BlackRock’s Spot Bitcoin ETF Options Secure U.S. Top 10 Ranking With 7.7M Active Contracts

Read the full story at CoinDesk

By: Omkar Godbole, AI Boost | Edited by Sam Reynolds | Date: December 3, 2025

Options tied to BlackRock’s IBIT have surged to 7.7 million contracts in open interest, placing the fund among the top 10 most-active U.S. options and second among stock-linked options by open interest. Activity now rivals major benchmarks, even outpacing SPDR Gold options, underscoring bitcoin’s growing role as a macro asset for hedging, speculation, and yield strategies. Meanwhile, S&P 500 and Nvidia options still lead with 20+ million contracts each.

Here Are Wednesday’s Top Wall Street Analyst Upgrades and Downgrades: American Eagle Outfitters, Equinix, Garmin, Honeywell, Uber, Wendy’s and More

Read the full story at 24/7 Wall St.

By: Lee Jackson | Date: December 3, 2025

Wall Street’s daily call sheet highlighted a market buoyed by growing expectations of a Fed rate cut, with notable moves including Uber upgraded to Buy with a $125 target and Equinix raised to Outperform with a $900 target. On the downside, Wendy’s was cut to Neutral with a $9 target, while Cognex and Acadia Healthcare saw downgrades. The piece underscores how policy expectations and sector leadership are driving year-end positioning.

Stock market today: U.S. stocks set to open higher after strong earnings from American Eagle, Marvell

Read the full story at TheStreet

By: Unknown | Date: December 3, 2025

TheStreet’s live blog flagged a positive open on earnings strength from American Eagle and Marvell, setting a constructive tone for risk assets. As traders digest data and corporate results in real time, the updates provide context on whether momentum can sustain into the close. It’s a helpful daybook for monitoring sentiment shifts across sectors.

Dan Ives says AI bubble fears are ‘overblown’ and he’s betting on this 1 data center stock now

Read the full story at Barchart

By: Chris MacDonald | Date: December 3, 2024

Analyst Dan Ives argues AI infrastructure spending is set to accelerate into 2026, and he singles out Iren (IREN) as a beneficiary despite premium valuations. He contends that cash flow and earnings could catch up as deployments scale, echoing patterns seen in leading chipmakers. Consensus targets imply significant upside if the buildout thesis plays out.

Better-Than-Expected Trends Lifted Alphabet (GOOG) in Q3

Read the full story at Yahoo Finance

By: Unknown | Date: December 3, 2025

Brown Advisory’s quarterly letter highlighted Alphabet’s better-than-expected trends in Q3, pointing to the company’s durable growth drivers. The note underscores how performance across Google Services and Cloud continues to support the large-cap tech narrative. It’s another data point for investors tracking mega-cap momentum into year-end.

American Bitcoin (ABTC) stock plunged 39% on Tuesday. Here’s why.

Read the full story at Blockspace

By: Colin Harper | Date: December 3, 2025

American Bitcoin sank 39% as early investor share unlocks hit the market, introducing heavy selling pressure. Company posts on X attributed volatility to pre-merger holders gaining the ability to sell, though filings leave some lockup details unclear. The slump comes alongside broader weakness across bitcoin miners over the past month.

"Captain Gains" on Capitol Hill

Read the full story at NBER

By: Shang-Jin Wei & Yifan Zhou | Date: November 1, 2025

New research using transaction-level data finds that lawmakers who rise to leadership deliver outsized stock returns—about 47 percentage points annually—after they assume those roles. The outperformance appears to stem from political influence (e.g., trades around regulatory actions and government contracts) and corporate access (trades that presage company news). The findings will fuel ongoing debates on ethics, transparency, and market integrity.