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$LLY $NOVO.NE | US Regulators Warn GLP-1 Drugs Carry Possible Rare Blindness Risk – @WSJ [链接预览] U.S. Regulators Warn GLP-1 Drugs Carry Possible Rare Blindness Risk

US REGULATORS WARN GLP-1 DRUGS CARRY POSSIBLE RARE BLINDNESS RISK – WSJ

NY Fed October Survey Of Consumer Expectations [链接预览] Survey of Consumer Expectations

NY FED: US INFLATION EXPECTATIONS BEAT FORECASTS AS JOB FEARS RISE The New York Fed's October consumer survey shows 1-year inflation expectations rising slightly above forecasts. 🔸 1-year inflation: 3.91% (Est. 3.78%; Prev. 3.90%) 🔸 3-year inflation: 3.3% (Prev. 3.3%) 🔸 5-year inflation: 3.0% (Prev. 3.0%) Meanwhile, expectations of rising unemployment reached their highest level since April 2020. Households reported improving personal financial outlooks, while gasoline inflation expectations moderated.

US Regulators Warn GLP-1 Drugs Carry Possible Rare Blindness Risk – @WSJ [链接预览] U.S. Regulators Warn GLP-1 Drugs Carry Possible Rare Blindness Risk

NY Fed: In October households more upbeat on personal financial situation.

NY Fed: October expectations of current and future credit access unchanged.

NY Fed: October year-ahead expected gas price change moderates

NY Fed: October expectation of rising unemployment rate is the highest since April 2020.

NY Fed 1-Year Inflation Expectations Oct: 3.91% (est 3.78%; prev 3.90%) - 3-Year Inflation Expectations: 3.3% (prev 3.3%) - 5-Year Inflation Expectations: 3.0% (prev 3.0%)

NY Fed: October year-ahead expected home price change unchanged at 3%

@MSNOWNews: [转推] LiveSquawk reposted LIVE: Defense Secretary Pete Hegseth delivers remarks amid looming impeachment threat WATCH HERE: [链接预览] youtube.com LIVE: Pete Hegseth gives remarks at Naval War College amid IMPEACHM... Watch live as Secretary of Defense Pete Hegseth delivers remarks to...

NY Fed: October three-year-ahead expected inflation unchanged from September at 3.3%.

NY FED 1 YR INFLATION EXPECTATIONS ACTUAL 3.91% (FORECAST 3.79%, PREVIOUS 3.9%) $MACRO

French officials suspect Iran was behind October refrigerator hacks - sources

Keysight Technologies (KEYS) Adds Tower PH18 Photonics Support to ADS. Keysight certified ADS Photonic Designer to support Tower Semiconductor’s PH18 silicon photonics PDK. The PDK is available now. Material Details # Detail AI Analyst View 1 ADS Photonic Designer supports Tower’s PH18 PDK Adds a silicon-photonics design workflow to Keysight’s existing electronic design platform; revenue impact was not disclosed. 2 PH18 PDK is available now Availability makes the capability usable immediately, but the release gives no adoption or sales figures. Context by AI Analyst This extends Keysight’s existing relationship with Tower Semiconductor, whose RF processes have run on ADS for more than a decade. Broader customer adoption or quantified revenue contribution would be needed to establish a larger financial catalyst. Based on the original press release from Keysight Technologies, Inc. distributed by BusinessWire.

