Happy Thursday! The market thought they had the Federal Reserve’s next move figured out; however, the newest minutes suggest otherwise, including a significant rift inside the central bank. Read on to see what’s coming next and how to protect your portfolio.

Also, thanks to record-breaking revenue and soaring demand, Nvidia easily topped analyst estimates and gave an even stronger outlook that surprised Wall Street. In addition, with all the AI bubble fear talk the last few weeks, Nvidia CEO Jensen Huang made sure to address it on the call. Click here to see what he had to say. 

Plus, if you’re looking for a high-growth opportunity in AI-powered cybersecurity, check out today’s sponsor.

In Today's Edition

• SPONSORED CONTENT

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• MARKETOPOLIS SPOTLIGHT

• MARKET HISTORY

The Fed Is Split — And A December Rate Cut Moves Further Away

The latest Fed minutes reveal a surprisingly deep rift inside the central bank, one far more significant than markets were prepared for, leaving even seasoned Wall Street analysts rattled.

What was once an almost guaranteed rate-cut decision a few weeks ago now seems like a slim chance of happening, according to the latest estimates. And with Wall Street expecting a cut, how much will that impact (if any) going forward? Protect your portfolio and read on to find out.

Cycurion Secures 30 Deals In 2025, Backlog Grows As AI Added To The Mix

Cycurion Inc. (CYCU), the IT cybersecurity and AI company, seems to be ending 2025 in a sweet spot. The company has $73.6 million in contracted backlog and is adding high-margin, in-demand AI to the cybersecurity mix.

That’s a winning proposition at a time when AI is in demand, which is why the record-setting backlog is from both the private and public sectors.

Florida state is one example. Under the terms of that deal, every Florida state agency, county, municipality or eligible entity can work directly with Cycurion.

Its deal with NACCHO is another example. NACCHO will roll out Cycurion’s AI-powered Cyber Shield and boost access to its 3,000+ member organizations. Cycurion has secured more than 30 new agreements so far in 2025. To learn about this cutting-edge cybersecurity company, click here.

This is a paid ad. Please see 17b disclosure here for more information.

Yesterday: U.S. indexes rebounded Wednesday as the Dow and S&P 500 snapped a four-day slide. Retail earnings were mixed, with Target and Lowe’s reporting better-than-expected results, but offering a somber outlook. After the close, Nvidia delivered stronger-than-expected earnings, sending stock futures soaring and boosting sentiment in growth-oriented sectors, led by communication services and technology, following Google’s release of its latest AI model, Gemini 3. Minutes from the Federal Reserve’s October meeting showed some support for a rate cut, though many officials indicated that holding rates steady in December could be appropriate. Market expectations for a December cut fell to 33%, down sharply from 70% two weeks earlier.

On Our Radar: The retail earnings bonanza continues this week with Ross (ROST) and Gap (GAP) set to report after the bell. Other notable companies also reporting after hours include Intuit (INTU), Veeva (VEEV) and Elastic N.V. (ESTC).

Shares of Coinbase (COIN) fell to their lowest level since mid-June, while Strategy (MSTR) plummeted to hit a 13-month low. Meanwhile, Constellation (CEG) and GE Vernova (GEV) both jumped on contract awards. But those weren’t the only companies making big moves. Here’s a look at some of the biggest winners and losers on Wednesday.

Discover how the market is moving with our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.

Pelosi Profits: One of Nancy Pelosi’s top picks is now up more than 300%, turning a small stake into a potential multi-million-dollar payoff. Here are all the details.

Buffett Strikes Again: Warren Buffett’s new Alphabet stake is already up big, proving the Oracle of Omaha still has the magic touch. Discover what Buffett sees in Alphabet that’s fueling all the excitement.

Nailed It… Or Not: Lowe’s reported earnings topped analyst estimates, but also gave a big warning. Is this an opportunity or a red flag? Click here to find out.

Cleanup On Aisle: A mix of wins and setbacks has Target facing a critical stretch. Read on for all the details and why it matters for the industry.

Robo Eats: From kitchens to sidewalks, autonomous robots are now joining Uber Eats and Shake Shack. Could this be the start of a delivery revolution? Dive in to explore the implications for restaurants and tech investors.

✈️ What’s Fueling The Next Wave Of Innovation In Regional Air Travel?

This week on Marketopolis, Surf Air Mobility ($SRFM) Co Founder Sudhin Shahani explains how regional aviation is changing through advancements in electrification, hybrid aircraft and software designed to streamline short-haul travel.

He walks through Surf Air Mobility’s unified model that brings scheduled flights, charter service and Surf OS together in one platform and shares how the company is approaching transparent communication with retail investors as the space evolves.

On This Day In 2001…

Enron’s unraveling sped up in a big way. The day after reporting earnings — a report that raised far more questions than answers — investors rushed for the exits. Enron’s stock fell 23% and closed around $7 a share, a shocking plunge for a company that had been a Wall Street favorite just a year earlier. The selloff reflected the market’s rapid loss of confidence as analysts and shareholders began to grasp the scale of Enron’s hidden liabilities and off-balance-sheet entities — warning signs that would culminate in its historic bankruptcy just 11 days later.

QUOTE OF THE DAY

“There's no such thing as wealth without risk.“

— Jack Bogle

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