Good morning.
The Fast Five → Nvidia CEO’s ouster leaves AI world reeling, Nvidia's market value sinks by $1.6 trillion, the end of the ‘Nvidia put’, Chinese AI firms rush to secure Nvidia chip capacity amid fears of US curbs, and SpaceX and Tesla talks on record merger are progressing…
📌 Circle March 19 on your calendar →
(from Brownstone Research)
Calendar: Full Calendar »
Today:
Producer Price Index, 8:30A
Monday:
None watched
Your 5-minute briefing for Friday, November 13:
BEFORE THE OPEN
As of market close 11/12/2026.
Pre-Market:
Market Wrap:
Futures: Dow flat, S&P -0.12%, Nasdaq -0.38%
Thu: Dow -190 (-0.4%), S&P -0.4%, Nasdaq -0.4%
Nvidia fell 4.3% following CEO Jensen Huang's exit
CFO Colette Kress named Nvidia's interim CEO
Brent crude surged 3% to $95.82
Week: Dow nearly +2%, S&P +2.9%, Nasdaq +3.2%
Focus shifts to Friday's PPI inflation report
EARNINGS
None watched today: Full earnings calendar here »
How to Profit From "The SpaceX Supercycle"
>> Act Before March 19 <<
Last time a rare supercycle happened…
Investors could have turned $5,000 into $1 million… $1.7 million… or even $8.5 million… in under 4 years.
Extraordinary gains like this can't be promised...
But Jeff Brown just revealed how to play Musk's new wealth supercycle.
- A sponsored message from Brownstone Research -
HEADLINES
Jensen Huang’s resignation Thursday sparks fears over a hit to innovation, an unwind of the AI money machine, and a litany of legal and political battles to come.
SpaceX and Tesla are progressing in their merger negotiations, setting the stage for a combination that could redefine the limits of global dealmaking.
Dow, S&P, Nasdaq slip as Nvidia stock falls on CEO exit, bond yields rise (more)
Nvidia's market value sinks by $1.6 trillion (more)
The end of the ‘Nvidia put’ that powers the AI ecosystem (more)
Fallout from Nvidia scandal may dampen the exuberance around AI boom (more)
10-yr Treasury jumps back above 5% as oil gains, more Fed hikes expected (more)
Treasury selloff accelerates, European bonds follow suit (more)
US weekly jobless claims increase, but labor market remains stable (more)
Oil prices set for second weekly decline as Trump sticks with Iran blockade (more)
Home sales fall to lowest level since 2010 (more)
Congress developing consensus on limiting chip exports to China (more)
Chinese AI firms rush to secure Nvidia chip capacity on fears of US curbs (more)
Widespread Microsoft outage takes down Outlook, other 365 services (more)
Qualcomm CEO on tech stock meltdown: ‘There is no AI correction’ for us (more)
Bill Ackman is still betting on Microsoft amid Anthropic enterprise push (more)
Starbucks CEO eyes LVMH to possibly build a new multibrand empire (more)
Keurig Dr Pepper plans $2B stock offering to cut debt ahead of split (more)
DEALFLOW
M+A | Investments
Hancock Whitney to acquire Trustmark in $3.2B all-stock deal
Komatsu to acquire Astec’s road construction equipment division
Serco to acquire QinetiQ’s US business for $292M
Alma Mater Footwear receives investment from BrknPar
Francis Medical receives investment from JJDC
MyoWorks receives investment from Mastercraft Ventures
VC
Imprint, a payments, loyalty, and customer intelligence platform, raised $130M in funding
Databento, a financial market data platform, raised $100M in Series C funding
Rox, an AI revenue agent platform for the Global 2000, raised $100M in Series B funding
Mount Thor, a managed Apple cloud infrastructure for AI research and deployment, raised $45M in Seed and Series A financing
Kindo, an enterprise AI agent management platform, raised $30M in funding
Coreshell Technologies, a provider of battery technology, raised $30M in Series B financing
Hatz AI, an AI operating system for SMB’s delivered through Managed Service Providers (MSPs), raised $24M in Series A funding
XpertDox, an AI-powered automated medical coding solution, raised $20M in Series A funding
Duet, a network for nurse practitioner-owned primary care practices, raised $15M in Series A funding
Tristar AI, a real-time intelligence and AI vision platform for the factory floor, raised $12.4M in Series A funding
Axle, an operating system for sell-side corporate access, raised $9M in funding
Athlete To Athlete, a one-on-one virtual mentorship platform connecting youth athletes with college athletes, raised $8M in Series A funding
Delphina, an AI analytics platform empowered by autonomous business context agents, raised $7.5M in funding
Helix, a voice-powered human verification platform, raised $6.2M in funding
Araceli Biosciences, a provider of cellular imaging platforms for drug discovery, raised $4.5M in funding
Mondrio, an agentic B2B pricing management platform that turns insights into revenue, raised $3.75M in funding
CRYPTO
BULLISH BITES
📈 Musk opens "rarest wealth-building window known to man" *
🌎 Nvidia is officially too big to fail.
📊 How Anthropic stacks up against some of the biggest US IPOs.
⏳ Why the stock market feels 'very 1999'.
💉 Men are outspending women on Botox. Here’s what they’re asking for…
DAILY SHARES
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