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Stock Market Today

  • Stock futures little changed to start November amid AI-led momentum
    November 2, 2025, 6:20 PM EST. Stock futures were little changed to begin November, with S&P 500 futures up about 0.1% and Nasdaq-100 futures modestly higher; Dow futures rose roughly 16 points. The session followed October gains: S&P 500 +2.3%, Dow +2.5%, Nasdaq +4.7%. Gains were supported by continued AI momentum and easing U.S.-China trade tensions. More than 300 S&P 500 companies have posted Q3 results, with over 80% beating estimates; another 100+ names, including Palantir and AMD, report this week. The case for strength rests on AI spending visibility, Amazon's solid Q3, financials driving innovation via blockchain, and a dovish Fed with QT ending Dec 1. November is historically strong, but data delays from a government shutdown and tariffs news could weigh near-term.
  • Silvercorp Metals (TSX:SVM): Valuation Highlights After 53% 3-Month Rally
    November 2, 2025, 6:06 PM EST. Silvercorp Metals (TSX:SVM) has surged, with a 90-day return near 53% and a YTD gain of 100%, prompting fresh valuation debate. The narrative pins a fair value of CA$12.50 vs the CA$9.10 close, signaling upside for patient investors. Key drivers include ongoing mine developments at El Domo and Kuanping, expansion plans to lift volumes, and a sustained boost from global silver demand tied to renewables, EVs, and storage. About 66% of Q1 revenue came from silver, underscoring the metal's role in cash flow. The bearish voices warn that China-facing disruptions or cost inflation could erode gains. Analysts see outsized profits as central to the call, while risks remain-execution milestones and abroad diversification will be watched closely.
  • Why the Mag 7 Concentration Thesis Is Misleading-and Exiting Isn't the Answer
    November 2, 2025, 5:48 PM EST. This piece argues that doom-and-gloom headlines about the Magnificent Seven concentration are a faulty narrative. The author concedes the concentration is unusual, but warns that extrapolating a market collapse from a handful of names is a misread of fundamentals. The frequent Get Out Now framing resembles a Jenga tower that never collapses on cue; instead, the market can tolerate higher weights as long as earnings, cash flows, and growth drivers hold up. Exiting positions based on a thesis about concentration and fear ignores the broader market: passive inflows, stock-specific theses, and the possibility that other sectors grow to absorb weight. The piece hints at a more balanced approach: watch fundamentals, avoid emotion-driven moves, and consider that cures exist beyond simply selling.
  • Fake Nvidia keynote deepfake on YouTube highlights crypto-scam risk amid AI hype
    November 2, 2025, 5:36 PM EST. A convincing AI-generated Nvidia keynote deepfake drew nearly 100,000 viewers on YouTube before removal, illustrating how algorithmic promotion can outrun verified sources and fuel a crypto giveaway. Posing as 'Nvidia Live' during the real GTC, the hoax used an AI Jensen Huang and invited viewers to scan a QR code for a crypto distribution scheme. The incident underscores rising risks for investors amid AI hype, as platforms struggle with live-stream verification and crypto scams. It highlights the need for stronger identity checks, greater skepticism from users, and better due-diligence around events tied to major brands.
  • Meta Forecast 03/11: Struggling Post-Earnings; Key Levels at $600 and 200-Day EMA
    November 2, 2025, 5:32 PM EST. Meta Platforms (META) extended its post-earnings slide after missing profit expectations, even though revenue grew modestly. The stock traded lower on Friday, dipping toward the $600 support and below the 200-day EMA, raising questions about valuation amid renewed AI debates. The earnings miss could be a one-off, or a sign of a broader pullback, with some forecasting a potential rebound toward the $750 level if a floor forms. The author favors patience, suggesting buying on the "right side of the V" only after a clear bottom, and notes the market may test the gap before resuming higher. Traders are watching the chart and sentiment for the next move.