MARKETS

The Wire is the Markets family’s live news board — every headline that can move SPY, Trump’s posts, today’s catalysts and the week’s calendar, gathered by Muse and refreshed every 5 minutes on market days.

SPY ON THE WIRE · gathered by Muse · updated 11:59pm CT · market-hours gather 7:30am–3pm CT

TOP OF THE WIRE

CNBC5:13pm CT

Cramer’s week ahead: AI data center stocks face another hurdle and so does the Fed

CoreWeave and Nebius earnings, alongside key inflation reports that could shape the Fed's next interest rate decision, are the focus.

Read at Cnbc →
CNBC12:42pm CT

San Francisco Fed President Daly says higher rates 'are likely to be needed' in inflation fight

Daly called Friday's jobs report "good news for American workers," but noted the pressure inflation is exerting on household finances

Read at Cnbc →
CNBC11:02am CT

The AI ‘credit card’ is getting costlier as CoreWeave bond yield tops 16%

Coreweave's steep yields reflect stress in the AI debt markets as investors worry about a data center slowdown. What comes next.

Read at Cnbc →

TRUMP · LATEST POSTS

His Truth Social stream, via the trumpstruth.org archive — every post, newest first. Posts matching the market-moving watch criteria carry the tag.

TRUTH SOCIAL12:51pm CT

I am pleased to announce that Mr. Stephen Miller, the current Deputy Chief of Staff of the Trump Administration, and one of my most trusted advisors, will become the Chief of Staff starting Monday, November 9, 2026. Susie Wiles, who has done an outstanding job, will be moving over to the Trump Political Operation. I want to thank her for…

Read on Truth Social →
TRUTH SOCIAL12:09pm CTMARKET-MOVING

Israel and, in fact, the entire Middle East, WOULD NOT EXIST TODAY if I did not stop Iran from having a Nuclear Weapon. Nobody wants to say that, but everybody knows it’s true! President DONALD J. TRUMP

Read on Truth Social →
TRUTH SOCIAL12:05pm CT

MAGA Warrior Joe Gruters, who has been with us from the very beginning, is running to continue as Chairman of the Republican National Committee. As Chairman, Joe turned the RNC into an efficient, focused, and powerful machine that will continue to empower the America First Agenda for many years to come. As State Senator and Chairman of…

Read on Truth Social →
TRUTH SOCIAL6:01am CT

As President, I am 100% in favor of Super Intelligence (SI), and will work with the many States in the U.S. that want to become RICH by having them. They are GOLD, and only foolish leadership will say “NO” to the riches they bring! President DJT

Read on Truth Social →
TRUTH SOCIALYesterday 6:14pm CT

I JUST WASN’T ON THE BALLOT. IF I WERE, WE WOULD HAVE WON IN A LANDSLIDE! President DONALD J. TRUMP

Read on Truth Social →
TRUTH SOCIALYesterday 6:02pm CTMARKET-MOVING

The Stock Market crashed today because the Dumocrats had a big Tuesday — So sad to see, you only have yourselves to blame! President DONALD J. TRUMP

Read on Truth Social →

THE FEED

MARKETWATCH3:37pm CT

Data centers run on debt. That was a problem for bonds this year — and it’s only going to get worse.

AI debt issuance this year overwhelmed investor portfolios, and has disappointed from a performance perspective. The funding need won’t get any better with Democrats in control of Congress.

Read at Marketwatch →
CNBC3:07pm CT

Investors brace for lower Anthropic valuation, calling $1.5 trillion a 'stretch'

Anthropic could list below a $1.5 trillion valuation, trailing previous expectations, as the AI trade sours on Wall Street.

Read at Cnbc →
MARKETWATCH2:58pm CT

Micron’s stock is dirt cheap — and that’s igniting a fierce online debate

Valuation purists see a ridiculously inexpensive stock, but some semiconductor investors say Micron’s earnings power won’t hold up.

Read at Marketwatch →
CNBC2:42pm CT

Nasdaq drops into correction territory — here’s what typically happens next

Nasdaq’s slide into correction territory puts its history of recoveries in focus. Here's what history shows.

Read at Cnbc →
CNBC2:36pm CT

Here's a rapid-fire update on all 31 of our stocks, including 2 to buy now

We closed out a wild market week on Friday at the Investing Club's fourth Annual Meeting at the New York Stock Exchange.

Read at Cnbc →
CNBC1:48pm CT

OpenAI bugging suspect Alfozan pleads not guilty

Saudi national Abdulrahman Alfozan is charged in an indictment with planting a recording device in a conference room at artificial intelligence giant OpenAI.

