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Who pays for AI? Oracle just answered (vertical) | Daily Market Updates 3 Nov 2026
Oracle priced $10B of new shares at an 11% discount and $10B of bonds in six parts, and the stock fell nearly 9%. Marvell agreed to buy Lumentum for $115B in stock and lost 13%. Melius cut its targets on Nvidia, Broadcom and Marvell, saying at least five trillion-dollar companies
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4:22NewHot US Inflation, Pound Below $1.34 (vertical) | Market Updates FX Edition 11 Nov 2026
US prices rose faster than expected, a Fed governor put a half-point December rise on the table, and the pound slipped below $1.34. Sam and Daniel on what it means for gilts, mortgages and holiday money, plus oil's bounce and Nvidia's slide.
4:22NewHot US Inflation, Pound Below $1.34 | Market Updates FX Edition 11 Nov 2026
US consumer prices rose 0.4% in October against 0.3% expected, core prices rose 0.3% against 0.2%, and Fed Governor Christopher Waller says a half-point rise in December is on the table. The dollar jumped, the pound slipped below $1.34 to about $1.3350, and UK gilt yields followe
4:21NewHot US Inflation, Pound Below $1.34 (FX Edition, 11 Nov 2026)
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.
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