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NVDA Stock Falls Over 5% Pre-Market: Trump Backs Jensen Huang to Stay as Nvidia CEO, Says 'You Never Know What is Going on'. Nvidia Corp . NVDA shares fell 5.22% in premarket trading Monday after the board announced an independent review following CEO Jensen Huang ’s disclosure of a romantic relationship with a woman suspected of having ties to Chinese intelligence. Speaking to reporters on Sunday, President Donald Trump praised Huang as an “honorable” person and credited his “amazing” contributions to the U.S., while saying he had not discussed the scandal with Huang. “I just know he’s a ​fine person, but you never know what is going on,” Trump said. “I hope everything’s fine.” The President said he would be willing to have Huang accompany him on his upcoming Asia trip. When asked if Huang should continue as the CEO of Nvidia, Trump said, “I think so…oh yeah, sure.” Rubio Declines to Comment on Huang Secretary of State Marco Rubio oversaw a classified memo warning senior Trump administration officials about Huang’s alleged close relationship with a suspected Chinese spy, reported the New York Times. The memo was circulated ahead of Trump’s May trip to China, following an earlier intelligence briefing to Trump about the woman. Addressing the press ahead of leaving for the G7 meeting in Paris, Rubio said, “I just can’t comment because of the nature of it and I also can’t comment on an internal corporate matter that’s going on with Nvidia inside.” Analysts Warn of Leadership Fallout Yorkville Ives partner Dan Ives warned that the controversy involving Jensen Huang and Chinese businesswoman Alice Huang , also known as Huang Le , could trigger congressional inquiries and create an overhang for the chipmaker, describing it as a “black eye moment” for the CEO. Investor Gary Black said he doubts Huang can retain his position as the company’s CEO, arguing that scrutiny of his conduct and judgment could prompt the board to remove him , despite no evidence of criminal or civil wrongdoing. Price Action : Over the past month, Nvidia stock has declined 21.99%, as per Benzinga Pro . On Friday, the stock closed 2.78% higher at $186.64, reversing the previous session’s tech sell-off.

Stocks edge up but Nvidia woes pose a fresh test, oil falls. By Dhara Ranasinghe and Jiaxing Li World stock markets nudged up from six-month lows on Monday, but the mood was fragile as a fall in Nvidia shares added to the unease hanging over AI following last week's global rout in tech shares. Nvidia NVDA shares fell just over 4% in pre-market trading after an internal investigation into whether CEO Jensen Huang had been targeted by a foreign intelligence effort put his future at the AI chipmaker under scrutiny. As European trade got under way, Nasdaq stock futures NQ1! were flat, having traded negative earlier on. European shares eked out modest gains SXXP as shares in Asia rallied and Japan's blue-chip Nikkei rose over 2% NI225 , with a fall in oil prices offering some comfort to world markets. Global stocks have been under pressure in recent weeks with the AI trade crumbling amid rising interest rates, and sweeping Democratic wins in the US midterm elections deepening worries about increased regulation of AI and data centres. Analysts said the outlook remained cautious with the selloff in Nvidia shares the latest test of investor sentiment. "For now, the repercussions across the wider chip industry look relatively limited although the scandal could disrupt the tech rebound," said Susannah Streeter, chief investment strategist at investment platform the Wealth Club. MSCI's broadest index of Asia-Pacific shares outside Japan (.MISX00000PUS) rose 1.25% after sliding 4.6% last week. Taiwan's benchmark TWSE:TAIEX rose almost 5% after notching up its steepest weekly drop in two decades last week. All this left MSCI's World Stock Index EURONEXT:IACWI up 0.4%, holding above six-month lows hit last week. Earnings reports due this week from tech companies including CoreWeave CRWV , Applied Materials AMAT and Cisco Systems CSCO are set to put the profitability of AI ambitions to the test amid the massive costs of the build-out. CoreWeave has become a barometer of investor anxiety over AI, and the cost of insuring its debt has spiked into distressed territory recently. "The only fundamental this week that matters is price," said Chris Weston, head of research at brokerage Pepperstone in Melbourne. "You could easily see a lot of people going, 'You know what, now's the time to buy — blood on the streets. It's not as bad as everyone thinks,'" he said. "It will be driven by flow, and fundamentals will mean very little." OIL PRICES EASE Brent crude BRN1! fell 2% to $96.29 per barrel after US President Donald Trump said on Sunday he was highly unlikely to order fresh attacks on Iran as long as talks to end the conflict progress. Still, elevated oil prices continued to hang over the world economy. China's factory-gate inflation accelerated to its fastest pace in more than four years while consumer inflation cooled in October, reflecting persistent cost pressures from higher oil prices despite weak domestic demand. Market attention turned to US CPI numbers on Tuesday, with bets for a December Federal Reserve rate hike rising after Friday's blowout jobs report showed US employers added 165,000 jobs last month. Money markets price in a roughly 80% chance of a quarter-point Fed rate hike in December. That pricing had briefly pulled back last week as the slide in tech shares raised economic growth worries. The dollar was broadly soft after Friday's strong gains. The dollar index DXY , which tracks the greenback against a basket of currencies of other major trading partners, was 0.3% lower at 101.88, having notched up its biggest one-day gain since June on Friday. The euro rose 0.4% to $1.11 EURUSD , holding above its lowest level in roughly 1-1/2 years, which it hit last month. In cryptocurrencies, bitcoin BTCUSD rose 0.5% to $74,397, after touching its lowest levels in over two months as investors fretted that a Democratic-controlled US Congress would toughen regulation on digital assets. Elsewhere, several Chinese banks are sharply lifting dollar deposit rates, in some cases above US benchmarks, in unusually swift moves that bankers say are attracting cash and could temper gains for China's yuan, according to a Reuters report.

