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@SecRubio: [转推] LiveSquawk reposted We remain focused on addressing threats to regional stability and working with our partners to confront ongoing security and humanitarian challenges around the world. In discussions at the G7, I emphasized the need for UN agencies to eliminate wasteful bureaucracy and make humanitarian aid more efficient. Our assistance must remain temporary, targeted, and accountable.

@SecRubio: [转推] LiveSquawk reposted At the G7, I met with French Foreign Minister @jnbarrot to discuss U.S. concerns about the International Criminal Court, the situation in the Middle East, and the challenges faced by U.S. businesses in Europe.

@elwasson: 【最新内容：Erik Wasson @elwasson · 2026-11-09T15:31:38.000Z】 [转推] LiveSquawk reposted Notable HFC calling for a stock trading ban that INCLUDES president and his family 【引用内容：House Freedom Caucus @freedomcaucus · 2026-11-09T15:00:13.000Z】 🚨BREAKING: House Freedom Caucus leadership just dropped a lame-duck roadmap for @SpeakerJohnson and @LeaderJohnThune. Strip Democrat leverage. Deliver real wins. Do it before the clock runs out. No leaving town until it’s done — let’s finish the job!

TBTFire

Fed's Goolsbee: Starting to see inflation kicking up in services

Axon Enterprise Is Maintained at Overweight by Barclays. Ratings actions from Benzinga: https://www.benzinga.com/quote/AXON/analyst-ratings (15:30 GMT) Axon Enterprise Price Target Cut to $507.00/Share From $688.00 by Barclays Ratings actions from Benzinga: https://www.benzinga.com/quote/AXON/analyst-ratings

@JorgeLiboreiro: [转推] LiveSquawk reposted 🚨 Ursula von der Leyen replies to Jared Kushner: "Any meaningful discussions about Europe's security architecture can only be undertaken once a ceasefire in Ukraine has been achieved. It must take place in an appropriate forum, in particular with NATO allies and EU members."

Eli Lilly $LLY said its new obesity pill, Foundayo, significantly reduced the severity of sleep apnea in a late-stage trial - CNBC

GOOLSBEE SAYS SERVICES INFLATION BEGINNING TO 'KICK UP' GOOLSBEE SAYS INFLATION HAS BEEN THE 'BIG PROBLEM' GOOLSBEE SAYS MUST COME TO TERMS WITH FAILURE ON INFLATION GOOLSBEE SAYS DATA CENTERS LOOK LIKE 'OLD-FASHIONED OVERHEATING' GOOLSBEE SAYS EMPLOYMENT, GROWTH ARE 'PRETTY STABLE'

@connorstringer: 【最新内容：Connor Stringer @connorstringer · 2026-11-09T15:28:32.000Z】 [转推] LiveSquawk reposted The incident appears to have passed, with the White House lockdown now lifted. Reporters are being allowed out of the briefing room again. Still awaiting official details on exactly what happened. 【引用内容：Connor Stringer @connorstringer · 2026-11-09T15:17:19.000Z】 Here’s what we tbink has caused the White House to lock down. Individual appears to have driven their car into Lafayette square then fought with secret service. Very unwise. x.com/connorstringer…

Fed's Goolsbee: Consumer spending has been main driver of growth

【最新内容：unusual_whales @unusual_whales · 2026-11-09T15:26:50.000Z】 What a move off the open! Our hosts missed the breakout on futures... But Flow in Motion starts now! What options flow do you wanna see? [链接预览] youtube.com $NVDA Jensen Huang Scandal | Oil Tumbles | WhaleWatch | Live GEX and... Tune in to WhaleWatch: Every Monday and Wednesday at 9:20am ET!9:... 【回复上下文：unusual_whales @unusual_whales · 2026-11-09T14:32:08.000Z】 As $SPX opens green, the Unusual Whales live show @WhaleWatch_UW is live! Trading futures using Periscope True GEX and chatting news! [链接预览] LIVE 1,249 views unusual_whales @unusual_whales $NVDA Jensen Huang Scandal | Oil Tumbles | WhaleWatch | Live GEX and Futures Trading

Fed's Goolsbee: Data centers looking like old-fashioned overheating.

