Morning Brief: November 12, 2026 — Jobless claims rise to 200,000
Jobless claims rose while their four-week average held steady. Nasdaq futures weakened, and Nebius earnings put AI revenue quality and funding in focus.
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Morning Brief
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Morning Brief: November 10, 2026 — Monthly U.S. inflation slows to 0.4%
U.S. consumer prices rose 0.4% in October as energy increases eased. Core inflation held at 0.3%, and real hourly pay was flat.
Read articleMorning Brief: November 9, 2026 — Constellation Energy raises its 2026 earnings outlook
Constellation Energy lifted its 2026 earnings outlook. A share-count check puts the increase in context, and Infineon reports a larger chip wafer.
Read articleMorning Brief: November 8, 2026 — Firefly can bid for NASA Moon deliveries
The $10 billion NASA framework opens a bidding opportunity for Firefly. Also in Sunday’s brief, Saudi telecom earnings and the next U.S. session.
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Morning Brief: November 7, 2026 — Berkshire’s operating earnings fall 5.8%
Berkshire’s insurance earnings fell by $1.46 billion, outweighing gains elsewhere. Entera’s filing separates trial costs from a warrant charge.
Read articleMorning Brief: November 6, 2026 — payrolls rise 165,000
Friday’s jobs report updates the economic backdrop after a steep selloff and overnight earnings.
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Morning Brief: November 5, 2026 — jobless claims fall to 189,000
New U.S. claims fell to 189,000 as preliminary productivity rose. Here is the labor-data split, overnight earnings and calendar before Thursday’s open.
Read articleMorning Brief November 3rd 2026
Six days after telling investors that $20 billion was the final amount it would need for the rest of the cycle, Oracle filed for $10 billion of stock and $10 billion of notes in a single session and priced the shares at $116. The cap is a statement about Oracle’s share of the bill, not about the size of it. The desk ran the company’s own cash flow against the number.
Read articleMorning Brief November 2nd 2026
Friday was a bloodbath for anyone who buys compute. Amazon spent $77bn on property and equipment in a quarter and went to the bond market for another $48bn to cover the gap. OpenAI went out looking for $30bn and came home with $11bn. That money didn't just vanish: Sunday's export figures from Seoul show you precisely where it went. Same AI circus, different ring
Read articleMorning Brief October 28th 2026
Anthropic's prospectus says it may pay SpaceX up to $120.5 billion for computing through 2029. SpaceX's entire backlog, every customer and every segment, is $63 billion. The arithmetic only closes if most of the headline number is not an obligation yet, and the filing says why it is not.
Read articleMorning Brief October 27th 2026
Meta's equity raise priced overnight at $625 a share, upsized to $97.5 billion across three pieces. The pricing release says the company receives no proceeds from the common stock at closing; the preferred brings about $12.5 billion on Thursday, the rest when Meta chooses or when a program that does not yet exist is signed. The number it should match, 2027 capital spending, has not been published
Read articleMorning Brief October 21 2026
A draft prospectus seen by the Wall Street Journal puts numbers on what Anthropic has promised Google, Amazon and Microsoft. Their backlogs are large enough to hold every dollar, and none of the three says whose it is. SpaceX's quarter, Musk's compute shortage, Super Micro's $4 billion and a chip index two days out of an eight-session route, all before the open.
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Morning Brief October 19th 2026
Following the most difficult chip week since April 2025 and after eight consecutive losses for the semiconductor index, Nasdaq-100 futures are up by about 1.2 percent just before the market opens, with last week's worst-performing companies now at the forefront
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Morning Brief October 16th 2026
Thursday produced two prices for the same company's money: a record in its credit default swaps and a 5.94 percent rise in its stock. The sell-side model published the same afternoon sided with the equity, but the arithmetic didn't. Seoul, meanwhile, bought back a fraction of what it sold.
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Morning Brief October 15th 2026
TSMC Printed the Number the AI Trade Needed, and the Market Sold the People Who Received It The foundry reported a record quarter at 1:00 a.m. Eastern and reiterated a $60 to $64 billion budget it needs to meet in a record fourth quarter. By then, Seoul had halted trading, and the companies that received that spending had lost a tenth of their value. The number is published; it must appear in January's capital line.
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Morning Brief October 14th 2026
A record quarter, a third raise for the year, and a promise of 30% more capacity. The raise is arithmetic the company had already done; the shortage rests on an order book ASML no longer publishes. Where should the claim show up, and what has so far.
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The Morning Brief October 13 2026
South Korea's market fell 5.46 percent on a claim that a Chinese memory cell is one-third smaller. The figure follows from the name of the design, not from a measured chip. It shows up in the incumbents' shares and nowhere else it should.
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Morning Brief October 12, 2026
Broadcom's chief executive told a Singapore audience on Monday that money may soon limit artificial intelligence. By a filing and ten days of reporting, his own company's credit now stands behind $42 billion in loans for one customer, with $30 billion to $50 billion more in talks for another. Seoul's memory makers fell more than four percent the same day.
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The Morning Brief- October 7th 2026
SpaceX Had $100 Billion in June and Wants $40 Billion More for Chips
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The Morning Brief October 6th, 2026
Three-Quarters of Google's 3,590 Megawatts Already Exist, and the Rest Are Promised by 2032
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