Yield Theory

Thematic Investment Research

[Yield Theory @yieldtheoryapp]

NEW IN: Former Nvidia CEO Jensen Huang hires law firm Paul Weiss for legal representation.

[Yield Theory @yieldtheoryapp]

NEW IN: US intelligence says evidence gathered so far does not prove Alice Huang was acting as a Chinese spy.

[Yield Theory @yieldtheoryapp]

NEW IN: Billionaire Nvidia shareholder Leo KoGuan says he will not invest further in the company without Jensen Huang as CEO.

[Yield Theory @yieldtheoryapp]

NEW IN: Microsoft 365 and Outlook services disrupted for thousands of users across the US, with outages spreading globally.

[Yield Theory @yieldtheoryapp]

NEW IN: Flowers and candles placed outside Nvidia’s headquarters following CEO Jensen Huang’s resignation.

[Yield Theory @yieldtheoryapp]

NEW IN: Israeli opposition politician Yair Golan warns that Prime Minister Benjamin Netanyahu could launch another attack on Iran to remain in power.

[Yield Theory @yieldtheoryapp]

BREAKING: Iran's Assembly of Experts calls for considering withdrawal from the Nuclear Non-Proliferation Treaty (NPT) amid escalating tensions over the country's nuclear program.

[Yield Theory @yieldtheoryapp]

BREAKING: Russian President Vladimir Putin holds talks with U.S. envoys Steve Witkoff and Jared Kushner at the Kremlin in Moscow as diplomatic efforts to end the war in Ukraine intensify.

[Yield Theory @yieldtheoryapp]

NEW IN: Retail investors set a new record, buying a net $111 million worth of Nvidia ($NVDA) shares in the first 30 minutes of trading today.

[Yield Theory @yieldtheoryapp]

NEW IN: Prediction markets put the odds of Jensen Huang speaking with President Donald Trump again this month at around 40%.

[Yield Theory @yieldtheoryapp]

NEW IN: Elon Musk says it would be an “honor” to hire former Nvidia CEO Jensen Huang, according to CNBC.

[Yield Theory @yieldtheoryapp]

NEW IN: U.S. existing-home sales plunge to their lowest level in over 16 years as rising mortgage rates and high home prices weigh on buyers.

[Yield Theory @yieldtheoryapp]

NEW IN: Former Nvidia CEO Jensen Huang agrees to testify before Congress by Thanksgiving after several senior lawmakers threatened to subpoena him.

[Yield Theory @yieldtheoryapp]

NEW IN: Trump stands by Commerce Secretary Howard Lutnick despite mounting criticism over his alleged failure to restrict Nvidia chip exports to China.

[Yield Theory @yieldtheoryapp]

BREAKING: Ukrainian President Volodymyr Zelensky says Elon Musk's SpaceX-owned Starshield satellite system has been throttled again, disrupting Ukraine's military operations and drone defenses.

[Yield Theory @yieldtheoryapp]

NEW IN: The Federal Reserve faces a tougher inflation battle as persistent price pressures fuel expectations of further interest rate hikes.

[Yield Theory @yieldtheoryapp]

BREAKING: Nvidia faces potential additional DOJ scrutiny following Jensen Huang's resignation amid ongoing investigations into AI chip exports and antitrust concerns.

[Yield Theory @yieldtheoryapp]

NEW IN: Google searches for “Social Security trust fund depletion” reportedly surge by 1,000% amid growing concerns over the program's financial future.

[Yield Theory @yieldtheoryapp]

NEW IN: Nvidia confirms its Q3 earnings remain scheduled for Tuesday, November 17, as interim CEO Colette Kress calls a company-wide meeting for November 18.

[Yield Theory @yieldtheoryapp]

NEW IN: Democratic Rep. Ro Khanna's spouse sold Nvidia ($NVDA) shares near the stock's October peak, weeks before its nearly 30% decline.