CHINA DENIES ESPIONAGE ALLEGATIONS INVOLVING NVIDIA CEO China has rejected reports that its intelligence services targeted Nvidia ($NVDA ) CEO Jensen Huang, calling the allegations groundless speculation and slander. The denial follows reports that US authorities suspect Alice Huang, a former Megaspeed International executive, of providing information to Chinese intelligence while in a relationship with Nvidia's CEO. Nvidia's board announced an independent investigation into the alleged foreign intelligence operation on Sunday.

$NVDA - NVIDIA DOWNGRADED TO HOLD AS $165 BILLION AI FINANCING EXPOSURE RAISES CONCERNS Aletheia Capital has downgraded Nvidia from Buy to Hold and withdrawn its $340 price target, citing growing financial risks from its AI Computing Partner program and potential internal turmoil. Analyst Stefan Chang estimates Nvidia's financial commitments have surged more than tenfold to $165 billion, including $105 billion tied to an Ohio data-center project. CoreWeave, Nebius and IREN alone could require $124 billion over the next 12–15 months, potentially rising to $450–500 billion by 2030.

China Dismisses Reports of Plot to Spy on Nvidia's Huang — WSJ. By WSJ Staff Beijing denied reports that there was a Chinese plot to to spy on Nvidia CEO Jensen Huang. "The narrative about so-called Chinese spies is entirely based on groundless speculation-it is nothing more than slander and smearing," Minister of Foreign Affairs spokesman Guo Jiakun said today. The Wall Street Journal and other outlets have reported that the U.S. government believes Alice Huang, a former top executive of Megaspeed International, a Singapore-based data-center company that works with Nvidia, was providing information to China's intelligence services while in a relationship with Huang. Yesterday, Nvidia's board of directors said it was launching an investigation into reports that Huang had been the target of a foreign intelligence effort. This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

Nvidia Shares Drop as Board Launches Probe — 2nd Update. By Jiahui Huang Nvidia shares fell premarket 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 decline 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. Jensen Huang apologized to his staff Sunday for being unfaithful to his wife. The company's board on Sunday said 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 will oversee the probe, the board said in a statement, and the "inquiry will examine all available information." China's Foreign Ministry rejected the allegations of spying, saying Monday that claims the woman named in the Nvidia CEO's affair has ties to Chinese intelligence are "unfounded." Analysts said that, at a minimum, the investigation would 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. Shares in the AI chip leader were recently 5.4% lower in premarket trading Monday. 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

GE Vernova Announces Agreement To Supply Wind Turbines To Stadtwerke Heidenheim AG In Germany. GE Vernova Inc. GEV : GE VERNOVA CONTINUES WIND ENERGY EXPANSION IN GERMANY WITH NEW ORDER FROM STADTWERKE HEIDENHEIM AG GE VERNOVA - TO SUPPLY THREE 5.5 MW-158M WIND TURBINES TO STADTWERKE HEIDENHEIM AG IN GERMANY GE VERNOVA - DEAL INCLUDES 20-YEAR SERVICE AGREEMENT GE VERNOVA - DELIVERY TO BEGIN AUGUST 2027, COMMISSIONING SCHEDULED FOR DECEMBER 2027

EUROZONE SENTIX INVESTOR CONFIDENCE INDEX ACTUAL 2.4 (FORECAST 2.05, PREVIOUS 2.7) $MACRO

Eurozone Sentix Investor Confidence Nov: 2.4 (est 2.1; prev 2.7)

Stock Futures, Treasurys Steady But Nvidia Slides Premarket on Huang Probe. By Joe Stonor Stock futures and Treasury yields were largely steady after tumultuous trading last week, though Nvidia shares fell sharply premarket after the company launched an investigation into Chief Executive Officer Jensen Huang. Dow Jones Industrial Average futures rose 0.6% and S&P 500 futures were up 0.2%. The Nasdaq lagged behind, however, with contracts tied to the index trading flat, largely due to Nvidia's performance. Shares in the world's most valuable company fell close to 5% premarket after the company's board said it is launching an investigation into Huang's relationship with an executive suspected of working for Chinese intelligence. The company's board said in a statement Sunday it has no reason to believe either the company's secrets or national security were compromised and expressed confidence in the CEO's leadership. Stocks fared positively in Asia and Europe as investors stepped in to buy the dip after last week's rout. Indexes in both continents were mostly higher, with Taiwan's Taiex advancing 4.9%--a reversal on last week, when authorities intervened to stem losses in local stocks. Japan's Nikkei Stock Average gained 2.3%, while Shanghai-listed shares also rose. In Europe, stocks rallied after a wobble at the open, with banking and technology stocks up sharply. Oil extended last week's slump, with benchmark Brent crude contracts down 2.1% to trade around $96.30 a barrel. West Texas Intermediate contracts fell below $90 a barrel. Optimism that the U.S. won't resume strikes against Iran lifted after President Trump told CNN that strikes were unlikely as long as negotiations progress. Treasury yields were little moved, with 10-year yields holding below 4.900%, while 30-year yields hovered below 5.270%. Two-year yields were slightly higher to trade around 4.530%. The dollar weakened and gold contracts rose above $4,100 a troy ounce. Bitcoin edged higher at around $74,500. U.S. inflation prints on Tuesday and Friday will be in focus for investors, after hotter-than-forecast jobs data Friday kept a December Federal Reserve rate hike firmly on the table. For the day ahead, European finance ministers gather in Brussels, where they are expected to discuss a successor to Christine Lagarde as president of the European Central Bank. Separately, Bank of England Governor Andrew Bailey will give a speech, as will a clutch of Fed policymakers. KKR and Constellation Energy are among companies reporting earnings Monday. Write to Joe Stonor at josephmichael.stonor@wsj.com

