🐂 This Bull Market Isn’t Young… But It’s Far From Done.
It’s not a toddler finding its footing — and it’s not a retiree either. We’re mid-cycle, and that’s where things often get interesting. Yes, history gives us context. But it’s fundamentals — not birthdays — that decide how long a bull market lives. As the saying goes: “Bull markets don’t die of old age. They die from recessions or Fed tightening.” And right now, we see neither on the horizon for 2026. 📈 The takeaway: This run still has legs — just maybe a steadier, more mature stride. Do you think this bull still has room to run? 🐃👇 Source: Edward Jones
The cost of insuring against an Oracle default has surged following the company’s massive Q3 AI investment announcements – reaching levels not seen outside periods of major macro stress.
According to Goldman, Oracle’s CDS spreads have become a key sentiment indicator for the market’s appetite to finance large-scale AI spending. Source: HolgerZ, Bloomberg
Only 31% of companies started in 1998 were still alive in 2005.
Capitalism is brutal. Source: Brian Feroldi
🚨 Germany’s biggest carmaker is in trouble.
Volkswagen is staring at a potential €11 billion cash shortfall next year — a gap big enough to derail its investment plans and EV transition. Half-year profits are down 33%, and cash flow has turned negative (€1.4 billion). What’s driving the crisis? 🇨🇳 Weak sales in China 🇺🇸 Tariffs from the U.S. ⚙️ Fierce competition from fast-moving Chinese EV makers Now, cuts are hitting everywhere — marketing, sales, and even R&D. The company may be forced to sell assets just to fund new models and technologies. Executives are calling it “particularly fatal” — hitting right as Volkswagen tries to shift from combustion engines to electric. The once-unshakable German auto powerhouse is learning the hard way: 🔋 The EV race isn’t just about innovation — it’s about survival. Source: https://lnkd.in/gC5NC2YH, Bild
Big Move in AI + Mobility!
On Thursday, $NVIDIA dropped a game-changing announcement — it’s partnering with Uber Technologies to push the frontier of autonomous driving. Here’s what’s exciting 👇 🚗 Uber brings massive real-world driving data from millions of trips. 🧠 NVIDIA brings its Cosmos World foundational model — built to power self-driving intelligence. ⚡ Development will run on NVIDIA DGX Cloud, supercharging the entire training pipeline. The market noticed: Uber’s stock jumped after the news, as investors saw this as a strong move to cement Uber’s edge in next-gen transportation tech..
Don't tell your favorite bear, but November is the best month for stocks since 1950
It is the second best month the past 20 years, best month the past decade, and third best in a post-election year. Source: Ryan Detrick, CMT @RyanDetrick
Zero-revenue stocks are up 34% this year, outpacing the Mag 7.
Source: StockMarket.news
Goldman Sachs says its basket of most-shorted stocks is up 16% in October, on pace for its best month on record since 2008, far outpacing the S&P 500’s 0.7% gain.
At the same time, Goldman’s unprofitable tech basket, which includes names like Roku and Peloton, has also surged 16%, the strongest October since 2014. Source: StockMarket.news, Bloomberg