Keysight Brings Radio Frequency and Photonic Design Together for Tower Semiconductor. Keysight Technologies, Inc. ( KEYS ) has certified Advanced Design System (ADS) Photonic Designer to support Tower Semiconductor’s PH18 silicon photonics process design kits (PDKs). Engineers can now work from schematic through simulation and layout in one environment. Teams already working on high-speed digital and radio frequency (RF) projects in ADS can use Tower processes to design photonic integrated circuits (PICs) or co-design them with electronic circuits in the same tool. As optical link rates climb to 1600G and beyond, electrical and optical interactions impacted by interdependent physics determine performance. Verification must cover the PIC and the system in which it will operate, which has meant design teams working in separate tools to transfer different data and translate models, limiting what can be simulated. Integrating electrical and optical work removes that. Tower RF processes have run on Keysight ADS for more than a decade, with circuit design and simulation in ADS, electromagnetic analysis in RFPro, and electrothermal simulation for silicon germanium power amplifiers. Engineers can design PH18 photonic circuits in the same schematic as their high-performance electronic circuits. The PDK provides physics-based models of photonic components, which designers integrate directly into electrical-optical-electrical (EOE) simulations to predict real-world device, component, and system performance. ADS provides design rule check (DRC) compliant photonic layout devices and designer level layout versus schematic (LVS) checks, so performance and physical issues surface before fabrication. Foundry level verification and tapeout are completed using Tower tools. Dr. Samir Chaudhry, Vice President of Customer Design Enablement and Reliability, Tower Semiconductor, said: “The convergence of electronics and photonics for applications such as CPO and NPO is driving a new generation of high-bandwidth, low-power communication systems. By bringing Tower’s PH18 silicon photonics foundry technology into the Keysight ADS environment, we are enabling designers to model, simulate, and optimize complete electro-optical systems with greater accuracy and efficiency. This collaboration builds on our decade’s long partnership with Keysight and helps our customers shorten development cycles, reduce design iterations, and accelerate the deployment of advanced silicon photonics solutions.” Niels Faché, Senior Vice President, Design Engineering Software, Keysight, said: “Photonic integrated circuits are becoming central to high-speed data communications, and the cost of getting the design wrong keeps rising. A general-purpose simulation gives you a plausible answer, but to get one that you can act on, the models have to be tied to the larger system of what is being fabricated. Working with Tower Semiconductor reflects our long-standing commitment to a unified workflow for electronic and photonic engineering.” The Tower PH18 PDK for ADS Photonic Designer is available now. Resources Product page: Photonic Design Automation Software Product page: Connect Device Physics to System Performance Application note: End-to-End Electrical-Optical-Electrical Flow in Keysight ADS | Keysight Product page: Tower Semiconductor Worldwide Design Enablement About Keysight Technologies Keysight ( KEYS ) serves technology innovators as a mission-critical design enablement partner for the world’s most complex engineering challenges. By connecting market-leading design, emulation, and test solutions across the full life cycle, Keysight helps engineering teams accelerate innovation, reduce risk, and bring new technologies to market faster. Customers across AI infrastructure, communications, industrial automation, aerospace and defense, automotive, semiconductor, and general electronics rely on Keysight to bridge virtual design and physical reality, enabling confident decisions earlier. Learn more at www.keysight.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20261109345043/en/

@AmichaiStein1: [转推] LiveSquawk reposted A senior Iranian official denies reports of a meeting in Doha between the secretary of Iran's Supreme National Security Council and the U.S. vice president: Iran's policy and plans on negotiations have not changed, and until the U.S. takes concrete action on the 7 conditions, there will be no plan to negotiate with the U.S.

Rosenblatt maintains CoreWeave at Buy, lowers price target to $160 from $250. Rosenblatt maintained CoreWeave at Buy and lowered its price target to $160 from $250, a 36.0% decrease. The price target implies an upside of 244.8% from the Nov 6 close of $46.40. Recent analyst actions on CoreWeave Date Firm Action Rating Price target Nov 9 Wells Fargo Maintains Overweight $115 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 Across the five most recent analyst notes published on CoreWeave over the past 30 days, price targets range from $70 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 .

Microchip Tech Price Target Cut to $90.00/Share From $105.00 by Barclays. Ratings actions from Benzinga: https://www.benzinga.com/quote/MCHP/analyst-ratings

