Market news
Short write-ups on events that move US stocks and futures: what happened, when, and the sources. Every post shows its publish time and links its sources. No buy/sell calls or price targets.
Market newsPolymarket's revenue run rate tops $1.8 billion as U.S. trading surges
Polymarket told CNBC its annualized revenue has topped $1.8 billion, up from more than $1 billion in June, as monthly U.S. trading volume more than tripled to $14.77 billion in October.
Market newsNvidia stock falls 6% as investors await Jensen Huang's fate
Nvidia shares fell more than 6% in premarket trading on Thursday after the board met to discuss whether to remove Jensen Huang as CEO, with Bernstein halving its valuation of Nvidia to $200.
Market newsHow to read an earnings report in 5 minutes
An earnings report is four checks and one paragraph of guidance. Revenue and EPS against consensus, margins, and the outlook — that is most of what moves a stock on earnings day.
Latest
Trump's poll setback fuels hope for U.S.-India trade deal
The U.S.-India trade deal may be signed in December after Trump's midterm setback, with talks largely concluded and tariffs in focus.
Market newsMusk says it would be an 'honor' to hire Nvidia's Jensen Huang
Elon Musk said hiring Jensen Huang "would be an honor" as Nvidia's board met to discuss the CEO's future and the shares swung sharply after hours.
Market newsChina's spy agency thrust into spotlight by Nvidia CEO affair
China's Ministry of State Security is under new scrutiny after U.S. intelligence linked it to the businesswoman at the center of the Nvidia CEO affair.
Market newsSocial Security could pay full benefits until 2059, AARP finds
Taxable payroll has shrunk from 41% of GDP in 1983 to 34% in 2025. Had it kept pace with the economy, AARP says the trust funds could pay full benefits until 2059 — 25 years beyond the projected 2034 depletion date.
Market newsMegaspeed: the Nvidia partner at the center of the chip probe
Megaspeed, a Singapore cloud firm tied to Nvidia CEO Jensen Huang's reported affair, saw its assets jump from $33 million to about $3 billion in a year. Here is what CNBC found about its footprint across Asia.
Market newsChinese AI firms race to lock in Nvidia capacity abroad
Chinese AI firms are rushing to rent Nvidia-powered computing outside China, fearing the Huang scandal could close the remote-access gap in US export controls. The House passed a bill on such access 369–22 in January.
Market newsEmergency fund first: the foundation before investing
Only 63% of US adults could cover a $400 emergency with cash, the Fed found. A cash buffer of 3 to 6 months of expenses keeps a surprise bill from forcing a sale.
Market newsSenators urge Trump team to preserve Nvidia export records
Senators Elizabeth Warren and Chris Coons asked the Trump administration to preserve all records tied to Nvidia's chip exports to China as scrutiny of CEO Jensen Huang grows.
Market newsNvidia board meeting on Huang's future stretches into evening
Nvidia's board met late Wednesday to decide CEO Jensen Huang's future after reports of two affairs, while Elon Musk said hiring him would be an honor.
Market newsCongress presses Nvidia's Huang to resign as subpoena threat grows
Senators and House members called on Nvidia CEO Jensen Huang to resign on Wednesday, and three House committees threatened a subpoena if he refuses to testify about his reported ties to a suspected Chinese spy.
Market newsWeek in review
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See all →Market newsPolymarket's revenue run rate tops $1.8 billion as U.S. trading surges
Polymarket told CNBC its annualized revenue has topped $1.8 billion, up from more than $1 billion in June, as monthly U.S. trading volume more than tripled to $14.77 billion in October.
Market newsNvidia stock falls 6% as investors await Jensen Huang's fate
Nvidia shares fell more than 6% in premarket trading on Thursday after the board met to discuss whether to remove Jensen Huang as CEO, with Bernstein halving its valuation of Nvidia to $200.
Market newsHow to read an earnings report in 5 minutes
An earnings report is four checks and one paragraph of guidance. Revenue and EPS against consensus, margins, and the outlook — that is most of what moves a stock on earnings day.
Polymarket's revenue run rate tops $1.8 billion as U.S. trading surges
Polymarket told CNBC its annualized revenue has topped $1.8 billion, up from more than $1 billion in June, as monthly U.S. trading volume more than tripled to $14.77 billion in October.
