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Huang in the balance Nov 12, 2026

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Uncertainty over the fate of Nvidia's CEO Jensen Huang sends shares tumbling and raises urgent questions about who could lead the world's most valuable chipmaker. The drama lands as hot US inflation data pushes the dollar to its highest since April 2025, and UK GDP data shows the British economy expanding at its fastest rate in over two years, defying fears of an energy-shock-driven recession.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's recommended read: Dollar zooms on bets US can absorb higher rates, Mike Dolan

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The trillion-dollar question Nov 11, 2026

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AI darling Anthropic kicks off its IPO roadshow targeting a $1.4 trillion fully diluted valuation - well below the $2 trillion figure that was doing the rounds over the summer. Meanwhile, a hot inflation report rattles bond markets and NVIDIA shares slide nearly 10% as spying allegations against CEO Jensen Huang grow more serious.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's recommended read: Bond storm of 2026 may be passing, but Fed gusts linger, Mike Dolan

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Sound engineering and music by Sebastian and Josh Sommer.

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Oil's well that ends well Nov 10, 2026

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A sharp retreat in oil prices follows US President Donald Trump's signal that further Iran escalation isn't on the table, with Brent crude falling back above $90 a barrel for the first time since late August. NVIDIA slides on CEO spying allegations while the broader market surges. And Anthropic's blockbuster IPO hits turbulence before it even begins, with a valuation that has nearly halved in six weeks.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Sound engineering and music by Sebastian and Josh Sommer.

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Huang faces scrutiny Nov 09, 2026

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Nvidia shares fall around 4% as the chip giant investigates CEO Jensen Huang over a relationship that may have involved spying for China. Meanwhile, US President Donald Trump signals no imminent re-escalation against Iran while peace talks continue, pushing crude prices lower. And a blowout US jobs report for October lifts bets on a Fed rate rise ahead of this week's inflation data.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's recommended read: Middle East oil price war heralds post-conflict glut, Ron Bousso

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Sound engineering and music by Sebastian and Josh Sommer.

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AI's $3.2 trillion selloff Nov 06, 2026

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Wall Street loses $3.2 trillion in a single session as investors fear Democrats could slow the buildout of AI data centers. Doubts grow over whether Anthropic will push ahead with its blockbuster IPO this month as sentiment towards AI deteriorates. And investors await US jobs data.

Today's recommended read: US-Canada trade deal would hurt European aluminum buyers by Andy Home

Produced by Abisoye Osundairo.

Sound engineering and music by Sebastian and Josh Sommer.

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Oil heads for pandemic-era fall Nov 05, 2026

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Oil prices are heading for their biggest weekly drop since the pandemic as a Democratic sweep of Congress fuels hopes for a de-escalation of the Iran war. Markets rally as falling energy prices lift sentiment, even as AI stocks remain under pressure from worries over spending and regulation. And the Bank of England is expected to deliver its first rate hike in three years as sterling climbs and inflation pressures persist.

Today's recommended read: Surge in 2028 US presidential bets reframes markets after midterms by Mike Dolan

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Sound engineering and music by Sebastian and Josh Sommer.

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Pricing the Democratic sweep Nov 04, 2026

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Democrats take control of both houses of Congress, raising questions about AI regulation and the future of the data-centre boom. Oil prices steady as markets assess what the election result could mean for the Iran war and US policy in the Middle East. And investors weigh what the outcome means for tech stocks, Treasury yields and the dollar.

Today's recommended read: Asia hopes Democrats can provide relief from Trump's Iran war, tariffs by Clyde Russell

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Markets await midterms Nov 03, 2026

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Americans head to the polls today in midterm elections that could shape the final two years of President Trump's agenda. Oil prices swing after US strikes on Iran complicate hopes for diplomacy. And Apple shares fall despite an earnings beat as investors focus on margin pressure and rising chips costs.

Today's recommended read: Fridge hacks and finance attacks flag AI insecurity by Mike Dolan

Produced by Abisoye Osundairo.

Sound engineering and music by Sebastian and Josh Sommer.

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Tech or treat Nov 02, 2026

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A brutal October for big tech, with Intel down nearly 30% and the Nasdaq logging its worst monthly loss since March 2025. Apple reports today, Americans head to the polls tomorrow, and Fed officials say another rate hike is coming.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's recommended read: Big Oil's spending caution speaks louder than its profits, Ron Bousso

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Binance burglary Oct 30, 2026

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Alphabet and Amazon shares fall after another quarter of heavy AI spending. Binance races to contain the fallout from a record $6.3 billion crypto hack linked to North Korea. And the Bank of Japan says inflation is finally back at target, pacing the way for a potential rate hike in December.

Today's recommended read: High stocks, low price, but don't write lead off just yet by Andy Home

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Sound engineering and music by Sebastian and Josh Sommer.

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