新闻信息流

FED'S BARKIN SAYS THE DIRECTION OF MONETARY POLICY IS “STRAIGHTFORWARD” BUT IT IS BEST TO MOVE POLICY “WITH CARE,” AND THAT CONSUMER SENTIMENT IS “BLEAK” THOUGH CONSUMERS CONTINUE TO SPEND, SUPPORTED BY A RESILIENT JOB MARKET

FED'S BARKIN SAYS RESILIENT DEMAND ALONGSIDE BROAD-BASED COST INCREASES IS PUTTING UPWARD PRESSURE ON PRICES, THAT HE IS HEARING REPORTS OF BROAD-BASED COST PRESSURES, THAT FIRMS SAY THEY WILL TRY TO PASS ON HIGHER COSTS, AND THAT HE SEES A RISK OF FIRMS PASSING ON HIGHER ENERGY COSTS, WITH THE RISK LYING ON THE INFLATION SIDE OF THE FED’S MANDATE

FED’S BARKIN SAYS THE U.S. ECONOMY IS “REMARKABLY STABLE,” WITH BUSINESSES PERFORMING WELL AND “REMARKABLE” EARNINGS, LAYOFFS REMAINING MUTED, AND LOAN PIPELINES HEALTHY WITH DEMAND EXTENDING WELL BEYOND ARTIFICIAL INTELLIGENCE

Fed bids for 3-Year notes total $11.8 bln

Layoff Fears Hit Highest Since Covid Crash As Inflation Expectations Stay Stuck Near 3-Year High: NY Fed Survey [链接预览] Layoff Fears Hit Highest Since Covid Crash As Inflation Expectations Stay Stuck Near 3-Year High:...

BoE Gov. Bailey: No longer luxury of assuming supply shocks fade away.

Microchip Tech Is Maintained at Equal-Weight by Morgan Stanley. Ratings actions from Benzinga: https://www.benzinga.com/quote/MCHP/analyst-ratings

FITCH RATINGS SAYS HIGHER YIELDS ADD TO PRESSURES ON EUROPEAN LEVERAGED FINANCE

US OFFICIAL: NATO WILL REMAIN CENTRAL TO EUROPEAN COLLECTIVE DEFENSE

US OFFICIAL: MEETING BETWEEN PRESIDENT TRUMP AND QATAR'S PM AND FOREIGN MINISTER HAS BEGUN AT THE WHITE HOUSE - AL JAZEERA

PREPARATIONS ARE UNDERWAY IN DOHA TO POTENTIALLY HOST A NEW ROUND OF U.S.-IRAN TALKS IN THE COMING WEEK AS MEDIATORS PAKISTAN AND QATAR WORK TO BRIDGE GAPS - ASIA ONE NEWS REPORTER

Meta Stock Climbs on Muse Launch Reports in UK. Meta Platforms Inc . META shares are rising Monday. Reports are circulating that the company is preparing to bring its Muse AI assistant to British users and build a sales team to sell its AI products to businesses. Here’s what you should know . Meta Platforms stock is showing exceptional strength. Why is META stock surging? Meta Stock Rises On Muse UK Launch Report Muse is Meta’s AI agent, a digital helper that can go online and do chores such as shopping, completing forms and booking appointments. The Times reported that Meta is preparing a UK rollout. Mark Zuckerberg is aiming for an audience in the billions, the report said, and he described the launch as one of the most successful. Meta first released Muse in the U.S. in September. A UK launch could help the stock by putting Meta’s newest AI product in front of more people in a major market, which may support the case that its heavy AI spending can produce products people use. Meta Reportedly Builds Sales Team for AI Products Meta is also putting together a sales team and recruiting consulting partners to win business customers, The Information reported. According to the report, the partners include Accenture, Deloitte and IBM, along with other firms that install technology for corporate clients. A business sales push could help the stock by creating a revenue stream beyond advertising, with consulting partners guiding Meta to customers it does not serve today. Meta Stock Moves With Broad Market Rally Every sector gained, so the move was not unique to Meta. XLC, the fund tracking communication services, gained 2.17%, good for fourth place among 11 sectors, while the SPY fund added 2.00% and the QQQ fund 3.05%. The stock climbed back over its 200-day average, about $631.85, and gapped higher at the open. Closing back below the previous day’s close would erase the advance, while a push through the 20-day line, roughly $657.58, would strengthen the near-term picture. META Shares Are Climbing META Price Action: Meta shares were up 5.02% at $640.79 at the time of publication on Monday, according to Benzinga Pro .

