Barclays Private Bank Chief Market Strategist Julien Lafargue said the semiconductor outlook holds despite risks involving Nvidia, according to Bloomberg. Lafargue joined Bloomberg's Anna Edwards and Tom Mackenzie on The Opening Trade as uncertainty over Nvidia's leadership roiled markets.

Hong Kong is advancing plans to introduce wholesale central bank digital currency (wCBDC) during after-hours derivatives trading, Financial Services and the Treasury Secretary Christopher Hui said at the opening of global trading firm IMC’s new Hong Kong office. According to Foresight News, Hui also said preparations for T+1 settlement in Hong Kong’s cash equity market are underway, and the city is working to support a wider range of indexes, index ETFs and derivatives.

JPMorgan strategists, including Nikolaos Panigirtzoglou, said strong inflows into equity ETFs showed retail investors remained bullish on stocks, providing support they considered crucial to stabilizing the recently battered AI trade. According to Sina Finance, citing the bank’s latest flows and liquidity report, ETFs tracking global equities received about $20 billion in average daily inflows last week, accelerating to $30 billion on Monday. Leveraged equity ETFs, driven mainly by retail investors, attracted nearly $5 billion on November 5 and 6, while inverse ETFs saw outflows of roughly the same amount. The report also said declining call-option buying could further strengthen the influence of retail flows. The strategists wrote that retail support was crucial to stabilizing the AI trade in November after October’s brutal performance and substantial hedge fund de-risking. If the market stabilizes in November, hedge funds may rebuild AI-related exposure from late November, helping drive a year-end rally.

According to ChainCatcher citing Seoul Economic Daily, British AI infrastructure company Nscale is pursuing at least two AI data centers in South Korea. The company established its local subsidiary, Nscale Service KR, in July 2026 to oversee investment, development, operations and management. Founded in 2024, Nscale procures its own GPUs and operates AI data centers. Its enterprise value is about $35 billion, and it is pursuing a U.S. listing. A project in Gumi, North Gyeongsang Province, was initially planned as a 300-megawatt facility built by a consortium, but the participants later opted to build separately. Nscale’s facility is undergoing permitting ahead of construction. The company is also assessing additional sites, including new builds, retrofits and leased data-center capacity. An anonymous industry source said Nscale has retrofitted operating facilities overseas to reduce capital costs and may propose similar arrangements to South Korean companies. CoreWeave is also advancing data-center plans in South Korea and last year appointed Kim Hyun-seok, formerly of Microsoft and SoftBank, to lead its local unit. An Amazon Web Services and SK Group AI data center in Ulsan is scheduled to begin operating next year, while Microsoft recently began construction on its third South Korean data center in Busan. Goldman Sachs estimates that regulation could affect about 45% of planned U.S. AI data-center expansion capacity following Democratic wins in U.S. state and local elections. On November 11, CoreWeave said it was expanding in Canada, Europe and Asia to diversify regulatory exposure. South Korea is developing regional electricity pricing and a dedicated rate for AI data centers.

The Financial Stability Board is preparing a consultation on collecting data about hedge funds’ leveraged bond bets, according to Bloomberg. Earlier efforts to improve transparency were frustrated by differing definitions and restrictions on cross-border information flows.

Michael Gross of SLR Capital Partners, Investcorp Capital CEO Sana Khater and Premji Invest CEO TK Kurien discussed private credit, secondaries and other alternative assets as slower exits and tighter financing reshape valuations at Bloomberg Invest Dubai 2026, according to Bloomberg.

