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Al Arabiya sources: The US will release Iranian assets worth between $6 billion and $9 billion if an agreement is reached.

AL ARABIYA SOURCES: A PRELIMINARY AGREEMENT ON REDUCING IRAN’S URANIUM ENRICHMENT IS LIKELY TO BE REACHED.

@AlArabiya_Brk: [转推] LiveSquawk reposted Al Arabiya sources: Under the proposed framework, the Strait of Hormuz will be opened and the naval blockade lifted immediately #العربية_عاجل

🔴 Al Arabiya sources: A preliminary agreement on reducing Iran’s uranium enrichment is likely to be reached.

【最新内容：zerohedge @zerohedge · 2026-11-09T19:39:49.000Z】 ARRANGEMENTS ARE BEING MADE TO DISCUSS THE RETURN OF IAEA INSPECTORS TO IRAN, WITHOUT CLARIFYING THE SCOPE OF THEIR DUTIES: AL ARABIYA 【引用内容：العربية عاجل @AlArabiya_Brk · 2026-11-09T19:36:48.000Z】 Al Arabiya sources: Arrangements are being made to discuss the return of IAEA inspectors to Iran, without clarifying the scope of their duties #العربية_عاجل

🔴 Al Arabiya sources: Washington has allowed uranium enrichment inside Iran to 3.67%, and Tehran has agreed.

Some positive Iran headlines hitting. US allowing some uranium enrichment

AL ARABIYA SOURCES: ARRANGEMENTS ARE BEING MADE TO DISCUSS THE RETURN OF IAEA INSPECTORS TO IRAN, WITHOUT CLARIFYING THE SCOPE OF THEIR DUTIES.

@AlArabiya_Brk: [转推] LiveSquawk reposted Al Arabiya sources: Washington has allowed uranium enrichment inside Iran to 3.67%, and Tehran has agreed #العربية_عاجل

Al Arabiya sources: Arrangements are being made to discuss the return of IAEA inspectors to Iran, without clarifying the scope of their duties.

@AlArabiya_Brk: [转推] LiveSquawk reposted Al Arabiya sources: Arrangements are being made to discuss the return of IAEA inspectors to Iran, without clarifying the scope of their duties #العربية_عاجل

$3 Trillion In Two Days: Goldman's Molavi Says Crowded Funds Played "Stop Bingo" Until Everything Broke [链接预览] $3 Trillion In Two Days: Goldman's Molavi Says Crowded Funds Played "Stop Bingo" Until Everything...

US Secretary of State Rubio: Israel has clearly graduated beyond US military aid.

NYMEX Diesel December futures settle at $4.2148 a gallon.

NYMEX Gasoline December futures settle at $2.6509 a gallon.

U.S. CRUDE OIL FUTURES SETTLE AT $86.85/BBL, DOWN $3.98, 4.38 PCT

US SECRETARY OF STATE RUBIO: WE'RE NEGOTIATING AN MOU ON US MILITARY AID FOR ISRAEL.

US Secretary of State Rubio: We're negotiating an MOU on US military aid for Israel.

NYMEX Natural Gas December futures settle at $3.2180/MMBtu.

US CRUDE OIL FUTURES PLUNGE 4.38% TO $86.85/BBL, DOWN $3.98

NYMEX WTI Crude December futures settle at $86.85 a barrel, down $3.98, 4.38%.

