U.S. Weekly Update – The Fed Flies Blind: Markets Look For A Compass

TalkMarkets - Tue, 11/04/2025 - 12:23
U.S. money market funds recovered this week, with an impressive $23.2 billion in net flows, a steep reversal from the $21 billion in outflows recorded the prior week.

Tesla Stock Down Over 2% As Musk Pay Vote Nears: What To Expect?

TalkMarkets - Tue, 11/04/2025 - 12:20
Tesla stock fell in early trading on Tuesday as investor uncertainty mounted over Chief Executive Elon Musk’s proposed $1 trillion compensation package.

Palantir Has “Confounded” Most Analysts, CEO Says After Strong Q3

TalkMarkets - Tue, 11/04/2025 - 12:19
Palantir is one of the leading AI companies, providing software that allows large organizations to gather and consolidate data and develop AI models to deploy the data effectively.

November 2025 Perspective

Seeking Alpha - Tue, 11/04/2025 - 12:12

Microsoft Produces Strong FCF As Expected - Shorting OTM Puts Is An Attractive Play

TalkMarkets - Tue, 11/04/2025 - 12:10
Microsoft Corp produced 33% higher free cash flow for the quarter ending Sept. 30. Moreover, it generated a strong 33.3% FCF margin after heavy AI capex.

The Bloodbath Has Arrived

TalkMarkets - Tue, 11/04/2025 - 12:05
In investing, nothing goes straight up or straight down. And since April, stocks have been on a historic run.

Gold Price And Gold Stocks Slide, But The Medium-Term Bearish Case Is Likely Much Bigger

TalkMarkets - Tue, 11/04/2025 - 11:55
With the USD Index breaking above 100, bitcoin flashes major warning signs — and precious metals could be next.

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