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Softbank sells entire stake in Nvidia, the health of the AI trade, flight cancellations mount
Youtube· 2025-11-11 16:02
Government Shutdown - The Senate has passed a bill to end the government shutdown, which is expected to pass in the House and be signed into law by President Trump [1][7][10] - The House will begin a series of votes to pass the bill, with expectations of a close vote [8][9] - The reopening of the government is anticipated to reverse economic damage caused by the shutdown, including flight delays and lack of government data [10][11] SoftBank and Nvidia - SoftBank sold its entire stake in Nvidia, amounting to $5.8 billion, citing the sale as a necessary financing measure rather than a reflection on Nvidia's performance [3][4][14] - The sale allows SoftBank to provide investment opportunities for shareholders and maintain financial strength [4][14] - Nvidia's stock is experiencing downward momentum after Coreweave, a cloud computing provider, lowered its annual sales forecast due to a data center delay [2][16] Coreweave and Market Impact - Coreweave's annual sales forecast was cut from $5.15 billion to a range of $5.05 billion to $5.15 billion, disappointing investors [16] - Analysts note that supply constraints are short-term but highlight execution risks in the cloud computing sector [2][3] - The AI sector is experiencing volatility, with significant gains in the S&P 500 recently, but concerns remain about sustaining momentum [17][19] Corporate Buybacks - US corporate buybacks have reached approximately $1.2 trillion this year, 15% ahead of the same time last year, indicating confidence among companies [42][44] - The increase in buybacks suggests that companies may view their stocks as undervalued despite market highs [44][46] - The service sector's performance is crucial, as it constitutes a significant portion of GDP, and recent data shows a rebound in new orders [47][48] AI Sector Trends - The AI sector is seeing mixed performance, with companies like Coreweave facing challenges while others like Nebus report significant sales growth [39][41] - The adoption of AI is still in early stages, with many companies yet to scale their AI initiatives [28][30] - Investment opportunities may arise from companies addressing capacity constraints in the AI infrastructure space [21][22]
X @Bloomberg
Bloomberg· 2025-11-11 14:37
RT Bloomberg Opinion (@opinion)@niamalikah “In losing this immediate battle around the government shutdown, [Democrats] win the messaging war,” @niamalikah says.“This will be a victory they can build on going into the midterms.”https://t.co/sPcnecs3SB ...
Here are Tuesday’s Top Wall Street Analyst Research Calls: Coreweave, Instacart, Qorvo, Robinhood Markets, Skyworks Solutions, Viasat and More
Yahoo Finance· 2025-11-11 14:06
Market Overview - The stock market experienced a significant rally, with the NASDAQ up 2.27% at 23,554, the S&P 500 gaining 1.54% to close at 6,832, and the Dow Jones Industrial Average rising 0.81% to finish at 47,368, driven by the potential end of the government shutdown [2][5]. Treasury Bonds - Treasury yields increased across the curve, particularly in intermediate maturities from the 7-year note to the 10-year benchmark, as the market anticipates a reopening of the government and a potential influx of economic data [3]. Energy Sector - The energy sector mirrored the stock market's rally, with Brent Crude closing at $63.94 (up 0.49%) and West Texas Intermediate at $60.11 (up 0.60%). However, concerns about oversupply persist despite OPEC+'s decision to halt production increases in January [4]. - Natural Gas prices surged to $4.38, up 1.51%, driven by an arctic blast and increased electricity demand from data centers [4].
X @Nick Szabo
Nick Szabo· 2025-11-11 02:58
RT Joanie Scott (@JstJoan)I worked under your FAA @PeteButtigieg and, after 34 years, mostly as an Air Traffic Controller, I retired because of how you and the Biden administration, to use your words, shit on every employee at the FAA and ruined a once fine agency.You allowed men into my office bathroom.I had to work with and for people you hired and promoted because of the color of their skin or who they have sex with who were wholly and completely unqualified for their job.You FORCED me to inject an exper ...
X @The Wall Street Journal
U.S. stocks roared back on optimism for a deal to end the government shutdown. The Nasdaq composite rose 2.3%, and the S&P 500 added 1.5%. https://t.co/dSZkgZYUUs ...
X @Watcher.Guru
Watcher.Guru· 2025-11-10 22:28
JUST IN: 🇺🇸 Senate on track to pass bill to end US government shutdown tonight. ...
Air Traffic Controllers Should Not Be Used as a Pawn, Union Says
Bloomberg Television· 2025-11-10 17:37
Today, the bench marks the first time in history that air traffic controllers and other aviation safety professionals we represent have now received two $0 paychecks. 41 days without pay. Controllers continue to show up and step up despite working full time during the shutdown and in many cases, mandatory overtime. Controllers continue to show up and step up for the American flying public and for each other.On behalf of myself and your national leadership, we see you. We thank you for your tireless commitme ...
Speaker Johnson says the Senate deal to fund the government ends a 'national nightmare'
NBC News· 2025-11-10 16:20
Government Shutdown Resolution - Some Senate Democrats are stepping forward to end the suffering of the American people after 40 days of government shutdown [1] - The long national nightmare appears to be coming to an end [1] - At least some Democrats now appear ready to do what Republicans and President Trump have been asking them to do for weeks [2] Impact of Government Shutdown - The people's government cannot be held hostage to further anyone's political agenda [2] - Shutting down the government never produces anything [2]
Joe: The shutdown will end, but voters won’t forget what Trump and the GOP stand for
MSNBC· 2025-11-10 15:57
This is just Democrats. I get it. >> They have the best week that they've had in a year and a half.And then fear and loathing and the ringing of hands because they may reopen the government because yes, there are some Democrats who understand that people are going hungry. And what have they done. They have found out and they have exposed a White House that is working overtime to give tax cuts to billionaires.At the same time, they're working overtime to take SNAP assistance, to take food assistance from wor ...
X @Bloomberg
Bloomberg· 2025-11-10 14:55
US stocks rallied Monday as investors expressed optimism that lawmakers were nearing a deal to end the longest government shutdown in history https://t.co/s3lErocMR3 ...