US rare earth stocks are doing great, but they’re (almost) all unprofitable. Nuclear stocks are all over the place after the Janus program was announced.

And a congressman just bought calls on… the whole market. When politicians are positioning for market growth but the Beige Book is saying inflation is going up, what do you do?

For now, it might be best to unwind with a cocktail at Death & Co.’s bar:

In partnership with Death & Co.

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Stocks closed mixed on Wednesday as Wall Street weighed strong bank earnings against ongoing US-China trade tensions and the government shutdown.

Walmart stock hit another record high, climbing nearly 2% to just over $109 after announcing a partnership with OpenAI. The retailer will integrate ChatGPT into its online shopping experience, allowing instant checkout and conversational search. Shares have gained 21% this year, outpacing the broader market.

US Treasury Secretary Scott Bessent reported that private companies are moving in on rare earths in light of China’s control over the global industry. The industry has seen massive growth in the US (despite the fact that almost all the companies are not profitable yet). Here’s a list of rare earths companies that could get investment from the White House and/or JP Morgan’s $1.5 trillion investment plan:

Congress trading alpha: Representative Robert Bresnahan just disclosed a bunch of call purchases on… index funds ($QQQ, $SPY, and $IWM). Why is it important to note that these were index fund options and not single stocks? We think this means Bresnahan is betting on continued market upside in general, which is quite a vote of confidence. Take note.

A former Meta executive (now UK politician) says the chance of an AI correction is “pretty high,” referencing the “absolute spasm of almost daily, hourly, deal making” in the industry.

United Airlines beat Q3 earnings expectations, posting adjusted EPS of $2.78 versus $2.66 estimated and revenue of $15.2 billion, up 3% year over year. The airline raised Q4 guidance, topping forecasts, as premium cabin revenue rose 6%. CEO Scott Kirby credited investments in customer experience and loyalty programs.

Bank of America and BNY Mellon were sued by a woman alleging they knowingly provided financial services to Jeffrey Epstein’s trafficking network. The lawsuit follows prior settlements with JPMorgan and Deutsche Bank totaling $365 million. Both banks declined to comment.

Major semiconductor maker TSMC (TSM) posted incredible earnings results, with 39% profit growth YoY, 30% revenue growth, and ~14% net income growth. According to AltIndex, Reddit mentions of the company are up 445% in the past 24 hours, web traffic is up 38% over the past three months, and Congress members Cleo Field and Valerie Hoyle bought TSM in September. See all the alternative data and AI stock rating here →

The central bank’s Beige Book report stated that tariffs are indeed pushing prices higher and hurting consumers, which does not sound like rate cutting material. This stands in stark contrast to Fed Chair Jerome Powells recent openness to further cuts throughout the remainder of 2025.

Blackstone launched a new unit to channel retirement savings into private market investments, targeting the $9.3 trillion 401(k) market. The initiative follows President Trump’s August executive order expanding access to alternative assets in retirement plans. Heather von Zuben will lead the division, with Tom Nides as chair.

Nuclear stocks swung wildly after the US Army unveiled the “Janus Program” to deploy microreactors at military bases. NuScale surged 16%, while Oklo and Nano Nuclear slipped. Centrus Energy jumped 10%. The initiative aims to have a reactor operational by 2028 under President Trump’s executive order to accelerate advanced nuclear deployment.

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“Nebius is interesting, PATH seems too good to be true but the tech is awesome, I also saw a DD on Embecta that peaked my interest. All are pretty risky but could benefit from reddit hype if they start/keep posting decent numbers. I'm also already up on NEOV so thanks for that.”

“gold/silver”

“Armanino Foods of Distinction (AMNF)”

“Actually its GOLD! Combined with the 3 mining positions I bought they have returned more real dollars than my 1 NVDA position.”

“Google”

“HOOD”

“GLXY”

“GRAIL”

“ASTS”

“Broadcom too $AVGO”

“AMD”

We love hearing from you, and we deeply appreciate your feedback.

That’s all for today. Did we miss anything? Smash the reply button to let me know.

Cheers,
Brandon & Blake of Invested Inc