Market newsNvidia stock falls 6% as investors await Jensen Huang's fate
Nvidia shares fell more than 6% in premarket trading on Thursday after the board met to discuss whether to remove Jensen Huang as CEO, with Bernstein halving its valuation of Nvidia to $200.
Market newsHow to read an earnings report in 5 minutes
An earnings report is four checks and one paragraph of guidance. Revenue and EPS against consensus, margins, and the outlook — that is most of what moves a stock on earnings day.
Market newsTrump's poll setback fuels hope for U.S.-India trade deal
The U.S.-India trade deal may be signed in December after Trump's midterm setback, with talks largely concluded and tariffs in focus.
Market newsMusk says it would be an 'honor' to hire Nvidia's Jensen Huang
Elon Musk said hiring Jensen Huang "would be an honor" as Nvidia's board met to discuss the CEO's future and the shares swung sharply after hours.
Market newsChina's spy agency thrust into spotlight by Nvidia CEO affair
China's Ministry of State Security is under new scrutiny after U.S. intelligence linked it to the businesswoman at the center of the Nvidia CEO affair.
Market newsSocial Security could pay full benefits until 2059, AARP finds
Taxable payroll has shrunk from 41% of GDP in 1983 to 34% in 2025. Had it kept pace with the economy, AARP says the trust funds could pay full benefits until 2059 — 25 years beyond the projected 2034 depletion date.
Market newsMegaspeed: the Nvidia partner at the center of the chip probe
Megaspeed, a Singapore cloud firm tied to Nvidia CEO Jensen Huang's reported affair, saw its assets jump from $33 million to about $3 billion in a year. Here is what CNBC found about its footprint across Asia.
Market newsChinese AI firms race to lock in Nvidia capacity abroad
Chinese AI firms are rushing to rent Nvidia-powered computing outside China, fearing the Huang scandal could close the remote-access gap in US export controls. The House passed a bill on such access 369–22 in January.
Market newsEmergency fund first: the foundation before investing
Only 63% of US adults could cover a $400 emergency with cash, the Fed found. A cash buffer of 3 to 6 months of expenses keeps a surprise bill from forcing a sale.
Market newsSenators urge Trump team to preserve Nvidia export records
Senators Elizabeth Warren and Chris Coons asked the Trump administration to preserve all records tied to Nvidia's chip exports to China as scrutiny of CEO Jensen Huang grows.
Market newsNvidia board meeting on Huang's future stretches into evening
Nvidia's board met late Wednesday to decide CEO Jensen Huang's future after reports of two affairs, while Elon Musk said hiring him would be an honor.
Market newsCongress presses Nvidia's Huang to resign as subpoena threat grows
Senators and House members called on Nvidia CEO Jensen Huang to resign on Wednesday, and three House committees threatened a subpoena if he refuses to testify about his reported ties to a suspected Chinese spy.
Market newsChip stocks surge to a record as Micron and AMD lead the rebound
Semiconductor stocks powered a broad market rebound on Wednesday, with the PHLX index closing at a record as Micron jumped nearly 12% and AMD rose more than 7%.
Market newsRisk vs volatility: they are not the same thing
Volatility is how much prices move; risk is the chance the money never comes back. In 2020, the S&P 500 fell about 34% in 33 days — then set a new record 5 months later.
Market newsNvidia board prepares to oust CEO Huang, WSJ reports
The Wall Street Journal reported Nvidia's board is preparing to remove CEO Jensen Huang and could meet as soon as Wednesday. Shares fell more than 9% after hours.
Market newsCoreWeave soars 24.7% for best day since April 2025
CoreWeave jumped 24.71% to $60.77 after third-quarter revenue rose 168% to $3.7 billion and the company raised its 2026 outlook.
Market newsNYT: Nvidia CEO Huang reported to have had affair with VP Powell
The New York Times reported Nvidia chief Jensen Huang had an extramarital relationship with Kimberly Powell, his vice president of healthcare. Nvidia shares fell more than 3% late Wednesday, erasing a 2.87% gain.
