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Pope Leo, Fresh From Cancer Surgery, Calls For Universal Health Care "In Every Society"

IRAN'S BAGHAEI: US IRON GATE TASK FORCE IS A WAY TO DEFLECT FROM US MIDTERMS RESULTS

Iran's Baghaei: US iron gate task force is a way to deflect from US midterms results.

Fire at Russia's Kirishi refinery localized - Governor

UNICREDIT CEO SAYS HAPPY TO REMAIN CLOSE TO 50% OF COMMERZBANK

FX option expiries for 9 November 10am New York cut

A Possible Replacement for Nvidia's Huang Not Immediately Clear — Market Talk. A replacement for Nvidia CEO Jensen Huang isn't immediately clear should he find himself unwilling, or unable, to lead, Bernstein analysts write. "Nvidia is not an ordinary company and Jensen is not an ordinary CEO; he IS NVIDIA," they say. Over the weekend the company said it was investigating reports that Huang had been targeted by foreign intelligence during an affair with a suspected Chinese agent. Bernstein has an outperform rating on the stock and a $400 target price. Shares closed Friday at $186.64. (ian.walker@wsj.com)

ASE Technology's Unit Acquires Machinery Equipment For T$2.03 Bln. ASE Technology Holding Co., Ltd. 3711 : UNIT ACQUIRES MACHINERY EQUIPMENT FOR T$2.03 BILLION ($61.88 million) ($1 = 32.8050 Taiwan dollars)

IRAN'S BAGHAEI: HOWEVER STRONG PRESSURES ARE, THEY SHOULD NOT IMPACT THE STRONG BILATERAL TIES BETWEEN IRAN AND IRAQ

Iran's Baghaei: However strong pressures are, they should not impact the strong bilateral ties between Iran and Iraq.

@TradeFloorAudio: [转推] LiveSquawk reposted *Todays Scheduled CB Speakers* ALL TIMES GMT Fed Bowman 1.40pm Fed Goolsbee 3pm NY Fed CPI Expectations 4pm Fed Barkin 5.15pm ECB Cipollone 4pm BoE Bailey 5.25pm

IRAN FOREIGN MINISTRY SPOKESPERSON BAGHAEI: IRAN'S TWO-DAY PROPOSAL IS THE MOST REASONABLE PROPOSAL ON THE TABLE

Iran Foreign Ministry Spokesperson Baghaei: Iran's two-day proposal is the most reasonable proposal on the table.

Tesla to refund many Cybertruck deposits as demand exceeds production, Musk says. Tesla will have to refund Cybertruck deposits for many customers because orders far exceed production capacity, CEO Elon Musk said on Monday. "We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people," Musk said in a post on X.

ONE PERSON KILLED IN DRONE ATTACK ON THE REGION SAYS GOVERNOR

OIL REFINERY IN RUSSIA'S LENINGRAD REGION SET ABLAZE AFTER DRONE ATTACK SAYS GOVERNOR

NVIDIA FALLS 6 PCT ON TRADEGATE VS FRIDAY US CLOSE ON HUANG PROBE

MUSK SAYS THE CYBERTRUCK ORDER RATE FAR EXCEEDS OUR PRODUCTION RATE

CHINA'S FOREIGN MINISTRY SAYS ON TRUMP SAYS HE WILL LIKELY BE MEETING PUTIN, XI IN SHENZHEN: CHINA IS IN COMMUNICATION WITH RELEVANT PARTIES ON MEETING OF CHINA, RUSSIA, US LEADERS

CHINA FOREIGN MINISTRY SAYS ON NVIDIA'S JENSEN HUANG FOREIGN SPYING PROBE: SO-CALLED CHINESE SPY NARRATIVE IS COMPLETELY UNSUBSTANTIATED

CHINA'S FOREIGN MINISTRY SAYS SLOVAK FOREIGN MINISTER TO VISIT CHINA NOV 10-11

@elonmusk: 【最新内容：Elon Musk @elonmusk · 2026-11-09T07:20:37.000Z】 [转推] LiveSquawk reposted The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people. 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. 【引用内容：jimmah @jamesdouma · 2026-11-08T16:01:41.000Z】 Seriously. It’s incomparable. But cars are going to become robots, their forms and functions will change, and we won’t be coming back to this moment. Get it while you can. x.com/elonmusk/statu…