Jensen Huang's Affair Rings Alarm Bells for Nvidia Investors — WSJ. By James Mackintosh Having your chief executive caught in an alleged Chinese honeytrap isn't a good look, and Jensen Huang's involvement with an executive at a Singaporean data-center is rightly getting huge attention from the Nvidia board, shareholders and the media. But having your chief executive admit an affair that is claimed to be with an executive at a major, and controversial, customer is exactly the sort of thing that should matter to investors and the board — even if she isn't a spy. Jensen Huang should know this: He wrote the introduction to the company's code of conduct, which features a picture of him in his trademark leather jacket. "Managers serve as role models," the code states in bold. Conflicts of interest — including personal relationships — have to be preapproved and staff involved have to recuse themselves from decisions in the area. Any waiver to the code granted to a director by the board's compliance committee will, the company says, be disclosed publicly. There seems to be no mention of such a waiver on the company's website or in filings with the SEC. Junior sales staff who didn't tell their boss that they were in a relationship with a customer could expect to be disciplined or fired at most big companies. But when it's your CEO and co-founder, who owns $164 billion worth of your shares, things get tricky. Major companies Boeing, McDonald's, BP and last year Nestlé have all proved willing to fire their CEOs for consensual relationships with employees that broke their rules. But they weren't superstars who built the company, and weren't regarded by investors as virtually irreplaceable. These sort of scandals are where the double standards of corporate governance come in. Big investors spend a lot of time analyzing company standards, codes of practice and board committees, and for good reason. Managers are hired hands working on behalf of the shareholders. The shareholders need to check there are processes in place to stop them making off with the money. But when it comes to Silicon Valley founders, investors are willing to overlook a lot. The first thing that went was one share, one vote. Investors desperate to buy in to popular IPOs accepted special votes for founders that give them control through special classes of shares. Visionary CEOs can get away with erratic behavior, and even public drug use and SEC slapdowns in the case of Elon Musk at Tesla. The problem is familiar to students of democracy. The best way for governments to get things done would be via a benign dictatorship. Unfortunately, there's no way to ensure a dictator remains benign, and history strongly supports Winston Churchill's quip that democracy is the worst form of government except for all the others that have been tried. Investors are two decades into an experiment where much of Silicon Valley is allowed to be run by benign dictators who investors have given a free rein (or perhaps reign). The rest of the business world is subject to shareholder democracy and the corporate governance standards that result. At founder-controlled companies such as Alphabet and Meta, or those with superstar CEOs such as Tesla and Nvidia, shareholders think they should be trusted to get on with it. It has mostly worked, in that the shares far outperformed the rest of the market, at least until recently. The danger for Jensen Huang is that the customer at which his romantic partner was an executive has been investigated by the U.S. government over claims — which it denies — that it redirected Nvidia's advanced chips to China, in breach of sanctions. If it turns out it was a front for Chinese chip purchases, Huang's affair will look a lot worse, whether or not there was spying involved. The downfall of a superstar CEO usually comes when shareholders conclude they would be better off without him. We're a long way from that for Huang. But with the shares already giving up all their gains for the year before he admitted his affair, and falling another 6% on Monday, investors have less reason to let him enjoy the freedoms of the superstar Silicon Valley CEO. As Huang said in his apology to staff, directors and shareholders: "You deserve better from me." Write to James Mackintosh at james.mackintosh@wsj.com

MUSK'S TERAFAB CHIPMAKING PROJECT LINES UP JAPAN SUPPLIERS – NIKKEI

Meta Releases Muse Ember, Low-Cost AI Model — Market Talk. Meta Platforms releases Muse Ember, which it describes as the company's smallest and most efficient AI model yet. Meta says Ember provides equivalent or better intelligence to leading low-cost models from OpenAI and Anthropic at a lower cost. Ember is available via Meta's Model API for 10 cents per million input tokens and 50 cents per million output tokens. The release comes as Meta works to improve the efficiency of its AI models and infrastructure to reduce the high costs of running Muse, the company's AI personal assistant.(elias.schisgall@wsj.com)

The cost of cheating:

Musk's Terafab Chipmaking Project Lines Up Japan Suppliers – @NikkeiAsia [链接预览] Musk's Terafab chipmaking project lines up Japan suppliers

NatGas Shorts "Forced To Cover" As US Cold Blast Threatens Record Hedge Fund Bear Bets

*HEGSETH IMPEACHMENT ARTICLES OFFERED IN US HOUSE

Ichor Holdings Coverage Assumed by DA Davidson at Buy. Ratings actions from Benzinga: https://www.benzinga.com/quote/ICHR/analyst-ratings

BREAKING: France accuses Iran of being behind cyber-attacks that affected supermarket fridges and freezers, per BBC

US SECRETARY OF STATE RUBIO: WE NEED TO SPEAK MORE ABOUT DISRUPTION FROM AI ON THE ECONOMY.