Market newsMeta's longtime infrastructure chief to step down in early 2027
Meta said its longtime head of infrastructure, Santosh Janardhan, will leave early next year, with former Amazon Web Services executive Dave Brown taking over the team that builds Meta's data centers.
Market newsCanada's ambassador warns Trump tariffs are raising costs and chilling U.S. investment
Canada's ambassador to the U.S. warned that tariff uncertainty is raising the cost of capital and holding back expansion, as duties on Canadian imports jumped to $10 billion in 2025.
Market newsGevo jumps 31% after record quarter swings it to profit
Gevo shares jumped 30.9% to $1.82 on Wednesday after the renewable fuels maker posted record third-quarter revenue of $83 million and swung to a $23 million profit, helped by carbon credit sales.
Market newsDiversification: why one stock is never a plan
Risk splits into two kinds: the risk of one company, which spreading out can reduce, and the risk of the whole market, which it cannot. A century of stock data shows why that split matters.
Market newsIs Nvidia too big to fail? Its AI financing web raises the stakes
Nvidia has built hundreds of billions of dollars in AI financing commitments, and analysts say trouble at the chipmaker could spread well beyond tech stocks.
Market newsApple hits a new record as options traders pile into calls
Apple set a new all-time high and stretched its 2026 rally to 30% as options traders piled in, treating the iPhone maker as a haven in a shaky tech market.
Market newsSingapore opens 500-tonne gold vault in bid for bigger share of bullion trade
Singapore's central bank opened its national currency vault to foreign central banks' gold, with room for 500 metric tons, as the city-state builds clearing, tax breaks and futures for a bigger share of bullion trade.
Market newsSenators press HHS over prediction markets on drug trials and FDA approvals
2 Democratic senators asked the Department of Health and Human Services what it is doing about prediction markets that let people bet on clinical trial results and FDA drug approvals.
Market newsDollar-cost averaging: investing without timing the market
Dollar-cost averaging means investing a fixed sum on a fixed schedule, whatever the price. A simple example shows how it lowers the average cost — and why its real value is discipline, not higher returns.
Market newsU.S. and China set AI 'super intelligence' dialogue ahead of summit
Treasury Secretary Scott Bessent said Washington and Beijing will exchange best practices on testing advanced AI models, as Trump and Xi prepare to meet next week.
Market newsCoreWeave CEO cancels his share-sale plan as stock rallies after Q3 beat
Michael Intrator told CNBC he has scrapped his 10b5-1 selling plan after selling $794.2 million of stock, as CoreWeave shares jumped about 20% on strong results.
Market newsAlibaba to spin off chip unit T-Head in Hong Kong IPO
Alibaba said the Hong Kong Stock Exchange will allow it to list its T-Head chip unit, a step toward a public offering as China pushes homegrown AI chips.
Market newsWhite House vows to press ahead with tariffs despite midterm backlash
The White House says tariffs will continue at full pace despite voter anger over the cost of living, with polls showing most Americans want the duties repealed.
Market newsHELOC balances post biggest jump since 2005 as homeowners tap equity
Home equity credit lines jumped $23 billion in the third quarter to $481 billion, the largest quarterly rise since 2005, as owners borrow against record housing wealth.
Market newsInvestors pivot to defensive stocks as markets enter a 'state of alert'
Money is rotating out of technology into healthcare, staples and utilities after a bruising October, with strategists split over how far the defensive shift can run.
Market newsCompound interest: why starting early beats starting big
Compound interest means earning returns on your past returns. The SEC's example: $730 saved once at 5% grows to $3,155.02 in 30 years — and ten early years can beat thirty later ones.
Market newsNvidia rebounds 5% in premarket after two-day slide on Huang scrutiny
Nvidia shares rose 5.3% in premarket trading on Wednesday after falling for two days amid scrutiny of CEO Jensen Huang. The company hired Wachtell Lipton to investigate the matter.
Market newsFed December rate-hike bets surge after hot October CPI
The market is pricing an 87.3% chance of a 25-basis-point Fed rate hike in December after a hot October CPI, and Dallas Fed President Lorie Logan says at least two more hikes may be warranted.
