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Asia Sold, Chips Bounced | DraftKings Paid For Predictions | Treasury Sells Into The Rally

Nov 6, 2026

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6 min read

Asia Sold, Chips Bounced | DraftKings Paid For Predictions | Treasury Sells Into The Rally

U.S. chipmakers rose overnight while Tokyo and Seoul fell 6%. DraftKings cut its profit forecast to fund prediction markets. Payrolls land before the open.

The Nasdaq Closed in a Correction | Claims Matched a 1969 Low | Memory Makers Fell Twice as Far as Qualcomm

Nov 5, 2026

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5 min read

The Nasdaq Closed in a Correction | Claims Matched a 1969 Low | Memory Makers Fell Twice as Far as Qualcomm

The S&P 500 had its worst day since April 2025 and the Nasdaq closed in a correction. Jobless claims matched a 1969 low, and the two-year yield still fell 12 basis points.

AppLovin Rose, Qualcomm Fell | Tokyo Bought Toyota | Judge Doubted the CFTC

Nov 5, 2026

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6 min read

AppLovin Rose, Qualcomm Fell | Tokyo Bought Toyota | Judge Doubted the CFTC

AppLovin is up about 19% and Qualcomm down about 9% premarket after results. Kospi fell 5.3% as Toyota jumped 17%, and Trump Media moved its pledged bitcoin weeks before a $1 billion cash deadline.

Dow's Best Day Since 2025 | Platforms Bought, Builders Sold | Oil Fell 8%, Hike Bet Rose

Nov 4, 2026

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5 min read

Dow's Best Day Since 2025 | Platforms Bought, Builders Sold | Oil Fell 8%, Hike Bet Rose

The Dow jumped 3% after Democrats won Congress, while the companies building AI's data centers fell hard. Oil dropped more than 8%, and the December hike contract still rose.

Senate Was the Surprise | Texas Holds the Permits | Private Credit's Two Doors

Nov 4, 2026

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5 min read

Senate Was the Surprise | Texas Holds the Permits | Private Credit's Two Doors

Futures fell on the Democratic sweep, then turned higher. Gold rose 3% and the dollar hit a one-month low.

AMD Guided to $17B | CVR Signed for Refineries | 10 Ceasefire Bets Settled "No"

Nov 3, 2026

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6 min read

AMD Guided to $17B | CVR Signed for Refineries | 10 Ceasefire Bets Settled "No"

Yields rose, chips rallied anyway and AMD guided above forecasts after the close. CVR fell 13% on a day of three announcements, and 10 Iran ceasefire bets settled "No" as oil ended little changed.

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