Investment Review №333. Right to hedge
S&P 500 from November 3 to November 14, 2025
Key Events on the US Stock Market
03.11.2025 — 6851
- Palantir (PLTR) significantly exceeded market expectations for the quarter. The key growth driver was the accelerating momentum in U.S. commercial segment sales (+121% y/y), supported by a record volume of new contracts.
04.11.2025 — ▼6771
- AMD, Inc. (AMD) reported strong quarterly results and delivered an optimistic outlook for the current quarter, beating market expectations across all major metrics and business segments.
05.11.2025 — ▲6796
- According to ADP, the private sector added an average of about 10.5k jobs per week in October, well above expectations of +6.25k, signaling an unexpected improvement.
06.11.2025 — ▼6720
- Nov 2025 — Eli Lilly and Novo Nordisk announced an agreement with the Trump administration that provides for a substantial reduction in the prices of GLP-1 drugs and insulin.
11.11.2025 — ▲6846
- President Trump signed into law the bill previously passed by the Senate and the House of Representatives, ending the longest government shutdown in U.S. history, which lasted 43 days.
14.11.2025 — ▼6734
- Merck announced the acquisition of Cidara Therapeutics for $9.2 billion, consistent with the company’s long-term strategy as it prepares for the expiration of the Keytruda patent in 2028.