
Could Jensen’s Exit Actually Be Good for Nvidia?
Shownotes
Market update for November 13, 2026
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In today’s episode, Zaid covers:
wholesale inflation hits a 4-year high
Life after Jensen: disaster for Nvidia, or a blessing in disguise?
Cerebras crushes earnings and lands a big new customer
A global outage takes down Microsoft’s Outlook and Teams
The surprising customers driving the toy sales boom