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

PepsiCo Is Cutting Around 1,000 Jobs Across North America – @WSJ [链接预览] PepsiCo Is Cutting Around 1,000 Jobs Across North America

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 CEO 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 today's U.S. markets, where all three major indexes are rallying more than 2%. 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. A 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. Today, 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).

🇫🇷 FRANCE SET TO AVOID RECESSION AS BUSINESS ACTIVITY RECOVERS The Bank of France expects the eurozone's second-largest economy to return to moderate growth in Q4, following a 0.1% contraction in Q3, potentially avoiding a technical recession. A survey of 8,500 companies showed improving industrial and services activity in October, with further manufacturing acceleration expected in November. Aerospace, defence and data-center investment remain key growth drivers, while construction continues to struggle.

Anthropic unveils new Fable and Mythos AI models ahead of IPO

Flash Heard: Why Nvidia's Internal Investigation Might Not Reveal Much — WSJ. By Jonathan Weil Even if Nvidia's self-directed investigation gets to the bottom of the Jensen Huang scandal, investors might not get much new information about it from the company. Whether Nvidia's investigation uncovers new facts, it may be restricted from telling the public what it knows. U.S. securities rules bar companies from including classified information in their disclosure filings, and much of the subject matter by its nature is classified. Nvidia's board Sunday said it is "initiating an independent investigation in light of recent reporting" that Huang "has been the target of a foreign intelligence effort." Huang apologized in a message to employees and said he was unfaithful to his wife. The woman at the center of the scandal, Alice Huang (no relation), was once a top executive at Megaspeed International, based in Singapore, and is suspected of working for Chinese intelligence. One point the board could clear up is why the company initially mischaracterized the CEO's relationship with Huang. Before the weekend's pivot, Jensen Huang and Nvidia said the relationship was normal and not unusual. Now the board needs to explain whether management withheld key facts from its own communications team or knowingly let the company issue inaccurate statements. So-called independent corporate investigations tend to follow a predictable path. The board forms a committee that hires an outside law firm to investigate. Only rarely are the complete findings disclosed publicly. The law firm is paid by the company itself. Nvidia didn't say who may lead the probe. In its statement Sunday, the board said "a committee of independent directors, assisted by outside independent counsel, will oversee the investigation." Even that requires parsing. In its latest proxy, Nvidia identified nine of its 10 board members as independent directors. The only one deemed not independent: Jensen Huang. Independent investigations aren't the same as transparency. 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).

Bank of France: The economy is going to grow moderately in 4Q.

Bank of France: Great uncertainty on growth assessment.

@AnthropicAI: 【最新内容：Anthropic @AnthropicAI · 2026-11-09T19:00:21.000Z】 Claude Fable 5.2 and Claude Mythos 5.2 are available now: 【引用内容：Claude @claudeai · 2026-11-09T18:57:59.000Z】 Introducing Claude Fable 5.2 and Claude Mythos 5.2, designed to tackle the most daunting technical challenges. They’re capable collaborators on ambitious projects in many fields, and show improvements in areas like coding, reasoning, and vision.

Anthropic Launches Claude Fable 5.2, Mythos 5.2 [链接预览] Introducing Claude Fable 5.2 and Claude Mythos 5.2

@claudeai: 【最新内容：Claude @claudeai · 2026-11-09T18:58:05.000Z】 Claude Fable 5.2 is available today on all paid plans, on the Claude Platform, and on all major cloud platforms. It’s $8 per million input tokens and $40 per million output tokens, down from $10 and $50. Read more: [链接预览] Introducing Claude Fable 5.2 and Claude Mythos 5.2 【回复上下文：Claude @claudeai · 2026-11-09T18:57:59.000Z】 Introducing Claude Fable 5.2 and Claude Mythos 5.2, designed to tackle the most daunting technical challenges. They’re capable collaborators on ambitious projects in many fields, and show improvements in areas like coding, reasoning, and vision. 【回复上下文：Claude @claudeai · 2026-11-09T18:58:05.000Z】 Fable and Mythos are the same underlying model. Fable has strong safeguards to guard against misuse. Organizations pursuing beneficial applications in cybersecurity or biomedical research can apply for Mythos through our Life Sciences and Cyber Verification Programs.

