New York, New York
— November 10, 2025

Market Rally Returns as Government Deal Boosts Confidence

After a tough stretch last week, markets kicked off Monday on a high note. The NASDAQ gained 2.25%, signaling renewed optimism as Washington appears to have reached a tentative government funding deal, removing one of the biggest overhangs from recent weeks.

Here’s a few more notes to kick off the week before we head out to Brooklyn to catch a live taping of the Pivot Podcast with Kara Swisher and Scott Galloway!

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Government Deal Annoucement: Why It Matters

A functioning government may sound basic, but it matters for market sentiment.
The recent standoff over spending created tension between Wall Street’s bullish momentum and political dysfunction in Washington.

Now, with a potential deal on the table, the alignment between market optimism and political stability is back, giving investors more confidence behind the current bull market.

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Stocks to Watch

• Micron (MU): Continues to stay red hot, benefiting from strong demand for HBM and DRAM as AI infrastructure builds out. Memory prices are off the charts!
• Google (GOOG): Recovering from last week’s dip; solid post-earnings momentum returning as investors refocus on long-term AI and ad growth.
• AMD (AMD): Hosting Investor Day in New York City tomorrow. Expect updates on product strategy, AI infrastructure expansion, and potential follow-ups from the recent earnings call with Dr. Lisa Su.

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Bigger Picture

The AI trade continues to be the dominant market narrative, but near-term volatility shows just how sensitive investor sentiment has become to macro headlines. With the government standoff resolved (for now), markets have one less distraction as focus returns to fundamentals, earnings, and innovation.

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WSGN On The Ground

We’ll be covering AMD Investor Day live from New York City, bringing you highlights, takeaways, and any breaking news directly from the event. Stay tuned on Wall Street Game Notes for daily updates — from big tech earnings to macro market moves shaping 2025.