ATLAS News · Economy

Fed Hike Bets Grow as Markets Digest Hot CPI, AI Selloff

· 6 sources

Reports from CNBC, Reuters, WSJ and Bloomberg point to rising Fed hike bets, a sharp gold selloff and an AI-led stock drop, with DJT up 10%.

What happened

Several outlets describe a market session shaped by growing bets on a Federal Reserve rate hike. Bloomberg reports that falling US bond futures offered no relief, while a Reuters commentary says a jumbo Fed hike is now on the radar.

CNBC reports that gold edged higher after a sharp selloff, with Fed hike bets weighing on the metal. Startup Fortune says the Nasdaq fell after a hot CPI reading, yet Trump Media stock rose 10% that day.

Reuters also reports that chart analysis suggests the AI selloff may not derail the broader stock rally. The Wall Street Journal adds that Cloudflare shares surged after the company lifted its full-year outlook and reported third-quarter revenue growth.

Context

Inflation data such as the consumer price index often shapes expectations for central bank interest rate decisions, which in turn influence bonds, gold and equities.

Why it matters

Shifting expectations for Fed policy can affect borrowing costs and valuations across sectors, including technology and companies like Trump Media & Technology Group.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Market indices

Latest close of the ETFs that track the main US indices (SPY, QQQ, DIA), from ATLAS data.

S&P 500 (SPY): 749.92 (−0.37%) · November 10

Nasdaq-100 (QQQ): 674.76 (−0.68%) · November 10

Dow Jones (DIA): 521.73 (−0.31%) · November 10

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

  1. Gold edges higher after sharp selloff, Fed hike bets weigh · CNBC · November 11, 2026
  2. Charts suggest AI selloff may not derail broader stock rally · Reuters · November 11, 2026
  3. Cloudflare Stock Surges on Lifted Full-Year Outlook, Third-Quarter Revenue Growth · WSJ · November 11, 2026
  4. Trump Media stock rises 10% on a day the Nasdaq fell after hot CPI · Startup Fortune · November 11, 2026
  5. COMMENTARY: Morning Bid: Jumbo Fed hike hits radar · Reuters · November 11, 2026
  6. Falling US Bond Futures Offer No Relief as Fed Hike Bets Grow · Bloomberg.com · November 11, 2026

Related

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