CNBC Television
5 Things To Know: November 5, 2025
11/5/2025, 12:11:57 PM
Economic Summary
- AMD (AMD) posted better-than-expected earnings and revenue and gave upbeat guidance, but the stock fell after Amazon disclosed it sold its entire 822,000-share stake, creating mixed signals for the name.
- Amazon (AMZN) disclosed selling its AMD stake; the move pressured AMD shares overnight and highlights how large shareholder moves can drive short-term volatility.
- Pinterest (PINS) reported profit below expectations and gave weak guidance, causing a nearly 18% share price decline and signaling soft demand or monetization issues.
- Rivian (RIVN) reported a smaller-than-expected adjusted loss, topped revenue estimates, and produced a $24 million gross profit versus expectations of a large loss, prompting a roughly 3% stock rise.
- Papa John's (PZZA) shares dropped after reports that Apollo Global (APO) withdrew its take-private offer, showing how deal announcements and reversals can sharply impact equity prices.
- Political/leadership note: President Donald Trump renominated Jared Isaacman to run NASA; Isaacman is friends with Elon Musk, who publicly reacted positively.
Bullish
- AMD beat earnings and revenue expectations and offered upbeat guidance.
- Rivian reported a smaller-than-expected adjusted loss, topped revenue estimates, and delivered a $24M gross profit.
Bearish
- AMD shares fell about 5.5% after Amazon sold its 822,000-share stake, creating near-term selling pressure.
- Pinterest reported profit below expectations with weak guidance, sending the stock down roughly 18%.
- Papa John's plunged after Reuters reported Apollo Global withdrew its take-private offer.
Bullish tickers
AMDRIVN
Bearish tickers
AMDPINSPZZA
AMD
Bullish
Reported better-than-expected earnings and revenue and offered upbeat guidance.
Bearish
Shares fell ~5.5% after Amazon sold its 822,000-share stake, creating near-term selling pressure.
AMZN
Bearish
Sold its 822,000-share position in AMD, a move that pressured AMD shares.
PINS
Bearish
Reported profit below expectations and issued weak guidance; shares plunged about 18%.
RIVN
Bullish
Reported a smaller-than-expected adjusted loss, topped revenue estimates, and posted a $24M gross profit, driving a positive share reaction.
PZZA
Bearish
Shares dropped after Reuters reported Apollo Global withdrew its take-private offer.
APO
Bearish
Withdrew its offer to take Papa John's private, triggering a sharp decline in PZZA shares.
People mentioned
Donald TrumpJared IsaacmanElon Musk