Elon’s BIG Bet

Elon has chosen his side... should you?  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

A Message from Porter & Company The richest man in history has picked sides. When a debate erupted on X between one of Silicon Valley's most legendary investors and the CEO of a trillion-dollar company… Elon Musk publicly threw his weight behind a corner of the market that I believe could be where the next great fortunes are made. Here's why Elon got involved… He's staked his rocket company SpaceX on making computing power dirt cheap – by putting AI data centers in orbit. He says space will be "by far the cheapest place to put AI" within three years. And the cheaper computing gets, the bigger this opportunity becomes. That's because the industry he's backing is trying to solve a puzzle with more possible answers than there are atoms in our solar system – and for the first time in history, we actually have the computing power to crack it. Most investors gave up on this sector years ago, even though it's the only industry where the government hands you a legal monopoly on what you invent. The last time it went through a shift like this, it surged more than 600% in three years. And its most lucrative periods have a habit of arriving about two years after big tech booms – just as they did after the PC boom of the 1980s and the internet boom of the 1990s. That's no coincidence. Each time, this sector took the technology of the day and leveraged it to pioneer new breakthroughs – and some of its companies at the frontier went on to deliver thousands of percent returns to early investors. This time, the technology is artificial intelligence… and it's already cracking that puzzle I mentioned. One AI program solved a piece of it that would have taken scientists a billion years of manual work. It took a matter of months for AI to crack it, and the people behind it won a Nobel Prize. And because computing power keeps getting cheaper, we're only at the very beginning of what could be a boom that could run for years. In this corner of the market, you don't have to choose between the heavyweights and the upstarts – because both have enormous potential. Even the giants here can move like small caps. One of the biggest has grown from around $100 billion in 2019 to more than $1 trillion. And when one of those giants teamed up with a much smaller partner on a breakthrough, the giant's stock had its best day since March 2009… while the small partner's share price shot up 177% in a single day. That's exactly why I've built a portfolio I call the Barbell, to take maximum possible advantage. One end holds the giants, and the other holds small, carefully sized stakes in upstarts that can double or triple on a single piece of news. We've already traded one of those upstarts three times, for gains of 237%, 131%, and 114%. In my new broadcast I reveal the industry Elon is publicly backing, the trillion-dollar company he singled out, and one product I believe could one day out-earn the iPhone. I also name the giant I believe could potentially 5x over the next five years. Click here to watch it now. Good investing, Porter Stansberry Additional Reading from Investment Insights Report: Forget SpaceX. THIS is Elon's next BIG bet (Ad) Forget SpaceX. Elon's next BIG bet is a radical "light-speed" device that's turning AI into "Accelerated AI" – and making it 100 times faster and 100 times more energy efficient. The mainstream hasn't caught on yet. But "Accelerated AI" stocks are breaking out as we speak: 133%, 217%, or even 320% or more… and it's just getting started. Click here to learn more about Elon's next play and how to get ahead of it. Investment Insights Report has not independently verified the claims made above and is not responsible for the content of this message. Nothing herein constitutes financial advice or an endorsement by Investment Insights Report. We may receive compensation in connection with this email. Update your email preferences or unsubscribe here © 2026 Investment Insights Report | GBM Media Group, LLC 228 Park Ave S, #29976, New York, New York 10003, United States Powered by beehiiv

The 10-Year Hits 5% as Futures Split

The 10-year sits at 5%, Europe hits a record, and AI chip demand keeps beating forecasts.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

