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@PhilipWegmann: [转推] Nick Timiraos reposted Trump: Stephen Miller will replace Susie Wiles as White House chief of staff.

US President Trump: Stephen Miller To Become Chief Of Staff Starting Monday - TSL

🇺🇸 SAN FRANCISCO FED PRESIDENT MARY DALY SAYS MORE RATE HIKES ARE LIKELY She said the Fed will likely need to tighten further to bring inflation down, even as tech stocks reprice on worries about AI demand, per Reuters. "My expectation is, we're going to have to tighten policy further." On inflation: "Inflation has to be number 1 priority" "High inflation for too long" "Inflation is more stubborn than would like" On rates: She said the September rate hike was the right move, and it was also good to be on hold at the last meeting. "Prepared to raise rates if it's called for" On how much more and when: "Need more information" On jobs: She called the jobs report good news, but said "wage growth isn't booming" and "real wages are falling." On the AI selloff: "AI repricing trade has been orderly so far" "Not worried of substantial decline in growth" "When you step back from 'painful' volatility, this is the kind of rebalancing that you would hope for."

TRUMP NAMES MILLER NEW CHIEF OF STAFF AS WILES LEAVES

TRUMP NAMES STEPHEN MILLER AS NEW WHITE HOUSE CHIEF OF STAFF President Trump announces that Stephen Miller will become White House Chief of Staff starting Monday, November 9. Miller, currently Deputy Chief of Staff and one of Trump's most trusted advisers, will replace Susie Wiles, who is moving to Trump's political operation. Trump praised Wiles for doing an outstanding job.

*TRUMP ANNOUNCES STEPHEN MILLER AS CHIEF OF STAFF FROM MONDAY

MRNA: Revenue and profit rebounded as respiratory sales and Phase III melanoma results advanced. Q3 revenue rose 29% YoY to $1.3B and net income was $162M; FY2026 revenue growth guidance was raised, with lower cash-cost and capex targets. Intismeran delivered positive Phase III melanoma results as respiratory approvals expanded. Based on Moderna, Inc. [MRNA] Q3 2026 Audio Transcript — Nov. 6 2026

GOOGLE BUYS CRUSOE’S WYOMING DATA CENTER SITE

$GOOGL | Google Buys Crusoe's Wyoming Data Center Site – No Terms

The Hyperscaler takeover of Neoclouds begins *GOOGLE BUYS CRUSOE’S WYOMING DATA CENTER SITE

*TEXAS GOVERNOR-ELECT CRITICIZES DATA CENTERS FOR EXPLOITING LOCAL RESOURCES *TEXAS GOVERNOR-ELECT SAYS RELATIONSHIP WITH ELON MUSK MUST BE ON TEXAS'S TERMS

Google buys Crusoe’s Wyoming data center site $GOOGL

US OPTIONS TRADING HITS ALL-TIME RECORD AMID MARKET ROUT US options volume surged to a record 112 million contracts on Thursday, November 5, as investors rushed to hedge against a sharp stock-market selloff. 🔸 Options volume: 53% above October's daily average 🔸 Put options: Just over 50% of contracts traded 🔸 S&P 500: -4.4% 🔸 Nasdaq 100: More than -6% 🔸 VIX: Highest level since March

NY Fed Accepts $0 Mln Of $0 Mln Submitted To SRF

*SPACEX SEES ANNUALIZED REVENUE ABOVE $500B BY DECEMBER 2027

RBC Capital maintains NuScale Power at Sector Perform, lowers price target to $5 from $7. RBC Capital maintained NuScale Power at Sector Perform and lowered its price target to $5 from $7, a 28.6% decrease. The price target implies an upside of 14.4% from the Nov 5 close of $4.37. Recent analyst actions on NuScale Power Date Firm Action Rating Price target Nov 6 Cantor Fitzgerald Maintains Overweight $15 Nov 3 Wedbush Initiates Coverage On Underperform $5 Oct 28 B. Riley Securities Maintains Buy $10 Oct 22 Truist Securities Maintains Hold $8 Oct 21 Citigroup Maintains Sell $4 Across the five most recent analyst notes published on NuScale Power over the past 30 days, price targets range from $4 to $15. Explore more price target data and ratings for NuScale Power on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

@themarketear: [转推] zerohedge reposted Wall Street wants to build the biggest AI infrastructure boom in history. 76% of voters don't want data centers in their backyard. Something has to give. [链接预览] Nobody Wants The AI Boom In Their Backyard