D-Wave and Rigetti Face High Stakes After Quantum Peers Raise the Earnings Bar — Barrons.com. By Mackenzie Tatananni Quantum computing is no longer science fiction, and the reality check has arrived. As the industry nears commercial viability in the coming years, earnings reports that were once viewed as inconsequential are drawing heightened scrutiny. That attention cuts both ways: When companies deliver, investors reward them. Shares of both IonQ and Quantinuum surged more than 20% on Friday in the wake of their third-quarter reports, easily outperforming a muted market rebound after artificial-intelligence panic knocked 5.5% off the Nasdaq Composite in the previous session. 'In spite of what the stock moves may suggest, strong results were largely expected. As Barron's previously reported, IonQ CEO Niccolo de Masi has set the bar high for the company he helped take public back in 2021, steadily compounding revenue each quarter while targeting a $1 billion annual run rate before 2030 in what would be an industry first. As investors continue to question when "useful" quantum systems will reach commercial scale, record revenue at IonQ was an encouraging sign. As Jefferies analyst Kevin Garrigan pointed out, demand for IonQ's systems is outpacing supply, with capacity for Superion — IonQ's latest-generation computer — sold out through 2027. More broadly, the beat-and-raise quarter "reinforces our view that quantum demand is moving from experimentation toward commercial deployment," Garrigan wrote. Crucially for IonQ, profitability is looking increasingly within reach as operations expand, with Garrigan noting that the "central debate has shifted from whether demand exists to how quickly IonQ can expand supply, convert backlog, and scale profitably." For Quantinuum, it was only the second earnings release since its historic initial public offering, but the results showed sustained execution from a player frequently touted as a top Wall Street pick. Following the report, Garrigan highlighted that Quantinuum was "pairing commercial momentum with a widening technical lead," dubbing it the firm's "preferred quantum name." Morgan Stanley, which previously dubbed Quantinuum its "top quantum play," noted that new engagements with Johnson & Johnson and GE Vernova during the quarter signal "growing customer confidence" in the company's technical roadmap. That plan includes deploying a fully error-corrected system by 2029. While analysts don't expect linear growth, "the commercial and technical datapoints both moved in the right direction this quarter," they wrote. Now, with more earnings on deck, the key question isn't just the numbers themselves, but whether companies can continue growing revenue. Both D-Wave Quantum and Rigetti Computing — two of the most-watched quantum pure plays — are set to report third-quarter results on Nov. 10. D-Wave became the first company to get its technology to market in 2011, but its early lead has since been eclipsed by peers including IonQ, Quantinuum, and recently public Infleqtion. That weakness showed in the second quarter. Revenue missed estimates by about $1 million — and while bulls might argue that consensus figures mean little as Wall Street only begins warming to quantum stocks, other concerns loom, notably the persistent "lumpiness" in D-Wave's results. Much of the company's revenue is tied to inconsistent, big-ticket system sales. As the race toward commercialization accelerates, the market will likely punish that unpredictability more harshly as peers prove they can deliver steady growth. Rigetti, meanwhile, is just beginning to bring its systems to market. With an earlier technical setback behind it, focus has shifted to hardware deliveries. Announcements of new enterprise deals are unlikely given the quiet quarter, but a steady trickle of hardware sales this year — after none in 2025 — still represents a step forward. For now, attention is centered around a $8.4 million system delivery to India's Centre for Development of Advanced Computing, which is slated for revenue recognition in the fourth quarter. Write to Mackenzie Tatananni at mackenzie.tatananni@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.

*UNITEDHEALTH IS SAID TO HAVE BID $28/SHARE FOR SURGERY PARTNERS

AMD Expands Work With Google to Power Host Infrastructure for Cloud TPU. By Kelly Cloonan Advanced Micro Devices says its processors are powering the host infrastructure for one of Google's cloud tensor processing unit systems under an expanded collaboration between the two companies. AMD said Monday its fifth-generation Epyc processors manage workload orchestration, data preparation and high-throughput communication in Google's TPU 8tx systems. The processors aim to provide both the performance and data protection that organizations need to scale sensitive AI workloads in the cloud, the company said. The announcement comes after AMD was upgraded by Oppenheimer analysts on Sunday. The chipmaker is also getting a boost amid reports of a romantic relationship between Jensen Huang, the chief executive of its rival Nvidia, with a suspected Chinese spy. Shares of AMD gained 9.3% to $490.95. Write to Kelly Cloonan at kelly.cloonan@wsj.com

🇺🇸 HOMES ARE PILING UP ON THE MARKET, BUT SELLERS STILL AREN'T CUTTING PRICES Active listings hit 183,500 in October, up +7.4% from a year ago, the fastest growth in 8 months, per Realtor. But only about 20% of sellers cut prices, roughly the same as last year. Meanwhile, buyers are pulling back ... Pending home sales fell -16.8% from a year ago, the biggest drop since August 2023, per Zillow (Source CNBC)

UNITEDHEALTH IS SAID TO HAVE BID $28/SHARE FOR SURGERY PARTNERS

NASDAQ 100 EXTENDS GAIN TO 3%, S&P 500 RISES 2.1%

FRENCH OFFICIALS SUSPECT IRAN WAS BEHIND OCTOBER REFRIGERATOR HACKS, SOURCES SAY

Kratos Price Target Cut to $67.00/Share From $74.00 by Guggenheim. Ratings actions from Benzinga: https://www.benzinga.com/quote/KTOS/analyst-ratings (15:52 GMT) Kratos Is Maintained at Buy by Guggenheim Ratings actions from Benzinga: https://www.benzinga.com/quote/KTOS/analyst-ratings