U.S. OFFICIAL SAYS THE U.S. WILL TRY TO GET THE RUSSIANS TO AGREE TO A MULTILATERAL FORMAT, ADDING THAT IT BELIEVES EUROPE NEEDS TO BE AT THE TABLE

U.S. OFFICIAL SAYS CONVERSATIONS WITH THE UKRAINIANS AND RUSSIANS ARE DAILY, AND THAT EUROPEAN PARTNERS WILL JOIN THE ABU DHABI UKRAINE TALKS, WHICH WILL GO OVER THE TOPICS EXPECTED TO BE COVERED

Why Is AST SpaceMobile Stock Soaring on Monday. AST SpaceMobile, Inc. ASTS shares are trading higher on Monday after the company partnered with Japan’s Rakuten Group to establish Rakuten AST, Inc. , a joint venture focused on developing a direct-to-device satellite communications network in Japan. The network will use low Earth orbit (LEO) satellites to provide connectivity to commercially available smartphones and strengthen communications infrastructure during disasters and emergencies. Government Funding And Deployment Plans Japan’s Ministry of Internal Affairs and Communications (MIC) selected the joint proposal under its Japan Low Earth Orbit Satellite Communications Project (J-LEO). Rakuten AST is eligible to receive up to 148 billion yen (approximately $1 billion) in government funding over roughly three years. Under the partnership, AST SpaceMobile will supply satellites for Japan’s sovereign mid-band satellite constellation. The companies aim to deploy and manage the satellites and begin domestic operations by the end of March 2029. The J-LEO project will use large-scale LEO satellites to extend broadband coverage to underserved areas and maintain connectivity during natural disasters through emergency roaming across mobile operators. Network Capabilities And Expansion Through Rakuten AST, the companies plan to build and operate a Japan-managed non-terrestrial network. AST SpaceMobile will supply satellites enabling high-speed internet, including video streaming and social media, on standard smartphones without specialized equipment. Rakuten AST also plans to explore global service expansion, subject to regulatory approval. AI And IoT Initiatives Separately, Rakuten Mobile will work with AST SpaceMobile on AI edge computing and AI-driven spectrum management to develop faster connectivity and IoT solutions for logistics, construction, agriculture and infrastructure monitoring. Rakuten Mobile also plans to begin commercial-environment testing of its satellite-to-mobile service in 2026 under its partnership with AST SpaceMobile, established in March 2020. ASTS Earnings Preview and Analyst Price Target Outlook The company will report third quarter earnings results after market close today. Analysts expect the company to report a loss of 40 cents per share and revenue of $46.64 million, according to Benzinga Pro estimates. Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $75.39. Recent analyst moves include: Scotiabank : Upgraded to Sector Outperform (Raises Target to $55.70) (Oct. 23) Piper Sandler : Downgraded to Neutral (Lowers Target to $54.00) (Oct. 13) Deutsche Bank : Upgraded to Buy (Maintains Target to $93.00) (Oct. 12) Top ASTS ETF Exposure: NASA, UFO, and JEDI Weightings Tema Space Innovators ETF (NYSE: NASA ): 5.48% Weight Procure Space ETF UFO : 3.62% Weight Defiance Drone and Modern Warfare ETF (NYSE: JEDI ): 4.19% Weight Significance: Because ASTS carries significant weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock. ASTS Price Action: AST SpaceMobile shares were up 14.69% at $37.08 at the time of publication on Monday, according to Benzinga Pro data .