BREAKING: Defense Secretary Pete Hegseth announced a rare press conference to discuss an expected impeachment resolution in Congress, per AP

Jensen Huang Net Worth Takes a Hit: Nvidia CEO Loses Two Spots Among Top 10 Billionaires. Nvidia Corp. ‘s NVDA stock is falling on Monday following news that the board of directors is investigating an affair between CEO Jensen Huang and a suspected Chinese spy. Huang, with his near-4 % stake in Nvidia stock, saw his net worth plummet about $9.7 billion to about $152.5 billion, according to Forbes. This is a 6% decline from the previous day and the largest dollar decline on Monday. Huang is listed as the 10th richest person in the world. The billionaire fell two places in the top 10, behind Warren Buffett ($161.1 billion) and Larry Ellison ($158.4 billion). The Nvidia co-founder briefly fell out of the top 10 after Nvidia stock fell around 7%. Amancio Ortega briefly surpassed him before Huang rejoined the list. Over the last month, Nvidia stock has fallen by around 22.6%, taking Huang’s net worth down around $45.1 billion. In a letter to Nvidia employees, Huang apologized to his family and the company. "I take full responsibility for what I did and the hurt I caused, and I accept the criticism that comes with it," Huang said. Huang said he hopes to earn back the trust of his family and employees. "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." Huang: A Top 10 Regular Huang’s net worth soared earlier this year as Nvidia shares hit all-time highs last month. His net worth neared $200 billion and he was ranked seventh among the world’s richest people. In 2025, Huang finished the year ranked ninth richest in the world with a net worth of $154 billion. Last year, Huang gained $40.1 billion in net worth as Nvidia stock increased. Huang finished 2024 ranked as the world’s 12th-richest person. Now a regular among the top 10 richest people in the world, the gains in Nvidia stock in recent years have helped make Huang one of the wealthiest people worldwide. The impact of the affair will take time to figure out, as Nvidia stock could continue to face pressure in the near term and Huang could ultimately be fired or step down from the company he helped co-found back in 1993.

【最新内容：Evan @StockMKTNewz · 2026-11-09T18:54:13.000Z】 TWO EX-GOLDMAN EMPLOYEES JUST RAISED $1M FROM Y COMBINATOR AND AFORE TO BUILD AN AI AGENT THAT TRADES FOR YOU Volaren says it plugs into your brokerage accounts to explain why your portfolio moved, suggest what to do next, and make trades for you. 【引用内容：Martin Pestana @martin_pestana_ · 2026-11-09T16:59:53.000Z】 We raised $1M from YC & Afore to leave Goldman Sachs & build an agent that trades for you. The top 1% gets a “money guy.” Today we’re introducing Volaren so you can have one too. Volaren is designed to plug into your brokerage accounts and explain why your portfolio moved,

CANADA FINANCE MINISTER CHAMPAGNE: DISCUSSED BANKING LICENSES WITH CHINA DELEGATION

Boeing To Cut Thousands Of Workers As Slower Factory Ramp Leaves It "Overstaffed"

Record Directs Save Ugly 3Y Auction, As Slide In Foreign Demand Leads To Biggest Tail Since May

