新闻信息流

Google Is Introducing Two New Variations Of Its Tensor Processing Units- Bloomberg News. GOOGLE IS INTRODUCING TWO NEW VARIATIONS OF ITS TENSOR PROCESSING UNITS- BLOOMBERG NEWS

GOOGLE $GOOGL IS ROLLING OUT TWO NEW VERSIONS OF ITS AI CHIPS The new TPU 8tx is built for secure work like government and regulated industries, and pairs with an AMD processor, per Bloomberg. The TPU 8i Max puts two chips in one package to handle AI tasks that need to process huge amounts of information at once. Both will be available next year.

*BBG REPORTS NVIDIA DROPS OVER 6% IN PRE-MARKET, WIPES OUT MORE THAN $225 BILLION IN MARKET CAP

$GOOGL | Google To Challenge Nvidia With Two New Versions Of TPU Systems - TPU 8TX And 8I Max To Handle More Specialised Tasks

Google to challenge NVIDIA with two new versions of TPU systems.

GOOGLE TO CHALLENGE NVIDIA WITH TWO NEW VERSIONS OF TPU SYSTEMS

Google’s TPU 8tx and 8i max to handle more specialized tasks.

AST SpaceMobile (ASTS) to Supply Satellites for Japan Network Backed by Up to ¥148B. AST SpaceMobile and Rakuten agreed to establish Rakuten AST, which is expected to receive up to ¥148B in support over approximately three years. The joint venture aims to begin domestic network operations by the end of March 2029. Material Details # Detail AI Analyst View 1 Up to ¥148B support over approximately 3 years Provides substantial planned funding for the Japan network, but the release does not state AST SpaceMobile's share of the support. 2 AST SpaceMobile to supply Japan network satellites Creates a concrete role in a national satellite deployment; contract value and revenue contribution are not disclosed. 3 Domestic operations targeted by end of March 2029 Sets a deployment timeline, with revenue dependent on execution and regulatory approvals. 4 Global service plans are subject to regulatory approval Potential expansion beyond Japan remains conditional on regulatory approvals. Context by AI Analyst This is an early-stage commercial deployment milestone that builds on the strategic partnership established in March 2020. Definitive commercial terms, AST SpaceMobile's share of funding and satellite deployment milestones would clarify the revenue and execution impact. Based on the original press release from AST SpaceMobile, Inc. distributed by BusinessWire.

