新闻信息流

NASDAQ 100 EXTENDS GAIN TO 2%; S&P 500 RISES 1.5%

B. Riley Securities maintains Amkor Technology at Neutral, lowers price target to $38 from $41. B. Riley Securities maintained Amkor Technology at Neutral and lowered its price target to $38 from $41, a 7.3% decrease. The price target implies an upside of 15.8% from the Nov 6 close of $32.82. Recent analyst actions on Amkor Technology Date Firm Action Rating Price target Oct 27 B. Riley Securities Maintains Neutral $41 Oct 27 Morgan Stanley Maintains Equal-Weight $63 Oct 27 Needham Maintains Buy $55 Across the three most recent analyst notes published on Amkor Technology over the past 30 days, price targets range from $41 to $63. Explore more price target data and ratings for Amkor Technology on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Brent crude breaks the 200-day moving average in fall to the lowest in two months

B. Riley Securities maintains Applied Materials at Buy, lowers price target to $475 from $700. B. Riley Securities maintained Applied Materials at Buy and lowered its price target to $475 from $700, a 32.1% decrease. The price target implies an upside of 42.8% from the Nov 6 close of $332.71. Recent analyst actions on Applied Materials Date Firm Action Rating Price target Nov 3 Morgan Stanley Maintains Equal-Weight $538 Oct 16 Needham Maintains Buy $580 Oct 15 Evercore ISI Group Maintains Outperform $590 Oct 14 RBC Capital Reiterates Outperform $600 Across the four most recent analyst notes published on Applied Materials over the past 30 days, price targets range from $538 to $600. Explore more price target data and ratings for Applied Materials on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

TRUMP ADMINISTRATION VOWS TO SPEED DEPLOYMENTS OF COUNTER-DRONE SYSTEMS TO ADDRESS THREATS -- MEMO

All of these stocks are up by 5%+ so far in today's early trading Amazon $AMZN Meta Platforms $META $AMD Broadcom $AVGO

Nvidia’s $540 Billion ETF Empire Has a Jensen Huang Problem. Nvidia Corp NVDA shares fell about 6% in pre-market trading Monday after reports emerged that the company’s board had launched an internal investigation into whether CEO Jensen Huang had been targeted by a foreign intelligence effort . So what happens to the AI ETF trade if the man synonymous with Nvidia’s rise faces a leadership crisis? $540 Billion Riding on Nvidia According to ETFIQ data, 659 U.S.-listed thematic and core ETFs held Nvidia as of Nov. 6, with aggregate Nvidia holdings worth $540.3 billion across 644 funds with available data. The figure represents the combined value of Nvidia positions across funds, not unique investor exposure, as multiple ETFs hold the same shares. With Nvidia down approximately 6% in premarket trading, the estimated combined market value of its $540.3 billion in ETF holdings could decline by roughly $32.4 billion, assuming fund holdings remain unchanged. This is a hypothetical mark-to-market impact, not actual investor losses or ETF outflows. Which ETFs Have the Most Nvidia Exposure? A sharp Nvidia selloff could disproportionately affect semiconductor and technology ETFs, even if other holdings remain relatively stable. VanEck Semiconductor ETF SMH has 20.75% of its portfolio invested in Nvidia, while VanEck Fabless Semiconductor ETF SMHX had a 20.04% allocation, based on Nov. 5 holdings. Vanguard Information Technology ETF (NYSE: VGT ) had 17.58% exposure, while iShares Semiconductor ETF SOXX allocated approximately 8.38% to the chipmaker. Invesco QQQ Trust QQQ held approximately $34.3 billion in Nvidia shares, representing 7.68% of its portfolio. Could a Jensen Huang Exit Shake Up AI ETFs? Prediction markets are pricing in Nvidia leadership uncertainty. Polymarket and Kalshi both put the probability of Huang leaving or being removed at approximately 35%, according to the figures cited in the reports. For ETF investors, the concern extends beyond a single trading session. Huang has been central to Nvidia’s AI strategy and its rise to become a dominant supplier of AI chips. Any credible threat to his leadership could introduce another source of volatility into a semiconductor sector already facing questions about data-center spending and the sustainability of AI demand. The bigger risk for ETF investors is how much of their supposedly diversified portfolio not only depends on one stock, but one CEO.

