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In Defence of Jensen Huang
Nvidia's chief executive has admitted an affair and apologised. The spy allegation is unproven, his board backs him, and the moral outrage aimed at him is selective.
Jensen Huang told Nvidia's staff on 8 November that he was unfaithful to his wife, and took full responsibility. The claim that the woman is a Chinese intelligence asset comes from press reports, led by the New York Times, citing US intelligence officials. China calls it groundless, and Nvidia's board says it has no reason to believe national security or company secrets were compromised. Huang built the first $5 trillion company. He should stay.
We still think AI is a buy. After the midterms the semiconductor index fell 11.4% while the S&P 500 lost 2.5%, in our view an overreaction that fell on the chip names. October payrolls rose 165,000, oil stays high with the Iran war unresolved, Alibaba and Tencent gained, NVIDIA trades at 15.4 times forward earnings, and both SpaceX and Tesla have special committees studying a combination. KXCO's AI ontology shows the relationships behind the NVIDIA, China and SpaceX calls.
- The Week Ahead on Wall Street, 9 November 2026: AI Is Still a Buy
- Thoughts on Thinking: Brain Chemistry
- San Luigi dei Francesi: Artworks and History
- Crony Capitalism: The Force Destroying Western Civilisation
- Democrats' AI Spending Curtailment: The Dumbest Idea in Washington
- KXCO's FDA Ontology Ranked INO-3107 First. Inovio Hit Over 300% After Hours.
Shayne Heffernan
The Week Ahead on Wall Street, 9 November 2026: AI Is Still a Buy
We still think AI is a buy. After the midterms the semiconductor index fell 11.4% while the S&P 500 lost 2.5%, in our view an overreaction that fell on the chip names. October payrolls rose 165,000, oil stays high with the Iran war unresolved, Alibaba and Tencent gained, NVIDIA trades at 15.4 times forward earnings, and both SpaceX and Tesla have special committees studying a combination. KXCO's AI ontology shows the relationships behind the NVIDIA, China and SpaceX calls.
Stocks
The Week Ahead on Wall Street, 9 November 2026: AI Is Still a Buy
We still think AI is a buy. After the midterms the semiconductor index fell 11.4% while the S&P 500 lost 2.5%, in our view an overreaction that fell on the chip names. October payrolls rose 165,000, oil stays high with the Iran war unresolved, Alibaba and Tencent gained, NVIDIA trades at 15.4 times forward earnings, and both SpaceX and Tesla have special committees studying a combination. KXCO's AI ontology shows the relationships behind the NVIDIA, China and SpaceX calls.
FX
Will Trump Bomb Iran After Market Close?
Shayne Heffernan assigns a 70% probability to the authorisation of a significant US strike package against Iran within weeks. Two carriers and an amphibious group are in the Arabian Sea with more reported due by the end of November, Axios reported that US Central Command (CENTCOM) was told to prepare for a possible resumption of major combat, and officials told CNN forces are prepared to act within 96 hours of an order. Here is what a strike means for oil and defence stocks.
Biotech
KXCO's FDA Ontology Ranked INO-3107 First. Inovio Hit Over 300% After Hours.
KXCO's FDA ontology ranked INO-3107, from Inovio (INO), first of the FDA decisions due in the next 90 days, from 21 October 2026 to the decision. The FDA granted accelerated approval on 30 October; the news reached the market after the close. From its $0.60 close that day, Inovio traded as high as $2.71 after hours, up 351.7%, and closed 2 November at $1.89, up 215.0%. Both published research books closed ahead of XBI. On our radar: BBP-418 (BBIO), Bezuclastinib (COGT) and Relutrigine (PRAX).
Quantum
KXCO's FDA Ontology Ranked INO-3107 First. Inovio Hit Over 300% After Hours.
KXCO's FDA ontology ranked INO-3107, from Inovio (INO), first of the FDA decisions due in the next 90 days, from 21 October 2026 to the decision. The FDA granted accelerated approval on 30 October; the news reached the market after the close. From its $0.60 close that day, Inovio traded as high as $2.71 after hours, up 351.7%, and closed 2 November at $1.89, up 215.0%. Both published research books closed ahead of XBI. On our radar: BBP-418 (BBIO), Bezuclastinib (COGT) and Relutrigine (PRAX).
AI
The Week Ahead on Wall Street, 9 November 2026: AI Is Still a Buy
We still think AI is a buy. After the midterms the semiconductor index fell 11.4% while the S&P 500 lost 2.5%, in our view an overreaction that fell on the chip names. October payrolls rose 165,000, oil stays high with the Iran war unresolved, Alibaba and Tencent gained, NVIDIA trades at 15.4 times forward earnings, and both SpaceX and Tesla have special committees studying a combination. KXCO's AI ontology shows the relationships behind the NVIDIA, China and SpaceX calls.
Blockchain
AI Stocks, Week of 1 November 2026: Seven Buys and the Ontology Behind Them
Shayne Heffernan rates seven AI stocks buys for the week of 1 November 2026: Nvidia, Broadcom, TSMC, Microsoft, Oracle, Palantir and ASML. The latest results put the contracted backlog of the four largest cloud sellers at about $2.48 trillion, and Amazon, Alphabet, Microsoft and Meta plan about $720 billion to $740 billion of capital spending in 2026. Every call links to KXCO's AI ontology, updated on 1 November with the quarter's results, power and grid data and new defence contracts.
KXCO
The Week Ahead on Wall Street, 9 November 2026: AI Is Still a Buy
We still think AI is a buy. After the midterms the semiconductor index fell 11.4% while the S&P 500 lost 2.5%, in our view an overreaction that fell on the chip names. October payrolls rose 165,000, oil stays high with the Iran war unresolved, Alibaba and Tencent gained, NVIDIA trades at 15.4 times forward earnings, and both SpaceX and Tesla have special committees studying a combination. KXCO's AI ontology shows the relationships behind the NVIDIA, China and SpaceX calls.
Longevity
Thoughts on Thinking: Brain Chemistry
Brain chemistry sets the level of thinking and of performance in everything else, and it bears on longevity: 14 risk factors that can be changed account for nearly half of dementia cases. The dangers come from outside, through plastic, PFAS, pesticides and metals, and from inside, through chronic stress and overwork. An organic diet cut a chlorpyrifos marker in urine by 60.7 per cent, and reciting the rosary slowed breathing to under six breaths a minute. The chemistry is a managed input.
Travel
How to Retire and Grow Your Own Food
A full guide to retiring onto land that feeds you. USDA puts Ozark pasture at $3,500 an acre. Eurostat puts Latvian arable at 4,825 euro a hectare, though Bulgaria and Romania bar non-EU buyers outright. Thailand will not sell a foreigner an acre at any price. Inside: what the build really costs, which crops pay the bills, how many eggs a hen gives, how to can without killing anyone, a 36 month startup sequence, and how to check every number here.