Rakuten and AST SpaceMobile Establish "Rakuten AST" Joint Venture to Build D2D Satellite Communications Network in Japan. Rakuten Group, Inc. and AST SpaceMobile, Inc. ( ASTS ), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, agreed to establish Rakuten AST, Inc. on November 6, 2026 (Japan Standard Time)*1. The joint venture is tasked with building a direct-to-device communications network in Japan using low Earth orbit (LEO) satellites to provide service to commercially available smartphones, strengthening Japan’s communications infrastructure in the event of disasters and other emergencies. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261109243455/en/ The Ministry of Internal Affairs and Communications' (MIC) selected the joint proposal from Rakuten’s preparatory company and Rakuten Mobile, Inc. for the publicly solicited " J-LEO: Japan Low Earth Orbit Satellite Communications Project "*2. Rakuten AST is expected to receive up to 148 billion yen (approx. 1 billion USD) in support over approximately three years under J-LEO, through the Communications and Information Network Association of Japan (CIAJ), the organization established to manage the fund*3,4. Through this joint venture, Rakuten AST will collaborate with AST SpaceMobile to deploy and manage satellites compatible with mid-band spectrum, in order to establish a satellite communications network and commence domestic operations by the end of March 2029. The J-LEO Project will leverage the largest communication satellites ever deployed in LEO to build domestic communications infrastructure that enables direct satellite-to-smartphone connectivity and strengthens economic security. In addition to extending cellular broadband connectivity to areas with limited or no terrestrial coverage, the project aims to ensure cellular broadband connectivity during emergencies, such as natural disasters, by establishing a framework for emergency inter-carrier roaming among mobile network operators. Through Rakuten AST, Rakuten and Rakuten Mobile aim to establish a non-terrestrial network (NTN) managed and operated in Japan. The companies will deploy and operate a resilient, stable communications infrastructure capable of maintaining priority and stable connectivity, independent of external conditions – even in times of emergency. The satellite communications service to be deployed by Rakuten AST will leverage AST SpaceMobile's large-scale satellites to enable high-speed internet connectivity — such as video streaming and social media — on off-the-shelf smartphones without the need for specialized equipment*5. Because the base station equipment is installed on ground-based infrastructure, Japanese telecommunications operators can flexibly and autonomously manage and operate the network. AST SpaceMobile will supply the satellites to power Japan's sovereign D2D constellation. Beyond priority Japanese domestic market usage, Rakuten AST also plans to work with AST SpaceMobile to provide these services through AST SpaceMobile to its customers worldwide, subject to regulatory approval. Rakuten Mobile will also work with AST SpaceMobile to advance the use of AI edge computing and plans to develop AI-driven spectrum management technology, exploring their application for higher-speed data communications and industry-specific solutions such as IoT. The company aims to expand its solution offerings beyond telecommunications carriers to include connectivity-reliant industries, such as logistics, infrastructure monitoring, construction, and agriculture. Mickey Mikitani, Chairman and CEO, Rakuten Group, commented, "This project is a key pillar of Rakuten Mobile's network strategy. By building an integrated framework spanning satellite procurement through operations and accelerating technological innovation, we will contribute to the development of disaster-resilient communications infrastructure and the improvement of Japan's communications environment. We will maximize capital efficiency and pursue the expansion of business opportunities in the satellite communications sector." Abel Avellan, Founder, Chairman and CEO, AST SpaceMobile, commented, "This represents a significant milestone for AST SpaceMobile and validates the importance of space-based cellular broadband connectivity as countries around the world increasingly recognize the technology as a critical complement to terrestrial wireless infrastructure to realize the goal of 100% broadband availability wherever people work, live and travel. Through our technology, we will enhance the resilience of Japan's communications infrastructure while strengthening our global network by leveraging capacity that can also be utilized outside of Japan.” In addition to this project, Rakuten Mobile plans to begin commercial-environment testing of its satellite-to-mobile service within 2026, under the strategic partnership between Rakuten and AST SpaceMobile established in March 2020*6. Rakuten, Rakuten Mobile, and AST SpaceMobile will continue working toward the early realization of D2D satellite communications, advancing the development of resilient communications networks. Overview of Joint Venture Company Name: Rakuten AST, Inc. Head Office: 1-14-1 Tamagawa, Setagaya-ku, Tokyo Legal Capital: 100 million yen Voting Rights Ratio: Rakuten Group, Inc. 51% / AST SpaceMobile Japan Holdings II GK, a Japan-based wholly owned indirect subsidiary of AST SpaceMobile, Inc. 49% Representative: Ryoji Osaka, Representative Director & CEO Date of Establishment: November 2026 (planned) Business Description: Satellite procurement, and the operation and management of satellite connectivity. Notes *1 The new company will be established under an agreement between Rakuten Group, Inc. and AST SpaceMobile Japan Holdings II GK, a Japanese entity established by AST SpaceMobile, Inc. through AST & Science, LLC. *2 The J-LEO Project was publicly solicited for indirect subsidy recipients (private companies) through the Japan Communications and Information Network Industry Association (CIAJ), the designated foundation operator. *3 A joint proposal by RAST, Inc. (a preparatory company for Rakuten) and Rakuten Mobile was selected for the Ministry of Internal Affairs and Communications' " Japan Low Earth Orbit Satellite Communications Project (*Japanese page) *4 Grant to be received through CIAJ after establishment of Rakuten AST. *5 AST provides large-scale satellite hardware and core technology, backed by approximately 3,900 patents held and applications pending. The next-generation satellites will feature the largest phased array ever deployed in low Earth orbit (approximately 223 m²), designed to deliver peak data speeds nearly double those of the company's initial Block 1 BlueBird satellites. The Block 1 BlueBird satellites have demonstrated the ability to connect directly to standard smartphones, achieving a peak downlink speed of 98.9 Mbps, and have proven capable of delivering voice, broadband data, and video applications from space to consumers, enterprises, emergency responders, and governments. The company has signed agreements with approximately 60 mobile network operators representing over 3 billion subscribers, and has established strategic partnerships with AT&T, Verizon, Vodafone, Google, American Tower, Bell, Telus, and stc group, in addition to Rakuten. *6 Related press release: Rakuten and Vodafone Invest in AST & Science’s Space Venture to Reach More People, Devices and Places with Mobile Coverage About AST SpaceMobile, Inc. AST SpaceMobile is building the first and only global cellular broadband network in space to operate directly with standard, unmodified mobile devices based on our extensive IP and patent portfolio, and designed for both commercial and government applications. Our engineers and space scientists are on a mission to enable 4G and 5G space-based cellular broadband to every device, everywhere, for today’s nearly 6 billion mobile subscribers globally. For more information, follow AST SpaceMobile on YouTube, X (Formerly Twitter), LinkedIn and Facebook. About Rakuten Rakuten Group, Inc. ( 4755 ) is a global technology leader in services that empower individuals, communities, businesses and society. Founded in Tokyo in 1997 as an online marketplace, Rakuten has expanded to offer services in e-commerce, fintech, digital content and telecommunications to 2.2 billion members around the world. The Rakuten Group has around 30,000 employees, and operations in 30 countries and regions. For more information visit https://global.rakuten.com/corp/. About Rakuten Mobile Rakuten Mobile, Inc. is a Rakuten Group company responsible for mobile communications, centered on its mobile network operator (MNO) business. Through continuous innovation and the deployment of advanced technology, Rakuten Mobile aims to redefine expectations in the mobile communications industry in order to provide appealing and convenient services for diverse customer needs. For more information on Rakuten Mobile visit https://corp.mobile.rakuten.co.jp/english/. Forward Looking Statements This communication contains “forward-looking statements” that are not historical facts, and involve risks and uncertainties that could cause actual results of AST SpaceMobile to differ materially from those expected and projected. These forward-looking statements can be identified by the use of forward-looking terminology, including the words “believes,” “estimates,” “anticipates,” “expects,” “intends,” “plans,” “may,” “will,” “would,” “potential,” “projects,” “predicts,” “continue,” or “should,” or, in each case, their negative or other variations or comparable terminology. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. Most of these factors are outside AST SpaceMobile’s control and are difficult to predict. Factors that could cause such differences include, but are not limited to: (i) expectations regarding AST SpaceMobile’s strategies and future financial performance, including AST’s future business plans or objectives, expected functionality of the SpaceMobile Service, anticipated timing of the launch of the Block 2 BlueBird satellites, anticipated demand and acceptance of mobile satellite services, prospective performance and commercial opportunities and competitors, the timing of obtaining regulatory approvals, ability to finance its research and development activities, commercial partnership acquisition and retention, products and services, pricing, marketing plans, operating expenses, market trends, revenues, liquidity, cash flows and uses of cash, capital expenditures, and AST SpaceMobile’s ability to invest in growth initiatives; (ii) the negotiation of definitive agreements with mobile network operators relating to the SpaceMobile Service that would supersede preliminary agreements and memoranda of understanding and the ability to enter into commercial agreements with other parties or government entities; (iii) the ability of AST SpaceMobile to grow and manage growth profitably and retain its key employees and AST SpaceMobile’s responses to actions of its competitors and its ability to effectively compete; (iv) changes in applicable laws or regulations; (v) the possibility that AST SpaceMobile may be adversely affected by other economic, business, and/or competitive factors; (vi) the outcome of any legal proceedings that may be instituted against AST SpaceMobile; and (vii) other risks and uncertainties indicated in the Company’s filings with the Securities and Exchange Commission (SEC), including those in the Risk Factors section of AST SpaceMobile’s Form 10-K filed with the SEC on March 2, 2026, its Form 10-Q for the fiscal quarter ended March 31, 2026 filed with the SEC on May 11, 2026 and the future reports that it may file from time to time with the SEC. AST SpaceMobile cautions that the foregoing list of factors is not exclusive. AST SpaceMobile cautions readers not to place undue reliance upon any forward-looking statements, which speak only as of the date made. For information identifying important factors that could cause actual results to differ materially from those anticipated in the forward-looking statements, please refer to the Risk Factors in AST SpaceMobile’s Form 10-K filed with the SEC on March 2, 2026, its Form 10-Q for the fiscal quarter ended March 31, 2026 filed with the SEC on May 11, 2026 and the future reports that it may file from time to time with the SEC. AST SpaceMobile’s securities filings can be accessed on the EDGAR section of the SEC’s website at www.sec.gov. Except as expressly required by applicable securities law, AST SpaceMobile disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise. View source version on businesswire.com: https://www.businesswire.com/news/home/20261109243455/en/

DEUTSCHE TELEKOM IS SPENDING ABOUT $289M TO ADD NVIDIA $NVDA BLACKWELL CHIPS TO ITS MUNICH AI DATA CENTER The upgrade will double the site's capacity to 20 megawatts, less than a year after it opened in February - Bloomberg

GERMAN CHANCELLOR MERZ: CONFIRMS CDU SUPPORTS ILSE AIGNER AS GERMAN PRESIDENT

Nvidia Slides On Jensen's Affair With Suspected Chinese Spy; Beijing Denies Claims

