Weekend 11.15 & 11.16
US Installed Nearly 26 GW Of New Generating Capacity From January To August – Zerohedge
EU AI adoption rates are half the level of that seen in the U.S. – investing
Humanoid Robot Roundup: Auto Industry Poised To Lead First Wave Of Adoption – Zerohedge
Berkshire Builds $4.9 Billion Stake In Alphabet; Adds To Chevron; Sells More Apple And Bank of America – Zerohedge
AI Arms Race: Data Center Impacts on U.S. Electricity Demand – factset
Friday 11.14
Markets see two-way trade, eyes turn to resumption of US data – Newsquawk US Market Wrap
Wall Street Ends Mixed; Traders Look to Nvidia Report – Reuters
From “Absolute Fear” To “We Are So Back”: Citadel’s Rubner Explains Today’s Dip-Buying – Zerohedge
Nasdaq closes higher, snapping three-day losing streak as tech stocks recover some ground – cnbc
US Census Bureau Will Release August Trade, Construction Reports Next Week – Reuters
Alibaba Falls After White House Memo Alleges Company Supports Chinese Military Targeting Of US – Zerohedge
Google Plans $40 Billion Texas Data Center Investment Amid AI Boom – Reuters
Stocks making the biggest moves midday: Whirlpool, Topgolf Callaway, Nvidia, Stubhub & more – cnbc
US Hedge Funds Trim Stakes in ‘Magnificent Seven’ Stocks in Third Quarter – Reuters
German Budget Committee Passes 2026 Defence Budget, Defence Ministry Says – Reuters
Oracle Bonds Sell off as AI Investment Fuels Investor Concerns – Reuters
US Equity Fund Inflows Ease to Four-Week Low on Valuation Concerns – Reuters
Global Investors Pull Back, Cautious Over Tech Valuations and US Labour – Reuters
Stocks making the biggest premarket moves: Warner Bros. Discovery, Cidara Therapeutics, Avadel Pharmaceuticals and more
Futures Tumble As AI Euphoria Goes Into Reverse – Zerohedge
Euro Zone Economy Holds Up, Trade Surplus Surges on Exports to US – Reuters
U.S. and Switzerland reach trade deal to lower tariffs to 15% – cnbc
European stocks poised to lose ground as AI valuations shake confidence – cnbc
Asia shares track Wall Street declines as tech selloff deepens, Fed rate-cut hopes fade – cnbc
SoftBank shares plunge nearly 9%, extending selloff into third day – cnbc
China economic gloom mounts as housing slump intensifies and investment slides – cnbc
Exclusive-Samsung Hikes Memory Chip Prices by up to 60% as Shortage Worsens, Sources Say – Reuters
Thursday 11.13
Strong China tech updates hits US tech, souring sentiment – Newsquawk US Market Wrap
Wall Street Tumbles as Nvidia Slides, Investors Fret That Fed May Slow Rate Cuts – Reuters
Stocks notch worst day in over a month as tech sell-off intensifies – cnbc
US Corporate Bankruptcies Set to Hit 15-Year High Amid Credit Jitters, S&P Data Shows – Reuters
US corporate bankruptcies tick up in October; annual filings near 15-year high – sp
AI isn’t a bubble but rather an opportunity, JPMorgan’s Erdoes says – cnbc
Markets no longer view the December rate cut as a sure bet, with Fed officials casting doubts – cnbc
Fed’s December Rate Cut Looks Increasingly Like a Toss-Up – Reuters
Stocks making the biggest moves midday: Walt Disney, Sweetgreen, Cisco, Planet Fitness and more – cnbc
Wall Street cools on Oracle’s buildout plans as debt concerns mount: ‘AI sentiment is waning’ – cnbc
European Shares Close Lower With Upcoming US Data in Focus; Siemens Slides – Reuters
Hedge funds are still dumping stocks while retail investors keep the bull market alive – cnbc
Disney Shares Sink Most In Seven Months As Soft Earnings, Film Costs Drag Outlook – Zerohedge
