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“Should Nvidia be covered in 2027 by a tech analyst or a financials analyst?” Hartnett

1 Counterparty Takes $0.150 Bln At Fed Reverse Repo (prev $0.125 Bln, 1 Bid)

Truist Securities maintains MACOM Technology Solns at Buy, lowers price target to $310 from $375. Truist Securities maintained MACOM Technology Solns at Buy and lowered its price target to $310 from $375, a 17.3% decrease. The price target implies an upside of 62.9% from the Nov 5 close of $190.35. Recent analyst actions on MACOM Technology Solns Date Firm Action Rating Price target 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 four most recent analyst notes published on MACOM Technology Solns over the past 30 days, price targets range from $220 to $300. 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 .

Fed's Daly: When You Step Back From 'Painful' Volatility, This Is The Kind Of Rebalancing That You Would Hope For

Canada PM Carney: We Are Talking To China About Next Steps On Trade Development - We Have More Opportunities To Provide Greater Stability To China Trading Ties

Fed's Daly: When you step back from 'painful' volatility, this is the kind of rebalancing that you would hope for

Fed's Daly: Not Worried Of Substantial Decline In Growth - Businesses Want Inflation To Come Down - Businesses Cautiously Optimistic About Outlook

Fed's Daly: Will Have To Tighten Policy Further - How Much More Tightening And When, Need More Information - Need To Be Deliberate

GSK, Moderna settle patent dispute over Moderna COVID, RSV shots. By Blake Brittain British drugmaker GSK GSK has settled lawsuits that accused Moderna's MRNA COVID-19 vaccines Spikevax and mNEXSPIKE and RSV shot mResvia of infringing its patents, the companies said on Friday. Moderna said in a Friday press release that it settled GSK's patent litigation in the US and Europe on October 28 and that the companies "granted patent cross-licenses in the field of infectious disease and are not obligated to make payments of any kind in connection with such licenses." A GSK spokesperson said the company was "pleased to have reached a resolution that provides clarity for both companies and enables continued focus on advancing innovation for patients." The companies asked a Delaware federal court on Friday to dismiss GSK's US infringement claims with prejudice, which means they cannot be refiled GSK sued Moderna in 2024 over lipid nanoparticle technology used in the vaccines to transport fragile messenger RNA (mRNA) into the human body GSK separately filed a similar lawsuit against Pfizer and BioNTech over their COVID-19 vaccine earlier that year, which is still ongoing The lawsuits are part of a web of US court cases involving Pfizer, BioNTech and Moderna over patent royalties for technology used in their COVID vaccines, including one brought by Moderna against Pfizer in 2022

Canada's Prime Minister Carney: We are talking to China about next steps on trade development

FED'S DALY: WILL HAVE TO TIGHTEN POLICY FURTHER

ROTARY OIL RIGS: 463 (PREV 462)

BAKER HUGHES RIG COUNT 6-NOV: 604 (PREV 603)

Council of Economic Advisers Chair Phelan: Don't think the Fed will see the job report as inflationary

Fed's Daly On CNBC: Job Report Good News - Wage Growth Isn't Booming, Real Wages Are Falling - Feel Hopeful When Think About American Workforce - On Inflation, Would Like Confidence To Be Higher - High Inflation For Too Long - Inflation Has To Be Number 1 Priority - Strong Labor Market Gives Fed Latitude To Get Job Done On Inflation - Sept Rate Hike Was Right Move, Also Good To Be On Hold At Last Meeting - Uncertainty On Tariffs, War, AI, But Inflation Is More Stubborn Than Would Like

Fed's Daly: Businesses are cautiously optimistic about outlook

Fed's Daly: If AI repricing signals slowing of demand growth might come down a little

Fed's Daly: AI repricing trade has been orderly so far

Fed's Daly: Was good to hold at the last meeting due to uncertainty

Fed's Daly: Jobs report is good news

DALY: WOULD LIKE MY CONFIDENCE ABOUT INFLATION TO BE HIGHER

Fed's Daly: Will have to tighten policy further

Fed's Daly: Solid job market gives latitude to get inflation job done

FED'S DALY WELCOMES STRONG JOBS REPORT BUT WARNS ON INFLATION Fed's Mary Daly calls October's jobs report “good news”, expressing optimism about the US workforce. However, she stresses that wage growth isn't booming and real wages are falling. On inflation, Daly says prices have been rising too quickly for too long and she wants greater confidence in the inflation outlook.

