Locator: 49264NEWS.
Beth: link here.
Most surprising:
- UPS up 12% in pre-market trading today.
New meme:
- jobs are already starting to go away due to AI.
- AI will play major role in all aspects of package delivery (AMZN, UPS)
Driving the market:
- this week, the market will be driven by --
- 90% tech; 10% Fed
- next week, the market will be driven by --
- 10% tech; 90% Fed
- two weeks from now, the market will be driven by --
- the government: closed or open
Polymarket: what does polymarket have to say on length of government shutdown? Past 35 days is a sure bet at this point --
Futures: looks like we may get an indication of how investors really feel going into November --
- a lot of high-flying tech stocks are going to drop significantly today ("profit-taking")
- a lot of stories on BRK-B
- Dow, pre-market: up big, right now, up 240 points, but --
- NASDAQ, pre-market: could go negative, but up 60 points right now
- S&P 500: up 11 points, pre-market
Tylenol: if Tylenol maker falls today -- Texas sues Tylenol maker for high autism risks.
- manufacturer: Kenvue -- spinoff of JNJ (talcum powder)
- Kenvue (KVUE) down 35% over past six months
- pre-market: flat
GLW:
- great earnings reort but not enough to justify a P/E of 95
Lithium:
- long, long CNBC interview with Arkansas governor
- bigger story here
- who's the governor?
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Disclaimer
Brief
Reminder
Briefly:
- I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
- All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Many posts are not proofread for several days after they've been posted.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- And Oracle.
- Longer version here.
