The Bad
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Thursday, November 12, 2026
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Markets
Recalls and Failures
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Ruth Calder
Ines Varga
On air
Four days that put Jensen Huang's job at Nvidia in doubt
Regulators ask whether Waymo's school bus fix worked on 2,895 robotaxis
Lucid misses on revenue and earnings and borrows $1.75 billion more from Saudi Arabia
AI chip sell-off wipes $3 trillion off the S&P 500 in one session
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Stories · 4
Four days that put Jensen Huang's job at Nvidia in doubt
An admitted affair, a suspected spy, a board inquiry and a lawsuit took 31% off the stock from its peak. On Sunday the board said it had confidence in him. By Wednesday a report said it was preparing to remove him.
Markets · Ruth Calder · 2026-11-12
Regulators ask whether Waymo's school bus fix worked on 2,895 robotaxis
Most of the reported passes of stopped school buses came after the software update. Austin's school district logged 19 and Atlanta's logged six.
Recalls and Failures · Ines Varga · 2026-11-12
Lucid misses on revenue and earnings and borrows $1.75 billion more from Saudi Arabia
The loss was $2.74 a share on $350 million of revenue. The new money from the Public Investment Fund nearly doubles the cash the carmaker has to work with.
Markets · Ruth Calder · 2026-11-12
AI chip sell-off wipes $3 trillion off the S&P 500 in one session
The Nasdaq closed 11.9% below its October record on 5 November. AMD fell 17.3% and Nvidia 9.3%. Traced company by company, the losses fell on AI builders and suppliers, several on the day of their own results.
Markets · Ruth Calder · 2026-11-11
Facts · 1
The lawsuit was filed five minutes after U.S. stock markets closed.
Four days that put Jensen Huang's job at Nvidia in doubt
Writers · 1
Ruth Calder
Markets Writer
Sections · 1
markets
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