Fed's Goolsbee: Starting to see inflation kicking up in services.

Moody's affirms Verizon's Baa1 Sr unsecured; outlook stable. $VZ

Bloom Energy Stock Soars: What's Going On. Bloom Energy Corp . BE shares are booming Monday. RBC Capital Markets argued that the fuel cell maker is still well positioned after the election. Here’s what you should know . Bloom Energy stock is surging to new heights today. Why is BE stock surging? Bloom Energy Stock Rises as RBC Defends Outperform RBC Capital Markets analyst Christopher Dendrinos reiterated an Outperform rating and a $335 price target. RBC’s note says the midterms revealed growing resistance to data centers and louder demands for oversight, but that Bloom keeps a favorable position. Dendrinos wrote, “We do not think datacenters are dead.” Dendrinos expects projects to involve more community input and more careful site selection, which slows construction and adds short-term uncertainty for Bloom. Besides fast delivery, Bloom offers cleaner exhaust, a lower noise profile and zero water consumption, Dendrinos said, and those traits carry more weight as developers court local support. RBC left its estimates unchanged. The $335 target applies a 22 times multiple to 2028 earnings, roughly double the two-year forward average. RBC’s best case is $428 a share, and its worst case is $74. RBC Sees Limited Texas Fallout for Bloom Bears may overstate the Texas risk, Dendrinos said. Inexpensive grid power and light regulation have sent developers to other suppliers there, so Bloom has little business in the state and has only just started delivering its initial fuel cells. Governor-elect Gina Hinojosa said in an interview that the incoming governor does not want to ban data centers and prefers rules that give communities more say, Dendrinos noted. A poll found 79% of Texans favor limits on data center growth, mostly over power bills, water, outage risk, noise and pollution, concerns fuel cells are built to ease. Dendrinos expects a moratorium and the continuing ERCOT and PUCT grid-connection review, called Batch Zero, to slow projects in the near term. Slower grid hookups may nudge developers toward making their own power at the site, which plays to Bloom’s strengths. Canada Funding and NTT DATA Deal Support Bloom Dendrinos also cited two positives abroad. Canada’s budget sets aside a proposed $6 billion over six years, beginning in 2028-29, for new low-carbon power technologies such as solid oxide fuel cells. The budget does not say how much would go to fuel cells. Bloom’s biggest overseas project to date is an NTT DATA deal to install 900 megawatts of on-site power at data centers worldwide. Risks include competition from gas turbines, penalties for missed performance targets, reliance on a few big customers and supply chain disruptions. BE Shares Are Flying BE Price Action: Bloom Energy shares were up 13.21% at $196.12 at the time of publication on Monday, according to Benzinga Pro .

Oklo Price Target Maintained With a $36.00/Share by Wedbush. Ratings actions from Benzinga: https://www.benzinga.com/quote/OKLO/analyst-ratings

Fed's Goolsbee: We've got to come to terms with inflation failure

Fed's Goolsbee: Big problem has all been on the inflation side.

Fed's Goolsbee: Employment and growth are actually pretty stable.

Flash Heard: Why Nvidia's Troubles Don't Spell Doom for the AI Trade — WSJ. By Aaron Back The AI boom has seen its top cheerleader tarnished over the weekend by revelations of Jensen Huang's romantic relationship with a suspected Chinese spy. But as Monday's market action demonstrates, the company's troubles could work to the advantage of many others in the AI ecosystem. The most obvious beneficiaries are Nvidia competitors like AMD and Broadcom, which were both rallying early Monday. But Nvidia's many, many customers also stand to benefit. One fallout from the entire saga is likely to be strengthened controls on where the most advanced AI chips from Nvidia and others are sold. The Trump administration and Congress will almost certainly be taking another hard look at loopholes that allow chips and computing power to be accessed by China through intermediaries in Southeast Asia and elsewhere. Chip companies themselves will also be incentivized to apply more scrutiny to customers. That should mean more Nvidia and other advanced chips available to U.S. customers, possibly even at better prices. That includes hyperscalers like Amazon, Microsoft, Meta and Google-parent Alphabet. Their stocks were all up by 2% to 5% Monday morning. (Many of these companies are also Nvidia competitors at the same time, developing their own in-house chip alternatives.) The list of major domestic chip purchasers also includes the neoclouds. CoreWeave, whose fortunes are most closely tied to Nvidia due to the latter's equity stake in it, was nonetheless up 5% Monday morning. Its rival Nebius was up around 6%. And of course, the list also includes the big unlisted model developers like OpenAI and Anthropic. On the surface, the Nvidia imbroglio certainly doesn't seem like ideal timing for Anthropic's path to an initial public offering. But it could well mean better chip availability for the company. And it also goes some way to vindicating Anthropic CEO Dario Amodei's skeptical positions on China, which have included advocating for stronger chip controls. 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).

