

What $100,000 would be if you invested when U.S invaded Venezuela Some of the holdings: • Chevron $CVX • Exxon Mobil $XOM • ConocoPhillips $COP • Valero $VLO • Marathon Petroleum $MPC • Halliburton $HAL

Update: The Trump administration has committed $2,000,000,000+ to rare earths companies in exchange for equity stakes Majority of them are public and are surging today • Lithium Americas $LAC +5.4% • Trilogy Metals $TMQ +4.4% • USA Rare Earth $USAR +4.2% • MP Materials $MP +3.4%

Breaking: The angel investor behind Uber, Robinhood, and Calm just made 3 new trades @Jason put: • Tesla $TSLA 3,000 shares @ $357 = $1,071,000, now up 10.1% • Uber $UBER 15,000 shares @ $65 = $975,000, now up 1.8% • Netflix $NFLX 3,000 shares @ $63 = $189,000, now up 1.2% His 12-month targets: $500 TSLA, $120 UBER, $90 NFLX

Everything you missed in the stock market on October 26th: 1. Stocks climbed after Anthropic filed for an IPO, pushing the Nasdaq to a one-month high 2. $TSLA jumped 5.21% after Barclays upgraded it to Overweight with a $450 price target 3. $ARM surged 6.19% on dip buying as AI workloads shift from training to inference 4. $CRWV sank 9.70% after Morgan Stanley cut its price target to $70 from $99 5. $NVDA, $AMD, and $AVGO all gained more than 2% on Anthropic IPO 6. BlackRock cut its US equity allocation to neutral while JPMorgan and Morgan Stanley stayed constructive 7. $RDDT fell 4% as traders de-risked ahead of Thursday's earnings and slower growth guidance 8. $CRCL dropped 7% after Mizuho cut its price target to $43 on AI agent risk to USDC 9. $MSTR fell 4.24% and $BMNR dropped 6.47% even as Bitcoin held near $79,800 10. The 10-year Treasury yield held near 4.99% ahead of Wednesday's Fed decision 11. WTI slipped 1.54% to $101.68 and Brent fell 5.27% to $110.57 on Iran de-escalation hopes 12. The S&P 500 rose 0.70%, the Dow climbed 0.29%, and the Nasdaq gained 0.82% And that's just ONE trading day

Breaking: Donald Trump's holdings are spiking today • $TSLA Tesla: +6.2% • $CSCO Cisco: +3.7% • $MS Morgan Stanley: +2.9% • $AVGO Broadcom: +2.8% • $NVDA Nvidia: +2.7% • $GS Goldman Sachs: +2.4% 12 of his 20 stocks are green today

Breaking: Nancy Pelosi's holdings are spiking today • $BE Bloom Energy: +7.2% • $INTC Intel: +5.5% • $PANW Palo Alto Networks: +3.0% • $AVGO Broadcom: +2.8% • $NVDA Nvidia: +2.7% Her Bloom Energy buy from July is leading