Tesla's Robo-Taxi Service Is Expanding.in Texas — Barrons.com. By Al Root There is good news and bad news. The good news: Tesla continues to expand its AI-trained robo-taxi service to more cities. The bad news: The rollout continues to be slower than investors hoped for, and most of the expansion remains in the company's home state of Texas. Monday morning, Tesla announced that robo-taxi service would start in San Antonio this week, while adding that the service area was expanding in the original robo-taxi city, Austin, Texas. San Antonio makes it (about) eight cities for robo-taxi: Austin, Dallas, Fort Worth, Houston, San Antonio, Miami, Orlando, and Tampa. Sometimes Dallas and Fort Worth are lumped together, but Tesla also has robo-taxis testing in San Francisco. Tesla launched its robo-taxi service in June 2025 and hoped to scale the service much faster. CEO Elon Musk hoped that Tesla robo-taxis would operate near 50% of the U.S. population by the end of 2025. Currently, Tesla robo-taxi coverage is closer to 10% of the U.S. population. And roughly two-thirds of those people live in Texas, where launching robo-taxis is significantly easier. There is no special robo-taxi license, and companies can self-certify they are ready to start. (The weather is helpful, too.) To be sure, Tesla has expanded slowly out of an abundance of caution, which is a good idea. Still, robo-taxis aren't contributing significantly to Tesla's top and bottom line yet. Musk hopes robo-taxis will start to show up, positively, in the financial statements in 2027. Investors hope he meets that timeline. Whatever happens to service, robo-taxis will have an impact next year. Tesla will stop producing its Cybertruck so it can allocate more capacity to its two-seat robo-taxi, Cybercab. Musk defended the decision to kill off the Cybertruck on Monday, saying on X: "The Cybertruck order rate far exceeds our production rate...This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production." Tesla has made less than 100,000 Cybertrucks since its introduction in 2023. It's unlikely the car is profitable at that volume, including all the development and capital costs. Tesla didn't respond to a request for comment about Cybertruck profitability. Regardless, the truck is going away so Tesla can focus more on AI-related applications, such as self-driving taxis. Tesla stock was up 0.4% at $359.40 in premarket trading, while S&P 500 and Dow Jones Industrial Average futures were up 0.7% and 1.1%, respectively. Write to Al Root at allen.root@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.

White-collar jobs bounced back in October. Professional and business services, which includes law, consulting and scientific research, added 70,000 jobs last month, per the October jobs report. That’s well above the sector’s average of 15,000 a month over the past year.

French unions call for fresh strikes November 17 - CGT Head Binet

What's Going On With Firefly Aerospace Stock Monday. Firefly Aerospace Inc. FLY stock edged higher Monday morning, extending Friday’s 36.8% rally as investors weighed the company’s selection for NASA’s $10 billion lunar program, a $1.3 billion rocket engine deal with AST SpaceMobile Inc. ASTS , and its upcoming quarterly earnings. The space technology company is set to report third-quarter results Tuesday, Nov. 10, after the market closes, putting its growth outlook and ability to capitalize on major contracts in focus. Firefly Joins NASA’s $10 Billion Lunar Program NASA’s CLPS 2 indefinite delivery/indefinite quantity contract includes a 10-year ordering period and lets Firefly compete for future task orders supporting lunar science, exploration, and infrastructure . The program is designed to increase commercial deliveries to the Moon, emphasizing lander reliability, larger cargo capacity, and the infrastructure needed to support a permanent lunar presence. Firefly pointed to Blue Ghost Mission 1, which successfully landed on the Moon and completed all mission objectives in March 2025. “Blue Ghost Mission 1 proved Firefly can deliver on the Moon, and now CLPS 2 gives us the opportunity to do it again and again at greater scale,” CEO Jason Kim said. Firefly has also secured four additional missions under CLPS 1 and a contract to deliver NASA’s MoonFall mission. The company is ramping up production of Blue Ghost landers and Elytra orbiters in an expanded cleanroom that can accommodate up to 12 spacecraft. It is also developing a larger lander architecture for heavier cargo, terrain vehicles, infrastructure and power systems. $1.3 Billion AST SpaceMobile Deal Expands Engine Business The NASA update follows Firefly’s more than $1.3 billion, three-year agreement with AST SpaceMobile Inc. ASTS . Under the agreement, Firefly will supply 27 Miranda engines and nine vacuum-variant Vira engines for AST SpaceMobile’s first three heavy-lift rockets . Firefly will also license engine manufacturing technology and provide engineering support. The company said the agreement’s proceeds will support hiring, long-lead material purchases, equipment procurement, and additional test bays at its Rocket Ranch in Briggs, Texas. Earnings Ahead Firefly is scheduled to report third-quarter results on Nov. 10 after market close. Analysts expect a loss of 51 cents per share, up from 33 cents a year earlier. Revenue is estimated at $103.8 million, versus $30.78 million in the prior-year quarter. The stock carries a Buy consensus rating with an average price forecast of $36.67 . Recent analyst actions include B. Riley Securities maintaining a Buy rating while lowering its price forecast from $50 to $40 on Nov. 4, KeyBanc maintaining an Overweight rating while cutting its forecast from $50 to $35 on Nov. 2, and Barclays initiating coverage at Equal-Weight with a $34 forecast on Oct. 9. FLY Technical Setup Firefly Aerospace remains in a bearish longer-term setup, trading 7.6% below its 100-day SMA and 23.5% below its 200-day SMA. The stock’s RSI of 56.09 sits in neutral territory, while MACD remains above its signal line, pointing to improving near-term momentum despite the weaker broader trend. Key support sits at $20.00, with resistance near $20.50. A break above resistance could strengthen the rebound, while a move below support may reinforce downside pressure. FLY is up 7.90% over the past 12 months but currently sits at just 12.8% of its 52-week range, keeping the stock near the lower end of its yearly trading band. FLY Price Action: Firefly Aerospace shares were up 0.80% at $20.93 during premarket trading on Monday, according to Benzinga Pro data .

CITIGROUP JUST DOWNGRADED US STOCKS AND GLOBAL TECH TO NEUTRAL It upgraded European stocks (excluding the UK) to overweight, citing their lower exposure to AI, per Bloomberg. Citi says it's still positive on AI, but sees room for more selling before things stabilize.

Elizabeth Warren Slams Trump for 'Wining and Dining' AI Billionaires Instead of Protecting Americans: 'It Needs to Stop'. Sen. Elizabeth Warren (D-Mass.) criticized President Donald Trump over his approach to artificial intelligence regulation, arguing that his administration is prioritizing relationships with wealthy tech executives over public safety and national security. Warren Slams Trump Over AI Regulation On Sunday, in a post on X , Warren called for stronger government oversight of advanced artificial intelligence, warning that insufficient regulation could put Americans at risk. “We need strong rules to rein in advanced AI and keep people safe,” Warren wrote. She accused Trump of taking a hands-off approach to the technology while building relationships with wealthy industry leaders. “But instead of governing, Trump is wining and dining these AI billionaires and saying: let those guys do whatever they want,” she added. Warren further alleged that the president’s approach was jeopardizing public safety and national security, concluding, “Trump is putting the American people and our security at risk. It needs to stop.” Elizabeth Warren @SenWarren We need strong rules to rein in advanced AI and keep people safe. But instead of governing, Trump is wining and dining these AI billionaires and saying: let those guys do whatever they want. Trump is putting the American people and our security at risk. It needs to stop. Nov 08, 2026 Trump Reshapes Federal AI Policy Last month, Trump said he planned to replace the ter m “artificial intelligence” with “super intelligence” in government documents and had signed an executive order directing federal agencies to adopt the terminology. Separately, the Trump administration had planned to move three senior officials from the Commerce Department’s Center for Advancing Innovation and Standards for Super Intelligence (CAISSI) to the White House following coordination problems. Democrats Raise Concerns Over AI Self-Regulation Earlier this month, Sen. Bernie Sanders (I-Vt.) accused Alphabet Inc. ’s GOOGL GOOG Google of pressuring schools to adopt AI by threatening to cut off Google Search access if they restricted students’ AI use. He called the alleged move “extortion” and demanded, “PAUSE AI NOW.” Last month, Sanders questioned Trump’s reliance on wealthy tech executives to regulate AI , arguing that their financial interests could create conflicts of interest. Rep. Ro Khanna (D-Calif.) also criticized Trump’s voluntary AI agreement , alleging Meta Platforms, Inc. META CEO Mark Zuckerberg helped draft it and warning that tech billionaires should not write their own industry rules.

