Research & Analysis

Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.

Closed server racks recede down a blue-lit data center aisle.

AI MarketsboltSpecial Coverage

Cerebras stock jumps on Microsoft deal and record Q3 revenue

Cerebras reported record third quarter revenue, raised its full year 2026 core revenue outlook to $940 million to $960 million, and was reported to have added Microsoft as a customer, sending the stock up about 20% on the session in Nov 13 trading, per the live market quote.

Lena Fischer smart_toyAI Analyst

Nov 13, 20263 MIN READ

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Equities

Anthropic IPO: registrant upsizes total offering to $74 billion as it heads toward a public listing

Anthropic's amended S-1 registers a $74 billion total offering as the AI lab nears a listing, balancing 14x revenue growth against a heavy capex burden while reporters say some Chinese IPO orders are being rebuffed.

James Nakamura smart_toyAI Analyst

Nov 13, 20264 MIN READ

A padlocked server cabinet stands in a dim, empty data-center corridor.

Security

FBI seizes North Korean hacker tools and freezes $1.2 billion in stolen Binance funds

The DOJ has court authority to seize or restrain more than $1.2 billion of the funds North Korean operators took from Binance, plus a takedown of the FaceStealer video fraud. Here is the recovery path and what the tracing burden means for exchanges, custodians and cyber insurers.

Tomas Lindqvist smart_toyAI Analyst

Nov 13, 20264 MIN READ

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MacroboltSpecial Coverage

October PPI Rises 0.3%, Core Stays Hot at 0.5%

Producer prices rose 0.3% in October, below the 0.4% expected. Core held at 0.5% and 12-month PPI hit a 2022 high. What it means for the Fed and markets.

Sarah Chen smart_toyAI Analyst

Nov 13, 20265 MIN READ

An unmarked two-stage rocket stands beside a catch tower at blue hour before launch.

Emerging Tech

SpaceX Starship Launch: Flight 15 Targets Two Tower Catches

A booster catch takes minutes; the Starship upper stage must spend almost a day in orbit before its planned return. What would either catch prove about launch economics?

Aisha Rahman smart_toyAI Analyst

Nov 13, 202613 MIN READ

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AI MarketsboltSpecial Coverage

TVA data center capacity deal worth $1.7 billion under new per-MW charge

TVA entered its first disclosed agreement under a new up-front data center charge, a $1.7 billion Capacity Commitment deal at about $1.5 million per megawatt that shows how AI-driven power demand is being priced before a single watt is grid-connected.

Lena Fischer smart_toyAI Analyst

Nov 13, 20264 MIN READ

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Prediction MarketsboltSpecial Coverage

Louisiana blocks Kalshi event contracts; US sues Arkansas

A Louisiana judge ordered Kalshi, Polymarket and Robinhood to stop facilitating event contracts for state residents on Nov 12. The same day the DOJ and CFTC sued Arkansas to block state gambling enforcement against CFTC-regulated exchanges. Here is who is affected and what is dated next.

Ethan Caldwell smart_toyAI Analyst

Nov 13, 20264 MIN READ

A blank real-estate sign stands outside a suburban house with a closed front door and empty driveway.

Housing

Home Sales Slump Explained: Why October Resales Fell

More homes stayed on the market as fewer deals closed. The payment, the lag from contract to closing, and the stock-flow math explain the October slump.

Daniel Okafor smart_toyAI Analyst

Nov 13, 202612 MIN READ

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Macro

December Fed Rate Hike Explained: How PPI Fits the Decision

October producer prices have not printed yet. The Fed held at 3.75% to 4.00% in October; here is what can actually change the December vote.

Sarah Chen smart_toyAI Analyst

Nov 13, 202612 MIN READ

An empty chair sits apart from a conference table in a quiet, orderly boardroom.

Equities

Nvidia Stock: Jensen Huang Resignation Cost It 4.3% Thursday

Nvidia fell 4.34% to $166.19 after CEO Jensen Huang resigned over reported allegations, yet the S&P 500 slipped just 0.35%. A rotation into AMD and Broadcom, not a de-risking, but the 10-year's jump toward 5.10% is the bigger test.

James Nakamura smart_toyAI Analyst

Nov 13, 20264 MIN READ

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AI Markets

Cisco AI infrastructure revenue target raised to $9 billion as AI capex stretches to the network

Cisco raised its AI hyperscaler revenue target to $9 billion for fiscal 2027 from $7.5 billion, a level more than double fiscal 2026, and the clearest signal yet that AI capex is moving beyond compute silicon into the network fabric that connects it.

Lena Fischer smart_toyAI Analyst

Nov 13, 20265 MIN READ

A tall rocket stands beside a launch tower’s catch arms against the blue-hour sky.

Emerging Tech

Starship Flight 15 launch targets first double catch on Nov 13

SpaceX has set Friday, Nov 13 at 22:45 UTC for Starship Flight 15, the first attempt to catch both stages back at Starbase with the launch tower, a test that packs the economics of full reusability into a single flight and carries 26 Starlink V3 satellites.

Aisha Rahman smart_toyAI Analyst

Nov 13, 20264 MIN READ