"funny how participants are so used to risk rallies that a new all-time high in SPX no longer merits a bloomberg red headline (“of course we’re at all-time highs – that’s what stocks do”)" - Goldman's Brian Garrett
https://nitter.poast.org/zerohedge/status/2010572354057887867#m
Morgan Stanley On Opportunities Amid Venezuela's Shock, Markets' Calm https://www.zerohedge.com/markets/morgan-stanley-opportunities-amid-venezuelas-shock-markets-calm
https://nitter.poast.org/zerohedge/status/2010558633264689188#m
Goldman's Peter Callahan on Semis: "uhhhhh. what exactly is going on?! ... Semicap, Memory and Analog up +15-50% to start the year vs all of the ‘compute’ names flat/down (AMD, NVDA, AVGO)"
https://nitter.poast.org/zerohedge/status/2010556416222781547#m
bitcoin starting to be less confused about all of this
zerohedge (@zerohedge)
Pulte Says US Already Has Put in a $3b Buy of Mortgage Bonds
bitcoin very confused about this
— https://nitter.poast.org/zerohedge/status/2009703606623310092#m
https://nitter.poast.org/zerohedge/status/2010543302873956777#m
Despite the war between Trump and Powell going nuclear, odds of a federal charge against the Fed Chair remain muted, at just 18% on Polymarket
https://nitter.poast.org/zerohedge/status/2010538507626820039#m
K-Shaped Economy Is Here To Stay As Goldman's Consumer Dashboard Shows Growing Divide https://www.zerohedge.com/markets/k-shaped-economy-here-stay-goldmans-consumer-dashboard-shows-growing-divide
https://nitter.poast.org/zerohedge/status/2010523401236951120#m
Nothing like an emergency 50bps rate hike to make it even more exciting.
Federal Reserve (@federalreserve)
Video message from Federal Reserve Chair Jerome H. Powell: https://www.federalreserve.gov/newsevents/speech/powell20260111a.htm
Video
— https://nitter.poast.org/federalreserve/status/2010510130970849338#m
https://nitter.poast.org/zerohedge/status/2010520713992479166#m
Trump Order Taking US Out Of UN Climate Orgs Caps Flood Of Corporate Exits https://www.zerohedge.com/geopolitical/trump-order-taking-us-out-un-climate-orgs-caps-flood-corporate-exits
https://nitter.poast.org/zerohedge/status/2010514593999618285#m
POWELL: I WILL CONTINUE TO DO JOB SENATE CONFIRMED ME TO DO
Be 6-12 months behind the curve
https://nitter.poast.org/zerohedge/status/2010512818529845666#m
*POWELL: THIS IS ABOUT WHETHER FED CAN SET RATES INDEPENDENTLY
*POWELL: DOJ SERVED FED WITH SUBPOENAS, THREATENING INDICTMENT
zerohedge (@zerohedge)
US PROSECUTORS OPEN PROBE INTO FED'S POWELL ON HQ REVAMP: NYT
— https://nitter.poast.org/zerohedge/status/2010504760676266064#m
https://nitter.poast.org/zerohedge/status/2010510701337383078#m
AOC Joins Top Dems In Abrupt Pivot Against 'Antisemitism' https://www.zerohedge.com/political/theyre-getting-front-something-democrats-make-abrupt-pivot-screaming-free-palestine
https://nitter.poast.org/zerohedge/status/2010505785600598446#m
US PROSECUTORS OPEN PROBE INTO FED'S POWELL ON HQ REVAMP: NYT
https://nitter.poast.org/zerohedge/status/2010504760676266064#m
In An Instant Trump Reordered The Global Geopolitical Map https://www.zerohedge.com/markets/instant-trump-reordered-global-geopolitical-map
https://nitter.poast.org/zerohedge/status/2010496976349982732#m
US Warns Americans To Leave Venezuela Immediately https://www.zerohedge.com/geopolitical/us-warns-americans-leave-venezuela-immediately
https://nitter.poast.org/zerohedge/status/2010488168630386793#m
MTG Denies 'Dangerous Lie' That She Tipped Off Code Pink To Trump's Location https://www.zerohedge.com/political/mtg-suspected-tipping-code-pink-protesters-trumps-location
https://nitter.poast.org/zerohedge/status/2010452940171911290#m
MN Lawmakers Say Fraud Whistleblowers Were Threatened With Retaliation https://www.zerohedge.com/political/mn-lawmakers-say-fraud-whistleblowers-were-threatened-retaliation