US stocks rebound even as Nvidia slides 4%. What next technically

Nvidia probe into CEO affair raises thorny questions for AI. Nvidia Corp.'s investigation into Chief Executive Officer Jensen Huang's relationship with an alleged Chinese spy has raised a series of once-unthinkable questions, including whether the man at the centre of the artificial intelligence (AI) boom could be at risk of losing his job. Nvidia shares slid as much as 8.8% on Monday after Huang disclosed the romantic relationship in a memo to employees, at one point wiping out nearly $400 billion in market value. The company's board is assembling a committee of independent directors who will work with external legal counsel to investigate the matter. The revelation has left investors weighing a range of possibilities that could affect not just Huang and Nvidia, but the entire AI industry. Nvidia, the leading maker of AI chips, has used its financial strength to back dozens of major players, from frontier labs such as OpenAI to cloud computing companies such as CoreWeave Inc. Huang has also been among the most vocal advocates of AI, from Washington to Wall Street. “It brings the stewardship of one of America's most important companies, and the architect of the US AI trajectory, under debate, as well as calling judgment into account,” Bernstein analyst Stacy Rasgon said in a note. Huang had previously said there was nothing inappropriate about his relationship with the woman, who worked for a Singapore-based customer. “I was unfaithful to my wife,” Huang, 63, said in the memo. “My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.” It was a humbling moment for one of Silicon Valley's biggest celebrities. Huang has criss-crossed the globe promoting AI computing, drawing crowds of fans swept up in “Jensanity”. His relentless public appearances, featuring science lectures, dad jokes and his signature leather jackets, have turned him into AI's biggest cheerleader. The incident threatens to further unsettle an AI market already shaken by concerns about a slowdown in data centre spending. Nvidia makes chips that are crucial to AI computing equipment and is one of the world's most valuable companies. Turmoil within the company risks reverberating across the broader industry. Nvidia has emerged as a key source of financing for AI infrastructure. Huang has worked with some of Wall Street's biggest firms on a $500 billion effort to help companies rapidly build out their equipment. He has also channelled money into strengthening the AI supply chain and supporting fledgling customers. “Jensen is a very unique CEO,” said Daniel Newman, CEO of the Futurum Group. “There is no known succession plan. There are no leaders in his company that would be the clear next to step up.” Nvidia's board said in a statement that it has confidence in Huang and has “no reason to believe that either national security or Nvidia secrets were compromised”. However, it promised that the inquiry “will examine all available information”. US President Donald Trump defended Huang on Sunday, calling him a “fine person” and saying he should remain CEO. “I have not spoken to him about it,” Trump told reporters. “I just know he's a fine person, but you never know what is going on.” Last week, key House Republicans requested a briefing with Huang to discuss his dealings with Alice Huang, also known as Huang Le. The probe follows a series of reports that Nvidia's leader was targeted by former Megaspeed International executive Alice Huang, whom the US government suspects was recruited by a Chinese spy agency. The CEO had previously described his relationship with the woman, who is no longer with Megaspeed, as “normal”. Chinese Foreign Ministry spokesperson Guo Jiakun had called the characterisation of the woman as a Chinese agent an unsubstantiated “smear against China”. The board investigation will address reports that the chip magnate “has been the target of a foreign intelligence effort”, the company said. “While the board has no reason to believe that either national security or Nvidia secrets were compromised, the board's inquiry will examine all available information.” In his memo, Huang said he would support the investigation. “I love our country and our company, and I am committed to protecting Nvidia and supporting America's national security,” he said. Nvidia's co-founder, known for his hands-on and tireless management style, built the graphics card maker into arguably the world's most important technology company. Nvidia's highly prized accelerator chips are used to develop and run AI models. The company has also expanded into related areas, including computers, networking and software. Huang's interactions with fans have occasionally grown raucous. During one autograph session, a young woman asked him to sign her chest. After asking her if she was sure, he signed her brassiere while looking off to one side and asking, “Is that a good idea?” Huang has also been a leading voice in trying to calm fears about AI technology slipping out of human control. He has dismissed calls for AI labs to slow down their work to ensure it does not threaten humanity, even as industry leaders such as Dario Amodei and Sam Altman have endorsed such an idea. He has also argued that new regulations are unnecessary. What Bloomberg Economics says Congress will soon return and begin negotiations over the final form of the fiscal 2027 defence bill. Senate National Defence Authorisation Act (NDAA) negotiations already include proposals on chip-location verification, remote access and advanced AI chip exports. Nvidia and AMD have been lobbying the White House and Commerce Department to press lawmakers to remove or narrow these provisions. The affair could further weaken Nvidia's position as Democrats take control of committees in January after winning both chambers, bringing greater scrutiny of its chip sales to China. Michael Deng, geoeconomics technology analyst The Santa Clara, California-based company has no public succession plan, and there is no obvious heir apparent to Huang. He has repeatedly said he wants to continue in his role for decades and has created an informal organisational structure that eschews a conventional hierarchy. Instead, his direct reports are tasked with rapidly implementing his decisions. Huang has said this system gives his company the flexibility to respond to rapid technological changes and remain agile. However, it has also created a situation in which there is no ready replacement to take over Huang's demanding schedule. The latest revelations “highlight the considerable key man risk that Nvidia faces,” Rasgon said. “Nvidia is not an ordinary company and Jensen is not an ordinary CEO; he IS Nvidia, clearly sets the long-term strategy and direction, and (with supposedly 60 direct reports) pulls most of the company's strings himself.” Concerns that sensitive information might leak through Nvidia's contacts with China have fuelled calls for investigations and greater scrutiny of Huang and the company, adding to pressure in what has already been a difficult geopolitical balancing act. While Nvidia is allowed to ship a limited range of products to China under a licensing programme granted by the Trump administration, Beijing has restricted imports of the chips. The impasse continues to curb the chipmaker's sales in the world's second-largest economy. Huang has long sought to sell more of Nvidia's AI processors in China, the world's largest chip market. He has argued that Nvidia and its peers should be allowed to serve the region to keep their products central to AI development. Closing off the market, he has said, risks turning China into a more powerful and independent force in artificial intelligence. Investors have poured money into Nvidia, which is due to report earnings later this month, betting that it will continue to be the main beneficiary of runaway spending on AI infrastructure. The company reached a record market capitalisation of nearly $5.8 trillion in October. That figure has since slipped below $5 trillion, weighed down by concerns about the sustainability of the AI infrastructure build-out. Megaspeed, based in Singapore, has been accused of breaking US export restrictions and smuggling Nvidia chips into China. Huang had previously told Bloomberg that his contacts with Megaspeed employees were typical of the business relationships he maintains with Chinese customers and executives.