November 12, 2026   |   Read online 🌅 Pre-Market Pulse S&P Futures 7,606.75 ▼ -6.25 (-0.08%) Nasdaq Futures 28,220.00 ▲ +9.50 (+0.03%) Dow Futures 52,561.00 ▼ -97.00 (-0.18%) 10Y Treasury 5.00% ▲ +0.01% US Dollar 102.89 ▼ -0.11 (-0.10%) Bitcoin $72,756 ▼ -$1,172 (-1.58%) Data as of 7:07 AM ET Good morning! Happy Thursday. Futures are split this morning: the Nasdaq is barely green and the Dow is a little red, while the 10-year Treasury yield sits right at 5%. Overseas, AI chip demand and defense orders are doing most of the work. Here's what you need before the opening bell. 👀 What to Watch Today The number on every trader's screen today is 5.00%. The 10-year yield ticked up a basis point overnight, and the 30-year is at 5.36%. Treasury yields rose in Asian trading because markets are still betting the Fed will raise rates. With borrowing costs this high, it doesn't take much to knock stock valuations around, especially for the high-flyers. The 5-year yield climbed the most, up two basis points to 4.83%. That tells you the market is pricing a Fed that stays tough for a while. Watch whether yields hold their gains after the open. If the 10-year moves clearly above 5%, rate-sensitive sectors like utilities, real estate and small caps could have a rough day. The other big theme is AI and chips. SMIC and Foxconn both posted strong numbers overnight, and Sen. Tom Cotton is pushing Washington to blacklist China's CXMT. Expect semiconductor names to move on both the earnings and the policy news. The Great AI Meltdown is Coming (prepare now and get rich) [ad] 🌏 Overnight Recap Europe had a good night. European shares hit a record high thanks to strong earnings and lower energy prices, and defense stocks led the way. Rolls-Royce (RYCEY) announced a $2 billion interim buyback running through February. It's part of a plan to repurchase up to about $12 billion in stock through 2028, paid for by strong order demand. BAE Systems (BAESY) raised its cash flow outlook again as defense orders keep growing. In Asia, AI demand did the heavy lifting. SMIC, China's largest contract chipmaker, more than doubled its profit and posted another record quarter of revenue, helped by AI demand and higher wafer prices. Foxconn (HNHPF), the key assembler for AI servers, reported a 34% jump in third-quarter profit and beat forecasts. There was policy news too. China approved Eli Lilly's (LLY) weight-loss pill orforglipron, which opens a huge new market. Separately, Sen. Tom Cotton urged Commerce Secretary Lutnick to add Chinese memory maker CXMT to the Entity List, which would sharply limit its access to U.S. technology. Your temporary download link is expiring [ad] Sponsored Content A Free Stock Pick, From Me to You Elon's been paying this company since 2012. When NVIDIA tried to buy it, he fought the deal. Now he wants 1,000,000 AI satellites in orbit. Every one pays this company a royalty. Dylan believes shares take off December 8th. Grab the pick now... or watch it run without you. Claim your free stock pick here >> 📊 Pre-Market Movers Eli Lilly (LLY) is the headline name this morning. China's approval of orforglipron puts a pill version of its obesity treatment in front of one of the world's largest patient populations. Look for buyers early, and keep an eye on rival Novo Nordisk (NVO) in sympathy. Nvidia (NVDA) is in the news after joining SoftBank in backing Germany's Agile Robots at an $8.5 billion valuation. The deal fits Nvidia's push into robotics and physical AI. Strong results from SMIC and Foxconn also support the AI demand story, which may explain why the Nasdaq is holding up better than the Dow. In energy, BP and Petrobras (PBR) are worth watching after the Bloomberg report on the Brazil stake sale. U.S.-listed shares of European defense names like Rolls-Royce (RYCEY) and BAE (BAESY) could also carry their overnight momentum into the session. 