Quote post: @StockMKTNewz on OpenAI's first $10B quarter

Shopee now keeps about $11.60 in fees and ads per $100 of GMV, up from about $9.50 a year ago

Sea Limited, the parent of Shopee, reported Q3 results on Tuesday: revenue up 43% to $8.6 billion, though adjusted EPS missed. Shopee…

CoreWeave's interest bill took 23 cents of every revenue dollar in Q3 and the Q4 guide implies about 30

CoreWeave reported Q3 results on Tuesday: revenue up 168% to $3.66 billion and a $132.5 billion backlog. The backlog grew by 7.7x the quarter's…

End-of-day recap

Hotter-than-expected October inflation fueled Fed hike bets and hit tech stocks, while a leadership probe weighed on Nvidia.

A hotter-than-expected October CPI print pushed rates higher and tech lower on Nov 10, 2026, while Nvidia's leadership probe drove the session's heaviest trading. October CPI rose 0.4% month over month after 0.6% in September, cementing bets on a December Fed hike. Fed Governor Christopher Waller floated a larger half-point move if inflation worsens. The S&P 500 fell 0.38% to…

The 40-Year Bond Bull and Its Unwind: 10-Year Back Near 5%

Treasury yields have settled into a higher range, challenging stock valuations after decades of falling rates.

On September 1, 1981, the New York Times ran the headline "Bond Prices Tumble on Rate Fears." That week the 10-year Treasury yield hit 15.84%, the highest in its history, as Paul Volcker's Federal Reserve broke double-digit inflation by breaking the bond market first.