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• Friday 13 November Big tech Nvidia Jensen Huang resigned on Thursday morning and Nvidia closed down 4.34%
• Friday 13 November Rates The 10-year Treasury yield is back above 5% and American housing is already paying for it
• Friday 13 November Index rules MSCI is removing bitcoin's biggest corporate holder from its equity indexes
• Thursday 12 November Semiconductors CoreWeave · Micron Memory chip stocks rallied after CoreWeave promised to stay out of the bond market
• Thursday 12 November Software Microsoft · Anthropic · Google Microsoft fell 2.3% after its biggest cloud customer launched a rival to Excel
• Thursday 12 November Retail David Jones will close half its stores, including its only one in New Zealand
• Wednesday 11 November Economy October's inflation report put a half-point rate rise back on the table
• Wednesday 11 November AI infrastructure CoreWeave CoreWeave's order book hit US$132.5 billion and its lenders are owed US$41.6 billion
• Wednesday 11 November Gaming Take-Two rose 8% on a pre-order number nobody outside the company has seen
• Tuesday 10 November Semiconductors Nvidia · AMD Nvidia fell 4.3% on a boardroom problem while the rest of the chip trade surged
• Tuesday 10 November Energy An $8 billion Iranian proposal reached the White House and took another 4% off oil
• Tuesday 10 November Space Rocket Lab Rocket Lab's order book grew by half in three months
• Monday 9 November Energy Energy stocks had their worst week since April 2025 as the war premium drained out of oil
• Monday 9 November Advertising AppLovin AppLovin rose 71% in five sessions during the market's worst week since April 2025
• Monday 9 November Politics New Zealand voted on Saturday and will not know the result until 27 November
• Saturday 7 November Economy America added 165,000 jobs in October, and the bond market heard a December rate rise
• Saturday 7 November Autos Tesla Tesla is winding down the Cybertruck three years after the first one was delivered
• Saturday 7 November Cloud computing Cloudflare Cloudflare grew revenue 39%, its fastest in nearly four years
• Friday 6 November Markets Nvidia The AI trade came apart and pushed the NASDAQ Composite into a correction
• Friday 6 November Travel Airbnb Airbnb grew revenue 19% and authorised another US$12 billion of buybacks
• Friday 6 November Retail David Jones went into administration 188 years after it opened in Sydney
• Thursday 5 November Markets Markets rallied on the prospect of nothing much getting done
• Thursday 5 November Transport Uber Uber's delivery arm grew 22% while its ride-hailing revenue went backwards
• Thursday 5 November Restaurants McDonald's McDonald's US sales fell for the first time in six quarters, and the shares went up
• Wednesday 4 November Chips AMD AMD's data centre sales nearly doubled, and it has guided to US$17 billion for this quarter
• Wednesday 4 November Economy The Reserve Bank of Australia raised rates to a level Australians have not seen since 2008
• Wednesday 4 November E-commerce Shopify Shopify grew revenue 32% and lost 8.74%, because two numbers came in slightly short

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