Lame Dux Bellorum

US SEC. OF STATE RUBIO ON AI: WE NEED INDUSTRY-LED PARTNERSHIPS, NOT MORE REGULATION AND UNNECESSARY RED TAPE

Stock of the Day: Where is the Bottom for NVIDIA. NVIDIA Corporation NVDA is trading lower on Monday. A major scandal involving CEO Jensen Huang has made investors nervous. The shares may be nearing a bottom. This is why NVIDIA is the Stock of the Day . As you can see on the chart, Nvidia has found support around the $167.00 level. This price has been important for this stock. It was first support in September of last year. Support is a price level where there is a large amount of demand, or buy orders, for a stock. Downtrends occur when there are more shares for sale than there are buyers. Sellers are forced to undercut each other to attract buyers, which can push the shares into a downtrend. These trends end when they reach support. When Nvidia rallied off this support, many of the people who sold at it, came to regret their decisions to do so. Some decided that, if they ever could, they would repurchase their shares at the same price they sold them for. When the stock fell back to $167 in April, these regretful sellers placed buy orders. The large quantity of these orders created support at the level again. Then the shares rallied from there. When this happened, a number of the people who sold around $167 regretted it. There is a good chance that many of the people who sold then will buy their shares back if they can do so at their selling price. This means if NVIDIA reaches $167, they will place buy orders. If there are enough of these orders, it can create support at the level again. Successful traders know how to identify bottoms. They understand that sellers’ remorse can create support at prices that previously held as support. This creates opportunities for profit.

Barclays maintains Microchip Technology at Equal-Weight, lowers price target to $90 from $105. Barclays maintained Microchip Technology at Equal-Weight and lowered its price target to $90 from $105, a 14.3% decrease. The price target implies an upside of 54.2% from the Nov 6 close of $58.35. Recent analyst actions on Microchip Technology Date Firm Action Rating Price target Nov 6 JP Morgan Maintains Overweight $100 Nov 6 Jefferies Maintains Buy $85 Nov 6 Citigroup Maintains Buy $75 Nov 6 Truist Securities Maintains Hold $62 Nov 6 B. Riley Securities Maintains Buy $85 Across the five most recent analyst notes published on Microchip Technology over the past 30 days, price targets range from $62 to $100. Explore more price target data and ratings for Microchip Technology on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

