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US 6-MONTH AWARDED HIGH ACTUAL 70.910% (FORECAST -, PREVIOUS 49.230%) $MACRO

US 3-MONTH AWARDED HIGH ACTUAL 79.030% (FORECAST -, PREVIOUS 64.280%) $MACRO

US 6-MONTH BILL HIGH YIELD ACTUAL 4.145% (FORECAST -, PREVIOUS 4.150%) $MACRO

US 6-MONTH BILL BID-TO-COVER ACTUAL 2.92 (FORECAST -, PREVIOUS 2.890) $MACRO

US 3-MONTH BILL HIGH YIELD ACTUAL 4.06% (FORECAST -, PREVIOUS 4.040%) $MACRO

US 3-MONTH BILL BID-TO-COVER ACTUAL 2.67 (FORECAST -, PREVIOUS 2.880) $MACRO

Morgan Stanley says buy the AI dip, sees $3.4 trillion in hyperscaler spending through 2028

Tesla Will Have to Refund Cybertruck Deposits, Musk Says — WSJ. By Patrick George Attention, would-be Tesla Cybertruck owners: if you want one, it might already be too late. Tesla CEO Elon Musk announced last week that the polarizing electric truck will cease production next year to make room for more Cybercab autonomous vehicles. But he added that Tesla will make the truck for another eight or nine months. Until then, Musk said the company is seeing demand for the trucks, but some deposit-holders will get a refund instead of an EV. "The Cybertruck order rate far exceeds our production rate," Musk said on X Monday. "We will try to make as many as possible before shutting down the line in about eight months, but will have to return deposits for a lot of people." The Cybertruck's actual sales numbers revealed a limited appeal. Tesla has sold about 73,000 Cybertrucks since the EV went on sale three years ago, or roughly as many F-Series trucks Ford sold in October. Musk denied that the Cybertruck isn't profitable. Instead, "the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production," he said. 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).

Stocks of crude oil in US SPR fell to 279.5 mln barrels last week, lowest since 1982.

GE Vernova Shares Rise On Continued Wind Energy Expansion to Germany. By Natalie Weger Shares of GE Vernova rose on Monday after the company said it will continue wind energy expansion into Germany. GE Vernova shares rose 6.9% to $827.71 on Monday. The stock is up 27% year to date. The Cambridge, Mass.-based energy company said it has signed an agreement with Stadtwerke Heidenheim AG to supply three of its wind turbines for the Schlotberg-Jüchsen wind farm in Germany. Full financial terms of the deal weren't disclosed. The order, which includes a 20-year long-term service agreement, marks the sixth project between the two companies utilizing GE Vernova wind turbines. The delivery of the turbines is set to begin in August 2027, with commissioning scheduled for December 2027. Write to Natalie Weger at natalie.weger@wsj.com.

Tesla CEO Elon Musk Cites High Cybertruck Demand Ahead of Halt. By Natalie Weger Tesla Chief Executive Elon Musk said the Cybertruck order rate far exceeds the production rate, following his decision last week to wind down production of the vehicle. Musk said in a post on X early Monday that the company will refund Cybertruck deposits for a lot of people and try to make as many Cybertrucks as possible before shutting down the line in about eight months. Musk said that the Cybertruck is not unprofitable, adding that he sees higher opportunity cost in Tesla's Cybercab. The development came after Musk on Friday said the company plans to wind down production of the Cybertruck at its Texas gigafactory next year. The stainless-steel pickup has faced weak demand, with 1,914 Cybertrucks registered in the U.S. in October, according to data from Motor Intelligence. The company also said Monday that its Robotaxi service would launch in San Antonio this week. Shares increased 5.9% to $379.64. Write to Natalie Weger at natalie.weger@wsj.com.

