South Korea says Nvidia issues won't affect contracted GPU supplies. South Korea expects contracted deliveries of Nvidia graphics processing units (GPUs) to proceed without disruption despite a controversy surrounding the chipmaker's chief executive Jensen Huang, Seoul's deputy science minister said on Monday. Vice Minister of Science and ICT Ryu Jemyung told a parliamentary budget committee that 10,000 GPUs funded under a 2025 supplementary budget had already arrived and were in use. GPUs planned for 2026 were under contract and expected to enter service this year, he said. "We expect production and the delivery schedule for contracted volumes to proceed without disruption," Ryu said, adding that the ministry was closely monitoring developments and discussing prices and schedules with Nvidia Korea. Nvidia's board said on Sunday it had opened an independent investigation after reports that CEO Jensen Huang had been targeted by a Chinese intelligence effort through his relationship with businesswoman Alice Huang. The board said it had no reason to believe US national security or Nvidia secrets had been compromised, while Huang said he would cooperate fully. News of the controversy coincided with the cancellation of a visit to South Korea by Huang's daughter Madison Huang, an Nvidia senior director. South Korean AI startup Rebellions said her planned visit to its headquarters and a partner dinner were cancelled because of unavoidable internal circumstances at Nvidia. Kakao Mobility also cancelled a photo session and question-and-answer event with her, but said a business agreement with Nvidia would proceed with senior director Gaurav Agarwal attending instead. Nvidia AI Day Seoul, a two-day event expected to draw about 2,000 participants to discuss physical AI, agentic AI and infrastructure, was proceeding as planned according to South Korean media. Nvidia did not immediately respond to a Reuters request for comment.
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TSMC's Taipei Shares Strengthen Further, Jumping 6% in Trading
"Earnings season is now over. So now we get to focus on headlines and vibes. Vibes right now are pretty terrible (which should be Bullish!), even with the QQQ’s still up +6.5% YTD and SOXX up +27% YTD. Is that enough to sustain a bottom? I don’t know! I’m not the macro guy…I literally spent last night doing multi-variable algebra to estimate APP’s Gaming and eComm Revenue split." - JPM's Mark Schilsky
Asian Equities Rebound Though Sentiment Remains Fragile. By Sherry Qin Asian equities were broadly higher Monday morning following last week's rout in artificial-intelligence stocks, though sentiment remains fragile after Nvidia initiated an investigation into Chief Executive Jensen Huang's relationship with a suspected Chinese spy. Markets have calmed somewhat after initial shocks regarding concerns that a Democrat-led U.S. Congress could slow AI data-center expansion. "The AI Revolution is coming one way or another," said Yorkville Ives analysts in a note, adding that markets grew overly pessimistic on the AI buildout last week. The U.S. and China tech rivalry could be another engine driving continued AI infrastructure investment, analysts said. "Remember, China will take any Data Center that we don't want, and pay lots of money for it," President Trump posed on Truth Social on Sunday. However, Nvidia's latest probe into Huang threatens to destablize an already highly sensitive AI sector. This will likely spark multiple congressional inquiries at a minimum and create an overhang on the stock, said Yorkville Ives analysts. Whether Huang remains CEO is the critical question for investors, they noted. The brutal stock losses last week prompted both South Korean and Taiwanese authorities to intervene to stem losses in local equities. South Korea's Kospi was recently 0.4% higher, with SK Hynix up 0.3% and Samsung Electronics rising 0.4%. Taiwan's Taiex advanced 3.1% after tumbling more than 4% on Friday. Japan's Nikkei Stock Average gained 1.3%, and Hong Kong's Hang Seng Index was up 1.0%. Markets in Singapore and Malaysia were closed Monday for a holiday. Oil prices fell after President Trump told CNN in an interview that renewed strikes were "highly unlikely" as long as there was progress in negotiations regarding Tehran's nuclear program and the reopening of the Strait of Hormuz. Meanwhile, Iranian Foreign Minister Abbas Araghchi said there has been no progress in talks with the U.S. and that Tehran is waiting to see if Washington's position shifts after the midterms. The fact that supply and demand dynamics in the oil market have not materially changed in the past week means that the fall in oil prices largely reflects the risk premium narrowing, said Hamad Hussain, economist at Capital Economics. Front-month West Texas Intermediate futures was down 0.4% at $90.42 a barrel, while front-month Brent futures were 0.9% lower at $97.49 a barrel. Write to Sherry Qin at sherry.qin@wsj.com
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Ultra Left-Wing Media Outlet Salon Shuts Down After 31 Years [链接预览] zerohedge.com Ultra Left-Wing Media Outlet Salon Shuts Down After 31 Years Apparently, articles about sex with dolphins and sympathy for pedophiles only attract a niche audience...
