新闻信息流

Municipal Gas Authority of Georgia Retains 'A+' Rating as Fitch Keeps Outlook Stable

Dozens Injured After Four-Story Building Collapses in São Paulo

Galloway: Getting A Job Is A "Nuclear Detonation Of Therapy" For Most Young Men - And A Stanford Psychiatrist Agrees [链接预览] Galloway: Getting A Job Is A "Nuclear Detonation Of Therapy" For Most Young Men - And A Stanford...

IREN Is Maintained at Outperform by Macquarie. Ratings actions from Benzinga: https://www.benzinga.com/quote/IREN/analyst-ratings

BP's Whiting Refinery: Meeting Proposed Following October 26 Talks, but No Confirmation Received

BP's Whiting Refinery Awaits Response to Offer for Meeting Next Week

Macquarie maintains IREN at Outperform, lowers price target to $55 from $90. Macquarie maintained IREN at Outperform and lowered its price target to $55 from $90, a 38.9% decrease. The price target implies an upside of 154.2% from the Nov 6 close of $21.64. Recent analyst actions on IREN Date Firm Action Rating Price target Nov 6 Jones Trading Upgrades Buy $40 Nov 6 HC Wainwright & Co. Maintains Buy $56 Nov 6 Cantor Fitzgerald Maintains Overweight $47 Oct 30 B. Riley Securities Maintains Buy $64 Across the four most recent analyst notes published on IREN over the past 30 days, price targets range from $40 to $64. Explore more price target data and ratings for IREN on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

US MQ-9 Drone Reportedly Shot Down Over Iran's Qeshm Island: State Media

"Dissatisfaction With Democracy": China Celebrates The Midterm Elections As Evidence That Democracy Is Dying In The West [链接预览] "Dissatisfaction With Democracy": China Celebrates The Midterm Elections As Evidence That Democracy...

NVIDIA Chief Jensen Huang Linked to Alleged Chinese Spy in US Government Assessment: FT

New Zealand Beach Mass Stranding Claims Lives of More Than 40 Pilot Whales: CNN

World Bank Clears $300 Million Financing Package to Boost Education in Bangladesh

Trump Announces Plans for World's Largest Air Show in the US Within Two Years

Sony Interactive Entertainment Postpones Pulse Elevate Speaker Release Over Production Problems

Klabin Strikes Agreement With Institutional Investor to Invest in Dedicated Business Vehicle: Filing

Microchip Tech Price Target Cut to $100.00/Share From $120.00 by JP Morgan. Ratings actions from Benzinga: https://www.benzinga.com/quote/MCHP/analyst-ratings (03:07 GMT) Microchip Tech Is Maintained at Overweight by JP Morgan Ratings actions from Benzinga: https://www.benzinga.com/quote/MCHP/analyst-ratings

MACOM Technology Price Target Cut to $280.00/Share From $345.00 by JP Morgan. Ratings actions from Benzinga: https://www.benzinga.com/quote/MTSI/analyst-ratings

Brazil's Klabin to Control Vehicle Responsible for Managing Timber Assets in Paraná State

Brazil's Klabin Announces Asset Contribution, With Investor Providing 1.2 Billion Reais in Cash

【最新内容：unusual_whales @unusual_whales · 2026-11-07T03:01:00.000Z】 Someone wants out of the AI buildout, fast: a mystery seller is auctioning $500 million of data center loans at once, including a piece of the Stargate site's financing. Read more: [链接预览] Mystery Seller Auctions $500 Million in Data Center Loans Including Stargate Financing, Bloomberg... 【回复上下文：unusual_whales @unusual_whales · 2026-11-05T19:22:00.000Z】 BREAKING: A mystery seller is trying to dump about $500 million in data center loans all at once, per Bloomberg, days after the midterms raised doubts about many projects. The anonymous seller is auctioning a dozen loans, including a $25 million piece of financing for a huge Stargate site in New Mexico, the joint project of OpenAI, SoftBank and Oracle. Oracle has already sent that site’s developer a force majeure notice, a legal claim that events beyond its control may excuse it from its obligations.