CITI DOWNGRADES US STOCKS AND TECH, TURNS BULLISH ON EUROPE Citi has downgraded US equities, global technology and European technology to Neutral, citing weakening AI sentiment and risks of further investor selling. The bank warns that the Nasdaq could fall another 5% before positioning turns decisively bearish. Despite remaining constructive on AI over the medium term, Citi wants more stable sentiment and earnings expectations before turning bullish again. Meanwhile, European equities excluding the UK were upgraded to Overweight, benefiting from lower oil prices and reduced technology exposure.

Micron Stock Gets Some Relief as This Big Threat Got Kicked Into the Long Grass — Barrons.com. By Adam Clark Micron Technology isn't exactly bouncing back after its recent losses. Shares were edging down early Monday even after Taiwan Semiconductor Manufacturing played down the prospect of entering the memory-chip market. Micron shares were down 0.8% at $684.23 in premarket trading. The stock has dropped 30% in the past month. As Barron's has previously covered, the slide has mostly been due to fears that Democrat victories in midterm elections will slow construction of artificial-intelligence data centers, and therefore hit demand for memory in AI servers. But it didn't help last week that Taiwan Semiconductor, or TSMC, was reported to be exploring production of 3-D dynamic-random access memory (DRAM), at the request of Nvidia, according to technology-focused news outlet The Information. That would bring a huge competitor into the memory market, intensifying fears that prices are set to peak. However, it seems a bit too early to worry about TSMC's plans just yet. The company told Barron's in an emailed statement Monday that it doesn't comment on market rumors but remains focused on its "core business," which is logic chips rather than memory. "Our mission is to be the trusted technology and capacity provider of the global logic IC [integrated circuit] industry for years to come," TSMC said. Meanwhile, analysts at Jefferies suggested in a research note the Taiwanese chip manufacturer will move into the market by 2035. It's good to take a long-term view but Micron shareholders shouldn't be valuing the company on a potential threat nearly a decade away. Most of the analysis around the memory-chip market has revolved around exactly when prices will peak between now and 2030, which is the period the company has established long-term price agreements for. Now Micron shareholders can just get back to fretting about the AI trade in general. Write to Adam Clark at adam.clark@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.

@fbermingham: [转推] LiveSquawk reposted Huge breaking news from Lithuania today. Local media reports that the government asked Taiwan to change the name of the de facto embassy in Vilnius in September. They asked that the name be changed by China's National Day, October 1.

Paratus Energy Services Updates Regarding Petrobras Tender Process. Paratus Energy Services Ltd PLSV : PETROBRAS CONFIRMS ACCEPTANCE OF SEAGEMS JV BID FOR JADE PLSV ACCEPTANCE SUBJECT TO FORMAL PETROBRAS CONTRACT AWARD AND DEFINITIVE AGREEMENTS

UBS Global Research 2027 Outlook: We expect global growth to pick up to 3.5% next year, but an unusually large share of that rests on two issues: continued build-out of AI infrastructure and a resolution of the Middle East conflict.

UBS Global Research 2027 Outlook: Expects S&P 500 index to hit 8900 by year-end.

META EXPANDS AI AGE-DETECTION FOR TEENS GLOBALLY ON INSTAGRAM

UBS Global Research 2027 Outlook: Expects Stoxx 600 index to hit 750 by year-end.

SWMR Q3'26 Earnings: EPS estimate is (0.14) USD. SWMR (Swarmer, Inc) is set to announce its Q3'26 results on November 10, after the market closes. The earnings are expected to be disclosed at 4:00 PM ET (9:00 PM UTC). For Q3'26, revenue estimate is 1.00 million USD with EPS (earnings per share) anticipated at (0.14) USD. Learn more details at SWMR Financials page . Revenue & EPS values are provided in USD Q1'26 Q2'26 Q3'26 Revenue Reported — — 20.32 K 216.41 K — Revenue Estimate — — — 1.00 M 1.00 M Revenue Surprise -78.36% EPS Reported (0.28) (0.45) EPS Estimate (0.11) (0.12) (0.14) EPS Surprise -154.55% -275.00%

LPTH Q1'27 Earnings: EPS estimate is (0.03) USD. LPTH (LightPath Technologies, Inc.) is set to announce its Q1'27 results on November 10, after the market closes. The earnings are expected to be disclosed at 4:05 PM ET (9:05 PM UTC). For Q1'27, revenue estimate is 21.93 million USD with EPS (earnings per share) anticipated at (0.03) USD. Learn more details at LPTH Financials page . Revenue & EPS values are provided in USD Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Revenue Reported 15.10 M 16.35 M 19.15 M 21.16 M — Revenue Estimate 12.66 M 14.96 M 17.04 M 20.60 M 21.93 M Revenue Surprise +19.24% +9.31% +12.40% +2.71% EPS Reported (0.07) (0.20) (0.07) (0.06) EPS Estimate (0.07) (0.04) (0.02) (0.01) (0.03) EPS Surprise -3.70% -426.32% -288.89% -900.00%

HQ Q3'26 Earnings: EPS estimate is (0.11) USD. HQ (Horizon Quantum Holdings Ltd.) is set to announce its Q3'26 results on November 10, before the market opens. The earnings are expected to be disclosed at 7:00 AM ET (12:00 PM UTC). For Q3'26, revenue estimate is 0 USD with EPS (earnings per share) anticipated at (0.11) USD. Learn more details at HQ Financials page . Revenue & EPS values are provided in USD Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported — — — — — Revenue Estimate — — — — — Revenue Surprise EPS Reported (0.08) (0.03) (0.10) EPS Estimate (0.11) (0.09) (0.11) EPS Surprise +69.45% -12.82%

