新闻信息流

Trump defends Pentagon Chief Hegseth against impeachment efforts: He won two wars.

【最新内容：Evan @StockMKTNewz · 2026-11-09T20:21:56.000Z】 China’s 🇨🇳 “National Team” is reportedly buying stocks again This past October, eleven China-listed ETFs each took in more than $1 billion in inflows, for a total of $44.15 billion, according to Bloomberg data. "The National Team is a group of government-linked investors, including pension funds, sovereign wealth funds, and state-owned investment houses, that has historically stepped in to stabilize China’s stock market during periods of stress." according to my sponsors at KraneShares below 【引用内容：KraneShares @KraneShares · 2026-11-09T13:00:00.000Z】 China’s “National Team” appears to be buying stocks again. The National Team is a group of government-linked investors, including pension funds, sovereign wealth funds, and state-owned investment houses, that has historically stepped in to stabilize China’s stock market during

TRUMP DEFENDS PENTAGON CHIEF HEGSETH AGAINST IMPEACHMENT EFFORTS, SAYS 'HE WON TWO WARS'

Trump after talks with the Gatari leader: Qatar would rather see a peaceful solution with Iran, but the US is ready for strikes if necessary

Trump: Saudi Arabia would also prefer a peaceful solution to the Iran conflict.

TRUMP TELLS REUTERS AFTER TALKS WITH QATARI LEADER THAT QATAR WOULD RATHER SEE A PEACEFUL SOLUTION WITH IRAN BUT THE US IS- READY FOR STRIKES IF NECESSARY TRUMP SAYS SAUDI ARABIA WOULD ALSO PREFER A PEACEFUL SOLUTION TO IRAN CONFLICT

US OCTOBER CPI REPORT TO OMIT ANNUAL INFLATION FIGURES The Bureau of Labor Statistics will exclude year-over-year headline and core CPI figures from Tuesday's October inflation report. Missing October 2025 price data from last year's government shutdown prevents reliable annual comparisons. Annual real earnings growth will also be unavailable. Monthly inflation figures will still be released. Economists expect headline CPI to rise 0.3% MoM and core CPI to increase 0.2% MoM.

These Former Bitcoin Miners Embraced AI. Was That the Right Move? — Barrons.com. By Mariapaula Gonzalez Pivoting to data centers may have seemed natural for former Bitcoin miners looking to swap crypto volatility for long-term power and compute leases. But with real payoffs still years out, post-midterm political shifts have raised a critical question: Is now the time to double down? It is no secret that Wall Street has liked the setup. In August, Morgan Stanley analyst Stephen Byrd pointed out these former miners held a rare advantage: locked-in electricity. As tech giants scoured the country for electricity to fuel their artificial-intelligence ambitions, miners were ready to ride out any broader tech selloff as a potential safe haven. Now, that initial euphoria has been met with a new political reality. Following an election cycle that handed Democrats control of Congress and intensified scrutiny on the AI buildout, Needham analyst John Todaro and his team think that miners face a couple of conditions before they can actually cash in, according to the firm's note from Monday. At the very top of the list sits Texas, the focal point for power allocations and permits. Todaro pointed out that around five gigawatts of capacity across major operators like Iren and Hut 8 are waiting on critical regulatory decisions on Dec. 10 and Dec. 17. The analysts questioned, however, whether Governor-elect Gina Hinojosa could delay these dates to introduce new rules. Environmental approvals pose another obstacle. While most developers have secured stormwater permits, obtaining local air-quality clearances for backup diesel generators continues to be an issue. Texas won't be the only headache, Todaro acknowledged. Permit delays and local bans have also risen in Ohio, Georgia, North Carolina, and Pennsylvania, raising the risk of data-center moratoriums. Several operators, including MARA, Core Scientific, and CleanSpark, have significant power capacity tied up in these states awaiting signed tenant deals or final permits. Debt financing decisions have also mounted. Companies like Applied Digital, Riot Platforms, and TeraWulf are expected to finalize debt financing deals between late 2026 and early 2027 to fund construction. Todaro noted that sustaining business momentum requires consistent commitments from tech giants. Riot Platforms broke what he called an industrywide dry spell by signing a major lease valued at over $28 billion last week. While Todaro said the deal shows compelling returns, analysts want to see similar contracts across the sector to confirm pricing durability. Recent earnings have shown early traction. TeraWulf posted third-quarter revenue for its high-performance computing lease of $62.9 million, driving its shares up nearly 13% on Nov. 6. The same day, Iren surged 20% after reporting its quarterly AI revenue soared 182% from the fiscal fourth quarter, boosting investor confidence in the payoff of the data-center buildout. Write to Mariapaula Gonzalez at mariapaula.gonzalez@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.

