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r/investing·

Chip stocks fell 9–17% today on fears of a slower data center buildout. The buyers' own filings show Q3 capex doubled to about $202bn, and Microsoft, Meta and Alphabet closed $52.5bn plus €6bn of new debt and preferred stock since Oct 29

Thursday's close (third-party data): S&P 500 −4.36%, Nasdaq −5.52% (now more than 10% below its October record), Dow −1,833 points (−3.44%). Chips took the worst of it: Nvidia −9.3%, Broadcom −10.4%, AMD −17.3%, Micron −17.5%. The reason…

Investing.com Stock Market·

Anthropic IPO valuation discussions fall to $1.3 trillion, Bloomberg reports

Bearish
r/economics·

Korea current account surplus hits record $61.5 billion on chip boom

Bullish
CNBC Top News·

A long-term Elon Musk backer is cashing out of Tesla

Scottish Mortgage Investment Trust has cut its SpaceX holding to 11.1% of assets and sold its remaining Tesla stake.

TSLABearish
r/stocks·

Here's What VVIX At 135 History Says About SPY Returns

Yesterday VVIX jumped nearly 50%, briefly moving above 136 before closing at 135 VVIX measures the expected volatility of the VIX itself - in simple terms, it tells us how aggressively the market is pricing changes in volatility. When…

Reuters·

Jay Rockefeller, heir to famed dynasty and healthcare advocate in US Senate, dies at 89

Investing.com Stock Market·

Lilly to sell obesity drugs directly on Hims & Hers site

Carl Quintanilla·

B of A: “.. buy gold. .. Jan 3rd new Congress sworn in, Feb 1st US hits $41.1tn debt ceiling .. .. gold price rose 12% & 17% in 3 months prior to debt ceilings causing political games-of-chicken in…

B of A: “.. buy gold. .. Jan 3rd new Congress sworn in, Feb 1st US hits $41.1tn debt ceiling .. .. gold price rose 12% & 17% in 3 months prior to debt ceilings causing political games-of-chicken in 2011 & 2023.”

Mike Zaccardi, CFA, CMT·

Ikea Sales Fall as Cash-Strapped Shoppers Curb Furniture Buying

Bearish
Cointelegraph·

Ethereum devs won’t fork Glamsterdam on Hoodi until smart contract risks resolved

Ethereum developers are investigating concerns tied to eight smart contract invariants tied to Glamsterdam’s EIP-8037 and EIP-8038.

ETH-USDBearish
kalkine.ca·

How Could the November 10 CPI Release Move SPDR S&P 500 ETF Trust (NYSEARCA:SPY) Next Week?

CNBC Top News·

Here are Friday's biggest analyst calls: Nvidia, SpaceX, Netflix, Apple, TripAdvisor, Molson Coors & more

Here are the biggest calls on Wall Street on Friday.

Carl Quintanilla·

“.. down 59% since early June.” @wsj.com

kalkine.ca·

Can a Near-55,000 Jobs Print Calm SPDR S&P 500 ETF Trust (NYSEARCA:SPY) Today?

CNBC Top News·

'The whole landscape changed': Gaming CEOs see new opportunities post-midterms

Midterm results opened new gambling opportunities in Texas and other states while raising scrutiny of prediction-market operators.

The Economist·

In recent months AI labs have flooded the mathematics field with papers that are almost impenetrable to human minds, and kept the details of new results under wraps

Investing.com Stock Market·

Tesla winds down Cybertruck production as Musk shifts focus to robotaxis

Quartz·

Goldman Sachs lowered its gold price forecast as Fed turns hawkish

Carl Quintanilla·

GS: “Is this a 1998 style liquidity crisis and buying opportunity, or March 2000 and the beginning of a structural technology unwind? I lean toward 1998. Once liquidity returned .., markets…

GS: “Is this a 1998 style liquidity crisis and buying opportunity, or March 2000 and the beginning of a structural technology unwind? I lean toward 1998. Once liquidity returned .., markets recovered rapidly. Today, the AI growth engine may similarly remain intact even as markets violently reprice”

GSBullish
Finimize·

Dollar Firms As AI Stock Selloff Sends Investors To Safety

Bearish
Yahoo Finance·

Teradata Corp (TDC) Q3 2026 Earnings Call Highlights: AI Innovation and Sovereign Cloud Drive

Reuters·

EU prosecutor searches Spanish rail bodies in fraud probe

Bearish
Yahoo Finance·

BeOne Medicines Q3 Earnings Call Highlights

Yahoo Finance·

TELUS Reports Q3 Earnings Miss and C$660 Million Net Loss, Unveils C$900 Million Cost Savings Plan

Bearish
Yahoo Finance·

What Nexstar Media Group (NXST) Said on Its Q3 Earnings Call

Yahoo Finance·

International Consolidated Airlines Group Q3 Earnings Call Highlights

Investing.com Stock Market·

Coloplast down 4% as UBS sees limited upside after guidance cut

Bearish
Yahoo Finance·

NDR Auto Components Ltd (BOM:543214) (Q2 2027) Earnings Call Highlights: Record Rs 1,190 Crore

Bullish
Investing.com Stock Market·

Under Armour warns of bigger Middle East hit, cuts annual gross margin growth target

Bearish
CNBC Top News·

Tesla to wind down Cybertruck production in Texas next year to ramp Cybercab, Musk says

The Cybertruck and its polarizing design gained a niche following, but it did not achieve mass-market sales and Tesla has issued several voluntary recalls.