Today's E-Edition Wednesday, 4 November 2026

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The AI trade has been ‘sold to death’ but Goldman strategist highlights silver lining from Democratic sweep

Equities desk, Grand Herald (2026-11-04): Corporate decision makers may decide to accelerate their plans to expand compute capacity and take advantage of the status quo rather than risk a new… Primary source: original at MarketWatch (marketwatch.com).

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Iran War

  • 4 Reasons To Think US Inflation Will Come Back Down

  • Energy: Flows Leaving Hormuz Accelerate, but That’ll Change as War Resumes

  • Houthi Control of Critical Chokepoint Means Oil Supply Disruptions Into 2027

  • Global Bond Selloff Extends as Rate Hike Expectations Grow

  • Global Energy Crunch Entering a ‘More Dangerous’ Phase

  • Why Are Markets Shrugging Off the Latest Jump in Oil Prices?

  • It Could Be Time to Hedge Against Inflation

  • How Much Lower Can Oil Prices Go on the Iran Peace Deal?

  • With Commodity Prices Booming, Few Mining Stocks Look Cheap

Stock Market Trends

  • November Stock Market Outlook: How to Position Your Portfolio for the Remainder of 2026

  • Best- and Worst-Performing Stocks

  • Markets Brief: Alphabet Stock’s Worst Day in History, Signs of Strain Across the AI Trade

  • He Tried Shorting Jim Cramer’s Stock Picks. It Cost Him More Than Money

  • Smart Investor: AI Sells Off, Anthropic’s IPO Outlook, and Income for Bond Investors

  • Tech Stocks Sell Off as Intel, Amazon Earnings Spook Investors

  • Weekly Market Update: Stocks Flat as Healthcare Rises, Communication Services Fall

  • What 7 Key Market Indicators Are Telling Investors Right Now

  • Markets Brief: The AI Stock Slump Is Testing Retail Investors’ Nerves

Company Earnings

  • Apple Earnings: iPhone Revenue Rises 18%, but Shares Look Expensive

  • Berkshire Hathaway Shares Are Up 11% This Year. Is the Stock a Buy Ahead of Earnings?

  • CoreWeave Shares Are Down 45% in the Past Month. Is the Stock a Buy Ahead of Earnings?

  • AMD Earnings: Strong Data Center Outlook Points to Upside for Stock

  • Pfizer Earnings: Our Pipeline View Is Incrementally Positive

  • Palantir Earnings: We Raise Fair Value Estimate as AI Growth Accelerates

  • 3 Stocks to Sell and 3 Stocks to Buy for November

  • AbbVie Earnings: Raising Our Fair Value Estimate With Significant Pipeline Progress

  • Verizon Shares Are Up 3% Since Earnings. Is the Stock a Buy?

Interest Rates

  • The Fed Kept Rates Steady in October, but We See Cuts in 2027

  • What 7 Key Market Indicators Are Telling Investors Right Now

  • What to Expect from the October 2026 Fed Meeting

  • There Are Three Paths Forward for the AI Boom. Two of Them Lead to Lower Interest Rates

  • What’s Happening in the Markets This Week

  • Mortgage Rates Are Above 7%. Is It Better to Rent or Buy a Home Right Now?

  • Why Credit Risk Has Paid Off for Bond Investors

  • Why Cash Is Still King for Short-Term Goals

  • The US Debt Crisis May Have Already Begun. It Could Unfold in Slow Motion

More in Markets

Weekly Market Update: Stocks Flat as Healthcare Rises, Communication Services Fall

Reddit and ServiceNow were among the week’s worst performers.

What’s Happening in the Markets This Week

Earnings from Apple, Palantir, and Uber, plus October employment report.

Don’t Focus on Utilities Stocks’ Low Dividend Yields

Growth driven by demand for data centers is the real story for the sector today.

Here’s What CoreWeave’s Credit Woes Tell Investors About the AI Trade

Investors are more discerning about the winners and losers of the AI buildout, especially in the credit markets.

Don’t Overlook the Income Side of Fixed Income

Amid bond market tumult, elevated yields are contributing to returns and offering investors a nice income stream.

What 7 Key Market Indicators Are Telling Investors Right Now

US equity valuations have retreated from their recent highs, but all 7 major market indicators remain above their long-term averages.

5 Stocks to Buy Trading at Big Discounts

Plus, what recent bond market volatility means for investors.

What to Expect from the October 2026 Fed Meeting

Inflation is elevated, but central bankers likely aren’t in a hurry to hike rates.

There Are Three Paths Forward for the AI Boom. Two of Them Lead to Lower Interest Rates

Mass layoffs or a spending slowdown would likely require hefty Fed rate cuts.

Markets Brief: The AI Stock Slump Is Testing Retail Investors’ Nerves

Plus: Oil prices reached their highest in months, and signs that the AI pullback could be nearing its end.

Smart Investor: How to Hedge the AI Trade, CoreWeave’s Tumble, and the Outlook For Inflation

We wrap up our coverage of the markets and the week.

Weekly Market Update: Stocks Flat as Energy Rises, Communication Services Fall

Zscaler and Qualys were among the week’s best performers.

What’s Happening in the Markets This Week

Earnings from Alphabet, Microsoft, and Amazon, plus FOMC meeting.

Why Bonds Stumbled and Stocks (Mostly) Stood Strong in Q3, and What Lies Ahead for Investors

Higher yields pulled markets in different directions in the third quarter of 2026.

CoreWeave Debt Tumbles Anew as Korean Neocloud IPO Tanks

Alternative funding paths are available to highly leveraged neoclouds such as CoreWeave, analysts say.

Asian Equities: Value Emerges Among Japanese Chip Equipment Makers

Following the tech pullback, we see upside in a few key Japanese semiconductor stocks.

Top Strategists Share 5 Ways Investors Can Hedge the AI Trade

How to diversify in an ‘unnerving moment’ in an ultra-concentrated market.

4 Reasons To Think US Inflation Will Come Back Down

Here’s why we expect US inflation to fall in line with the Fed’s 2% target over 2028-30.

Stocks Climb Higher During Election Months. Should You Adjust Your Portfolio?

Our analysis of 100 years of US stock data shows that elections are market catalysts. But there are many factors for investors to consider.

4 Stocks to Buy for the Long-Term While They’re Still Undervalued

Plus, a deep dive on SpaceX’s bid to challenge US telecoms.