According to the announcement from Binance, Binance Wallet will hold two LAB trading competitions on Binance Alpha, with eligible users ranked by their LAB purchase volume. The first promotion period runs from 2026-11-12 13:00 (UTC) to 2026-11-19 13:00 (UTC), and the second runs from 2026-11-19 13:00 (UTC) to 2026-11-26 13:00 (UTC). In each competition, the top 2,000 users by purchase volume will share 2,570,000 LAB tokens equally, receiving 1,285 LAB each. Only cumulative purchases count toward trading volume; sales, token bridging and third-party dApp transactions are excluded. Eligible trades must be made through Binance Wallet (Keyless) or Binance Alpha on Binance Wallet. Rankings will use effective trading volume, which applies an early-trading multiplier to daily volume: 2.0x on Days 1 and 2, 1.8x on Days 3 and 4, 1.5x on Day 5, 1.3x on Day 6 and 1.0x on Day 7. Users who had won rewards in fewer than three previous Binance Wallet Alpha trading competitions as of three days before the promotion starts may also receive a 1.2x Rising Trader Boost, subject to a volume cap. Rewards will be claimable in LAB and made available before 2026-12-10 13:00:00 (UTC). Winners must claim within 14 days after rewards become claimable.

Ethereum co-founder and MetaMask CEO Joseph Lubin expects demand for ETH to outstrip supply as financial institutions move onto Ethereum, and said no platform may come close to ETH’s monetary premium in perhaps 2 years. He made the remarks during an X debate with Arca CIO Jeff Dorman, according to BeInCrypto. Lubin said institutional firms and market infrastructure are already using Ethereum, with more expected, while competition for block space, staking, digital asset treasury purchases and ETH burned through network activity could tighten supply. Dorman questioned the token’s value and said the investment case remained unclear. Lubin also acknowledged that crypto has yet to see real mainstream usage, with many people holding ETH and Bitcoin speculatively. ETH has lost more than a third of its value over the past year and trades below half its all-time high from August 2025. A trader compared its current pullback of about 26% with a similar drop in mid-2025 and expected another rally. Lubin credited SEC Chair Paul Atkins and CFTC Chair Michael Selig with reducing regulatory uncertainty and pointed to MetaMask’s evolution into a self-custody financial super app.

Chainstack suffered an AI-powered attack that exposed customer names, emails and password hashes. The company has contained the breach and urged customers to update their passwords and credentials.

After Jensen Huang admitted to having an extramarital affair, Nvidia lost over $400 billion in revenue in two days, prompting the board to launch an independent investigation and bringing the risks associated with key figures to the forefront.

With the Hong Kong dollar stablecoin HKDAP integrated into Solana, Hong Kong's competitiveness in digital finance may be diluted if it only has the right to issue coins but lacks the underlying infrastructure.

Nima Momeni, the man convicted of murdering Cash App founder Bob Lee, is preparing to challenge the legal outcome of the case after receiving a sentence of 16 years to life in prison.

South Korea will allow crypto exchanges to freeze deposits and withdrawals when a hack is suspected, without waiting for confirmation, while introducing stricter security requirements. The FSC also wants all 28 registered crypto businesses to receive cybersecurity support from the Financial Security Institute, which is investigating a breach of its own systems.

A Singapore-based company that became Nvidia's largest AI chip buyer in Southeast Asia within three years is now at the center of questions over how Chinese companies continued accessing the US chipmaker's advanced computing hardware despite Washington's export restrictions.

MegaETH has invested $30 million in AI inference, attempting to make the AI ​​provided by different service providers verifiable, and then turn the AI ​​usage into tradable contracts.

PSB Bank has asked a Russian court to declare BitRiver founder Igor Runets bankrupt over unpaid debts of more than 770 million rubles (about $9.3 million), linked to a loan he guaranteed for a group subsidiary that defaulted. Runets is already in custody on tax evasion and fraud charges, and several BitRiver companies are facing bankruptcy proceedings of their own.

From MEXC to Binance and OKX, the United States is using law enforcement, investment, and dollar-denominated stablecoins to bring global cryptocurrency exchanges more deeply into its financial regulatory framework.

Jensen Huang has once again been exposed for having an extramarital affair with a direct subordinate. On Polymarket, the probability of his departure once surged to 88%. Analysts estimate that if he leaves, Nvidia's valuation may shrink by $1 trillion to $1.2 trillion.