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Thai Auto Industry Aims to Reach Annual Production of 1.95 Million Vehicles by 2030

Chinese banks have sharply increased dollar deposit rates in recent weeks, sources say

Chinese dollar deposit rates sometimes exceed 4% and exporters are hoarding cash: sources

Palantir Alumni Launch Plan To ‘Wake Sleeping Giants’ Of European Defence – FT [链接预览] Palantir alumni launch plan to ‘wake sleeping giants’ of European defence

EU Sues IBM And Partners Over Troubled Border System – FT [链接预览] EU sues IBM and partners over troubled border system

ECB Contender Klaas Knot ‘Won’t Hesitate’ To Act In A Debt Crisis – FT [链接预览] ECB contender Klaas Knot ‘won’t hesitate’ to act in a debt crisis

Tesla Exported 59,012 China-Made Vehicles in October: CPCA

China auto industry body CPCA: Tesla Inc exported 59,012 China-made vehicles in October

ASX 200 Ends the Session Up 0.1% at 9,029.70 Points

JAPAN COINCIDENT INDEX: 119.5 (EST 119.4; PREV 118.8)

JAPAN LEADING INDEX SEP P: 116.4 (EST 116.6; PREV 118.0)

Japan Leading Index Sep P: 116.4 (est 116.6; prev 118.0) - Coincident Index: 119.5 (est 119.4; prev 118.8)

BA’s Parent Company Says Rising Green Costs Put Europe’s Aviation Sector at Risk - FT

Stephens Cuts Advanced Drainage Systems’ Price Target to $155 From $175

Nvidia Futures Fall After Board Probes Reports CEO Was Spy Target. By Jiahui Huang Nvidia futures declined as investors assessed the consequences of investigations into Jensen Huang's affair with an industry executive suspected of working for Chinese intelligence. The drop 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. Nvidia futures on CME's Globex were recently 4.1% lower at $179.77 on Monday. Nasdaq futures were last 1.1% higher. Shares of the AI chip maker, 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. Write to Jiahui Huang at jiahui.huang@wsj.com

China Sees Opportunity to Narrow AI Gap Following Democratic Election Gains - FT

Nvidia crisis may hurt China more than it helps. By Robyn Mak Jensen Huang’s affair with an alleged Chinese spy puts a spotlight on governance at the $4.5 trln chipmaker he leads, with fallout for customers from Anthropic to Alibaba. The distraction may help rival Huawei but Beijing has more to lose if Washington tightens export controls. Full view will be published shortly. 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".

EU Border Agency Sues Three Contractors — IBM, Atos and Leonardo — Over System Project: FT

European Union Sues IBM and Its Partners Over Delayed Border System: FT

China’s October Passenger Vehicle Sales Drop 27.3% From a Year Earlier to 1.65 Million Units

China auto industry body CPCA: China sold 1.65 million passenger cars in Oct, down 27.3% y/y

Nvidia, Rebellions and SK Telecom announce partnership to develop sovereign AI infrastructure with Nvidia NVLink Fusion

Weekly Recap: Q3 revenue and Q4 forecast and lithography supply plans. ASML Holding NV Sponsored ADR (EURONEXT:ASML) reported third-quarter revenue of €11.66 billion and a 57.5% gross margin, and forecast fourth-quarter revenue of €14.2 billion to €15.2 billion with a 57% margin. Previous Week Recap Q3 Results And Q4 Forecast : ASML reported Q3 revenue of €11.66 billion and a 57.5% gross margin on Oct. 14. It forecast Q4 revenue of €14.2 billion to €15.2 billion and a 57% margin. GuruFocus Supply Through 2028, Capacity Options : ASML Holding NV Sponsored ADR (ASML) said last month that it expects lithography equipment supply to remain uninterrupted through 2028 and is examining options to expand future capacity. Binance News Share Buyback Transactions Reported : ASML reported share buyback transactions under its current program, announced Jan. 28, 2026. The update was published in line with EU market abuse rules. GlobeNewswire

Raymond James Cuts Karman Holdings’ Price Target to $75 From $100

Jefferies Raises IGM Financial’s Price Target to C$95 From C$91

Nvidia Futures Fall After Board Probes Reports CEO Was Spy Target. By Jiahui Huang Nvidia futures declined as investors assessed the consequences of investigations into Jensen Huang's affair with an industry executive suspected of working for Chinese intelligence. The drop 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. Nvidia futures on CME's Globex were recently 4.1% lower at $179.77 on Monday. Nasdaq futures were last 1.1% higher. Shares of the AI chip maker, 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. Write to Jiahui Huang at jiahui.huang@wsj.com

BREAKING: US President Donald Trump called Jensen Huang a “fine person” and said he should stay on as the chief executive officer of Nvidia after Huang admitted to having an affair with a suspected Chinese spy. “I have not spoken to him about it,” Trump told reporters on Nov 8 before returning to Washington. “I just know he’s a fine person, but you never know what is going on.”