US Official: NATO will remain central to European collective defense

Coframe Raises $35 Mln To Build "Living Internet". Coframe: COFRAME RAISES $35 MILLION TO BUILD THE "LIVING INTERNET" COFRAME: ROUND CO-LED BY KHOSLA VENTURES & HANABI CAPITAL, WITH PARTICIPATION FROM LEADERS AT OPENAI, ANTHROPIC, GOOGLE DEEPMIND COFRAME: RAISED $35 MILLION IN TOTAL FUNDING, INCLUDING A $25 MILLION SERIES A

BOEING WILL CUT 5% OF ITS COMMERCIAL AIRPLANE WORKFORCE - SEATTLE TIMES

@Kyrylo_Budanov: [转推] LiveSquawk reposted I am on my way to Abu Dhabi as part of the Ukrainian delegation to take part in negotiations. It is important that the diplomatic process continues. Ukraine, more than anyone else, wants this horrific war to end as soon as possible. I very much hope for constructive dialogue. We plan to devote significant attention to the humanitarian track. We need to intensify prisoner exchanges. I hope that the dialogue in the UAE will yield practical results and that we will be able to reach agreements on the next steps toward bringing our people home. I am grateful to the United Arab Emirates for helping organize the negotiations. Special thanks to the American side, particularly Jared Kushner and Steve Witkoff, for their personal efforts in the negotiation process. We are working to achieve results. Glory to Ukraine.

BREAKING: Nvidia intervention came before halt of US chip smuggling probe, per NYT A Commerce Department investigation into suspected smuggling of Nvidia $NVDA chips to China was stopped and handed to the Justice Department after Nvidia’s lawyers contacted investigators, according to The New York Times. Nvidia’s general counsel reportedly cited approval from a senior Commerce official, raising concerns among investigators about possible interference.

Morgan Stanley maintains Microchip Technology at Equal-Weight, lowers price target to $72 from $103. Morgan Stanley maintained Microchip Technology at Equal-Weight and lowered its price target to $72 from $103, a 30.1% decrease. The price target implies an upside of 23.4% from the Nov 6 close of $58.35. Recent analyst actions on Microchip Technology Date Firm Action Rating Price target Nov 9 Barclays Maintains Equal-Weight $90 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 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 .

$BA | Boeing Will Cut 5% Of Its Commercial Airplane Workforce – @seattletimes [链接预览] Boeing will cut 5% of its commercial airplane workforce

QUICK SPARK: Nvidia Stock Eyes Worst Day Against S&P 500 Since DeepSeek's Shock. The S&P 500 is rallying on Monday. Nvidia is moving the other way. NVIDIA Corp. NVDA fell 5.4% to $176.61 by midday, while the S&P 500 rose 2.1%. Measured against the index, Nvidia is down more than 7% on the day. That is the stock’s worst daily performance against the S&P 500 since Jan. 27, 2025, when Chinese startup DeepSeek’s low-cost AI model sent Nvidia down 17% while the index slipped 1.5%. Monday’s drop has erased about $242 billion of Nvidia’s market value, after the board opened an independent investigation into reports that CEO Jensen Huang was the target of a foreign intelligence operation. Chipmakers more broadly are rising. The iShares Semiconductor ETF SOXX rose 6.8%. Chart: Nvidia’s daily performance against the S&P 500 is the worst since DeepSeek’s shock. Source: TradingView

Applied Digital Price Target Cut to $25.00/Share From $41.00 by Morgan Stanley. Ratings actions from Benzinga: https://www.benzinga.com/quote/APLD/analyst-ratings

"Two Premia Down, One To Go": Goldman Says The Global Bond Rout Is Exhausted, But Yields Haven't Peaked [链接预览] "Two Premia Down, One To Go": Goldman Says The Global Bond Rout Is Exhausted, But Yields Haven't...

US Official: Meeting between President Trump and Qatar's PM and Foreign Minister has begun at the White House - Al Jazeera

Nvidia Stock Slides After Chip Maker Opens Probe — WSJ. By Chelsey Dulaney Nvidia's shares are sliding after the company's board launched an investigation into reports that Chief Executive Jensen Huang had been a spying target after a romantic relationship with an executive suspected of working for Chinese intelligence. The chip giant is on track to lose more than $200 billion in market value, making it the outlier in Monday's U.S. markets, where all three major indexes are rallying. Huang is one of the tech industry's most powerful leaders. He has a close relationship with President Trump and has advocated against restrictions on the company's ability to sell chips around the world, including China. An Nvidia spokesperson said Huang is committed to staying on as CEO, but investors are questioning whether the probe could lead to his replacement. Another risk is that the incident could increase scrutiny of chip sales to China. Meanwhile, oil prices are on course to close at their lowest level since August. On Monday, Trump is set to meet the prime minister of Qatar, one of the countries mediating between Washington and Tehran, after saying over the weekend that it was "highly unlikely" he would launch extensive new strikes on Iran. 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).