Market outlook for the week of 9th - 13th November

Unusual Machines Is Maintained at Overweight by Piper Sandler. Ratings actions from Benzinga: https://www.benzinga.com/quote/UMAC/analyst-ratings

RUSSIA CARRIED OUT 128 TARGETED ATTACKS ON UKRAINE'S ENERGY, OIL AND GAS SECTORS LAST WEEK SAYS ENERGY MINISTRY

Scientists Grew Microbes In Mars-Like Conditions - And They Didn't Just Survive...

Piper Sandler maintains Unusual Machines at Overweight, lowers price target to $27 from $29. Piper Sandler maintained Unusual Machines at Overweight and lowered its price target to $27 from $29, a 6.9% decrease. The price target implies an upside of 126.9% from the Nov 6 close of $11.90. Explore more price target data and ratings for Unusual Machines on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Nvidia Stock Falls as Board Investigates Reports CEO Was Spying Target — WSJ. By Chelsey Dulaney Nvidia's shares fell 4% premarket after the AI chip giant's board said it was launching an investigation into reports that Chief Executive Jensen Huang has been the target of a foreign espionage effort. Read more about the investigation here. This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

Switzerland Total Sight Deposits: 452.9B (prev 460.2B) - Domestic Sight Deposits (CHF) Oct-30: 429.2B (prev 429.2B)

GE Vernova (GEV) Books Three-Turbine German Order. GE Vernova booked a fourth-quarter 2026 order to supply three 5.5 MW turbines and a 20-year service agreement for a German wind farm. Delivery is set to begin in August 2027, with commissioning scheduled for December 2027; no order value was disclosed. Material Details # Detail AI Analyst View 1 Q4 2026 order: three 5.5 MW turbines Adds a concrete turbine order, but no contract value or revenue contribution was disclosed. 2 Order includes a 20-year service agreement Extends the relationship into long-term services; financial terms were not provided. 3 Delivery starts August 2027; commissioning in December Revenue and execution are tied to a future delivery schedule, with no comparison period provided. 4 Customer fleet to reach 74 MW installed capacity Shows the scale of the customer's GE Vernova fleet after the order; this is not the capacity of the new turbines alone. Context by AI Analyst This is a follow-on order in an existing relationship, described as the sixth project between the companies. A disclosed contract value or quantified revenue contribution would clarify the order's financial scale. Based on the original press release from GE Vernova Inc. distributed by BusinessWire.

