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Stocks soared Monday, November 10, 2025, with a rally that could make even the most seasoned bear consider a hibernation sabbatical. Wall Street’s major indexes leapt as Congress inched closer to ending the record-breaking government shutdown, unleashing the kind of risk-on mood that calls for celebratory confetti—preferably recycled from last week’s shredded retail reports. Also, with AI stocks soaring today, the government dusting off its economic calculators, and the gold bugs dancing, Monday offered market watchers just enough drama to make the wait for delayed data seem almost entertaining. Investors can only hope Congress keeps the shutdowns as rare as a unicorn sighting—and leaves the market fireworks to Wall Street.

Index Performances

  • S&P 500 climbed 103.63 points, or 1.54%, to 6,832.43, led by consumer and tech titans flexing post-shutdown optimism.
  • Dow Jones Industrial Average gained 381.53 points, or 0.81%, closing at 47,368.63, with airlines and restaurant giants feasting on stimulus rumors like it’s Thanksgiving early.
  • Nasdaq Composite roared 522.64 points higher, rising 2.27% to finish at 23,527.17, thanks to AI and chip stocks leading a comeback worthy of a Silicon Valley reboot.
  • Russell 2000 index advanced 22.82 points, or 0.94%, to 2,455.65, with small caps playing catch-up as risk appetite returned.

Macroeconomic and Fed Reports

Monday delivered little in the way of fresh macro data—thanks, government shutdown!—but optimism is high for a bevy of backlogged reports to follow once the lights are on at the Bureau of Labor Statistics. The latest ADP private payrolls showed a solid 42,000 increase for October, keeping interest rate cut hopes alive, while the September jobs report (finally!) is expected to arrive imminently.

Treasury yields rose, with the 10-year closing at about 4.121%, the 2-yr at 3.601%, and market watchers now pencil in nearly a 60% chance of a Fed rate cut next month. FOMC’s next scheduled rate decision comes in December, and the bond market seems determined to front-run the Fed’s dovish pivot. Tariff news was equally dramatic: Supreme Court justices expressed skepticism over the legal basis for Trump-era Section 301/IEEPA tariffs, suggesting possible refunds of $130-$140 billion—though fiscal impact is expected to be modest.

Commodities and Crypto

  • Gold hit a two-week high, trading above $4,123.40 per ounce as traders priced in reopening hopes and more dovish Fed action.
  • Silver rallied to50.405 per ounce.
  • Crude oil bounced but remained rangebound amid broader commodity volatility closing at $60.05/bbl.
  • Bitcoin rebounded ~1.79% to $105,890, with bullish sentiment returning after a surprise dip below $100,000 last week and traders pining for a year-end run toward $150,000.

Corporate News and Stock Highlights

  • Eli Lilly (LLY) surged 4.8% to a record $969.14 after an analyst upgrade and a landmark Medicare pricing deal for GLP-1 drugs, cementing its place atop the obesity and diabetes therapeutics mountain.
  • NVIDIA (NVDA) jumped ~5%, leading the AI rebound and riding momentum into tomorrow’s catalyst-heavy earnings and partnership news with OpenAI—a pivotal week for the chip champ.​​
  • Apple (AAPL)Meta (META)Broadcom (AVGO), and Tesla (TSLA) joined the “Magnificent Seven” revival. Tesla rose 3.6% despite executive exits and China sales hitting a three-year low—fear not, Elon’s drama remains bullish for volatility traders. Meta secured a rating upgrade, despite being the year’s “Magnificent Seven” doormat after a bout of aggressive AI spending; cue the Mark Zuckerberg meme parade.
  • Palantir Technologies (PLTR) led S&P gainers, up 8.81% as investors bet on its government and White House ties, data contracts, and bold AI ambitions.
  • Broadcom (AVGO, +2.56%) basked in bullish analyst target hikes fueled by its OpenAI partnership for custom AI chips.
  • OKLO (OKLO) slipped 1% amid investor jitters, pending an earnings call tomorrow, but made headlines with a $2 billion nuclear fuel partnership and remains up 425.29% YTD.
  • Opendoor (OPEN, $7.97, +21.49%), Nokia (NOK, +1.90%), McDonald’s (MCD, -.19%), Rio Tinto (RIO, $70.29, +1.38%, Oracle (ORCL, +.66%), and Intel (INTC, +.84%) saw mixed action, with Nokia riding 5G expansion news in Latin America, Oracle weathering insider selling, and McDonald’s surfing alongside broader consumer and restaurant sector strength