Trump administration vows to speed deployments of counter-drone systems to address threats - Memo

ELI LILLY: FOUNDAYO SIGNIFICANTLY REDUCES APNEA-HYPOPNEA INDEX, IMPROVES WEIGHT AND CARDIOVASCULAR RISK FACTORS AT 52-WEEKS

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 hundreds of billions of dollars in market value, with the stock down about 7%. 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. More broadly, stocks are advancing, with the Dow gaining more than 600 points after last week's slide. 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. Write to Chelsey Dulaney at chelsey.dulaney@wsj.com 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).

@ScottJenningsKY: 【最新内容：Scott Jennings @ScottJenningsKY · 2026-11-09T14:37:34.000Z】 [转推] zerohedge reposted This man bragged about defecating in his own car so we should definitely take him seriously on achieving happiness & proper taxation rates. 【引用内容：Western Lensman @WesternLensman · 2026-11-09T13:52:12.000Z】 Scott Galloway likes the idea of an 80% top income tax rate. "I'm going to sound like a socialist here and I'm not." "If you get into that top tax bracket, 80%, you're not any less happy because you're making so much bank that your happiness has already peaked." The fact that

AMAZON SHARES RISE 5.5%, META GAINS 4.5%, ALPHABET CLIMBS 3.2%

Google Introduces TPU 8i Max and TPU 8tx, Expanding Eighth-Generation TPU Portfolio To Four Systems In Single Year - Blog. Alphabet Inc. GOOG : GOOGLE: INTRODUCES TPU 8I MAX & TPU 8TX, EXPANDING EIGHTH-GENERATION TPU PORTFOLIO TO FOUR SYSTEMS IN SINGLE YEAR - BLOG

Apple, $AAPL, saved $2.7 billion in taxes this year by routing up to $50 billion in profits through Singapore, according to filings reviewed by the Financial Times. That’s more than the $2.6 billion it saved through Ireland, long the center of Apple’s tax strategy.

【最新内容：LiveSquawk @LiveSquawk · 2026-11-09T14:36:21.000Z】 $LLY 【引用内容：CNBC @CNBC · 2026-11-09T14:35:52.000Z】 Eli Lilly’s Foundayo obesity pill eases sleep apnea in late-stage trial, paving way for approval https://cnbc.com/2026/11/09/eli-lilly-foundayo-sleep-apnea-trial.html?taid=6af1da48d0eea10001e9a1cd&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter…

Trump Unloads On 60 Minutes: AI CEO Jail Threat, Mass Exit Pardons, & Who Throttled Ukraine's Starlink [链接预览] Trump Unloads On 60 Minutes: AI CEO Jail Threat, Mass Exit Pardons, & Who Throttled Ukraine's...

US SHUTDOWN RISK RISES AS CONGRESS RETURNS Lawmakers face a December 11 funding deadline after Democrats’ midterm sweep, with negotiations complicated by the approaching transfer of power. Prediction markets now price a 38% chance of a government shutdown on December 12, up 5 points. Congress has just over a month to avert another funding crisis.