GE Vernova Continues Wind Energy Expansion in Germany With New Order From Stadtwerke Heidenheim AG. GE Vernova ( GEV ) announced today that it has signed an agreement with Stadtwerke Heidenheim AG to supply three of its 5.5 MW-158m onshore wind turbines for the Schlotberg-Jüchsen wind farm in Germany. The order includes a long-term service agreement of 20 years, underscoring the commitment of both companies to supporting Germany’s ambitious renewable energy goals. The collaboration represents the sixth project between the two companies utilizing GE Vernova wind turbines. With this latest order, Stadtwerke Heidenheim’s fleet of GE Vernova’s workhorse turbines will grow to 74 MW of installed capacity in Germany. The delivery of the turbines is set to begin in August 2027, with commissioning scheduled for December 2027. “We are delighted to build upon our long-standing engagement with Stadtwerke Heidenheim, a collaborator who remains as committed as we are to driving a secure and sustainable energy transition,” said Marcas Breatnach, Executive Sales Leader Northern Europe at GE Vernova. “By deploying our proven workhorse technology, available with ratings up to 6.5 MW and proudly produced at our Salzbergen facility, we are delivering high-performance, industry-tested solutions backed by over 38 million operating hours and more than 2,100 units globally. Our continued investment in Salzbergen reinforces our dedication to a robust, local supply chain, aiming to help ensure that Germany’s energy goals are supported by reliable, industrialized ‘Made in Germany’ technology.” Raphael Kaim, Head of renewable Energy at Stadtwerke Heidenheim, added: “Given the project’s complex history and rigorous statutory deadlines, our primary goal was to secure a partner capable of guaranteeing rapid delivery and execution. Following unexpected delays, the timely construction and commissioning of these wind turbines was of absolute importance to protect the project’s viability. In GE Vernova, we have found a reliable partner whose short delivery times and technical strength enable us to successfully implement this project on schedule.” GE Vernova’s onshore portfolio reflects a deliberate workhorse strategy — standardized, industrialized machines engineered for repeatable execution and long-term reliability. With more than 59,000 turbines operating globally, its experience informs the products it designs, manufactures, and deploys. Notes to editor: *The order was booked in the fourth quarter of 2026. **GE Vernova’s 5.5 MW turbine with a 158-meter rotor is referred to as the 5.5 MW-158m. About GE Vernova GE Vernova Inc. ( GEV ) is a purpose-built global energy company that includes Power, Electrification, and Wind segments and is supported by its accelerator businesses. Building on over 130 years of experience tackling the world’s challenges, GE Vernova is uniquely positioned to help lead the energy transition by continuing to electrify the world while simultaneously working to decarbonize it. GE Vernova helps customers power economies and deliver electricity that is vital to health, safety, security, and improved quality of life. GE Vernova is headquartered in Cambridge, Massachusetts, U.S., with approximately 85,000 employees across approximately 100 countries around the world. Supported by the Company’s purpose, The Energy to Change the World, GE Vernova technology helps deliver a more affordable, reliable, sustainable, and secure energy future. GE Vernova’s Wind segment is focused on delivering a suite of wind products and services to help accelerate a new era of energy by harnessing the power of wind. Technologies provided to customers include the next generation high efficiency 3-megawatt onshore wind turbine and the Haliade-X offshore wind turbine platform, as well as maintenance solutions and life extension optionality. About Stadtwerke Heidenheim AG Within the scope of its renewable energy business segment, Stadtwerke Heidenheim AG has been committed to a decentralized and future-oriented energy supply based on renewable energy for decades. The focus is on the expansion and market integration of renewable energy. Therefore, the group is actively driving the expansion of its renewable energy generation portfolio. By distributing its diverse projects nationwide, utilizing a mix of wind and solar energy, and employing various technologies, the company achieves risk diversification. Stadtwerke AG invests in both proprietary assets and project participations. Furthermore, it offers other municipal utilities opportunities to participate in renewable energy projects and provides commercial and technical management services for the project companies. Forward-Looking Statements This document contains forward-looking statements – that is, statements related to future events that by their nature address matters that are, to different degrees, uncertain. These forward-looking statements often address GE Vernova’s expected future business and financial performance and financial condition, and the expected performance of its products, the impact of its services and the results they may generate or produce, and often contain words such as “expect,” “anticipate,” “intend,” “plan,” “believe,” “seek,” “see,” “will,” “would,” “estimate,” “forecast,” “target,” “preliminary,” or “range.” Forward-looking statements by their nature address matters that are, to different degrees, uncertain, such as statements about planned and potential transactions, investments or projects and their expected results and the impacts of macroeconomic and market conditions and volatility on the Company’s business operations, financial results and financial position and on the global supply chain and world economy. View source version on businesswire.com: https://www.businesswire.com/news/home/20261109254718/en/

MUSK’S TERAFAB HAS TOLD SEMICONDUCTOR EQUIPMENT SUPPLIERS IT IS TARGETING A PRODUCTION CAPACITY OF 1 MILLION WAFERS PER MONTH FROM 2032 ONWARD – NIKKEI

How Wall Street is reacting to the news of Nvidia's Jensen Huang investigation into spy claims. By Steve Goldstein This screengrab from video footage by CTI obtained via AFPTV on November 9, 2026 shows Alice Huang (R), a Chinese executive linked to the data center company called Megaspeed, attending a dinner hosted by Nvidia's chief executive and co-founder Jensen Huang in 2025. Whether it was stunned silence or just the fact that the events occurred on the weekend, many of Wall Street's biggest firms on Monday have yet to react to the news that Nvidia is conducting an investigation into whether CEO Jensen Huang gave either company or national-security secrets away while conducting an affair. One firm, RBC Capital Markets, published a research note on Nvidia without mentioning Huang at all. But for the ones that did, the main issue is simple: will Huang remain as chief executive, or not. Investors are clearly worried as the stock (NVDA) sank 5% in early premarket trade. "There is clearly risk that Jensen could be removed as CEO depending on the board investigation and this will add risk to the stock as he is so important to the Nvidia story and strategy globally," said Dan Ives, of Yorkville Ives. Gary Black, the founder of The Future Fund, said there's more than just a risk that Huang will exit. "I doubt Jensen Huang will be able to remain as Nvidia CEO," he said in a message on X. "While I don't see long-term value impairment, many portfolio managers will reduce their Nvidia holdings in the coming weeks as a result of uncertainty over who could succeed Jensen as NVDA CEO." Citi analysts led by Atif Malik said the key issues are likely potential governance implications, increased regulatory scrutiny and export-control compliance of the flow of H200 chips into China and the long-term impact on leadership stability. -Steve Goldstein This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

Gold remains skewed to the upside amid favourable macro backdrop, with US-Iran and CPI in focus

ASE Technology Holding Says Jan-Sept Net Profit At T$62.19 Bln. ASE Technology Holding Co., Ltd. 3711 : SAYS JAN-SEPT NET PROFIT AT T$62.19 BILLION ($1.90 billion), OR T$14.17 PER SHARE ($1 = 32.8050 Taiwan dollars)

@AlexesNakamoto: [转推] zerohedge reposted Jensen, why would I deceive you?