JENSEN HUANG HAS BEEN REMOVED FROM THE ELEVENLABS CONFERENCE SPEAKER LIST - BUSINESS INSIDER

LITHUANIAN OFFICIAL: TESTING COULD DELAY RUSSIAN GRAIN EXPORTS THROUGH THE COUNTRY BY MONTHS

Some Say Nvidia Chief's Affair Won't Affect Stock in the Long Run — WSJ. By Krystal Hur Some on Wall Street are sticking with Nvidia CEO Jensen Huang after the chipmaker's board said it is probing whether he was the target of a foreign espionage effort after he had an affair with a tech executive. Nvidia shares fell 5.3% on Monday, but some say they're looking past the selloff. "Limited impact on Nvidia by the Huang honeytrap story," wrote Giuseppe Sette, co-founder of Reflexivity, an investment analysis firm. "It is a well-known issue within all AI Labs that their employees are targets of such operations." Dan Ives, a partner at Yorkville Ives who has frequently called Huang the "godfather of AI," on Monday reiterated the firm's "outperform" rating and $300-a-share price target for Nvidia. Though the investigation could hurt the stock short-term, Huang will likely stay on as CEO, Ives said. "Jensen is the core DNA of Nvidia and its AI success and ambitions are heavily tied to him staying on as CEO. Jensen is not replaceable," Ives, a well-known tech superbull, wrote. Yorkville Ives is a merchant bank created in partnership between the longtime tech analyst and Yorkville Securities, an arm of a firm that has been a key financial backer of Trump Media. 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).

NVIDIA'S JENSEN HUANG NO LONGER SET TO ATTEND MONDAY ANTHROPIC CEO FORUM - BUSINESS INSIDER.

FED'S BARKIN SAYS IT WOULD BE AN ADVANTAGE IF EACH FED POLICY MEETING WERE SET TO INCLUDE TWO FULL MONTHS OF ECONOMIC DATA

BARKIN SAYS THE LAST JOB REPORT WAS HEALTHY BUT HE STILL SEES FIRMS IN A LOW-HIRE, LOW-FIRE ENVIRONMENT, AND THAT HE DOES NOT THINK BALLOT MEASURES APPROVED IN RECENT ELECTIONS WILL IMPEDE DATA CENTER EXPANSION, AS FIRMS WILL FIND SOMEWHERE TO BUILD

FED’S BARKIN SAYS THE CURRENT POLICY RATE IS LIKELY AROUND OR SLIGHTLY BELOW NEUTRAL AND THAT HE HAS NO BASE CASE FOR THE DECEMBER MEETING, ADDING THAT IT IS HARD TO KNOW THE IMPACT OF THE ELECTIONS ON THE ECONOMY

Is The War Premium Gone For Good? Goldman's Commodity Desk Says Oil Options Haven't Got The Memo

Why Is IonQ Stock Surging Monday. IonQ Inc. IONQ stock rose Monday, extending its post-earnings rally after the quantum computing company announced a new government distribution partnership. The gains followed strong third-quarter results and an improved revenue forecast last week . IonQ and Carahsoft Technology Corp. announced a strategic agreement Monday naming Carahsoft as IonQ’s public sector distributor. The partnership will allow government agencies to purchase IonQ’s quantum technology through Carahsoft’s reseller network and government contracts . IonQ Expands Government Reach The agreement aims to simplify government purchases and expand access to quantum computing, networking, sensing and security technologies. The companies also highlighted growing federal interest in quantum technology, citing Executive Order 14413 and national security priorities. Under the agreement, Carahsoft will handle procurement, pricing, contract access, sales and distribution. Additionally, it will work with resellers and federal systems integrators to meet government agency requirements. The partnership could help IonQ reach more public sector customers as demand for advanced quantum technologies grows. Strong Earnings Fuel Momentum The announcement follows IonQ’s strong third-quarter performance, which included triple-digit revenue growth and a higher full-year revenue forecast. Third-quarter revenue surged 336% year over year to $173.83 million, beating analysts’ estimate of $141.63 million. Meanwhile, IonQ reported an adjusted loss of 29 cents per share, narrower than the expected loss of 38 cents, according to Benzinga Pro . Growth reflected global deployments of IonQ Tempo quantum computers, shipments of quantum sensing and space-based solutions, and the completion of its SkyWater acquisition. IonQ also raised its 2026 revenue forecast to $505 million-$515 million from $450 million-$460 million. Analysts had expected $455.17 million. Furthermore, the company expects quantum computing revenue to increase 110% year over year in 2026 . IONQ Price Action: IonQ shares were up 9.35% at $35.67 at the time of publication on Monday, according to Benzinga Pro data .