GOLDMAN SACHS CEO: STILL OPTIMISTIC THERE'LL BE SIGNIFICANT AMOUNT OF INVESTMENT IN DATA CENTRES, COMPUTE CAPACITY IN US - CNBC INTERVIEW

Goldman Sachs CEO Solomon: Optimistic there'll still be a significant amount of investment in data centers, compute capacity in the US - CNBC

Miller Swears "Absolute Loyalty" To Trump As Jeffries Says Fire Him "Like A Malignant Tumor"

GOLDMAN SACHS CEO SOLOMON SAYS OPTIMISTIC THERE'LL STILL BE SIGNIFICANT AMOUNT OF INVESTMENT IN DATA CENTERS, COMPUTE CAPACITY IN US- CNBC INTERVIEW

GERMANY ISSUES ULTIMATUM TO SECURE UKRAINE FUNDING – FT

China is willing to deepen economic, trade cooperation with Canada

Germany Issues Ultimatum To Secure Ukraine Funding – @FT [链接预览] Germany issues ultimatum to secure Ukraine funding

Kratos Defense Rises on THAICOM 10 Contract With Recent Earnings in Focus. Kratos Defense & Security Solutions, Inc. KTOS shares traded higher Monday after the company secured a contract to supply next-generation satellite ground infrastructure for THAICOM 10. The move also follows Kratos’ recent third-quarter results, which beat earnings and revenue estimates, along with a record backlog and higher 2026 revenue guidance. THAICOM 10 Contract Expands Kratos’ Space Systems Work Gulf Space Technology, formerly Thaicom, awarded Kratos a contract to deliver the first Q/V/Ka-band gateway antenna systems for its upcoming THAICOM 10 software-defined high-throughput satellite. Kratos said the gateway will support THAICOM 10’s ability to dynamically adjust capacity, coverage and services, while Q/V/Ka-band operations can deliver roughly two to three times more bandwidth than Ka-band systems. The contract covers antennas, RF equipment, fiber-optic transport, timing systems and related site infrastructure. Kratos will also integrate its Monitoring & Control system with the Satellite Operations Center it is developing for Gulf Space Technology, creating a unified space-to-ground platform. Backlog And Earnings Remain Key Investor Focus Kratos’ latest quarterly results add financial context to Monday’s contract-driven move. The company reported third-quarter 2026 results last week, with adjusted EPS of 24 cents topping the 20-cent estimate and revenue of $471.80 million edging past the $471.16 million estimate. Revenue rose 35.7% year over year, while bookings reached $1.04 billion and backlog hit a record $2.6 billion. Kratos also raised its 2026 revenue outlook to $1.78 billion to $1.81 billion from $1.75 billion to $1.81 billion and guided fourth-quarter revenue to $480 million to $510 million. For 2027, the company outlined an initial revenue outlook of $2.1 billion to $2.2 billion and adjusted EBITDA of $230 million to $240 million. Analysts Reset Targets Kratos carries a Buy consensus rating with an average price forecast of $80.89. Most recently, Guggenheim maintained a Buy rating on Nov. 9 and lowered its price target to $67 from $74. BTIG maintained a Buy rating on Nov. 6 and lowered its price target to $65 from $104. KeyBanc maintained an Overweight rating on Nov. 2, while cutting its price target to $75 from $130. The next estimated earnings report is scheduled for Feb. 22, 2027, with EPS estimated at 25 cents and revenue at $490.64 million. KTOS Technical Setup Remains Weak Kratos remains in a bearish technical setup, trading about 3% below its 20-day simple moving average (SMA), about 12% below its 50-day SMA and about 38% below its 200-day SMA. The relative strength index (RSI) stands at about 42, in neutral territory. MACD remains below its signal line, signaling continued bearish momentum. Key support sits at $36.50, while resistance is near $44.00. A hold above support could help stabilize the stock, while a break below may expose further downside. KTOS Price Action: Kratos Defense & Security shares were up 8.12% at $37.95 at the time of publication on Monday, according to Benzinga Pro data .

*ATTACK ON EAST-WEST PIPELINE CAUSES LIMITED FIRE: SPA

Nvidia Spy Scandal Widens: Feds' Megaspeed Probe Derailed After Nvidia Came Knocking [链接预览] "A Detonator Set Off Right On Cue": Why Washington Seized On The Jensen Huang Scandal To Draw Its...

Trump is expected to meet Qatar’s prime minister today to discuss an Iranian proposal: reopen the Strait of Hormuz in exchange for releasing $8 billion in frozen Iranian funds, per Israel Hayom. It comes a day after Rubio called Iran’s demands “simply unacceptable,” while Trump said it’s “highly unlikely” he’ll go back to war if talks keep progressing.

