Reuters Morning Bid
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- 13 Nov 2026
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Everything you need to know to start your trading day. Unfiltered markets news and analysis straight from the Reuters newsroom.
Episodios 297
Chips down after Huang exit?
US lawmakers are pushing for tougher restrictions on chip sales to China after Nvidia co-founder and CEO Jensen Huang resigns. Microsoft is racing to restore service after a global outage knocked out Outlook …
Notas del episodio
US lawmakers are pushing for tougher restrictions on chip sales to China after Nvidia co-founder and CEO Jensen Huang resigns. Microsoft is racing to restore service after a global outage knocked out Outlook, Teams and Copilot for users worldwide. PPI data lands today, with markets watching closely as hawkish Fed bets push bond yields and the dollar higher.
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Today's recommended read: Wall Street withstands AI blues. What about Nvidia shock? by Jamie McGeever
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Huang in the balance
Uncertainty over the fate of Nvidia's CEO Jensen Huang sends shares tumbling and raises urgent questions about who could lead the world's most valuable chipmaker. The drama lands as hot US inflation data pushes …
Notas del episodio
Uncertainty over the fate of Nvidia's CEO Jensen Huang sends shares tumbling and raises urgent questions about who could lead the world's most valuable chipmaker. The drama lands as hot US inflation data pushes the dollar to its highest since April 2025, and UK GDP data shows the British economy expanding at its fastest rate in over two years, defying fears of an energy-shock-driven recession.
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Today's recommended read: Dollar zooms on bets US can absorb higher rates, Mike Dolan
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The trillion-dollar question
AI darling Anthropic kicks off its IPO roadshow targeting a $1.4 trillion fully diluted valuation - well below the $2 trillion figure that was doing the rounds over the summer. Meanwhile, a hot inflation report …
Notas del episodio
AI darling Anthropic kicks off its IPO roadshow targeting a $1.4 trillion fully diluted valuation - well below the $2 trillion figure that was doing the rounds over the summer. Meanwhile, a hot inflation report rattles bond markets and NVIDIA shares slide nearly 10% as spying allegations against CEO Jensen Huang grow more serious.
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Today's recommended read: Bond storm of 2026 may be passing, but Fed gusts linger, Mike Dolan
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Oil's well that ends well
A sharp retreat in oil prices follows US President Donald Trump's signal that further Iran escalation isn't on the table, with Brent crude falling back above $90 a barrel for the first time since late August …
Notas del episodio
A sharp retreat in oil prices follows US President Donald Trump's signal that further Iran escalation isn't on the table, with Brent crude falling back above $90 a barrel for the first time since late August. NVIDIA slides on CEO spying allegations while the broader market surges. And Anthropic's blockbuster IPO hits turbulence before it even begins, with a valuation that has nearly halved in six weeks.
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Huang faces scrutiny
Nvidia shares fall around 4% as the chip giant investigates CEO Jensen Huang over a relationship that may have involved spying for China. Meanwhile, US President Donald Trump signals no imminent re-escalation …
Notas del episodio
Nvidia shares fall around 4% as the chip giant investigates CEO Jensen Huang over a relationship that may have involved spying for China. Meanwhile, US President Donald Trump signals no imminent re-escalation against Iran while peace talks continue, pushing crude prices lower. And a blowout US jobs report for October lifts bets on a Fed rate rise ahead of this week's inflation data.
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Today's recommended read: Middle East oil price war heralds post-conflict glut, Ron Bousso
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AI's $3.2 trillion selloff
Wall Street loses $3.2 trillion in a single session as investors fear Democrats could slow the buildout of AI data centers. Doubts grow over whether Anthropic will push ahead with its blockbuster IPO this month …
Notas del episodio
Wall Street loses $3.2 trillion in a single session as investors fear Democrats could slow the buildout of AI data centers. Doubts grow over whether Anthropic will push ahead with its blockbuster IPO this month as sentiment towards AI deteriorates. And investors await US jobs data.
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Today's recommended read: US-Canada trade deal would hurt European aluminum buyers by Andy Home
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Oil heads for pandemic-era fall
Oil prices are heading for their biggest weekly drop since the pandemic as a Democratic sweep of Congress fuels hopes for a de-escalation of the Iran war. Markets rally as falling energy prices lift sentiment …
Notas del episodio
Oil prices are heading for their biggest weekly drop since the pandemic as a Democratic sweep of Congress fuels hopes for a de-escalation of the Iran war. Markets rally as falling energy prices lift sentiment, even as AI stocks remain under pressure from worries over spending and regulation. And the Bank of England is expected to deliver its first rate hike in three years as sterling climbs and inflation pressures persist.
