Good morning.
The Fast Five → Hot inflation report has Wall St eyeing a jumbo Fed rate hike, Wall St unbothered by Nvidia scandal, Anthropic sets IPO price range at $70-$78, bond yields spike most since tariff meltdown, and Micron is a screaming buy at current valuation levels…
📌 Write this ticker down now. And get in before Dec. 9 →
(from The Opportunistic Trader)
Calendar: Full Calendar »
Today:
FOMC’s Waller Speaks, 4:00A
Consumer Price Index, 8:30A
Tomorrow:
Unemployment Claims, 8:30A
Your 5-minute briefing for Wednesday, November 11:
BEFORE THE OPEN
As of market close 11/10/2026.
Pre-Market:
Market Wrap:
Futures: Dow +88 (+0.2%), S&P +0.2%, Nasdaq +0.4%
Tue: Dow -150+, S&P -0.4%, Nasdaq -0.7%
Nvidia fell 5.5% amid ongoing CEO controversy
October CPI rose 0.4%, exceeding expectations
December Fed rate-hike odds climbed to 90%
CoreWeave beat third-quarter revenue expectations
Focus shifts to AI stocks and Fed rate outlook
EARNINGS
Here’s what we’re watching this week:
Today:
CoreWeave $CRWV ( ▼ 0.51% ) - Q3 loss of $1.55 per share projected with revenue forecast to jump to $3.5B from $1.4B
THU:
Cisco Systems $CSCO ( ▼ 0.51% ) - $1.32 EPS (+32% YoY) on $18.1B revenue (+21.7% YoY)
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HEADLINES
A hotter-than-expected October inflation reading showed that inflation remains elevated after soaring in September, solidifying the odds the Fed will raise interest rates next month.
Wall Street giants have hundreds of billions of dollars riding on Nvidia, but sound remarkably unfazed by the trouble the company is in.
Wall St ends lower as hot inflation data, Fed comments raise rate worries (more)
October inflation breakdown: Cheaper gas, bigger grocery bills (more)
Fed officials open door to a quicker round of rate hikes as inflation worsens (more)
Bond yields spike most since tariff meltdown on rate-hike bets (more)
10-yr Treasury yield jumps as hot inflation lifts rate-hike odds (more)
BofA warns the S&P 500 is 'the most crowded equity ticker in the world' (more)
AI debt blowups become fodder for ETFs aimed at retail investors (more)
Americans' credit card debt hits a record high (more)
US gas prices fall below $4 for the first time since July (more)
Nvidia extends decline on report CEO affair aided $7.5B in China chip shipments (more)
CoreWeave pops as Q3 revenue beats estimates, raises full-year outlook (more)
Micron is a screaming buy at current valuation levels (more)
Anthropic sets IPO price at $70-$78, valuing company at up to $1.4T (more)
TSMC to invest up to $1 billion in Anthropic, OpenAI (more)
Amazon, Google set for big windfall from Anthropic IPO (more)
AI’s biggest cheerleader loses $7B as data center bets backfire (more)
DEALFLOW
M+A | Investments
Diamondback, KKR to get stake in water firm for $2.1B
Oura to buy AI doctor startup Counsel Health for $625M
AstraZeneca bolsters vaccine pipeline with US-biotech Omniose acquisition
Cogent agrees to acquire AI security company Specular
Toutix receives $3M investment from Evolution Equity Partners
Kinneberg Management Group receives investment from Thompson Street Capital Partners
VC
Mercor, an AI data company helping orgs train and evaluate AI using human expertise, raised $750M in Series D funding
Nominal, a hardware intelligence platform, raised $240M in Series C funding
Mavria, a startup producing modular data centers, raised $130M in total funding
Daylight, a cybersecurity company combining AI-native security platforms with human security experts, raised $80M in Series B funding
Alta, a company building infrastructure to bring global banking onchain, raised $80M in funding
Charta Health, an AI medical chart review platform built for billing accuracy, raised $55M in Series B funding
Bay, an AI security platform that builds a layer service for agentic enterprises, raised $50M in total funding across a Series A and Seed round
Nanopath, a point-of-care diagnostics company enabling rapid molecular testing, raised $25M in Series B funding
Primordial Labs, an NLC2 platform for military systems, raised $18M in Series A funding
PromptPath, an AI-enabled conversation assist platform for automotive dealerships, raised $12M in Series A funding
Marble, a provider of capital markets infrastructure and trading solutions for frontier markets, raised $11M in Seed funding
Ancep, a provider of AI agents for commercial insurance brokers, raised $8.5M in funding
Blackletter, a proprietary tech platform integrating lawyers to improve legal operations, raised $6M in Seed funding
Scalestack, a secure governance and control platform for autonomous AI agents, raised an undisclosed amount and acquired AI agent workspace Alysio
FluxPoint Energy, a provider of uranium conversion capacity for the nuclear fuel supply chain, raised an undisclosed amount in Seed funding
Sparxity, a provider of sparse-native AI computing platforms, raised an undisclosed amount in Series A funding
CRYPTO
BULLISH BITES
🛑 Stop waiting 7 long years to double your money. *
🤑 Anthropic founders’ stakes are worth $18B a piece at IPO price.
🤔 How much you can make in 2027 and still pay 0% capital gains tax.
🏴☠️ The $26 million cyber heist rocking a small New Jersey town.
🏆 A brand you likely haven’t heard of just won top prize at the ‘Oscars of watches’.
DAILY SHARES
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