VP Watchlist Updates

Modular Medical, Inc. (Nasdaq: MODD., $.5095)), a leader in innovative insulin delivery technology, announced (Nov. 3) the successful validation of its Pivot controller line, a critical milestone in preparing for the commercial launch of its Pivot patch pump targeted for Q1 2026. The Pivot controller line validation further demonstrates manufacturing readiness for high-volume production, positioning Modular Medical to meet the growing demand in the diabetes treatment market for advanced technology.

Eupraxia Pharmaceuticals Inc. (NASDAQ: EPRX, $6.23, +14.84%), a clinical-stage biotechnology company leveraging its proprietary Diffusphere™ technology to optimize local, controlled drug delivery for diseases with significant unmet need, announced (Nov. 4) its financial results for the third quarter of 2025 and provided a business update. Dr. James Helliwell, Chief Executive Officer of Eupraxia stated, “The compelling 52-week data from our RESOLVE trial reported this quarter further reinforce the potential of EP-104GI as a highly effective and durable treatment for eosinophilic esophagitis (EoE). Our highest-dose cohort delivered the largest improvements in tissue health outcomes and eosinophil reduction observed to date, with no additional safety concerns. Coupled with the successful completion of our $80.5 million financing supported by strong life-science focused investors, we are now well resourced to advance the EP-104GI program, including through topline data from the Phase 2b RESOLVE Trial expected in the third quarter of 2026.”

GeoVax Labs, Inc. (Nasdaq: GOVX, $.5008), a clinical-stage biotechnology company developing multi-antigen vaccines and immunotherapies for infectious diseases and cancer, announced that it will report its financial results for the quarter ended September 30, 2025, after the close of U.S. markets on Thursday, November 13, 2025. Following the release, management will host a live conference call and audio webcast at 4:30 p.m. ET to review results and provide a business update.

Volato Group, Inc. (NYSE American: SOAR, $1.47, +5%) and M2i Global, Inc. (MTWO) announced (Oct. 16) the next phase of development of the digital and commercial infrastructure underpinning the U.S. Strategic Mineral Reserve (SMR). M2i initiated the SMR framework and technical specifications earlier this year. Volato is now applying its proven enterprise-software expertise to build and operationalize the secure technology backbone that will support critical mineral traceability, contracting, and compliance across the United States and allied nations. This infrastructure is being developed to serve as the market-facing layer of the U.S. Strategic Mineral Reserve initiative, providing miners, refiners, recyclers, manufacturers, and government entities with a trusted environment for physical critical mineral transactions—with verified provenance, end-to-end custody visibility, and regulatory compliance at its core.

Serina Therapeutics (NYSE American: SER, $3.99, +2.05%) stands at a pivotal juncture as it harnesses fresh capital, regulatory momentum, and a sharpened communications strategy to propel its lead program, SER-252, into late-stage clinical testing for advanced Parkinson’s disease. The Alabama-based biotech is betting its proprietary POZ platform and reimagined approach to apomorphine delivery may redefine the treatment paradigm for patients who have exhausted standard oral therapies.

The InterGroup Corporation (NASDAQ: INTG, $36.88, +1.60%) reported results (Oct. 9) for the fiscal year ended June 30, 2025, including improved segment income in Hotel and Real Estate, increased liquidity, the alleviation of going-concern uncertainty at majority-owned subsidiary Portsmouth Square, Inc., and the Company’s return to compliance with Nasdaq listing requirements.

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