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Today's recommended read: Surge in 2028 US presidential bets reframes markets after midterms by Mike Dolan
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Pricing the Democratic sweep
Democrats take control of both houses of Congress, raising questions about AI regulation and the future of the data-centre boom. Oil prices steady as markets assess what the election result could mean for the …
Notas del episodio
Democrats take control of both houses of Congress, raising questions about AI regulation and the future of the data-centre boom. Oil prices steady as markets assess what the election result could mean for the Iran war and US policy in the Middle East. And investors weigh what the outcome means for tech stocks, Treasury yields and the dollar.
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Today's recommended read: Asia hopes Democrats can provide relief from Trump's Iran war, tariffs by Clyde Russell
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Markets await midterms
Americans head to the polls today in midterm elections that could shape the final two years of President Trump's agenda. Oil prices swing after US strikes on Iran complicate hopes for diplomacy. And Apple …
Notas del episodio
Americans head to the polls today in midterm elections that could shape the final two years of President Trump's agenda. Oil prices swing after US strikes on Iran complicate hopes for diplomacy. And Apple shares fall despite an earnings beat as investors focus on margin pressure and rising chips costs.
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Today's recommended read: Fridge hacks and finance attacks flag AI insecurity by Mike Dolan
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Tech or treat
A brutal October for big tech, with Intel down nearly 30% and the Nasdaq logging its worst monthly loss since March 2025. Apple reports today, Americans head to the polls tomorrow, and Fed officials say another …
Notas del episodio
A brutal October for big tech, with Intel down nearly 30% and the Nasdaq logging its worst monthly loss since March 2025. Apple reports today, Americans head to the polls tomorrow, and Fed officials say another rate hike is coming.
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Today's recommended read: Big Oil's spending caution speaks louder than its profits, Ron Bousso
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Binance burglary
Alphabet and Amazon shares fall after another quarter of heavy AI spending. Binance races to contain the fallout from a record $6.3 billion crypto hack linked to North Korea. And the Bank of Japan says …
Notas del episodio
Alphabet and Amazon shares fall after another quarter of heavy AI spending. Binance races to contain the fallout from a record $6.3 billion crypto hack linked to North Korea. And the Bank of Japan says inflation is finally back at target, pacing the way for a potential rate hike in December.
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Today's recommended read: High stocks, low price, but don't write lead off just yet by Andy Home
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December hike still in question
The Federal Reserve holds rates steady, but Chair Kevin Warsh keeps the door open to a December hike. Alphabet shares tumble as investors question another quarter of heavy AI spending, while Microsoft and …
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The Federal Reserve holds rates steady, but Chair Kevin Warsh keeps the door open to a December hike. Alphabet shares tumble as investors question another quarter of heavy AI spending, while Microsoft and Oracle win praise for a more disciplined approach. And the European Central Bank faces growing pressure from French debt worries and soaring gas prices.
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Today's recommended read: Biggest market impact of US midterms may be 2028 countdown by Mike Dolan
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A hawkish hold?
The Fed is expected to hold rates steady, but investors will be watching closely for signs of more hikes to come. AI stocks find their footing again as strong results from SK Hynix lift sentiment ahead of …
Notas del episodio
The Fed is expected to hold rates steady, but investors will be watching closely for signs of more hikes to come. AI stocks find their footing again as strong results from SK Hynix lift sentiment ahead of earnings from Microsoft and Alphabet. And oil prices climb on reports the US could resume strikes on Iran after next week's midterm elections.
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Today's recommended read: ECB can cool rate bets, but may not want to yet by Mike Dolan
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The Anthropic IPO
Anthropic files for its long-awaited IPO, revealing the enormous spending, debt and expectations behind the AI boom. Oil prices remain elevated as traders watch diplomatic efforts to ease the Iran conflict. And …
Notas del episodio
Anthropic files for its long-awaited IPO, revealing the enormous spending, debt and expectations behind the AI boom. Oil prices remain elevated as traders watch diplomatic efforts to ease the Iran conflict. And investors look ahead to the Fed's latest decision after bond markets found some relief during the recent AI sell off.
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Today's recommended read: AI tremor exposes market's volatility fault lines by Mike Dolan
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Bets on Brazil
Luiz Inacio Lula da Silva defeats Flavio Bolsonaro in Sunday's runoff, catching prediction markets off guard after weeks of gains in Brazilian assets priced around a Bolsonaro win. Stock ETFs, the real, and …
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Luiz Inacio Lula da Silva defeats Flavio Bolsonaro in Sunday's runoff, catching prediction markets off guard after weeks of gains in Brazilian assets priced around a Bolsonaro win. Stock ETFs, the real, and bonds all look set to reverse sharply. Elsewhere, France narrowly escapes a Moody's credit downgrade even as street protests resume in Paris for a second weekend.