What Is Going on With Broadcom Stock on Monday. Broadcom Inc. AVGO stock rose about 7.5% Monday as investors returned to beaten-down AI infrastructure names while also weighing the company’s latest push to expand VMware’s usefulness across cloud environments. The SPDR S&P 500 ETF Trust was up about 1.9%, part of a broader rebound in technology stocks. Broadcom Rebounds After AI Infrastructure Selloff Monday’s gain follows a volatile stretch for Broadcom. On Friday, the stock jumped nearly 6% in premarket trading after falling more than 10% on Thursday, when concerns about data-center construction and the potential impact of U.S. midterm election results on AI infrastructure spending pressured sentiment. During Thursday’s selloff, the Nasdaq 100 fell 6.4% and the S&P 500 dropped 4.4%, with an estimated $3.2 trillion in market value erased in a single session. With the market higher Monday, investors are again reassessing the durability of spending on custom AI chips and networking infrastructure. Broadcom Expands VMware Strategy Broadcom said Monday that its VM API project has been accepted into the Cloud Native Computing Foundation Sandbox. The open-source project lets companies provision and manage virtual machines through Kubernetes across different infrastructure providers. The company is also co-chairing a new Kubernetes working group aimed at a shared standard for how workloads run, which could make VMware more useful to enterprises managing AI, security and other workloads across multiple technology providers. Broadcom also said more than 20 new partner solutions have been validated for VMware vSphere Kubernetes Service, expanding customer choice across monitoring, security, data, AI, application delivery and storage. Technical Picture Remains Under Pressure Despite Monday’s gain, Broadcom remains below its major moving averages. The stock trades about 4% below its 20-day simple moving average (SMA) of $330.24, about 9% below its 50-day SMA of $346.85, about 14% below its 100-day SMA of $366.48 and about 14% below its 200-day SMA of $367.08. Earnings And Analyst Outlook Broadcom’s next confirmed earnings report is scheduled for Dec. 9. Analysts expect EPS of $3.88, up from $1.95 a year earlier, and revenue of $35.03 billion, compared with $18.02 billion. The stock trades at a P/E multiple of 37.5 times. Broadcom carries a Buy consensus rating with an average price forecast of $523.77. Recent actions include Rosenblatt maintaining Buy with a $600 price target on Oct. 27, DA Davidson upgrading Broadcom to Buy and raising its price target to $400 the same day, and Tigress Financial initiating coverage with Buy and a $600 price target on Oct. 22. ETF Exposure Broadcom carries a 9.27% weighting in the Invesco PHLX Semiconductor ETF , 9.43% in the Pacer Data and Digital Revolution ETF and 9.95% in the Inspire 500 ETF . Those weightings leave Broadcom exposed to broader semiconductor and technology fund flows alongside company-specific developments. Price Action AVGO Price Action: Broadcom shares were up 7.52% at $315.77 at the time of publication on Monday, according to Benzinga Pro data .

Guggenheim maintains Kratos Defense & Security at Buy, lowers price target to $67 from $74. Guggenheim maintained Kratos Defense & Security at Buy and lowered its price target to $67 from $74, a 9.5% decrease. The price target implies an upside of 90.9% from the Nov 6 close of $35.10. Recent analyst actions on Kratos Defense & Security Date Firm Action Rating Price target Nov 6 BTIG Maintains Buy $65 Nov 2 Keybanc Maintains Overweight $75 Oct 30 B. Riley Securities Maintains Buy $91 Oct 28 RBC Capital Maintains Outperform $55 Oct 23 Piper Sandler Maintains Overweight $61 Across the five most recent analyst notes published on Kratos Defense & Security over the past 30 days, price targets range from $55 to $91. Explore more price target data and ratings for Kratos Defense & Security on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

IRAN'S POLICY ON TALKS WITH US UNCHANGED; NO PLAN FOR NEGOTIATIONS UNLESS WASHINGTON TAKES PRACTICAL ACTION UNDER SEVEN CONDITIONS - SENIOR SECURITY OFFICIAL TO IRAN STATE MEDIA

Senior Security Official: Iran's Policy On Talks With US Unchanged; No Plan For Talks Unless US Takes Practical Action Under Seven Conditions – Iran State Media

IRAN DENIES US NEGOTIATIONS, DEMANDS ACTION ON SEVEN CONDITIONS A senior Iranian security official told Press TV that no negotiations with Washington are currently planned until the US takes practical steps to meet Tehran's seven conditions. The official also dismissed reports of a possible meeting between Iran's Mohsen Rezaei and US Vice President JD Vance in Doha. Iranian Foreign Minister Abbas Araghchi separately urged Washington to accept Tehran's proposal to end the war or face continued conflict.