SPOT GOLD EXTENDS GAINS, UP 2% TO $4,146.22/OZ

Leaked Photo: Susie Wiles Accused Of Banning MAHA Activists From White House

Freedom Broker downgrades Qualcomm to Hold from Buy, lowers price target to $185 from $200. Freedom Broker downgraded Qualcomm to Hold from Buy and lowered its price target to $185 from $200, a 7.5% decrease. The price target implies an upside of 11.8% from the Nov 6 close of $165.41. Recent analyst actions on Qualcomm Date Firm Action Rating Price target Nov 5 UBS Maintains Neutral $180 Nov 5 JP Morgan Maintains Neutral $200 Nov 5 TD Cowen Maintains Buy $185 Nov 5 Rosenblatt Maintains Buy $205 Nov 5 Barclays Maintains Underweight $150 Across the five most recent analyst notes published on Qualcomm over the past 30 days, price targets range from $150 to $205. Explore more price target data and ratings for Qualcomm on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Economists expect growth in the core CPI to have moderated in October to around 0.22%, though the full range of estimates is broad enough to round down to 0.1% or round up to 0.3%. Due to the government shutdown in Oct 2025, there's no tidy year-earlier figure.

@themarketear: [转推] zerohedge reposted Semis: From Capitulation To FOMO In 48 Hours [链接预览] Wall Street Puked Semis... Now Comes The Chase

【最新内容：Evan @StockMKTNewz · 2026-11-09T20:08:38.000Z】 Public marketing for the Anthropic $ANT IPO is reportedly expected to begin tomorrow 【引用内容：Liquid @liquidtrading · 2026-11-09T20:02:44.000Z】 JUST IN: Anthropic to launch marketing of IPO on Tuesday, November 10th. Traders on Liquid are currently pricing a $1.7T debut fully-diluted market cap.

NVIDIA'S CEO HUANG IS SCHEDULED TO ATTEND SEMAFOR’S SILICON VALLEY & THE WORLD - SOURCE

US Treasury Investor Flows [链接预览] financialjuice.com US Treasury Investor Flows Foreign investors buy $6.182B in 7-year notes due 10/31/2033 vs. $4.090B the prior month Investment funds buy $32.871B in 7-year notes due 10/31/2033 vs. $32.312B prior month Foreign investors buy...

Nvidia CEO Huang Scheduled To Attend Semafor’s Silicon Valley & The World – RTRS Source

Nvidia's CEO Huang is scheduled to attend Semafor’s Silicon Valley & The World - Source. $NVDA

Freedom Broker maintains Fastly at Buy, lowers price target to $35 from $37. Freedom Broker maintained Fastly at Buy and lowered its price target to $35 from $37, a 5.4% decrease. The price target implies an upside of 120.8% from the Nov 6 close of $15.85. Recent analyst actions on Fastly Date Firm Action Rating Price target Nov 6 Citigroup Maintains Neutral $25 Nov 5 RBC Capital Maintains Sector Perform $19 Nov 5 Piper Sandler Reiterates Neutral $24 Nov 5 Evercore ISI Group Maintains Outperform $24 Across the four most recent analyst notes published on Fastly over the past 30 days, price targets range from $19 to $25. Explore more price target data and ratings for Fastly on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Wow. Someone put millions on $NVDA. They traded NVDA $110C 1/19/29 at 3,000 contracts bought for $25.19M premium at $83.97. All ask-side, futures floor print, with volume 3,004 vs OI 130. Deep ITM, long-dated call. Unusual.