https://nitter.poast.org/zerohedge/status/2010435323902210190#m
Fast And Furious 47: The Midterm Elections Are Driving Everything https://www.zerohedge.com/markets/fast-and-furious-47-midterm-elections-are-driving-everything
https://nitter.poast.org/zerohedge/status/2010426516392366366#m
Charts In Focus: These Are Goldman's Top Tech Trader's 10 Biggest Questions For 2026 https://www.zerohedge.com/markets/charts-focus-these-are-goldmans-top-tech-traders-10-biggest-questions-2026
https://nitter.poast.org/zerohedge/status/2003860241964790005#m
Regenerative Farming Just Went Mainstream; Here's Why It Matters https://www.zerohedge.com/political/regenerative-farming-just-went-mainstream-heres-why-it-matters
https://nitter.poast.org/zerohedge/status/2000022971197346046#m
SUPREME COURT LETS TEXAS USE GOP-DRAWN VOTING MAP IN 2026
Activist judge rejected. Again
https://nitter.poast.org/zerohedge/status/1996717749842616802#m
FAA Prepared For Busiest Thanksgiving Travel In 15 Years https://www.zerohedge.com/weather/faa-prepared-busiest-thanksgiving-travel-15-years
https://nitter.poast.org/zerohedge/status/1992896007399489620#m
Washington Moves To Soften Penalties For Child-Sex Sting Suspects https://www.zerohedge.com/markets/washington-moves-soften-penalties-child-sex-sting-suspects
https://nitter.poast.org/zerohedge/status/1992404017788424390#m
India Could Cancel Up To 20% Of Its Planned Renewable Power Capacity As Buyers Dwindle https://www.zerohedge.com/markets/india-could-cancel-20-its-planned-renewable-power-capacity-buyers-dwindle
https://nitter.poast.org/zerohedge/status/1985844544760381941#m
And the simple reason why China dominates rare earth refining: it is big enough to store all the toxic byproducts. The world's largest REE mine, Bayan-Obo has produced over 70,000 tons of radioactive thorium stored in the area. But, the tailing pond lacks proper lining. As a result, its contents have been seeping into groundwater and will eventually hit the Yellow River a key source of drinking water for residents in 50 medium and large cities.
https://nitter.poast.org/zerohedge/status/1985576218364707207#m
These 2 Supreme Court Cases May Affect Future Elections https://www.zerohedge.com/political/these-2-supreme-court-cases-may-affect-future-elections
https://nitter.poast.org/zerohedge/status/1984013780481687656#m
RFK Jr. Says Officials Exploring Feasibility Of Breaking Up MMR Vaccine https://www.zerohedge.com/medical/rfk-jr-says-officials-exploring-feasibility-breaking-mmr-vaccine
https://nitter.poast.org/zerohedge/status/1984003933790933472#m
*COOK: Q1 2026 REVENUE TO BE BEST EVER FOR COMPANY AND IPHONE
https://nitter.poast.org/zerohedge/status/1984003688537690252#m
*NETFLIX ANNOUNCES TEN-FOR-ONE STOCK SPLIT
https://nitter.poast.org/zerohedge/status/1983990119939108878#m
Los Angeles Dethrones Chicago As 'Rattiest US City https://www.zerohedge.com/medical/los-angeles-dethrones-chicago-rattiest-us-city
https://nitter.poast.org/zerohedge/status/1983981261828837446#m
Premarket movers:
Mag 7 stocks mixed: Alphabet (GOOGL) gained 7% on Q3 results that beat expectations. Analysts are especially positive on its cloud-computing business. Meta Platforms (META) sank 8% after the Facebook parent reported third-quarter results and gave an outlook. Analysts noted some concern over the company’s heavy spending. Microsoft (MSFT) was down 2% after the software company reported its first-quarter results. Analysts are broadly positive on the report, especially growth in its Azure cloud-computing business, but said investor expectations were elevated (Apple (AAPL) +0.7%, Nvidia (NVDA) is flat, Tesla (TSLA) -0.5%, Amazon (AMZN) -0.5%)
Calix (CALX) rises 8% after the application software company reported third-quarter results that beat expectations and gave an outlook that is above the analyst consensus.