Market newsU.S. credit card debt hits a record $1.29 trillion
Credit card balances rose $22 billion in the third quarter to a record $1.29 trillion, and total U.S. household debt hit $19.1 trillion, also a record, according to the Federal Reserve Bank of New York.
Market newsCoreWeave beats Q3 estimates and lifts outlook as AI-spending fears ease
CoreWeave reported third-quarter revenue of $3.66 billion, up 168% from a year earlier, and raised its full-year outlook. Its shares rose about 19% in premarket trading after a financing plan eased debt worries.
Market newsAnthropic Sets $70–$78 IPO Range, Valuing Claude Maker at Up to $1.4 Trillion
Anthropic set a $70–$78 price range for its IPO of 825 million shares, a deal that could raise up to $64.35 billion and value the Claude maker at as much as $1.4 trillion on a fully diluted basis.
Market newsBrent Briefly Falls Below $90 as Traders Weigh Iran De-escalation
Brent traded below $90 for the first time since August on Tuesday. Trump signaled restraint on Iran as oil traders also weighed physical supply.
Market newsU.S. October CPI Rises 0.4% as Core Inflation Holds at 0.3%
October consumer prices rose 0.4% from September, and core prices rose 0.3%. AP reported that both readings exceeded forecasts.
Market newsNvidia and Jensen Huang Face Shareholder Suit Over Disclosures
A proposed securities class action adds a court case to Nvidia’s board inquiry. A shareholder alleges investors were misled about disclosures involving Megaspeed.
Market newsWall Street falls as Treasury yields rise after CPI
At 07:45 PT, the S&P 500 was down 0.7%, the Dow 0.6% and the Nasdaq Composite 0.8%, according to AP. Treasury yields rose.
Market newsMusk and Sequoia's Maguire Back Nvidia CEO Huang as Probe Continues
Elon Musk and Sequoia partner Shaun Maguire publicly backed Huang's business record while Nvidia's board probe continues. Nvidia closed 4.27% lower Monday.
Market newsCoreWeave Heads Into Earnings With Financing Costs in Focus
CoreWeave reports third-quarter results Tuesday, Nov 10. Rosenblatt kept its Buy rating but lowered its valuation, and interest costs are the main question.
Market newsJensen Huang's Affair Admission: How Past CEO Conduct Cases Played Out
Jensen Huang admitted an affair and Nvidia's board opened a review. We look at the governance questions and how earlier CEO conduct cases affected stocks.
Market newsNvidia Probe Puts U.S.–China Chip Export Policy Back in Focus
The investigation tied to CEO Jensen Huang has widened into questions about chip exports to China, a Justice Department inquiry and Nvidia's role in Washington.
Market newsNvidia Opens Probe Into CEO Jensen Huang: Three Risks Investors Weigh
Nvidia's board opened an independent probe tied to CEO Jensen Huang, and the stock fell about 4% Monday. We look at key-person, policy and governance risk.
Market newsOctober CPI Due Tuesday as Fed Rate-Hike Odds and Gasoline Draw Focus
Reuters and Bloomberg said markets await October CPI, with swaps pricing a likely December Fed hike after a September increase tied to the oil surge.
Market newsU.S.–Iran Talks Show No Breakthrough as Oil Falls and Gold Rises
Rubio said talks with Iran are not near a breakthrough while Trump signaled no new strikes for now; Brent settled down 5.85% Monday, Reuters reported.
Market newsStocks Rebound Sharply as Nasdaq Exits Correction; Nvidia Falls
The Dow rose 2.15%, the S&P 500 2.35% and the Nasdaq 2.74% on Monday after last week's AI sell-off, while Nvidia fell about 4%.
Market newsWeek Ahead: October CPI, Veterans Day and AI-Linked Earnings, Nov 9–13
The October CPI on Tuesday and PPI on Friday headline a week that also brings Veterans Day and earnings from CoreWeave, Applied Materials and Cisco.
Week aheadWeek in Review: Stocks Fall for a Fourth Week as an AI-Chip Selloff Hits
The S&P 500 lost 2.7% and the Nasdaq 3.4% for the week ended Nov 6, as a Thursday chip rout, a strong jobs report and a plunge in oil shaped trading.
Week in review