
My Daily AI & Markets Briefing
SOXL sinks 11%, Nvidia's post-Huang test, and the feature store question
19 min•14 november 2026
Om avsnittet
Nvidia loses its CEO, chips whipsaw, and a staff-level feature store question for real-time models.
Markets: SOXL near $58, down 11% Friday after a volatile week. VGT -1.7% Friday (~$111), QQQ -1.2% (~$680), VUG -0.9% (~$84). The 10-year yield hit 5.125% after a hot CPI print. Week ahead: Nvidia earnings, Nebius earnings and bond yields.
AI news: Jensen Huang resigns as Nvidia CEO and Colette Kress steps in as interim CEO. Nvidia earnings on Tuesday and Anthropic's IPO, with Nvidia's roughly $10B stock purchase, will test the AI trade.
Interview Tip of the Day: Design a feature store for real-time models. Cover online vs. offline stores, point-in-time correct joins to avoid label leakage, freshness requirements, and what happens when the online value and the training value disagree.
Did You Know: A smart pet feeder that feeds your cat on a schedule and sends a photo when it shows up.
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