Outside Nvidia, Cerebras posted a Q3 revenue beat and named Microsoft as a cloud customer. Voters rejected data centers in 40 of 41 local measures, and a Microsoft 365 outage took down Outlook, Teams and Copilot across 74 countries.
November 13, 2026 edition: Markets sector, 3 storiesMarkets: latest Investing analysis
Markets on AT Pulse covers across the markets. The desk has published 22 stories tagged Markets across 2 daily editions, from November 12, 2026 to November 13, 2026, citing 236 linked references. The most frequent original sources are Abnormal Returns, Bloomberg Markets, and Financial Times · Markets. Stories here most often overlap with Stocks, Regulation, and Bonds & credit.
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First story November 12, 2026. Counts come from the published archive and update with each edition. Summaries are AI-assisted; see our methodology.
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RECENT EDITION VIEWS
What recent editions said about Markets.
Anthropic set a $70–$78 range for 825 million shares, with pricing expected Nov. 18. The top of the range implies about $1.4 trillion. A further $26 billion of Class N stock is going to chip and cloud suppliers, Nvidia among them, and that commitment now overlaps with Nvidia's leadership change.
November 12, 2026 edition: Markets sector, 4 storiesLATEST
9 of 22Newest Markets stories.
Podcast · Stocks
Jensen Huang resigns as Nvidia CEO; CFO Colette Kress named interim chief
Nvidia's board accepted Jensen Huang's resignation after more than three decades, naming CFO Colette Kress interim CEO amid unconfirmed reports tying one affair to a suspected Chinese intelligence asset.
Stocks
Jensen Huang resigns as Nvidia CEO amid board probe; CFO Colette Kress named interim chief
Nvidia's founder resigned as president, CEO and director on November 12, days after the board opened an independent review of reports he was targeted by a foreign intelligence effort.
Stocks
Jensen Huang resigns as Nvidia CEO after affair with suspected Chinese spy; CFO Colette Kress named interim chief
Nvidia co-founder Jensen Huang resigned as CEO and director on November 12, days after admitting an affair with a Megaspeed executive suspected of spying for Beijing.
Stocks
Microsoft 365 Outage Enters Second Day as Nvidia Names Interim CEO and US Futures Slip Before Producer-Price Data
A Microsoft 365 outage hitting Outlook, Teams and Copilot ran into a second day. Nvidia named CFO Colette Kress interim CEO after Jensen Huang's exit.
Fed & rates
Fed makes October 2027 FOMC meeting strategy-only and moves final 2027 rate decision to November
The Federal Reserve's revised 2027 calendar turns the October 26–27 meeting into a strategy-only session with no rate vote.
Stocks
Cerebras shares jump about 17% after Q3 revenue beat as CEO names Microsoft as new cloud customer
Cerebras reported third-quarter core revenue of $230.9 million, up 70% and above estimates, guided fourth-quarter sales well above consensus, and said Microsoft signed a cloud deal in October, though growth slowed from Q2 and GAAP losses remain large.
Bonds & credit
US Treasury yields head for biggest weekly rise since April 2025 after hot jobs and inflation data and Waller's talk of a half-point hike
US Treasury yields rose sharply this week after strong October payrolls, hotter-than-expected inflation and Fed Governor Christopher Waller's case for considering a half-point December hike.
Regulation
Bessent says four agencies wanted Nvidia customer Megaspeed on the Entity List for months as Commerce holds off
Treasury Secretary Scott Bessent said Treasury, Defense, State and the U.S.
Fed & rates
Dollar Hits 19-Month High as Traders Price a December Fed Rate Hike
The dollar index reached 103.16 on November 12, its strongest since April 2025, after a hotter-than-expected October inflation report and hawkish Fed remarks pushed futures to price roughly 91% odds of a December rate hike, while the yen neared 160.
ARCHIVE
13 moreEarlier Markets stories.
- Voters Reject Data Centers in 40 of 41 Ballot Measures as AI Hedge Funds Slump and Nvidia Probes Jensen HuangA Wealth of Common Sense
- Jensen Huang Resigns as Nvidia CEO After Megaspeed Affair; Scrutiny Turns to Chip Export Gaps in Southeast AsiaOdd Lots
- Nebius shares fall 16% as it raises capex plans and pushes 2026 revenue to the low end of guidanceCNBC · Earnings
- Nvidia CEO Jensen Huang Resigns a Week Before the Anthropic IPO That Nvidia Pledged $10 Billion to BackBloomberg Markets
- Brookfield Q3 profit rises to $1.31 billion as asset arm raises $25 billion and Wealth Solutions earnings climb 22%WSJ · Markets
- Millennium, Balyasny and Other Multi-Strategy Hedge Funds Lose Money Together in October as AI Trades UnwindOdd Lots
- Jensen Huang resigns as Nvidia CEO after affair with an executive at chip reseller MegaspeedAbnormal Returns
- Anthropic launches IPO roadshow seeking up to $90.4 billion as SoftBank takes $3.7 billion charge on cancelled AI turbine ordersAbnormal Returns
- Jensen Huang resigns as Nvidia CEO amid spying probe; CFO Colette Kress named interim chiefThe Guardian · Stock markets
- Nvidia Board Meets on Whether to Oust CEO Jensen Huang Amid Affair and Intelligence ProbeBloomberg Markets
- Anthropic sets $70–$78 IPO price range as seven suppliers commit $26 billion to share class outside lock-upsFinancial Times · Markets
- Anthropic sets $70–$78 IPO range, targeting about $1.4 trillion valuation days after Nasdaq routFinancial Times · Markets
- CoreWeave Stock Jumps 24.7% After Q3 Revenue Beat and New Customer-Backed Funding Plan Ease AI Debt WorriesWSJ · Markets
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