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.

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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 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.

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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.

A week for the history books: the Democrats swept the midterms, the Dow had its best day since April 2025, and twenty-four hours later the AI trade crashed with the Nasdaq's worst day since March 2020. Friday brought a shaky stabilization, with the Nasdaq rebounding around one percent as AMD and Nvidia recovered, while a surprisingly strong jobs report with 165,000 new positions kept a December rate hike firmly on the table.

The weekly tally: the worst week for the S&P 500 and Nasdaq since early June, oil down more than ten percent, and the DAX flat for the week despite Thursday's record high, after a sharp drop on Friday. 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.

From party to panic in twenty-four hours: the Nasdaq plunged around five percent into correction territory and the Dow gave back all of Wednesday's historic gains, as the chip index crashed around ten percent with AMD, Micron and SanDisk losing fifteen to twenty percent each. Behind it: fears of tighter data center rules under the new Congress, hedge funds locking in their gains, record selling by retail investors and a weak handset number from Qualcomm, while the fear index jumped more than sixty percent. The DAX hit a new record high in the morning before the US turbulence pulled it lower, and Rheinmetall crashed sixteen percent after another forecast cut. 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.

What a day: the Democrats won control of both the House and the Senate, and Wall Street celebrated the end of the uncertainty with the Dow's best day since April 2025, up almost three percent, while oil plunged almost nine percent and Brent fell back below one hundred dollars on hopes of de-escalation with Iran. Health insurers, solar and big tech like Amazon and Apple surged, while chip and AI data center stocks fell on fears of tighter regulation under the new Congress. The DAX jumped more than two percent to within a whisker of its record, led by Heidelberg Materials, Continental and BMW. 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.

Election day on Wall Street: chip stocks staged a strong rebound and lifted the Nasdaq while the Dow slipped, and Apple gave back some ground despite record revenue, because its margin outlook for the holiday quarter disappointed on rising memory chip costs. Oil whipsawed between reports of new US strikes on Iran and fresh hopes for talks, the midterm results are rolling in this morning, and prediction markets had favored the Democrats going in. The DAX slipped ahead of the election night and failed again at the 26,000 mark, with Lufthansa and Bayer strong but TeamViewer crashing on a scrapped growth 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.

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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.

Finally some relief on the oil front: crude plunged around eight percent after reports that Washington wants to give diplomacy with Iran another shot, and that lifted the Dow while the Nasdaq extended its tech sell-off. After the bell, Apple beat revenue expectations in John Ternus' first earnings report as CEO, and Palantir delivered another blowout quarter with revenue up 96 percent. Today America votes in the midterm elections, the DAX gained ahead of the big day, and history is on the bulls' side: after midterms, the S&P 500 has averaged a double-digit gain over the following twelve months. 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:

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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.