My name is Jeff Brown, founder and CEO of Brownstone Research.

And I want you to circle one date on your calendar…

November 11.

That's the day a tiny company could announce a huge supply deal with Elon Musk.

It's a stock trading at under $1…

In an overlooked sector you'd never associate with tech.

But Musk's robots, microchips and AI satellites all rely on it.

And on page 37 of the SpaceX IPO filing, Musk names this sector directly.

Why does that matter?

Because Musk raised $85.7 billion from the SpaceX IPO…

And a further $25 billion by selling bonds.

That money is about to flow downstream.

And when a Musk supplier in this sector announced a deal before…

The stock soared 395% in a single day.

That's almost five times your money…

Before the sun goes down.

I recently sat down with an insider in this sector to talk about what could happen on November 11.

A man who once turned $13,140 of his own money…

Into around $1.85 million in under a year.

In our urgent strategy session, we reveal the name and ticker of a crucial Musk supplier…

Entirely for free.

But once November 11 arrives, this opportunity could be gone.

Click here to watch the strategy session before November 11.

We have so much to look forward to,

Jeff Brown
Founder & CEO, Brownstone Research

P.S. I recently recommended Micron — a company that provides Musk with memory chips — before the stock soared 1,121% in under two years. What I'm seeing in this overlooked sector could be even bigger. Click here to watch the strategy session now.

Wall Street staged its biggest rally since April on Monday, even as Nvidia shares fell sharply. The Dow surged 1,104 points, the S&P 500 jumped 2.35%, and the Nasdaq gained 2.74%. AMD soared 13.3%, Broadcom climbed 8.8%, and small stocks rose 3.15%.

Yet Nvidia moved in the other direction. Its shares fell 4.27% after its board began an inquiry into reports that CEO Jensen Huang may have been targeted by a foreign intelligence effort. Oil also plunged nearly 6%, helping ease fears of higher fuel costs.

The gains spread well beyond Big Tech. Banks, factories, retailers, and firms that make heavy equipment all rose as buyers returned after last week's steep selloff. Now Tuesday's inflation report will test whether the rebound has room to grow or faces fresh pressure from high interest rates.

Monday, November 9

Three forces drove Monday's rally. Oil prices fell sharply after President Trump said the U.S. was unlikely to launch fresh attacks on Iran while peace talks continued. That helped ease fears of higher fuel costs and gave investors more hope that inflation could slow.

Chip stocks also bounced back after last week's steep losses. AMD, Broadcom, and other AI firms drew fresh buyers as investors returned to shares that had fallen sharply. The gains then spread across Wall Street, lifting small stocks, banks, retailers, and manufacturers.

Nvidia was a major exception. Its shares fell as the board began a new inquiry involving its CEO. The result was a broad rally that showed buyers were willing to return to stocks, even as one of the world's largest AI firms faced fresh concerns.

Oil was one of Monday's biggest market drivers. Brent crude plunged about 5.8% to $92.57 a barrel, while U.S. crude fell below $87. The drop came after President Trump said new U.S. attacks on Iran were unlikely while peace talks moved forward, raising hopes that oil supplies could face less risk.

Lower crude prices can help firms across the economy. Airlines pay less for fuel, trucking firms face lower costs, and stores may spend less to ship goods. Those savings can help profits and leave families with more money to spend. Cheaper oil can also help slow inflation, which matters because the Fed wants price growth near 2%.

But no peace deal has been reached, and fresh attacks or supply cuts could send crude prices higher again. The drop offers some relief, but the risk has not gone away. For now, lower oil gave investors a strong reason to buy stocks.

AI chip stocks rebounded sharply after last week's selloff. AMD jumped 13.26%, while Broadcom gained 8.78%. The wider chip market also rose as investors returned to firms tied to AI spending. The gains followed a tough stretch for tech, when fears of high costs and possible new limits on data centers drove heavy selling.

Monday showed that buyers still expect strong demand for chips, but the cost of AI remains a major issue. Firms must spend billions on data centers, servers, and power before those sites can earn money. Chipmakers gain when customers place new orders, while the firms buying those chips must then prove the spending leads to higher sales and profits.

AMD's rally showed that Wall Street still wants AI growth. But a sharp rise in share prices does not settle the question of how much that growth will cost. Investors will keep watching whether strong chip sales can lead to lasting gains in cash flow and profits.

