No snark today. Just a sincere, heartfelt thank you to all of you who have served our country. Your sacrifice does not go unnoticed.

Plus, we reported, then they did. Scroll down for more.

— Brooks & Cas

A 25-year market quant’s AI model just flipped a switch inside the market — where early money is flooding a sector no one is talking about.  

More importantly, it shows how AI is redefining market edges — giving everyday investors the speed to spot new rotations as they happen.

Trained on decades of market data, this new “genetic AI” evolves thousands of trading rules until only the strongest survive.

Paramount Skydance $PSKY ( ▼ 1.09% ) posted earnings, announced new cost cuts, and plans to raise streaming prices next year.

CoreWeave $CRWV ( ▼ 3.11% ) issued full-year revenue guidance below analyst expectations.

Rocket Lab $RKLB ( ▼ 8.46% ) reported a narrower quarterly loss and beating revenue estimates.

Beyond Meat $BYND ( ▼ 8.77% ) guided Q4 revenue below forecasts.

BigBear.ai $BBAI ( ▼ 4.98% ) jumped following a Q3 revenue beat and reaffirmed full-year guidance.

To monitor hot stocks in real time, check out The Street Feed.

📈 Upgrades

📉 Downgrades

This is just a fraction of the calls we feature all day on The Street Feed. Street Sheet Research Subscribers can see why the analysts upgraded or downgraded the stocks above and updated price targets. Get immediate access today.

Viasat $VSAT ( ▼ 0.97% ) has rocketed higher in 2025, and JPMorgan $JPM ( ▼ 0.38% ) thinks the next leg up could come from a breakup.

The bank upgraded the satellite communications firm to Overweight from Neutral and doubled its price target to $50, implying another 28% gain from current levels.

The call comes amid rising expectations that Viasat could spin off its fast-growing Defense and Advanced Technologies division, known internally as DAT.

DAT has quietly become one of Viasat’s strongest assets. The unit posted a record backlog of $1.2 billion in the second quarter, up 31% from a year earlier, as governments and private clients ramp up spending on secure satellite communications.

JPMorgan said separating the segment or restructuring Viasat’s debt-heavy balance sheet could help surface value that’s been buried within the conglomerate structure.

CEO Mark Dankberg hasn’t committed to a timeline, but acknowledged during last week’s earnings call that the company is “always evaluating these options.” Investors seem to like the sound of it, as shares have risen nearly 300% this year.

JPMorgan’s Sebastiano Petti argued that spinning off DAT would give investors cleaner exposure to a business riding powerful secular tailwinds from military demand to the race for resilient, space-based connectivity.

Wall Street remains divided on the stock, but JPMorgan’s upgrade signals growing conviction that Viasat’s value lies in simplification. If management follows through, investors could soon see that breaking up is sometimes the fastest way up.

In a head-to-head test against the S&P 500, one AI system outperformed the market by 6X — the creation of a 25-year market quant who taught his model to think like a trader.

This “Genetic AI,” trained on decades of data, pressure-tests thousands of trading rules until only the strongest survive — delivering fewer, smarter setups, cleaner entries, and measurable market edges that separate signal from noise.

CNN: Cava $CAVA ( ▼ 2.54% ), Chipotle $CMG ( ▼ 0.24% ), and Sweetgreen $SG ( ▼ 0.71% ) all reported weak quarters as diners skip $15 bowls for cheaper fast food or homemade lunches.

Axios: Target $TGT ( ▲ 3.13% ) is cutting prices on 3,000 everyday items and reviving its under-$20 Thanksgiving meal as budget shoppers flock to rivals.

WSJ: Italian pasta makers plan to exit US shelves after Trump’s 107% tariffs make imports unprofitable, sparking a trade clash with Rome.

Reuters: A German court ruled that OpenAI’s ChatGPT violated copyright laws by using lyrics from nine songs.

CNBC: Airlines warn flight delays may persist even after the shutdown ends, citing air traffic controller shortages and scheduling backlogs.

On Nov. 1, Street Sheet Research subscribers received our latest report, Trading the Tides.

What We Said: Global trade is sailing into a perfect storm: US tariffs, European protectionism, Russia sanctions, and Red Sea instability. It takes time to turn a ship — but operators with flexible fleets may find the wind at their backs.

What You Missed: Our analyst flagged one stock he thought was worth watching. One small-cap shipping company that could benefit from this dislocation.

That company reported earnings yesterday. Shares then surged more than 9%.

You can unlock this stock, the entire report, and every weekly and monthly report we publish moving forward by joining Street Sheet Research. We’ll deliver November’s report directly to your inbox as soon as you join.

I think I’ve seen this film before...

And I didn’t like the ending. 😬

Are you bullish or bearish on Eli Lilly $LLY ( ▲ 0.07% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish