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November 11, 2025, 10:02 PM EST. Investor Michael Burry and his firm Scion Asset Management disclosed positions against tech giants Nvidia (NVDA) and Palantir (PLTR), taking put options that profit from falling prices. Known for predicting the 2008 housing bubble and depicted in The Big Short, Burry has recently warned of market bubbles and urged caution. Palantir topped its full-year revenue outlook at $4.4 billion and beat Q3 estimates, yet its stock slipped up to 7% as investors questioned valuation. Nvidia shares declined more than 2% at the open before trimming losses ahead of earnings due Nov. 19. The report notes Trump's remarks that Nvidia could be barred from selling top chips to China on national security grounds. Scion manages roughly $155 million; Burry's contrarian stance has included past bets like Tesla and Estée Lauder.

November 11, 2025, 9:58 PM EST. Tesla's China sales fell to 26,006 vehicles in October-the lowest in three years-reflecting tepid demand in the world's largest EV market. Deliveries dropped 35.8% year over year from 71,525 in September, when Model Y L began deliveries, while exports rose to 35,491 units. Tesla's share of China's EV market slid to 3.2% from 8.7% a month earlier, underscoring intense competition. The slump comes as the company faces pressure in China and weak European sales. Xiaomi's SU7 and YU7 posted record volumes, highlighting growing rival strength. Amid waning subsidies and tax breaks, China's overall car sales also cooled in October.

November 11, 2025, 9:52 PM EST. Apple unveils the iPhone Pocket, a stretchy, 3D-knitted wearable pouch designed in collaboration with Issey Miyake. Part fashion statement, part gadget accessory, the iPhone Pocket can hold your iPhone and small extras like AirPods, lip balm, or a key fob. Available in two lengths-short as a wristlet and long as a crossbody-it's offered in multiple colors including lemon, mandarin, purple, pink, peacock, sapphire, cinnamon, and black (with longer strap colors limited to the latter three). Prices start at $150 for the short strap and $230 for the long strap, with availability at Apple stores and online this Friday. The piece signals Gen Z appeal and Apple's willingness to blur fashion with wearable tech.

November 11, 2025, 9:50 PM EST. Apple stock has a history of sharp up moves, with sub-2-month rallies and occasional 50% gains in key years. The stock's near-term trajectory hinges on catalysts like AI leadership, on-device Apple Intelligence, and a fresh product cycle-potentially a cheaper M5-powered Vision Pro 2 or a foldable iPhone around 2026-that could spark major hardware upgrades and higher services revenue. Strong iPhone 17 demand and record Services revenue have powered the latest rally, while India is projected to become Apple's third-largest market by 2026, signaling substantial growth. Valuation sits around a high double-digit P/E (about 40x). Risks include steep declines in broad tech sell-offs, even with solid fundamentals. Investors should monitor fundamentals and catalysts.

November 11, 2025, 9:48 PM EST. SoftBank's plan to raise funds has analysts weighing Nvidia exposure, with some viewing the stake sale as a potential buying opportunity for investors underweight in Nvidia. The discussion notes a robust multi-year backlog at CoreWeave and other OpenAI-related partnerships, suggesting strong revenue ramps beyond the current quarter. Traders will be watching for further data points-from Taiwan Semiconductor and other chipmakers to utilities' capital spending-to validate the backlogs' trajectory. Despite the headline shock, the premise is that SoftBank is rebalancing its portfolio, which could pressure the stock in the near term but create an entry point for long-term holders. Nvidia's upcoming earnings on November 19 could act as the catalyst, with expectations to beat and raise guidance.