Nvidia was a major exception to Monday's rally. Its shares fell 4.27% after the company announced an independent inquiry involving CEO Jensen Huang. The board is reviewing reports that Huang may have been targeted by a foreign intelligence effort, but it has not confirmed that the alleged effort took place.

Nvidia said it had no reason to believe company secrets or U.S. national security had been harmed. The board also said it had confidence in Huang and his leadership. Still, the news raised fresh questions for investors because Huang has played a major role in Nvidia's rise as a leading AI chipmaker.

His leadership remains central to the firm's plans, making news involving him important to shareholders. Nvidia's decline stood out because most chip stocks rose sharply. The split showed that company news can still hurt a stock, even when buyers are returning to the wider industry.

Monday's rally was not limited to AI. The Russell 2000, which tracks smaller U.S. firms, jumped 3.15%, beating both the S&P 500 and Nasdaq. Industrial stocks gained about 3.8%, while technology rose about 3.7%. Caterpillar climbed 7.21%, and Goldman Sachs gained about 4.7%.

The gains matter because last week's selloff had spread across much of the market. Monday showed that buyers were willing to return to banks, factories, and smaller firms, rather than relying on a few tech giants to drive the indexes higher. That was a stronger sign of demand across the market.

Small firms can gain when investors expect steady sales and lower loan costs. But they also face more risk if rates stay high, since many rely on loans to fund new equipment, workers, and growth. That makes Tuesday's inflation report a key test for the rally.

Monday's rally followed Friday's strong jobs report. U.S. employers added 165,000 jobs in October, beating forecasts near 65,000. The jobless rate fell to 4.1%, while the government raised its August and September job counts by 84,000. The data showed that hiring was stronger than first reported.

Strong job growth can help firms sell more goods and services, but it can also keep spending high and make inflation harder to slow. The Fed held rates at 3.75%–4.00% at its last meeting. Officials now face a hard choice because high rates can help slow inflation while also raising loan costs for homes, cars, and businesses.

That matters for AI projects, where data centers can cost billions to build. Large firms may have enough cash to keep spending, while smaller firms that rely on loans could face a harder path. Tuesday's price report will help show whether the Fed has room to keep rates steady.

Tuesday brings the October Consumer Price Index report at 8:30 a.m. ET. It will show how much prices rose last month. Economists expect overall prices to rise about 0.3% from September, while core prices, which leave out food and energy, are expected to rise 0.2%.

But this month's report comes with a key gap. Missing price data from the 2025 government shutdown will limit some of the usual yearly comparisons. That puts even more weight on the monthly figures, as investors look for proof that inflation is moving closer to the Fed's goal.

Investors will watch whether cheaper oil helped slow inflation. They will also focus on food, rent, and service costs, which can stay high even when fuel gets cheaper. A softer report could ease fears of another rate hike, while hotter prices could push bond yields higher and put fresh pressure on stocks.

Friday, November 13, brings the Producer Price Index. That report tracks prices received by U.S. producers and will give investors another look at cost pressure. Together, both reports will help shape what traders expect from the Fed.

Monday gave Wall Street its strongest rally since April. The Dow surged 1,104 points, AMD jumped 13%, and oil fell nearly 6%. But Nvidia's decline showed that not every major tech stock joined the rally.

The gains spread to small stocks, banks, and firms that make heavy equipment. That was a good sign after last week's sharp selloff. Lower oil prices also helped, since cheaper fuel can cut costs for firms and families, support profits, and help slow inflation if prices stay low.

But the Fed still faces a hard choice. Strong hiring shows that the economy remains firm, yet inflation is still above its 2% goal. High rates could keep pressure on firms that need loans, including those building new AI data centers.

Tuesday's inflation report will now test the rebound. Softer prices could ease fears of another rate hike, while hot inflation could push bond yields higher and hurt stocks. The market needs proof that growth can stay strong without forcing the Fed to keep borrowing costs high.

The lesson is simple: Wall Street is ready to buy again, but Tuesday's price report will test how much investors are willing to pay.

AMD soared, Nvidia fell, and the Dow gained more than 1,100 points. Monday showed that buyers were back across much of the market, but one strong session does not settle the risks ahead. Investors now need proof that inflation can slow while company profits keep growing.