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Today's recommended read: How Trump's energy dominance turned into hubris, Ron Bousso
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The AI reset
AI stocks tumble as investors question how much spending, borrowing and optimism the sector can still sustain. Investors rush back into government bonds as expectations for a December Fed rate hike fade. And …
Notas del episodio
AI stocks tumble as investors question how much spending, borrowing and optimism the sector can still sustain. Investors rush back into government bonds as expectations for a December Fed rate hike fade. And oil climbs above $114 a barrel as reports suggest the US and Israel could be preparing new strikes on Iran.
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Today’s recommended read: Will the US Treasury scrap 20-year bond sales? by Jamie McGeever
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Meta's AI bill
Meta shares rise after an earnings beat and excitement around its new Muse AI agent, even as the company burns cash and plans a new share sale. Tesla falls after cutting spending and lowering long-term sales …
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Meta shares rise after an earnings beat and excitement around its new Muse AI agent, even as the company burns cash and plans a new share sale. Tesla falls after cutting spending and lowering long-term sales ambitions, adding to questions about a possible merger with SpaceX. Oil prices climb after fresh attacks in Saudi Arabia and a lack of diplomatic progress in both the Middle East and Ukraine. And French borrowing costs hit their highest since 2002 as investors brace for a potential credit-rating downgrade.
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Today’s recommended read: Surging sterling shakes off Britain's budget blues by Mike Dolan
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The Tesla-SpaceX question
SpaceX beats earnings estimates as Elon Musk backs discussions over a potential merger with Tesla. Wild swings in oil prices and AI stocks expose growing market nerves over war and tech valuations. And Netflix …
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SpaceX beats earnings estimates as Elon Musk backs discussions over a potential merger with Tesla. Wild swings in oil prices and AI stocks expose growing market nerves over war and tech valuations. And Netflix disappoints with its slowest revenue growth in three years, sending shares lower.
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Today’s recommended read: Smouldering debt risk haunts French markets by Mike Dolan
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France on edge
Street riots and curfews in Paris rattle investors already worried about France's debt burden and political uncertainty. A failed South Korean data-centre IPO reignites concerns over AI-related stocks ahead of …
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Street riots and curfews in Paris rattle investors already worried about France's debt burden and political uncertainty. A failed South Korean data-centre IPO reignites concerns over AI-related stocks ahead of earnings from Netflix and SpaceX. And oil prices hit five-month high as traders brace for more conflict in the Middle East.
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Today’s recommended read: Markets' squeal is music to Fed ears - but still too faint by Mike Dolan
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Mine field
Oil markets open the week on edge after ships hitting mines in the Strait of Hormuz helped drive crude to $110 on Friday, while Ukraine struck a major Russian oil installation near St. Petersburg over the …
Notas del episodio
Oil markets open the week on edge after ships hitting mines in the Strait of Hormuz helped drive crude to $110 on Friday, while Ukraine struck a major Russian oil installation near St. Petersburg over the weekend. On Wall Street, Meta's Wednesday earnings report arrives after a brutal week for tech stocks, with the SOX index shedding more than 10% on concerns about AI-related debt.
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Today's recommended read: Asian refiners' pain is Middle East oil producers' problem, Ron Bousso
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AI's debt burden
Markets are recovering from the CoreWeave selloff, but investors are still questioning the debt burden behind the AI boom. Fed Chair Kevin Warsh says hotter inflation hasn't changed his view of the economy …
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Markets are recovering from the CoreWeave selloff, but investors are still questioning the debt burden behind the AI boom. Fed Chair Kevin Warsh says hotter inflation hasn't changed his view of the economy, prompting markets to dial back rate-hike expectations. And Elon Musk unveils Tesla's flying Roadster, but the long-awaited vehicle won't arrive until 2028.
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Today’s recommended read: Europe's battery boom has a dirty secret by Martin Vladimirov
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Tech stocks sink
Hotter-than-expected inflation revives debate over whether the Fed could raise rates this month. AI-linked stocks stumble as rising borrowing costs heap pressure on indebted companies like CoreWeave and Oracle …
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Hotter-than-expected inflation revives debate over whether the Fed could raise rates this month. AI-linked stocks stumble as rising borrowing costs heap pressure on indebted companies like CoreWeave and Oracle. And oil markets remain on edge as traders weigh the impact of conflict in the Middle East and Ukraine's renewed attacks on Russian energy infrastructure.