Oracle Stock Slides as Microsoft Reportedly Pulls Back From AI Computing Deal. Oracle Corp . ORCL shares are falling Friday after a report circulated that Microsoft is pulling back from a deal to lease AI computing power from the company. Here’s what you should know . Oracle stock is testing lower boundaries. Why are ORCL shares at support? Oracle Stock Falls On Microsoft Computing Report Oracle shares are sliding Friday on a Bloomberg report that Microsoft Corp . MSFT is retreating from an arrangement to lease AI computing power from the company. Sources who asked not to be named told Bloomberg that Microsoft has been switching off the leased capacity over recent months, after deciding not to extend the contract. The pullback is one piece of a broader review of cloud deals worth billions of dollars. The Oracle deal began in 2023 to power an AI-powered version of Bing, and Bloomberg could not learn its size. The leased hardware ran on older Nvidia chips and gradually stopped matching what Microsoft needs, the sources said. Oracle disagreed with the implication. A spokesperson said customers still want its AI infrastructure, including earlier chip generations, and Oracle announced in September that renewals of four-year-old chip contracts carry prices 20% above the originals. Microsoft offered no comment. Oracle Stock Technical Read: Downtrend Deepens Oracle keeps sinking under its 200-day average, now $155.39 and still falling. After a $250.25 June peak, the stock fell to $114.50 in late July, climbed to $170.70 by Sept. 8, then slipped to $113.32. Trend and volume reinforce the slide. The price sits under its short- and medium-term averages, the 50-day trails the 200-day, trading is heavy and MACD reads negative. A rebound that closes above the July low of $114.50 would wipe out the latest slide. Defending $129.25, where the 20-day line sits, would go further toward calming the downtrend. ORCL Shares Are Slipping ORCL Price Action: Oracle shares were down 0.43% at $114.67 at the time of publication on Friday. The stock is trading near its 52-week low of $111.66, according to Benzinga Pro .

$SPCX | Musk: Still See SpaceX Annualized Revenue Above $500 Bln In December 2027

Musk: Still sees SpaceX annualized Revenue above $500b in December 2027 $SPCX

MUSK STILL SEES SPACEX ANNUALIZED REV. ABOVE $500B IN DEC. 2027

$SPCX | Musk: SpaceX On Track For $100 Bln Annualized Rate Revenue In December

Ukraine's Prosecutor General's Office Initiates Treason Protocols Against Zelensky's Former Press Secretary [链接预览] Ukraine's Prosecutor General's Office Initiates Treason Protocols Against Zelensky's Former Press...

SPACEX EXTENDS GAIN TO SESSION HIGH 8.3%

MUSK SEES SPACEX Q4 REVENUE UP 'SOMETHING LIKE' 70% FROM Q3

We are so back?

MORGAN STANLEY WARNS 12GW OF US DATA-CENTER CAPACITY AT RISK Morgan Stanley estimates that 12 gigawatts of planned US data-center capacity could face delays by 2030 following Democratic midterm victories. 🔸 2027 projects: Largely unaffected 🔸 2028 capacity at risk: 4.9GW 🔸 Total at risk by 2030: 12GW The bank expects new state-level requirements, particularly in Texas and Ohio, to slow project approvals.