CoreWeave Is Maintained at Overweight by Wells Fargo. Ratings actions from Benzinga: https://www.benzinga.com/quote/CRWV/analyst-ratings (15:23 GMT) CoreWeave Price Target Cut to $115.00/Share From $160.00 by Wells Fargo Ratings actions from Benzinga: https://www.benzinga.com/quote/CRWV/analyst-ratings

New Migrant Caravan Heads North After Democrats Win Midterms

WATCH LIVE: Vance Delivers Remarks at a National Veterans Small Business Week Kickoff [链接预览] youtube.com Vice President JD Vance Delivers Remarks at a National Veterans Small... Washington, DC

@elonmusk: [转推] zerohedge reposted Memory bandwidth was held constant though

Barclays maintains Axon Enterprise at Overweight, lowers price target to $507 from $688. Barclays maintained Axon Enterprise at Overweight and lowered its price target to $507 from $688, a 26.3% decrease. The price target implies an upside of 62.0% from the Nov 6 close of $313. Recent analyst actions on Axon Enterprise Date Firm Action Rating Price target Nov 6 JP Morgan Maintains Overweight $610 Nov 6 RBC Capital Maintains Outperform $615 Nov 6 Piper Sandler Reiterates Overweight $540 Nov 6 Needham Maintains Buy $500 Oct 26 TD Cowen Maintains Buy $800 Across the five most recent analyst notes published on Axon Enterprise over the past 30 days, price targets range from $500 to $800. Explore more price target data and ratings for Axon Enterprise on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Fear & Greed Index: 31/100 - Fear

Crypto Fear & Greed Index: 29/100 - Fear

@GFXFTs: [转推] LiveSquawk reposted 🚨 GGMA Macro Roadmap: US and Norway CPI, Fed and BoE Speakers US inflation data at 14:30 CET could decide whether money markets keep pricing in an 81% chance of a Fed hike on 9 December. Norway's October inflation at 08:00 CET could bring a December hike by Norges Bank back into play. Twelve central bankers speak, and the Fed and BoE officials among them could move rate expectations as much as the data. Also on the calendar: Japan's September current account is due at 00:50 CET, and the US NFIB small-business survey is due at 12:00 CET. The US Treasury sells 10-year notes at 19:00 CET. Try GGMA free for 30 days, no credit card needed: http://ggma-app.com/sign-up?utm_source=x&utm_medium=social&utm_campaign=preview-10112026… Read the full article on our website for free: https://ggma-app.com/public-article/us-and-norway-cpi-fed-and-boe-speakers-ggma-day-ahead-235?utm_source=x&utm_medium=social&utm_campaign=preview-10112026…

@connorstringer: 【最新内容：Connor Stringer @connorstringer · 2026-11-09T15:17:19.000Z】 [转推] LiveSquawk reposted Here’s what we tbink has caused the White House to lock down. Individual appears to have driven their car into Lafayette square then fought with secret service. Very unwise. 【引用内容：Connor Stringer @connorstringer · 2026-11-09T15:15:20.000Z】 NOW at the White House — press corps has been ordered inside by the secret service as part of some kind of lockdown. Not clear why or what the threat is. Separate videos suggest a car has rammed into the north end of Lafayette Square Park and then fought with Secret Service and