IRAQ SETS DECEMBER BASRAH HEAVY CRUDE TO ASIA AT $11.80/B DISCOUNT

IRAQ SETS DECEMBER BASRAH MEDIUM CRUDE TO ASIA AT $8.80/B DISCOUNT

Robinhood Launches IPO Access In UK With Zero Commission. Robinhood Markets, Inc. HOOD : ROBINHOOD - LAUNCHES IPO ACCESS IN UK WITH ZERO COMMISSION ROBINHOOD MARKETS INC: WILL PROVIDE ACCESS TO IPO ALLOCATIONS DIRECTLY THROUGH A CUSTOMER’S GENERAL INVESTMENT ACCOUNT ROBINHOOD MARKETS: UK CUSTOMERS TO BE ABLE TO REQUEST SHARES IN NEW US LISTINGS AT OFFICIAL OFFER PRICE BEFORE PUBLIC TRADING OPENS

NVIDIA Announces New Planned Investments In Korean Startups At MSIT-NVIDIA AI Startup Partnership Forum. NVIDIA Corporation NVDA : NVIDIA ANNOUNCES NEW PLANNED INVESTMENTS IN KOREAN STARTUPS AT MSIT-NVIDIA AI STARTUP PARTNERSHIP FORUM NVIDIA - ANNOUNCES INVESTMENT IN POINT2 AND PLANS INVESTMENTS IN MOTIF TECHNOLOGIES, RLWRLD, UPSTAGE

Something Big Is Coming...

Chuck Schumer Says Republicans Threatened to Interfere With Midterm Elections, Credits Democrats And 'Tens of Thousands' of Poll Watchers: 'Our Democracy Is Stronger...'. Senate Minority Leader Chuck Schumer (D-N.Y.) credited Democrats, election lawyers and poll watchers with countering Republican election interference threats during the 2026 midterms, saying American democracy remained resilient. Schumer Credits Democrats For Election Protection Efforts On Sunday, in a post on X , Schumer said Democrats prepared for potential election interference, while attorneys challenged efforts they considered harmful to the voting process. “Republicans threatened to interfere with the election. Democrats prepared. Election lawyers fought back. Tens of thousands of poll watchers stood guard. And Americans made their voices heard,” Schumer wrote. He added, “Our democracy is stronger than any politician who tries to undermine it.” Chuck Schumer @SenSchumer Republicans threatened to interfere with the election. Democrats prepared. Election lawyers fought back. Tens of thousands of poll watchers stood guard. And Americans made their voices heard. Our democracy is stronger than any politician who tries to undermine it. Nov 09, 2026 Kelly and Obama Reacted to Midterm Results Last week, Sen. Mark Kelly (D-Ariz.) said the 2026 midterm results reflected voters’ “rejection” of Trump, his policies and congressional Republicans, accusing Trump of doing “the exact opposite of what he campaigned on.” Meanwhile, former President Barack Obama said voters wanted “a politics that brings people together rather than divides them,” praising Democratic candidates for advancing unity and public service. Trump and Johnson Reacted to GOP Losses Trump blamed his absence from the ballot for Republican losses , claiming, “If I was, we would have won IN A LANDSLIDE!” He also expressed willingness to accept the results and work with Democrats. Meanwhile, House Speaker Mike Johnson vowed Republicans would “double down” on their conservative agenda and declared, “come 2028 we will take back the House,” while criticizing Democrats’ “socialist Marxist platform.” Midterm Results Hit Musk’s Fortune Elon Musk’s fortune fell from $898 billion to roughly $875 billion after Democrats won control of both the House and Senate in the 2026 midterm elections. Price Action: Tesla Inc. TSLA and SpaceX Exploration Technologies Corp. SPCX shares declined in Wednesday trading, reducing the value of Musk’s holdings by approximately $22.9 billion, including nearly $6 billion from Tesla and $16.9 billion from SpaceX.

SPAIN'S ECONOMY MINISTER SAYS OPTIMISTIC DE COS CAN GET ECB'S TOP JOB

Nvidia, South Korean Partners to Collaborate on Sovereign AI. By Kwanwoo Jun U.S. artificial-intelligence chip giant Nvidia and its South Korean partners have agreed to collaborate on the Asian country's sovereign artificial-intelligence project. AI chip startup Rebellions will use Nvidia's NVLink Fusion technology to connect its next-generation neural processing units to Nvidia platforms designed to power large-scale AI services in South Korea, the companies said Monday after signing a memorandum of understanding in Seoul. Under the agreement, data-center operator SK Telecom plans to deploy Rebellions-Nvidia systems at its AI data centers as part of the company's efforts to build homegrown AI infrastructure, models and consumer services, including those developed under the government's "AI for All" initiative. The collaboration, backed by South Korea's science ministry, aims to combine domestic and global chip technologies to develop and operate the country's own AI services. Write to Kwanwoo Jun at kwanwoo.jun@wsj.com

LiveSquawk Mid-Morning Rundown (09/11/2026) [链接预览] Starting Nov 9, 3:15 AM LiveSquawk @LiveSquawk LiveSquawk Mid-Morning Rundown (09/11/2026)

