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@ReutersAsia: [转推] LiveSquawk reposted China's factory-gate inflation at fastest in nearly 4-1/2 years in October, while CPI rise moderates

KDI Says AI Investment Continues to Support ‘Solid’ Growth in South Korea

Weak Consumer Demand Pushes China’s Inflation Lower Despite Rising Energy Costs - FT

Sterling Moves Higher Past 1.3350 Even as US Jobs Data Beats Expectations - FX

Qatar says US-Iran talks alive as Trump meets Qatari PM, oil swings on mixed signals

US Allies to Gauge Trump Administration’s Policy Direction After Midterm Setback at G7 Talks - RTRS

"A Detonator Set Off Right On Cue": Why Washington Seized On The Jensen Huang Scandal To Draw Its Sword [链接预览] "A Detonator Set Off Right On Cue": Why Washington Seized On The Jensen Huang Scandal To Draw Its...

China transport ministry: to keep suspending probe into impact on shipping, shipbuilding supply chain security until Jan 10, 2027

China transport ministry: to extend suspension of special port fees on US vessels until Jan. 10, 2027

China Develops Comfortable Brain-Reading Device With 94% Typing Accuracy in Day-Long Trial - SCMP

A basket of Chip CDS now trades wider than a basket of Hyperscaler CDS for the first time

Jensen Huang Apologized to Nvidia for His Infidelity. His Kids Are On Staff. — WSJ. By Anissa Gardizy and Robbie Whelan When Nvidia Chief Executive Jensen Huang apologized to his employees for marital infidelity, he addressed the note "To my colleagues at Nvidia" — then began talking directly to his family. "I know an apology cannot undo what I have done," he wrote. "I hope our family will heal and that, over time, I can earn back your trust." The Wall Street Journal and other outlets have reported that the U.S. government believes Alice Huang, then a top executive of a Singaporean data center company that works with Nvidia, was providing information to China's intelligence services while engaged in a relationship with Jensen Huang. On Sunday, Nvidia's board of directors said it was launching an investigation into reports that Huang had been the target of a foreign intelligence effort. The Santa Clara, Calif.-based semiconductor firm has long stood out among its tech-giant peers for its unusually small workforce and flat leadership structure. A CEO without a clear No. 2 or successor, Huang manages a huge swath of the company personally — while increasingly entrusting responsibility to the next generation of his family. Huang's two children, daughter Madison Huang and son Spencer Huang, both work for Nvidia, as does Madison's husband, Nico Caprez. The firm he co-founded has grown into the world's most valuable company, with a market capitalization of more than $4 trillion. The new disclosures have raised questions about the Nvidia leader's lobbying against export controls prohibiting sales of powerful AI chips within China and the company's efforts to keep chips it sells from winding up there. On Sunday, President Trump said on Fox News he thought Huang should stay on as CEO. By some measures Jensen Huang has made Nvidia a family business to a degree that is unique in Silicon Valley. Huang has put the two children he has with his wife of more than 40 years in high-priority business units at Nvidia. Madison Huang has spent much of her time working on Omniverse, a software division seen as key to helping the company expand beyond the hardware business. She often accompanies her father on business trips and is part of a small group of Nvidia executives known informally as "The Band" who travel with him to help manage his presentation at speaking engagements, according to people familiar with the matter. Spencer Huang, who works in Nvidia's robotics group, is more soft-spoken than his hard-charging sister, employees say. His total compensation for fiscal 2026 was $1.3 million, while Madison Huang's was $1.2 million, according to a proxy statement filed by Nvidia in May. Neither followed a traditional path to Nvidia. Madison Huang went to the Culinary Institute of America and Le Cordon Bleu, and has also worked for the luxury goods conglomerate LVMH. Her brother moved to Taipei and opened a popular cocktail bar before returning to get his M.B.A. at New York University. Newlyweds Madison Huang and Caprez were in attendance last week when Jensen Huang hosted a gala to benefit the San Francisco Opera, which was attended by a who's-who of AI executives. In a toast at the gala, the Nvidia CEO thanked Madison Huang for the personalized touches she brought to the event, which included elaborate decorations that evoked the set of "The Marriage of Figaro," the Mozart opera being performed later that night, passed hors d'oeuvres including beef Wellington bites and tuna carpaccio, and a whiskey cocktail named for Count Almaviva, a character from the opera, according to a person who attended. Caprez, who began dating Madison Huang while both were in business school in London, became a vice president in January, after joining the firm in 2024 as a corporate development manager. A former Alpine ski racer, he is now one of the main executives in charge of Nvidia's relationships with up-and-coming cloud-computing providers and its strategy of providing financial guarantees to customers. Jensen Huang and wife Lori Huang met while studying at Oregon State University, when he was 17 and she was 19. Jensen Huang said in a fireside chat that he told her she would get straight A's in school if she studied with him every week. "As a result, I had a date every Sunday," he said. He also promised her that she would be a CEO of a company by the time he was 30. Lori Huang often accompanies him to events and serves as president of the family's $9 billion charitable foundation. Jensen Huang remarked recently to senior executives that since he and Lori got married, she has done everything for him, including signing paperwork and managing their finances, according to someone who heard the remarks. He joked that he didn't know his own address or pay any of his bills. In 1993, when Huang founded Nvidia, he was already a father. He and his wife raised their children in San Jose, before moving to a home in Los Altos Hills. The children grew up attending Nvidia events, including the company's annual GTC conference. Jensen Huang once told a close family friend, when his children were young, that it would be his dream if one of them ran Nvidia one day. He once remarked in a company all-hands that he thought parents wouldn't suggest their children as employees unless they were qualified enough to have the job. He also quipped that the children of employees sometimes do better than their parents, according to employees who were there. Write to Anissa Gardizy at anissa.gardizy@wsj.com and Robbie Whelan at robbie.whelan@wsj.com

