Finder

1/ The memory crunch has stopped being a chipmaker problem and started being a consumer one. $QCOM beat and fell 7%. Nintendo's Switch 2 sales dropped 41% after price hikes. And $WEN just said no to a $1.4 billion cash exit. Here's your Market Briefing 👇

1/ An overnight selloff flipped into a 724-point futures rally after Democrats swept Congress. $CVS is unwinding the $78 billion deal it built its whole model on. And $AMD gave investors the forward guidance $INTC couldn't. Here's your Market Briefing 👇

1/ Senate odds favor Democrats but Wall Street isn't positioned for a sweep. $AAPL beat on sales then warned memory costs will squeeze margins. And $PLTR's corporate customers finally outgrew its government book. Here's your Market Briefing 👇

1/ solana:9gP2kCy3wA1ctvYWQk75guqXuHfrEomqydHLtcTCqiLa reopened withdrawals and $3.64 billion walked out the door. Stocks start November bruised after Friday's AI-driven rout. And $AAPL and $PLTR kick off a packed earnings week today. Here's your Market Briefing 👇

1/ solana:9gP2kCy3wA1ctvYWQk75guqXuHfrEomqydHLtcTCqiLa was hacked for $6.3 billion and withdrawals are paused. $NOW met estimates and had its worst day on record. And $INTC's AI revenue jumped 78% while the stock fell more than 20%. Here's your Market Briefing 👇

1/ Two AI spenders reported the same night with two very different cash flow stories. $GOOG fell 10%. $MSFT rose 4%. And the Fed held rates with a rare governor dissent pointing toward December. Here's your Market Briefing 👇

1/ Companies keep calling the consumer resilient, but prices are doing the heavy lifting. The Fed is expected to hold today with Warsh's tone the real event. And Anthropic's cash pile is huge — its bills are much bigger. Here's your Market Briefing 👇

1/ Anthropic filed to go public as AI infrastructure stocks slide. $NVDA took a $3 billion stake in the customer it sells chips to. And $MSFT offered buyouts to 60,000 workers to protect the cash flow funding its data centers. Here's your Market Briefing 👇

1/ Musk says more than 200 AI companies face "guppy-level death" as debt markets tighten. The Fed decides Wednesday and Wall Street is split on hold or hike. And $GOOG, $MSFT and $AMZN all have to justify their AI spending this week. Here's your Market Briefing 👇

1/ The AI trade's next bottleneck might be money, not demand. $TSLA beat estimates and fell anyway as AI spending ate into profit. And Brent hit a five-month high as attacks around the Gulf multiply. Here's your Market Briefing 👇

1/ A $SPCX - $TSLA merger is suddenly on the table. Boeing's ($BA) Max 10 finally cleared the FAA after a five-year wait. And the lawyers who toppled Trump's reciprocal tariffs are coming for his Canada duties. Here's your Market Briefing 👇

1/ $ORCL's stock is fine. Its bonds are telling a very different story. Apple may break a design rule it defended for eight years on October 28. And options trading is heading toward a 23-hour day. Here's your Market Briefing 👇

1/ Musk just pledged a SpaceX share to every US child, worth about $10.5 billion. Futures are higher after the Nasdaq's worst week since June. And $SPCX, $NFLX, $META and $TSLA all report this week. Here's your Market Briefing 👇

1/ The inflation problem has moved beyond energy and a Fed hike is back in play. $TSLA finally revealed the Roadster nine years after taking deposits. And Proofpoint bet $6.3 billion that AI makes data security the next battleground. Here's your Market Briefing 👇

1/ A Chinese memory upstart just sent $SKHY, Samsung and $MU sharply lower. Anthropic opens its books Wednesday on a possible $2 trillion IPO. And six Republicans joined Democrats to kill Trump's Russia diesel deal. Here's your Market Briefing 👇

1/ The S&P is near records. Most of its stocks aren't. $MSFT is moving AI inference onto its own chips and loosening its grip on $NVDA. And $IONQ bet $1.3 billion on quantum-era security and fell 9%. Here's your Market Briefing 👇

1/ Trump struck a diesel deal with Putin and waived the sanctions to make it happen. Then he announced an energy ceasefire that Ukraine says it learned about from the media. And earnings season kicks off Tuesday with the megabanks. Here's your Market Briefing 👇

1/ $SPCX bought spectrum and every major carrier dropped 7%. OpenAI's real revenue came in $18 billion below the widely reported figure. And Washington gave Microsoft's CEO a medal the same day it froze the company's green card applications. Here's your Market Briefing 👇

1/ Oil spiked 5% without a single new supply disruption. SpaceX is borrowing $40 billion to buy Nvidia chips months after a record IPO. And a $550 million liquidation wave hit crypto. Here's your Market Briefing 👇

1/ Netflix lost Warner Bros. The ticker now says SKYD. AI-driven imports blew out the trade deficit and cut growth forecasts. And Finland just told Google to stop building. Here's your Market Briefing 👇