US Secretary of State Rubio: We need to speak more about disruption from AI on the economy.

This is the closing pitch on your IPO??? $ANT

ANTHROPIC SAYS CLAUDE FABLE 5.2 AND MYTHOS 5.2 ARE AVAILABLE AT $8 PER MLN INPUT TOKENS AND $40 PER MLN OUTPUT TOKENS, WITH AN OPTIONAL FAST MODE AVAILABLE FOR $16 PER MLN INPUT TOKENS AND $80 PER MLN OUTPUT TOKENS

【最新内容：unusual_whales @unusual_whales · 2026-11-09T19:12:50.000Z】 The founder behind early cancer detection AI is now launching Rayline on Wednesday. A company built around detecting which AI models to use. 【引用内容：David Valerio Gilmore @davidvgilmore · 2026-11-09T16:05:09.000Z】 In 2015, I built an AI that detects early cancer. It’s still running across hundreds of hospitals in the US today. It was the most fulfilling work of my life, and I was building in AI years before everyone called it “AI”. Building in AI then was a dream. Now It feels like

UBS: TECH SELL-OFF IS A POSITIONING RESET, NOT AN AI DOWNTURN UBS says last week's technology sell-off reflects investor repositioning, not a structural downturn in AI investment. The bank expects further equity gains over the next 6–12 months, supported by resilient economic activity and broader earnings growth. However, UBS warns that concentrated tech exposure and elevated expectations remain risks, recommending investors use rallies to rebalance, lock in profits and diversify.

Anthropic unveils Fable 5.2 and Mythos 5.2 models ahead of IPO

EVEN A SMALL CPI BEAT COULD SEAL DECEMBER FED RATE HIKE Russell Investments warns that even a modest upside surprise in Tuesday's US CPI report could cement a December Fed rate hike. Following strong employment data and signs of economic resilience, strategist BeiChen Lin expects the Fed to have little tolerance for persistent inflation. Markets now price an 84.5% probability of a 25-basis-point hike on December 9, up from 76.3% a day earlier

HEGSETH TO HOLD RARE PENTAGON PRESS CONFERENCE AMID IMPEACHMENT THREAT US Defense Secretary Pete Hegseth will hold a press conference Tuesday morning to address a Republican lawmaker's impeachment effort, according to The Wall Street Journal. Rep. Thomas Massie is preparing eight articles of impeachment, alleging Hegseth unlawfully initiated the Iran war and disregarded congressional efforts to withdraw US forces. Hegseth has dismissed the threat and insists he will remain in office. President Trump continues to back him, despite reported internal criticism.

US SEC. OF DEFENSE HEGSETH'S IMPEACHMENT ARTICLES ARE INTRODUCED IN THE HOUSE.

