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Today is Tuesday, November 18, 2025.
The Early Bird Index today is 77.13.
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AI in Private Investments: Your 2026 Edge
The second annual Dynamo Frontline Insight Report offers a definitive look at AI trends and future plans within the private investment community. Based on primary surveys of nearly 100 global General Partners (GPs) and Limited Partners (LPs), this report provides actionable information on the future direction of AI in private investments.
Discover the key trends shaping the industry, including the emergence of data centers and infrastructure as the top investment target for 2025. The report reveals a significant jump in AI integration into standard business processes, with nearly 49% of GPs now emphasizing data analysis and predictive modeling. As 88% of LPs plan to increase their AI allocations in the next year, firms that can effectively leverage AI will gain a significant performance edge.
This report unpacks the shifting perspectives of LPs and GPs, detailing AI-driven investment strategies and the critical alignment between LP priorities and GP operational challenges. Understand how to enhance operational efficiency, improve decision-making, and secure a competitive advantage in an evolving market. This is the essential guide for navigating AI's impact on private investment.
Arm's Nvidia AI Partnership
To grow its footprint in the artificial intelligence data center chip market, Arm Holdings $ARM ( ▲ 0.35% ) announced a new partnership with Nvidia $NVDA ( ▼ 1.88% ) on Monday.
Details: The processor technology company will add Nvidia’s NVLink Fusion initiative into Neoverse, its processor core for data centers. This partnership makes it easier for customers to connect chip technology from both companies.
Quote: “Arm and NVIDIA are working together to set a new standard for AI infrastructure.” - Arm CEO Rene Haas.
Stock Price: Arm is up 9.41% this year, lagging behind the broader market in 2025. Nvidia is up 34.91%.
Early Bird’s Nest Egg Gains: The new partnership allows custom Arm-based CPUs to pair natively with Nvidia AI accelerators, something that was previously only possible with Nvidia’s own Grace CPUs.
This partnership comes after Nvidia’s unsuccessful acquisition attempt of Arm, which was blocked by regulators.
The new collaboration greatly increases customer choice, setting new standards for AI infrastructure performance and efficiency.
Final Thoughts: Nvidia reports its financial earnings tomorrow. The whole market will be watching.
Notables
Notable Earnings Today: Home Depot (NYSE: HD), Klarna Group (NYSE: KLAR), Baidu (Nasdaq: BIDU), Dolby Labs (NYSE: DLB), La-Z-Boy (NYSE: LZB), Energizer (NYSE: ENR), Medtronic (NYSE: MDT), Amer Sports (NYSE: AS), BellRing Brands (NYSE: BRBR), Powell Industries (Nasdaq: POWL), Sociedad Quimica y Minera (NYSE: SQM), James Hardie (NYSE: JHX), Golub Capital (Nasdaq: GBDC), Canaan (Nasdaq: CAN), Futu Holdings (Nasdaq: FUTU), Oaktree Specialty Lending (Nasdaq: OCSL), PDD Holdings (Nasdaq: PDD), Qfin Holdings (Nasdaq: QFIN), Star Bulk Carriers (Nasdaq: SBLK).
Notable IPOs Today: Insight Digital Partners II Class A Ordinary Shares (Nasdaq: DYOR).
Notable Equity Crowdfunding Campaigns Ending Today: rTTOK (Republic).
Notable Economic Events Today: Industrial Production (9:15 a.m. ET), TIC Net Long-Term Transactions (4:00 p.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).
Solana's Crypto Panic
Monday marked another bad day for digital asset prices. Among major cryptocurrencies, Solana $SOL.X ( ▼ 1.56% ) did the worst with a 5% drop.
Details: The main problem on Monday was aggressive selling and position liquidations after large Solana holders flipped bearish.
Final Thoughts: Solana has lost about 30% of its value in 2025.
LifeMD Plummets After Bad Results
Shares of LifeMD $LFMD ( ▲ 2.16% ) plunged 21.78% in after-hours trading on Monday after the telehealth company posted disappointing financial results.
Financials: LifeMD reported a loss of 10 cents per share in the past quarter and revenue of $60.2 million. Both were lower than expected.
Final Thoughts: The stock was already down over 9% this year.
Trends to Watch
Lower Weight and Prices: Novo Nordisk cuts Wegovy price as CEO pledges to go 'all in' on weight loss pill (Reuters)
Smells Like a Takeover: Sinclair makes a move for Scripps as Trump’s deregulation push makes previously unthinkable deals possible (MarketWatch)
Big Wednesday: Nvidia Helped Spark the AI Rally. Its Earnings Could Revive It. (MarketWatch)
Online Car Shopping: Ford partners with Amazon for dealers to sell used vehicles online (CNBC)
Still Falling: Fear Engulfs Bitcoin Traders Betting on Free Fall to $80,000 (Bloomberg)
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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.