The 🇺🇸 stock market is back open again 👀 🟢🟢🟢🟢

Rocket Lab Earnings Loom: Here’s What Investors Need to Know. Rocket Lab Corporation RKLB shares are in the spotlight Monday, with earnings due today after the close, the Neutron timeline and the Iridium acquisition in focus, recent analyst activity and a technical setup showing a repair phase all drawing attention. Rocket Lab shares are advancing steadily. What’s pushing RKLB stock higher? Earnings Preview & History Rocket Lab is scheduled to report third-quarter earnings today, Nov. 9, after the market closes. Analysts estimate a loss of 7 cents per share along with revenue of $257.71 million. For the prior quarter, Rocket Lab reported a loss of 8 cents per share, versus the consensus estimate of a loss of 7 cents. The company also posted record revenue of $234.07 million, beating the consensus estimate of $231.35 million. Rocket Lab guided to third-quarter revenue of $250 million to $265 million. What to Watch : Neutron Schedule, M&A Progress and Cash Burn Investors will be closely tracking the Neutron rocket, whose first launch has slipped to 2027 after defects were found in a first-stage tank component, according to Cantor Fitzgerald, which expects the debut in the second quarter of 2027. Rocket Lab’s backlog will also be in focus, after it reached a record $2.36 billion at the end of the second quarter, up 137%, with more than $1 billion of new contracts signed early in the third quarter. The pending Iridium acquisition will draw attention too. Rocket Lab agreed in June to buy the satellite communications company for about $8 billion, including $27 a share in cash and Rocket Lab stock, with closing expected by mid-2027. Iridium’s stockholders approved the deal in September, and Rocket Lab has raised about $1.9 billion through an at-the-market share sale to fund it. Cash burn will be watched as well, with a GAAP operating loss of $57.5 million in the second quarter as Neutron spending continues. Space Systems made up about 81% of second-quarter revenue and doesn’t depend on Neutron, so its growth will be a focus. Analyst Consensus & Recent Actions The stock carries a Buy rating with an average price forecast of $103.23. Recent analyst moves include: Citizens : Market Outperform (Lowers Target to $90.00) (Oct. 16) TD Cowen : Buy (Maintains Target to $90.00) (Oct. 15) Keybanc : Overweight (Lowers Target to $100.00) (Oct. 15) Rocket Lab Trades 31.4% Below 200-Day Average as August Death Cross Lingers From a longer-term trend perspective, RKLB is still in a clear repair phase: at $53.71, the stock is trading 1.4% below its 20-day SMA ($54.87) and 13.5% below its 50-day SMA ($62.56). The bigger picture is heavier, with shares also trading 23.5% below the 100-day SMA ($70.68) and 31.4% below the 200-day SMA ($78.87), which keeps rallies vulnerable to selling pressure. The moving-average structure reinforces that bearish backdrop, with the 20-day SMA below the 50-day SMA and the 50-day SMA below the 200-day SMA (the death cross that formed in August). In practical terms, that setup often means rebounds tend to fade into overhead supply until price can reclaim at least the 50-day area and hold it. Momentum is also leaning cautious using MACD as the primary lens: MACD is below its signal line and the histogram is negative, which points to upside pressure cooling versus the prior upswing. For non-technical readers, MACD compares faster and slower trend signals—when it sits below the signal line, it typically suggests momentum is weakening unless buyers step back in. Key levels are fairly well-defined given where price sits in the range between the November 2025 low ($37.57) and the May high ($151.00). A push back toward the low $60s would start to matter more if it coincides with reclaiming the 50-day zone, while a slip toward the high $40s would test whether dip-buyers are still willing to defend recent floors. Key Resistance : $61.00 — a round-number area that lines up closely with the 50-day moving-average zone where rebounds can stall Key Support : $49.50 — a nearby floor that sits below current price and can act as the next "line in the sand" if selling returns Rocket Lab Shares Edge Higher RKLB Price Action : At the time of publication, Rocket Lab shares are trading 1.04% higher at $53.62, according to data from Benzinga Pro .

Wall St brokerages say AI selloff overdone, downplay Democrat regulation risks. Wall Street brokerages including Morgan Stanley and UBS called last week's rout in the AI trade overdone, arguing that the risks of extreme regulation of data center developments under a Democrat-controlled Congress are unlikely to play out. They instead pointed to Anthropic's (ANT.O) IPO and Nvidia's NVDA upcoming quarterly earnings as events likely to have a bigger impact on the AI trade. Nvidia is set to report earnings after the markets close on November 17 and is expected to report a more than 12% rise in data center revenue on a quarterly basis. Morgan Stanley said the selloff looked overdone and that the ultimate impact would be a push-out of some projects from 2028 to 2029, rather than a derailing of the capex story. "This has the potential to elongate the AI capex cycle, which has positives including: a smoother supply-demand rebalancing across the data center supply chain, improved credit outlook, and higher lease rates for compute," the analysts said in a note. The brokerage said it recommended "buying the drop" and remained positive on AI hyperscalers including Amazon.com AMZN , Meta Platforms META and Alphabet GOOG . It also said it saw opportunities in semiconductor firms Nvidia NVDA and Broadcom AVGO , data storage firms Seagate STX and Western Digital WDC and optical networking firms Coherent COHR and Lumentum LITE . Brokerage HSBC said in a note that it is using last week's correction to increase its exposure to equities again, leaning into tech stocks in the US and Asia. It views AI lab Anthropic's (ANT.O) IPO as the main catalyst in the coming weeks. Jefferies equity analyst Jane Gibbons viewed the November 5 selloff as "reactionary", rather than a fundamental reset, while UBS analysts said markets had become too negative on AI political risk, AI credit risks and AI spending. Gibbons wrote in a note that historically, daily S&P 500 CBOE:SPX declines of more than 4% have been followed by strong forward returns, with the S&P 500 up 11.9% over six months and up more than 20% over 12 months.

