https://aimarketsignal.com/en/2026-11-14/Brad AI Market Signalen2026-11-14October PPI at 6.5% y/y (highest since 2022, core topping expectations) pushed 10Y to 5.15% — its third straight up-day — and took SOX down -3.43% to 10,146 even as the Nasdaq printed its best week since August: the rates leg is now the AI complex's dominant counterparty. The Kress file turned the 11/17 NVDA print into an audit of the promise web: as CFO she opposed Huang's proposed $250B OpenAI backstop (the Ohio project was cut to $120B, ~$100B guaranteed so far), and Broadcom is reportedly offering to cover a larger share of deals than Nvidia's 25% — options price a ±9.67% / ~$280B move. Anthropic's IPO book reached six times oversubscribed by roadshow day three (institutional interest outpacing SpaceX's early days) with TSMC's board putting NT$16.43B into the Class N placement plus NT$16.43B into OpenAI preferreds. AMD -8.75% unwound most of the separation trade's gains (positioning, not news); NBIS fell another -9.92% (two days -25%) while Cerebras surged on a Microsoft deal; MU $778/SNDK $885 broke their $800/$950 gates ahead of Tuesday's 11/19 verdict; TSMC-Xintec signed a 7-year CoWoS expansion (2029 volume, NT$15B CBs). Saturday edition with the weekly deep dive: 'The Credit Anatomy of the AI Promise Web.' https://aimarketsignal.com/en/2026-11-13/Brad AI Market Signalen2026-11-13Jensen Huang has officially resigned as Nvidia's President, CEO and board member (company announcement: CFO Colette Kress becomes interim CEO while keeping the CFO role; ex-Synopsys CEO Harvey C. Jones becomes first-ever board chair; a permanent-CEO search starts) — NVDA fell as much as -10% premarket and closed -4.34% while AMD +5.86% and AVGO +5.54%, formally closing out the separation regime: over two sessions NVDA -1.6% vs AMD +13.6%/AVGO +9.8%. But the political chain escalated on every front: DOJ multi-track probes (antitrust + smuggling, touching Supermicro and Megaspeed), Reuters reporting the White House weighing Commerce Secretary Lutnick's ouster over chip-export policy, Sen. Cotton demanding CXMT's blacklisting, and Speaker Johnson seeing a congressional 'developing consensus' on China chip-export limits. Nebius fell -16.84% post-earnings — revenue +571% beat, yet the 2026 guide cut to the low end on capacity delays with capex raised to $27B — the perfect mirror of CRWV's +24.7%: the neocloud scoring rule is now explicit, the market pays only for prepayments + revenue visibility. Applied Materials printed a record FQ4 ($10.4B +53%, Q1 guided $11.1B, 2027 WFE demand +30%+) with SK hynix's HBM4 yield topping 70%. Bonds reopened at 10Y 5.10% (+10bp), Brent settled $95.82 +3.3% on Saudi energy-site attacks, BTC broke $72K toward $69.3K.