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Today’s recommended read: AI investment boom may be papering over US economic cracks, Mike Dolan
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The CPI test
Investors await September inflation data that could show prices rising at nearly twice the Fed's target, testing whether policymakers can hold off on further rate hikes. Plus China's exports surge again …
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Investors await September inflation data that could show prices rising at nearly twice the Fed's target, testing whether policymakers can hold off on further rate hikes. Plus China's exports surge again, putting the country on course for another trillion-dollar trade surplus this year. And Wall Street's biggest banks reveal how rising bond yields are affecting their business.
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Today's recommended read: Why governments might secretly wish for an AI stumble, by Mike Dolan
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Cashing in chips
AI stocks slide ahead of earnings season as investors question how much further the chip rally can run. Meanwhile, the IMF lifts its global growth forecasts and points to the AI boom as a key driver of trade …
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AI stocks slide ahead of earnings season as investors question how much further the chip rally can run. Meanwhile, the IMF lifts its global growth forecasts and points to the AI boom as a key driver of trade and growth. And major US banks open earnings season with bond losses, trading revenues and AI financing in focus.
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Today's recommended read: Europe gets the yuan rise it wants - just not the way it wanted Mike Dolan
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Diesel diplomacy
The Trump administration's weekend moves to ease diesel prices - including a waiver on Russian fuel imports and claims of an energy ceasefire in Ukraine - have confused allies and surprised Kyiv. Meanwhile …
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The Trump administration's weekend moves to ease diesel prices - including a waiver on Russian fuel imports and claims of an energy ceasefire in Ukraine - have confused allies and surprised Kyiv. Meanwhile, Houthi strikes on Riyadh airport intensify, the IMF kicks off its annual meetings in Bangkok, and US bank earnings season gets underway alongside a fresh inflation reading.
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Today's recommended read: Central banks face test. Will they be good cops or bond villains?, Mike Dolan
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Open AI's revenue gap
Open AI's annualized revenue for September is less than previously signaled. Oil prices ease after President Trump says no strikes on Iran are planned before the midterms. And investors prepare for big bank …
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Open AI's annualized revenue for September is less than previously signaled. Oil prices ease after President Trump says no strikes on Iran are planned before the midterms. And investors prepare for big bank earnings as high yields continue to weigh on dealmaking and borrowing.
Today’s recommended read: Central banks face test. Will they be good cops or bond villains?, Mike Dolan
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AI on credit
Bond yields climb to 24-year highs as Fed minutes show most policymakers see more rate rises ahead and investors demand more compensation for holding long-term debt. Wall Street grows uneasy about the huge …
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Bond yields climb to 24-year highs as Fed minutes show most policymakers see more rate rises ahead and investors demand more compensation for holding long-term debt. Wall Street grows uneasy about the huge, increasingly interconnected financing deals funding the AI build-out. And Samsung shares fall despite an eightfold jump in operating profits, while TSMC reports record sales.
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Today's recommended read: Battle for Mideast oil market share has already begun by Ron Bousso
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S&P 500's record run
The S&P 500 hits another record as investors look ahead to earnings season and another stronger quarter for corporate profits. Fed minutes due later today could reveal how much support there is for further rate …
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The S&P 500 hits another record as investors look ahead to earnings season and another stronger quarter for corporate profits. Fed minutes due later today could reveal how much support there is for further rate hikes after September's increase. And oil climbs above $100 again as fresh fighting and storm risks threaten supplies.
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Today's recommended read: For Trump's Treasury, the sting is in the auction 'tail' by Jamie McGeever
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AI runs hot
Nvidia nears a $6 trillion valuation as AI enthusiasm pushes the Nasdaq to another record. The US long-term Treasury yields hit their highest since 2002, and rising Japanese yields raise the prospect of …
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Nvidia nears a $6 trillion valuation as AI enthusiasm pushes the Nasdaq to another record. The US long-term Treasury yields hit their highest since 2002, and rising Japanese yields raise the prospect of investors bringing money home from US and French bonds. Plus, Brazilian markets surge as Flávio Bolsonaro emerges as the favorite ahead of this month's presidential runoff.
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Today's recommended read: Early ECB leadership change could worsen Paris bond jolt by Mike Dolan
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French connection
France's risk premium blows out to 15-year highs as fractious budget politics in Paris and an approaching presidential election rattle European debt markets. Meanwhile, a soft September payrolls print steadies …
Notas del episodio
France's risk premium blows out to 15-year highs as fractious budget politics in Paris and an approaching presidential election rattle European debt markets. Meanwhile, a soft September payrolls print steadies US Treasuries, and a snap election call in Spain adds to eurozone uncertainty.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: Oil's new problem isn't supply. It's logistics, Ron Bousso
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Eliza Davis Beard.
Sound engineering and music by Sebastian and Josh Sommer.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.
You may also visit megaphone.fm/adchoices to opt out of targeted advertising.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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