【最新内容：LiveSquawk @LiveSquawk · 2026-11-09T08:11:50.000Z】 Image Attribution: 1. Photo: "White House" by Tom Lohdan · CC BY 2.0 · (resized) https://flickr.com/photos/59908088@N00/4217661984… https://creativecommons.org/licenses/by/2.0/… 2. Photo: "Marco Rubio and Barbara Lagoa" by Office of Senator Marco Rubio · Public domain · (resized) https://commons.wikimedia.org/wiki/File:Marco_Rubio_and_Barbara_Lagoa.jpg… https://creativecommons.org/publicdomain/mark/1.0/… 3. Photo: "IMG_7175 Flow on Qeshm Island" by Ninara · CC BY 2.0 · (resized) https://flickr.com/photos/37583176@N00/5511390847… https://creativecommons.org/licenses/by/2.0/… 4. Photo: "Aerial Closeup of the Pentagon, May 11, 2021" by Air Force Staff Sgt. Brittany A. Chase, DOD · Public domain · (resized) https://commons.wikimedia.org/wiki/File:Aerial_Closeup_of_the_Pentagon,_May_11,_2021.jpg… https://creativecommons.org/publicdomain/mark/1.0/… 5. Photo: "Crude oil tanker Navion Oslo" by hemkes · CC BY 2.0 · (resized) https://flickr.com/photos/24578245@N02/13228434303… https://creativecommons.org/licenses/by/2.0/… 6. Photo: "Riyadh Skyline New" by mo-- (Talk · Public domain · (resized) https://commons.wikimedia.org/wiki/File:Riyadh_Skyline_New.jpg… https://creativecommons.org/publicdomain/mark/1.0/… 7. Photo: "Moscow Kremlin, views from Sofiyskaya Embankment, Nov 2025 03" by Retired electrician · CC0 · (resized) https://commons.wikimedia.org/wiki/File:Moscow_Kremlin,_views_from_Sofiyskaya_Embankment,_Nov_2025_03.jpg… http://creativecommons.org/publicdomain/zero/1.0/deed.en… 8. Photo: "United States Flag" by robert.claypool · CC BY 2.0 · (resized) https://flickr.com/photos/35106989@N08/7898023080… https://creativecommons.org/licenses/by/2.0/… 9. Photo: "EZB, Frankfurt, from east" by Gerda Arendt · CC0 · (resized) https://commons.wikimedia.org/wiki/File:EZB,_Frankfurt,_from_east.jpg… http://creativecommons.org/publicdomain/zero/1.0/deed.en… 10. Photo: "Allocution Christine Lagarde, Rencontres économiques d'Aix-en-provence 2013" by Labraxa · CC0 · (resized) https://commons.wikimedia.org/wiki/File:Allocution_Christine_Lagarde,_Rencontres_%C3%A9conomiques_d%27Aix-en-provence_2013.JPG… http://creativecommons.org/publicdomain/zero/1.0/deed.en… 11. Photo: "Eurofighter Typhoon Luftwaffe 30+90" by Clemens Vasters · CC BY 2.0 · (resized) https://flickr.com/photos/7489441@N06/49627616313… https://creativecommons.org/licenses/by/2.0/… 12. Photo: "JobCentre Plus - frontage" by lydia_shiningbrightly · CC BY 2.0 · (resized) https://flickr.com/photos/31917220@N07/5214992301… https://creativecommons.org/licenses/by/2.0/… 13. Photo: "Port of Los Angeles sunrise" by wirralwater · CC BY 2.0 · (resized) https://flickr.com/photos/35626429@N08/3333242837… https://creativecommons.org/licenses/by/2.0/… 14. Photo: "Chinese factory workers, China -" by author not stated on source · CC0 · (resized) https://rawpixel.com/image/6111650/chinese-factory-workers-china-october-2015… https://creativecommons.org/publicdomain/zero/1.0/… 15. Photo: "JAPAN YUAN NOTE" by brucedetorres@gmail.com · Public domain · (resized) https://flickr.com/photos/133923101@N05/43351771930… https://creativecommons.org/publicdomain/mark/1.0/… 16. Photo: "Josep Borrell with NVIDIA CEO and founder Jensen Huang (2024)" by © European Union, 2026 · CC BY 4.0 · (resized) https://commons.wikimedia.org/wiki/File:Josep_Borrell_with_NVIDIA_CEO_and_founder_Jensen_Huang_(2024).jpg… https://creativecommons.org/licenses/by/4.0 17. Photo: "Lagoon Creek Combustion Turbine Plant" by Tennessee Valley Authority · Public domain · (resized) https://commons.wikimedia.org/wiki/File:Lagoon_Creek_Combustion_Turbine_Plant.jpg… https://creativecommons.org/publicdomain/mark/1.0/… 18. Photo: "Wall Street-William Street II" by No machine-readable author provided. Pacific Coast Highway assumed (based on copyright claims). · Public domain · (resized) https://commons.wikimedia.org/wiki/File:Wall_Street-William_Street_II.jpg… https://creativecommons.org/publicdomain/mark/1.0/… 19. Photo: "Pepper at Opening Ceremony of the 28th Tokyo International Film Festival" by Dick Thomas Johnson · CC BY 2.0 · (resized) https://flickr.com/photos/31029865@N06/21806585713… https://creativecommons.org/licenses/by/2.0/… 20. Photo: "Hangzhou, China—home to approximately 13 million people (iss073e0420079)" by NASA Johnson Space Center · Public domain · (resized) https://commons.wikimedia.org/wiki/File:Hangzhou,_China%E2%80%94home_to_approximately_13_million_people_(iss073e0420079).jpg… https://creativecommons.org/publicdomain/mark/1.0/… [链接预览] White House 【回复上下文：LiveSquawk @LiveSquawk · 2026-11-09T08:11:12.000Z】 [链接预览] Starting Nov 9, 3:15 AM LiveSquawk @LiveSquawk LiveSquawk Mid-Morning Rundown (09/11/2026)

NVIDIA plans investments in Motif Tech, Rlwrld, upstage.