Rocket Lab Stock Rebounds Into Earnings: Q3 Still Needs to Deliver. Rocket Lab Corp. RKLB heads into its third-quarter report after the closing bell Monday on a sharp rebound. Shares have climbed more than 25% over the past two sessions, a run kicked off when the stock jumped 15% Friday and continued through early Monday afternoon. The rally still leaves shares far below the 52-week high of $151 set May 27, and momentum alone will not close the gap. CEO Peter Beck needs to give investors a reason to stay. RKLB stock is climbing ahead of earnings. Get all the details here. Neutron Stays in Focus The largest overhang remains Neutron, the medium-lift reusable rocket at the center of Rocket Lab’s growth plans. The company pushed the first launch several times, most recently into October 2027. A firmer launch target or concrete testing milestones would go a long way tonight. Margins and the Iridium Effect Rocket Lab’s own forecast points to thinner profitability. In August, management guided to third-quarter revenue of $250 million to $265 million, GAAP gross margins of 29% to 31% and an adjusted EBITDA loss of $17 million to $23 million. One quarter earlier, GAAP gross margin guidance stood at 33% to 35%. The share count has also grown. First-quarter guidance assumed 605 million basic weighted average shares, compared with 641 million for the third quarter. Much of the increase traces back to Rocket Lab’s roughly $8 billion cash-and-stock deal for Iridium Communications Inc. IRDM . The company raised about $1.94 billion by issuing 29.3 million shares to fund the purchase, which remains on track for a mid-2027 close. Analysts will likely press management on balancing Neutron spending with the Iridium cash payment. Defense Work Anchors the Business National security contracts have become a pillar of the company. Rocket Lab holds a Space Development Agency missile-tracking satellite contract worth about $816 million, lifting its total awards from the agency above $1.3 billion. In July, the Space Force’s Space Systems Command awarded it a $266 million firm-fixed-price contract for 12 suborbital launches. Last week’s midterms added uncertainty. Democrats won control of both the House and Senate, and Congress controls defense appropriations. Beck’s read on contract demand will draw close attention on the earnings call. Still Tied to SpaceX Rocket Lab’s swings have closely tracked Space Exploration Technologies Corp. SPCX , and the irony stings. Cantor Fitzgerald has called Rocket Lab the premier alternative to SpaceX , yet the stock moves in lockstep with its larger rival. Until Neutron flies, Rocket Lab cannot compete for many larger missions. What Could Keep the Rally Going A firm Neutron target would top Rocket Lab investors’ wish lists. Guidance showing margins have bottomed, confidence in the defense pipeline and a clean Iridium update would help too. Without them, the two-day rally could fade as quickly as it arrived. RKLB Price Action: Rocket Lab shares were up 9.78% at $58.26 at the time of publication Monday, according to Benzinga Pro data.