LWLG Q3'26 Earnings: EPS estimate is (0.04) USD. LWLG (Lightwave Logic, Inc.) is set to announce its Q3'26 results on November 10, after the market closes. The earnings are expected to be disclosed at 4:00 PM ET (9:00 PM UTC). For Q3'26, revenue estimate is 30.33 thousand USD with EPS (earnings per share) anticipated at (0.04) USD. Learn more details at LWLG Financials page . Revenue & EPS values are provided in USD Q1'26 Q2'26 Q3'26 Revenue Reported — — 29.00 K 16.38 K — Revenue Estimate — — — — 30.33 K Revenue Surprise EPS Reported (0.04) (0.04) EPS Estimate (0.04) EPS Surprise

FLY Q3'26 Earnings: EPS estimate is (0.53) USD. FLY (Firefly Aerospace Inc.) is set to announce its Q3'26 results on November 10, after the market closes. The earnings are expected to be disclosed at 4:10 PM ET (9:10 PM UTC). For Q3'26, revenue estimate is 102.30 million USD with EPS (earnings per share) anticipated at (0.53) USD. Learn more details at FLY Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported 30.78 M 57.67 M 80.88 M 117.68 M — Revenue Estimate 27.71 M 52.41 M 77.08 M 88.20 M 102.30 M Revenue Surprise +11.08% +10.04% +4.93% +33.43% EPS Reported (1.50) (0.38) (0.46) (0.42) EPS Estimate (0.41) (0.44) (0.51) (0.51) (0.53) EPS Surprise -266.49% +13.96% +10.65% +18.07%

RGTI Q3'26 Earnings: EPS estimate is (0.05) USD. RGTI (Rigetti Computing, Inc.) is set to announce its Q3'26 results on November 10, after the market closes. The earnings are expected to be disclosed at 4:05 PM ET (9:05 PM UTC). For Q3'26, revenue estimate is 3.52 million USD with EPS (earnings per share) anticipated at (0.05) USD. Learn more details at RGTI Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported 1.95 M 1.87 M 4.40 M 5.14 M — Revenue Estimate 2.17 M 2.33 M 4.09 M 5.09 M 3.52 M Revenue Surprise -10.22% -19.77% +7.67% +1.01% EPS Reported (0.03) (0.03) (0.04) (0.05) EPS Estimate (0.04) (0.03) (0.04) (0.05) (0.05) EPS Surprise +28.00% +7.83% +2.01% -8.63%

RCAT Q3'26 Earnings: revenue estimate is 39.51M USD. RCAT (Red Cat Holdings, Inc.) is set to announce its Q3'26 results on November 16, after the market closes. The earnings are expected to be disclosed at 4:05 PM ET (9:05 PM UTC). For Q3'26, revenue estimate is 39.51 million USD with EPS (earnings per share) anticipated at (0.20) USD. Learn more details at RCAT Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported 9.65 M 26.23 M 15.47 M 20.19 M — Revenue Estimate 8.45 M 23.92 M 17.63 M 22.65 M 39.51 M Revenue Surprise +14.16% +9.69% -12.26% -10.88% EPS Reported (0.16) (0.17) (0.22) (0.26) EPS Estimate (0.09) (0.15) (0.12) (0.20) (0.20) EPS Surprise -74.16% -13.33% -76.00% -27.45%

POET Q3'26 Earnings: revenue estimate is 1.60M USD. POET (POET Technologies Inc.) is set to announce its Q3'26 results on November 16, before the market opens. The earnings are expected to be disclosed at 7:00 AM ET (12:00 PM UTC). For Q3'26, revenue estimate is 1.60 million USD with EPS (earnings per share) anticipated at (0.06) USD. Learn more details at POET Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported 298.43 K 341.20 K 503.39 K 569.92 K — Revenue Estimate 400.00 K 400.00 K 250.00 K 500.00 K 1.60 M Revenue Surprise -25.39% -14.70% +101.36% +13.98% EPS Reported (0.01) (0.03) (0.03) (0.00) EPS Estimate (0.09) (0.06) (0.04) (0.07) (0.06) EPS Surprise +93.87% +42.44% +18.28% +93.49%

INFQ Q3'26 Earnings: revenue estimate is 11.03M USD. INFQ (Infleqtion, Inc.) is set to announce its Q3'26 results on November 16, after the market closes. The earnings are expected to be disclosed at 4:05 PM ET (9:05 PM UTC). For Q3'26, revenue estimate is 11.03 million USD with EPS (earnings per share) anticipated at (0.05) USD. Learn more details at INFQ Financials page . Revenue & EPS values are provided in USD Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported — 12.39 M 9.46 M 12.63 M — Revenue Estimate — — — 10.64 M 11.03 M Revenue Surprise +18.74% EPS Reported (0.12) (0.08) (0.05) EPS Estimate (0.05) (0.05) EPS Surprise -7.54%

Horizon Quantum (HQ) Integrates Triple Alpha With OQC’s 32-Qubit QPU. Horizon Quantum and OQC integrated OQC’s 32-qubit QPU with Triple Alpha, enabling pulse-level operations, hardware characterization and gate calibration within the development environment. The release provides no financial terms or quantified business impact. Material Details # Detail AI Analyst View 1 Triple Alpha integrated with OQC’s 32-qubit QPU Adds hardware-level control to Horizon Quantum’s software platform, but the release gives no commercial terms or quantified revenue impact. 2 Team characterized T1 and T2 parameters Demonstrates use of the integrated tools on the device; no performance improvement or commercial deployment was reported. 3 Triple Alpha executed a gate-calibration program Shows the platform can run calibration workflows on OQC hardware, but broader adoption remains unquantified. Context by AI Analyst This is an operational product-integration milestone in Horizon Quantum’s quantum software development story, not a reported financial or commercial result. A larger catalyst would require evidence of customer adoption, commercial terms, or measurable revenue and performance outcomes. Based on the original press release from Horizon Quantum Holdings Ltd. distributed by BusinessWire.

CRWV Q3'26 Earnings: EPS estimate is (1.27) USD. CRWV (CoreWeave, Inc.) is set to announce its Q3'26 results on November 10, after the market closes. The earnings are expected to be disclosed at 4:00 PM ET (9:00 PM UTC). For Q3'26, revenue estimate is 3.54 billion USD with EPS (earnings per share) anticipated at (1.27) USD. Learn more details at CRWV Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported 1.36 B 1.57 B 2.08 B 2.58 B — Revenue Estimate 1.29 B 1.55 B 1.97 B 2.55 B 3.54 B Revenue Surprise +6.13% +1.46% +5.45% +0.80% EPS Reported (0.08) (0.56) (1.11) (1.03) EPS Estimate (0.40) (0.50) (0.92) (1.21) (1.27) EPS Surprise +79.47% -11.66% -21.11% +14.52%