NVIDIA to invest in Korean AI startup Point2.

Iran's Baghaei, asked about South Korea planning regional naval presence: The best help Seoul can provide is not to involve itself in a complex issue.

Nvidia, South Korean Partners to Collaborate on Sovereign AI. By Kwanwoo Jun U.S. artificial-intelligence chip giant Nvidia and its South Korean partners have agreed to collaborate on the Asian country's sovereign artificial-intelligence project. AI chip startup Rebellions will use Nvidia's NVLink Fusion technology to connect its next-generation neural processing units to Nvidia platforms designed to power large-scale AI services in South Korea, the companies said Monday after signing a memorandum of understanding in Seoul. Under the agreement, data-center operator SK Telecom plans to deploy Rebellions-Nvidia systems at its AI data centers as part of the company's efforts to build homegrown AI infrastructure, models and consumer services, including those developed under the government's "AI for All" initiative. The collaboration, backed by South Korea's science ministry, aims to combine domestic and global chip technologies to develop and operate the country's own AI services. Write to Kwanwoo Jun at kwanwoo.jun@wsj.com

Tesla to refund many Cybertruck deposits as demand exceeds production, Musk says. Tesla will have to refund Cybertruck deposits for many customers as orders far exceed production capacity, CEO Elon Musk said, following last week's announcement that the electric vehicle maker is winding down the pickup truck's production at its Texas factory. "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," the billionaire said in a post on X on Monday. The comments come after Musk said Tesla would add an extra production shift to fulfill outstanding Cybertruck orders before dismantling the production line next year to expand output of its Cybercab robotaxi. The production wind down is slated for mid-2027, Musk announced on Friday, with the resources being redirected to the Cybercab, a vehicle central to the automaker's autonomous-driving ambitions. Tesla began delivering the Cybertruck in late 2023, but demand has fallen far short of Musk's expectations. US sales fell 48% to 20,237 units last year, according to Kelley Blue Book, well below Musk's earlier projection that annual Cybertruck sales could reach 250,000 vehicles.

China to extend suspension of exports controls targeting US companies.

Key facts: Revenue tops NASA budget; AI data leases; NASA picks Starship. Elon Musk said Space Exploration Technologies Corp. (SPCX) revenue this quarter would exceed NASA’s $18.8 billion fiscal 2027 budget request. Stocktwits SpaceX (SPCX) plans to lease data-center capacity to other companies before Grok needs it, while Musk outlined plans for AI-chip facilities in Texas. Stocktwits NASA selected SpaceX to launch communications satellites aboard Starship in 2028, supporting networks for future lunar missions. Stocktwits Deutsche Bank reaffirmed its Buy rating on Space Exploration Technologies Corp (SPCX), citing political retaliation as a greater concern than near-term business risks. Stocktwits Space Exploration Technologies (SPCX) plans to begin launching Nvidia-co-designed StarMind computers in Q3 2027, with deployment set to ramp up in 2028 and 2029, Musk said. Stocktwits

Key facts: NVIDIA China curbs; chip-demand view; Nov. 17/18 events. NVIDIA (NVDA) reportedly told data-center partners to limit business with Chinese customers. Its cloud clients must sell at least 51% of services to non-Chinese firms, the Financial Times reported. AFP Bernstein said claims about CEO Jensen Huang are unlikely to hurt demand for NVIDIA’s AI chips but may heighten political and regulatory scrutiny. It kept its Outperform rating and $400 price target. Binance News • NVIDIA Corporation (NVDA) is scheduled to report quarterly results on November 17. A proposed congressional briefing is planned for November 18, and NVIDIA has not said whether Huang will attend. Beincrypto NVIDIA said an investigation will not disrupt operations or affect CEO Jensen Huang’s role. Huang is scheduled for a closed congressional briefing on national-security risks and espionage safeguards. ForkLog Wedbush analyst Dan Ives called the controversy a “black eye moment” for NVIDIA Corporation (NVDA) and said it could prompt congressional inquiries and create an overhang for the company. Benzinga Polymarket put the odds at 13% that NVIDIA CEO Jensen Huang will publicly announce his resignation or removal by Dec. 31, 2026. Rumors and media reports do not count. Binance News

Key facts: Tesla Registrations Surge; ARK Buys; $420B Loss. Tesla, Inc. (TSLA) registrations rose 248% in Sweden, 131% in Norway, 271% in Spain and 34% in Denmark as fuel prices increased amid geopolitical tensions. Benzinga ARK Invest CEO Cathie Wood said Friday the firm bought Tesla (TSLA) shares during the recent pullback. She said Robotaxi had “hit escape velocity” and was delighting consumers. Stocktwits ARK Invest bought more Tesla shares during the tech selloff. In the two days after U.S. midterm elections, Tesla and SpaceX lost $420 billion in combined market value. Oninvest Elon Musk said Tesla repaid its Department of Energy loan, responding to Texas Senate candidate James Talarico’s criticism. Musk also said he paid more in taxes than the loan amount. Benzinga

