Nvidia’s Bull Case Hinges on Huang Surviving China Spy Probe

Published on November 11, 2026

Nvidia Corp.’s investigation of Chief Executive Officer Jensen Huang’s affair with an alleged Chinese spy is raising questions about the company’s future and sending its stock into a tailspin.

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An Anthropic IPO at $1.4 Trillion Is No Bargain

November 11, 2026
Anthropic’s backers were reportedly seeking a $2 trillion valuation for the forthcoming listing back in August. The market backdrop is very different today. Rising interest rates and a potential US policy shift on data centers following the midterm elections have pummeled tech valuations.

US Equity Futures Rise as AI Enthusiasm Counters Hot Inflation

November 11, 2026
US stock futures are rising Wednesday as better-than-expected results from Coreweave Inc., anticipation of Anthropic PBC’s initial public offering and a blockbuster quarter for OpenAI are reviving the AI trade.