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11/6
08:31
According to Deltaone, citing UBS estimates, 30% of the US data center capacity planned for new additions by 2028 may face risks.
According to Deltaone, UBS estimates that 30% of the new data center capacity planned in the U.S. for 2028 could face risks from construction halts. The post links this risk to the possibility of construction pauses following a Democratic victory in the midterm elections, and notes that AI infrastructure stocks declined over the same period, with CoreWeave falling 10% and Nebius dropping 15%. The 30% figure refers to the risk estimate for future planned capacity additions, rather than 30% of existing data centers currently halting construction or shutting down.
08:26
Nikkei index fell 6.2%
08:26
Samsung Electronics fell 9.98% from its previous close, currently trading at ₩181,400.
08:23
SK hynix fell 12.42% from its previous close, currently trading at ₩1,107,000.
08:21
Gold is poised for its biggest weekly gain since August, driven by the U.S. midterm elections weighing on the U.S. dollar and Treasury yields.
08:18
Analysts say that as a net energy exporter, Malaysia is attracting buyers into its government bonds to hedge against regional inflation.
08:18
Nikkei Index falls 20% from June high as AI sector sell-off intensifies
08:16
WuShuo relays Saylor's October 30 view: Bitcoin may usher in a 2- to 3-year bull market
According to WuBlockchain, Strategy founder Michael Saylor stated during the Q3 2026 earnings call on October 30 that he believes Bitcoin could experience a bull market lasting two to three years after enduring a bear market of approximately one year. He cited approximately $6.3 billion in Bitcoin ETF inflows during the third quarter as a signal supporting his view, and believes that institutional investment, digital credit, and bank lending could drive demand for Bitcoin. The above summarizes Saylor's views as reviewed in the report.
08:16
Nikkei 225 plummeted 5%
08:14
Donald Trump meets with Putin’s special envoy Dmitriev, stating that Russia and Ukraine will reach a major agreement involving all of Europe
US President Donald Trump met with Kirill Dmitriev, the special representative of Russian President Vladimir Putin, in the Oval Office at the White House. Following the meeting, Trump stated that Russia and Ukraine are very close to reaching an agreement, which will be a major pact involving the entire of Europe. On the same day, the White House hosted a diplomatic reception hosted by First Lady Melania Trump, attended by senior Russian and Ukrainian officials to solidify the interim ceasefire previously reached in Oleshky, Ukraine. Trump noted that he did not participate in the meeting with the Ukrainian delegation that day and did not disclose the details of his talks with Dmitriev.
08:07
Weighed down by the overnight plunge in U.S. stocks, the KOSPI opened down 8.8% and triggered a circuit breaker, while the Nikkei 225 fell below the 60,000 mark.
Weighed down by the overnight plunge in U.S. stocks, the KOSPI opened down 8.8%, triggering a circuit breaker, while the Nikkei 225 fell below the 60,000 mark. During the session, the KOSPI breached the 5,000 threshold and triggered a 20-minute trading halt, dragged down by steep drops of over 10% in both Samsung Electronics and SK Hynix. The Nikkei 225 fell below 60,000 for the first time since May, and the MSCI Asia Pacific Index dropped as much as 1.9% intraday.
08:07
Nikkei Asia: Percentage of Chinese listed companies setting net-zero targets rises to 28% in 2026
08:04
Japanese government bonds rebounded alongside U.S. Treasuries, with the benchmark 10-year yield falling 7 basis points to 2.685%.
Japanese government bonds rallied alongside US Treasuries, with the benchmark 10-year yield falling 7 basis points to 2.685%. US stocks faced a sell-off on Thursday, with the Nasdaq 100 posting its largest drop since 2020, triggering a cooling in global market risk appetite and boosting safe-haven demand, which in turn drove gains in both US Treasuries and Japanese government bonds.
08:04
US apparel retailer Levi Strauss: Bullish on the Chinese market, with plans to further increase investment and open new stores
US apparel retailer Levi Strauss: Bullish on the Chinese market, with plans to further increase investment and open new stores. Gianluca Flore, Executive Vice President and Chief Commercial Officer of the company, stated that despite many multinational companies facing challenges in China and closing stores, driven by robust growth from young consumers, the company plans to further expand investment and open new stores locally, remaining optimistic about the Chinese market and expecting it to account for a larger share of global operations in the future.