Mitsui Chemicals and Development Bank of Japan Agree to $8.8 Billion JSR Acquisition - WSJ

Japanese Challenger Tashima Sees 20%-30% Chance of Defeating FIFA President Infantino - SCMP

China Sees Imported Inflation Pick Up, With PPI Recording Its Biggest Increase Since 2022

Nvidia’s AI Chip Exports Emerge as Target in Democratic Congress: BBG

Trump Endorses Amnesty, Admits Deportations "Might Be Too Tough" An Hour Before Naming Their Architect Chief Of Staff [链接预览] Trump Endorses Amnesty, Admits Deportations "Might Be Too Tough" An Hour Before Naming Their...

Ousted Bangladeshi Prime Minister Sheikh Hasina requests new passport and ID card to return home from self-imposed exile in Delhi

"Hard to describe the week’s price action as anything but ugly" - GS Derivs desk

【最新内容：unusual_whales @unusual_whales · 2026-11-09T03:16:00.000Z】 The Grok war-planning story is now a congressional file: the House is laying groundwork to investigate Trump's use of Musk's chatbot in the Maduro operation, per WaPo. Read more: [链接预览] House Laying Groundwork to Investigate Trump Use of Grok to Plan Maduro Capture, Washington Post... 【回复上下文：unusual_whales @unusual_whales · 2026-11-06T17:24:00.000Z】 BREAKING: The House is laying the groundwork to investigate Trump's use of Musk's AI chatbot, Grok, to plan the military operation and capture of Maduro, per WaPo

South Korean Regulator Penalises Coupang 300.8 Billion Won Over Competition Violations - FT

South Korea's Antitrust Regulator Imposes 300.8 Billion Won Fine on Coupang for Market Abuse

Building Fire in China's Taiyuan Claims 14 Lives, Xinhua Reports

WSJ: Japan spent a record $50 billion in one day to defend the yen, data confirms [链接预览] investinglive.com WSJ: Japan spent a record $50 billion in one day to defend the yen, data confirms Japan spent a record $50 billion on July 30 to prop up the yen, data showed, part of about $97 billion across July and August that included rare joint action…

