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Tuesday Nov 10, 2026
StocksCompany news· Nov 10
The HVAC maker's November 9 filing raised its full-year outlook while restating Q1 and Q2 2026 results and disclosing a material weakness in its controls.
Read the full story →Goosehead Insurance, a $2.0 billion insurance broker, told the SEC on November 9 that its 2023, 2024 and 2025 financials and the June 2026 interim periods should no longer be relied upon. The Audit Committee concurred on November 6. The trigger was an SEC comment on how the company accounts for contract costs. The company says there is no cash flow impact, which is the sentence that matters most to anyone who owns the stock.
Children's Place filed for Chapter 11 on November 8 in the District of New Jersey (Case No. 26-22682) and said so in an 8-K the next day. The debtors will seek a sale of substantially all assets under section 363, with bids requested by December 9. A 363 sale puts a buyer's name on the business or its pieces within weeks, rather than leaving the retailer to negotiate with creditors for months.
Hims & Hers named podcaster Andrew Huberman to a newly created board seat on November 9, the same day it reported third-quarter earnings and revenue below estimates and narrowed its sales outlook. The filing says the board found him not independent under NYSE standards. He sits on no committee. The seat runs through the 2027 annual meeting.
MarketsMarkets today· Nov 10
The S&P 500 rose 2.35% to 7,549.94 after the worst week since April, with defensive and cyclical sectors both outpacing financials, which fell 0.05%.
Read the full story →Crude fell for a second session as Trump said further US strikes on Iran did not seem necessary for now and that the war could end fairly soon. WTI and Brent both declined, and Brent moved toward $90 a barrel. FXEmpire attributes the drop to a shrinking war premium plus rising OPEC output, which means supply is arriving at the same time the risk of disruption recedes.
Swiss sportswear brand On said it expects a higher profit margin after strong quarterly sales, according to Reuters on November 10. The company sells premium running shoes and apparel, which puts it in direct competition with Nike for the same specialty-retail shelf. The margin guidance is the point: it signals that growth is not being bought with discounts.
The FDA has ordered a warning label on popular weight-loss drugs, including Ozempic and Wegovy, for a rare eye condition that can cause blindness, Sky News reported on November 9. Companies making the drugs must add the language. The condition is described as rare, and the order is a labelling requirement, not a withdrawal or a restriction on prescribing.
BondsRates and credit· Nov 10
The Fed governor said Tuesday he would back at least a quarter-point increase in December, and more if October inflation, due today, runs hot.
Read the full story →The October CPI report comes out today with estimates of 0.3% for headline and 0.2% for core. CNBC notes it will not include an annual rate because of last year's data gap. That removes the number most readers use to judge whether inflation is falling, and leaves two monthly readings that are easy to compare against a forecast but hard to compare against the Fed's target.
The dollar weakened ahead of the inflation figures, which the Wall Street Journal says could provide clues on the timing of any further Fed rate moves. The direction is awkward for a rate-hike story: a currency would usually firm when a central banker puts a larger hike on the table. Its decline suggests positioning ahead of the data and the oil drop, not a view on policy.
With no yield levels in hand, the clearest bond signal is in equities. Utilities rose 3.65% on Monday, the best sector, and real estate gained 1.40%. Both groups trade as long-duration assets whose dividends are priced against Treasuries, and they typically rise when yields fall or are expected to. That implies the long end behaved well on the day of the rally, even as the Fed's tone hardened.
GeopoliticsWorld and markets· Nov 10
The president said the war could end fairly soon, and oil fell toward $90 a barrel as a bruising midterm result moved Washington's rhetoric.
Read the full story →Reuters reported on November 9 that LNG traffic through the Strait of Hormuz in October was the highest since the Iran war began. The figure is a physical measure, not a sentiment gauge: it counts liquefied natural gas carriers that actually passed through the passage, and it rising means exporters are routing cargoes through a strait that was disrupted by the conflict.
China's goods exports rose 35.2% in October from a year earlier, CNBC reported on November 9, above the 33.5% forecast in a Reuters poll and slightly slower than the 36.3% increase in the prior month. Imports also beat expectations, and the trade surplus narrowed sharply. Stronger imports narrowing the surplus is the more useful detail for trading partners.
Raymond James analyst Ed Mills told CNBC that political pushback against data centres means US AI capital spending is likely to peak in 2027-2028, as politicians respond to public sentiment ahead of elections. He still expects economic realities to push them to let projects go forward. Last week's midterm results, in which Democrats took control of Congress, are the backdrop.
MemesSpeculation watch· Nov 10
The Singapore property platform closed at $25.84 on Nasdaq, while leveraged short funds on semiconductors and AMD were crushed by the broad rally.
Read the full story →Four leveraged products sit on the loser board. SOXS, a 3X semiconductor bear fund, fell 22.27%. DAMD, a 2X short AMD fund, fell 26.67%. RKLZ, a 2X short Rocket Lab fund, fell 22.23%. HIMZ, a 2X long Hims fund, fell 23.67%, which tells you the underlying stock fell hard after its Q3 miss and the Huberman news.
Lookonchain data cited by Crypto news says publicly listed companies have sold more than 108,000 Bitcoin, worth about $8.08 billion, in 2026. Mining firms MARA Holdings and Riot Platforms account for more than half. Miners sell because they have electricity bills and equipment payments, and they are the group most likely to turn coins into cash when prices are weak.
Nasdaq-listed Super League bought 16 Bitcoin at about $76,892.32 each, roughly $1.23 billion divided by... no, about $1.2 million in total, twice the number of coins it added previously, Tokenpost reported. A Metaplanet transaction awaits closing. The price is a data point on where Bitcoin trades, and it sits well above where many of 2026's corporate sellers would have bought.