Iran's Foreign Ministry Spokesperson Baqaei: The departure of enriched materials from Iran is not a question at all - Mehr News

BREAKING: The Commerce Dept investigation into Megaspeed, the firm led by the Chinese spy who had a relationship with Jensen Huang, was suddenly suspended last year after an interaction between Nvidia and a top Commerce Department official, per NYP

BoE Governor Bailey: Frontier AI has increased cyberattack risks, more extensive model testing is needed before and after release

BoE Governor Bailey: AI returns may be strong but markets could overvalue them or returns could take longer than expected to materialize

BoE Governor Bailey: AI asset price bubble poses clear financial stability risks

BoE Governor Bailey: Growing signs of beginnings of positive supply shock from AI, investment

BoE Governor Bailey: AI, digital technology and robotics have potential to raise sustainable economic growth through higher productivity.

BoE Governor Bailey: UK economic activity is proving more resilient than expected, partly due to AI investment, particularly in business services.

Robinhood Stock Rises: What's Going On. Robinhood Markets Inc . HOOD shares are jumping Monday. The company debuted its IPO Access service for UK customers, who can now apply for shares of new U.S. listings with no commission. Here’s what you should know . Robinhood Markets shares are climbing with conviction. What’s behind HOOD gains? Robinhood Stock Rises After UK IPO Access Launch IPO Access is Robinhood’s tool for requesting shares in a company’s initial public offering, or IPO, before the stock starts trading. Under the new service, UK clients can apply for stakes in newly listed U.S. companies at the price set for the offering, before the first trade happens, and Robinhood takes no commission. Robinhood calls the UK a seasoned, busy retail market where early access to deals has mostly belonged to wealthy individuals and big institutions. To change that, it has partnered with a British offering-platform provider so everyday customers can join eligible deals. Rivals, Robinhood says, charge to execute orders or reserve primary listings for institutions and the wealthy. Robinhood UK President Jordan Sinclair said the U.S. version “levelled the playing field for retail investors.” Sinclair added that Robinhood wants Britain’s retail investors to reach the newest wave of innovative companies as they list. HOOD Shares Are Climbing HOOD Price Action: Robinhood shares were up 4.12% at $84.24 at the time of publication on Monday, according to Benzinga Pro .

BoE Gov. Bailey's Speech [链接预览] Central Bank independence in today’s world - Speech by Andrew Bailey

Corning Price Target Cut to $120.00/Share From $140.00 by Bernstein. Ratings actions from Benzinga: https://www.benzinga.com/quote/GLW/analyst-ratings (17:25 GMT) Corning Is Maintained at Market Perform by Bernstein Ratings actions from Benzinga: https://www.benzinga.com/quote/GLW/analyst-ratings

Fed's Barkin sees risk of firms passing on higher energy costs

*SKYDANCE NAMES LATCHAM DC STUDIOS CHIEF REPLACING GUNN, SAFRAN

Nvidia scandal magnifies serious board defects. By Robert Cyran Jensen Huang embodies key-man risk, underpinning the $4 trln chipmaker he runs and the broader AI industry it supports. His extramarital affair with a suspected spy makes the lack of a chairperson or clear successor downright clownish. Remedying both is now an urgent priority. Full view will be published shortly. Follow Robert Cyran on Bluesky. CONTEXT NEWS Nvidia's board of directors said on ​November 8 that it is initiating an independent ​investigation ⁠into whether founder and CEO Jensen Huang has been the target of a foreign intelligence effort. Huang apologized for being unfaithful to his wife and said he was committed to winning back the confidence of Nvidia's board, partners and shareholders. The company added that he ​is committed to continuing to lead Nvidia as CEO without interruption. US authorities suspected Huang had ​a romantic relationship with ⁠a Chinese woman who was recruited to spy for China’s Ministry of State Security intelligence agency, the Financial Times reported on November 6, citing unnamed sources. A memo based on information from US intelligence said the Nvidia boss had been involved with Alice Huang, who was at the time an executive at Megaspeed, a Singapore-based customer, the report added.