Fed's Daly: I would like my confidence about inflation to be higher

FED'S DALY: JOBS REPORT IS GOOD NEWS FOR AMERICAN WORKERS

【最新内容：Evan @StockMKTNewz · 2026-11-06T18:04:46.000Z】 SHAY BOLOOR IS ON THE SHOW RIGHT NOW 【引用内容：Evan @StockMKTNewz · 2026-11-06T15:52:26.000Z】 What’s Happening in the AI Trade: Anthropic IPO All-Day Livestream https://x.com/i/broadcasts/2POMpraYWyrnbP…

Fed's Daly: Wage growth isn't booming

Fed's Daly: Job report good news - CNBC

Meta's Muse launches spaces for custom in-app experiences, letting users build personalized spaces via prompts $META

The Chip Stock Bloodbath Is a Case Study in the Risks of Leveraged ETFs — Barrons.com. By Paul R. La Monica Semiconductor stocks have been shellacked in the latest AI selloff. But if you want to see real pain, take a look at the riskier funds that try to double the daily returns on stocks like Sandisk and Micron Technology. Single-stock leveraged ETFs use complicated derivatives such as options, swaps, and futures to enhance the daily performance of the individual stock or index it tracks, typically by two times. That's great news for investors on days when the stocks these ETFs track go up. But they didn't go that way on Thursday. So when Sandisk tumbled 22%, the T-REX 2X Long SNDK Daily Target ETF plunged 44%. That's just one example. The GraniteShares 2x Long MU Daily ETF, Leverage Shares 2X Long AMD Daily ETF and Direxion Daily MRVL Bull 2X ETF, which track Micron, AMD and Marvell Technology, respectively, all took nasty tumbles Thursday. There was some relief Friday, with most of the AI-related leveraged single-stock ETFs gaining more than 5% as tech stocks rebounded. But the problem for any investors that hold on to these types of ETFs for more than a trading day is that the returns compound, meaning that they are much riskier than the average investor might suspect. Look at T-REX's long Sandisk ETF for example. It has plunged 93% from its 52-week high. These funds are not meant to be bought and held for much more than a day. In fairness to the companies that offer these ETFs, they typically go out of their way to warn investors of the risks tied to long-term ownership of these funds. REX Shares, one of the co-creators of the T-Rex Funds, says in a section on its website for example that "because daily returns compound, returns over periods longer than one day are very likely to differ from the stated multiple." Of course, traders taking the opposite view and buying leveraged inverse, or short, ETFs tied to certain stocks have made out handsomely on big down days. The Tradr 2X Short SNDK Daily ETF surged 44% Thursday. Still, it plummeted 25% Friday morning as Sandisk rebounded. What's more, leveraged short ETFs also reset daily. So they don't do as well over a longer stretch even if the stock they track is in a bearish trend. Just look at Tradr's Sandisk short ETF. It's actually down 2% during the past three months even though Sandisk has tumbled 28% during the same time frame. So any investor in leveraged ETFs needs to be incredibly active. Scott Opsal, director of investment strategies for The Leuthold Group, said in a report in late October that even though "leveraged ETFs may offer the prospect of retiring in luxury...they come with considerable mental pain along the way." The increased popularity of leveraged ETFs is also a potential problem for investors that don't even own or trade them. That's because the daily selling on down days may magnify market losses. Equity derivatives strategists at J.P. Morgan Securities said in a report that Thursday's big selloff was the second time in a week that levered ETFs were forced to sell late in the trading day. The J.P. Morgan strategists estimated that these funds sold more than $60 billion of stocks into the closing bell — and that 90% of that was tied to chip stocks, funds tied to the Nasdaq 100 index as well as the State Street Technology Select Sector SPDR ETF. So the rise of ETFs tied to actively traded tech stocks, as well as recent IPOs such as SpaceX and the U.S.-listing of South Korean memory chip giant SK Hynix, should be a cause for concern. But the trend of single-stock ETFs isn't likely to slow down anytime soon. Many fund companies already have plans to launch leveraged ETFs (both long and short) tied to Anthropic once the Claude developer goes public — although there are questions about whether Anthropic may need to alter its plans in light of the recent market volatility. Write to Paul R. La Monica at paul.lamonica@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.

