DHUnplugged #776: Same Story Line

Supreme Court Ruling on tariffs within weeks….

Say goodbye to the penny!

November heading for a potential fall.

Splits – Are they back?

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INTERACTIVE BROKERS

Warm-Up - Supreme Court Ruling on tariffs within weeks.... - Say goodbye to the penny - November heading for a potential fall - Prediction - When will US Government Reopen - New Term - AI Washing

Markets - OpenAI - even more deals - Palatir Earnings - Serepta FLOP -AMAZON BLOWOUT - Splits - Are they back?

Election Day - Updates?

The SAME Stories are making their way around - Seasonally good time for equities - Don't fight the Fed - Earnings trend - Buybacks again

Under/Over on When US Government Opens - November 10th - Under/Over?

November Outlook - On the heels of a good October... - Question: How much more is in the tank for blowouts? Earnings season is about over and what are other catalysts - Aside from Santa? - More NVDA excitement? More OpenAi deals??? - So much good news is priced in it is hard to imagine HUGE upside

AI Washing - AI washing is a deceptive marketing tactic where companies exaggerate or falsely claim to use artificial intelligence in their products to appear more innovative and advanced. - It is also used when layoffs occur to say that there is less need for employees due to advances in technology. - Corporate giants Amazon, UPS and Target each announced layoffs in recent weeks totaling more than 60,000 jobs cut this year.

Amazon - Great earnings - stock up HUGE to ATH ater the report - Amazon beats by $0.38, beats on revs; guides Q4 revs in-line - Reports Q3 (Sep) GAAP earnings of $1.95 per share, $0.38 better than the FactSet Consensus of $1.57; revenues rose 13.4% year/year to $180.17 bln vs the $177.91 bln FactSet Consensus. - Co reports Q3 operating income, excluding items, of $21.7 bln vs prior guidance of $15.5-20.5 bln. - North America segmen