Morning News: November 13, 2026

Actually, the US Does Still Need an Iran Deal

China Looks to Shake Up Centuries-Old Business of Insuring Ships

Eurozone Goods-Trade Deficit Widens on Higher Energy Prices

Thirty-Somethings in Finance and Tech Are Beginning to Return to Venezuela

Banks Have the Cheapest Money In the Room, But Also the Narrowest Box

That Haven Trade in Treasury Bonds Didn’t Last Long

Investors Warn Bond Rout Isn’t Over After Week of Soaring Yields

Bobby Jain Touts Millennium Deal as Blueprint for Era of Scale

The US Job Market Narrative Shifts Toward Inflationary Risks

What Millions of Homeowners Got Wrong About Mortgages Rates

The FTC Shouldn’t Be Telling Businesses How to Price Goods

Fed’s Warsh to Take Stock of AI Revolution as US Public Grows Wary

Jensen Huang Exit Sets Up US-China Showdown Over AI Chip Curbs

The Huang Scandal Stirs Up the Murk Around Trump and Money

Why the Nvidia Scandal May Really Be a Trump Scandal

Nvidia Lost Its Founding C.E.O. Can It Keep Its Momentum?

The Leadership Message in the Nvidia Saga

Jensen Huang’s Downfall Is a Sign of Silicon Valley’s Power Drain

I Wrote Jensen Huang’s Biography. Here’s What Led to His Downfall

Jensen Huang Called Her ‘a Deer in the Headlights.’ Now She Runs Nvidia

They Were the Indispensable CEOs—Until They Weren’t

Anthropic’s IPO Is About Six Times Oversubscribed

Microsoft Races to Fix Outlook in One of Its Longest Outages

SpaceX-Tesla Merger Could Come Soon: What Do Shareholders Get?

CVS Breakup Won’t Satisfy Washington. It Could Still Work for Wall Street

We’re Missing a Big Problem With Going Electric

China’s Improbable Transformation Into an Automobile Superpower

A New York Construction Worker Fell for a Tiny Car—and Started a Rebellion

Ferrari Has Big Plans for Elite Car Owners

Richemont Shares Drop After Cartier-Parent’s Sales Growth Loses Some Shine

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Posted by Eddy Elfenbein on November 13th, 2026 at 7:04 am

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.