POWL Q4'26 Earnings: revenue estimate is 335.08M USD. POWL (Powell Industries, Inc.) is set to announce its Q4'26 results on November 16, after the market closes. The earnings are expected to be disclosed at 4:00 PM ET (9:00 PM UTC). For Q4'26, revenue estimate is 335.08 million USD with EPS (earnings per share) anticipated at 1.57 USD. Learn more details at POWL Financials page . Revenue & EPS values are provided in USD Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Revenue Reported 297.98 M 251.18 M 296.62 M 311.74 M — Revenue Estimate 291.50 M 256.46 M 298.12 M 316.70 M 335.08 M Revenue Surprise +2.22% -2.06% -0.51% -1.57% EPS Reported 1.41 1.13 1.25 1.42 EPS Estimate 1.26 0.97 1.36 1.47 1.57 EPS Surprise +11.64% +16.64% -8.18% -3.32%

Nvidia crisis may hurt China more than it helps. By Robyn Mak Of all the crazes spawned by the AI boom, the one that people will come to regret the most may be "Jensanity". Nvidia NVDA founder, boss and self-styled nerd-turned-billionaire Jensen Huang has been fawned over like a rock star. His extra-marital affair with an alleged Chinese spy now puts an intense spotlight on governance at the $4.5 trillion chipmaker, which is a critical supplier to Anthropic and other AI leaders. While the distraction may help rival Huawei, Beijing has more to lose if Washington tightens export controls. After insisting last month that his ties to Alice Huang - a former executive of Singapore-based customer Megaspeed - were "completely normal", the Nvidia boss did a stunning U-turn on Sunday, admitting his unfaithfulness to his wife and agreeing to cooperate in a board-led probe on whether he was the target of a foreign intelligence effort. The fallout will have sweeping consequences at what is arguably the world’s most important company in the AI boom. At the very least, it will disrupt business as usual. Nvidia says its boss is committed to lead "without interruption" but that looks challenging: Under Nvidia's "extreme co-design" workflow, Huang oversees more than 60 direct reports, an extraordinarily large number for any manager. At worst, it could turn into a full blown leadership crisis. Nvidia relies heavily on Huang even though, as of March, he owned just 3.58% of the company. There's no super voting stock, and although both his children are in the business, Nvidia has no obvious successor should the board decide he has to go. Nvidia's dealings with China will also be put under a microscope. The company's sales to the People's Republic, which are mostly comprised of less advanced processors and non-AI chips, nearly doubled to roughly $8 billion in the latest quarter, accounting for 8% of the total. Heightened scrutiny may ultimately result in Chinese firms moving faster toward domestic alternatives from Huawei and smaller challengers that are narrowing the technological gap in processors used for large-language models, robotics and cars. They are already steadily eroding the hold Nvidia has on the $90 billion AI chip market in China by developing their own software and easing migration from the US titan's products. Still, the fallout may end up hurting China's AI prospects more than it helps. Tech titans from Alibaba BABA to ByteDance legally access processors that are off limits to them in the People's Republic via overseas data centres operated by neoclouds like Megaspeed, which is active in Southeast Asia. But US authorities are also increasingly uncovering illegal chip smuggling operations via the region, casting doubt on how well export controls are enforced. The New York Times reported last year that Megaspeed, which bought billions of dollars of Nvidia processors, was under investigation for diverting chips to China. At the time, Huang insisted Nvidia had repeatedly sampled data centres around the world and found no diversion. His affair will raise awkward questions over whether his company was negligent, turned a blind eye or worse. Regardless, Washington will now face more pressure to take a harder stance on enforcing chip curbs, and perhaps even close legal workarounds. Follow Robyn Mak on X. CONTEXT NEWS Nvidia's board of directors on November 8 said it is initiating an independent investigation in light of recent media reporting on whether its founder and CEO Jensen Huang has been the target of a foreign intelligence effort. On the same day, Huang apologised for being unfaithful to his wife and said he was committed to winning back the confidence of Nvidia's board, partners and shareholders. The company added that he is committed to continuing to lead Nvidia as CEO without interruption. On November 6, the Financial Times reported that the US believed Huang had a romantic relationship with a Chinese woman who was recruited to spy for China’s Ministry of State Security intelligence agency. American officials this year wrote a memo, based on information from US intelligence, which said the Nvidia boss had been romantically involved with Alice Huang, who was at the time an executive at Megaspeed, a Singapore-based customer, the FT report added, citing people familiar with the document. Alice Huang is not related to Jensen Huang. China’s foreign ministry did not immediately respond to a Reuters request for comment. In late October, the New York Times reported that American officials had concluded Alice Huang was a Chinese intelligence asset and had developed a "close relationship" with Jensen Huang, citing sources. A year earlier, the publication reported that US Commerce Department officials had been investigating Megaspeed for helping Chinese companies sidestep American export restrictions, citing sources. Nvidia's CEO told Bloomberg News last month that his relationship and interactions with Alice Huang were related to Megaspeed and were "completely normal and not unusual".

BlackSky to Participate at Three Upcoming Investor Conferences. BlackSky Technology Inc. ( BKSY ) will participate in the following upcoming investor events in November. 17th Annual Craig-Hallum Alpha Select Conference Date: Tuesday, November 17, 2026 Location: Sheraton New York Times Square Hotel (NYC) 2026 Global Space and Defense Tech Summit Date: Wednesday, November 18, 2026 Location: Deutsche Bank Center (NYC) Panel: Brian O’Toole, BlackSky chief executive officer 7th Annual Needham Virtual Tech Week Date: Thursday, November 19, 2026 Location: Virtual For more information about the events or to schedule a one-on-one meeting with BlackSky Technology, please contact a representative at the sponsoring firm. About BlackSky Technology Inc. BlackSky is a real-time, space-based intelligence company that delivers on-demand, high frequency imagery, analytics, and high-frequency monitoring of the most critical and strategic locations, economic assets, and events in the world. BlackSky owns and operates one of the industry’s most advanced, purpose-built commercial, real-time intelligence systems that combines the power of the BlackSky Spectra® tasking and analytics software platform and our proprietary low earth orbit satellite constellation. With BlackSky, customers can see, understand and anticipate changes for a decisive strategic advantage at the tactical edge, and act not just fast, but first. BlackSky is trusted by some of the most demanding U.S. and international government agencies, commercial businesses, and organizations around the world. BlackSky is headquartered in Herndon, VA, and is publicly traded on the New York Stock Exchange as BKSY. To learn more, visit www.blacksky.com and follow us on X (Twitter). View source version on businesswire.com: https://www.businesswire.com/news/home/20261109564790/en/

