Nvidia (NVDA) fell about 3.6% intraday after news that SoftBank sold its entire ~$5.8B stake and as AI-infrastructure sentiment cooled. The stock opened at $195.19,...
Read moreDetailsGoogle (Alphabet) unveiled a €5.5 billion (≈$6.0–6.4B) investment plan in Germany, spanning 2026–2029, anchored by a new data center in Dietzenbach (Frankfurt metro), an...
Read moreDetailsSummary: Nebius delivered triple-digit revenue growth in Q3 2025, unveiled a five-year AI infrastructure agreement with Meta, and reiterated a bold...
Read moreDetailsKey Takeaways Debt > shutdown: Markets treated a potential shutdown resolution as noise relative to the larger U.S. debt and deficit trajectory,...
Read moreDetailsKey Takeaways Risk-on open: Major U.S. indexes rallied after reports of a Senate breakthrough toward funding the government, easing uncertainty from delayed data...
Read moreDetailsKey Takeaways Policy shock headline: A renewed push to overhaul the Affordable Care Act (ACA) — specifically to divert subsidy dollars away...
Read moreDetailsAt a glance Mon, Nov 10: Quiet macro; light earnings docket. Tue, Nov 11 (Veterans Day): U.S. bond market closed; U.S. equities...
Read moreDetailsIn Short Semis and high-multiple software led the declines as investors questioned AI spending payback and trimmed crowded positions. Megacaps wobbled on...
Read moreDetailsIn Short Equities: The week tilted lower for major U.S. indices, with the Nasdaq underperforming as profit-taking hit AI, semis, and high-multiple software....
Read moreDetailsKey Takeaways Tech-led pullback: Profit-taking in mega-cap and semiconductor names pressured the Nasdaq Composite, dragging the S&P 500 and Dow Jones into the red. Rates stayed...
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