Google Pushes New AI Chips. Why There Could Be an Opening. — Barrons.com. By Adam Clark Google on Monday unveiled two new variants of its in-house artificial-intelligence chips. The push comes just as market leader Nvidia is grappling with an investigation into reports that its CEO Jensen Huang was targeted by a foreign intelligence effort. Google, which is owned by Alphabet, said it has expanded the eighth-generation lineup of its Tensor Processing Units with two new systems, the TPU 8tx and TPU 8i Max. The search company unveiled the initial TPU 8 chips — designed in collaboration with Broadcom — earlier this year, for training AI models and inference, or running those models. Now it is making more specialized versions. Alphabet said the TPU 8tx was targeted at businesses and governments running AI with sensitive data and was optimized for "secure and confidential inference." Due to its hardware design, developers can fine-tune models and train AI agents without needing to move data between separate computing clusters. Meanwhile, the TPU 8i Max is designed to overcome the so-called "memory wall" in running large AI models, where there is a gap between how quickly an AI chip can do calculations and a memory chip can feed in data, leading to inefficient processing. "TPU 8i Max scales compute and memory in lockstep...so processors remain equipped with essential data and so that large workloads do not stall," Google said. The increased range comes just as Google markets its hardware more fiercely as an alternative to Nvidia's. The company recently announced TPUs would be made available through software-and-cloud computing company Oracle's cloud infrastructure platform from 2027. This is the first time TPUs will be offered on a so-called hyperscale cloud platform outside of Google's own. "Our aim is to make TPUs more easily accessible to every developer and Cloud customer," Google said. "By combining modular custom silicon with an open and easy-to-use software stack, we can deliver new hardware and system configurations at the pace of the AI industry." That's hard to see as anything other than a direct challenge to Nvidia, which has marketed its graphics-processing units as the best choice for AI workloads. Nvidia's big advantage has generally been the familiarity AI developers have with its CUDA software, as well as their general-purpose flexibility. Alphabet stock was up 3.6% in early trading while Nvidia shares were down around 7% as the latter company was hit by concerns over CEO Huang's future amid an investigation into his romantic relationship with an executive suspected of working for Chinese intelligence. The announcement comes as Nvidia faces scrutiny over Huang — though Google and Nvidia are generally friendly rivals. But the AI hardware race is moving at a rapid pace and any distraction could prove costly. 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.

EU’S VON DER LEYEN: WILL FAST-TRACK WORK ON BLACK SEA MARITIME SECURITY HUB WITH A CLEAR TIMELINE FOR COMPLETION, DEDICATED FUNDING OF EUR50 MLN

@VP: [转推] LiveSquawk reposted Vice President JD Vance Delivers Remarks at a National Veterans Small Business Week Kickoff [链接预览] The media could not be played. Reload Vice President JD Vance @VP Vice President JD Vance Delivers Remarks at a National Veterans Small Business Week Kickoff

Rigetti Computing Is Maintained at Buy by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/RGTI/analyst-ratings

Reed Semiconductor Jury Finds No Infringement Of Monolithic Power Systems Patents In Delaware District Court. Monolithic Power Systems Inc MPWR : REED SEMICONDUCTOR: JURY FINDS NO INFRINGEMENT OF MONOLITHIC POWER SYSTEMS PATENTS IN DELAWARE DISTRICT COURT

Wedbush maintains Oklo at Outperform, keeps price target at $36. Wedbush maintained Oklo at Outperform and kept its price target at $36. The price target implies an upside of 52.9% from the Nov 6 close of $23.55. Recent analyst actions on Oklo Date Firm Action Rating Price target Nov 9 HC Wainwright & Co. Reiterates Buy $90 Oct 28 B. Riley Securities Maintains Buy $61 Oct 26 TD Cowen Initiates Coverage On Hold $26 Oct 22 Truist Securities Maintains Hold $31 Oct 21 Citigroup Maintains Neutral $33 Across the five most recent analyst notes published on Oklo over the past 30 days, price targets range from $26 to $90. Explore more price target data and ratings for Oklo on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

BREAKING: Trump says the US midterms were not honest.

