The Philadelphia Semiconductor Index gained 6.9% on Monday, its best session since July 30. Nvidia, the index's largest component, fell 4.3% after its board opened an investigation into CEO Jensen Huang's ties to a suspected Chinese intelligence operative.

The 11-point spread between the SOX and its bellwether was the widest since January 2019.

Something big is set to happen on November 30.

That's when some of the most powerful figures in the race to build the next generation of AI will gather in one place.

And one forgotten American company could be right at the heart of it.

The man who spotted this setup is Larry Benedict.

Larry ran a $900 million hedge fund and went 20 consecutive years without a losing year.

Now he believes this long overlooked American giant is one of the companies Elon Musk needs to bring his new $119 billion AI plan to life.

Yet Wall Street still treats this company like yesterday's news.

That disconnect has created a rare opportunity 0— and you can get involved with as little as $300.

But not for long.

Because after November 30 Larry expects this company's name to be splashed across the mainstream financial media.

And once the rest of the market sees what he sees, the chance to get ahead of the crowd could be gone.

That's why Larry is urging investors to see what he's uncovered before November 30.

The S&P 500 rose 2.35% to 7,549.94, its best session since April 8. Falling oil and a broad chip rebound lifted all 11 sectors, led by industrials at 3.8% and consumer discretionary at 3.1%.

The Dow climbed 1,104 points to 52,389.75, back above its Election Day close. The Russell 2000 gained 3.1%, its best since March 31.

Of 500 S&P names, 423 advanced, the broadest participation since April. The VIX dropped about 21% to roughly 20, a rare single-session decline, thinning hedges ahead of this morning's CPI.

WTI crude settled at $86.85 on Nymex, down 4.4%, its lowest close since August. Brent fell 5.8% to $92.57 on ICE.

President Trump told CNN that further strikes on Iran are "highly unlikely" and met with Qatar's prime minister, a mediator in the talks. Al Arabiya reported a preliminary enrichment deal may be near.

Brent has dropped roughly 20% from its late-October peak near $118. September's 0.6% monthly CPI was driven by gasoline, and that energy repricing feeds directly into this morning's number.

The two-year Treasury yield rose 6 basis points to 4.57% as December hike odds reached 82% on CME FedWatch, up from Friday's 77%. The 10-year edged to 4.874%, ticking higher despite oil's slide.

Monday's $58 billion three-year auction added to the tension. The bid-to-cover hit 2.53, its lowest since August 2025, with indirect demand at a 15-month low.

Tuesday's $42 billion 10-year sale inherits that softness.

Gold climbed 0.97% to $4,114.50 on Comex, its third gain in four sessions. The dollar fell 0.60% to 101.69, retreating from Friday's payrolls-driven jump to 102.30.

Rate-hike odds climbed 5 points yet the dollar weakened, a sign the market is pricing energy-driven disinflation over the Fed's next move. A hot CPI would force that trade to unwind.

October CPI arrives at 8:30 a.m. Consensus expects 0.3% month over month, half September's 0.6%, with core at 0.2%.

A print at consensus would validate the disinflation thesis behind Monday's rally. Anything above 0.4% would collide with a VIX at 20 and an index fresh off its best day in seven months.

Treasury sells $42 billion in 10-year notes this afternoon. After Monday's weak three-year result, foreign demand is the figure to watch.

CoreWeave reports after the close, the week's first test of AI infrastructure spending.