$SPCX - *MUSK SEES SPACEX 4Q REVENUE UP ~70% Q/Q, $2B ABOVE WALL ST ESTIMATES

Musk Sees SpaceX Q4 Revenue Up 'Something Like' 70% From Q3

Musk: See SpaceX 4Q revenue up 'something like' 70% from 3Q $SPCX

Council of Economic Advisers Chair Phelan: I don't predict a recession at all

Why the Marvell and Lumentum Megadeal Has Both Stocks Headed for Historically Bad Weeks — Barrons.com. By Kit Norton Marvell Technology on Monday said it plans to acquire Lumentum Holdings at a valuation of $115 billion. By Friday, shares of each company were on pace for historically poor weekly performances. Marvell stock rose 4.1% to $139.05 on Friday while Lumentum advanced 4.4% to $531.60. The gains came as the artificial-intelligence trade was staging a bit of a comeback after a brutal selloff in the previous session. Still, it wasn't enough to save terrible weekly performances for Marvell and Lumentum. Shares of Lumentum had declined 37% this week by midday Friday and were on pace to log their worst ever weekly performance, according to Dow Jones Market Data. Marvell, meanwhile, had fallen more than 29% and was on pace for its worst weekly performance since the week ended March 30, 2001, when the stock declined 30.3%. Part of the sharp decline for each stock this week was Thursday's AI trade bloodbath. Marvell stock fell more than 16% on Thursday and Lumentum tumbled nearly 19%. But it's also part of a broader trend for both stocks, which have become intertwined since Bloomberg reported on Oct. 29 the two companies were discussing a merger. Between Oct. 28, the day before the Bloomberg report, and the closing bell on Thursday, Lumentum lost $36.6 billion in market value, while $103.6 billion was wiped out from Marvell. Put it together and the two stocks have shed more than $140.2 billion in market capitalization since Oct. 28. That's quite a signal that Wall Street isn't too pleased — with the acquisition deal or the AI trade. The selloff has also called into question the valuation of Marvell's all-stock offer for Lumentum, even as many Wall Street firms believe the merger makes strategic sense could create a leading AI connectivity "pure-play." At Oct. 28 prices, the acquisition implied an enterprise value of $115 billion for Lumentum and consideration of roughly $1,132 per share — a 24% premium to Lumentum's closing price of $913.95 that day. Lumentum shareholders will receive a fixed 4.5 Marvell shares for each Lumentum share under the acquisition deal. Lumentum stock, however, closed on Thursday at $509.70 and was 55% below that $1,132 a share valuation. There's no doubt that the acquisition is a bet on the continuation of surging AI demand and the buildout to support it. But there's nothing guaranteed on that front. Concerns have risen on Wall Street around the massive amount of spending needed for AI infrastructure and the possibility that the Democratic Party's big win in the midterm elections could mean heightened AI buildout regulation. Investors haven't been shy about their discontent with Marvell's planned acquisition of Lumentum, and even Barron's argued that the valuation of the deal coupled with the AI trade coming under significant pressure were serious concerns. Since then, with Democrats taking control of Congress, stocks with exposure to AI data centers have absolutely hammered. But Wall Street seems assured that the AI trade weakness is just a near-term blip. "We expect near-term volatility in AI infrastructure companies over the next several weeks, given the higher win rate of pro-moratorium governors relative to prediction market expectations," William Blair analysts Tim Mulrooney and Jed Dorsheimer said in a research note following the midterms. Morgan Stanley analyst Ariana Salvatore added in a research note there's likely to be near-term volatility that will weigh most heavily on AI stocks given the potential for more durable and broader restrictions at the local and federal level. Salvatore, however, doesn't believe the negative sentiment in the stock market will last long. "We expect the incremental headwind to be idiosyncratic, leaving the broader narrative around AI capex intact," Salvatore said. Marvell and Lumentum shareholders better hope that's the case. Write to Kit Norton at kit.norton@barrons.com This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

Microsoft Won't Renew Deal for Renting AI Cloud Capacity From Oracle: Report — Barrons.com. By Kit Norton Shares of Oracle were under pressure Friday following a report that said Microsoft was bringing to an end an agreement to rent artificial-intelligence computing capacity from Oracle. Oracle stock dropped 1.3% to $113.55 after the report from Bloomberg, which cited "people familiar with the matter." Microsoft stock fell 0.6% to $532.55 as the AI trade was staging a bit of a comeback Friday following a brutal selloff in the previous session. An Oracle spokesperson neither confirmed nor denied the Bloomberg report to Barron's and said in a statement that demand for Oracle's AI cloud infrastructure "remains strong." The spokesperson added there was ongoing demand for its earlier-generation graphic processing units, or GPUs, which "demonstrates the continued demand and durable value of our infrastructure." Microsoft didn't respond to requests for comment from Barron's. In recent months, Microsoft has stopped using rented computing capacity from Oracle and has decided against renewing their contract, according to Bloomberg. The deal between Microsoft and Oracle dates back to late 2023, when Oracle announced a multi-year agreement with Microsoft for the software company to use its cloud infrastructure. The report from Bloomberg with Wall Street focused on the massive capital spending on AI from the Big Tech hyperscalers. Concerns also have risen on Wall Street around the possibility that the Democratic Party's big win in the midterm elections could mean heightened AI buildout regulation. With Democrats taking control of Congress, stocks with exposure to AI data centers have absolutely been hammered. But Wall Street seems assured that the AI trade weakness is just a near-term blip. "We expect near-term volatility in AI infrastructure companies over the next several weeks," William Blair analysts Tim Mulrooney and Jed Dorsheimer said in a research note following the midterms. Morgan Stanley analyst Ariana Salvatore added in a research note there's likely to be near-term volatility that will weigh most heavily on AI stocks given the potential for more durable and broader restrictions at the local and federal level. Salvatore, however, doesn't believe the negative sentiment in the stock market will last long. Write to Kit Norton at kit.norton@barrons.com This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

