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Nasdaq Frenzy: Tech Titans’ AI-Fueled Surge Hits Records Ahead of Fed Cut & Earnings Bonanza
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Nasdaq Today (Nov. 5, 2025): Tech Rebounds on ADP Beat; AMD Rises, Super Micro Sinks

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5 November 2025

Published: November 5, 2025

Key Takeaways

  • Nasdaq snaps back from Tuesday’s 2% selloff as tech shares rebound; the Nasdaq Composite traded ~0.9%–1.1% higher intraday (around 23,560–23,610). [1]
  • Private payrolls rose by 42,000 in October, topping forecasts and helping risk appetite recover. [2]
  • Pre‑market jitters eased after an early drop in futures tied to valuation fears in AI leaders. [3]
  • Stock‑specific drivers:AMD gained after raising Q4 revenue guidance; Super Micro Computer fell on a revenue/profit miss tied to GPU rack delivery delays; Palantir remained under pressure following a post‑earnings slide and headlines about Michael Burry’s bearish options positions. [4]
  • Macro backdrop: The U.S. Supreme Court’s tariff case—a major test of presidential trade powers—kept trade‑policy risk in focus. [5]

Market Snapshot — Midday, Nov. 5, 2025

  • Nasdaq Composite: up roughly 1% intraday; session range ~23,287–23,637 after Tuesday’s close at 23,348.64. [6]
  • Context: The bounce follows Tuesday’s tech‑led tumble (Nasdaq −2.0%), which rippled overnight into Asia/Europe and briefly into U.S. futures this morning. [7]
  • Drivers: Stronger‑than‑expected ADP private payrolls (+42k) and steadier mega‑cap tech sentiment. [8]

What Moved the Nasdaq

1) Macro: Jobs, Yields, and Tariffs

  • ADP Private Payrolls (Oct): +42,000 vs. a smaller consensus, providing a modest growth signal during the federal data blackout and helping equities stabilize. [9]
  • Tariffs in the dock: The Supreme Court heard arguments on whether emergency powers can support sweeping global tariffs—an overhang for trade‑sensitive sectors and inflation expectations. Markets monitored the tone for clues on future import costs. [10]
  • Overnight tone: After a brisk two‑day wobble tied to AI valuation concerns, U.S. futures dipped pre‑market before reversing as cash trading got underway. [11]

2) Earnings & Single‑Stock Moves

  • Advanced Micro Devices (AMD): Shares firmed after the company guided Q4 revenue above estimates, citing demand for AI‑centric chips—even as broader AI euphoria has cooled. [12]
  • Super Micro Computer (SMCI): Stock fell after missing quarterly revenue and profit, with management flagging GPU rack delivery delays caused by design changes for a large customer; the company did lift parts of its full‑year outlook but margin worries lingered. [13]
  • Palantir (PLTR): Continued to digest post‑earnings volatility and headlines around Michael Burry’s short positions against AI high‑flyers—part of the broader rotation away from richly priced AI names. [14]

The Day’s Timeline

  • Before the bell: U.S. futures slipped for a second day amid valuation anxiety in semis and AI software. [15]
  • Opening hours: Buying interest returned as the ADP report beat estimates and dip‑buyers stepped into mega‑cap tech. [16]
  • Midday: The Nasdaq Composite held gains near ~1%, with breadth improving from Tuesday’s 3:1 decliners‑to‑advancers ratio on the Nasdaq. [17]

Why It Matters

  • Positioning risk: After record or near‑record levels in late October, crowded AI trades are vulnerable to guidance hiccups and macro surprises. A soft patch (e.g., Super Micro’s delays) can quickly spill across the Nasdaq‑100 given index concentration. [18]
  • Policy risk: The tariff case could shape corporate costs and margins into 2026. A decision curbing unilateral tariff powers may reduce policy volatility—while an endorsement could keep import costs and inflation uncertainty elevated. [19]

What’s Next (Tonight & This Week)

  • After the close (Nov. 5): Heavy Nasdaq‑listed earnings slate including Qualcomm (QCOM) and Arm (ARM); Robinhood (HOOD) also reports. Watch commentary on AI, handset demand, and data‑center trends. [20]
  • Data: With the government shutdown delaying official releases, private reports (ADP, ISM) may continue to drive intraday swings. [21]

Quick Hits — Stocks on the Radar

  • AMD (AMD): Q4 revenue view $9.3B–$9.9B vs. ~$9.2B consensus; AI server momentum in focus. [22]
  • Super Micro (SMCI): Missed Q1; cited GPU rack validation delays; raised parts of FY revenue outlook but margins scrutinized. [23]
  • Palantir (PLTR): Pullback persists amid valuation skepticism despite upbeat revenue view. [24]