China: building fire in Taiyuan kills 14 - Xinhua

China Rehearses Taiwan Blockade In Unannounced Naval War Drill

South Korea to Carefully Assess US Nuclear Project Remittance, Which Remains at an Early Stage

Seoul to Release $10 Billion for US Nuclear Project Only After Full Business Feasibility Assessment

South Korea finance minister: nuclear project remittance to US remains preliminary, will review closely

South Korea finance minister: $10 billion remittance for US nuclear project to proceed only after business feasibility review completion

Hyperliquid Data Shows Nvidia Perpetual Futures Falling About 3%

Nvidia shares tumble about 3.5% after hours on Blue Ocean alternative trading system

Nvidia perpetual futures drop about 3%: Hyperliquid pricing

Nvidia falls about 3% in after-hours and perpetual futures trade. Out-of-hours trading and perpetual futures products tracking Nvidia NVDA shares fell on Monday, after the world's most valuable chipmaker said it was investigating whether CEO Jensen Huang had been targeted in a foreign intelligence effort. Perpetual futures trading on the Hyperliquid exchange and after-hours shares trading on the Blue Ocean system showed prices around $180.30 a share, down about 3.4% from Friday's Nasdaq closing price of $186.64.

*TAIWAN'S TAIEX EXTENDS GAINS TO 6.3% ON STABLIZATION MEASURES

Philippines to Review Economic Growth Projections as Officials Plan Meeting for Early December

China extends suspension of 24% tariffs on US goods, keeps 10% levy ahead of APEC

Beijing to Continue Pausing 24% Tariffs on US Imports Until January 10, Maintain 10% Tariff Rate

US Warns Of Ongoing Cyber Threat To Industrial Freezers And Cold Storage

China to extend suspension of 24% US tariffs for two months from Nov. 10, maintain 10% tariffs: statement

Crude Oil Slips Amid Optimism Over Reduced Middle East Tensions - WSJ

@lookonchain: [转推] zerohedge reposted After Jensen Huang admitted having an affair, a whale opened a 10x short on 30,000 $NVDA ($5.44M) on Hyperliquid. https://hypurrscan.io/address/0xc3ed57a7a8fa374af47eba5dd713bc2946f800dd#perps…

@_FORAB: 【最新内容：AB Kuai.Dong @_FORAB · 2026-11-09T02:31:22.000Z】 [转推] zerohedge reposted Screenshots of Alice Huang’s WeChat Moments shared by a Binance user show that the earliest publicly available evidence of Jensen Huang’s affair with Alice Huang dates back to June 2024. A guy in his 60s and a Chinese woman more than 20 years younger than him. From California in the U.S. to Taipei and Singapore, old Huang’s life of pleasure. 【引用内容：AB Kuai.Dong @_FORAB · 2026-11-09T02:21:11.000Z】 Photos from Alice Huang’s WeChat Moments, the woman Jensen Huang allegedly had an affair with, have leaked After the news broke, Alice Huang hid her Moments posts. Sis had been openly posting photos of them together for the past six months, and plenty of people thought they were

Ron DeSantis: "Young people have a very positive view of socialism compared to capitalism. The question is, why is that? Some of it is the education in our universities. But I think a big part of that is, what they're comparing is not free enterprise versus socialism. What they're comparing is how government gets involved in business, and you have crony capitalism. The best kind of indirect supporters of socialism are some of these corporatist republicans who propagate these crony policies. The average person is seeing that and saying, 'Wait a minute, you're trying to bend the government to funnel benefits to this corporation or that industry. What about having a competitive market? ... Young people really aren't seeing that. They're seeing just a handful of companies that have an outsized influence on our economy and on our society"

KOSPI Gains 2% in Early Trading

Taiwan's Benchmark Stock Index Advances 6.4% in Broad Rally

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

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.

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