Stocks rally even as Nvidia falls, oil drops. By Caroline Valetkevitch and Dhara Ranasinghe Major stock indexes were gaining sharply on Monday even as Nvidia's NVDA shares fell, while oil prices extended recent losses after US President Donald Trump said he is unlikely to order fresh attacks on Iran. Nvidia shares fell more than 5% after news of an internal investigation into whether CEO Jensen Huang had been targeted by a foreign intelligence effort put his future at the AI chipmaker — the second-most valuable company in the world — under scrutiny. Weighing on oil prices were comments by Trump on Sunday that he was highly unlikely to order fresh attacks on Iran as long as talks to end the war progressed, even though both countries reported that shipping had been hit in or near the Strait of Hormuz. Efforts to end the Iran war have gathered pace following last week's US midterm elections in which Democrats won control of Congress. The Nasdaq .IXIC, S&P 500 .SPX and Dow DJI were more than 2% higher each. AI and technology-related shares rose after a selloff last week tied to the US midterm elections and worries about increased AI and data center regulation. "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. Earnings reports due this week from tech companies including CoreWeave CRWV , Applied Materials AMAT and Cisco Systems CSCO are set to put the profitability of AI ambitions to the test amid the massive costs of the build-out. CoreWeave has become a barometer of investor anxiety over AI, and the cost of insuring its debt has spiked into distressed territory recently. The Dow Jones Industrial Average DJI rose 1,092.95 points, or 2.13%, to 52,378.20, the S&P 500 CBOE:SPX rose 173.01 points, or 2.34%, to 7,549.79 and the Nasdaq Composite IXIC rose 651.06 points, or 2.65%, to 25,230.65. MSCI's gauge of stocks across the globe EURONEXT:IACWI rose 23.81 points, or 2.19%, to 1,109.29. The pan-European STOXX 600 SXXP index rose 1.26%. In Europe, banks advanced as dealmaking involving Credit Agricole and Banco BPM and strong results from Italy's UniCredit lifted the sector. OIL EASES, US YIELDS MIXED Elevated oil prices sparked by the Iran war have weighed on economies across the globe this year. US crude CL1! fell 3.63% to $87.53 a barrel and Brent BRN1! fell to $93.50 per barrel, down 4.9% on the day. US Treasury yields were mixed as traders weighed recent volatility in stock markets, which has boosted demand for safe-haven bonds, against expectations that the Federal Reserve will keep raising interest rates next month. The yield on benchmark US 10-year notes US10Y was up 1.69 basis points at 4.876%. US consumer price data is due on Tuesday, with bets for a December Fed rate hike rising after Friday's blowout jobs report showed US employers added 165,000 jobs last month. Traders price in a roughly 80% chance of a quarter-point Fed rate hike in December. The dollar eased. The euro EURUSD was up 0.53% at $1.1203. Against the Japanese yen USDJPY , the dollar weakened 0.27% to 158.03.

BREAKING: The US Commerce Dept was approving sales of Nvidia, $NVDA, chips to companies in China which either did not exist, were on the sanctions list, and/or had ties to China's military, per NYT

NZDUSD buyers are starting to take back control after reaching the lowest level since April 2025

【最新内容：zerohedge @zerohedge · 2026-11-09T18:28:09.000Z】 Event Snapshot 【引用内容：zerohedge @zerohedge · 2026-11-09T17:55:26.000Z】 Key Events This Week: CPI, PPI, Fed Speakers Galore And The End Of Earnings Season https://zerohedge.com/markets/key-events-week-cpi-ppi-fed-speakers-galore-and-end-earnings-season…

HUANG DROPS OUT OF AI EVENTS. EXIT ODDS AT 44%. Nvidia CEO Jensen Huang has disappeared from Anthropic and ElevenLabs event lineups following disclosures of an affair and a board investigation. Prediction markets now price a 44% chance Huang leaves Nvidia before 2028. Nvidia maintains he will remain CEO.

@AmichaiStein1: [转推] LiveSquawk reposted 🚨 Russian military transport aircraft carrying a senior delegation led by the head of Russia’s military intelligence agency landed at Ben Gurion Airport on Saturday evening in an unusual visit to Israel, 2 sources of Knowledge told the @Jerusalem_Post 🚨 The delegation, which met senior Israeli defence officials, was headed by Admiral Igor Kostyukov, chief of the Main Directorate of the General Staff of the Russian Armed Forces, commonly known as the GRU, Russia’s military intelligence agency. 🚨 The purpose of the visit and the subjects discussed during the delegation’s meetings in Israel remain unclear, but the unusual landing of a Russian military aircraft in Israel comes amid heightened regional tensions and ongoing uncertainty over the possibility of renewed military confrontation between the US, Israel and Iran. On Monday, the Russian aircraft and the delegation departed Israel and headed to Abu Dhabi, United Arab Emirates, where they will participate in the Russian-Ukrainian negotiations under US mediation scheduled for November 10–11.

