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Google is emerging as not only a leading AI model company (with Gemini) but now also is marketing its own line of AI processors with partner Broadcom.

The market is rallying back today, after last week's pullback. AI stocks are recovering strongly. Lightning round of updates from a few key stocks.

Today, we're creating a custom "Thanksgiving Price Index" using CPI data. We're going to cut through the noise and see how much the cost of Thanksgiving has actually been rising.

The Sept payrolls numbers were delayed by the shutdown. But we finally got a version of them this morning. Here's what they might tell us about the next Fed move.

Walmart reported earnings this morning. We'll look at the results and any read-thru's for the economy.

NVDA reported earnings last night. Here are our thoughts after the report.

Market datapoints today: ADP jobs data is a preview for the BLS payrolls, and HD reported earnings earnings

We have a proprietary sentiment indicator for the market's "fear vs greed". Interestingly, we back-tested it. Here are the results.

We'll take a look at a common metric to compare housing affordability over time: the "affordability index".

Market news: quick takes on Google and a downgrade on Dell, as well as the current odds of a Fed rate cut

Goldman Sachs' strategists released a 10-yr outlook for the stock market. We'll take a look.

Review of Disney's latest earnings report, and a comparison of where they are today versus days past

The Fed's mouthpiece at the WSJ published a new article. We'll take a look at what this means for odds of a rate cut.

AMD held their analyst day yesterday. We'll review main takeaways.

November 11, 2025 Coreweave (CRWV) is an upstart cloud computing provider.  They reported earnings last night.  The company was originally built for super-fast bitcoin mining.  But they are now pivoting to cloud-hosting for AI.  Unlike the big dogs – AWS, Microsoft, Google, and now Oracle – Coreweave is small but built for speed.   If AWS and Microsoft are the Toyota and Honda of cloud computing, Coreweave is the Ferrari.  They are small but super fast. CRWV reported earnings

A negative datapoint for Tesla's EV shipments. But does it matter?