Fed bids for 6-Month bills total $5.5 bln

Fed bids for 3-Month bills total $6.4 bln

【最新内容：FinancialJuice @financialjuice · 2026-11-09T16:15:38.000Z】 Pipeline operations unaffected - SPA. 【引用内容：FinancialJuice @financialjuice · 2026-11-09T16:12:57.000Z】 Saudi Energy Ministry Source: East-West pipeline targeted in Medina region - State Media

Jensen Huang's Reported Affair With Suspected Chinese Spy Pushes Nvidia Stock to Most Oversold Level Since 2019. On Monday the stock market went one way and its biggest company went the other . Wall Street bought chipmakers, AI hardware and Big Tech. It sold Nvidia Corp. NVDA . Shares of the AI chip leader fell as much as about 7% early in the session and were down 3.9% at $179.41 by midmorning. Meanwhile, the SPDR S&P 500 ETF Trust (NYSE: SPY ) rose 1.9% and the Invesco S&P 500 Equal Weight ETF (NYSE: RSP ) added 1.6%. The selloff has nothing to do with chips or demand. It comes from the corner office. Over the weekend, CEO Jensen Huang admitted to an extramarital affair in an email to employees and apologized to his family, staff, board, partners and shareholders. The woman has reportedly been identified as Alice Huang , a former executive at Singapore-based Nvidia customer Megaspeed, whom U.S. intelligence officials reportedly suspect of passing information to Beijing. She is not related to the Nvidia CEO. On Sunday, Nvidia’s board opened an independent investigation led by a committee of independent directors with outside legal counsel. The board said it has “no reason to believe that either national security or NVIDIA secrets were compromised.” It also expressed confidence in Huang, who has agreed to cooperate fully. China’s Foreign Ministry rejected the espionage allegations on Monday as unsubstantiated. Nvidia Stock Has Broken Away From the Chip Trade The split is clearest inside the semiconductor sector. Advanced Micro Devices Inc. AMD rose 9.6% and Broadcom Inc. AVGO gained 7.9%. Taiwan Semiconductor Manufacturing Co. Ltd. TSM added 4.4%, and Marvell Technology Inc. MRVL climbed 9.2%. Even the VanEck Semiconductor ETF SMH rose 3.9%, though Nvidia is its largest holding. That combination is rare. Since SMH relaunched in late 2011, Nvidia has closed down 5% or more on a day the ETF closed higher only twice: May 8, 2015 and Aug. 11, 2017. Back then Nvidia carried little weight in the fund. Today it is the fund’s anchor, and the rest of the sector is still rising around it. The gap with the broader market is also unusually wide. Nvidia is trailing SPY by about 6 percentage points, which would be its widest closing gap since March 2025. On Jan. 27, 2025, China’s DeepSeek model knocked 17% off the stock, leaving it nearly 16 points behind SPY. The RSI Hasn’t Been This Low Since 2019 At Monday’s open, Nvidia’s 14-day relative strength index dropped to 24.9. Readings below 30 are considered oversold. By midmorning, with the stock off its lows, the RSI was about 27. Except for last Thursday’s 25.4, the stock hasn’t been this oversold since late May and early June 2019, when the RSI bottomed at 18.8 on June 3. Nvidia Corp. daily chart and 14-day relative strength index. Source: TradingView That episode also had a China angle. In May 2019, Washington raised tariffs on $200 billion of Chinese goods and put Huawei on the Entity List, and chip stocks fell across the board. This time Nvidia is falling on its own. The stock is down about 17% from its Oct. 28 close of $215.38. It is 25% below its record close of $239.24 on Oct. 6, about 4% lower for the year and near its lowest close since early April. Wall Street Has Not Walked Away Some on Wall Street are standing by the stock. RBC Capital Markets kept its Outperform rating and $330 price target on Monday, which implies more than 80% upside from current levels. Others are more cautious about calling a bottom across AI-related names. “There’s a danger that it may be a little bit premature to load up and ‘buy the dip,'” Trade Nation senior market analyst David Morrison said in an emailed note Monday. For now the market has split the AI trade from the company that led it. Investors are keeping the chips. They are pricing in a risk around the CEO. The board’s findings will decide whether that gap closes or turns into a longer discount on Nvidia’s leadership.