15 minutes. That's all it took to change everything in 1971. [ad] 🔍 Today's Watchlist The 10-year Treasury at 5.00%: if it holds above that level, expect pressure on growth stocks and rate-sensitive sectors. Eli Lilly (LLY): China approved its weight-loss pill orforglipron, a major market opening for its obesity drugs. Chips and China policy: SMIC's record revenue and the push to blacklist CXMT could move memory and equipment names. Energy deals: BP is in talks to sell a stake in a Brazil oil discovery to Petrobras (PBR), according to Bloomberg. Bitcoin at $72,756, down 1.58%: a quick read on whether traders are pulling back from riskier assets as yields rise. Sponsored Content Elon Musk about to bankrupt Amazon, Microsoft & Google? Elon Musk's newest AI project could help him secure 50 times more computing power than the rest of the world combined. Jeff Brown thinks it's keeping executives at Amazon, Microsoft and Google up at night. Brown, who called Bitcoin, Tesla and Nvidia years early, says a new wealth window opens by November 30. So what is this project? See Elon's AI project before November 30 🎯 The Morning Playbook Today comes down to earnings versus rates. Companies keep delivering, from Foxconn to BAE to SMIC, but a 5% 10-year yield makes investors pay more attention to valuations. Stick with companies that have real catalysts, like rising orders, buybacks or new market approvals, instead of chasing broad momentum. Defense, AI hardware and healthcare all have fresh news behind them this morning. Be more careful with stocks whose valuations depend on low rates, because one strong move in yields could reprice them fast. Europe just set a record while U.S. futures are flat, which shows good stories are still out there even in a tough rate environment. Know what you own, know why you own it, and let the bond market tell you how hard to press. Louis Navellier: My #1 AI Stock for 2026 — Get the Name & Ticker [ad] 🔍 Hand-Picked for You America’s New “Subprime” Crisis  (It's Already Here!) (Ad) Do you remember the subprime crisis of 2008? Wall Street built a gigantic "pyramid of risk" on subprime loans in the housing market. And then it all came tumbling down, along with almost the entire financial system. Dr. Martin Weiss says a new $3 trillion "subprime" crisis is underway. And it's alre... See his new prediction here because it's an EYE-OPENER … This costs nothing but 60 seconds (Ad) Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. This free guide pulls back the curtain. You'll discover a simple 5-part formula that makes every trade a SAFE TRADE. Normally... Grab your copy here Bloodbath (Ad) After this market bloodbath, Dan Ferris, the analyst who called the Lehman Brothers collapse, says you're not scared enough. Intel fell 20% on one earnings report. Alphabet just saw its biggest drop ever. The chaos is only beginning, and without the right plan, your life savings could be wiped out f... Get the full story — and the #1 step to prepare — here. Your Phone Is Smarter Than Your Inbox Not every market move can wait. Our text alerts deliver the ones that can't. One short alert, straight to your phone, when something is worth seeing now. No fluff. No noise. No charge. Text Me the Alerts Financial Edge Daily is published for informational and entertainment purposes only. Nothing in this newsletter constitutes financial, investment, legal, or tax advice. Stock tickers, market data, and company mentions are for informational purposes only and should not be construed as a recommendation to buy, sell, or hold any security. Investing involves risk, including the possible loss of principal. Always conduct your own due diligence and consult a licensed financial advisor before making any investment decisions. Past performance is not indicative of future results. Sponsored content and advertisements are clearly labeled and represent the views of the advertiser, not Financial Edge Daily. We may receive compensation for affiliate links included in this newsletter. Update your email preferences or unsubscribe here © 2026 Financial Edge Daily, a division of GBM Media Group, LLC. 228 Park Ave S, #29976, New York, New York 10003, United States Powered by beehiiv

