Good Morning BullBuzzers!
“It is not the strongest of the species that survives, nor the most intelligent, but the one most adaptable to change.”
⚡TODAY IN 10 SECONDS
The S&P 500 fell 4.4% and the Nasdaq 5.5% Thursday, their worst day since April 2025, as Democratic election wins stoked fears that data-center rules will slow the AI buildout, and the VIX jumped to 28 while futures bounced this morning.
Our idea is Johnson & Johnson ($JNJ), a defensive that held up, with the October jobs report at 8:30.
FOCUS OF THE DAY
Secret #6: Adapt
Wednesday’s election rally lasted one session. Thursday the Nasdaq fell 5.52%, and the Dow lost 1,833 points as investors worried that a Democratic Congress will slow data-center permits and raise power costs, which hits chip, memory, and AI-hosting stocks hardest.
Chips fell 12% (a chip fund, $SOXX, lost 12.15%) while staples, utilities and communications lost under 1%. Adapting does not mean panic selling or defending yesterday’s thesis; it means shrinking size when volatility doubles (the VIX, Wall Street’s fear gauge, jumped to 28 from 16.6) and owning what still earns when the story changes.
Find all 10 Secrets to Success at the bottom of today’s issue.
📰 HEADLINES
The Nasdaq has its worst day since April 2025. The Nasdaq fell 5.52% to 24,315, the S&P 500 lost 4.36% to 7,353.73, and the Dow dropped 1,833 points, with all eleven S&P sectors lower. Nasdaq 100 futures are up about 1.5% this morning.
(Fox Business, Cappnotes, Vista Partners)
AI stocks crack on data-center politics. Nvidia fell 9.3% and AMD 17.3% as investors weighed whether Democratic wins bring permit limits and power-cost fights. SanDisk lost 22.3% and Micron 17.5%.
(Fox Business, Cappnotes, MarketSpeaker)
Oil rebounds as Iran talks wobble. Brent rose 3.8% to $98.29 on tanker attacks near Hormuz, partly reversing Wednesday’s 8.7% drop, and WTI settled near $90.5. Brent is near $98 this morning.
(Cappnotes, Vista Partners)
Yields slide before the jobs report. The 10-year fell to 4.84% and the 2-year to 4.46% as stocks sold off. Economists expect about 60,000 October jobs and 4.2% unemployment.
(Cappnotes, Vista Partners, Kiplinger, IndexBox)
AppLovin soars while DraftKings and Qualcomm slump. AppLovin jumped 31% on a profit beat ($4.30 vs $4.04) and a strong outlook, while Qualcomm fell 9.5% on a light forecast. DraftKings is down about 20% after hours on a revenue miss and a guidance cut.
(Cappnotes, Yahoo Finance, Casino.org)
🎯 IDEA OF THE DAY
Johnson & Johnson sells prescription drugs (Innovative Medicine, $16.8 billion of $25.4 billion in third-quarter sales) and medical devices (MedTech, $8.6 billion).
It raised 2026 guidance Oct 13 (EPS $11.05 to $11.15, revenue $101.0 to $101.4 billion), and patients buy its drugs and heart devices, whatever chips do. It fell 1.45% Thursday while $QQQ lost 6.5%, so it is where money rotates when leaders break.
A strong tech bounce can pull money out of defensives, and it trades about 1.9% lower pre-market. Health-care policy headlines can hit drug stocks. Next earnings are expected mid-January, outside the window.
🔔 HEADING INTO THE OPEN
Bird’s-Eye: A 4% drop and a bounce is not a bottom. With the VIX near 27 (about 27.2 live), swings of 2% to 3% are normal, so cut position size by a third rather than guessing the low.
Ground Level: Chips are bouncing 5% to 10% pre-market after the worst day since 2025. Do not chase the first rebound, and let $SMH hold $447 before buying any chip name.
Under the Hood: The October jobs report lands at 8:30, then consumer sentiment at 10:00, and CPI on Tuesday. Strong jobs with the 10-year back over 4.9% means trim tech, while weak jobs with yields falling means defensives lead.
In partnership with
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