*ANTHROPIC TO LAUNCH MARKETING OF NASDAQ IPO TUES.: IFR

JENSEN HUANG IS SCHEDULED TO ATTEND SEMAFOR’S SILICON VALLEY & THE WORLD, SOURCE SAYS

【最新内容：First Squawk @FirstSquawk · 2026-11-09T20:02:44.000Z】 INVESTMENT FUNDS BOUGHT $32.871 BLN OF THE 7-YEAR NOTE DUE 10/31/2033 VERSUS $32.312 BLN THE PRIOR MONTH, WITH FOREIGN INVESTORS BUYING $6.182 BLN VERSUS $4.090 BLN 【回复上下文：First Squawk @FirstSquawk · 2026-11-09T20:02:43.000Z】 U.S. TREASURY INVESTOR FLOWS SHOW INVESTMENT FUNDS IN THE LATEST BIWEEKLY REPORTING PERIOD BOUGHT $50.475 BLN OF THE 2-YEAR NOTE DUE 10/31/2028 VERSUS $49.423 BLN THE PRIOR MONTH, WHILE FOREIGN INVESTORS BOUGHT $6.955 BLN VERSUS $8.241 BLN 【回复上下文：First Squawk @FirstSquawk · 2026-11-09T20:02:43.000Z】 INVESTMENT FUNDS BOUGHT $52.491 BLN OF THE 5-YEAR NOTE DUE 10/31/2031 VERSUS $49.224 BLN THE PRIOR MONTH, WITH FOREIGN INVESTORS BUYING $8.308 BLN VERSUS $7.370 BLN

@OpenAIDevs: [转推] OpenAI reposted You can now connect multiple local computers to the same dot and choose which one it uses for a task. It can build and test your app on a dedicated machine while you keep coding on your laptop.

Oil Pukes On Report IAEA Inspectors May Return To Iran [链接预览] Brent Selloff Deepens After Worst Week Since COVID; US Gas Prices Poised To Break Below $4

Plenty Of Exposure, Zero Conviction: Goldman's Traders Dissect All The Latest Hedge Fund Positioning And Flows [链接预览] Plenty Of Exposure, Zero Conviction: Goldman's Traders Dissect All The Latest Hedge Fund Position...

Anthropic to launch marketing of NASDAQ IPO on Tuesday - IFR.

Diplomat: Trump and Qatar's PM talks were positive - Axios.

@AnthropicAI Set To Launch Nasdaq IPO Roadshow Tuesday Morning – IFR [链接预览] Anthropic to launch Nasdaq IPO Tuesday morning | IFR

AL ARABIYA SOURCES SAY THAT UNDER THE PROPOSED FRAMEWORK, THE STRAIT OF HORMUZ WILL BE OPENED AND THE NAVAL BLOCKADE LIFTED IMMEDIATELY, AND THAT THE U.S. WILL RELEASE IRANIAN ASSETS WORTH BETWEEN $6 BLN AND $9 BLN IF AN AGREEMENT IS REACHED

ANTHROPIC SET TO LAUNCH NASDAQ IPO ROADSHOW TUESDAY MORNING - IFR

@BarakRavid: 【最新内容：Barak Ravid @BarakRavid · 2026-11-09T19:55:36.000Z】 [转推] LiveSquawk reposted A Diplomat briefed on the meetings between Trump and Vance and the prime minister of Qatar said they were "positive" and discussed ways to progress talks with Iran 【引用内容：Barak Ravid @BarakRavid · 2026-11-09T18:17:12.000Z】 The meeting between President Trump and the Prime Minister of Qatar that took place around noon lasted around 45 minutes and focused on the negotiations with Iran, per source familiar

Anthropic Set To Launch Nasdaq IPO Roadshow Tuesday Morning – IFR [链接预览] Anthropic to launch Nasdaq IPO Tuesday morning | IFR

