The AI trade is back: CoreWeave jumped more than twenty percent after raising its outlook and promising no more expensive debt, and that pulled the whole sector higher, with the Nasdaq up almost two percent and Nvidia bouncing after two rough days.

The fear index dropped another ten percent, even as Fed officials kept talking about more work on inflation and a December hike stays firmly priced. In Frankfurt, Siemens Energy soared almost eleven percent on a record year and a bigger buyback, lifting the DAX to its highest close ever, while the Kospi jumped more than two percent.

Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

The inflation data came in hotter than expected, with both headline and core prices rising faster than forecast in October, and the market now sees a December rate hike as almost certain, with a growing minority even betting on a half-point move.

Stocks slipped moderately, yields and the dollar rose, gold fell, and Nvidia lost another five percent as the CEO scandal widened. The counterweight came from oil, which kept sliding after President Trump called the war with Iran effectively over, and the DAX edged closer to its record high, while Anthropic set the terms for one of the biggest IPOs in history.

Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

>>> Follow me on LinkedIn:

https://www.linkedin.com/in/endrit-cela/

>>> Follow me on Instagram:

https://www.instagram.com/endritcela_official/

Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

The comeback after the crash week: the Nasdaq jumped around three percent and the Dow more than two as chip stocks like AMD and Micron rebounded and the fear index collapsed by a fifth, helped by another oil slide on hopes for US-Iran diplomacy.

The big exception was Nvidia, down around five percent after CEO Jensen Huang admitted an affair and the board opened an investigation, with reports of a possible espionage angle adding to the pressure. The DAX climbed back above the 26,000 mark with Infineon and the defense names leading, and today the US inflation data is the next big test for the rate outlook.

Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

>>> Follow me on LinkedIn:

https://www.linkedin.com/in/endrit-cela/

>>> Follow me on Instagram:

https://www.instagram.com/endritcela_official/

Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.