IRAN'S POLICY ON TALKS WITH US UNCHANGED; NO PLAN FOR NEGOTIATIONS UNLESS WASHINGTON TAKES PRACTICAL ACTION UNDER SEVEN CONDITIONS - SENIOR SECURITY OFFICIAL TO IRAN STATE MEDIA

【最新内容：FinancialJuice @financialjuice · 2026-11-09T15:39:39.000Z】 Senior Iranian Security Official on reports of Iran's Mohsen Rezaei meeting US VP in Doha: Iran's policies and plans regarding negotiations have not changed - Iran's Press TV 【引用内容：FinancialJuice @financialjuice · 2026-11-09T15:34:19.000Z】 Senior Iranian official to Press TV: Iran won't enter any talks with US in absence of practical action on 7 conditions

【最新内容：FinancialJuice @financialjuice · 2026-11-09T15:38:51.000Z】 Senior Iranian Security Official on reports of Iran's Mohsen Rezaei meeting US VP in Doha: Iran's policies and plans regarding negotiations have not changed - Iran's Press TV 【回复上下文：FinancialJuice @financialjuice · 2026-11-09T15:34:19.000Z】 Senior Iranian official to Press TV: Iran won't enter any talks with US in absence of practical action on 7 conditions

@SecRubio: [转推] LiveSquawk reposted Innovation is driving the Super Intelligence era. Today at G7, I emphasized how President Trump’s innovation-first approach is keeping American developers at the forefront of this technology, strengthening our prosperity and national security. G7 countries have a shared interest in protecting frontier models against extraction and misuse. We need industry-led partnerships, not more regulation and unnecessary red tape. The goal is security and opportunity for the American people and for our partners.

How SpaceX was able to avert one of the market's biggest fears about its stock. By William Gavin Some investors worried that SpaceX's volatile stock would have an extreme impact on indexes, but the company's staggered lockup schedule has mitigated this issue SpaceX shares held by CEO Elon Musk won't be unlocked for trading until mid-2027, according to the company. Ahead of SpaceX's initial public offering in June, some market experts worried that Elon Musk's then-unprofitable company and its volatile stock could have a dramatic impact on U.S. equity indexes like the Nasdaq-100. Yet the reality has been far more tame, according to new research from Goldman Sachs. "Outside of the very short-term trading pattern around the IPO, SpaceX has had a much smaller impact on equity indices than many investors expected," Goldman Sachs analyst Ben Snider said in a note to clients on Friday. One way the company was able to limit volatility was by using a complicated lock-up schedule, Snider added. SpaceX shares held by most insiders have been subject to a rolling process that has unlocked certain portions of their stock at set dates. By mid-December, all stock held by individuals other than CEO Elon Musk and select other SpaceX insiders will be free to trade. The final batch of insider shares will be unlocked after SpaceX reports earnings for the second quarter of 2027. As a result, lockup expiration dates have "largely proved to be a non-event" for SpaceX investors, Morgan Stanley analyst Adam Jonas said in a client note last month. Nearly a third of Space shares are currently available, up from 5% in June, Goldman said. That has mitigated the impact of SpaceX on the indices it has joined, including the Nasdaq-100 NDX, despite its turbulent stock price. SpaceX shares are currently trading at about $142, compared with their IPO price of $135 and their early peak of $225.64. Passive exchange-traded funds owned about $32 billion of SpaceX shares at the end of October, $20 billion of which was tied to funds benchmarked to the Nasdaq-100. Planned rebalancing will likely increase the weight of SpaceX in both that index and in the Russell 1000 Growth Index RLG, the Goldman team said. So far, SpaceX hasn't had a major effect on the Nasdaq-100. With SpaceX, the price-to-earnings ratio of the Nasdaq-100 is 19.5 times. Without it, the ratio falls to 19.2 times, Snider estimates. Snider likened SpaceX to its sister company, Tesla (TSLA), which also saw a muted impact when it joined the S&P 500 SPX in 2020, despite at the time being the biggest company to join the widely tracked benchmark. SpaceX isn't currently eligible to join the S&P 500 because S&P Dow Jones Indices decided earlier this year not to loosen its rules around profitability and the length of time a company needs to be public before gaining entry. However, Snider thinks SpaceX could be added to the index toward the end of next year, which would broaden passive investors' exposure to the company. By the time it reports second-quarter 2027 earnings, Goldman estimates, SpaceX will be able to meet the S&P 500's guidelines for profitability and amount of time on the public market. -William Gavin 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.