Elon Musk Backs Google Co-Founder Larry Page's 'Accurate' Prediction That 99.999% of Computing Could Move to Space. Space Exploration Technologies Corp. SPCX CEO Elon Musk backed a forecast attributed to Alphabet Inc. ‘s GOOGL GOOG Google co-founder Larry Page that nearly all future computing capacity could eventually operate in space. Musk took to X on Sunday and wrote "Larry Page has made many accurate predictions and this is one of them." His post accompanied a clip from the November 4 episode of the Invest Like the Best podcast, hosted by Patrick O’Shaughnessy and featuring Martin Casado . O’Shaughnessy said he had "heard this story recently" about someone asking Page how much computing would eventually be located in orbit. Page’s reported answer was "five nines," or 99.999%. Casado opined that this could be driven by regulatory obstacles, including hundreds of proposed U.S. bills limiting new data center construction. Elon Musk @elonmusk Larry Page has made many accurate predictions and this is one of them https://t.co/HE2ro6Z2ey Nov 08, 2026 Google TPUs Generate First AI Response in Orbit The prediction arrives as companies examine whether space could support AI hardware, potentially avoiding some terrestrial infrastructure constraints. In September, Google CEO Sundar Pichai announced that Project Suncatcher will test the company’s AI chips, Tensor Processing Units (TPUs), in space for the first time. The prototype satellite will launch aboard SpaceX’s Transporter-18 rideshare mission in collaboration with Planet Labs, evaluating whether the chips can withstand and operate in space. Elon Musk backed the initiative, responding to Pichai’s announcement with two rocket emojis. One month later, the company announced that it completed initial commissioning tests, successfully powering up its host and TPU trays and running early machine learning workloads. It then achieved a milestone by generating the first AI response from a data center-class TPU in orbit, using its onboard Gemma 4 model to create a haiku about space. Musk’s Ambitious Space Data Center Plan Earlier this month, Elon Musk said cooling AI data centers in space could be easier than on Earth, citing aluminum radiators as a potential solution. Musk estimated that radiators facing away from the Sun could dissipate about 1,300 watts of heat per square meter by radiating heat toward the near-absolute-zero temperatures of deep space. SemiAnalysis said SpaceX is targeting 13 gigawatts (GW) of AI computing capacity within 18 months, potentially making it the world’s largest data center operator. The research firm called it the biggest data center infrastructure buildout by a single company over such a short period, noting that SpaceX aims to achieve in 1.5 years what took Google nearly three decades (1999–2026) to build.

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@GFXFTs: [转推] LiveSquawk reposted 🚨 GGMA Markets Briefing: Asian Stocks Rebound, Oil Falls on Trump's Iran Comments 🌏 Asian stocks rebounded from their biggest selloff in more than 18 months, led by Taiwan after authorities curbed short selling. 🇺🇸 Nvidia's board opened a probe into whether chief executive Jensen Huang was the target of a foreign intelligence effort. 🛢️ Oil fell after President Trump said further strikes on Iran are highly unlikely if talks progress, but Marco Rubio sees no breakthrough. 🏦 Fed officials stayed firm on inflation after strong US payrolls, and ECB President Lagarde signalled that a December rate rise remains on track. 🇨🇦 Canada lost jobs for a third straight month, and the Canadian dollar had its worst week since September. 🇨🇳 China's producer prices rose at the fastest pace since June 2022, while consumer inflation slowed. Today's Macro Roadmap: Fed Vice Chair for Supervision Michelle Bowman speaks at 14:40 CET, and Chicago Fed President Austan Goolsbee speaks at 16:00 CET. ECB Executive Board member Piero Cipollone speaks at 17:00 CET, Richmond Fed President Thomas Barkin speaks at 18:15 CET, and BoE Governor Andrew Bailey speaks at 18:25 CET. Try GGMA free for 30 days, no credit card needed: http://ggma-app.com/sign-up?utm_source=x&utm_medium=social&utm_campaign=brief-09112026… Read the full article on our website for free: https://ggma-app.com/public-article/asian-stocks-rebound-oil-falls-on-trump-s-iran-comments-234?utm_source=x&utm_medium=social&utm_campaign=brief-09112026…

Germany Trade Balance (EUR) SA Sep: 15.6B (est 19.4B; prev 19.5B; prev R 17.9B) - Exports SA (M/M): 2.0% (est 0.5%; prev -0.8%; prev R -0.4%) - Imports SA (M/M): 4.2% (est 0.5%; prev 0.9%; prev R 0.6%)