Preparations underway in Doha to potentially host a new round of US-Iran talks in the coming week as mediators Pakistan and Qatar work to bridge gaps - Asia One News Reporter on X

Morgan Stanley maintains Applied Digital at Equal-Weight, lowers price target to $25 from $41. Morgan Stanley maintained Applied Digital at Equal-Weight and lowered its price target to $25 from $41, a 39.0% decrease. The price target implies an upside of 60.8% from the Nov 6 close of $15.55. Recent analyst actions on Applied Digital Date Firm Action Rating Price target Oct 30 B. Riley Securities Maintains Buy $51 Oct 21 Roth Capital Reinstates Buy $35 Oct 12 Morgan Stanley Maintains Equal-Weight $41 Across the three most recent analyst notes published on Applied Digital over the past 30 days, price targets range from $35 to $51. Explore more price target data and ratings for Applied Digital on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Federal Government Probes Waymo Over School-Bus Safety — WSJ. By Esther Fung Federal transportation regulators are looking into reports that Waymo's driverless taxis passed school buses flashing red lights or displaying a stop sign, despite a software fix that was supposed to correct the problem. Cars operated by Alphabet's Waymo failed to stop for the school buses after the software fix the company completed late last year that was supposed to address the issue, the National Highway Traffic Safety Administration said Monday. The agency said it had received a large number of reports saying the cars had passed school buses that were stopped and flashing red lights or had extended a stop sign following the fix. The regulator said it is looking into "continued traffic safety violations relating to stopping when encountering a school bus, particularly when the bus is boarding or offboarding students." Waymo said safety is central to its mission and it prioritizes operating safely around school buses. The firm said it will work with NHTSA to answer its questions and to keep engaging on making improvements to its autonomous-vehicle software. "We have made significant improvements to vehicle behavior around school buses and have received no citations since March 2026," a Waymo spokesman said. NHTSA said its probe involved 2,895 Waymo vehicles equipped with the company's fifth-generation automated-driving system. The Austin, Texas, Independent School District provided the traffic citations, NHTSA said. Starting last year, the school system said that Waymo vehicles repeatedly passed stopped school buses. Waymo had said it completed software updates in November 2025 that would ensure its taxis remain stationary when a school bus's red lights are flashing or its stop arm is extended. NHTSA conducts investigations about safety-related defects in vehicles. The agency said its investigation of the Waymo issue, which it refers to as a recall query, will evaluate the adequacy of Waymo's software fix. It could result in another safety fix that Waymo needs to make. A "recall query" is one of the several types of defect investigations that NHTSA conducts. Write to Esther Fung at esther.fung@wsj.com

Moderna Price Target Raised to $305.00/Share From $230.00 by Piper Sandler. Ratings actions from Benzinga: https://www.benzinga.com/quote/MRNA/analyst-ratings

@AnasMallick: [转推] LiveSquawk reposted Preparations underway in Doha to potentially host a new round of US - Iran talks in the coming week as mediators Pakistan and Qatar work to bridge gaps.

Wall St roars back as oil slide eases inflation jitters; Nvidia drops. By Niket Nishant and Utkarsh Hathi Wall Street's main indexes rebounded on Monday as a drop in oil prices soothed investor nerves after last week's selloff, even as AI heavyweight Nvidia hit a seven-month low following the controversy surrounding CEO Jensen Huang. The strong gains allayed concerns about the AI trade, which shook markets following the Democrats' midterm triumph last week. Ten of 11 major S&P 500 sector indexes were in positive territory, with industrials S5INDU and consumer discretionary S5COND leading gains. US President Donald Trump downplayed the likelihood of renewed strikes on Iran, sending crude prices lower and easing inflation concerns. Inflation will be front and center this week after the Labor Department releases its Consumer Price Index report for October on Tuesday. Markets also drew comfort from some Wall Street brokerages calling for calm. Morgan Stanley and UBS said last week's rout in AI stocks was overdone, and the risks of extreme regulation of data center developments under a Democratic-controlled Congress were unlikely to play out. But there are other challenges. Fears of a December rate hike persisted following October's stronger-than-expected jobs data. Nvidia NVDA , the second most valuable company in the world, fell 6.2% to its lowest since April 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. At 11:45 a.m. ET, the Dow Jones Industrial Average DJI rose 953.53 points, or 1.86%, to 52,239.26, the S&P 500 CBOE:SPX gained 151.53 points, or 2.05%, to 7,528.39 and the Nasdaq Composite IXIC jumped 574.76 points, or 2.34%, to 25,155.62. "There's still going to be a bit of reckoning as far as the AI trade is concerned," said Ted Parkhill, founder and CEO of Incline Investment Management. CHIPS INCH HIGHER, MARKETS ASSESS EARNINGS Chipmakers were up, with Marvell Technology MRVL and Broadcom AVGO rising 9% and 8%, respectively, while Intel INTC and Qualcomm QCOM gained over 4% each. The Philadelphia Semiconductor Index SOX added 6%, after suffering its worst week since March 2025. Among the hyperscalers, Microsoft MSFT , Alphabet GOOG , Meta META and Amazon AMZN were up between 2% and 5%. Elon Musk-led Tesla TSLA and SpaceX SPCX also advanced 5.5% each. Shares of investment giant KKR (KKR.O) rose 2.3% after its quarterly profit hit a record high. Constellation Energy CEG , an energy firm with exposure to the AI boom, rose 8% after its adjusted third-quarter profit surpassed expectations. Of the 335 companies in the S&P 500 that had reported earnings as of Thursday, 82.4% beat estimates, according to Tajinder Dhillon, head of earnings and equity research at LSEG Data and Analytics. Berkshire Hathaway's BRK.A class A shares were 0.5% lower after the conglomerate reported lower third-quarter profit. Advancing issues outnumbered decliners by a 3.93-to-1 ratio on the NYSE, and by a 3.41-to-1 ratio on the Nasdaq. The S&P 500 posted seven new 52-week highs and three new lows, while the Nasdaq Composite recorded 64 new highs and 120 new lows.

