Apollo Economist: 'China Shock 2.0 Is Here'—What the 41% Surge in Chinese Tech Exports Means for Investors
Apollo's Torsten Slok warns 'China Shock 2.0 is here': Chinese high-tech exports +41% YoY, semiconductors doubled. Which U.S. sectors face the biggest headwinds.
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VIX Curve Sends a Midterm Warning: What the November 2026 'Bump' Means for Investors
VIX Nov futures hit 19.7 as traders hedge 2026 midterms. History: 80% of midterm years see higher volatility — yet S&P 500 averages +12.4% in the 12 months after the vote.
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Nvidia Reports Tonight; Its Last Filing Shows $18.6 Billion of Private-Stake Buying in One Quarter
Nvidia Q2 FY2027 earnings tonight. Last 10-Q: $18.6B in private-company stakes — 37% of operating cash, balance nearly doubled to $43.4B in 13 weeks.
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Super Micro Surges ~9%: Cisco AI Factory Deal and Taiwan Indictment Ease Two Key Overhangs
SMCI rose ~9% after Cisco added Supermicro to its NVIDIA AI Factory (Oct. launch) and Taiwan prosecutors charged nine individuals — not the company itself.
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Meta's Mid-Trial Settlement Talks: What 29 States' $200B Claim Means for Investors
Meta and state AGs discussed a mid-trial settlement in the Oakland teen addiction trial. States seek $200B and platform redesign. Nevada AG hinted at a major announcement.
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