@WOLF_Financial: 【最新内容：WOLF @WOLF_Financial · 2026-11-06T18:30:41.000Z】 [转推] Evan reposted NEXT UP ON THE STREAM: JIM OSMAN The founder and chief vision officer of The Edge @EdgeCGroup is live with us now with a special-situations look at the Anthropic IPO. 【引用内容：WOLF @WOLF_Financial · 2026-11-06T15:52:26.000Z】 What’s Happening in the AI Trade: Anthropic IPO All-Day Livestream https://x.com/i/broadcasts/2AMWlPqZJpbQOr…

Microchip Tech Is Maintained at Hold by Truist Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/MCHP/analyst-ratings

DALY: RATES COULD BE SLIGHTLY RESTRICTIVE TO NEUTRAL

FED'S DALY: WHEN YOU STEP BACK FROM 'PAINFUL' VOLATILITY, THIS IS THE KIND OF REBALANCING THAT YOU WOULD HOPE FOR

White House CEA Chair Phelan: Don't Expect Strong Jobs Report To Cause Fed To Hike - We'll Need To See Next CPI To See What Fed Will Do

MACOM Technology Price Target Cut to $310.00/Share From $375.00 by Truist Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/MTSI/analyst-ratings

Council of Economic Advisers Chair Phelan: we'll need to see the next CPI to see what the Fed will do

JPMorgan Cuts Emerging-market Currencies To Market-weight

Fed's Daly: Rates Could Be Slightly Restrictive To Neutral - Services Inflation Is Not Coming Down In The Way We Would Expect

Fed's Daly: Services inflation not coming down in the way we would expect

【最新内容：Nick Timiraos @NickTimiraos · 2026-11-06T18:22:41.000Z】 "Such an executive order would use an untested tax code section and escalate the administration’s scrutiny of tax-exempt groups, possibly targeting some of Trump’s antagonists and political opponents." 【引用内容：Brian Schwartz @schwartzbWSJ · 2026-11-06T18:19:39.000Z】 SCOOP: The Trump administration is considering an executive order that would list some nonprofit organizations as having terrorist ties, a move that would immediately suspend their tax-exempt status and cripple their operations. Officials are reviewing an arcane law that would

Fed's Daly: Rates could be slightly restrictive to neutral

Microsoft, $MSFT, is winding down a deal to rent AI cloud capacity from Oracle, $ORCL, per Bloomberg. The reason: over time, the Oracle computing it was renting became less useful because it no longer fit Microsoft’s specifications. The hardware ran on older-generation Nvidia chips, according to people familiar.

ORCL at March 2024 levels

Panic Buying... Of Protection: Thursday Was Biggest Put Day In Cboe History

TRUMP WEIGHS TERRORISM DESIGNATIONS FOR US NONPROFITS The White House is considering an executive order that could immediately suspend the tax-exempt status of nonprofits accused of terrorist ties, according to The Wall Street Journal. The proposal would invoke Section 501(p) of the tax code, potentially bypassing lengthy IRS review procedures. Officials are reportedly examining nonprofit financial records, but no organizations have been publicly identified. The order remains under discussion and may never be signed.

Truist Securities maintains Microchip Technology at Hold, lowers price target to $62 from $90. Truist Securities maintained Microchip Technology at Hold and lowered its price target to $62 from $90, a 31.1% decrease. The price target implies a downside of 4.4% from the Nov 5 close of $64.85. Recent analyst actions on Microchip Technology Date Firm Action Rating Price target Nov 6 B. Riley Securities Maintains Buy $85 Nov 6 Wells Fargo Maintains Equal-Weight $70 Nov 6 Evercore ISI Group Maintains Outperform $75 Nov 6 Keybanc Maintains Overweight $120 Nov 6 Susquehanna Maintains Positive $100 Across the five most recent analyst notes published on Microchip Technology over the past 30 days, price targets range from $70 to $120. Explore more price target data and ratings for Microchip Technology on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .