MARKET OPEN
Europe
  • 🇬🇧 FTSE 100+0.32%
  • 🇩🇪 DAX+0.91%
  • 🇫🇷 CAC 40—

London is lagging Frankfurt by nearly three to one at the open, with the DAX up 0.91% against the FTSE's 0.32%. Sticky UK inflation forecasts and talk of another Bank of England rate rise are the drag keeping British equities a step behind.

CLOSING BELL
Asia
  • 🇭🇰 Hang Seng-1.26%
  • 🇨🇳 SSE Composite-0.64%

Shanghai's milder 0.64% decline shows the selling was concentrated in Hong Kong, where the Hang Seng gave up 1.26% and never recovered from its lower open. Offshore China exposure is carrying the risk right now.

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MARKET OPEN
Asia
  • 🇭🇰 Hang Seng-0.81%
  • 🇨🇳 SSE Composite+0.11%

Hong Kong opened 0.81% lower while Shanghai ticked higher, a split that puts the selling squarely on offshore China names rather than the mainland tape. Anyone trading Greater China exposure should treat the two markets separately today.

Mad Money w/ Jim Cramer 11/11/26

  • Cramer says Nvidia leadership turmoil has made him gun shy on tech, yet writing off data center names risks big upside
  • CoreWeave CEO: compute demand 10 times oversubscribed for 2027, with chips recontracting at 20% to 50% premiums
  • Cramer would rather own Colgate or Johnson & Johnson than chase the noise right now
  • Caller questions on Darden's Olive Garden value proposition, Meta re-entry, and Jersey Mike's under Charlie Morrison

The tell is that four-year-old GPUs are being recontracted above their original prices, which undercuts the view that AI hardware depreciates into worthlessness. Cramer is keeping data center exposure in semis, networking, turbines and cooling even while trimming elsewhere, and he is leaning defensive with staples and pharma as the Nvidia story gets messier.

Now director at AUTOMATIC DATA PROCESSING INC

McKinstry spent two decades running Wolters Kluwer, turning it into a digital subscription and compliance software business, exactly the playbook the $120.9 billion payroll giant is leaning on as it pushes deeper into HR software. Her first Form 3 puts that operating experience inside the boardroom.

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Now director at AUTOMATIC DATA PROCESSING INC

Kenny, the former Nielsen CEO who ran Weather Company and IBM Watson, now holds a stake in the $120.9 billion payroll processor as it pushes AI deeper into HR software. Form 3 filings mark the start of a disclosure trail worth tracking for future open-market buys.

Nvidia Shares Sink on New Allegations Against CEO Jensen Huang

  • CoreWeave's beat, raised guidance and canceled 10b5-1 plan sparked a semi rally, with chip ETFs up over 15% off last week's low
  • Reports of a second Huang affair and a board meeting to replace him sent shares down 8-9% after hours; Kalshi odds hit 70-87%
  • Dan Ives calls an ouster a clearing event worth $225; Dan Niles sees 99% odds Huang is out and ~145 as support
  • Gene Munster expects a gap down then recovery and disputes that AMD takes meaningful share; Apple closed at a record

The debate has moved past whether Huang stays to what Nvidia is worth without him, and the panel's range is wide: a $225 target against a 145 support test. Traders expect the real clearing to come with next Tuesday's earnings report rather than the board meeting.