Judge Slams Brakes On Trump's 250-Foot Arch Within Hours Of Final Approval

Elon Musk Staked His Empire on Texas. Now State Democrats Want to Rein Him In. — WSJ. By Becky Peterson and Rebecca Cadenhead Elon Musk made a $225 million bet on Texas. Now, a new wave of Democratic leaders has the power to stall his projects. Musk-run companies like SpaceX and Tesla have flourished in the state thanks to white-glove treatment from elected officials — mainly Republicans — including tax incentives, infrastructure benefits, and legislation that makes it difficult to sue his companies. That is about to change, Texas Democrats who spoke to The Wall Street Journal said. Gov.-elect Gina Hinojosa beat incumbent Republican Gov. Greg Abbott and is suing him to obtain communications between his office and Musk. She campaigned on slowing down data-center development and her opposition to certain land deals that involve the world's richest man. "His projects are being approved in a way that other projects have not been," said Democratic state Rep. Mary González, whose district includes parts of El Paso. "We need to make sure rules are being followed." Plans for the sale of public parks to SpaceX have drawn particular ire from Democrats and even some Republicans. In September, a federal judge approved a Trump administration decision to transfer about 700 acres of land in a federal wildlife refuge to SpaceX, despite opposition from conservation groups. In Hinojosa's first news conference as governor-elect on Thursday, she said she had asked to delay the state's discussions about another land deal in Boca Chica State Park, near the border of Mexico, until after she took office. Musk has a lot planned for Texas. Austin is home to Tesla's largest U.S. electric-vehicle factory and, it hopes, the future site of mass humanoid robot production. SpaceX's manufacturing and launch footprint spans much of South and Central Texas. Musk is planning to build the Terafab, a crucial, multibillion-dollar semiconductor manufacturing project. While the current administration embraced Musk, many Texans have bristled at his expansion plans, especially in rural areas where they threaten the landscape. In Grimes County, where SpaceX and Tesla plan to build a 100-million-square-foot facility, residents showed up to the county commission meeting in June to argue that the development could ruin their quiet quality of life. The Texas governor also influences permitting. The Texas Commission on Environmental Quality, a regulatory agency, approves large projects like those proposed by Tesla and SpaceX. Soon, Hinojosa will be able to appoint commissioners who can act as more of a check on corporate power. Musk has been relatively restrained in his response to the election results, writing on X that "data centers in space looking pretty appealing right now." SpaceX and Tesla didn't respond to requests for comment. Musk's massive campaign contributions have made him a target of many voters. He donated about $160 million to a Republican super PAC in support of Texas Attorney General Ken Paxton's U.S. Senate run, but Paxton ultimately lost to James Talarico. The Democrat accused the billionaire of trying to "buy his own personal U.S. Senator." "I think very big money has gotten a rubber stamp in Texas for a long time," said Sarah Eckhardt, the newly elected Democratic comptroller of Texas. Eckhardt previously dealt with Musk's projects as a county official in Austin and later as a state senator. She says his companies have brought needed economic development to the state, including good-paying career opportunities for people without college degrees. But as Musk committed to more development in Texas, he demonstrated "a lack of civic empathy," Eckhardt added. In her view, Musk has leveraged his money to pressure small county governments to move quickly on massive projects with few resources to negotiate the terms. Eckhardt said she wants the state to step in more often if counties want that. Still, incoming Democrats said they want to continue Texas' growth and business-friendly nature — just without the rubber stamp for Musk. That may even mean incentives for his competition. "I think the environment is going to change into a productive partnership," Eckhardt said. "It's a level playing field. If Amazon and Starlink are competing, they will compete; we will not put our thumb on the scales for one or the other," she said of the satellite internet service operated by SpaceX. Musk's shift to Texas began in 2020 after he felt fed up with California's political climate and regulations. "If a team has been winning for too long, they do tend to get a little complacent, a little entitled, then they don't win the championship anymore," Musk told the Journal at the time about his desire to take some of his businesses elsewhere. State leaders rewarded his search for a climate more friendly to his businesses. The state has fewer zoning laws and environmental and labor requirements, and has vast swaths of loosely regulated land. Unlike California, it has no corporate income tax or capital-gains taxes on individuals. Musk's critics say Texas has gone above and beyond for him. The state has rewritten laws and developed a new business court to make its state more friendly to controlling shareholders such as Musk. Despite Texas' open records laws, Abbott's office has accommodated requests from Musk's companies to censor public records with information about their business. "I think people are tired of feeling like they're second class, because there are people who are able and willing to throw around so much money that they get whatever they want," said Democratic state Rep. Gene Wu, whose district includes parts of Houston. Wu said his constituents are done with "the ultrarich continuing to get handouts." "If he doesn't want to pay taxes," Wu added, "that's too bad because we need public schools and we need roads and we need hospitals." Write to Becky Peterson at becky.peterson@wsj.com and Rebecca Cadenhead at rebecca.cadenhead@wsj.com

