Nvidia lost its founder this week. Sam, Lily and Daniel wrap the week of 9 to 13 November 2026 in plain English.

Jensen Huang resigned as Nvidia's chief executive on Thursday, four days after the board opened an investigation; CFO Colette Kress is interim CEO and the shares fell 11% on the week, while the Nasdaq rose 3.2%. CoreWeave beat and pledged no new unsecured debt to 2027; Nebius guided 2027 capex to $40 to $45 billion and fell 17%; Anthropic's float drew orders of about six times the shares on offer. In the FX half: hot US inflation sent the dollar index to its highest since April 2025, the pound slipped to $1.3233, US and UK borrowing costs rose, and UK growth came in at 0.7% for the third quarter. Next week: Nvidia results on Tuesday, UK inflation on Wednesday, Anthropic's pricing and the APEC summit in Shenzhen.

Sam, Lily and Daniel are AI voices (ElevenLabs).

More simple market breakdowns at b2blcc.com

Informational only, not investment advice.

US consumer prices rose 0.4% in October against 0.3% expected, and Fed Governor Christopher Waller says a half-point rise in December is on the table. The dollar jumped and the pound slipped below $1.34 to about $1.3350.

Sam and Daniel explain why there is no annual inflation rate this month, what markets now price for the Fed, why UK gilt yields followed US Treasuries up, and what it means for mortgages and holiday money. Plus Wall Street and Nvidia, the FTSE, oil, gold and the Abu Dhabi talks on Ukraine.

Sam and Daniel are AI voices (ElevenLabs).

For more simple market breakdowns like this, visit b2blcc.com.

Informational only, not investment advice.

Wall Street had its best day in months on Monday (S&P 500 +2.35%, Nasdaq 100 +3.4%, chip index +6.85%), but Nvidia fell 4.27% to $178.67, about $192 billion of market value, as the board probe into Jensen Huang drew a Mizuho target cut, an Aletheia downgrade and a proposed shareholder class action. AMD jumped 13% and Broadcom almost 9%: the market is pricing a Huang discount, not an AI one. Then CoreWeave, which reports Q3 tonight with its 2032 bonds still yielding above 16%; TSMC's best month of 2026 (October sales NT$586.9B, up 59.7%); and the power bounce after Constellation raised guidance.

Covered: Monday's rebound and who led it; Nvidia's fall on a rally day; why analysts call it contained; Mizuho's cut and Aletheia's downgrade; the shareholder class action; the FT on investigations and export controls; CoreWeave's results tonight, its bonds and what options imply; TSMC's October sales and Seoul's rally; Constellation and the power bounce; Anthropic's retracted IPO terms and SoftBank; what to watch today.

Sam and Lily are AI voices (ElevenLabs). More simple market breakdowns at b2blcc.com. Informational only, not investment advice.

The Bank of England has raised Bank Rate to 4%, its first rise since August 2023, and a much stronger US jobs report has markets pricing about an 80% chance of a Federal Reserve rise in December. The pound sits in the middle near $1.3385.

Sam and Daniel cover why the Bank moved now, the mixed signals from Andrew Bailey and Huw Pill, what 165,000 new US jobs mean for the Fed, mortgages at a 5.97% average two-year fix, gilts above 5%, Friday's FTSE fall, Asia's bounce and the Nvidia board probe, oil, gold and the race to lead the European Central Bank.

Sam and Daniel are AI voices (ElevenLabs).

For more simple market breakdowns like this, visit b2blcc.com

Informational only, not investment advice.

Nvidia's board has opened an independent investigation into CEO Jensen Huang after he told staff he had an affair with Alice Huang, an executive at Singapore-based customer Megaspeed whom US officials reportedly believe was recruited by Chinese intelligence. Nvidia fell about 3.4% out of hours, to around $180, a week before its 17 November results and a day before a House briefing request. Then the neoclouds: CoreWeave reports on Tuesday with its 2032 bonds yielding above 16% and credit protection at about 1,155 basis points, while Microsoft tightens oversight of neocloud projects. And Asia bounced, with TSMC up about 6.5% on a report it is weighing memory chips for Nvidia.

Covered: Friday's rebound and the week; Huang's email and the Megaspeed link; the board's independent probe; the out-of-hours drop; the 17 and 18 November calendar; key-person risk; CoreWeave's bonds and CDS before Tuesday's results; Microsoft's neocloud oversight; Asia's bounce and TSMC's memory report; Anthropic's roadshow, the Marvell downgrade and GE Vernova's orders; what to watch this week.

Sam and Lily are AI voices (ElevenLabs). More simple market breakdowns at b2blcc.com. Informational only, not investment advice.

Strong numbers. No permission. The AI trade had its worst day in 18 months, and the Bank of England raised rates for the first time since 2023. Sam, Lily and Daniel wrap the week of 2 to 6 November 2026 in plain English.

The Nasdaq fell 5.5% on Thursday and 4.4% on the week, into a correction. The Democrats swept Congress and Texas elected a governor pledging to freeze new data-centre approvals; Bloomberg reported Microsoft is tightening its grip on the neoclouds; Iren beat and still slipped its $4bn target to January; AMD posted a record quarter and fell 17%. The Bank of England raised Bank Rate to 4% on an 8 to 1 vote with a 5% inflation warning, gilt yields fell anyway, the pound ended near $1.345, Brent fell 13% to below $100, and gold rose 5%. Next week: US CPI and CoreWeave on Tuesday, UK GDP and Nebius on Thursday.

Sam, Lily and Daniel are AI voices (ElevenLabs). More simple market breakdowns at b2blcc.com. Informational only, not investment advice.

The midterms split the AI trade in two. The Dow had its best post-midterm day in 44 years while the chip index fell to a six-month low. Texas elected Gina Hinojosa on a pledge to freeze new data-center approvals, and a state that holds about 27% of America's planned data-center power suddenly looked uncertain: CoreWeave fell almost 10%, IREN 11%, Vistra 10%, GE Vernova and Vertiv 9%. The FT's Katie Martin cited Goldman Sachs putting about 45% of projects at risk of short-term delays. Then Korea tripped its circuit breaker after Qualcomm's handset warning.

Covered: Wednesday's split close; what Hinojosa promised and why Texas matters; the FT and Goldman's 45%; who took the hit; the Citi and Melius target cuts; why the freeze is not law yet; who spends and who collects; the Kospi sidecar, SK Hynix and Samsung; Qualcomm and Arm; Microsoft's $25B bond, Anthropic's amended S-1 and Musk's space data centers; what to watch today.

Sam and Lily are AI voices (ElevenLabs). More simple market breakdowns at b2blcc.com. Informational only, not investment advice.