Wall St futures rise after rough week, but Nvidia unsettles investors. US stock index futures attempted a recovery on Monday as investors hunted for bargains following a steep slide in equities last week, while awaiting more clarity on the controversy surrounding Nvidia CEO Jensen Huang. The gains kick off a pivotal week expected to offer some insight into whether last week's selloff post the midterms went too far or was warranted. But despite the relatively calm start, several concerns were converging under the surface, analysts warned. Shares of Nvidia NVDA , the second most valuable company in the world, fell 4.5% premarket after an internal investigation into whether CEO Huang had been targeted by a foreign intelligence effort raised questions about his future at the AI chipmaker. "Given Huang's central role in Nvidia's success and the wider AI investment narrative, even speculation about leadership uncertainty could unsettle investors," said Daniela Hathorn, senior market analyst at Capital.com. Additionally, questions about the sustainability of the AI boom lingered following the Democrats' midterm triumph last week, and fears of a December rate hike also persisted following October's stronger-than-expected jobs data. At 5:10 a.m. ET, Dow E-minis (YMcv1) were up 376 points, or 0.73%, S&P 500 E-minis (EScv1) rose 29.75 points, or 0.40%, and Nasdaq 100 E-minis NQ1! added 56.5 points, or 0.21%. While "bargain hunting" was driving a recovery, "the modest gains in Nasdaq futures compared with the stronger advance in Dow futures suggest that investors remain selective," said Naeem Aslam, chief investment officer at Zaye Capital Markets. CHIPS SUBDUED, MARKETS AWAIT EARNINGS Shares of some chipmakers fell premarket, with Intel INTC , Marvell Technology MRVL and Qualcomm QCOM down between 0.50% and 1.21%. The Philadelphia Semiconductor Index SOX ended Friday with its biggest weekly loss since March 2025. "The AI correction in equities could have much further to run," wrote Thomas Mathews, head of markets for Asia Pacific at Capital Economics. "One further risk would be any concrete sign that the hyperscalers were paring back capital expenditures," he added. Microsoft MSFT , Alphabet GOOG and META META were up less than 1% each, suggesting investors were hesitant to take big positions. Earnings are due on Monday from investment giant KKR (KKR.O) and Constellation Energy CEG , an energy firm with exposure to the AI boom. KKR was up 3.7% ahead of the results, while Constellation was flat. Of the 335 companies in the S&P 500 that reported earnings as of Thursday, 82.4% beat estimates, according to Tajinder Dhillon, head of earnings and equity research at LSEG Data and Analytics.
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What to Know About Nvidia's Investigation After CEO's Affair — WSJ. By Amrith Ramkumar Nvidia's board of directors is probing whether CEO Jensen Huang was the target of a foreign espionage effort after he had an intimate relationship with an industry executive suspected of working for Chinese intelligence. Here is what to know about the investigation and Alice Huang, then a top executive at Megaspeed International. What is Nvidia's board investigating? The company's board is probing whether Jensen Huang shared sensitive national-security or Nvidia information with Alice Huang. Given Jensen Huang's close relationship with President Trump and the sensitive nature of the technology underpinning Nvidia's artificial-intelligence chips, valuable information reaching Chinese leaders is a concern to U.S. national-security officials. The board said it "has no reason to believe that either national security or Nvidia secrets were compromised" and will examine all available information. What is Megaspeed? The Singapore-based company builds data centers in southeast Asia and was spun off from a Chinese company in 2023. It is among a host of companies in Asia that have established partnerships with the chip maker, promising to use its chips in data centers and rent that computing capacity to customers. Officials from U.S. agencies, including the Commerce Department and Justice Department, have investigated Megaspeed and its potential ties to the Chinese government for more than a year, according to people familiar with the situation. Megaspeed couldn't immediately be reached for comment. The company has previously said it is a "compliant and legitimate company." What was known previously about their relationship? Alice Huang and Nvidia's CEO were photographed together in Taipei in 2024 and 2025. Alice Huang also goes by Huang Le and isn't related to the Nvidia CEO. Last year, U.S. intelligence officials concluded that she was sharing information with the Chinese government while working with Nvidia to build data centers in Asia. Authorities in Singapore, where Megaspeed is based, and in Taiwan suspected that she was recruited by Chinese intelligence services after they learned of what they saw as a close relationship between her and the Nvidia chief. Nvidia previously said Jensen Huang's interactions with Alice Huang were "not unusual or unexpected" given their business ties. Were Jensen Huang and Alice Huang having an intimate relationship? Yes. The Nvidia CEO confirmed in a Sunday note to staff that he had an extramarital affair and apologized for being unfaithful to his wife, to whom he has been married for more than 40 years. The close nature of the relationship