JP Morgan maintains Microchip Technology at Overweight, lowers price target to $100 from $120. JP Morgan maintained Microchip Technology at Overweight and lowered its price target to $100 from $120, a 16.7% decrease. The price target implies an upside of 71.4% from the Nov 6 close of $58.35. Recent analyst actions on Microchip Technology Date Firm Action Rating Price target Nov 6 Jefferies Maintains Buy $85 Nov 6 Citigroup Maintains Buy $75 Nov 6 Truist Securities Maintains Hold $62 Nov 6 B. Riley Securities Maintains Buy $85 Nov 6 Wells Fargo Maintains Equal-Weight $70 Across the five most recent analyst notes published on Microchip Technology over the past 30 days, price targets range from $62 to $85. 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 .

Axon Enterprise Is Maintained at Overweight by JP Morgan. Ratings actions from Benzinga: https://www.benzinga.com/quote/AXON/analyst-ratings (02:56 GMT) Axon Enterprise Price Target Cut to $610.00/Share From $755.00 by JP Morgan Ratings actions from Benzinga: https://www.benzinga.com/quote/AXON/analyst-ratings

JP Morgan maintains MACOM Technology Solns at Neutral, lowers price target to $280 from $345. JP Morgan maintained MACOM Technology Solns at Neutral and lowered its price target to $280 from $345, an 18.8% decrease. The price target implies an upside of 32.7% from the Nov 6 close of $210.98. Recent analyst actions on MACOM Technology Solns Date Firm Action Rating Price target Nov 6 Truist Securities Maintains Buy $310 Nov 6 Evercore ISI Group Maintains Outperform $227 Nov 6 Susquehanna Maintains Neutral $220 Nov 5 Needham Maintains Buy $300 Oct 27 Raymond James Upgrades Outperform $300 Across the five most recent analyst notes published on MACOM Technology Solns over the past 30 days, price targets range from $220 to $310. Explore more price target data and ratings for MACOM Technology Solns on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Authorities Confirm Continued House Arrest for Former Paraguay President Peña

Kyiv Residential Block Damaged in Russian Assault, Local Officials Confirm

Multiple Powerful Explosions Heard in Ukraine's Capital, Reuters Witness Says

JP Morgan maintains Centrus Energy at Neutral, lowers price target to $100 from $120. JP Morgan maintained Centrus Energy at Neutral and lowered its price target to $100 from $120, a 16.7% decrease. The price target implies a downside of 4.4% from the Nov 6 close of $104.60. Recent analyst actions on Centrus Energy Date Firm Action Rating Price target Nov 6 Barclays Maintains Equal-Weight $149 Nov 6 Roth Capital Upgrades Buy $115 Oct 28 B. Riley Securities Maintains Buy $188 Oct 26 JP Morgan Maintains Neutral $120 Oct 26 TD Cowen Initiates Coverage On Hold $120 Across the five most recent analyst notes published on Centrus Energy over the past 30 days, price targets range from $115 to $188. Explore more price target data and ratings for Centrus Energy on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

JP Morgan maintains Axon Enterprise at Overweight, lowers price target to $610 from $755. JP Morgan maintained Axon Enterprise at Overweight and lowered its price target to $610 from $755, a 19.2% decrease. The price target implies an upside of 94.9% from the Nov 6 close of $313. Recent analyst actions on Axon Enterprise Date Firm Action Rating Price target Nov 6 RBC Capital Maintains Outperform $615 Nov 6 Piper Sandler Reiterates Overweight $540 Nov 6 Needham Maintains Buy $500 Oct 26 TD Cowen Maintains Buy $800 Across the four most recent analyst notes published on Axon Enterprise over the past 30 days, price targets range from $500 to $800. Explore more price target data and ratings for Axon Enterprise on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

【最新内容：unusual_whales @unusual_whales · 2026-11-07T02:44:04.000Z】 Thank you for calling your grandmother. The market went up today as a result. You can also call Mr Whale, our built in financial analysis tool that can help you navigate the GEX, options, stocks, futures, crypto, & more: https://unusualwhales.com/ai 【引用内容：unusual_whales @unusual_whales · 2026-11-05T20:59:05.000Z】 Call your grandmother.