SpaceX plans $24 billion gas power plant, data center project in Texas. SpaceX SPCX is planning a roughly $24 billion gas-fired power plant and super-compute facility in Starbase, Texas, according to a public hearing notice. The rockets-to-AI company's request comes as opposition to data centers grows, with voters rejecting them in 40 of 41 local ballot measures and Democrats, some of whom had campaigned on pausing new projects, taking control of the US Congress and the Texas governor's office in the midterm elections. The filing shows SpaceX, which bought Elon Musk's AI lab xAI earlier this year, has applied for a property tax abatement for the project. The Starbase City Commission will consider the abatement, plus a related economic development agreement, at a public meeting on December 9. The notice describes $24 billion as the estimated capital investment for the project's initial phases. It said the work may be done in multiple phases and could include future expansions. SpaceX would construct, own and operate the facilities. The project would be among the largest private investments in the Rio Grande Valley. Building its own power plant could let SpaceX skip a years-long wait to plug a project into Texas' main power grid. The notice did not say how large the abatement would be or how long it would last. It also gave no details on the plant's generating capacity or the scale of the computing operation. SpaceX affiliate Lone Star Mineral Development has filed plans for an 8-mile natural gas pipeline to Starbase, called Starpipe, that is scheduled for service by January 2027. It will feed a planned plant to turn the gas into liquid methane for Starship rockets, according to filings Reuters reviewed in June. The company last month reported a 161% jump in revenue and a ninefold increase in AI revenue for its third quarter. The company has been renting out computing capacity to Google, Anthropic and others. Bloomberg News first reported on the development.

$NVDA has fallen ~18% in just two weeks It has lost $940 BILLION in market value. It's down another ~5% today while the rest of big tech rallies.

FAA Announces America's First Digital Air Traffic Control Towers Are Online

@JenniferShutt: [转推] LiveSquawk reposted Schumer, Jeffries release joint statement outlining the issues they're likely to focus on when the next session of Congress begins in January.

【最新内容：First Squawk @FirstSquawk · 2026-11-09T19:48:21.000Z】 THE JOB CUTS HIGHLIGHT THE CHALLENGES FACING BOEING’S TURNAROUND, WITH ITS 737 MAX PRODUCTION INCREASE PUSHED INTO 2027 AND YEAR-END DELIVERY TARGETS FOR THE 737 AND 787 DREAMLINER SET TO BE MISSED. SHARES HAVE FALLEN 21% THIS YEAR. 【回复上下文：First Squawk @FirstSquawk · 2026-11-09T19:48:20.000Z】 BOEING WILL CUT 5% OF ITS COMMERCIAL AIRPLANE WORKFORCE THROUGH ATTRITION AND VOLUNTARY LAYOFFS, WITH EMPLOYEE NOTIFICATIONS BEGINNING NEXT MONTH. THE MOVE FOLLOWS DELAYS IN PRODUCTION RAMP-UPS, AS THE COMPANY SEEKS TO GIVE FACTORIES AND SUPPLIERS MORE TIME TO STABILISE OUTPUT.