Horizon Quantum and OQC Announce Successful Pulse-Level Integration of OQC’s Quantum Processing Unit and Triple Alpha Integrated Development Environment. Horizon Quantum Computing Pte. Ltd., the wholly-owned subsidiary of Horizon Quantum Holdings Ltd. ( HQ ) (“Horizon Quantum”), a pioneer of software infrastructure for quantum applications, and OQC, a global leader in quantum computing, today announced the successful pulse-level integration of OQC’s QPU with Triple Alpha, Horizon Quantum’s integrated development environment, as part of an ongoing collaboration. This integration provides access to the hardware control layer, enabling Triple Alpha users to perform pulse-level operations on the OQC’s 32-qubit device Toshiko, allowing them to build hardware characterization and gate calibration procedures within the same environment they use to develop and execute quantum applications. Characterization is a key step in preparing quantum hardware for practical use. By measuring the physical properties of QPUs, characterization helps build an understanding of processor behavior and informs the calibration of quantum gates, ultimately improving computational fidelity. QPUs need a universal gate set to execute quantum programs, and each gate must be calibrated. This process involves sending pulses to the processor, measuring qubit responses, and adjusting the pulses to achieve the desired operations. Because quantum systems are highly sensitive, frequent recalibration is necessary. The Horizon Quantum team used Triple Alpha’s pulse-level control capabilities to access OQC’s 32-qubit superconducting QPU and characterize parameters such as T1 and T2, which describe qubit relaxation and phase coherence, respectively. The team also used Triple Alpha to execute a high-level quantum program on Toshiko to perform gate calibration. The results of the collaboration demonstrate how Triple Alpha’s pulse-level control can support hardware characterization and gate calibration directly on a QPU, with the potential to streamline workflows that might otherwise rely on separate tools. Many quantum computing modalities, including superconducting systems, make use of precise electromagnetic pulses to control the QPU and drive logical operations. Programming at the pulse level requires specifying not only the precise schedule according to which pulses are transmitted to the QPU, but also specifying the physical properties of these pulses. Traditionally, this has required making use of distinct frameworks or programming languages designed specifically for pulse scheduling. Triple Alpha allows developers to harness pulse-level control within the same programming languages that are used to develop quantum applications. This portable approach lets users write programs once and execute them across different control systems. As a result, pulse-level control enables users to create and deploy characterization and calibration routines and other programs which explore the physics of the QPU itself, and integrate them into their workflow via a simple web-based API. The ongoing collaboration between Horizon Quantum and OQC reflects both companies’ commitment to unlocking broad quantum advantage and commercial applications for quantum computing. “Exposing pulse-level control of OQC processors through Triple Alpha will enable users to interact with the physics of the quantum processors, rather than just the data they contain,” said Dr. Joe Fitzsimons, CEO of Horizon Quantum. “We expect this to enable the development and implementation of new techniques for characterization, noise mitigation and improved performance. We are grateful to OQC for working with us to make this integration possible.” “Making quantum computing useful requires close integration between hardware and software,” said Simon Phillips, OQC’s Chief Product Officer. “By bringing OQC's device's pulse-level capabilities into Triple Alpha, we’re giving developers greater control to characterize qubits, calibrate gates, and build quantum programs within a single environment—a practical step towards simplifying quantum application development.” About Horizon Quantum Horizon Quantum [ HQ ] is on a mission to unlock broad quantum advantage by building the software infrastructure that empowers developers to use quantum computing to solve the world’s toughest computational problems. Founded in 2018 by Dr. Joe Fitzsimons, a leading researcher and former professor with more than two decades of experience in quantum computing, the company is bridging the gap between today’s quantum hardware and tomorrow’s applications through the creation of advanced software development tools. Its software infrastructure moves beyond the constraints of static circuit execution, making it possible for developers to express any conceivable quantum computation. Its integrated development environment, Triple Alpha, enables developers to write sophisticated, hardware-agnostic quantum programs at multiple levels of abstraction. Learn more at www.horizonquantum.com. About OQC OQC is the UK’s leading quantum computing company, building and deploying the world’s most accessible superconducting quantum computers. With its cloud-ready quantum systems, OQC enables customers across sectors, from finance to energy to national security, to explore quantum advantage today. OQC’s mission is to make quantum computing useful, accessible, and sovereign. Note to Investors Regarding Forward-Looking Statements This press release includes forward-looking statements. The expectations, estimates, and projections of the businesses of Horizon Quantum may differ from its actual results and consequently, you should not rely on these forward-looking statements as predictions of future events. Words such as “expect,” “estimate,” “anticipate,” “intend,” “may,” “will,” “could,” “should,” “potential,” “plan,” “enable,” and similar expressions are intended to identify such forward-looking statements. Actual results may differ materially and adversely from those expressed or implied in any forward-looking statements and Horizon Quantum therefore cautions against placing undue reliance on any of these forward-looking statements. Many of these factors are outside of the control of Horizon Quantum and are difficult to predict. Factors that may cause such differences include, but are not limited to: (1) references with respect to the anticipated benefits and costs, if any, of the strategic collaborations with OQC, including our ability to integrate each company’s technologies, including calibration technologies, within our quantum computing testbed and Triple Alpha platform; (2) whether exposing pulse-level control of OQC processors through Triple Alpha will enable users to interact with the physics of the quantum processors to the extent currently expected or to a lesser degree; (3) whether the development and implementation of new techniques for characterization, noise mitigation and improved performance can be achieved; (4) changes in applicable laws and regulations or political and economic developments; (5) the possibility that Horizon Quantum may be adversely affected by other economic, business and/or competitive factors; (6) difficulties operating Horizon Quantum’s quantum processors and the possibility that the quantum processors do not provide the advantages that Horizon Quantum expects; and (7) other risks and uncertainties included in the “Risk Factors” section of the Annual Report on Form 20-F filed by Horizon Quantum on April 14, 2026 with the U.S. Securities and Exchange Commission ("SEC"), as well as other documents filed or to be filed with the SEC by Horizon Quantum. The foregoing list of factors is not exclusive. New risks emerge from time to time, and it is not possible for management to predict all risks, nor can management assess the impact of all factors on the business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements. Except as required by law, Horizon Quantum undertakes no obligation to update any forward-looking statements. You should not place undue reliance upon any forward-looking statements, which speak only as of the date made. Horizon Quantum does not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in their expectations or any change in events, conditions, or circumstances on which any such statement is based, except as required by law. View source version on businesswire.com: https://www.businesswire.com/news/home/20261109741986/en/

Reporter: If I said Joe Biden is the part owner of a company and it has all of these investments from the Middle East, you would say that sounds corrupt, right? Trump: Well, he did have a lot of different things. Reporter: Sure, but why is it different for you? Trump: Because I know nothing about it. I made a lot of money before. Reporter: But then why do you need the money? Why not just divest, walk away? Trump: I do. Reporter: No, you didn’t. Trump: I have a company. My sons are in the company. It’s hard to say to them, don’t do anything anymore for four years because I’m president. Reporter: But you could divest from the company yourself and let them do whatever they want. That’s all. You’re not, like, sitting in the Oval Office thinking, Thank God I have that $50 million in World Liberty Financial, right? Trump: How do you divest from cash? Reporter: Do you think the people, the people who are investing in the company that you co-own with your sons, who are coming from foreign countries, who want things from your government, don’t you think they think that they are buying influence? Trump: I don’t know, but that’s true. Look, every president has a problem. You have people, and they work for you. And guys like you cover them, and you do profiles on them, and they become like everybody thinks that Trump loves them and everything else, which in some cases is true and some cases are not. This is true for every president, going back to George Washington. Reporter: Every president has not owned a cryptocurrency company, however. Trump: But they own something, whatever crypto was at the time. Okay, you know, there’s crypto. And before that, there was oil. Okay. And every president has had this problem.