@sindap: [转推] zerohedge reposted FT NYC shares building with Anthropic where anti-IPO protestors have seized lobby:

Nvidia's Jensen Huang no longer set to attend Monday Anthropic CEO forum - Business Insider. $NVDA [链接预览] Nvidia CEO Jensen Huang disappears from ElevenLabs conference lineup after affair admission

Fed's Barkin: Jobs report was 'healthy' but firms still see low-hire, low-fire economy

Nvidia's Jensen Huang no longer set to attend Monday Anthropic CEO forum - Business Insider. $NVDA

NASDAQ 100 EXTENDS GAINS; LAST UP 3%

Saudi-led coalition: Destroyed factory used by Yemen's Houthis to make ballistic missile components.

$NVDA - NVIDIA'S JENSEN HUANG IS NO LONGER SET TO ATTEND A MONDAY ANTHROPIC CEO FORUM - BUSINESS INSIDER

Nvidia's Jensen Huang Is No Longer Set To Attend A Monday Anthropic CEO Forum - Business Insider. NVIDIA'S JENSEN HUANG IS NO LONGER SET TO ATTEND A MONDAY ANTHROPIC CEO FORUM - BUSINESS INSIDER

Oklo Is Maintained at Buy by Canaccord Genuity. Ratings actions from Benzinga: https://www.benzinga.com/quote/OKLO/analyst-ratings (18:22 GMT) Oklo Price Target Cut to $66.00/Share From $100.00 by Canaccord Genuity Ratings actions from Benzinga: https://www.benzinga.com/quote/OKLO/analyst-ratings

@alekhbariyaBRK: [转推] LiveSquawk reposted The Coalition: We continue to weaken and dismantle the terrorist Houthi militia’s ballistic missile network.

Fed's Barkin: I do not think ballot measures approved in recent elections will impede data center expansion, firms will find somewhere to build.

Fed's Barkin: Last job report was healthy, but still see firms in low-hire, low-fire environment.

CoreWeave Seen Reporting Wider 3Q Loss as Investors Worry About AI Financing — Earnings Preview. By Elias Schisgall CoreWeave is set to report its third-quarter financial results after the market closes on Tuesday. Here's what you need to know. LOSS: The Nvidia-backed cloud computing company is expected to report a loss of $700.3 million, or $1.54 a share, according to analysts polled by FactSet. That compares with a loss of $110.1 million, or 22 cents a share, a year earlier. REVENUE: Analysts expect revenue to grow to $3.54 billion from $1.36 billion a year prior. Shares were recently up 5.4% at $48.92. The stock is down 32% this year. WHAT TO WATCH: CoreWeave shares have been hammered in recent weeks, with shares down 40% over the past month as investors worry about the returns on AI infrastructure investments and, after last week's elections, the prospect of a slowdown in data center construction. CoreWeave, which is among the more highly leveraged companies in the AI trade, also saw its 2032 bonds trade as low as 74.75 cents on the dollar in the days after the midterms with widening spreads. As a result, Morgan Stanley analysts wrote in a recent note, investors will be looking for clarity about the company's financing needs and roadmap heading into the third-quarter print, especially as capital markets become more selective about which data center projects they are willing to fund or underwrite. "Greater visibility into deployment strategy and financing needs would likely be well received thereby supporting a positive T+1 move," the analysts wrote. While reiterating last quarter's guidance would be well received, they add, "given the market focus on financing, we believe clarity here will be the most important share price driver." Write to Elias Schisgall at elias.schisgall@wsj.com

Fed's Barkin: Would an advantage if each fed policy meeting were set to include two full months of economy data

Fed's Barkin: Current policy rate likely around or slightly below neutral

Fed's Barkin: Hard to know impact of elections on the economy

🔴 Fed's Barkin: No base case for December meeting