Russell Brand Sentenced To More Than 10 Years For Rape, Sexual Assault [链接预览] Russell Brand Sentenced To Nine Years In Prison For Rape

S&P 500 UP 61.60 POINTS, OR 0.84 %, AT 7,438.46 AFTER MARKET OPEN NASDAQ UP 212.78 POINTS, OR 0.87 PERCENT, AT 24,792.21 AFTER MARKET OPEN DOW JONES UP 551.29 POINTS, OR 1.07 PERCENT, AT 51,837.02 AFTER MARKET OPEN

FEDS Note: The Effect of Oil Prices on Core Inflation: Recent Evidence from the Advanced Economies [链接预览] federalreserve.gov The Effect of Oil Prices on Core Inflation: Recent Evidence from the Advanced Economies The Federal Reserve Board of Governors in Washington DC.

🔴 MOO IMBALANCE S&P 500: -10.1 MLN NASDAQ 100: -26.5 MLN DOW 30: -2.6 MLN MAG 7: -72.5 MLN $MACRO

@LauraEWeiss16: [转推] LiveSquawk reposted NEW: Sen. Chris Van Hollen is now open to a run against Senate Minority Leader Chuck Schumer Van Hollen has "received an outpouring of calls and is now in active listening mode," according to a person familiar w/ his thinking around leadership "The door is not shut," the person added Van Hollen is a leading progressive & has said he needs commitments from Schumer before agreeing to support him for another term as leader. The Maryland Democrat has also been eyeing a presidential run

Russell Brand Sentenced To Nine Years In Prison For Rape

RUSSIA’S PESKOV: RARE EARTH METALS WILL NOT BE DISCUSSED AT THE ABU DHABI TALKS

Kratos Awarded Contract To Deliver Fully Integrated Q/V/Ka-Band Gateway And Antenna Systems For Gulf Space Technology’s Software-Defined Satellite. Kratos Defense & Security Solutions, Inc. KTOS : KRATOS AWARDED CONTRACT TO DELIVER FULLY INTEGRATED Q/V/KA-BAND GATEWAY AND ANTENNA SYSTEMS FOR GULF SPACE TECHNOLOGY’S SOFTWARE-DEFINED SATELLITE

【最新内容：Nick Timiraos @NickTimiraos · 2026-11-09T14:26:45.000Z】 "With no post-pandemic dynamics (the black line), core inflation edges up only modestly, peaking near 2.2%. Allowing for stronger persistence (the red line) raises the path to a plateau of about 2.5%. Adding stronger pass-through from oil prices as well (the blue line) produces the highest and most front-loaded response: core inflation climbs to nearly 2.8% around mid-2027, roughly 0.6 pp above the path implied by pre-pandemic dynamics, before receding toward about 2.2% by the end of 2028." 【引用内容：FedResearch @FedResearch · 2026-11-09T14:10:06.000Z】 New #FEDSNote: The Effect of Oil Prices on Core Inflation: Recent Evidence from the Advanced Economies: https://federalreserve.gov/econres/notes/feds-notes/the-effect-of-oil-prices-on-core-inflation-recent-evidence-from-the-advanced-economies-20261109.html… 【回复上下文：Nick Timiraos @NickTimiraos · 2026-11-09T14:24:30.000Z】 Oil has fed more strongly into core inflation since the pandemic, according to this paper from Fed researchers. But has inflation’s behavior changed? Or have supply shocks become more frequent or persistent? The answer matters for how forcefully central banks should respond.