South Korean Watchdog Plans 331 Billion Won Fine for Baemin, 300 Billion Won for Coupang - yonhap

Fars: Overnight US Strike on Iran’s Qeshm Island Caused No Disruption to Essential Services

Iranian provincial official: Overnight US strike on Qeshm island did not affect key infrastructure and services - Fars News

Further Attack on Iran Would Reduce Its Military Capabilities, Israeli Official Tells Broadcaster

Israeli and American Military Officials Support Military Action Against Iran: Kan

Jensen Huang’s Chinese Spy Scandal Puts Nvidia CEO’s Future Under Scrutiny — But, Bettors Aren’t Worried Yet. Cryptocurrency bettors see little chance that NVIDIA Corp . NVDA CEO Jensen Huang will be removed from his role even as the billionaire admitted to an affair with a suspected Chinese spy on Sunday. Huang to Stay or Leave? Betting crowd on Polygon (CRYPTO: POL) -based Polymarket currently prices in only a 35% chance that Huang resigns or is removed as the company’s top executive by year-end. www.benzinga.com/prediction-markets Meanwhile, punters on Kalshi see a 35% chance of Huang’s removal before July 1, 2027. Nvidia’s Board to Investigate The development follows Huang’s admission that he had a romantic relationship with a woman U.S. officials suspected of being tied to Chinese intelligence . Huang reportedly told employees that he takes "full responsibility" and apologized for what happened. Nvidia’s board said it will form an independent committee and bring in outside legal help to examine the matter. Meanwhile, the company’s head of public policy communications said that Huang would continue to lead NVIDIA as CEO without interruption. U.S. officials had earlier suspected that Alice Huang , an executive at a Singapore-based data-center company, was helping China evade restrictions on advanced AI chipe, while maintaining a close relationship with Jensen Huang. Price Action : Nvidia shares are down 4.16% in overnight trading, according to Benzinga Pro. The stock closed 2.78% higher at $186.64 during Friday’s regular trading session. Benzinga’s Edge Stock Rankings indicate that NVDA maintains a weak price trend over the short, medium, and long terms.

Piper Sandler Raises Moderna Price Target to $305 From $230

Nvidia Faces Fresh Pressure as Jensen Huang Controversy Could Hurt Growth — Market Talk. Pressure on Jensen Huang could weigh on Nvidia in the near term, raising concerns about leadership, strategy and investor confidence as the artificial-intelligence chip giant navigates intensifying competition and mounting scrutiny over exports to China, according to Jukan Choe, an analyst at Citrini Research. Choe says the controversy could deal Nvidia a significant blow because of Huang's outsized influence over the company. He adds that Nvidia's ability to retain a startup-like culture despite its size has been largely driven by its founder, and concerns may emerge that innovation could slow if his leadership is weakened. He expects near-term downward pressure on Nvidia's shares and operations, adding that the company lacks an obvious successor to Huang. (sherry.qin@wsj.com)

Piper Sandler Raises Biogen Price Target to $305 From $245

Japanese Government Plans Financial Support for Regional Banks to Strengthen Cybersecurity: Kyodo

BHP and GoMount Sign Memorandum of Understanding on Copper Cathode Trade

Trump to Meet Chinese and Russian Leaders During Upcoming Trip to China - KYODO

40-Year Japanese Government Bond Yield Rises to 3.990%

JPMorgan Raises Swedbank Price Target to SEK 401 From SEK 324

investingLive Asia-Pacific market news: Asia shrugs off Nvidia scandal, oil steadies

Politicians Come And Go... The Machinery Of Oppression Remains

Iran's state TV, citing unnamed Revolutionary Guards navy official: Navigational aid systems in southern Hormuz destroyed, halting vessel transit on unauthorized route overnight

Iranian State TV Reports Destruction of Navigation Aids in Southern Hormuz, With No Ships Using Unauthorised Route Overnight

Euro Moves Higher Amid Growing ECB Rate Hike Expectations and US Dollar Weakness - FX

South32 Faces Growing Labour Pressure as Worsley Workers Plan 48-Hour Strike

Russian Oil Refinery Kinef Hit by Ukrainian Drone Attack, With Large Explosions Reported - WSN

Iraq Gas Complex Targeted in Drone Attack, Causing Electricity Outages

China Sees Sharpest Factory-Gate Price Rise in Nearly 4.5 Years, but Consumer Price Gains Slow - RTRS