ANTHROPIC UNVEILS NEW FABLE AND MYTHOS AI MODELS AHEAD OF IPO

Unless Nvidia Removes Jensen Huang, the Stock Is Worth Holding — Barrons.com. By Adam Levine Sex and spies sell newspapers, and on Monday they're also moving markets. News broke on Sunday that the Nvidia board is conducting an investigation into an extramarital affair founder and CEO Jensen Huang had with an executive at Singapore-based data-center business Megaspeed named Alice Huang (or Huang Le). U.S. intelligence agencies suspect her of being an intelligence asset for China. Nvidia stock was down 5% in midday Monday trading. Shares of competitors Advanced Micro Devices and Broadcom were up 12% and 9% respectively. After we wading through the salacious details, the question remains: what has changed? Until Huang gets removed — and that isn't a foregone conclusion — it's mostly business as usual at Nvidia. Some things have changed. The most obvious is that future sales of Nvidia data-center chips to China are probably foreclosed. But Nvidia hasn't booked Chinese data-center sales in some time, and issues forward guidance that doesn't include any. In 2025 Nvidia took charges for unsold inventory meant for China which had been blocked by the incoming Trump administration. And last week Reuters reported that 600,000 Nvidia chips that had been approved by the U.S. government for sale to Chinese customers are gathering dust in Hong Kong. Whether the U.S. allows exports or not, the Chinese government seems to prefer that local artificial-intelligence companies use domestic supply chains — even if they are inferior — along with government subsidies to stimulate innovation. More importantly, Nvidia is going to have to take a harder look at Asian customers like Megaspeed, where Huang's tryst partner was managing director until the end of 2023. How many other Asian Nvidia customers are Chinese intelligence cutouts, or otherwise in cahoots with the Chinese government? That may lead Nvidia to cancel orders from some customers, which would be the most concrete bad near-term outcome. The uncertainty surrounding Huang's future probably ends his role as the central banker of the AI ecosystem. In the last 12 months Nvidia generated $127 billion in free cash flow, and Wall Street analysts expect $329 billion in the fiscal year that begins in February. Huang had been using that money to invest widely in AI companies, including customers. Though it may not end entirely, Huang led this effort, and his activities will probably be curtailed. This could wind up being a boon to shareholders. In the last 12 months, 44% of free cash flow went to share repurchases, and that percentage may increase if Nvidia isn't acting as sugar daddy to a wide swath of the AI ecosystem. What doesn't change is the demand for Nvidia's AI chips and equipment. All that cash flow comes from fast-growing sales and a 75% gross profit margin. Nvidia gets that fat markup, even in an environment where its largest customers are all trying to diversify their supply chains, because it provides a complete AI tool kit with multiple chips and software that ties it all together in a way that is still unmatched. What's more, only Nvidia can deliver the volume of AI equipment customers need. None of this changed this week, and Nvidia customers aren't leaving any time soon because of the scandal. Should the board remove Huang, that would become a huge long-term challenge for Nvidia. The company has no succession plan — nor an obvious successor — and 60 top executives report to Huang directly. That concentration of power and any protracted uncertainty around a Huang replacement could unsettle the market, and prove the biggest incentives for not removing him. Until then, the fundamental reasons Nvidia remains so dominant in the AI trade are largely unchanged. Write to Adam Levine at adam.levine@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.

US Sec. of Defense Hegseth's impeachment articles are introduced in the House.

*HEGSETH IMPEACHMENT ARTICLES INTRODUCED IN HOUSE

BREAKING: Nvidia CEO Jensen Huang has dropped out from Anthropic and ElevenLabs event lineups following disclosures of an affair and a board investigation. He announced his infidelity yesterday.

DA Davidson assumes coverage of Ichor Holdings at Buy, sets price target at $37. DA Davidson assumed coverage of Ichor Holdings at Buy and set a price target of $37. The price target implies an upside of 19.5% from the Nov 6 close of $30.96. Recent analyst actions on Ichor Holdings Date Firm Action Rating Price target Nov 9 B. Riley Securities Maintains Buy $60 Nov 3 TD Cowen Maintains Buy $55 Nov 3 Stifel Maintains Buy $93 Nov 3 Needham Maintains Buy $55 Across the four most recent analyst notes published on Ichor Holdings over the past 30 days, price targets range from $55 to $93. Explore more price target data and ratings for Ichor Holdings on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Lacalle: Republicans Gave Voters 'Mild Socialism' - And Lost...