Norway PPI Including Oil (Y/Y) Oct: 59.0% (prev 48.8%) - PPI Including Oil (M/M): 6.7% (prev 12.4%)

GERMANY (SEP) IMPORTS SA MOM ACTUAL: 4.2% VS 0.9% PREVIOUS;EST 0.5%

GERMANY (SEP) EXPORTS SA MOM ACTUAL: 2% VS -0.8% PREVIOUS;EST 0.5%

GERMANY (SEP) TRADE BALANCE SA ACTUAL: 15.6B VS 19.5B PREVIOUS;EST 19.4B

GERMAN EXPORTS MOM SA ACTUAL 2% (FORECAST 0.5%, PREVIOUS -0.8%) $MACRO

GERMAN IMPORTS MOM SA ACTUAL 4.2% (FORECAST 0.5%, PREVIOUS 0.9%) $MACRO

'A Working Group For War And Peace': Three Hours In The Kremlin

GERMAN TRADE BALANCE SA ACTUAL 15.6B (FORECAST 19.4B, PREVIOUS 19.5B) $MACRO

South Korea Watching for Potential Shift in US AI Data Centre Investment: Vice Science Minister

South Korea Industry Minister: Experts say unlike in the stock market, AI investment in the real economy is still robust.

South Korea Industry Minister: Do not believe AI investment will slow due to us midterm election - Yonhap.

Experts See Strong AI Investment in South Korea’s Real Economy, Unlike Stock Market: FinMin

What we know about Nvidia's probe into CEO Jensen Huang. Nvidia NVDA CEO Jensen Huang faces a board probe into whether he was the target of a foreign intelligence effort after a media report linked him to a Chinese businesswoman accused of passing information to Beijing. The New York Times reported last month that Huang had a relationship with Alice Huang, an unrelated former executive of Singapore-based company Megaspeed, who US authorities investigated and concluded was a Chinese ​intelligence asset. Here is what is known about Huang's background and his pivotal role at chipmaker Nvidia as well as the US scrutiny of Megaspeed and Alice Huang. WHO IS JENSEN HUANG? Huang, 63, co-founded Nvidia in 1993 with Chris Malachowsky and Curtis Priem and has led the company ever since, making him one of Silicon Valley's longest-serving founder CEOs. Born in Taiwan and raised in the US, Huang became one of the most powerful figures in the AI revolution as he transformed Nvidia from a maker of video-game graphics chips into the world's dominant supplier of AI processors. His trademark leather jackets and high-profile product launches have made him one of the few corporate leaders in the world synonymous with their companies. Huang has been married for decades to Lori Huang, whom he met while studying engineering. The couple have two children who both work at Nvidia. Their daughter Madison Huang is a senior director of product and technical marketing for physical AI platforms at Nvidia, while their son Spencer Huang manages robotics software products. Huang said on Sunday in a message to employees that he had been unfaithful to his wife and took "full responsibility" for his actions. WHAT DOES NVIDIA DO? Nvidia's chip designs have been at the heart of major technology trends from video games to self-driving cars to cloud computing and AI. Under Huang's leadership, the company bet early on AI, and when ChatGPT launched in late 2022, Nvidia's chips were already positioned at the center of a surge in demand for AI computing. Nvidia has become one of the world's most valuable businesses and a critical supplier to major technology firms, with its valuation surging from $420 billion in late 2022 to $4.5 trillion as of November 6. WHO IS ALICE HUANG AND WHAT IS MEGASPEED? The US has been investigating Megaspeed, a Singapore-based cloud computing firm and an Nvidia customer, over suspicions that it helped Beijing gain access to Nvidia's advanced AI chips that are barred from shipment to China. The New York Times last month reported that Alice Huang, a Chinese citizen, had developed a close relationship with the Nvidia boss and allegedly fed information directly to Beijing. Reuters could not independently verify the claims made in the report, nor could it verify Alice Huang's current employment status with Megaspeed. According to its website, Megaspeed is an Nvidia Cloud Partner in the Asia-Pacific region, with Nvidia's GB200 NVL72 and HGX H100 chips on offer. Megaspeed did not respond immediately to a request for comment on Monday, a public holiday in Singapore. Alice Huang did not respond to the New York Times last month when it first reported her relationship with Huang, and Reuters could not determine her location to seek comment on Monday. WHAT NATIONAL SECURITY ISSUES COULD BE INVOLVED? Nvidia sits at the center of the technological rivalry between the United States and China. Washington has imposed restrictions on exports of advanced AI chips to China since 2022. The controversy over Huang's contacts with Alice Huang comes at a vulnerable time for Nvidia. Investors are already fretting about the sustainability of the AI boom that helped drive the company's rise. The board probe raises fresh questions about the future of the executive most closely associated with its success. Senior Republicans in the US House of Representatives have already sought briefings from Huang following the New York Times report, citing national security concerns. Nvidia has said its board has "no reason to believe" US national security or company secrets were affected, though an independent committee of directors will review all available information. HOW WILL NVIDIA CONDUCT ITS PROBE? The company said a committee of independent directors, assisted by outside independent counsel, will oversee the investigation. Huang fully supports the review and has committed to cooperating with it, Nvidia said in a statement.