Dengue Fever Outbreak Hits Construction Sites In China's Hainan, Thousands Of Workers Quarantined

Kyiv Comes Under Russian Ballistic Missile Attack, Klitschko Reports

@_smitop: 【最新内容：loops @_smitop · 2026-11-07T02:36:09.000Z】 [转推] zerohedge reposted Dario Amodei testified under oath that he didn't know his home address 【引用内容：loops @_smitop · 2026-11-07T01:28:07.000Z】 PACER access obtained ✅

【最新内容：unusual_whales @unusual_whales · 2026-11-07T02:33:00.000Z】 The Secretary of State is talking about walking: Rubio is discussing resigning with White House officials after the midterm rout, per Bloomberg. Read more: [链接预览] Marco Rubio Discussing Resignation With White House Officials After Midterm Losses, Bloomberg... 【回复上下文：unusual_whales @unusual_whales · 2026-11-05T20:24:21.000Z】 BREAKING: Marco Rubio is now discussing resigning as Secretary of State with White House officials, per Bloomberg.

Datavault AI Founder Files Lawsuit to Overturn Contested CEO Removal

Haiti's Mathias Saintil, Notorious Gang Leader, Reported Dead

Trump Says US Is Dealing With Iranians, Will See How Things Unfold

Tech Trader: Data-Center Stocks Will Eventually Be Post-Midterm Winners — Barron's. By Angela Palumbo The results of the 2026 midterm elections are already causing seismic changes in the world of artificial-intelligence spending — and the companies driving the AI buildout are going to have to adapt to the new political reality. Democrats flipped both the House of Representatives and the Senate, and multiple states elected Democrats as governors, including in longtime Republican strongholds like Iowa, Ohio, and Texas. At first, the market seemed pleased. Hyperscaler stocks rose significantly Wednesday. Amazon.com closed up 6.1%, while Microsoft jumped 6.7%, Alphabet rose 3.2%, and Meta Platforms gained 1.4%. The euphoria didn't last, though. Those gains were largely wiped out Thursday. Amazon declined 2.2%, Microsoft fell 3.6%, Alphabet dropped 2.2%, and Meta slipped 4%. Far harder hit were the chip stocks, the picks-and-shovels components of the AI buildout, and those likely to be hurt most by any slowdown in spending from the hyperscalers, which investors expect a blue wave portends. Stocks like Nvidia and Dell Technologies — two major AI hardware makers — tumbled 9.3% and 15%, respectively. Data centers proved a key issue for voters this election cycle. While companies can't build them fast enough to meet Big Tech's insatiable demand for AI compute, many Americans would rather they weren't built at all, or at least weren't built in their backyards. Almost every data-center-related ballot measure passed. While citizens on both sides of the aisle are opposed to unfettered data-center growth, ahead of the election many elected Republicans had shown more eagerness for the buildout, arguing that ongoing AI development is essential for economic growth and to ensure the U.S. retains AI supremacy over China. Democrats, meanwhile, have questioned its environmental, water, and power-supply implications. With Democrats winning so decisively, questions about how and where data centers are built are now inevitable. One possibility is that companies building or investing in data centers may be compelled to demonstrate they'll be accretive and beneficial rather than extractive and detrimental. That could include committing to generate all of the power they require or guaranteeing that water usage won't impact local communities. These sorts of moves will eat into margins, but they may be necessary to win the support needed to continue expanding data-center capacity. Alphabet's Google took steps in this direction Thursday when it announced that it's building its first data center in Wyoming (where Republican Harriet Hageman won the Senate race). Google says it will pay for 100% of the power the facility uses and it will be air-cooled to minimize strain on local water resources. Which states companies deem data-center friendly could change, too. Texas is a prime example. Plentiful space and low costs have made it attractive. Oracle and OpenAI, for example, have a sizable data center in Abilene, Texas. Tesla, meanwhile, has its own "Giga Texas" facility in Austin, and has invested $16.2 billion in a joint facility with SpaceX — dubbed the "Terafab" — in Grimes County. But Texas flipped blue on Tuesday night for the first time in decades. Not only did Democrat James Talarico win the Senate race, but Democrat Gina Hinojosa beat Republican incumbent Greg Abbott to become the state's next governor. LPL Financial Chief Equity Strategist Jeff Buchbinder writes that he expects data centers will still be built, but "strong performances by democrats in key data center states (and pushback from the not in my backyard folks) may slow it down some." That isn't necessarily a bad thing. Investors worry about how much tech companies are spending on building AI infrastructure and where the money is coming from. Companies that were once free-cash-flow-generating machines have gone free-cash-flow negative, and investors are getting impatient for proof that the enormous spending is converting into revenue-generating products and services. Alphabet and Amazon stocks both fell following their most recent earnings reports after the companies posted impressive numbers from their cloud businesses, but also growing capex and negative free cash flows. Where tech giants used to be able to fund new initiatives from their cash reserves, they're increasingly turning to debt markets, worsening concerns that a bubble has formed and a sizable and painful correction is incoming. If new legislation forces the hyperscalers to tap the brakes on their data-center building, capex will slow and cash flows might improve. At the same time, the companies could claim they would be growing faster if only they weren't hamstrung by legislators, which could provide some cover should the market seek to punish them for curtailing their spending. "If the new political structure slows all companies' AI-related capex spending, this is better for their share prices, since revs from existing capacity are unaffected, but capex estimates would fall, implying higher near-term [return on invested capital] for the hyperscalers," writes Needham senior analyst Laura Martin. Companies could use the lull to restock their cash reserves, and might be able to take on less debt. That would likely be seen as a positive move given the Federal Reserve has raised interest rates to battle rising inflation. A more regulation-heavy political environment would also favor the hyperscalers over smaller cloud providers. "If there are going to be data-center moratoria, it's gonna be harder to fill them and harder to get them approved, et cetera. That benefits the entrenched cloud providers," says Steve Sosnick, chief strategist at Interactive Brokers. "If we assume that demand continues to increase and it becomes harder to increase supply, who benefits? It's the ones with the most capacity who can charge more." Also, while Microsoft, Alphabet, and Amazon are betting on AI for growth, they each have well-established existing businesses and revenue streams. That isn't true for pure-play cloud providers for whom a slowdown could be devastating. Neocloud providers CoreWeave and Nebius Group dropped 9.9% and 6.7% on Wednesday, respectively, and a further 9.8% and 15% on Thursday. Hyperscalers couldn't slow down data-center spending on their own, but the midterms may have given them the perfect excuse to do just that. In the long run, it may prove to be a blessing in disguise. Write to Angela Palumbo at angela.palumbo@dowjones.com To subscribe to Barron's, visit http://www.barrons.com/subscribe