ANTHROPIC: CLAUDE FABLE 5.2 AND CLAUDE MYTHOS 5.2 ARE AVAILABLE NOW

PEPSICO IS CUTTING AROUND 1,000 JOBS ACROSS NORTH AMERICA - WSJ

Short Nvidia, Long Drama: Traders Pile into Leveraged ETFs During Sell-Off. GraniteShares 2x Short NVDA Daily ETF NVD and GraniteShares 2x Long NVDA Daily ETF NVDL were among Monday’s most actively traded ETFs as NVIDIA Corp. NVDA came under renewed selling pressure following fresh controversy surrounding CEO Jensen Huang . • NVIDIA stock is showing notable weakness. What’s behind NVDA decline? NVD, which targets twice the inverse of Nvidia’s daily performance, gained approximately 12%, while NVDL, designed to deliver twice the stock’s daily return, fell by a similar magnitude. The divergence highlights growing interest in leveraged ETFs as traders position for Nvidia’s next move amid uncertainty surrounding the chipmaker’s leadership and the broader AI trade. Why Nvidia Stock Is Under Pressure Nvidia shares slid after the company’s board announced an independent investigation into reports that Huang had been the target of a foreign intelligence operation. In a Nov. 8 statement, Nvidia said an independent committee, assisted by outside counsel, would oversee the investigation. The board added that it had no reason to believe national security or proprietary information had been compromised. The controversy follows reports concerning Huang’s relationship with a business executive allegedly linked to Chinese intelligence. China dismissed the allegations as groundless. The developments have raised questions about potential implications for Nvidia’s business relationships and chip shipments to China. NVD, NVDL Trading Activity Surges The latest moves follow substantial turnover in both ETFs last week. NVD recorded approximately 121.2 million shares in trading volume on Nov. 6, following 127.7 million on Nov. 5 and nearly 159 million on Nov. 4. NVDL traded approximately 15.6 million shares on Nov. 6, compared with 23.9 million on Nov. 5. NVD was trading 94 million shares on Monday. Their recent price action also illustrates the risks of leveraged exposure. NVD gained 18.66% on Nov. 5 as Nvidia shares tumbled, while NVDL plunged 18.60%. The subsequent reversal demonstrated how quickly these products can change direction. Resistance is anticipated around the $6 mark for NVD, where traders may begin to take profits or reassess their positions, according to Benzinga Pro . If the price can break through this resistance, it could pave the way for further gains, potentially testing levels closer to the 52-week high of $9.75. For NVDL, support levels are now crucial to watch, with the recent low of $19.53 potentially acting as a floor. If this level fails to hold, further declines could be anticipated, leading to a test of even lower price points. Resistance is likely to form around the previous support level near $21.53, which may now act as a barrier to recovery. A sustained move above this level would be necessary to signal a reversal in the current trend and restore some confidence among investors. Is Nvidia Stock Approaching Oversold Territory? Nvidia’s technical setup has deteriorated following the sell-off. Its Relative Strength Index (RSI) near 31.38, approaching the commonly watched oversold threshold of 30. All 12 tracked moving-average indicators flashed sell signals, with the stock trading below its five-day, 10-day, 20-day, 50-day, 100-day and 200-day moving averages. An oversold reading, however, does not guarantee an immediate rebound. Broader Market Recovery Adds a Twist Nvidia’s weakness contrasted with a broader U.S. equity recovery on Monday, as the S&P 500, Dow Jones Industrial Average and Nasdaq Composite advanced. Investors were also watching Tuesday’s October Consumer Price Index report for clues about Federal Reserve policy. Stronger-than-expected employment data had already raised concerns about a potential December rate hike. For NVD and NVDL, the next catalyst will be whether Nvidia’s selling pressure persists or reverses. A continued decline could support NVD, while a rebound could quickly restore momentum in NVDL. Both ETFs reset leverage daily, meaning their returns over multiple sessions can diverge significantly from twice Nvidia’s cumulative performance, particularly during volatile markets.