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How Goldman's View That AI Capex Growth Is Peaking Fits Into the Rebound

● Anthropic's IPO filing cites roughly $895 billion in AI commitments through 2045.

Nitish Kishor | 10 November 2026

Why This Week Brings Cisco, Applied Materials, Nebius and CoreWeave Results

● The cluster lands just ahead of Nvidia's November 17 report.

Nitish Kishor | 10 November 2026

Why JPMorgan Calls the AI Sell-Off an Intra-Cycle Reset

● Citi downgraded US stocks and global tech to neutral.

Nitish Kishor | 10 November 2026

Why Airline Stocks Soared as Crude Slid

Key Highlights● Airline stocks were among Monday's biggest winners.● Brent crude fell $5.75 to settle at $92.57.● US crude slid $3.98.● Heating oil fell to $4.215.Airline stocks were among the biggest winners on Monday, November 9, 2026, and the reason was simple: oil tumbled. …

Nitish Kishor | 10 November 2026

How Falling Oil Lifted Airline Stocks in the Dow Transportation Average

● American Airlines rocketed to $14.10 in morning trading.

Nitish Kishor | 10 November 2026

Why Oppenheimer's John Stoltzfus Says It Is Much Too Early to Predict AI's Failure to Gain Traction

● Third-quarter sales of $2.31 billion beat the $2.18 billion expected.

Nitish Kishor | 10 November 2026

Why Incline's Ted Parkhill Expects a Bit of Reckoning in the AI Trade

● Nvidia, valued near $4.5 trillion, tumbled to $178.67.

Nitish Kishor | 10 November 2026

How Google's New TPU Chips Intensify the AI Chip Race

● AMD's EPYC server CPUs power the TPU 8tx host.

Nitish Kishor | 10 November 2026

How Reported Valuation Talk Around Anthropic's IPO Has Cooled After the AI Sell-Off

● A later report put it at $1.2 trillion to $1.3 trillion.

Nitish Kishor | 10 November 2026

Why Anthropic's IPO Roadshow Week Is the Market's Biggest Talking Point

● It plans to list on theNasdaqunder the ticker ANT.

Nitish Kishor | 10 November 2026
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