How Canadian stocks could be big winners of U.S. midtermscnbc.com· 8h
A cnbc.com article page rounds up market headlines: defense stocks slid on fears Democrats will curb spending, turmoil at Nvidia reshuffles the AI trade, Tom Lee is buying the tech dip, and the AI trade faces big tests ahead, starting with Nvidia earnings and capped by an Anthropic IPO. Among the calls, an unnamed analyst sees the defense slide as a buying opportunity, Tom Lee says the Nvidia CEO scandal is not a thesis changer, and Bernstein says Apple has become the safe "Costco" of tech and investors should keep buying it.
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- Investors and employees petition Nvidia to reinstate Jensen Huang over spy-affair scandal
- Bank of America flags stocks with major upside as analysts react to Nvidia turmoil
- Jensen Huang resigns as Nvidia CEO amid Washington backlash over his China chip campaign
- Treasury yields climb as markets price a Fed rate hike after October producer price report
- Canada-US tariff talks press on as Carney rules out deal threatening auto jobs
