1/ Nvidia's board is deciding whether to oust Jensen Huang, and the real problem is nobody knows who replaces him.

Nebius grew revenue 571% and the stock fell 10%.

And oil climbed off two-month lows as Gulf attacks mount.

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$CRWV’s credit spreads hit distress levels this month. Yesterday it beat and raised.

Core inflation came in at exactly the number one Fed governor said would justify a half-point hike.

And $NVDA now trades cheaper than $WMT.

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1/ Markets price zero odds of a half-point hike.

A Fed governor just said it should be on the table.

Anthropic set terms for a $1.4 trillion Nasdaq debut.

And every GLP-1 drug now carries a vision-loss warning.

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1/ Nvidia's board opened a probe into Jensen Huang eight days before earnings.

October CPI lands Tuesday with inflation already at 3.7%.

And the Nasdaq now trails the Dow for the year.

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1/ Retail dip-buyers just went on strike and the Nasdaq fell into correction.

Crypto gave back its entire election pop.

And ING is quietly shopping $500 million in AI data center loans.

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1/ The memory crunch has stopped being a chipmaker problem and started being a consumer one.

$QCOM beat and fell 7%.

Nintendo's Switch 2 sales dropped 41% after price hikes.

And $WEN just said no to a $1.4 billion cash exit.

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1/ An overnight selloff flipped into a 724-point futures rally after Democrats swept Congress.

$CVS is unwinding the $78 billion deal it built its whole model on.

And $AMD gave investors the forward guidance $INTC couldn't.

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1/ Senate odds favor Democrats but Wall Street isn't positioned for a sweep.

$AAPL beat on sales then warned memory costs will squeeze margins.

And $PLTR's corporate customers finally outgrew its government book.

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1/ solana:9gP2kCy3wA1ctvYWQk75guqXuHfrEomqydHLtcTCqiLa reopened withdrawals and $3.64 billion walked out the door.

Stocks start November bruised after Friday's AI-driven rout.

And $AAPL and $PLTR kick off a packed earnings week today.

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1/ solana:9gP2kCy3wA1ctvYWQk75guqXuHfrEomqydHLtcTCqiLa was hacked for $6.3 billion and withdrawals are paused.

$NOW met estimates and had its worst day on record.

And $INTC's AI revenue jumped 78% while the stock fell more than 20%.

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1/ Two AI spenders reported the same night with two very different cash flow stories.

$GOOG fell 10%. $MSFT rose 4%.

And the Fed held rates with a rare governor dissent pointing toward December.

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1/ Companies keep calling the consumer resilient, but prices are doing the heavy lifting.

The Fed is expected to hold today with Warsh's tone the real event.

And Anthropic's cash pile is huge — its bills are much bigger.

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1/ Anthropic filed to go public as AI infrastructure stocks slide.

$NVDA took a $3 billion stake in the customer it sells chips to.

And $MSFT offered buyouts to 60,000 workers to protect the cash flow funding its data centers.

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1/ Musk says more than 200 AI companies face "guppy-level death" as debt markets tighten.

The Fed decides Wednesday and Wall Street is split on hold or hike.

And $GOOG, $MSFT and $AMZN all have to justify their AI spending this week.

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1/ The AI trade's next bottleneck might be money, not demand.

$TSLA beat estimates and fell anyway as AI spending ate into profit.

And Brent hit a five-month high as attacks around the Gulf multiply.

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1/ A $SPCX - $TSLA merger is suddenly on the table.

Boeing's ($BA) Max 10 finally cleared the FAA after a five-year wait.

And the lawyers who toppled Trump's reciprocal tariffs are coming for his Canada duties.

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1/ $ORCL's stock is fine. Its bonds are telling a very different story.

Apple may break a design rule it defended for eight years on October 28.

And options trading is heading toward a 23-hour day.

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1/ Musk just pledged a SpaceX share to every US child, worth about $10.5 billion.

Futures are higher after the Nasdaq's worst week since June.

And $SPCX, $NFLX, $META and $TSLA all report this week.

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1/ The inflation problem has moved beyond energy and a Fed hike is back in play.

$TSLA finally revealed the Roadster nine years after taking deposits.

And Proofpoint bet $6.3 billion that AI makes data security the next battleground.

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1/ A Chinese memory upstart just sent $SKHY, Samsung and $MU sharply lower.

Anthropic opens its books Wednesday on a possible $2 trillion IPO.

And six Republicans joined Democrats to kill Trump's Russia diesel deal.

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