BRENT CRUDE OIL EXTENDS DECLINE TO 5%

Nvidia $NVDA just announced new planned investments in South Korean 🇰🇷 startups Nvidia said it just invested in Point2. Point2 builds radio-based connections that move data between chips and server racks in AI data centers, an alternative to copper and fiber-optic links. Nvidia also plans to invest in: - Motif Technologies: AI models for agents - RLWRLD: AI models that give robots human-like hand dexterity - Upstage: AI tools that pull information from business documents

Bitcoin is doing it's ABCs technically. What will the buyers and selllers do at the old support?

Brent Selloff Deepens After Worst Week Since COVID; US Gas Prices Poised To Break Below $4

US CPI Prep (November 10th) [链接预览] features.financialjuice.com US CPI Prep (November 10th) - FinancialJuice On Tuesday, November 10th, at 08:30 ET, the BLS releases the October CPI report. NOTE: No year-over-year figures will be published for October, as the 2025 government shutdown left the corresponding...

Federal Reserve Banks of Dallas and New York open a pilot survey of the private credit market on November 9th - Statement.

Bill Gates says governments should keep some jobs off-limits to AI. He’s proposed “Human Reserved” jobs, roles society keeps for people even when AI could do them, like childcare and jury service. In an extreme version, he said up to 40% of jobs could be reserved for humans at first, adding, “that’s as high as I can get.”

CoreWeave To Power Wayve's AI Driver Training In Multi-Year Agreement. CoreWeave, Inc. CRWV : COREWEAVE TO POWER WAYVE'S AI DRIVER TRAINING IN MULTI-YEAR AGREEMENT

AeroVironment (AVAV) Wins Approximately $315M Initial Award. AeroVironment announced a multiyear IDIQ contract with a $940M ceiling and an approximately $315M initial award for product deliveries and support. The release provides no prior-period comparison. Material Details # Detail AI Analyst View 1 Approximately $315M initial award The initial award is the near-term contract value; the release provides no prior-period comparison. 2 $940M multiyear IDIQ ceiling The ceiling is not guaranteed revenue; future orders may not exceed the initial award. 3 Award supports AV's AxS segment The contract supports product deliveries and support through the segment, but no margin or revenue timing is disclosed. Context by AI Analyst This is a concrete contract award, rather than a reported continuation of a quantified financial trend. Further funded orders under the IDIQ and disclosed delivery timing would show whether activity approaches the $940M ceiling. Based on the original press release from AeroVironment, Inc. distributed by BusinessWire.

AV Secures Approximately $315 Million Award Under $940 Million IDIQ Contract. AeroVironment, Inc. (“AV”) ( AVAV ) today announced a multiyear indefinite-delivery, indefinite-quantity (IDIQ) contract with a ceiling of $940 million with a U.S. customer, including an approximately $315 million initial award for product deliveries and support. The award is expected to support continued delivery of advanced capabilities through AV’s AxS segment, further advancing established product lines to meet complex customer requirements. “This award reflects the trust our customers place in AV to move advanced capabilities beyond development,” said Trace Stevenson, president of AxS at AV. “We are not preparing to manufacture at scale. We are doing it. We are delivering mission-ready capabilities against some of our customers’ most demanding requirements.” This press release has been reviewed and cleared for public release by the appropriate U.S. Government Security and Policy Review authority. No specific agency or program attribution is authorized due to operational security (OPSEC) guidelines. About AV AeroVironment (“AV”) ( AVAV ) is a defense technology leader delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities—built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future defining capabilities at speed, scale, and operational relevance. For more information, visit www.avinc.com. Safe Harbor Statement Certain statements in this press release, including statements regarding expected product deliveries and support under the initial award, AV’s performance under the IDIQ contract, and the potential receipt of future orders under the IDIQ contract, constitute “forward‑looking statements” as defined in the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations, forecasts, and assumptions that involve risks and uncertainties, which could cause actual results to differ materially. Factors that may cause such differences include, but are not limited to, our ability to perform under the IDIQ contract and other existing contracts and obtain new ones; the possibility that the IDIQ contract ceiling may not result in orders beyond the initial award; the timing, amount, and availability of funding for future orders; the customer’s right to modify or terminate the contract; supply chain disruptions; regulatory changes; competitor activities; market growth; product development challenges; and general economic conditions. For a more detailed discussion of these risks, please refer to AeroVironment’s filings with the Securities and Exchange Commission. We undertake no obligation to update forward‑looking statements as a result of new information or future events. View source version on businesswire.com: https://www.businesswire.com/news/home/20261109634954/en/

