Here’s your wrap for Mon, Nov 3 – Fri, Nov 7, 2025 (rounded to the dollar).
Weekly Market Summary:
A whipsaw Friday saw the S&P 500 finish roughly flat, the Dow −0.7% on the day, and the Nasdaq +0.1%, after early steep losses reversed into the close. For the week, S&P +0.1%, Dow +0.3%, Nasdaq −0.5%, underscoring rotation out of pricey tech and into steadier names. Pressure centered on semiconductors after export-control headlines hit spending in China, while broader tech reeled from fading odds of a December Fed cut. Hawkish tones from Fed officials kept rate-cut expectations on the back foot, stoking intraday volatility. Context: the week followed a heavy tech rout, but buyers emerged into the weekend, limiting index damage and keeping YTD gains intact.
Five Stocks Worth Watching:
- Nvidia (NVDA): Intraday swing helped steady the Nasdaq into a modest Friday gain; still the market’s AI barometer.
- Applied Materials (AMAT): Slumped on China-spending risk tied to tighter U.S. export rules—key read-through for semi-capex.
- Advanced Micro Devices (AMD): Moved with the chip complex as AI/PC demand expectations reset.
- Walmart (WMT): In focus on leadership headlines; mega-cap consumer bellwether for retail spending tone.
- Cidara Therapeutics (CDTX): Spiked on Merck deal news—small-cap biotech with event-driven momentum.
What The Prediction Markets Says (As Of November 14, 2025):
- Polymarket — Who will vote “Yea” on an Epstein disclosure bill/resolution in 2025? (Mike Johnson @ 57% Chance, Steve Scalise @ 50% Chance)
- Kalshi — Who will be named in the Epstein files released this year? ( Jimmy Kimmel @ 35% Chance, Jay-Z @ 35% Chance)
- PredictIt — Trump’s RCP Approval On November 19? (33% on 42.1% 10 42.3%, 25% on 41.8 to 42.0%)
- Smarkets — Who will win the 2028 United States presidential election? (25.00% to JD Vance, 16.67% to Gavin Newsom, 6.06% to Alexandria Ocasio-Cortez)
- Manifold – TIME Magazine’s 2025 Person of the Year? (24% to AI, 17% to Pope Leo XIV, 7% to Zohran Mamdani)
Please note that stock market investments carry inherent risks, and past performance does not guarantee future results.
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