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MAJOR NEWS
* GDP set for release in premarket, official estimate is 3.2%, Atlanta Fed has it coming in at 3.5%.
* COPPER HITS FRESH RECORD ABOVE $12,000 A TON IN LONDON
* TRUMP: NEXT WEEK I’ll MEET WITH DEFENSE PRIME CONTRACTORS. WE WILL TALK WITH PRODUCTION SCHEDULES, THEY ARE TOO SLOW
MAG7 NEWS:
* TSLA - Canaccord raises PT to 551 from 482.
* TSLA - UBS reiterates TSLA at Sell, PT 247. We lower our 4Q25 forecast to 415k from 429k. Our new forecast is -5% below Visible Alpha consensus of 435k (we don't yet have company-collected consensus; we expect to get this week). However, we believe our forecast is more in line with buyside expectations for a 405–415k range. Historically, despite a print that may be in line with buyside expectations, we tend to find the stock does react to beats/misses vs. the headline number. The question increasingly becomes: does the market no longer care about deliveries and only robo-taxi and Optimus developments? We expect TSLA to report 4Q25 deliveries on 1/2."
* NVDA - US is probing Singapore-based Megaspeed, NVDA's biggest chip buyer in Southeast Asia, over suspected smuggling of Nvidia chips to China and questions around its ownership structure after inventory didn’t match its data center footprint
* TSLA - Europe sales fell 11.8% YoY in November to 22,801 units, with share down to 2.1% (from 2.5%). BYD sold 21,133 units, up 221.8% y/y, lifting share to 2.0% (from 0.6%).
* NVDA - is teaming with SK Hynix and Phison on a new “AI SSD” (“Storage Next”) targeting \~100M IOPS, roughly 10x current AI server SSDs. The idea is a memory-like tier between DRAM/HBM and storage to ease inference bottlenecks. Prototype eyed for 2026.
* ByteDance is reportedly planning $23B of AI capex for 2026, up from roughly $21.6B this year, with about $12.2B of the 2026 budget aimed at advanced AI chips. Separately, sources say it could test-buy \~20,000 NVDA H200s if approvals happen, about $400M at \~$20k each.

OTHER COMPANIES:
* Shipbuilding stocks: TRUMP: I APPROVED NAVY PLAN TO CONSTRUCT 2 NEW BATTLESHIPS. STARTING WITH TWO SHIPS, WILL END UP WITH 20 TO 25. 15 SUBMARINES UNDER CONSTRUCTION OR READY TO START
* ATAI - JoensTrading initiates coverage on ATAI with Buy rating, PT 16. We believe that the short half-lives of the company's lead assets BPL-003 and VLS-01 will allow their use in treatment-resistant depression (TRD) following the commercial playbook pioneered with Johnson & Johnson's (JNJ, Not Rated) SPRAVATO (esketamine). Importantly, we believe that TRD is a large enough patient population with sufficient unmet need to accommodate multiple commercial winners, including both BPL-003 and VLS-01 in a market currently dominated by SPRAVATO. GTN - renewed a multi year NBC affiliation deal covering all 54 markets where it runs NBC stations, reaching 14M+ households (about 11% of US TV homes). The agreement keeps NBC’s full programming lineup on Gray’s affiliates. Terms weren’t disclosed.
* RKLB - Needham raises PT to 90 from 63. On Friday, the SDA announced contracts for its coveted Tracking Layer Tranche 3, for which RKLB was awarded $805MM. RKLB will supply 18 MWTD satellites as a prime and sees further upside from sales into other primes totaling \~$1B in opportunity. The $3.5B in Tracking Tranche 3 awards were delayed several months due to the federal shutdown and split across RKLB (23%), LMT (NR) (31%), LHX (NR) (24%), and NOC (NR) (22%). This award, the largest in company history, strongly validates RKLB as a defense prime, its burgeoning Space Systems segment, and more than doubles segment backlog from $0.6B to \~$1.4B."
* AMPX - Oppenheimer reiterates AMPX at Outperform, PT 17. We are moderating estimates in line with that strategy but maintain our $17 PT as we continue to believe AMPX has a multi-year lead in high-density, lightweight battery technology for aerospace/defense applications and is poised to announce significant new customers."
* AME - TD COwen upgrades to Buy from Hold, raises PT to 230 from 18. Momentum, medical, and M&A. AME is executing well at a time when exposures broadly provide both support and optionality—markets that are doing well and should sustain (utility), ones that are strong and should accelerate (commercial aerospace), and ones poised to improve off weaker levels/slower growth (medical, automation). The FARO deal is a perfect encapsulation of AME’s core and is refreshing post Paragon (fixed now but a challenging start)."
* JNJ - A Baltimore jury hit J&J with a $1.56B talc mesothelioma verdict, finding J&J, units and Kenvue failed to warn that baby powder was tainted with asbestos
* NVO - says the FDA approved the once daily Wegovy pill (oral semaglutide 25 mg), the first oral GLP 1 for weight management in the US. In the OASIS 4 trial, mean weight loss was 16.6% with adherence.
* ZIM - rejected Glickman and Ungar’s proposal, saying it undervalues the company.
* NB - says its board approved a mine portal build for the Elk Creek critical minerals project in Nebraska. Work is expected to start in Q1'26 with \~$44.6M capex, creating twin underground ramps and infrastructure and setting up access for its electric Railveyor haul system.
* TE - Roth Capital analyst Philip Shen raised the firm's price target on T1 Energy to $15 from $7 and keeps a Buy rating on the shares. The firm names the stock its "top pick" as it represents a compelling opportunity for investors seeking exposure to US solar manufacturing supported by policy like FEOC and Section 232
* RDDT - Reddit named 'Top Pick', added to 'Conviction Buy' list at Needham PT $300
* MU - ARGUS RESEARCH RAISES MICRON TECHNOLOGY TARGET PRICE TO $320 FROM $210
OTHER NEWS:
* Visa’s Retail Spend Monitor shows US holiday retail spend rose 4.2% y/y (not inflation adjusted) over the 7 weeks starting Nov 1, based on “all payment types.”
* Indonesia says US tariff talks are basically done and a deal could be signed by Presidents Prabowo and Trump late January. The US will reportedly exempt Indonesian palm oil, tea and coffee, while seeking access to Indonesia’s critical minerals.

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