November 13th Pre-Market Brief

Nvidia Started Lending Less Before Huang Left

Nov. 12th Market Overview: OpenAI Raised Half Of What It Planned

Jensen Huang ran Nvidia for 33 years

November 12th Pre-Market Brief

Nvidia’s Interim CEO Built the Deals Wall Street Is Worried About

Nov. 11th Market Overview: Investors Are Lining Up For Anthropic

Rate Hike Bets Lifted The Dollar To A 19-Month High

November 11th Pre-Market Brief

Nvidia Is Priced for Far More Than a $5 Billion Problem

Nov. 10th Market Overview: Nvidia's Scandal Has A Dollar Figure

More Households Are Falling Behind On Payments

November 10th Pre-Market Brief

Anthropic set its IPO at $70 to $78 a share

Nov. 9th Market Overview: Broadest in Nearly a Year

Trump said over the weekend that new strikes on Iran were “highly unlikely.”

November 9th Pre-Market Brief

Nvidia’s Scandal Turns Into a China Question

Carrier (A/C units) are Falling With Nvidia

AI is starting to trade like aluminum. Voters are showing who controls the power.

Saturday Notes (Premium) - November 7th

Nov. 6th Market Overview: Hiring Came In Much Stronger Than Expected

3. Microsoft Is Cutting Back on Rented AI Computing