Carvana (CVNA) falls 7% after the used-car retailer failed to live up to “elevated buy-side bar.” The company said its loan performance was solid amid rising concerns about delinquencies and distress in subprime auto lending.
Chipotle (CMG) falls 17% after the restaurant chain lowered its full-year projection for comparable sales for a third time this year as customer traffic at its restaurants fell.
Eli Lilly & Co. (LLY) gains 4% after raising its full-year guidance as revenue from its blockbuster weight loss and diabetes drugs beat analysts’ estimates in the third quarter.
FMC Corp (FMC) sinks 29% after the agricultural chemical company reported worse-than-expected revenues and cut its guidance for the full year below analyst estimates.
FormFactor (FORM) rises 14% after the semiconductor manufacturing company reported third-quarter results that beat expectations and gave an outlook that is seen as strong, prompting an upgrade.
Guardant Health (GH) rallies 26% after the biotech company boosted its revenue guidance for the full year, beating the average analyst estimate.
Huntington Ingalls (HII) rises 3% after the military shipbuilder reported revenue for the third quarter that beat the average analyst estimate.
Insmed (INSM) climbs 12% after the biotech firm posted quarterly results.
MediaAlpha (MAX) climbs 11% after the insurance technology company reported its third-quarter results and gave an outlook that analysts are positive on.
REV Group (REVG) rises 6% after Terex agreed to buy the manufacturer of specialty vehicles.
Sprouts Farmers Market (SFM) tumbles 23% after the grocery store chain reported comparable store sales that missed estimates and lowered its forecast for full-year comp sales.
TransMedics (TMDX) drops 10% after the transplant-therapy company reported total revenue for the third quarter that fell short of the average analyst estimate.
https://nitter.poast.org/zerohedge/status/1983869675222995183#m
Truck Hauling COVID, Herpes-Infected Monkeys Overturns https://www.zerohedge.com/medical/truck-hauling-covid-herpes-infected-monkeys-overturns
https://nitter.poast.org/zerohedge/status/1983579637893492914#m
Gold Tests Down To $4000 As Big-Tech & Bitcoin Rally On China 'Deal' Hope https://www.zerohedge.com/markets/gold-tests-4000-big-tech-bitcoin-rally-china-deal-hope
https://nitter.poast.org/zerohedge/status/1982900640448713073#m
China convenes an unusually large meeting with more than 170 foreign businesses to reassure them its new export controls aren’t meant to restrict normal trade.
https://www.mofcom.gov.cn/xwfb/bldhd/art/2025/art_846f9acdc6d541dba633f021aa682586.html
https://nitter.poast.org/zerohedge/status/1980806742079381775#m
FBI Has Arrested 28,000 Violent Criminals Since Jan. 20: Trump https://www.zerohedge.com/political/fbi-has-arrested-28000-violent-criminals-jan-20-trump
https://nitter.poast.org/zerohedge/status/1980806348758560898#m
Sweden Tells Citizens To Prepare For "War Mode" https://www.zerohedge.com/geopolitical/sweden-tells-citizens-prepare-war-mode
https://nitter.poast.org/zerohedge/status/1980559723419115556#m
EU Energy Ministers Want To Finish Ditching Russian Gas In Two Years https://www.zerohedge.com/energy/eu-energy-ministers-think-they-can-ditch-russian-gas-two-years
https://nitter.poast.org/zerohedge/status/1980548398697632057#m
Victor Hanson: Who Or What Will Finally End Hamas? https://www.zerohedge.com/geopolitical/victor-hanson-who-or-what-will-finally-end-hamas
https://nitter.poast.org/zerohedge/status/1980537098307293318#m
Brazil Has The Worst Wealth Inequality In The World, Slovakia The Least https://www.zerohedge.com/personal-finance/brazil-has-worst-wealth-inequality-world-slovakia-least
https://nitter.poast.org/zerohedge/status/1980525751007924473#m
