Strategy buys another 1,036 Bitcoin for $81.9 million, now holds 850,364 BTC

A 10-point gap between the chip ETFs and their largest holding means money is rotating inside the sector rather than leaving it.

The semis are up 5% even though its biggest member is down 5%. Wild times. $SOXX $SMH $NVDA

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The Fed's unofficial mouthpiece is flagging research that undercuts the case for looking through energy shocks, which is the argument that keeps rate cuts on the table.

Oil has fed more strongly into core inflation since the pandemic, according to this paper from Fed researchers. But has inflation’s behavior changed? Or have supply shocks become more frequent or persistent? The answer matters for how forcefully central banks should respond. https://t.co/otX3OqZkBC [Quoted @FedResearch]: New #FEDSNote: The Effect of Oil Prices on Core Inflation: Recent Evidence from the Advanced Economies: https://t.co/PIp6bT1tox

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Copper miners have never gone 11 weeks without a winning week until now, and the 24.7% drawdown says equity investors are pricing in far weaker demand than the structural copper shortage story suggests.

BREAKING: The Global Copper Miners ETF, $COPX, has declined for 11 consecutive weeks, its longest such streak since its April 2010 inception. This surpasses the previous record of 10 consecutive weekly declines set in 2015. Over the current streak, $COPX has dropped -24.7%, to https://t.co/9EGvHKq8t4

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Depending on one buyer for all your crude is the risk nobody priced until that buyer stopped showing up, and Sable Offshore's 10-Q now carries going-concern language.

$SOC -75% Sable's sole crude oil purchaser halted purchases in early October due to refinery maintenance, triggering a liquidity crisis. In its latest 10-Q, Sable warned it may not have enough cash to meet near-term obligations and raised substantial doubt about its ability to https://t.co/HM6UuPSH4u

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A direct denial takes the bankruptcy scenario off the table for now, the same scenario that reshaped Spirit's equity holders.

JETBLUE $JBLU HAS NO PLANS TO FILE FOR CHAPTER 11 BANKRUPTCY: BLOOMBERG

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The most established exchange in the world picking a public chain for settlement rails hands Avalanche the credibility every layer-1 has been chasing, and it lands while Nasdaq builds its own always-on tokenized equities push.

BREAKING: New York Stock Exchange announces it will use the Avalanche blockchain to settle tokenized stock trades on its upcoming 24/7 trading platform.

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If you own a cap-weighted index fund, NVIDIA alone erased $1.27 trillion of the Russell 1000's decline, so the average stock being green over the past month did nothing for you.

R1K stocks are up an average of 0.76% over the last month, yet the index has shed about $4.8 trillion in market cap. NVIDIA $NVDA has seen its market cap fall the most at -$1.27 trillion, while another 13 have fallen more than $100 billion. Here's the 20 biggest drops: https://t.co/ujScNdaJBE

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Index returns are flat because one sector is doing all the damage: the average tech name is down nearly 16% in a month.

The average Russell 1,000 stock is actually up 0.76% over the last month. Tech, which makes up more than 35% of the index, has seen its average stock fall 15.85%, however. https://t.co/T6OQgloWTT

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Consensus puts headline CPI at 0.23% month over month, roughly a third of September's 0.65%, with the release due Tuesday at 8:30 AM ET. A hotter number reopens the Fed hike debate immediately.

US OCTOBER CPI PREVIEW: WALL STREET EXPECTS COOLER INFLATION Release: Tuesday, November 10, at 8:30 AM ET Consensus forecasts (M/M): 🔸 Headline CPI: 0.23% (September: 0.65%) 🔸 Core CPI: 0.22% (September: 0.33%) 🔸 Core PCE estimate: 0.23% Bank forecasts — Headline / Core CPI

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San Antonio becomes the eighth live Robotaxi city, and Tesla is planting it in a market where Waymo says it has no imminent plans to grow its service area.

JUST IN: Tesla expands Robotaxi network to San Antonio, Texas

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Tesla's robotaxi story rests on mass-producing the Cybercab, and Musk is now flagging the factory itself as the bottleneck.

JUST IN: Elon Musk says building a high-volume factory for Cybercab production is "insanely hard"

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