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Rips just dropped 🔓 $10 pack. $10+ in assets guaranteed at reveal. Up to $1,000 in bonuses.* NVDA, AAPL, GOOGL, META, BTC, ETH or SOL. What will you pull? 👀

$AMD’S DATA-CENTRE BUSINESS GENERATED $6.7B IN Q2. That was roughly 58% of its $11.5B total revenue. For comparison: • Client: $3.1B • Gaming: $779M Data-centre revenue more than doubled year over year. It includes both EPYC server CPUs and Instinct accelerators, so the whole segment should not be labelled “AI GPU revenue.” Tuesday’s results will show whether that much larger business can keep setting the pace.

AI STOCKS HAVE LOST ABOUT $5 TRILLION SINCE OCT. 6. The other 625 large US stocks added $1.3 trillion, per Yahoo Finance. $NVDA and $GOOGL gave up ~$835B each. $INTC lost nearly half its value in October. Rotation over, or just starting? 👇

FIVE AI-LINKED STOCKS THAT ROSE DURING LAST WEEK’S SELLING 👇 1. $BBAI +21.5% 2. $VRT +19.6% 3. $FLEX +13.0% 4. $LITE +11.2% 5. $NXPI +10.5%

$INO JUMPED 230% IN EARLY PRE-MARKET TRADING 🚀 🟢 $INO: the FDA approved Voceryq, its treatment for a rare throat disease 🟢 $PERI +29%: Affle is buying it for $11.70 a share in cash 🔴 $KOS −14% after its Q3 results Early moves, per Benzinga.

JUST IN: $ORCL files to sell $10B of common stock, alongside a $10B bond offering.

JUST IN: $MRVL to buy $LITE in a $115B all-stock deal, a 23.9% premium.

$PLTR ADDED MORE US COMMERCIAL REVENUE THAN IT HAD A YEAR EARLIER. Q2 US commercial revenue: • A year earlier: roughly $306M • Latest quarter: $764M • Increase: about $458M That is 149% growth. The extra revenue alone was bigger than the entire year-earlier quarter. That changes what matters in tonight’s results. Another AI partnership announcement carries less weight than evidence that customers are expanding what they actually spend. Watch US commercial revenue and the updated outlook together. Sustaining growth from a $764M quarterly base is a much tougher test than growing from $306M.

JUST IN: $EL Q1 adj EPS $0.72 vs $0.51 expected. Estee Lauder raises its full-year outlook.

APPLE AND PALANTIR TONIGHT. MANUFACTURING FIRST. Monday, November 2 👇 • BEFORE OPEN: $TEM reports. Call at 8:45 a.m. ET. • 9:45 a.m. ET: Final S&P US manufacturing PMI. • 10 a.m. ET: ISM manufacturing and construction spending. • AFTER CLOSE: $AAPL and $PLTR report. Both calls start at 5 p.m. ET. For Apple, watch the holiday-quarter outlook. For Palantir, watch whether US commercial growth supports another step up in guidance. Tomorrow: midterm elections, $AMD and $SMCI.

$AAPL IS THE WORLD'S MOST VALUABLE COMPANY AGAIN 👑 Apple: $5.03T Nvidia: $4.93T Apple is up 27% this year, more than twice $NVDA's gain, as investors reward the giant spending the least on AI. Tomorrow after the close: John Ternus's first earnings call as CEO.

THERANOS WAS WORTH $9 BILLION IN 2014. IT WAS GONE BY 2018. • Founded by a 19-year-old Stanford student • Promised any blood test from a finger prick • Henry Kissinger and James Mattis sat on its board • The SEC called it an "elaborate, years-long fraud" Elizabeth Holmes was sentenced to 11 years and 3 months. A great story isn't proof.

SOUTH KOREA'S EXPORTS HIT $115.3B IN OCTOBER, UP 93.7% 🇰🇷 🟢 Chips: $56.4B, +259% 🟢 Computers (AI servers + SSDs): +497% 🟢 The biggest jump since 1974 Chips are now about half of everything Korea sells abroad. The AI build-out shows up here first.

SUNDAY NIGHT: FUTURES ARE GREEN AFTER A BRUISING OCTOBER 1. S&P 500 futures +0.3% 2. Nasdaq 100 futures +0.4% 3. Bitcoin $78,350, +1.5% since Friday 4. WTI crude down more than 1% to about $102, after a 10%+ jump in October Tomorrow: ISM manufacturing at 10 AM ET, then $AAPL and $PLTR after the close.

APPLE. PALANTIR. AMD. IREN. The earnings watchlist for November 2–6 👇 MON Before open: $TEM After close: $AAPL $PLTR TUE Before open: $SHOP After close: $AMD $SMCI $XYZ $DUOL WED Before open: $DDOG $UBER After close: $ARM $QCOM $APP $FSLY $SNAP THU After close: $NET $AFRM $DKNG $SOUN $IONQ $IREN reports Thursday, with its call at 5 p.m. ET. FRI Before open: $OKLO AI demand gets tested across software, chips and compute. Watch the outlook and the cash needed to deliver it.

ELECTIONS. AI EARNINGS. THE JOBS REPORT. This week’s market calendar 👇 MON: ISM manufacturing, 10 a.m. ET. TUE: US midterm elections. JOLTS, 10 a.m. ET. WED: ADP, 8:15 a.m. ET. ISM services, 10 a.m. ET. THU: Jobless claims and productivity, 8:30 a.m. ET. FRI: October jobs report, 8:30 a.m. ET. Consumer sentiment, 10 a.m. ET. Election results can move policy expectations. Friday’s jobs data will test the outlook for rates. US stocks trade normally on Election Day.

UPDATE: $BNB Binance has restarted withdrawals after the $6.3B hack. Bitcoin went first. Ether, BNB and some USDT and USDC withdrawals are back too, with 15 coins in phase one. Binance says it has now covered 95% of the stolen tokens.

APPLE. PALANTIR. AMD. UBER. THE WEEK AHEAD 👇 Mon: $AAPL, $PLTR after the close Tue: $SHOP before the open, $AMD after the close + Election Day Wed: $UBER before the open, $QCOM, $ARM, $APP after the close Thu: $ABNB, $NET after the close Fri: October jobs report, 8:30 AM ET Which one moves the most? 👇

WHILE THE MARKET WAS CLOSED: OPENAI CUT ITS ASK 1. OpenAI cut its funding target by $10B to about $20B, at a $1.25T valuation, per the FT 2. The Moscow Exchange says it will start trading Bitcoin, Ethereum and USDT on Dec. 1 3. Bitcoin ~$77.4K, +0.3% since Friday Next week: Mon: $AAPL earnings after the close Tue: $AMD earnings after the close + midterms Wed: $OKTA joins the S&P 500 Fri: October jobs report