UK PM BURNHAM: NO DECISION HAS BEEN MADE YET ON CUT TO 2030 ELECTRIC VEHICLE SALES TARGET

【最新内容：Evan @StockMKTNewz · 2026-11-09T11:56:23.000Z】 CONSTELLATION ENERGY $CEG JUST REPORTED EARNINGS EPS of $5.06 beating expectations of $3.85 🟢 Revenue of $9.55B beating expectations of $9.37B 🟢 【引用内容：WOLF @WOLF_Financial · 2026-11-09T11:52:21.000Z】 CONSTELLATION ENERGY $CEG JUST REPORTED Q3 EARNINGS - Revenue: $9.55B, beating expectations of $9.37B 🟢 - Adj EPS: $5.06, beating expectations of $3.85 🟢 - Nuclear Capacity Factor: 97.2% (+40 bps YoY) Raises FY26 Guidance: - Adj EPS: $12.50-$12.80, above expectations of

UK PM Burnham: No decision has been made yet on cut to 2030 electric vehicle sales target.

US Forces Leave A Major Airfield In Somalia After More Than A Decade

*NVIDIA SHARES DROP 5% PREMARKET

$CEG | Constellation Energy Q3 Earnings: - Adj EPS: $5.06 (est $3.85) - Adj Operating Income: $1,792M (est $2,164M) - Adj Pretax Profit: $2,231M (est $1,860M) - Adj Net Income: $1,835M (est $1,378M) - Sees FY Adjusted EPS: $12.50 To $12.80

The Logistics Report: Alphabet's Wing to Build New Texas Factory for Delivery Drones — WSJ Newsletter. By Mark R. Long Alphabet's drone unit, Wing, plans to invest up to $125 million over the next two years in a new manufacturing facility to help it meet growing demand for quicker delivery. The WSJ's Kelly Cloonan writes that the new, 15,000-square-foot-plant in Fort Worth, Texas, would have the capacity to build tens of thousands of aircraft each year and create up to 100 manufacturing jobs. The facility aims to support Wing's efforts to expand its delivery services across the U.S. The company is aiming to expand into nearly 20 U.S. markets by 2027 through its partnership with (Walmart), up from five major metropolitan areas now, including Dallas-Fort Worth, Atlanta and Houston. Last week, rival Zipline said it had expanded its partnership with Walmart and raised $1.5 billion in fresh funding, more than doubling its valuation from earlier in the year to $21.5 billion. Number of the Day $3.11 Average global spot rate to ship a kilogram of cargo by air in October, up 29% from a year earlier, according to Xeneta. Economy U.S. manufacturing employment has rebounded above levels last seen before President Trump's Liberation Day tariffs upended global trade, the WSJ's David Uberti writes. Employers added 19,000 factory jobs in October, according to the Labor Department, extending monthslong gains. Hiring was concentrated in areas including metals and machinery manufacturing, as well as chipmaking. Overall, the U.S. economy added 165,000 jobs in October, with employment increasing in professional and business-services jobs, healthcare and in transportation and warehousing. The Labor Department said the growth in courier and messenger employment and in air transportation fueled a gain of 104,000 jobs in transportation and warehousing since a recent low in February. Employment was essentially flat from a year earlier in trucking, down 2.4% in rail and up 0.56% in air transport. Automakers The U.S. is emerging as the last true profit engine for the world's carmakers-and the auto industry is racing to compete, the WSJ's Sharon Terlep writes. U.S., European and Asian automakers are all focused on making and selling cars in the U.S. because of Americans' proclivity for high-margin large pickups and SUVs and their willingness to swallow high prices. Another reason is that the market in China, for decades the path to automotive dominance, has hit a wall. Other big markets, including Europe and Japan are also sputtering. The Trump administration eliminated strict emissions rules that pushed carmakers to make EVs, while high tariffs and tech bans block low-price Chinese cars from the American market. This has pushed Detroit automakers such as General Motors to look for new revenue streams as overseas rivals target the most profitable and fastest-growing types of vehicles in the U.S.: pickup trucks, SUVs and gas-electric hybrids. "My top three priorities are: U.S.A." Hyundai CEO José Muñoz In Other News Employers at the ports of Los Angeles and Long Beach said they had agreed to a third extension of contract talks with unionized security guards, this time until Nov. 20, delaying the threat of a strike. U.S. consumer sentiment logged an unexpected increase to start November but still hovers just above historically low levels, according to the University of Michigan's monthly survey. (WSJ) China's producer-price index rose 5.7% in October from a year earlier, driven by surging energy prices and marking the fastest pace in over four years. (WSJ) German exports rose 2% in September from August, but a 4.2% rise in imports narrowed the country's trade surplus. (WSJ) Canada's unemployment rate rose to a six-month high of 6.7% in October as employers cut a net 4,700 jobs. (WSJ) A projectile hit the Saudi Aramco tower in Riyadh during a drone-and-missile attack launched by Yemen's Houthi rebels. (WSJ) Once Upon a Farm voluntarily recalled its Tractor Wheels soft-baked bars following complaints that they pose a potential choking hazard. (WSJ) Mitsui Chemicals agreed to acquire semiconductor materials maker JSR jointly with the Development Bank of Japan for about $8.8 billion. (WSJ) Tesla will wind down production of the Cybertruck at its Texas gigafactory next year, CEO Elon Musk said. (WSJ) Firefly Aerospace reached a deal worth over $1.3 billion to supply rocket engines and license propulsion technology to AST SpaceMobile. (WSJ) International Consolidated Airlines Group cut its capacity and investment expectations again, as the British Airways owner trims routes as fuel costs surge. (WSJ) The U.S. military said it fired on and disabled the dry bulk carrier Huda as it tried to break through the blockade of Iranian ports. (The Maritime Executive) Automotive supplier Lear is building an automated factory in Michigan that its CEO said will serve as a model for its automation of manufacturing worldwide. (SupplyChainDive) BNSF Railway's third-quarter revenue rose nearly 15% and net income increased about 19%, with intermodal shipments rising as truck capacity tightened, parent Berkshire Hathaway said. (TrainsPRO) Kuehne+Nagel named Daniel Randig, previously its U.S. air logistics manager, as its national manager for the U.S., succeeding Marcus Bennett. (Air Cargo News) Daimler Truck's CEO said third-quarter North American production was hindered by axle and engine supply-chain issues. (Transport Topics) About Us Mark R. Long is editor of WSJ Logistics Report. Reach him at mark.long@wsj.com. Follow the WSJ Logistics Report team on LinkedIn: Mark R. Long, Liz Young and Paul Berger. Forwarded this email by a friend? Sign up here > This article is a text version of a Wall Street Journal newsletter published earlier today.

APPLE INTELLIGENCE GENERATIVE AI SERVICE COMPLETES FILING FOR NEW USE ON APPLE TABLETS AND LAPTOPS - SHANGHAI CYBER AUTHORITY