Opening Recap
Market Pulse: Tech edged lower as AI buzz tangled with profit-taking ahead of earnings.
Key Movers: Palantir stunned Wall Street with a Q3 beat then quickly shed gains; Meta’s ad-spend chatter sent its shares upward; ARK Invest quietly scooped up Bullish options ahead of volume spikes.
Macro & Politics: The FDA greenlit KYGEVVI for TK2 deficiency just as Congress intensifies scrutiny on pharma pricing and antitrust.
What’s Next: Eyes on Fed minutes for fresh clues and any M&A whispers out of energy and biotech.
Unfiltered Market Commentary
Everyone’s overlooking how Palantir’s blowout beat followed by a swift sell-off highlights the fragile state of AI hype cycles. Sure, revenue and bookings soared, but once the tape printers stopped running, hot money fled—proof that earnings wins don’t immune you from instant profit-taking hell. That knee-jerk reaction extends to energy stocks too, where consolidation chatter risks overshadowing disciplined capex narratives if everyone piles in at once.
It might seem eccentric to lump KYGEVVI’s FDA nod (GlobeNewswire) with the SM Energy/Civitas union (Forbes), but both moves hinge on controlled supply. Ultra-rare therapies will command premium prices thanks to limited treatment options, just as merged shale players gain pricing leverage when drilling begins to tighten output. See the pattern? Scarcity scales returns.
Don’t sit through another blowout report without guardrails. Set stop-losses on AI names that overdeliver, track biotech litigation headlines to anticipate headline-driven swings, and scout merger arbitrage in energy—because once the rumor mill cools or a court ruling lands, positions can unwind faster than they built up.
📈 Breaking Financial News
Palantir stock crashes as it crushed Wall Street expectations: Why is PLTR down today despite huge AI-fueled Q3 earnings beat
Palantir stock fell 2.9% after-hours despite a massive Q3 2025 earnings beat. Revenue jumped 63% to $1.181 billion, topping $1.09 billion estimates. Adjusted EPS hit $0.21, up 110%. GAAP net income surged 231% to $476 million. U.S. commercial revenue soared 1…
SM Energy, Civitas Merger Creates A New Shale Giant
Denver-based independent drillers SM Energy and Civitas Resources announced a merger deal on Monday to create the latest American shale giant.
U.S. earnings beat at record pace, says Goldman Sachs’ Kostin
Investing.com — U.S. companies are reporting earnings beats at one of the fastest rates on record, according to Goldman Sachs’ chief U.S. equity strategist …
Cathie Wood’s ARK Invest adds $12M in Bullish shares as options trading surges
Cathie Wood’s ARK Invest bought another $12 million in Bullish shares as the exchange’s new crypto options platform hit $82 million in trading volume within five days.
Fentanyl, ICE and popcorn: Palantir CEO Alex Karp's earnings call commentary
Palantir CEO Alex Karp took on the critics during the company's third-quarter earnings call after the bell on Monday.
$100 Oil Coming?
CNN/WSJ: Oil prices exploded 6-8% on Iran crisis. Analysts warn $100/barrel if Strait of Hormuz disrupted. While oil stocks swing wildly, there's a steadier way to profit. Marc shows you how. Learn more about this clicking here.
🔍 Market Analysis & Insights
FDA Approves KYGEVVI® (doxecitine and doxribtimine), the First and Only Treatment for Adults and Children Living with Thymidine Kinase 2 deficiency (TK2d), a Rare and Devastating Mitochondrial Disease
This novel therapy offers the first FDA-approved option to address the root cause of this ultra-rare condition, which causes progressive muscle weakness impairing walking, breathing, and swallowing. This novel therapy offers the first FDA-approved option to a…
Earnings live: Palantir stock rises modestly on strong results, Hims & Hers stock surges
Third quarter earnings season is in full swing, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Chiesi Global Rare Diseases and Protalix BioTherapeutics Seek Re-examination from the EMA for the Negative Opinion for Elfabrio (pegunigalsidase alfa) Alternative Dosing Regimen of Every Four Weeks in the EU
— Every two weeks remains approved as a dosing regimen of Elfabrio in the EU — — Every two weeks remains approved as a dosing regimen of Elfabrio in the EU —
Nyxoah to Participate in the Stifel 2025 Healthcare Conference
Nyxoah to Participate in the Stifel 2025 Healthcare Conference Mont-Saint-Guibert, Belgium – November 3, 10:05pm CET / 4:05pm ET – Nyxoah SA (Euronext……
Pfizer files second lawsuit against Novo Nordisk, Metsera in bidding war over obesity biotech
The suit escalates a battle between Pfizer and Novo Nordisk over Metsera, whose obesity pipeline could yield new competitors in the weight loss drug market.
Trump's Crypto Blueprint Unveils This Infrastructure Powerhouse With new executi
Institutions are loading up while it still trades at a discount. Get the full intelligence for just $3.
💰 Investment Opportunities
CYTK Investors Have Opportunity to Lead Cytokinetics, Incorporated Securities Fraud Lawsuit with the Schall Law Firm
CYTK Investors Have Opportunity to Lead Cytokinetics, Incorporated Securities Fraud Lawsuit with the Schall Law Firm……
Pelvic Inflammatory Disease Treatment Market to Reach USD 5.09 Billion by 2034, Driven by Rising STI Cases and Growing Awareness
The global pelvic inflammatory disease treatment market size is calculated at USD 3.65 billion in 2025 and is expected to reach around USD 5.09 billion by 2034, growing at a CAGR of 3.75% for the forecasted period. The global pelvic inflammatory disease treat…
Meta Stock Up 8%. Why Zuckerberg’s Innovation Drought May Sink $META
While Meta's latest results beat expectations, its big AI capex budget is spooking investors who do not see how revenues will result. Amazon and Google show an ROI.
Cogent Biosciences Reports Recent Business Highlights and Third Quarter 2025 Financial Results
Phase 3 PEAK results in 2nd-line GIST patients expected in November; pivotal APEX results in AdvSM patients expected in December Breakthrough Therapy……
Lyell Announces Two Oral Presentations from the Phase 1/2 Clinical Trial of Ronde-Cel for the Treatment of Aggressive Large B-Cell Lymphoma at the 67th ASH Annual Meeting and Exposition
SOUTH SAN FRANCISCO, Calif., Nov. 03, 2025 (GLOBE NEWSWIRE) — Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a pipeline of next-generation CAR T-cell therapies for patients with cancer, today announced that two abstracts hig…
Bitcoin In Serious Danger of Disappearing From Exchanges…
This could be the biggest “supply shock” in financial history! Bitcoin on exchanges is being bought up faster than miners can mine it. The smart money like BlackRock, Goldman Sachs, and MicroStrategy are doubling, tripling, quadrupling down. And they're doing everything they can to buy up ONE altcoin before prices blast-off like a Space X rocket. Discover the ONE altcoin smart money is buying up before Bitcoin's supply shock.
