Sunday, 8 November 2026

Good evening

Your daily brief from the Kristal Research Desk.

Kristal Pulse · today

Democratic sweep of Congress lifts Dow 3% while chipmakers and oil tumble

Your 3-minute daily market update - simplified for busy investors.

The week ahead

Full calendar

9NovLucid Group results

9NovTreasury auction: $58 billion of 3-year notes

10NovFlex Innovation Day, more detail on spin-off of cloud and power infrastructure arm Axiom Solutions International (targeted Q1 2027)

10NovUkraine, Russia and US could hold talks

10NovTreasury auction: $42 billion of 10-year notes

12NovTreasury auction: $25 billion of 30-year bonds

Featured

MongoDB Is in the Wrong Drawer

MongoDB fell 29% in six weeks on a quarter beat and its CEO's exit to Meta, but the note argues the real question is whether a usage-based database gets paid more as AI agents do more work.

Kristal Research DeskKristal.AI15 min6 OctAI & tech

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Kristal Lens

Big Tech is graded on cash, not clouds, as chips slide and oil climbs

Microsoft cleared the bar while Alphabet, Amazon and Intel were punished for AI spending; the Fed held at 3.75–4.00% with two dissents, and oil finished October up 15%.

Deepakshi Sharma30 Oct2 min

Kristal Reads

Micron 4QFY26: Selling the Cycle Forward

A Kristal Reads note examines how Micron is locking customers into multi-year memory agreements and what its capital-allocation choices could mean for shareholder value as the cycle runs.

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Webinar

Fiscal Dominance: The New Reality for Global Markets

Webinar Recording | Fiscal Dominance

IC Outlook

IC Outlook - Q3 2026 | From Fog to Formation

Kristal's Investment Committee made its biggest portfolio pivot since April at its July 6, 2026 meeting, re-engaging selectively with risk after the Strait of Hormuz shock exposed which parts of the global system proved resilient.