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- Top Pros' Top Picks 11/5/25
Top Pros' Top Picks 11/5/25
Mike Larson
November 05, 2025
Mike Larson | Editor-in-Chief
It’s been a rough couple of days for many stocks, though equities are mixed this morning. Gold and silver are modestly higher, while Treasuries and the dollar are flat. Crude oil is down a bit.
Several of this year’s hottest investments – from gold to cryptocurrencies to semiconductor and Artificial Intelligence (AI) stocks – have been pulling back recently. Bitcoin knifed through $100,000 late yesterday before regaining that key level this morning, while markets like South Korea’s that are heavily levered to technology dropped 2% overnight. The Invesco QQQ Trust (QQQ) has shed 2.6% in the last five days, while the Global X Artificial Intelligence & Technology ETF (AIQ) has slid 3.5%
Bitcoin, AMD, MCD (YTD % Change)
All told, one Bloomberg index of global chip stocks shed $500 billion in market capitalization in just 24 hours. Third-quarter earnings from Advanced Micro Devices Inc. (AMD) late yesterday didn’t help sentiment. While the chipmaker topped estimates in Q3 and forecast better-than-expected Q4 revenue, investors sold the news. That continued a pattern evident for other tech sector highflyers.
It wasn’t all bad on the earnings front, though. Widely held McDonald’s Corp. (MCD) delivered a decent quarter, with same store sales up 2.5% in the US and 3.6% globally. Adjusted earnings per share of $3.22 matched analyst estimates. Optimism about the return of products like the Snack Wrap and the Monopoly game also buoyed the shares.
Finally, the government shutdown officially became the longest ever today. Some optimism has emerged about a deal to end the 36-day-and-counting shutdown, but nothing is confirmed yet. Economists estimate the lockdown is costing the economy around $15 billion per week – though the eventual doling out of back pay and the resultant spending boost could lessen the blow. For its part, the Congressional Budget Office suggested Q4 GDP could come in two percentage points lower, depending on the shutdown’s ultimate length.
S&P 500 6,771.55 (-1.17%) ↓ | VIX 18.96 (-0.21%) ↓ |
Dow Jones Industrial Average 47,085.24 (-0.53%) ↓ | Gold $3,988.90 per ounce (+0.72%) ↑ |
Nasdaq Composite 23,348.64 (-2.04%) ↓ | Oil $60.10 per barrel (-0.76%) ↓ |
Artificial Intelligence (AI) is changing the nature of work in many fields. But the tech industry is leading the way. Ed Clissold, chief US strategist at Ned Davis Research, shares a couple of examples in this excerpt from our recent MoneyShow MoneyMasters Podcast — and what the key takeaways are for investors.
Jobs Cuts: Will Other Companies Follow in the Footsteps of Amazon and UPS?
👉️ TICKERS: AAPL, GOOGL, META, MSFT, UPS, AMZN
Last week was a big week for technology earnings reports, specifically for Amazon.com Inc. (AMZN), Apple Inc. (AAPL), Alphabet Inc. (GOOGL), Meta Platforms Inc. (META), and Microsoft Corp. (MSFT). But first, on Tuesday before earnings came out, Amazon announced 14,000 job cuts, observes Louis Navellier, founder and chairman of Navellier & Associates.
BIZD and PBDC: Should You Buy BDC Funds Despite Credit Worries?
👉️ TICKERS: PBDC, BIZD
JPMorgan Chase & Co. (JPM) CEO Jamie Dimon recently warned of “cockroaches” when it came to the private credit market. His point was simple: when you see one problem loan blow up in private credit, you should assume there are more you haven’t seen yet. That’s why “BDCs” are noteworthy right now, notes Tony Dong, lead ETF analyst at ETF Central.