There is no one at Nvidia who would be ready to replace Jensen Huang. By Britney Nguyen and Emily Bary Nvidia's CEO has an 'outsize role and unclear succession' Some analysts see a risk that Nvidia CEO Jensen Huang won't be able to hold on to his role as the board investigates his relationship with a Chinese executive reportedly working as a foreign-intelligence asset. Nvidia investors may get a crash course in "key-man risk." That's a Wall Street term to describe the phenomenon at companies led by well-known figures who have become emblematic of the business and seemingly irreplaceable. The fear is that without these central figures, companies risk losing the essence of their success. Nvidia (NVDA) has said that its board of directors has confidence in CEO Jensen Huang, who will stay in the top position even as the board investigates the implications of his relationship with a woman who reportedly worked as a foreign-intelligence asset for China. But some analysts see a very real possibility that Huang will have to exit as a result of the investigation and heightened attention. This underscores how the larger-than-life Nvidia CEO has no clear heir apparent. "The single-man risk affects many companies with a high-profile founder or CEO, such as Apple with Steve Jobs, Meta with Mark Zuckerberg and many others," said Richard Windsor, an independent analyst with Radio Free Mobile. For Nvidia, though, "this problem is particularly acute because Jensen Huang is very hands-on, meaning that the key decisions that led to its success were ultimately taken by him, and because there is no obvious successor," Windsor said. D.A. Davidson analyst Gil Luria told MarketWatch that in light of Huang's "outsize role and unclear succession, this is the risk investors are likely to focus on." Nvidia did not immediately respond to a request for comment from MarketWatch. Huang has said the "secret" to his more than 30-year tenure as head of Nvidia is "don't get fired" and "don't get bored," according to Bloomberg. With his signature leather jackets and a tendency to wax on about a "new industrial revolution," Huang has captured the limelight. No other Nvidia executive is well-known to investors, aside from Chief Financial Officer Colette Kress, a 13-year veteran of the company who speaks on the company's earnings call and at conferences. Yet the jump from CFO to CEO isn't an easy one to make, and many companies prefer to go with leaders who bring operational experience or design vision to the table. Former Intel CFO Bob Swan was derided as a bean counter and lasted just two years in the CEO spot after taking over for Brian Krzanich in 2019. There's a possibility Kress could be elevated to serve as interim CEO in the event that Huang leaves the post, which would buy the board time to figure out its next steps, Jason Schloetzer, an associate professor of accounting and management strategy at Georgetown University's McDonough School of Business, said to MarketWatch. In terms of the CEO position, that job "is really just a match for what the firm needs," he said. If Nvidia needs a leader with deep technical knowledge and a vision for design, it would need "a large bench who can fill in any potential gap that a CFO may have in their knowledge base," Schloetzer said. In his view, the real risk Nvidia faces is with Huang's leadership structure, which includes 60 direct reports. "Succession seems to work better when there's more of a pass-the-baton relay, where someone has been telegraphed as being the heir apparent, and that person is visible for a lengthy period of time," he said. At Nvidia, the work has likely been divided among 60 people, Schloetzer noted, and if Huang's successor is chosen from among them, there's a high likelihood the others will question why it wasn't them. In that case, Schloetzer said, Nvidia's competitors such as Advanced Micro Devices (AMD), along with major cloud service providers working on custom chips and other chip makers will likely look to recruit from among that pool of executives. "That is the risk in this situation, is there could be an exodus of talent after the board makes the decision of who they're going to elevate," Schloetzer said. Should Nvidia's board find an outsider to replace Huang, Schloetzer believes that person will look to restructure top management along the lines of a typical organization. But Nvidia is in a unique situation, as Huang "is someone who's very difficult to replace," he said. In his view, Nvidia's board has allowed the company to structure itself in a way to "facilitate key-man risk." Given the size and value Nvidia has reached, "there certainly should be some scrutiny of the board, of why they let this happen," he said. -Britney Nguyen -Emily Bary 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.