Disney posts mixed results as streaming growth is offset by legacy TV declines – cnbc
Factbox-Major Analyst and Enterprise Forecasts on the AI Market – Reuters
Futures Drop As Markets Sell News Of Government Reopening – Zerohedge
Norway Wealth Fund May Invest in Top Defence Firms After 21-Year Ban – Reuters
Michael ‘Big Short’ Burry Rage-Quits Market, Liquidates Hedge Fund – Zerohedge
Euro Zone Industrial Output Weak but Skewed by Ireland, Data Shows – Reuters
UBS sets Stoxx 600 price target for 2026 – investing
European markets set to open broadly higher as U.S. government shutdown ends – cnbc
Wednesday 11.12
Trump signs funding bill, ends government shutdown – cnbc
Stocks making the biggest moves after hours: Cisco, Flutter Entertainment, Firefly and more – cnbc
Cisco beats on earnings and guidance, lifting stock – cnbc
Stocks mixed ahead of House vote on government shutdown – Newsquawk US Market Wrap
Dow scores first close above 48,000, buoyed by expected end of government shutdown – cnbc
Record Number of Subprime Borrowers Miss Car Loan Payments in October, Data Shows – Reuters
Trump To Strengthen Wall Street Ties With Private Dinner At White House Tonight – Zerohedge
Will The Growth Of Stablecoins Drain Bank Deposits? – Zerohedge
Stocks making the biggest moves midday: Goldman Sachs, AMD, Oklo, Circle Internet & more – cnbc
SpaceX Cellular Starlink Now Beaming To Apple Watches In Canada & Japan – Zerohedge
Stocks making the biggest premarket moves: Advanced Micro Devices, Clearwater Analytics, On Holding and more – cnbc
IBM Says ‘Loon’ Chip Shows Path to Useful Quantum Computers by 2029 – Reuters
Futures Rise With Government Set To Reopen Within Hours – Zerohedge
OPEC Shifts Oil Outlook to See Small Surplus in 2026 – Reuters
Why private equity is stuck with ‘zombie companies’ it can’t sell – cnbc
German Economic Council Cuts Growth Forecast for 2026 – Reuters
Infineon Q4 revenue rises on AI power demand, sees moderate 2026 growth; stock up – investing
German inflation eases to 2.3% in October – investing
European markets set to open broadly higher as positive momentum continues – cnbc
Asia markets mostly rise after Wall Street trades mixed; SoftBank falls as much as 10% after selling entire stake in Nvidia – cnbc
Nvidia supplier Foxconn third-quarter profit beats expectations, rising 17% on AI demand – cnbc
China’s DeepSeek Issues Rare Warning Of An Incoming AI-Fueled Jobpocalypse – Zerohedge
Tuesday 11.11
Business Live – guardian
‘Big Short’ investor Michael Burry accuses AI hyperscalers of artificially boosting earnings – cnbc
AI’s $5 Trillion Data-Center Boom Will Dip Into Every Debt Market, JPMorgan Says – BBG
Dollar sold on poor ADP report while stocks see two-way trade – Newsquawk US Market Wrap
Dow Notches Record High Close; Traders Bet on End to Government Shutdown – Reuters
Dow closes at record high but Nasdaq slips as investors rotate out of technology stocks – cnbc
AMD’s Lisa Su sees 35% annual sales growth driven by ‘insatiable’ AI demand – cnbc
CoreWeave shares slide as analyst warns data centre delays could destroy value – bbg
Stocks making the biggest moves midday: CoreWeave, Fermi, Paramount Skydance, Gemini and more – cnbc
AI Cloud Firm Nebius Signs $3 Billion Deal With Meta, Posts More Than Four-Fold Rise in Revenue – Reuters
European Stocks Close at Record High, Led by Buoyant Healthcare Shares, Hopes for End to US Shutdown – Reuters
