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Anthropic Launched an Excel Rival. Microsoft Fell 2.2%.
Microsoft fell 2.2% as Anthropic launched AI tools rivaling Office and set IPO terms at a $1.4T valuation. See how CPI and rate fears hit tech stocks.
Nov 11, 2026
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Breaking news and analysis from the financial markets
Nov 10, 2026 · Tue
The Nasdaq Jumped 2.7%. Nvidia Fell More Than 4%.
The Nasdaq surged 2.7% as chip stocks rallied, while Nvidia fell over 4% amid a board investigation into CEO Jensen Huang ahead of key CPI data.
Nov 9, 2026 · Mon
GTA VI Launches in 10 Days. Take-Two Stock Is Down 14.9% in a Year.
Take-Two reports Q2 earnings just 10 days before GTA VI launches. With stock down 14.9% in a year, see what Wall Street expects for guidance and preorders.
Nov 8, 2026 · Sun
Vistra Lost 19% in Two Days on the Election. Then It Raised Its Forecast.
After dropping 19% on Texas election results, Vistra rebounds with 50%+ profit growth, raised multi-year forecasts, and a $1.5 billion buyback boost.
Nov 7, 2026 · Sat
Cloudflare Had Its Best Quarter Ever. DraftKings Crashed 21%.
Cloudflare surges 10% on record Q3 earnings while DraftKings tumbles 21% on slashed guidance. Explore Friday’s market rebound and key stock moves.
Nov 6, 2026 · Fri
The Nasdaq Crashed 5.5%. AppLovin Jumped 31%.
Nasdaq tumbles 5.5% into correction territory as chip stocks slide, while AppLovin surges 31% on blowout Q3 earnings. Explore how the AI trade is splitting.
Nov 5, 2026 · Thu
Voters Said No to Data Centers. Amazon Jumped 6%.
Big Tech surged while data center builders tumbled following the midterms, as voters restricted new projects and shifted market value to existing infrastructure
Nov 4, 2026 · Wed
Palantir Grew 96% and Raised Its Forecast. The Stock Fell Anyway.
Palantir and Apple dropped despite blowout earnings as Wall Street scrutinizes slowing bookings, shrinking margins, and Election Day market volatility.
Nov 3, 2026 · Tue
Marvell Bet $115 Billion on Lumentum. Investors Sold Both Stocks.
Marvell’s $115B all-stock buyout of Lumentum sparked a steep sell-off in both stocks despite record optics earnings. Here’s why Wall Street balked at the deal.
Nov 2, 2026 · Mon
Apple Held Up While Big Tech Bled. Tonight It Has to Prove Why.
Apple faces high expectations in Q4 earnings as new CEO John Ternus leads his debut call, with Wall Street watching iPhone demand and holiday guidance.
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Dylan Jovine
CEO & Chief Analyst
With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.
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