Baker Hughes Rig Count 6-Nov: 604 (prev 603) - Rotary Gas Rigs: 131 (prev 130) - Rotary Oil Rigs: 463 (prev 462)

US BAKER HUGHES OIL RIG COUNT ACTUAL 463 (FORECAST -, PREVIOUS 462) $MACRO

US BAKER HUGHES TOTAL RIG COUNT ACTUAL 604 (FORECAST -, PREVIOUS 603) $MACRO

CANADA PM CARNEY: WE WILL CONTINUE TO WORK WITH THE AMERICANS TO GET A TRADE DEAL THAT WORKS FOR CANADA

AI Designer Babies? Thiel-Backed Startup Claims 14-Point IQ Boost

Correction to Monthly Monitor on Oct. 5 — WSJ. Bond funds focused on investment-grade debt had a year-to-date decline of 3.0% as of the end of the third quarter. "Quarterly Monitor: Funds Cling to 10.3% Gain in 2026," at 2 a.m. ET on Oct. 5, incorrectly said 3.0% gain, not decline.

Correction to Monthly Monitor on Oct. 5 — WSJ. Bond funds focused on investment-grade debt had a year-to-date decline of 3.0% as of the end of the third quarter. "Stock Funds Cling to a 10.3% Gain for 2026 — WSJ," at 10:00 a.m. ET on Oct. 4, incorrectly said 3.0% gain, not decline.

Canada PM Carney: We Will Continue To Work With The Americans To Get A Trade Deal That Works For Canada

Axon Enterprise Price Target Cut to $615.00/Share From $735.00 by RBC Capital. Ratings actions from Benzinga: https://www.benzinga.com/quote/AXON/analyst-ratings (17:57 GMT) Axon Enterprise Is Maintained at Outperform by RBC Capital Ratings actions from Benzinga: https://www.benzinga.com/quote/AXON/analyst-ratings

Canada's PM Carney: We will continue to work with the Americans to get a trade deal that works for Canada.

Anthropic's Implied Pre-IPO Valuation Implodes On Hyperliquid As Delay Risks Mount [链接预览] Is Anthropic About To Delay The Biggest IPO Ever?

Investors Seek Financing Visibility From CoreWeave, Nebius Earnings — Market Talk. As neoclouds CoreWeave and Nebius report their third-quarter results, investors will be looking for a clear path for both companies to finance both their existing contracted capacity and planned future projects, Morgan Stanley analysts write in a note. The prints will follow a midterms-fueled tech rout, with CoreWeave down 50% over the past month and Nebius down 48%. As a result, earnings expectations are likely balanced for both stocks, meaning that clarity on financing could earn some investor confidence, the analysts write. "All in, share performance has been volatile for AI infrastructure vendors over the trailing three-month period and we continue to exercise caution," they write. "That said, greater visibility into deployment strategy and financing needs would likely be well received thereby supporting a positive T+1 move." (elias.schisgall@wsj.com)

Microsoft is winding down Oracle deal to rent AI cloud capacity, Bloomberg News reports. Microsoft MSFT is winding down an arrangement to rent AI computing from Oracle ORCL as part of a larger reassessment of billions of dollars in cloud partnerships, Bloomberg News reported on Friday, citing people familiar with the matter. Oracle shares were down nearly 3% in afternoon trading, while Microsoft was little changed. Microsoft has been turning off rented computing capacity from Oracle in recent months after declining to renew the contract, according to the report. Over time, the computing capacity Microsoft was renting became less valuable as it no longer met the company's evolving needs, the report added. Microsoft and Oracle did not immediately respond to Reuters’ requests for comment.

【最新内容：zerohedge @zerohedge · 2026-11-06T17:53:12.000Z】 "leaders at MSFT have grown frustrated with the neocloud providers over high costs and delays" - BBG 【引用内容：zerohedge @zerohedge · 2026-11-06T16:32:19.000Z】 Hey guys, any updates here? x.com/Oracle/status/…

GOP Rep Massie Plans Articles Of Impeachment Against Hegseth - NBC

Microsoft is reportedly winding down it's Oracle deal to wind down AI cloud capacity

US NY Fed GDP Nowcast Q4: 2.94% (prev 2.90%)

RBC Capital maintains Axon Enterprise at Outperform, lowers price target to $615 from $735. RBC Capital maintained Axon Enterprise at Outperform and lowered its price target to $615 from $735, a 16.3% decrease. The price target implies an upside of 60.8% from the Nov 5 close of $382.56. Recent analyst actions on Axon Enterprise Date Firm Action Rating Price target Nov 6 Piper Sandler Reiterates Overweight $540 Nov 6 Needham Maintains Buy $500 Oct 26 TD Cowen Maintains Buy $800 Across the three 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 .

Microsoft is winding down Oracle deal to rent AI cloud capacity, Bloomberg News reports. Microsoft MSFT is winding down an arrangement to rent AI computing from Oracle ORCL as part of a larger reassessment of billions of dollars in cloud partnerships, Bloomberg news reported on Friday, citing people familiar with the matter.