Market Outlook: Euphoria in markets may signal late-stage bull run, strategist warns – bbg
Microsoft Plans to Invest $10 Billion in Portuguese AI Data Hub – Reuters
Bank of America: Nearly one-third of low-income US households are living paycheck to paycheck – yahoofinance
Dollar Dumps As ADP Report Shows Big Job Losses In October, Small Biz Optimism Hits 6 Month Lows – Zerohedge
US Lost Jobs Through Late October, New Private-Sector Data Shows – Reuters
Stocks making the biggest moves premarket: Nvidia, Paramount Skydance, Rigetti Computing & more – cnbc
Futures Slide As AI Jitters Return After SoftBank Liquidates Nvidia Stake – Zerohedge
S&P 500 to hit 7,100 by end-2025: Wells Fargo – cnbc
Stocks Shine as Foreigners Add $27 Billion to EM Portfolios in October, Says IIF – Reuters
‘Mark It Zero’: BlackRock Hit With Sudden Total Loss On $150 Million Private Loan – Zerohedge
European corporate outlook improves as companies defy uncertainty – Reuters
U.S. corporate buybacks surge 15% in 2025, providing market tailwind: GS – investing
German investor morale declines unexpectedly in November, ZEW finds – Reuters
Senate passes bill to end government shutdown, sending it to House – cnbc
Europe stocks higher; Swiss stocks rise on optimism over possible reduction in U.S. tariffs – cnbc
Asia-Pacific markets lose gains in volating trading, breaking ranks with Wall Street on AI trade revival – cnbc
SoftBank Dumps Entire Nvidia Stake To Double-Down On ‘Core AI Enablers’ – Zerohedge
SoftBank sells its entire stake in Nvidia for $5.83 billion – cnbc
Monday 11.10
Business Live – guardian
Michael Burry warns of $176 billion depreciation understatement by tech giants – investing
Ast Spacemobile misses Q3 expectations, maintains revenue outlook – investing
CoreWeave’s revenue more than doubles as AI buildout expansion accelerates – cnbc
Stocks bid and Dollar hit as optimism rises over potential ending of Government shutdown – Newsquawk US Market Wrap
Wall Street Jumps, Nvidia and Palantir Lead AI Surge – Reuters
Dow closes up nearly 400 points, Nasdaq rebounds 2% with end to shutdown in sight – cnbc
Retail Rally Running Out of Steam After Record Streak, J.P. Morgan Warns – Reuters
Nuclear power will get the most Energy Department loans, Chris Wright says – cnbc
Stocks making the biggest moves midday: Penn Entertainment, Metsera, Six Flags & more – cnbc
European Shares Gain on Hope of End to US Government Shutdown; Diageo Shines – Reuters
US PREMARKET
Stocks making the biggest moves premarket: American Airlines, Diageo, Palantir & more – cnbc
European Nuclear Firms Look to US for Faster Growth – Reuters
Global Markets Soar As US Government Set To Reopen After Democrats Cave – Zerohedge
UBS sets S&P 500’s 2026 year-end target at 7,500 on AI-driven rally – Reuters
Five things to watch in markets in the week ahead – cnbc
Euro zone investor morale worsens further than expected – Reuters
Key Events This Week: Jobs Report Could Come As Soon As Thursday Once Govt Reopens; Fed Speakers Galore – Zerohedge
US Senate advances bill to end federal shutdown – Reuters
New U.S. nuclear power boom begins with old, still-unsolved problem: What to do with radioactive waste – cnbc
Europe markets rally on hopes of an end to U.S. government shutdown; Diageo up 7% – cnbc
South Korea’s Kospi jumps more than 3% to lead Asia recovery rally after AI-fueled rout – cnbc
TSMC Oct revenue up 17% as AI-fueled demand persists – investing
SoftBank-backed Lenskart wobbles after volatile debut despite oversubscribed IPO – cnbc