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Wednesday Nov 11, 2026
StocksCompany news· Nov 11
The warehouse retailer declared the payout on November 10 and reauthorized its buyback in the same release, a roughly 2.8% cash return at a $1,066.14 share price.
Read the full story →Goosehead Insurance filed an 8-K on November 9 saying its audit committee concluded on November 6 that its 2023 to 2025 annual and interim financials should no longer be relied upon. That includes the FY2025 10-K filed on February 19. The errors involve how customer contract commissions are expensed and how franchisee fees are presented, as reductions to general and administrative cost instead of revenue. Law firms announced investigations on November 10. The company's Q3 earnings call came the same day as the filing.
Children's Place filed voluntary Chapter 11 petitions in New Jersey on November 8, as disclosed in an 8-K on November 9. The debtors are running a sale process for substantially all assets, with bids targeted for December 9. A consulting agreement with Tiger Capital Group, SB360 Capital Partners and GA Retail Solutions runs from November 6 through February 28, 2027. The agreement covers store liquidation and still requires approval from the U.S. Bankruptcy Court and a Canadian court.
Mercer International and one non-operating subsidiary filed Chapter 11 petitions in Houston on November 9 to carry out a prepackaged plan. Operating subsidiaries did not file and continue running in the ordinary course. Three days earlier, on November 6, supplemental indentures amended the 2028 and 2029 Senior Notes so that the filing would not trigger an Event of Default while the Restructuring Support Agreement stays in force. The company expects to finish by the end of 2026.
MarketsMarkets today· Nov 11
The S&P 500 fell 0.38% to 7,520.93 and the Nasdaq 0.74% as industrials rose 1.96% on Tuesday, while Nasdaq futures rebounded early Wednesday.
Read the full story →Nvidia shares were up about 4% in pre-market trading on Wednesday after two days of declines, according to CNBC, as investors weigh the effect of CEO Jensen Huang's personal scandal on the company. Fox Business host Larry Kudlow called on Huang to step down on November 10. Law firms have issued investor notices. The company carries a $4.07 trillion market cap and a 55.6% net margin, so the governance question is large compared with a business that is not under strain.
Barron's reports on November 11 that semiconductor stocks are trading in a pattern they traced in the late 1990s before the dot-com bubble burst, while arguing that signs remain the industry is different this time. The comparison matters because chips are the largest weight in the technology selloff, and Nvidia alone is worth $4.07 trillion. A pattern match is chart analysis, not evidence of earnings weakness, and it should be read that way.
CNBC reports investors are moving toward healthcare, consumer staples and utilities as technology stocks face renewed volatility, describing a market in a state of alert. The Tuesday sector tape agrees only in part. Utilities rose 0.11% and consumer defensive 0.18%, small gains, while healthcare fell 0.31%. Defensive groups are holding up better than technology, but the leaders were industrials and consumer cyclicals, which are not defensive at all.
BondsRates and credit· Nov 11
Headline CPI rose 0.4% in October against 0.3% expected, and core 0.3% against 0.2%, leaving Treasurys to open Veterans Day on a market holiday.
Read the full story →Anna Paulson, president of the Philadelphia Fed and a voter on the rate-setting committee, said on Tuesday the central bank has more rate increases ahead as it works to bring down elevated inflation. She would prefer to tighten gradually when conditions allow. The statement matters because it comes from a voter, not an observer, and it frames the debate as one of pace. The hike itself is treated as settled.
Goldman Sachs expects an additional Fed rate hike in March, according to Reuters on November 10. The forecast extends the tightening horizon beyond December, when the committee next meets. The Fed funds path is therefore expected to run into the first quarter, and a March increase would mean the process continues through the winter. The bank's reasoning is not in our data, so only the date can be reported.
The yen fell to its weakest level in more than a month against the dollar on Wednesday, after the stronger-than-expected U.S. inflation data raised expectations for Federal Reserve rate increases, the Wall Street Journal reported. The mechanism is straightforward: higher U.S. rates widen the gap with Japan, making dollar assets more attractive. No exchange rate level appears in our data, so the size of the move cannot be quoted.
GeopoliticsWorld and markets· Nov 11
The New York Times reports heating costs up about 7% on average, with heating-oil users facing far steeper increases, as the Gulf States coordinate militarily and Hormuz risk lingers.
Read the full story →Reuters reports that China's car sales are seen falling below 19 million units for the first time since 2014. That is a milestone for the world's largest car market, since a decline of that kind reverses a decade of growth. The headline does not give the cause, so it cannot be attributed. The effect on markets runs through automakers, battery and steel suppliers, and the commodity demand that depends on them.
A senior White House official told the U.S. Chamber's B20 summit on November 10 that the administration will press ahead with tariffs despite Republican losses in the midterms, which were driven in part by rising prices. Former Trump economic advisor Gary Cohn warned that American consumers are feeling the cost. The political backlash has not changed policy, which keeps import costs in the inflation data the Fed is watching.
The Trump administration is lending $480 million to a Gulf of Mexico oil and gas project, Reuters reported on November 10. The borrower and project details are not in our data. The step signals that Washington is backing domestic supply, which matters at a time when the war in Iran has cut heating-oil supply and put Hormuz risk on the table. Domestic output is the policy response to an overseas disruption.
MemesSpeculation watch· Nov 11
Daily Target 2X Long HIMS ETF fell 33.6% to $9.64 on Tuesday, a reminder of what two-times daily leverage does on a bad day for the underlying stock.
Read the full story →SMX (Security Matters) rose 105.88% to $19.25, a gain of $9.90, and Tantech Holdings gained 58.01% to $30.56. Neither move comes with a dossier or dated coverage in our feed, so no cause can be given. Doubling in a session says something about float and liquidity, not about the business. These are small Nasdaq names where a modest order flow can move prices a long way, which is the usual mechanism behind such gains.
ZipRecruiter rose 53.43% to $6.59 on the NYSE, a gain of $2.295. It appeared on a November 10 list of big stocks moving higher on Tuesday alongside AAON, Rackspace Technology and Babcock & Wilcox. The listing gives no reason for the ZipRecruiter move, and our feed has no dossier for the company. A gain of more than half on an exchange-listed stock usually follows company news, but we cannot state what it was.
DeFi Development Corp. added 8,881 SOL to its treasury in early November, taking holdings to 2,609,829 SOL on November 6 from 2,600,948 earlier. That is an increase of about 0.34%, a small addition by a company whose strategy is to hold the token. Separately, $50 million in USDT moved from Binance to an unknown wallet on November 10. Both items are retail-crypto plumbing, not news about value.