is relevant as the board tries to figure out whether Jensen Huang shared any sensitive information with Alice Huang. What does the affair have to do with selling chips? Intelligence officials suspected Jensen Huang of having an affair with Alice Huang at the same time that the Nvidia CEO was lobbying Trump to allow the company to export chips to China and all over the world. Jensen Huang made a push to export powerful Nvidia chips directly to China late last year before a meeting between Trump and China's Xi Jinping in South Korea, an effort that was eventually nixed by Secretary of State Marco Rubio and other officials. Trump eventually agreed to let Nvidia export a less powerful product to China in exchange for the government getting a 25% cut of the sales. China hasn't imported the chip in large quantities while it attempts to boost its domestic semiconductor industry. Nvidia has also become a leading maker of open-weight AI models that let the user customize them and regularly talks to the Trump administration about sensitive AI policy matters. Jensen Huang has walked a tightrope between the world's two leading economies and praised China's technical talent. What has the Trump administration said? Asked Sunday if Huang should stay on as Nvidia CEO, Trump said on Fox News, "I think so, oh yeah, sure," adding that "he's an honorable guy. I think he probably has an excuse for it." Trump said he hadn't spoken with Huang about the matter. "He's done an amazing job for our country," Trump said. The president and Huang have previously said they talk frequently about AI policy and other matters. Asked if Trump wished that he had acted on intelligence when he was briefed, the president said no. Who is Jensen Huang's wife and who are his kids? Huang has been married to wife Lori Huang since 1985. Lori is president and a board member of a charitable foundation that she and her husband co-founded in 2007 and that has roughly $9 billion in assets, much of it in Nvidia stock. Their two children, daughter Madison and son Spencer, work for Nvidia, as does Madison's new husband, Nico Caprez. Spencer works in Nvidia's robotics group while Madison works on Omniverse, a software division. Caprez is among the executives in charge of Nvidia's relationships with up-and-coming cloud-computing providers and its strategy of providing financial guarantees to customers. Where is Alice Huang now? It couldn't be determined where Huang is now or whether she still holds a top role at Megaspeed. In late 2024, as authorities started to surveil her, she disappeared into China for a period, The Wall Street Journal has reported. Attempts to reach her for comment were unsuccessful. Write to Amrith Ramkumar at amrith.ramkumar@wsj.com
US opens probe into 2,895 Waymo vehicles over school bus safety violations. The US National Highway Traffic Safety Administration said on Monday it had opened a recall query into 2,895 vehicles operated by Alphabet's GOOG self-driving unit Waymo over continued traffic safety violations involving the vehicles' behavior when encountering school buses.
@AndreasSteno: [转推] LiveSquawk reposted 😅
Advanced Micro Devices Raised to Outperform From Perform by Oppenheimer. Ratings actions from Benzinga: https://www.benzinga.com/quote/AMD/analyst-ratings
UKRAINE'S MILITARY SAYS THEY'VE HIT RUSSIAN FUEL MISSILE PRODUCER NEAR ST PETERSBURG
Nvidia CEO Investigation Could Imperil Tech Sector Recovery — Market Talk. An investigation into reports that Chief Executive Jensen Huang had a romantic relationship with a suspected Chinese spy could threaten the rebound in some tech sector stocks, Capital.com's Daniela Hathorn says in a note. "Given Huang's central role in Nvidia's success and the wider AI investment narrative, even speculation about leadership uncertainty could unsettle investors." (miriam.mukuru@wsj.com)
Nvidia on Track to Lose More Than $230 Billion in Market Value — Market Talk. Nvidia is on course to lose around $232 billion in market value on Monday after the company's board said it is launching an investigation into CEO Jensen Huang. The board is probing a romantic relationship Huang had with an executive suspected of working for Chinese intelligence. The company said it has no reason to believe either the company's secrets or national security were compromised, and expressed confidence in the CEO's leadership. Shares in the world's most valuable company fell by around 5.15% in volatile premarket trade. Nvidia stock is down around 26% from the stock's October peak, with shares on track for their worst year since 2022. (josephmichael.stonor@wsj.com)
Oppenheimer upgrades Advanced Micro Devices to Outperform from Perform, sets price target at $600. Oppenheimer upgraded Advanced Micro Devices to Outperform from Perform and set a price target of $600. The price target implies an upside of 33.6% from the Nov 6 close of $449.04. Recent analyst actions on Advanced Micro Devices Date Firm Action Rating Price target Nov 4 UBS Maintains Buy $700 Nov 4 JP Morgan Maintains Neutral $575 Nov 4 Morgan Stanley Maintains Equal-Weight $550 Nov 4 Piper Sandler Maintains Overweight $650 Nov 4 Wells Fargo Maintains Overweight $650 Across the five most recent analyst notes published on Advanced Micro Devices over the past 30 days, price targets range from $550 to $700. Explore more price target data and ratings for Advanced Micro Devices on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .
GE Vernova To Supply 3 Wind Turbines For German Wind Farm. WASHINGTON (dpa-AFX) - Energy equipment maker GE Vernova Inc. (GEV) announced on Monday that it has signed an agreement with German utility Stadtwerke Heidenheim AG to supply three onshore wind turbines for the Schlotberg-Jöchsen wind farm in Germany. The company said the order includes three 5.5 MW-158m onshore wind turbines and a 20-year service agreement. GE Vernova said the project marks its sixth collaboration with Stadtwerke Heidenheim and will increase the utility's installed fleet of GE Vernova turbines in Germany to 74 megawatts of capacity. The company said deliveries are scheduled to begin in August 2027, with commissioning expected in December 2027. Shares of GE Vernova rose 0.24% to $775.99 in premarket trading after ending Friday's session up 0.47%. Copyright(c) 2026 RTTNews.com. All Rights Reserved Copyright RTT News/dpa-AFX
Nvidia CEO Jensen Huang Might Temporarily Step Down, AJ Bell Says — Market Talk. Nvidia CEO Jensen Huang might temporarily step aside while the board investigates his affair with an industry executive suspected of working for Chinese intelligence, AJ Bell's Dan Coatsworth writes. Huang may also decide to step down if he believes the incident has tarnished the company's reputation, or the board may decide he has to go, Coatsworth adds. "Nvidia chief executive Jensen Huang is in a precarious position, and the dial on his situation currently sits at 'highest risk'," Coatsworth says. Shares are down 4.9% in premarket trading. (ian.walker@wsj.com)
Nvidia's Stock Falls 5%. What That Tells Us About Jensen Huang's Future. — Barrons.com. By Adam Clark Nvidia CEO Jensen Huang faces a huge test of his position following news he had a romantic relationship with an executive suspected of working for Chinese intelligence. The stock reaction suggests the market thinks he will hang onto his position. Nvidia shares were down 4.9% at $177.53 in premarket trading. The stock has dropped 18% in the past month and is on pace for its worst year since 2022. The premarket drop is a significant move but less than might be expected if the market was assuming Huang — who founded Nvidia and has shaped its culture- was on his way out. However, Huang now faces an independent company investigation and is also likely to face questions from Congress. While he will remain Nvidia CEO in the meantime and has said he remains "fully committed" to the company, that will inevitably create uncertainty over the stock for weeks and probably months to come. Huang is relatively vulnerable as tech bosses go, as Nvidia doesn't have the type of dual-class stock which gives other CEOs such as Meta Platforms' Mark Zuckerberg or SpaceX's Elon Musk outsized voting power at their companies. Huang holds a 3.4% stake in Nvidia, according to FactSet. That means the board or investors could push him out. The findings of the independent investigation would have to be exceptionally damning to justify ousting Huang. There is no clear successor within Nvidia, with Huang having publicly dismissed the idea of succession planning and having an unusually wide range of direct reports under him. Forcing Huang out would also risk a wider panic across the artificial-intelligence sector, with Nvidia acting as major investor and lender to multiple AI companies - a strategy that could come under question with a new CEO. Huang has received early public support from figures including President Donald Trump, who when asked by reporters said he should stay and "he's an honorable guy", as well as Musk and billionaire investor Bill Ackman. But being close to Trump might not be much of a boon for Huang, after Democrats took control of Congress in the midterm elections with plans to investigate the administration's relations with the tech sector. Assuming Huang does survive as Nvidia CEO, he is likely to have to at least rein in his role as spokesperson for the AI boom and proponent of looser controls on chip exports. And that's another blow for the AI trade as a whole at a time when it was already looking shaky. Write to Adam Clark at adam.clark@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.
Morgan Stanley Asks Who's Afraid Of The Big Blue Wave? [链接预览] zerohedge.com Morgan Stanley Asks Who's Afraid Of The Big Blue Wave? "Whether we’re seeing a real turn in the cycle, or nearing a clearing event for key uncertainties, remains the central question..."
$SPCX - STIFEL REITERATES BUY ON SPACEX WITH $190 PRICE TARGET Stifel maintains its Buy rating on SpaceX, arguing that tighter US data-center permitting could create new opportunities. With $40 billion in committed GPU financing, SpaceX could acquire stalled AI infrastructure projects with secured power access. The firm also sees growing potential for orbital computing, while Qualcomm's selection as a radio supplier strengthens SpaceX's mobile-network ambitions.
Eurozone Sentix investor confidence weakens further in November as global growth momentum fades
TRUMP SAYS HE WAS ONLY KIDDING ABOUT OFFERING UFC BOSS DANA WHITE THE ROLE OF WHITE HOUSE PRESS SECRETARY
@themarketear: [转推] zerohedge reposted Only 57% of analysts are buy / overweight on Apple. https://zerohedge.com/the-market-ear/king-apple-winning-ai-race-not-running…
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
Table: ASE Technology Holding 3Q Net Profit NT$27.88B Vs NT$11.36B
Ethereum remains vulnerable to further downside as traders brace for US CPI and Iran developments
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).
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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
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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.