S&P 500 UP 2%, NASDAQ UP 2.39%, DOW UP 1.7%

Honda To Invest $3B In New Vehicle Assembly Plant In Ohio – @CNBC [链接预览] Honda to invest $3 billion in new vehicle assembly plant in Ohio

#OOTT | Saudi East-West Pipeline Targeted In Medina Region Nov 9; Limited Fire Extinguished With No Injuries Or Impact On Operations – SPA https://spa.gov.sa/ar/N2722231?type=news&uuid=N2722231…

Saudi Energy Ministry Source: East-West pipeline targeted in Medina region - State Media

NY Fed October survey shows 1, 3 and 5 year inflation expectations unchanged

NY Fed consumer survey inflation expectations: 1Yr inflation 3.91%, exp. 3.8%, last 3.9% 3Yr inflation 3.29%, last 3.25% 5Yr inflation 3.00%, last 3.00%

US OFFICIAL: HONDA TO SPEND $3 BLN ON NEW HYBRID VEHICLE FACTORY IN OHIO

Saudi East-West Pipeline Targeted In Medina Region Nov 9 – SPA https://spa.gov.sa/ar/N2722231?type=news&uuid=N2722231…

US Commerce Department investigation into Megaspeed was halted after Nvidia intervention- New York Times. -- Source link: https://tinyurl.com/hntfw8p2 -- Note: Reuters has not verified this story and does not vouch for its accuracy

FRANCE’S BARROT ON CYBER CAMPAIGN ON FRIDGES SAYS IRAN REVOLUTIONARY GUARD BEHIND ATTACK FRENCH FOREIGN MINISTER BARROT: THERE WILL BE EU SANCTIONS AGAINST IRAN FRANCE’S BARROT : THERE WILL BE CONSEQUENCES ON IRAN

French Foreign Minister Barrot: There will be EU sanctions against Iran.

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

French Foreign Minister Barrot on Iran Fridge attacks: There will be consequences for Iran as a result of this.

France’s Barrot: Iran Revolutionary Guard are behind this cyberattack on the fridges. The Iranian Ambassador had been summoned to the Foreign Ministry.

Chip CDS Flips Wider Than Hyperscalers As Goldman Warns "The Index Is Hiding The Damage"

NVIDIA INTERVENTION PRECEDED HALT OF US CHIP SMUGGLING PROBE A US Commerce Department investigation into suspected Nvidia ($NVDA ) chip smuggling to China was halted and transferred to the Justice Department after Nvidia's legal team contacted investigators, according to The New York Times. Nvidia's general counsel reportedly cited authorization from a senior Commerce official, raising concerns among investigators about potential interference. The case involves Megaspeed, whose former executive has been accused by US officials of links to Chinese intelligence.

CoreWeave Is Maintained at Buy by Rosenblatt. Ratings actions from Benzinga: https://www.benzinga.com/quote/CRWV/analyst-ratings

【最新内容：zerohedge @zerohedge · 2026-11-09T16:06:39.000Z】 *US TRANSFERRED PROBE FROM COMMERCE TO DOJ: NYT 【引用内容：zerohedge @zerohedge · 2026-11-09T16:04:34.000Z】 *US PROBE OF MEGASPEED WAS HALTED AFTER NVIDIA INTERVENED: NYT

US chip inquiry was halted after Nvidia intervention - NYT. $NVDA [链接预览] Commerce Dept. Chip Inquiry Was Halted After Nvidia Intervention

*US PROBE OF MEGASPEED WAS HALTED AFTER NVIDIA INTERVENED: NYT

【最新内容：Evan @StockMKTNewz · 2026-11-09T16:04:54.000Z】 Rental rates for Nvidia's $NVDA B200 AI GPUs are reportedly up 74% over the last 3 months 【引用内容：Liquid @liquidtrading · 2026-11-09T15:49:19.000Z】 JUST IN: Rental rates for Nvidia’s ($NVDA) B200 GPUs hit a fresh high, up 74% in the past three months, according to Ornn, a GPU rental marketplace that tracks prices.

*US PROBE OF MEGASPEED WAS HALTED AFTER NVIDIA INTERVENED: NYT

US probe of Megaspeed was halted after Nvidia intervened - NYT. $NVDA

🔴 US chip inquiry was halted after Nvidia intervention - NYT. $NVDA