@ZelenskyyUa: [转推] LiveSquawk reposted I spoke with President of the European Commission Ursula @vonderLeyen. Right now, many of our cities and communities are facing a very difficult situation with power, water, and heating supplies due to Russian strikes. The situation is most difficult in Kyiv, the Dnipro, Sumy, and Donetsk regions, and Kherson. I told Ursula about the challenges, and we agreed that the European Union would activate a special emergency mechanism. This will make it possible to quickly provide Ukraine with funding for what is needed most right now. Our teams are already working on this. We discussed additional energy and humanitarian assistance to prepare for winter, as well as issues related to European integration. Last week, the European Commission published its annual EU Enlargement Package, which gave a positive assessment of Ukraine’s progress. It is important to open all the clusters and begin closing the chapters. Of course, we also discussed diplomacy. In recent days, talks were held in Brussels, where our teams did a good job working on a recovery plan and security guarantees from Europe. Ursula and I also coordinated our positions regarding the meeting in Abu Dhabi. We are doing everything to ensure that the trilateral format delivers results. Thank you, Ursula!

Iran's Baghaei: IAEA visit to Bushehr has been made in recent days.

Before the bell: Europe futures soft, Nvidia dents tech bounce. BEFORE THE BELL: EUROPE FUTURES SOFT, NVIDIA DENTS TECH BOUNCE European futures were just slightly lower on Monday as a degree of calm returned to markets after a bruising week driven by concerns that a Democratic sweep in the US midterm elections could lead to tighter AI regulation. Investors picked up battered tech stocks after Friday's bounce on Wall Street. Asian shares rebounded, with chipmakers lifting the Taiwan benchmark TWSE:TAIEX by 5% after autorities activated measures to stabilise the stock market. Sentiment however remained fragile after an internal Nvidia NVDA investigation into whether CEO Jensen Huang had been targeted by a foreign intelligence effort put his future at the AI chipmaker under scrutiny. Its shares fell 6% in Frankfurt. Contracts on the EuroSTOXX50 STOXX50 benchmark fell 0.2%, while Nasdaq NQ1! and S&P 500 ES1! futures were down 0.7% and flat, respectively. Oil prices, meanwhile, fell after President Donald Trump downplayed the likelihood of new strikes on Iran. In European corporate news, banks were in focus. Banco BPM BAMI was set for a strong rally after Credit Agricole ACA proposed merging the Italian lender with its local unit, while UniCredit UCG raised its profit goal as it prepares to take control of Commerzbank CBK . A JP Morgan upgrade to overweight lifted software group SAP SAP by almost 2% in premarket trade. Hochtief HOT was called down sharply after Spanish builder ACS ACS denied plans to take over its German unit. Investors' attention will later turn back to tech, with results from CoreWeave CRWV , Applied Materials AMAT and Cisco Systems CSCO expected to provide new insight into whether hefty AI-related spending is translating into profits. US CPI data on Tuesday could also test markets.

EU DOMBROVSKIS SAYS ECONOMY FACING UNCERTIANTY, DOWNSIDE RISKS,

EU's Economy Commissioner Dombrovskis: Economy facing uncertianty, downside risks.

Nvidia launches probe after CEO has affair with suspected Chinese spy. In a memo sent to employees on Sunday, Huang - who has led the business for more than 30 years - admitted: "I owe my family and all of you an apology. I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry. "I love our country and our company. I am committed to protecting Nvidia and supporting America’s national security." Separately, Nvidia confirmed the board was launching an independent investigation "in light of recent reporting that…Huang has been the target of a foreign intelligence effort". Neither the company nor Huang named the woman. However, she was widely reported to be Alice Huang, an executive at Singapore-based Nvidia customer Megasped . US officials believe she was recruited by China’s Ministry of State Security intelligence agency. Donald Trump told reporters he had not spoken to the Nvidia boss since news of the probe emerged, but said: "I just know he’s a fine person, but you never know what’s going on." According to the New York Times , Trump was first briefed on intelligence concerns about Alice Huang in late October. A spokesperson for China’s Foreign Ministry said that allegations "about Chinese spies are entirely groundless, speculative and intended to smear and malign China". Nvidia is one of the world’s most valuable companies, with a market cap of more than $4trn. A leader in high-tech semiconductors, it has helped establish America as a dominant force in artificial intelligence. However, Washington has imposed various export controls on the sector to keep the tech out of China, as it looks to maintain America's competitive advantage and protect national security. It means Nvidia is effectively locked out of the lucrative market, and Jensen Huang has long been a vocal advocate for closer US-China dialogue on the development of AI. Nvidia said: "The board prioritises US national and economic security, which is paramount to the interests of Nvidia and its shareholders. While the board has no reason to believe that either national security or Nvidia secrets were compromised, the board’s inquiry will examine all available information. Jensen fully supports the review and has committed to cooperating with it."

@JamesAI: [转推] zerohedge reposted The iPhone Duo is literally the phone of memes. Comment section for wallpapers👇 #jensen #JensenHuang