^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

1030 - Dallas Fed manufacturing index for November: Expected -1; Prior -5

NVIDIA Corp (NVDA)

+0.46%

The stock pushed higher on Friday afternoon after Bloomberg reported that US officials are in early internal talks about potentially allowing the company to sell its H200 AI chips to China. This would mark a significant shift from the administration’s earlier hardline stance on chip export controls. No decision has been made, but even considering the move marks a notable concession that would face pushback in Washington and represent a major win for Nvidia CEO Jensen Huang.

Tesla Inc (TSLA)

+1.75%

Business Insider reported that the company has completed Nevada’s self-certification process for its Robotaxi, clearing an early hurdle for autonomous deployment. The company would still require approval from the Nevada Transportation Authority before commercial operations can begin. The move aligns with Tesla CEO Elon Musk’s plan to expand Robotaxi service into several states by 2025, even as the company continues to face regulatory scrutiny over its Full Self-Driving technology.

Novo Nordisk A/S (NVO)

-9.70%

Gapping down after announcing that its Phase 3 EVOKE and EVOKE+ trials in early Alzheimer’s disease found that oral semaglutide did not significantly slow disease progression. While some biomarker improvements were observed, the drug showed no meaningful benefit on the key CDR-SB measure versus placebo. As a result, Novo Nordisk will end the extension study and disclose all data at CTAD on December 3.

Crypto Stocks

+1.22%

Trading marginally higher in tandem with a cryptocurrency rebound on Sunday. Bitcoin traded as high as $88,000 on Sunday, well above its lows of $80,500 on Friday, though the cryptocurrency is back trading below $86,000 as of Monday at 7:20 AT ET. Likewise, Ethereum closed green on both Saturday and Sunday but is poised for a red session on Monday.

COIN, MSTR, MARA, RIOT, IBIT, ETHE, HUT, CLSK, IREN, CAN, HIVE

Alphabet Inc (GOOGL)

+3.53%

Poised to open at new all-time highs after gaining more than 8% over the previous trading week. The stock’s recent strength has been attributed in part to the well-received debut of its Gemini 3 AI product on November 18. Google’s disclosure that Gemini 3 Pro was trained on its own TPUs — not rented GPUs — signals a pivotal shift from merely buying AI hardware to aggressively building its own end-to-end compute stack.

Healthcare Stocks

+2.92%

Trading higher as a group after Politico reported that US President Trump is preparing a new ACA proposal that would extend Obamacare subsidies for two years. This proposal would add income caps around 700% of the federal poverty line and require minimum premium payments. The reported framework also seeks to fund cost-sharing reductions, offer a tax-credit savings option for lower-premium plans, and position the White House ahead of expected premium spikes as the subsidy deadline approaches.

OSCR, UNH, MOH, CVS, HUM

Chinese ADRs

+3.87%

Trading higher as a group following a strong overnight showing for the tech-heavy Hang Seng Index, which closed nearly 2% higher on Monday. Alibaba’s Chinese-listed shares gained more than 4%, with the company’s Qwen app reaching 10 million downloads ahead of its premarket earnings report on Tuesday. Baidu is also on watch after being upgrade to Overweight by JPMorgan.

BIDU, BABA, BILI, JD, PDD, LI, NIO, XPEV

Meta Platforms Inc (META)

+0.62%

Court filings allege that the company shut down internal “Project Mercury” research showing Facebook and Instagram use could worsen depression and anxiety, despite staff confirming the findings were valid. The disclosures, part of a lawsuit by US school districts and reported by Reuters, claim Meta concealed product risks while publicly downplaying its ability to measure harm.

Amazon Inc (AMZN)

+0.59%

On watch after Business Insider reported that AWS faced an AI capacity crunch this summer, with internal documents showing that Bedrock hit “critical capacity constraints” that drove some customers — including Epic Games — to Google Cloud. The shortfall caused tens of millions in lost or delayed revenue as AI demand exceeded AWS’s available resources.

Barrick Mining Corp (B)

+2.87%

Trading higher premarket after Reuters reported that the company has reached a verbal agreement in principle with the government of Mali to resolve their dispute over the Loulo-Gounkoto gold complex. The disagreement stems from Mali’s 2023 mining code changes, and recent talks followed a letter from Barrick’s interim CEO requesting renewed negotiations. Any agreement has yet to be formally signed.

Inspire Veterinary Partners Inc (IVP)

+65.75%

Gapping up on no apparent news catalyst. The stock has a market capitalization of $820,000 and a float of 3.76 million shares, approximately 5.7% of which are sold short.