Advanced Micro Devices - 5Th Gen AMD EPYC Cpus Power Google Cloud TPU 8tx With Hardware-Enforced Confidential Computing. Advanced Micro Devices, Inc. AMD : ADVANCED MICRO DEVICES - 5TH GEN AMD EPYC CPUS POWER GOOGLE CLOUD TPU 8TX WITH HARDWARE-ENFORCED CONFIDENTIAL COMPUTING

Read: Nvidia CEO Jensen Huang's Email to Staff About His Affair — WSJ. By WSJ Staff "I owe my family and all of you an apology. I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry. Throughout my life, my family has given me love and support. They deserve my honesty and loyalty. Instead, I let them down and damaged the life we built together. I take full responsibility for what I did and the hurt I caused, and I accept the criticism that comes with it. To my wife and family: I love you. I know an apology cannot undo what I have done. I hope our family will heal and that, over time, I can earn back your trust. To my colleagues at NVIDIA, including those I have worked alongside for decades, and to our board, partners, and shareholders around the world: you deserve better from me. Leading NVIDIA is the privilege of my life. My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to NVIDIA and will work to earn back your confidence. Regarding the national security concerns raised in news reports, NVIDIA's Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully. I love our country and our company. I am committed to protecting NVIDIA and supporting America's national security. I am proud and grateful to be an American. My family bears no responsibility for my choices. I do. Please give them privacy. Jensen" 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).

Fitch Ratings: For Bitcoin-backed securities, the Binance hack reinforces the benefits of conservative collateral coverage and short liquidation periods.

STMicroelectronics Announces Status Of Common Share Repurchase Program. STMicroelectronics N.V. STMPA : STMICROELECTRONICS ANNOUNCES STATUS OF COMMON SHARE REPURCHASE PROGRAM

US EXPORTERS SELL 110,000 TONS OF CORN TO MEXICO

ASML Reports Transactions Under Its Current Share Buyback Program. ASML Holding N.V. ASML : ASML REPORTS TRANSACTIONS UNDER ITS CURRENT SHARE BUYBACK PROGRAM

Binance Hack Suggests Stronger Bitcoin Market Resilience to Stress - Fitch Ratings https://fitchratings.com/research/structured-finance/binance-hack-suggests-stronger-bitcoin-market-resilience-to-stress-09-11-2026…

Fitch Ratings: We believe the lower level of disruption in the bitcoin market is probably due to crypto trading market structures having become deeper and more diversified.