Tasnim says the report of a meeting between Rezai and JD Vance is false

Jeffries Flips: Two Days After Hedging, He's A "Hard Yes" On Impeaching Hegseth

FED’S GOOLSBEE: MAIN DRIVER OF GROWTH HAS BEEN CONSUMER SPENDING

FED’S GOOLSBEE: EMPLOYMENT, GROWTH ARE ‘PRETTY STABLE’

Cathie Wood Buys More Nvidia and AMD, Sells Broadcom in Latest ARK Trades. Cathie Wood is doubling down on some of Wall Street’s biggest artificial intelligence winners while cutting exposure to other high-profile AI names, offering a fresh glimpse into how the ARK Investment Management founder is repositioning her technology bets through her ETFs . In Friday’s trading activity, ARK added shares of Nvidia Corp. NVDA , Advanced Micro Devices Inc. AMD and Alphabet Inc. GOOG , while trimming positions in Broadcom Inc. AVGO and CoreWeave Inc. CRWV . The contrasting moves suggest a portfolio reshuffle rather than a retreat from the AI trade, with Wood continuing to seek opportunities across semiconductor manufacturers, technology platforms and AI infrastructure. The transactions also highlight the different ways investors can access the AI theme through ARK’s actively managed ETFs and traditional semiconductor funds. ARK’s Latest Trades Reveal a Selective AI Bet The Friday purchases were spread across ARK’s technology-focused funds, although the individual transactions were relatively small. According to ARK’s daily trade disclosures, ARK Next Generation Internet ETF ARKW bought 405 Nvidia shares worth approximately $75,600, 519 AMD shares worth $233,100 and 1,076 Alphabet shares worth $305,500. ARK Innovation ETF ARKK also added approximately $1.7 million worth of Alphabet shares, purchasing 6,000 shares. On the other side of the trade, ARKK sold 8,662 Broadcom shares worth approximately $2.54 million and 50,631 CoreWeave shares valued at roughly $2.35 million. The moves followed a much larger round of transactions on Thursday, when ARK bought approximately $45.9 million of Nvidia, $19.8 million of AMD and $15.1 million of Alphabet, while selling a substantial amount of Broadcom stock. The timing is notable. Rather than simply increasing exposure to every company benefiting from AI infrastructure spending, ARK appears to be making more selective bets across the semiconductor and technology ecosystem. Why Nvidia and AMD, But Not Broadcom? The purchases and sales offer an interesting contrast between different segments of the AI supply chain. Nvidia remains a central beneficiary of demand for AI accelerators, while AMD is seeking to expand its position in the data-center GPU market. Alphabet, meanwhile, offers exposure to AI through its cloud infrastructure, proprietary chips and Gemini ecosystem. Broadcom has a different position in the ecosystem, with its custom AI accelerators and networking solutions making it an important supplier to large technology companies building AI infrastructure. CoreWeave, meanwhile, operates specialized cloud infrastructure for AI workloads, offering access to high-performance computing capacity. ARK’s decision to trim Broadcom and CoreWeave while adding to Nvidia and AMD does not necessarily signal a negative long-term view of the two companies. However, it highlights how actively managed funds can rotate between different beneficiaries of the same investment theme. The broader backdrop also matters. Concerns about the scale of AI infrastructure spending, the pace of monetization and the returns on data-center investments have made the sector increasingly sensitive to valuation and capital expenditure expectations. ARKW vs. SMH: Which ETF Offers Better AI Exposure? For investors looking to follow ARK’s latest moves, ARKW offers a particularly interesting comparison with the VanEck Semiconductor ETF SMH . The two funds provide exposure to AI, but their investment approaches differ considerably. ARKW provides broader exposure across the technology ecosystem, including semiconductor companies, cloud computing and internet businesses. Its portfolio includes Nvidia at approximately 4.23%, CoreWeave at 2.73%, AMD at 2.78% and Broadcom at 2.11%. SMH, on the other hand, offers more concentrated exposure to semiconductor manufacturers and suppliers. As of Nov. 6, Nvidia accounted for 20.75% of SMH’s portfolio, followed by Broadcom at 5.70% and AMD at 5.17%. Stock ARKW SMH Nvidia 4.23% 20.75% AMD 2.78% 5.36% Broadcom 2.11% 5.70% CoreWeave 2.73% Not a holding ARKW weights as of Nov. 9; SMH weights as of Nov. 6, 2026. Holdings change daily. The distinction is important. Investors choosing ARKW are getting exposure to a wider range of technology businesses, while SMH offers a more concentrated bet on semiconductor demand. SMH also illustrates an important difference in strategy. Despite ARK trimming Broadcom, the semiconductor ETF maintains a sizeable allocation to the company alongside Nvidia and AMD. ARKK closed 3.16% higher on Friday. The latest transactions underscore the flexibility of ARK’s actively managed approach, allowing Wood to adjust individual stock exposures as investment opportunities and market conditions change.

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