Jensen Huang’s Scandal Could Hit CoreWeave, Nebius Where It Hurts. Nvidia Corp. NVDA CEO Jensen Huang ‘s personal scandal could ripple well past the chipmaker. Two of the companies with the most at stake are neocloud providers CoreWeave Inc. CRWV and Nebius Group N.V. NBIS . NVDA stock is sinking. Get all the details here. Huang admitted to an extramarital affair in a memo to employees on Sunday, and Nvidia’s board launched an investigation as U.S. intelligence agencies suspect the woman involved of being a Chinese spy. Nvidia stock had already entered a bear market as investors grew nervous about AI spending and Democrats took control of the U.S. Congress. D.A. Davidson analyst Gil Luria said on CNBC Monday that the scandal poses a real threat to neoclouds. Luria reasoned that Nvidia’s bets on CoreWeave and Nebius were largely Huang’s own decision, so anything that weakens Huang weakens the strongest backer either company has. A Bet Tied to One Man Nvidia invested $2 billion in CoreWeave in January at $87.20 per share, nearly doubling its stake and becoming the company’s second-largest shareholder. In March, Nvidia agreed to put $2 billion into Nebius for a stake of about 8.3%. Huang has championed both companies in public, and Nvidia supplies the GPUs that fill their data centers. Investors have treated the chipmaker’s support as a safety net. A leadership change at Nvidia would raise new questions about whether the next person in charge would keep writing checks. Bernstein analysts expect the Huang overhang to linger “for a while,” CNBC reported. Earnings Week Adds More Unknowns Both neoclouds are set to report this week. CoreWeave posts third-quarter results after the close on Tuesday, with a call at 5 p.m. ET. Nebius reports Thursday before the opening bell. Expectations remain steep. Analysts expect CoreWeave revenue of about $3.55 billion, up roughly 160% from a year earlier, while Nebius is expected to post about $908 million, a sixfold jump, according to Benzinga Pro data. Shares of each have fallen roughly 35% to 40% over the past month. Options traders see big swings ahead. Benzinga Pro data show an implied move of about 20% for Nebius. After its prior report, Nebius jumped more than 34% when management said demand was strong enough to sell out its 2027 capacity. Neocloud investors have plenty to weigh heading into this week’s earnings reports, from Nvidia’s leadership turmoil and a new Democratic Congress to lingering doubts about AI spending and how CoreWeave and Nebius plan to fund their buildouts. On the calls, financing will likely get as much attention as growth. CoreWeave and Nebius need steady access to capital to keep building, and any doubt about Nvidia’s backing could make that capital more expensive.

【最新内容：Evan @StockMKTNewz · 2026-11-09T17:17:46.000Z】 For every $1 of revenue Anthropic $ANT made in 2025 it spent $1.60 on compute 【引用内容：Tradr ETFs @TradrETFs · 2026-11-09T17:08:44.000Z】 For every $1 of revenue in 2025, Anthropic spent $1.60 on compute. Its S-1 splits costs by purpose: $2.8B went to serving customers, while R&D, mostly compute for building models, took $6.3B. Through September 2026, compute fell to 57% of revenue.