07:58
Donald Trump stated that the U.S. stock market experienced one of the worst trading days in history due to the election results.
07:56
Texas Governor-Elect Gina Hinojosa says state can have strong working relationship with Musk and his companies on its terms
07:56
Texas Governor-Elect Gina Hinojosa Calls to Pause Data Center Expansion Until Protection Measures Are in Place
07:56
Speaking in an interview with CNN, Texas Governor-elect Gina Hinojosa stated that opposition should not be directed at data centers themselves, but rather at their practice of profiting at the expense of Texans.
07:56
Nikkei average futures plunged 7% in early trading
07:47
South Korean chip stocks plunged 10% in pre-market trading, driven by the Democratic Party's landslide victory which heightened concerns over AI infrastructure.
07:33
OCBC reports slight third-quarter profit growth, weighed down by lower trading and insurance income
07:31
The Wall Street Journal: Major investors question whether Anthropic IPO can reach $1.5 trillion valuation
According to The Wall Street Journal, citing people familiar with the matter, major investors are growing increasingly skeptical about whether Anthropic's initial public offering (IPO) can achieve its expected $1.5 trillion valuation, following the cooling of AI-related investment trades and a sharp market downturn. The report stated that Anthropic has aimed for an IPO in the week prior to Thanksgiving, with previously anticipated fundraising of up to $100 billion and a potential valuation of around $1.5 trillion. These figures represent the listing plans and valuation expectations mentioned in the report, rather than completed financing or a final offering price.
07:26
US Treasury completed a $6 billion Treasury buyback on November 4th, and dealers pointed out that the single-security concentration was too high
The U.S. Treasury Department completed a $6 billion old-issue Treasury buyback operation on November 4, drawing $39.6 billion in bids. Official data show that one of the Treasuries maturing in November 2041 absorbed over 80% of the purchase volume, sparking concerns among Wall Street dealers regarding the operation's concentration.
07:19
Brazil Releases First List of Critical and Strategic Minerals, with Rare Earths and Copper at the Top
Brazil has unveiled its first list of critical and strategic minerals, with rare earths and copper topping the rankings. The country is implementing a new national policy aimed at attracting investment and expanding domestic resource processing to reduce Western reliance on Chinese resources.
07:18
Iraqi Foreign Minister Fuad Hussein warned that US-Iraq military confrontations could resume, stating that Iraq faces severe consequences if dragged into armed conflict.
Iraqi Foreign Minister Fuad Hussein warned in an interview that despite localized ceasefires, the likelihood of a resumption in US-Iran military confrontation is steadily rising. He cautioned that if pro-Iraqi armed groups become involved, Iraq could face severe consequences. He pointed out that the war has never truly ended, and the political movements of the US and Israel indicate that military operations could restart. Neither Iraqi security forces nor society are prepared for war, and if a new conflict erupts, the US military would not hesitate to target Iraq.
07:16
Anthony Pompliano accuses Anthropic's Claude personal finance feature of copying his startup
Anthony Pompliano has accused Anthropic's Claude personal finance feature of copying his startup, following Anthropic's launch of a private beta for US Pro, Max, and Ultra subscribers that analyzes spending across linked US accounts.
07:13
US extends suspension of export restrictions on Chinese firms to Jan. 10
07:13
Fatma Betul Sayan Kaya, former deputy chair of Turkey's ruling party, has been arrested in an investigation into investment fund manipulation.
07:12
U.S. President Donald Trump signed a proclamation designating the Oval Office of the White House as a national monument.
U.S. President Donald Trump has signed a proclamation officially designating the White House Oval Office, the Outer Oval Office, and the Cabinet Room as the Oval Office National Monument to ensure their historical preservation and management.
07:12
GRAM (Gram (prev. Toncoin)) price pulls back to $1.093, hitting a nearly 365-day low

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