Parag Parikh Flexi Cap adds Netflix, exits Meta: What changed in its October portfolio? Check latest stock picks. New Delhi, Nov. 9 -- Parag Parikh Flexi Cap Fund made notable changes to its domestic and international stock portfolios in October 2026, adding Netflix as a new investment, exiting Meta Platforms and reducing its exposure to Microsoft. The fund also increased its holdings in several Indian companies, including DLF, Maruti Suzuki, Mahindra & Mahindra, Indus Towers and Petronet LNG. The changes are significant for investors tracking one of India's largest actively managed flexi-cap mutual funds. The fund's October portfolio also offers a snapshot of its investment strategy. Large-cap stocks accounted for 67.22% of its domestic equity allocation, while mid-cap and small-cap stocks made up 8.43% and 5.50%, respectively. Netflix was the fund's biggest new addition. It accounted for 3.06% of the fund's assets under management (AUM) at the end of October. Among Indian stocks, DLF saw the largest increase in allocation, with its weight rising by 0.88 percentage points compared with September. The fund also raised its exposure to Maruti Suzuki by 0.29 percentage points and Mahindra & Mahindra by 0.25 percentage points. Indus Towers and Petronet LNG saw their allocations increase by 0.24 and 0.21 percentage points, respectively. Other additions included Mahanagar Gas, Coal India, Indraprastha Gas and EID Parry. The fund completely exited Meta Platforms, which had accounted for 2.80% of AUM in the October portfolio-change disclosure. It also reduced its Microsoft holding, with the reduction equivalent to 1.05% of AUM. The October portfolio statement confirms that the fund's Microsoft holding fell from approximately 7.33 lakh shares in September to 4.21 lakh shares in October. Meta no longer featured in its portfolio. Despite the changes, the fund's largest investments remained concentrated in established Indian companies, particularly banks, technology companies and large businesses. Its top 10 holdings as of October 31, 2026, were: These 10 stocks accounted for approximately 50.49% of the fund's net assets. The fund's total AUM stood at approximately Rs.1.47 lakh crore at the end of October. The fund's long-term rolling returns have remained above its benchmark, the Nifty 500 TRI, across the three-, five- and 10-year periods. The direct plan delivered average annualised rolling returns of 19.01% over three years, 19.04% over five years and 18.87% over 10 years. These are average rolling returns, not point-to-point returns. Rolling returns measure performance across multiple overlapping investment periods and can offer a broader picture of consistency. However, investors should also note that the fund's lump-sum one-year return was negative as of October 30, 2026. The direct plan returned -5.48%, while the regular plan returned -6.06%. Both were ahead of the Nifty 500 TRI's -6.83% return over the same period. The October portfolio shows that PPFAS Flexi Cap Fund is maintaining a predominantly large-cap domestic equity allocation while making selective changes to its Indian and overseas stock bets. Its addition of Netflix and exit from Meta are particularly notable international portfolio changes. However, investors should not treat monthly portfolio additions as automatic buy signals. Stock selection, valuation, investment horizon and risk tolerance remain important when evaluating a mutual fund.

BRENT CRUDE FUTURES PLUNGE 5.85% TO $92.57/BBL, DOWN $5.75

SPOT SILVER ROSE 3% TO $53.40/OZ

*SUPREME COURT ALLOWS TRUMP BORDER WALL CONSTRUCTION IN BIG BEND

THE U.S. SUPREME COURT HAS LIFTED A JUDICIAL DECISION THAT BLOCKED THE TRUMP ADMINISTRATION FROM BUILDING BORDER BARRIERS IN BIG BEND NATIONAL PARK IN TEXAS

SPOT SILVER RISES 3% TO $53.40/OZ

Brent Crude futures settle at $92.57/bbl, down $5.75, 5.85%.

*SUPREME COURT ALLOWS TRUMP BORDER WALL CONSTRUCTION IN BIG BEND

【最新内容：LiveSquawk @LiveSquawk · 2026-11-09T19:43:39.000Z】 Sources Say US Will Release $6B-$9B In Iranian Assets Upon Reaching Agreement - Al Arabiya - Proposed Framework Would Open Strait Of Hormuz And Lift Naval Blockade Immediately 【回复上下文：LiveSquawk @LiveSquawk · 2026-11-09T19:40:16.000Z】 #OOTT | Sources Say Qatari-Pakistani Proposal Revives Serious US-Iran Talks - Al Arabiya - Sources Say Arrangements Underway To Discuss IAEA Inspectors' Return To Iran - US Allows Uranium Enrichment Up To 3.67% In Iran, Tehran Agrees - A Preliminary Agreement On Reducing Iranian Uranium Enrichment Is Likely

Stock markets hit fresh highs on Iran headlines

Al Arabiya sources: Under the proposed framework, the Strait of Hormuz will be opened and the naval blockade lifted immediately.

US-IRAN NUCLEAR TALKS REPORTEDLY REVIVED Al Arabiya sources say a Qatari-Pakistani proposal has revived serious US-Iran negotiations. Washington has reportedly agreed to allow uranium enrichment in Iran up to 3.67%, with Tehran accepting. Discussions are also being arranged for the return of IAEA inspectors, while a preliminary agreement to reduce Iranian uranium enrichment is considered likely.