Methodology & Notes

This roundup emphasizes news published on Wednesday, November 5, 2025, drawing on intraday index levels, economic data prints, and corporate reports from reputable outlets (Reuters, WSJ, AP, etc.). Market levels cited reflect the latest available intraday readings at time of writing; percentages and prices may change by the close. [25]

4 Stocks to Buy Now‼️November 2025
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References

1. www.reuters.com, 2. www.reuters.com, 3. www.reuters.com, 4. www.reuters.com, 5. www.reuters.com, 6. www.reuters.com, 7. apnews.com, 8. www.reuters.com, 9. www.reuters.com, 10. www.reuters.com, 11. www.reuters.com, 12. www.reuters.com, 13. www.reuters.com, 14. www.reuters.com, 15. www.reuters.com, 16. www.reuters.com, 17. www.reuters.com, 18. www.wsj.com, 19. www.reuters.com, 20. www.wsj.com, 21. www.reuters.com, 22. www.reuters.com, 23. www.reuters.com, 24. www.reuters.com, 25. www.reuters.com

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Marcin Frąckiewicz Latest posts

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

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Stock Market Today

  • DuPont stock soars after Qnity spin-off prompts rating/price-target update
    November 5, 2025, 7:50 PM EST. DuPont's post-spin rally in its newly independent Qnity Electronics unit has investors watching the stock, with DuPont up roughly 16% over the past three sessions and trading near split-adjusted highs just under $40. The move reflects valuation work, not a dramatic earnings upgrade, as the market narrows the gap vs. peers. Bloomberg pegs the 12-month target on the new DuPont at about $44, signaling additional upside if multiples sustain. Meanwhile, Qnity Electronics has faced its usual spin-off volatility, dipping about 4% on the latest session. Our stance remains disciplined: we're watching for signs of sustained momentum or a material earnings catalyst before changing our rating or price target.
  • Top Director Buys: Hawkesby's $5.3M Bet on REYN (Reynolds Consumer Products)
    November 5, 2025, 7:46 PM EST. Directors buying stock signals confidence. Duncan Hawkesby, Director at Reynolds Consumer Products (REYN), invested a total of $5.3M across two purchases in late August. The transactions: 71,586 shares at $23.05 and 159,506 shares at $22.99, averaging $23.01. The stock last traded around $24.81, up about 0.9% on the day. The chart shows a 52-week range of $20.91-$28.66. The company's dividend is $0.92 per share, with an approx. 3.7% annualized yield. This insider activity may signal optimism about near-term progress.
  • Masco's Dividend Yield Surges Above 2% as MAS Trades Near Lows
    November 5, 2025, 7:44 PM EST. On Wednesday, Masco Corp (symbol: MAS) yielded above 2% based on its quarterly dividend (annualized to $1.24). The stock traded as low as $61.51, highlighting a yield that may appeal to income-focused investors. Dividends have historically contributed a meaningful share of market returns; for example, if you'd bought the SPY in 1999 and held through 2012, you'd have collected substantial dividend income that offset equity declines, yielding a positive total return even with price drops. Masco remains an S&P 500 member, underscoring the potential stability of its dividend. Of course, dividends aren't guaranteed and depend on profitability; investors should review Masco's history to gauge whether the current yield is sustainable.
  • Essex Property Trust (ESS) Crosses 4% Yield on Strong Dividend
    November 5, 2025, 7:42 PM EST. Essex Property Trust Inc. (ESS) is trading with a dividend yield above the 4% mark after its quarterly payout, annualized at $8.8 per share, with a session low around $217.36. The stock's income component matters, as dividends have historically bolstered total return even when price moves dampen capital gains. A long-term example shows SPY investors would have collected meaningful dividends-though price depreciation can mute growth-highlighting why a sustainable yield can be attractive. ESS, a member of the S&P 500, has a history of growing its payout for more than 20 years, positioning it among well-established Dividend Aristocrats. See which other dividend stocks recently went on sale.
  • Ryman Hospitality Properties (RHP) Clears 5% Yield Threshold on Quarterly Dividend
    November 5, 2025, 7:40 PM EST. Ryman Hospitality Properties Inc (RHP) is yielding above 5% after annualizing its quarterly dividend to about $4.60 per share, with the stock trading near $89.89. As a member of the Russell 3000, RHP sits among the larger U.S. stocks whose income may appeal to dividend-focused investors seeking steady cash flow. The piece notes that dividends can noticeably boost total returns, using the IWV example to show how payouts can offset price declines over time. While a 5% yield looks attractive, sustainability hinges on profitability and payout history. Readers are invited to explore related dividend stocks and a standard disclaimer that views reflect the author's perspective.
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