Russell Brand's First Night Behind Bars: Strip Search, 'Inedible' Dinner And A Round-The-Clock Watch

Trump Anticipates Few Cabinet Departures in Coming Period

Trump Says Iran Built New Anti-Aircraft System, Which US Subsequently Disabled

Trump Says Moscow and Kyiv Are Willing to End the Conflict

Qatar PM Reaffirms Ongoing Mediation Efforts to Contain Escalating Situation: Al Jazeera

Qatar's PM Says Washington Willing to Pursue Resolution Beyond Midterm Elections

Qatar's PM Says Major Progress Has Been Achieved, Sees Path to Settlement

China's He Lifeng Engages in Video Talks With US Treasury Chief Bessent and Trade Representative Greer

Meta strategy chief Dave Wehner to become Fireworks CFO - The Information. -- Source link: https://tinyurl.com/nhauepx4 -- Note: Reuters has not verified this story and does not vouch for its accuracy

Google executive Donald Harrison resigns from SpaceX board. SpaceX SPCX disclosed on Friday that Google executive Donald Harrison has resigned from the rockets-to-AI company's board after more than a decade. Here are some details: Harrison notified SpaceX of his resignation on November 4, and it took effect immediately The Elon Musk-led company said Harrison's decision to resign was not due to any disagreement with the company on matters relating to its operations, policies or practices Harrison, a longtime executive at Google, is currently president of Global Partnerships and Corporate Development. Google parent Alphabet GOOG is the ‌largest single institutional holder of SpaceX, according to LSEG data Musk said that Harrison stepped down because there were too many conflicts of interest with Alphabet. "Don has been a great board member. Very much appreciate his contributions," Musk added in a post on X on Friday. Google on Friday reported a small increase in its position in SpaceX to about 555 million shares from 551.2 million earlier

China Increases Gold Holdings to 78.30 Million Troy Ounces in October: Central Bank