Stories from Tuesday, November 10, 2026

• CoreWeave raises 2026 revenue guidance after third-quarter revenue tops estimates

  The AI cloud company reported $3,661 million in third-quarter revenue and raised 2026 revenue guidance to $13.0 billion to $13.3 billion. CNBC, citing LSEG, said the quarter exceeded a $3.55 billion estimate.

  Equities · Nov 10, 2026, 8:15 PM EST · Marcus Rodriguez

• Google is previewing a swarm of agents that sit for free, then run up the meter

  Google is rolling out Gemini 4 Carbon and previewing /swarm in Antigravity: one prompt becomes a team of agents that share a message board and park at no token cost when idle. Then the quota moves faster.

  Exclusive · Nov 10, 2026, 6:41 PM EST · Connor O'Brien

• Blackstone senior-partner payouts were cut by millions, the Journal says, as Meghji plans a year-end exit

  The Wall Street Journal said senior-partner payouts were cut by millions after a weak real-estate stretch, and that exits include global head Nadeem Meghji, who in September said he is leaving at year-end. Blackstone said the real-estate group still has 45 senior partners.

  Equities · Nov 10, 2026, 6:20 PM EST · Marcus Rodriguez

• NHTSA is asking whether Waymo's school-bus software recall did the job

  NHTSA opened a recall query into Waymo after finding that a majority of reported school-bus passings came after a November 2025 software update. A query into whether that fix worked is not a closed case.

  Opinion · Nov 10, 2026, 6:05 PM EST · Connor O'Brien

• Polymarket says annualized revenue has surpassed $1.8 billion

  CNBC, citing TickerTracker, said its U.S. exchange had more than $14.5 billion in notional volume in October, up from $4 billion in June.

  Crypto · Nov 10, 2026, 3:10 PM EST · Jennifer Walsh

• SoftBank posts a $7 billion Q2 net loss

  The 1.12 trillion yen loss compares with a 2.5 trillion yen year-earlier profit. SoftBank booked a $3.73 billion six-month loss on revised U.S. AI data-center plans and a ¥321,891 million derivative loss on Intel prepaid forwards entered in August, as Intel's share price increased by quarter-end.

  Equities · Nov 10, 2026, 2:55 PM EST · Marcus Rodriguez

• Brent crude slips below $90 a barrel after Trump plays down further Iran strikes

  He said the conflict could be ending fairly soon, while adding that the United States was still locked and loaded. Flows through the Strait of Hormuz have largely recovered, though an energy consultant said he still sees no prospect of a peace deal.

  Macro · Nov 10, 2026, 2:45 PM EST · James Mitchell

• Fed's Waller leans toward a December rate hike, even if October inflation improves

  He said a 50 basis point increase should be considered if October's CPI reading looks like the past two months, and that hiking only a quarter point in that case would put the Fed's credibility at risk. The remarks are his own views, not a Committee decision.

  Macro · Nov 10, 2026, 2:35 PM EST · James Mitchell

• Boeing to cut 5% of its commercial airplane workforce as it delays its 737 production ramp

  The commercial unit will cut about 5% through attrition and involuntary layoffs, with notifications beginning in December, after Boeing pushed a 737 rate of 52 jets a month to the back half of 2027.

  Equities · Nov 10, 2026, 2:25 PM EST · Marcus Rodriguez

• Anthropic reportedly retracted IPO terms it sent banks, then filed a $70-to-$78 range

  The earlier terms were retracted as inaccurate, Reuters reported. Anthropic declined to comment.

  Startups · Nov 10, 2026, 2:15 PM EST · Robert Harrison

• Consumer prices rose 0.4% in October, more than expected

  Core CPI also topped a 0.2% forecast, after a 0.6% headline increase in September. BLS did not publish a yearly all-items rate, because it lacks October 2025 data after a lapse in appropriations.

  Macro · Nov 10, 2026, 1:50 PM EST · James Mitchell