Final Tally: Cathie’s Ark Sails the Tariff Truce Tide… Qualcomm’s Rack Attack
I’m not a betting man, but I can guarantee you didn’t have a better day than Cathie Wood…
Why, you ask? Because her portfolio just went full moon mission after rumors dropped that Donnie Politics and Xi Jinping had a long, romantic heart-to-heart over the weekend about finally… and I cannot stress this enough (for like the 47th time) hammering out a “trade deal.”
“I have a lot of respect for President Xi, and we are going to come away with the deal,” Trump said Monday from Air Force One, probably with his fingers crossed behind his back.

The “framework” (and I’m using that term generously) apparently delays China’s rare earth export curbs, cancels Trump’s 100% tariffs that were set to obliterate imports on Nov. 1, and throws in a soybean peace offering for good measure. There’s even talk of ending the TikTok Cold War, giving the U.S. its own homegrown version of the app.
By the closing bell, the Nasdaq exploded 2%, the S&P 500 popped 1.1%, and the Dow waddled up 0.5%.
No surprise here… chipmakers led the charge. Nvidia and Broadcom each climbed over 2%, but Qualcomm had itself a historic day, ripping 12% to a record high after dropping new AI chips built to smack Nvidia and AMD around in the data center sandbox.

Meanwhile, Tesla kept doing Tesla things. Despite the board (currently being held hostage by Elon) warning shareholders that if they don’t hand him $1 trillion for his robot army, he’ll “retire,” the stock still ripped nearly 6%... its best day since September. (Let’s be honest, Elon’s about as likely to retire as he is to delete X.)
And because we apparently can’t go more than a week without mentioning Alex Karp’s hair or his deep, spiritual hatred of short-sellers… Palantir (+2%) hit a new all-time high after Poland inked a defense deal.
Even Robinhood got in on the fun, soaring 5% after Compass Point raised its price target to $161, citing “explosive growth” in prediction markets… where users can now bet on everything from Bitcoin’s price to whether the government shutdown lasts longer than Trump’s second term. Vegas could never.

As for our Stock Prophet Watchlist, let this be a reminder that patience pays. After a slow end to last week, we came out swinging today with two absolute rippers. RECT exploded 68% after our 8:06 a.m. alert, and CODX went ballistic… soaring 163% after our 8:49 a.m. alert.
It’ll be interesting to see if we can keep the streak alive tomorrow… but for now, give yourself a standing ovation if you caught those moves today.
If you read all of this, congrats for having a 10 second attention span (better than me). As always, here’s our heatmap for today.

At the time of publishing this article, Stocks.News holds positions in Tesla, Robinhood, and Palantir as mentioned in the article.