Romania’s Second Nuclear Reactor Set for Grid Reconnection on November 10: Nuclearelectrica

South Korean Minister Says US Midterm Election Unlikely to Slow AI Investment: Yonhap

DAX Futures Slip 0.1%, While Euro Stoxx 50 and FTSE Futures Hold Steady

US Stock Futures Mixed: Nasdaq Down 0.1%, S&P 500 Up 0.4%

Kiwi Rises 1% Against the US Dollar to $0.5600

Nvidia Futures, Overnight Stock Trading Fall as Board Probes Reports CEO Was Spy Target — Update. By Jiahui Huang Nvidia futures and shares in overnight trading fell as investors assessed the consequences of investigations into Chief Executive Jensen Huang's affair with an industry executive suspected of working for Chinese intelligence. The declines came as Nvidia's board said it is launching a probe into reports that its chief executive has been the target of a foreign espionage effort. U.S. officials last year concluded that Chinese citizen Alice Huang, then a top executive at Megaspeed International, was sharing information with the Chinese government while working with Nvidia to build data centers in Asia, The Wall Street Journal reported earlier. Huang, who also goes by Huang Le, isn't related to the Nvidia CEO. On Sunday, Jensen Huang apologized to his staff for being unfaithful to his wife. The company's board said Sunday that it has no reason to believe either Nvidia's secrets or national security were compromised and expressed confidence in the CEO's leadership. A committee of independent directors helped by outside counsel would oversee the probe, the board said in a statement, and the "inquiry will examine all available information." At a minimum, analysts expect the investigation to spark congressional inquiries and create an overhang on the stock. Jensen Huang will likely continue as CEO without interruption in the near term, analysts at Yorkville Ives said. However, they noted the possibility of him being removed from his role depending on the board investigation. "This will add risk to the stock, as he is so important to the Nvidia story and strategy globally," Dan Ives and others wrote in a note. On a broader level, the matter will increase U.S. scrutiny of the sale of chips to China, which remains a key battleground issue in Washington, the analysts said. Jukan Choe of Citrini Research echoed the sentiment, noting Jensen Huang's outsize influence over Nvidia and the company's lack of an obvious successor. Nvidia's ability to retain a startup-like culture despite its size has been largely driven by its co-founder, Choe said. Concerns may emerge that innovation could slow if his leadership is weakened, he added. Nvidia futures on CME's Globex were last down 4.7% at $178.77 on Monday, while Nasdaq futures were 0.1% higher. The AI chip leader's shares were recently 4.7% lower at $177.90 on Blue Ocean's overnight session. Shares in Nvidia, roughly flat so far this year, are off about 22% from their peak in October. Semiconductor stocks sold off last week as the Democrats' midterm election victory supercharged anxieties over an artificial-intelligence trade that had been building for weeks. Sherry Qin contributed to the article. Write to Jiahui Huang at jiahui.huang@wsj.com

Chinese Middle East Envoy Meets Iran’s Deputy National Security Council Secretary During Tehran Visit

Chinese Foreign Ministry Says Beijing Seeks Further Progress in Bilateral Relations

Hannover Re 9M Earnings: - Net Income: €2.10B, Up 5% Y/Y - EBIT: €2.90B, Up 16% Y/Y - Still Sees FY Net Income At Least €2.7B (est €2.79B) - Full-Year Guidance For 2026 Confirmed

SoftBank Corp Q2 Earnings: - Operating Income: ¥339.84B (est ¥339.15B) - Sees FY Net Income: ¥610.00B (prev ¥560.00B) - Still Sees FY Dividend: ¥8.80 (est ¥8.93) - Still Sees FY Operating Income: ¥1.16T (prev ¥1.10T)

China Maintains Crypto Crackdown as Central Bank Vows to Probe Solana - SCMP