@themarketear: [转推] zerohedge reposted China builds 10x more power capacity. Nvidia has 75% margins. Connect the dots. [链接预览] Nvidia's 75% Problem: The Next China Shock Is Coming

For the people who trade single stock ETFs Yes, this is 2026 ... there will be 2x long and 2x short Anthropic ETFs launched soon after the IPO Here's what the tickers from my sponsors over at TradrETFs will be - 2x Long Anthropic: $ANTT - 2x Short Anthropic: $ATNZ As always these leveraged ETFs are made for short term traders and not long term investors 🫡

Wells Fargo maintains CoreWeave at Overweight, lowers price target to $115 from $160. Wells Fargo maintained CoreWeave at Overweight and lowered its price target to $115 from $160, a 28.1% decrease. The price target implies an upside of 147.8% from the Nov 6 close of $46.40. Recent analyst actions on CoreWeave Date Firm Action Rating Price target Nov 4 Citigroup Maintains Buy $128 Oct 23 UBS Maintains Buy $105 Oct 23 Morgan Stanley Maintains Equal-Weight $70 Oct 21 Piper Sandler Maintains Overweight $124 Oct 20 HSBC Reiterates Reduce $39 Across the five most recent analyst notes published on CoreWeave over the past 30 days, price targets range from $39 to $128. Explore more price target data and ratings for CoreWeave on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

@connorstringer: [转推] LiveSquawk reposted NOW ay the White House — press corps has been ordered inside by the secret service as part of some kind of lockdown. Not clear why or what the threat is. Separate videos suggest a car has rammed into the north end of Lafayette Square Park and then fought with Secret Service and National Guard.

Aerovironment - Announces $940 Million IDIQ Contract With $315 Million Initial Award. AeroVironment, Inc. AVAV : AEROVIRONMENT - ANNOUNCES $940 MILLION IDIQ CONTRACT WITH $315 MILLION INITIAL AWARD

Onto Innovation Is Maintained at Buy by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/ONTO/analyst-ratings (15:11 GMT) Onto Innovation Price Target Cut to $285.00/Share From $340.00 by B. Riley Securities Ratings actions from Benzinga: https://www.benzinga.com/quote/ONTO/analyst-ratings

TRUMP QUESTIONS US MIDTERM ELECTION RESULTS President Trump is questioning the legitimacy of the midterm elections, alleging irregularities in early voting and voting machines. Trump also questioned why election polls differed so sharply from the results, without providing evidence of fraud.

US and Iran are talking to mediators regarding the Iran War, per Qatar

Nvidia's Stock Selloff, by the Numbers — WSJ. By Chelsey Dulaney $1.5 trillion That's how much Nvidia's market value has fallen since peaking on Oct. 6, as an investigation into CEO Jensen Huang collides with broader AI-industry jitters. Here are some more numbers to put Nvidia's selloff in context: Nvidia has lost nearly the equivalent of Meta's total market value ($1.64 trillion) over the past 24 days. No other U.S. company has ever seen the same decline in market value in such a short period. The closest comparisons are Apple and SpaceX, which have lost around $1 trillion in a 24-day span. Today's selloff is on track to shave over $200 billion off the company's market cap. Its market cap is now hovering around $4.3 trillion. Just a few weeks ago, Nvidia looked on track to become the world's first $6 trillion company. 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).

TRUMP: VOTING MACHINES ARE 'MORE IMPORTANT' THAN THE VOTER

Strip out the Iran inflation picture and the Fed would still be hiking. The US economy is strong enough on its own to warrant it, because that is what central banks do. They hike when things get hot. The inflation backdrop just makes the Fed more comfortable that the hike will not do much damage.

Trump Questions Honesty Of Election And Accuracy Of Polls – TSL [链接预览] truthsocial.com Does anybody really believe that this “Election” was honest. How could the Polls be so wrong???... Does anybody really believe that this “Election” was honest. How could the Polls be so wrong??? Some early voting “dumps” were so large that it was impossible to win, no matter how many people went...

Marvell Technology Is Maintained at Buy by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/MRVL/analyst-ratings (15:09 GMT) Marvell Technology Price Target Cut to $250.00/Share From $275.00 by B. Riley Securities Ratings actions from Benzinga: https://www.benzinga.com/quote/MRVL/analyst-ratings