Hanging by a thread

Bloomberg Morning Briefing Americas  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

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Good morning. The clock is ticking for Jensen Huang. The truth about pesticides in Brazil. And China’s shoppers are turning away from luxury labels. Listen to the day’s top stories. — Angela Cullen Market Snapshot S&P 500 Futures 7,608.50 -0.4% Nasdaq 100 Futures 28,230.00 -0.9% Bloomberg Dollar Spot Index 1,231.97 -0.0% Market data as of 07:07 AM ET. Data is subject to provider delays. Your watchlist Jensen Huang’s future as CEO of Nvidia is hanging by a thread as the company’s board holds crisis talks following reports of multiple extramarital affairs. With backgrounds ranging from running Taco Bell’s international operations to academic research involving jellyfish, a cast of 10 is deliberating whether to retain the only person ever to have run Nvidia, or fire the executive who’s overseen a more than 700,000% surge in the company’s share price. Nvidia stock slid premarket as sentiment toward the Wall Street darling starts to crumble. The suspected Chinese spy at the center of the scandal has returned to her home country, people familiar with the matter said. The drama triggers a difficult search for a successor for the larger-than-life CEO. Huang does have one job prospect if the board decides to ditch him: Elon Musk has long been a fan and said it “would be an honor” to hire him. Follow the latest developments in our live blog. The leadership turmoil halted a rebound in tech stocks, but it’s not all doom and gloom. Advanced Micro Devices, Broadcom and Alphabet shares gained on bets they may win business from the chip giant. Meanwhile, investors see Anthropic’s long-awaited IPO as the “Jenga block” holding up the next leg of the AI trade. And if there’s one relationship that illustrates how private credit is enabling some of the most consequential AI investments, it’s Apollo Global Management’s with SoftBank Group. Making history. The Democrats’ upset in the Mississippi Senate race adds to their historic gains across the Southern US. The challenge now is to hold on to them. Scott Colom is poised to become the state’s first Black senator since the post-Civil War Reconstruction era, and the first Democratic senator from Mississippi since segregationist John Stennis retired in 1989. Alaska is now the only Senate race outstanding. Here’s the latest tally. Steve Witkoff and Jared Kushner are in Moscow to push for a deal with Vladimir Putin to end his war in Ukraine. They’ll travel on to Dublin for talks with Volodymyr Zelenskyy, who’s attending a meeting of European leaders. The Ukrainian president said political changes in the US and elsewhere are creating a “window of opportunity.” He also said restrictions have reappeared on Starshield terminals used by frontline troops to deter Russian attacks. The Confidential Payments Meta and TikTok Made to Addicted Teens Read more Limited-time offer: Save over 50% on unlimited access We hope you enjoyed our coverage for the US midterms. Now the results are in, but the story isn’t over. Subscribe to keep up with what's moving the markets. Get your first year for just $399 $170. Offer expires November 13, 2026 11:59 PM EST. Claim over 50% off Deep Dive: Trade Truce Tested Xi Jinping and Donald Trump in Washington, DC, on Sept. 25. Photographer: Win McNamee/Getty Images North America US-China relations were already going through a rough patch before Jensen Huang’s fall from grace. With a yearlong trade truce set to expire in January, the spying allegations engulfing the Nvidia CEO is reopening old rifts. Trying to keep Washington and Beijing from escalating a rivalry that’s weaponized his technology had become a key part of Huang’s job description — turning him into a reluctant diplomat. As Xi Jinping and Donald Trump prepare to meet face to face next week for the third time this year, investors will be closely watching for any signals from the US leader on export controls and — if Huang survives the scandal — whether he brings him along as he’s done in the past. Huang confessing to being unfaithful in his marriage has far-reaching ramifications for Nvidia and the CEO, but the spy allegations also raise national security questions. Two Democratic senators have asked the Trump administration to preserve records on Nvidia’s China chip exports or to “entities that may divert such chips.” The Big Take A farmworker sprays pesticides without wearing a mask on a tobacco farm in Presidente Nereu, Santa Catarina state, Brazil. Photographer: Victor Moriyama Brazil uses more pesticides than any other country. Although the government has banned many of the most toxic, they still find their way into the country. We analyzed water tests and trade data to trace their journey through the supply chain. Big Take Podcast Foreign Policy Fights Facing Trump and Dems Opinion Nvidia badly underestimated the key-man risk posed by Jensen Huang, but markets may be overstating what his downfall would mean for the broader AI trade, John Authers writes. Recent moves look more like a reshuffling than a bursting bubble. More Opinions Shuli Ren Forget Nvidia. Anthropic Is the AI Trade’s Litmus Test Marc Champion History Is Calling Europe on Ukraine. Can it Answer? Ronald Brownstein The Sunbelt’s Growing Power Is Now Within Democrats’ Reach Test Your Knowledge Today's clue is: Someone who works the night watch? Alphadots|Bloomberg Games Play Before You Go A Coach store in Beijing. Photographer: Adek Berry/AFP/Getty Images via AFP via Getty Images The new cool. Young Chinese shoppers are turning away from luxury labels in favor of better value, helping Coach and Ralph Lauren buck the slump with China sales jumping more than 30%. One More Cocaine Militias Deploy Ukraine-Style Drone Warfare in Colombia More From Bloomberg Enjoying Morning Briefing Americas? Get more news and analysis with our regional editions for Asia and Europe. Check out these newsletters, too: Money for insights, ideas and tools for doing more with your money AI Today chronicles the disruptions and threats of AI Market Moves delivers the pulse of the market to your inbox Markets Daily has what’s moving in stocks, bonds, FX and commodities Opinion Today for an afternoon roundup of our most vital opinions Explore all newsletters at Bloomberg.com. We’re improving your newsletter experience and we’d love your feedback. If something looks off, help us fine-tune your experience by reporting it here. 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