China GDP Grows At Slowest Pace In A Year Amid Crumbling Domestic Demand, Crashing Real Estate Market https://www.zerohedge.com/economics/china-gdp-grows-slowest-pace-year-amid-crumbling-domestic-demand-crashing-real-estate
https://nitter.poast.org/zerohedge/status/1980292970222911750#m
*US IS STALLING ON G-7 PLAN TO EXPAND USE OF RUSSIAN ASSETS
https://nitter.poast.org/zerohedge/status/1980292295963590892#m
Supreme Court Will Decide Whether Drug Users Can Possess Guns https://www.zerohedge.com/political/supreme-court-will-decide-whether-drug-users-can-possess-guns
https://nitter.poast.org/zerohedge/status/1980289455526162923#m
China property market. More than half of Chinese households' net worth is located here
https://nitter.poast.org/zerohedge/status/1980085704538677372#m
https://nitter.poast.org/zerohedge/status/1980284636270858515#m
Goldman Lists Four Reasons To Buy The Dip In European Defense Stocks https://www.zerohedge.com/military/goldman-lists-four-reasons-buy-dip-european-defense-stocks
https://nitter.poast.org/zerohedge/status/1980282900005142784#m
*APPLE SHARES RISE 3.1% TO HIT FIRST RECORD SINCE DECEMBER
https://nitter.poast.org/zerohedge/status/1980281504430256298#m
Was The CIA Misleading Witkoff & Kushner On Key Intel About Hamas During Critical Phase Of Peace-Talks https://www.zerohedge.com/geopolitical/was-cia-misleading-witkoff-kushner-key-intel-about-hamas-during-critical-phase-peace
https://nitter.poast.org/zerohedge/status/1980277866160959892#m
*AWS CONFIRMS SIGNIFICANT API ERROS AND CONNECTIVITY ISSUES
https://nitter.poast.org/zerohedge/status/1980276942541578569#m
Key Events This Week: CPI; Fed Blackout Joins Government Blackout https://www.zerohedge.com/economics/key-events-week-cpi-fed-blackout-joins-government-blackout
https://nitter.poast.org/zerohedge/status/1980275349482049844#m
After Reported "Shouting Match", Zelensky & Trump Agree Battlelines Should Be Frozen Before Final Peace Can Be Brokered https://www.zerohedge.com/geopolitical/zelensky-trump-agree-battlelines-should-be-frozen-final-peace-can-be-brokered
https://nitter.poast.org/zerohedge/status/1979979649925943704#m
CHEVRON EL SEGUNDO REFINERY HAS A UNPLANNED FLARE EVENT
Again. Is someone sabotaging it?
https://nitter.poast.org/zerohedge/status/1974530986189922509#m
And another
*TRUMP ADMIN. DISCUSSES TAKING CRITICAL METALS CORP. STAKE: RTRS
https://nitter.poast.org/zerohedge/status/1974249721628680418#m
The Bizarre Postcard Opinion Striking Down The Trump Visa Policies https://www.zerohedge.com/political/bizarre-postcard-opinion-striking-down-trump-visa-policies
https://nitter.poast.org/zerohedge/status/1973496962247713133#m
Speculative Fever Is Pitching Higher Across The Stock Market https://www.zerohedge.com/markets/speculative-fever-pitching-higher-across-stock-market
https://nitter.poast.org/zerohedge/status/1972652621350457768#m
Which Cities Have The Most Expensive Rent In The World? https://www.zerohedge.com/personal-finance/which-cities-have-most-expensive-rent-world
https://nitter.poast.org/zerohedge/status/1971103659862737236#m
Oklahoma To Establish Turning Point USA Chapters In All State High Schools https://www.zerohedge.com/political/oklahoma-establish-turning-point-usa-chapters-all-state-high-schools
https://nitter.poast.org/zerohedge/status/1970990418834665654#m
Alibaba Rips Higher As Plans To Boost AI CapEx Fuels Continued Mania https://www.zerohedge.com/ai/alibaba-rips-higher-plans-boost-ai-capex-fuels-continued-mania
https://nitter.poast.org/zerohedge/status/1970810516659446230#m
How Far Will The German Elite Go In Resisting The Winds Of Change? https://www.zerohedge.com/political/how-far-will-german-elite-go-resisting-winds-change
https://nitter.poast.org/zerohedge/status/1970367564434817313#m