『Nvidia's 15-Year Valuation Low, CoreWeave's Rescue Rally, and Goldman's Hawkish Pivot』のカバーアート

Nvidia's 15-Year Valuation Low, CoreWeave's Rescue Rally, and Goldman's Hawkish Pivot

Nvidia's 15-Year Valuation Low, CoreWeave's Rescue Rally, and Goldman's Hawkish Pivot

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概要
 Lady Muriel delivers your essential market briefing for Wednesday, November eleventh, 2026. Nvidia shares have cratered to a fifteen-year valuation low, now trading at a discount to the S and P five hundred, and we lay out the bull and bear case for whether this is a bargain or a falling knife. CoreWeave's blowout earnings and debt reassurance sparked a relief rally across chip stocks, pulling Micron and others higher. Goldman Sachs now sees another Fed rate hike coming in March after hot October inflation data, and investors are quietly rotating into low-volatility stocks as the AI trade stumbles. Plus, Children's Place files for bankruptcy, bond markets catch a Veterans Day breather, and a quick check on Bitcoin and Ethereum prices.
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