$AMD - AMD CEO SAYS EXPECT DEAL WITH OPENAI TO BE HIGHLY ACCRETIVE TO REVENUE GROWTH AND EARNINGS- CONF CALL
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TRUMP: STOCK MARKETS CONTINUALLY HIT RECORD HIGHS
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YARDENI LIFTS S&P 500 TARGET TO 7,000 ON ECONOMIC STRENGTH
Yardeni Research raised its year-end S&P 500 target to 7,000, citing a resilient U.S. economy and improved sentiment after Trump’s trade resolution.
The firm said the V-shaped rebound since April reflects reduced recession risks and described the market as a “slow-motion melt-up” supported by Fed rate cuts.
Yardeni lifted the odds of a melt-up to 30% and expects another strong Q3 earnings season, projecting 10.7% EPS growth versus analysts’ 6.4%. Forward earnings hit a record high, with the P/E at 22.7.
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UKRAINE, US PREPARE DEAL TO SHARE DRONE TECH FOR ARMS: SEMAFOR
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AMD TO SUPPLY OPENAI WITH HUNDREDS OF THOUSANDS OF AI CHIPS IN FOUR-YEAR DEAL
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NIKKEI HITS RECORD AS YEN FALLS AFTER TAKAICHI’S VICTORY
Japan’s Nikkei 225 surged past 47,000 for the first time Monday, while the yen weakened after the ruling Liberal Democratic Party elected Sanae Takaichi as leader. The 64-year-old conservative, poised to become Japan’s first female prime minister, supports expansionary policies and is expected to urge the Bank of Japan to maintain low interest rates.
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JAPAN'S NIKKEI AVERAGE FUTURES TRADING ON CME UP 4.5%
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TRUMP: U.S. HIT ANOTHER BOAT ON SATURDAY OFF VENEZUELA
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WHITE HOUSE'S HASSETT SAYS LAYOFFS WILL START IF TRUMP DECIDES SHUTDOWN NEGOTIATIONS ARE GOING NOWHERE
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RUBIO: 90% OF THIS HAS BEEN WORKED OUT AND WE'RE JUST SORT OF FINALIZING THE LOGISTICAL PIECE
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TRUMP TELLS CNN: 'COMPLETE OBLITERATION' IF HAMAS DECIDES TO STAY IN POWER
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RUBIO: WILL KNOW VERY QUICKLY WHETHER HAMAS IS SERIOUS
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TRUMP: WHEN HAMAS CONFIRMS, CEASEFIRE WILL BE IMMEDIATELY EFFECTIVE, HOSTAGES AND PRISONER EXCHANGE WILL BEGIN
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SINCE LATE SEPTEMBER, SAM ALTMAN MET WITH COMPANIES INCLUDING TSMC, FOXCONN, SAMSUNG AND SK HYNIX TO ACCELERATE WORLD’S AI CHIP-BUILDING CAPACITY- WSJ
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ADOBE ANALYTICS: EXPECTS US ONLINE SALES TO HIT $253.4 BLN THIS HOLIDAY SEASON (NOV 1 -DEC 31), UP 5.3% YOY
ADOBE ANALYTICS: EXPECTS CYBER MONDAY SALES $14.2 BLN, UP 6.3% YOY
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$NVDA - KEYBANC SEES MORE UPSIDE FOR NVIDIA ON STRONG AI DEMAND
KeyBanc’s John Vinh reiterated an Overweight rating and $250 price target on NVIDIA, expecting stronger results and guidance driven by robust hyperscaler demand and the GB200/300 ramp.
The firm sees rack shipments rising and China sales resuming, boosting near-term numbers. For FY26, NVIDIA is on track to ship 50K+ racks and expand specs for its next-gen VR200 NVL144.
Investor focus: 2026 outlook, Blackwell Ultra ramp, Rubin timeline, and China updates.
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CAN ANYTHING STOP GOLD’S RALLY?
Bank of America warns gold’s surge may cool as it nears $4,000/oz. The metal has risen seven weeks straight, a streak that has always led to short-term pullbacks since 1983.
Gold now trades well above key moving averages, and momentum indicators show overbought, bearish signals. BofA says a pause or pullback is likely before any next leg higher — possibly toward $5,000.
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*AMD SHARES JUMP 16% ON CHIP DEAL WITH OPENAI
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*OPENAI SIGNS AMD CHIPS DEAL WORTH TENS OF BILLIONS OF DOLLARS
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SPOT GOLD RISES 1% TO FRESH RECORD HIGH OF $3,924.39/OZ
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TRUMP SAYS U.S. WILL HAVE TO START LOOKING AT DRUG TRAFFICKING BY LAND
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CALIFORNIA GOVERNOR NEWSOM SAYS WILL TAKE TRUMP ADMINISTRATION TO COURT OVER DEPLOYMENT OF 300 CALIFORNIA NATIONAL GUARD TO OREGON
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RUBIO: HOPING IT WILL BE FINALIZED VERY QUICKLY, EARLY THIS WEEK.
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TRUMP SAYS HE WILL SOON KNOW IF HAMAS IS SERIOUS
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TRUMP TO NETANYAHU: “YOU’RE ALWAYS SO NEGATIVE”
Axios reports that after Hamas issued its response, U.S. President Donald Trump called Israeli Prime Minister Benjamin Netanyahu. When Netanyahu dismissed the development as “nothing to celebrate,” Trump replied, “I don’t know why you’re always so f***ing negative. This is a win—take it.”
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TRUMP: AFTER NEGOTIATIONS, ISRAEL HAS AGREED TO INITIAL WITHDRAWAL LINE, WHICH WE HAVE SHOWN TO, AND SHARED WITH, HAMAS
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TRUMP: WHEN HAMAS CONFIRMS, CEASEFIRE WILL BE IMMEDIATELY EFFECTIVE
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TRUMP: WILL NOT TOLERATE DELAY FROM HAMAS
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*TRUMP SAYS HAMAS READY FOR PEACE, TELLS ISRAEL TO STOP BOMBING
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