Read at Cnbc →
CNBC1:25pm CT

A disturbing employment trend is hiding beneath the latest strong job numbers

The average jobless worker's bout of unemployment surpassed 27 weeks in October, the highest outside of the pandemic period in a decade.

Read at Cnbc →
CNBC12:35pm CT

OpenAI, Arm and Qualcomm executives react to post-midterm AI sell-off

Executives of major tech companies are largely projecting optimism about continued growth in the artificial intelligence sector despite a post-midterm sell-off.

Read at Cnbc →
CNBC12:31pm CT

Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain

Microsoft is winding down the number of neoclouds it counts as partners, picking key suppliers and focusing on its own data centers.

Read at Cnbc →
CNBC12:15pm CT

AI crush is powering one stock to sky-high valuations

Despite sky-high valuations, Mike Khouw argues Costco shares could present a compelling buy.

Read at Cnbc →
MARKETWATCH11:51am CT

DraftKings’ expensive bet on prediction markets is crushing its stock

Shares of the online betting platform slid more than 26% on Friday, as analysts worry about regulation and competition.

Read at Marketwatch →
MARKETWATCH11:47am CT

What’s next for your portfolio after the decline in Big Tech stocks?

Also in Weekend Reads: Ideas for generating investment income, new tax brackets, buying a home with cash and advice from the Moneyist.

Read at Marketwatch →
CNBC10:29am CT

Wall Street's fear gauge may be flashing a buy sign

History shows that similar spikes in the VIX have been good entry points for stocks

Read at Cnbc →
CNBC10:28am CT

OpenAI will keep investing in AI data centers despite election results, CFO tells CNBC

Read at Cnbc →
CNBC10:07am CT

Oil prices set for sharp weekly fall after midterm elections as investors weigh Iran conflict risk

Oil prices fell Friday as investors weighed the risk of renewed Iran war escalation after the midterms, alongside prospects for a diplomatic breakthrough.

Read at Cnbc →
CNBC10:06am CT

U.S. economy added 165,000 jobs in October, way more than expected; unemployment rate slips to 4.1%

Nonfarm payrolls were expected to increase by 59,000 in October as the unemployment rate was expected to hold steady at 4.2%.

Read at Cnbc →
CNBC9:55am CT

Data center double-down: Hassett says Blue Wave won't stop AI build-out

Data centers are a crucial part of President Donald Trump's push to win the global artificial intelligence race, which continues despite the midterm results.

Read at Cnbc →
MARKETWATCH9:48am CT

Nvidia, AMD and other chip stocks rebound. Is the ‘violent’ AI selloff over?

Analysts warn of further volatility ahead, though there are two new factors that work in the AI trade’s favor.

Read at Marketwatch →
CNBC9:42am CT

Anthropic IPO announcement odds drop on Kalshi following midterms and AI sell-off

Kalshi traders cut the odds of an Anthropic IPO announcement before December as AI stocks sold off after Democrats won control of Congress.

Read at Cnbc →
MARKETWATCH9:27am CT

These three stars need to align before investors rush back into stocks, Bank of America strategist says

Despite the steep drop in equity markets this week, investors should wait for several developments in other asset markets before rushing back into stocks, Michael Hartnett said.

Read at Marketwatch →
CNBC9:18am CT

Watch live: Jim Cramer shares his next investing moves for this tough market

At the Investing Club's 4th annual meeting, Cramer also reveals his outlook for 2027 and answers questions from the live audience and members at home.

Read at Cnbc →
MARKETWATCH9:09am CT

Moderna raises its revenue outlook — but all eyes are on what happens next with its cancer vaccine

The company lifted its sales outlook for the year, saying it expects revenue to grow as much as 25% in 2026.

Read at Marketwatch →

TODAY’S CATALYSTS

9am CTECON — Prelim UoM Consumer Sentiment (Medium impact)
9am CTECON — Prelim UoM Inflation Expectations (Medium impact)
+23.2%IONQ — IonQ moving +23.2% today
+22.7%OKLO — Oklo moving +22.7% today
+21.5%LUNR — Intuitive Machines moving +21.5% today
+20.1%RGTI — Rigetti moving +20.1% today
+19.9%IREN — IREN moving +19.9% today
+18.6%RCAT — Red Cat moving +18.6% today

Every item links to its source. Headlines and posts are published by their original sources and gathered by Muse — no summaries you can’t check.

Reference only — not financial advice.