The Chinese Woman at the Center of a Spy Probe After an Affair With Jensen Huang — WSJ. By Stu Woo and Raffaele Huang SINGAPORE — Nearly two decades before her romance with Nvidia Chief Executive Jensen Huang collided with the U.S.-China technology cold war, Alice Huang was a television reporter for Chinese state media. She traded journalism for finance, working for Chinese financial companies and London-based HSBC, according to a 2016 social-media post by another former employer, a Shanghai investment fund. Then came the career move that would end up catching Washington's attention. Around early 2023, she officially moved to the company now called Megaspeed International — which the U.S. is investigating as a potential backdoor used to funnel America's most coveted artificial-intelligence chips to China. A central element of Washington's strategy for winning the AI race is restricting sales of Nvidia's advanced chips to China. Now, U.S. officials believe that Alice Huang was passing information to the Chinese government, prompting Nvidia to investigate whether Jensen Huang was the target of a foreign espionage operation. Alice Huang, who also goes by Huang Le, isn't related to the Nvidia CEO. China's foreign ministry spokesman said Monday that "the narrative about so-called Chinese spies is entirely based on groundless speculation — it's nothing more than slander and smearing." Spun out of a Chinese videogame company in 2023 and based in Singapore, Megaspeed advertises itself as a cloud provider of Nvidia hardware for the Asia-Pacific region. According to a November 2023 letter posted on its website, Megaspeed became a member of an Nvidia partnership program, a status that typically grants priority access to the latest chips. The company acts as a middleman in the global AI trade, connecting companies, led by Nvidia, that develop hardware to the companies that need computing power for AI. Chinese tech company Alibaba, a leading developer of AI models, was an early Megaspeed customer and remains a major one, according to people familiar with the matter. Megaspeed didn't respond to a request for comment, and efforts to reach Alice Huang were unsuccessful. In a statement posted on LinkedIn on Monday, Megaspeed said investigations by U.S. authorities and others found "no evidence of any violations concerning the illicit transfer of chips or any illegal activities." The company said it maintains "the highest standards of legal and ethical conduct." Megaspeed's website says it has several data centers in Southeast Asia and has provided advanced Nvidia AI chips including two popular models, the H100 and B200, both restricted for export to China. Singapore's corporate registry shows Alice Huang served as a director at Megaspeed from March 2023 to November 2023. She continued to act as a company leader after that, according to an employee and a business partner. She introduced herself to the business partner as Megaspeed's CEO as recently as August 2025. In early 2024, Alice represented Megaspeed and met Jensen during an annual Nvidia event in California, people familiar with the matter said. The two later met at Computex Taipei in June 2024. According to a photo posted on LinkedIn by NetThunder, an Nvidia business partner, they appeared at a party together along with senior executives from Gigabyte Technology, which develops and sells servers with Nvidia chips. In May 2025, during a visit to Taiwan, Alice was seen among a group of tech executives dining with Jensen at a local restaurant. Video footage and photos captured the two pecking each other on the cheek and getting into the same car when leaving. Megaspeed remains active. In late September, the company dispatched a team of business-development managers from China to attend an industry event in Singapore. Their goal was to finance AI data-center projects in China and Southeast Asia, including some involving Nvidia's leading-edge Blackwell chips, according to investors they approached. Alice Huang's current whereabouts aren't known, but two people in contact with her earlier this year said she was in China at the time. In late 2024, the Commerce Department began investigating whether Megaspeed was diverting Nvidia chips to China. That probe stalled, but the Justice Department is now investigating. Jensen Huang has long argued that the U.S. should loosen the rules that restrict sales of its chips to China. He has said this would continue Beijing's dependence on U.S. chips and help Nvidia bring in revenue that benefits Americans, rather than spurring China to become self-sufficient. But for now, the U.S. bans the export of Nvidia's most advanced AI chips to China. In response, markets have sprung up in which Chinese companies either acquire Nvidia chips smuggled into China or rent computing power outside China that uses Nvidia chips. Write to Stu Woo at Stu.Woo@wsj.com and Raffaele Huang at raffaele.huang@wsj.com

Fitch Ratings: The risk of Bitcoin market liquidity becoming constrained in response to crypto-specific shocks may have reduced as the market has matured.

Sky Quarry Signs LOI With E2 Lab Services To Collaborate On PR Spring Facility. Sky Quarry Inc SKYQ : SKY QUARRY SIGNS LOI WITH E2 LAB SERVICES TO COLLABORATE ON PR SPRING FACILITY SKY QUARRY - INITIAL ASSESSMENT AND EXECUTION PLAN TARGETED WITHIN 30 DAYS SKY QUARRY - E2 TO PROVIDE ENGINEERING AND OPERATIONAL SUPPORT FOR PR SPRING FACILITY SKY QUARRY - PR SPRING LEASES CONTAIN 184 MILLION BARRELS OF OIL SANDS; PLANNED CAPACITY 2,000 BARRELS/DAY SKY QUARRY - TO INTEGRATE PROPRIETARY EXTRACTION TECHNOLOGY AT PR SPRING FACILITY