To The Moon

Is Nvidia about to crash today, or is it getting ready to take off? The stock price tumbled over 4% in reaction to the news that Nvidia’s board is investigating an extramarital affair involving CEO Jensen Huang and his contacts with a woman linked to foreign intelligence. While the board expressed confidence in the current leadership, the investigation and the potential intersection with national security concerns create significant uncertainty, which markets generally dislike. ​Starting this afternoon, the internet instantly turned into a massive detective scene. Keyboard sleuths everywhere have been digging up every single photo and video of Jensen Huang from recent years, analyzing them frame by frame. The theories range from extramarital affairs and honey traps to US-China national sec

$Tesla Motors(TSLA)$ Cybertruck was supposed to revolutionise the pickup market. Its futuristic design, stainless-steel exterior and ambitious performance claims generated enormous attention long before the first deliveries. But the commercial reality has been very different. According to the latest report, Tesla plans to gradually phase out Cybertruck production at its Texas factory following years of disappointing sales. Elon Musk’s ambitious vision for the electric pickup has struggled to translate into the level of commercial demand originally anticipated. This is more than just a setback for one vehicle. It raises broader questions about Tesla’s product strategy, manufacturing priorities and ability to turn ambitious innovation into sust

The US labour market delivered a stronger-than-expected performance in October, challenging expectations that employment growth was losing momentum. According to the latest Bureau of Labor Statistics report, the US economy added 165,000 jobs in October, approximately 100,000 more than economists expected. The unemployment rate also unexpectedly declined to 4.1%, pointing to continued resilience in the labour market. At first glance, this looks like positive news. More jobs mean more people earning incomes, supporting household spending and economic growth. However, investors may have a different reaction. The stronger the labour market, the less pressure the Federal Reserve may feel to cut interest rates. This creates an interesting dilemma for markets that have been relying on monetary ea

$IREN Ltd(IREN)$ closed Friday up 20.02% at $21.64 after its fiscal first-quarter results showed AI cloud revenue nearly tripling quarter on quarter — as the whole AI-infrastructure complex rebounded from Thursday's rout (Motley Fool via AOL, 6 Nov 2026). But the quarter also carried a $263M net loss, wider than the Bloomberg-consensus estimate (Stock Jabber, 6 Nov 2026), and a revenue milestone that slipped by two months. The question this piece answers is not whether $TICKER(IREN)$ had a good Friday — it is whether the market has quietly changed how it prices this model: from growth story to contract-quality story, where customer prepayments, not leverage, are the thing being underwritten. Figure 1 — The quarter's four headline numbers: AI cloud

Tesla’s decision to wind down Cybertruck production by mid-2027 is more significant than the cancellation of one unpopular vehicle. It highlights a fundamental shift in Elon Musk’s vision for the company: from selling electric vehicles to building an AI-powered autonomous transportation business. The Cybertruck was once presented as Tesla’s next major breakthrough. When it was unveiled in 2019, Musk predicted annual sales of around 250,000 units. However, reality turned out very differently. Tesla sold approximately 38,965 Cybertrucks in 2024, followed by just 20,237 in 2025, a 48% decline. Sales continued weakening in 2026. The lesson is straightforward: strong initial interest and impressive preorder numbers do not necessarily translate into sustainable demand. Why is Tesla pulling the p

On Friday 6 November, Firefly Aerospace ( $Firefly Aerospace Inc.(FLY)$ ) announced a deal worth more than $1.3 billion with AST SpaceMobile ( $AST SpaceMobile, Inc.(ASTS)$ ): 36 rocket engines, a licence for AST to build those engines itself, and three years of engineering support. Firefly closed up 29.19% and AST up 6.10%, per The Wall Street Journal. The easy read is "big order, buy the stock". The read that matters is stranger: a satellite operator just paid a launch company to stop being its launch supplier, because access to orbit — not demand for its service — is holding its constellation back. Is Firefly now a propulsion merchant, or has it handed a customer its crown jewels? Figure 1 — The deal at

The Weekly Investing Preview - Week of Monday 9 November 2026 In this issue: the AI audit begins — last week’s crash and what really repriced; The Muse: the politics of a duress economy; the calendar for 9–13 Nov (CPI Tuesday, Cisco Thursday, PPI Friday); the earnings board; teaching case: Cisco, the toll road of the AI buildout; the news long-list with your captures; and why this is a week for hedging, not leverage. 1. Executive Summary Observation. Last week the market stopped applauding the AI story and started auditing it. On Thursday 5 November a single session erased roughly US$3 trillion of US stock value — the Nasdaq’s worst day in 19 months — after the midterm results raised the odds of slower data-center building. Underneath, the real economy did not blink: employers added 165,00

Four days after the worst session for US tech since 2020, the sell side has decided the answer. Morgan Stanley's Mike Wilson says the next two to three weeks are the time to add exposure, and keeps an S&P 500 year-end target of 8,000. Seaport's Jonathan Golub is a "resolute buyer" at 8,200. Yardeni Research sits at 7,900. Wells Fargo, the cautious one, is at 7,700. All four sit above Friday's close of 7,376.86, and all four assume a midterm election is a clearing event. Whether that clearing happened is the question — and the ballot box and bond market say it did not. Figure 1 — The scale of Thursday's move, before any strategist had published a reaction. Sources: Bloomberg, via Wall Street CN, 8 Nov 2026. Four targets, one shared bet on gridlock Start with what actually broke. On Thur