Silver Prices Jump Almost 3%, Reaching $53.41/Oz
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【最新内容：unusual_whales @unusual_whales · 2026-11-09T02:01:00.000Z】 Sixty years of GOP control just ended in the desert: Arizona Democrats now hold the House, Senate and governor's office for the first time since 1966, per AP. Read more: [链接预览] Arizona Democrats Take Full State Control for the First Time Since 1966, AP Reports 【回复上下文：unusual_whales @unusual_whales · 2026-11-06T19:46:29.000Z】 BREAKING: Arizona Democrats win control of the state House, Senate and governor’s office for the first time since 1966, per the AP. Gov. Katie Hobbs won reelection, and Democrats flipped both chambers of the Legislature. Republicans had controlled the House for 60 years and the Senate since the early 1990s. Hobbs vetoed more than 540 bills from the Republican-led Legislature in her first term, on taxes, immigration and voting. With a Democratic Legislature, she’s pledged to focus on water, affordability, and fraud and abuse in the state’s school voucher program. Arizona is one of at least six states where Democrats now hold full control, along with Michigan, Minnesota, Pennsylvania, Nevada and Wisconsin.
*CHINA OCT. CONSUMER PRICES RISE 0.7% Y/Y; EST. +0.8% *CHINA OCT. PRODUCER PRICES RISE 5.7% Y/Y; EST. +5.3%
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South Korea industry vice minister: Nvidia's current issues won't impact country's contracted GPU supply
South Korea says Nvidia issues won't affect contracted GPU supplies. South Korea's Vice Minister of Industry Ryu Jemyung said on Monday that issues currently affecting Nvidia would not affect South Korea's contracted supply of graphics processing units (GPUs) from the company. Ryu told a parliamentary budget committee that previously contracted Nvidia GPU deliveries for South Korea's AI computing plans remain on track despite concerns surrounding the chipmaker.
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TOPIX Advances 3.31% to 3,830.88, Extending Its Rally
CHINA CPI (Y/Y) OCT: 0.7% (EST 0.8%; PREV 0.9%)
CHINA CORE CPI (Y/Y): 0.8% (EST 0.9%; PREV 1.0%)
CHINA PPI (Y/Y) OCT: 5.7% (EST 5.3%; PREV 5.0%)
China October 2026 CPI +0.7% y/y (expected +0.8%, prior +0.9%)
China PPI (Y/Y) Oct: 5.7% (est 5.3%; prev 5.0%)
China CPI (Y/Y) Oct: 0.7% (est 0.8%; prev 0.9%) - Core CPI (Y/Y): 0.8% (est 0.9%; prev 1.0%)
CHINESE CPI MOM ACTUAL 0.0% (FORECAST -, PREVIOUS 0.2%) $MACRO
China: October food CPI falls 2.9% year on year; non-food CPI rises 1.5%
China october cpi unchanged from previous month: poll matches 0.0%
🔴 ⚠️ BREAKING: CHINESE CPI YOY ACTUAL 0.7% (FORECAST 0.8%, PREVIOUS 0.9%) $MACRO
🔴 CHINESE PPI YOY ACTUAL 5.7% (FORECAST 5.3%, PREVIOUS 5.0%) $MACRO
China October producer prices rise 0.7% month on month
China October CPI rises 0.7% year on year, poll expected 0.8%
China's Navigation Satellite Industry Index Signals a 2% Higher Opening
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PBOC sets USD/ CNY reference rate for today at 6.7188 (vs. estimate at 6.6799)
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【最新内容：zerohedge @zerohedge · 2026-11-09T01:12:54.000Z】 Well… awkward “KOSPI has fallen 44.5% from its June peak, approaching KOSPI's maximum drawdowns during major historical crises such as the Dot-com bubble and the GFC (52% and 53%, respectively).” - Goldman 【引用内容：Bloomberg @business · 2026-06-03T04:01:34.000Z】 Goldman Sachs boosted its outlook for South Korean and Taiwanese stocks, as the artificial intelligence boom drives profits in the tech-heavy markets https://bloomberg.com/news/articles/2026-06-03/goldman-lifts-kospi-target-to-12-000-upgrades-taiwan-to-buy?taid=6a1fa71e06c0a50001813513&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter…
30-Year Japanese Government Bond Yield Rises to 3.865%, Up 4 Bps
Gen Z Workers Ditch Entry-Level Corporate Jobs to Become Their Own Bosses - WSJ
Taiwan's Benchmark Stock Index Climbs Over 2%
Taiwan's Overnight Interbank Rate Starts Trading at 0.805%, Unchanged From Previous Session
Gold Rises Nearly 1% as Spot Prices Reach $4,104.09/Oz