According to ChainCatcher, Solana Foundation Technical Vice President Jacob Creech responded to controversy over changes to the Solana Foundation Delegation Program (SFDP). The revisions set a 12-month participation limit, automatically graduate validators once they reach 300,000 SOL in stake, cap the program at 100 validators, and require participants to operate their own validator nodes. Creech said the program was initially designed to help new validators get started, build a healthy testnet, and allow some validators to test network upgrades early. As the Solana ecosystem and validator community have matured, the foundation aims to shift to a more proactive and flexible delegation model focused on network health and ecosystem contributors. The SFDP will continue supporting new validators, while the foundation may delegate outside the program to validators making important contributions, including those who tested Frankendancer early. Creech said reducing the number of validators is not the goal, though the count could fall if the foundation cannot find enough high-quality contributors. More than 100 validators have applied to continue receiving support, he said.

Solana Foundation Vice President of Technology Jacob Creech said the foundation’s next phase will focus on improving network health and rewarding ecosystem contributors. According to Foresight News, recent changes to the Solana Foundation Delegation Program (SFDP) sparked community debate, including a 12-month participation limit, automatic graduation at 300,000 SOL, a cap of 100 validators, and a requirement that participants run their own validators. The program was created to guide new validators, maintain a healthy testnet, and let validators test changes in advance; Creech said these goals have largely been achieved.

According to Jin10, Russell Investments senior investment strategist BeiChen Lin said in a report that even a slight upside surprise in October U.S. CPI could make a Federal Reserve rate hike in December a foregone conclusion. After a strong jobs report and other signs of economic resilience, the Fed will have little patience for inflation. Beyond the headline inflation data, another key focus will be how broad inflationary pressures are, which will play a key role in determining the path of future monetary policy. Mortgage rates remain high, weighing on the housing market and helping curb some inflationary pressure.

Nvidia and CEO Jensen Huang were sued in a shareholder class action five minutes after the U.S. market closed on the 9th, with the plaintiffs accusing them of defrauding shareholders. According to Sina Finance, citing CCTV Finance, Nvidia's board announced on the 8th that it would launch an independent investigation into allegations concerning matters personally linked to Huang. On the 9th, Nvidia shares fell 4.27% to close at $178.67, and its market capitalization shrank by about $193 billion, equivalent to approximately 1.2882 trillion yuan. Huang's future at the company became a market focus amid the controversy. Before the scandal, Nvidia shares had already fallen nearly 20% over the past month as concerns about AI-company valuations grew and AI stocks faced broad selling. Analysts say Huang's departure would pose a major succession challenge. The 63-year-old is Nvidia's central pillar and fifth-largest shareholder, with an approximately 3.58% stake, according to FactSet. Analysts say the company has no mature succession plan and is unprepared for a large-scale leadership transition.

Suzuki Motor said on November 10 that it lowered its pretax profit forecast for the fiscal year ending March 2027 from 720 billion yen to 690 billion yen, 5.6% below the previous fiscal year. According to Sina Finance, higher raw-material costs are expected to offset gains from vehicle sales growth; Suzuki's Tokyo-listed shares fell 3.4% to 2,219.5 yen as of 13:31 (UTC+8). The company kept its full-year operating profit and net profit forecasts unchanged at 540 billion yen and 420 billion yen, respectively, down 13.3% and 4.4% year over year. It raised its full-year global vehicle sales forecast to 3.7 million, 122,000 above its previous forecast and up 11.5% year over year, mainly on stronger demand in India. In the first half of the fiscal year, through the end of September, revenue rose 19.4% year over year to 3.42 trillion yen, operating profit increased 5.5% to 291.6 billion yen, and net profit attributable to parent company shareholders rose 31.6% to 253.7 billion yen. Suzuki said profitability improved across regions in the first half, partly offsetting the impact of higher raw-material costs.

Swiss sensor maker LEM Holding reported that operating profit for the first half of fiscal 2026/27 more than doubled to CHF 25.7 million from CHF 11.4 million a year earlier, driven by data center-related demand. According to Sina Finance, revenue for the six months ended September rose 17.7% year over year to CHF 174.6 million, while net profit increased to CHF 19.2 million from CHF 6.8 million. New orders rose 34.4% to CHF 201.7 million, with an order-to-billing ratio of 1.16. Automation revenue grew 25.8% at constant exchange rates, supported by demand for drive equipment used in data center cooling and ventilation systems. Revenue from energy distribution and high-precision businesses increased 70.2%, mainly on broader demand for data center applications. Gross margin improved to 40.4% from 39.6%, reflecting better pricing management and operating efficiency. LEM expects full-year fiscal 2026/27 revenue of CHF 310 million to CHF 330 million, implying second-half revenue of about CHF 135.4 million to CHF 155.4 million, below the first half's CHF 174.6 million. It expects a full-year operating margin of 10% to 15% and cited supply-chain constraints, raw material availability, and geopolitical conditions as key uncertainties. Free cash flow rose to CHF 19.9 million from CHF 5.6 million a year earlier. Net financial debt fell to CHF 44.6 million from CHF 59.8 million at the end of March. LEM maintained its medium-term targets of annual revenue growth of 4% to 7% at constant exchange rates and an operating margin of 10% to 15%.

如果地缘风险缓和、利率预期改善，风险偏好逐渐恢复，加密市场也有机会获得新的支撑。

Anthropic,算力,Claude,LLM,AI Agent,IPO前夜 Anthropic再亮两张“王牌” 金色财经,1000个AI智能体，30小时攻克费马大定理。

SEC,美股,代币化股票,纽交所,沉默即同意：美股代币化的艰难之路 金色财经,为何美国企业界不愿任由第三方将自家股票代币化。

North Korean hackers behind the $6.3 billion Binance theft created six worthless meme coins and used them to move about $430,000 of stolen funds, making the money look like normal trading profit. Blockchain firm Elliptic traced the activity, which follows the same method used after last year's Bybit hack.

Claude Fable 5.2与Claude Mythos 5.2震撼发布。在基准测试中，它几乎超越了所有模型，在智能编码、科学研究、网络安全、计算机使用上全面领先。

在新一轮旗舰模型谁先发的竞赛中，Anthropic率先出招了。今天凌晨Anthropic一口气发布两款顶级模型，Fable 5.2、Mythos 5.2登场。

Anthropic仍决定顶住市场压力推进IPO，最快本周二开启路演，目标是让其股票在下周四或周五开始交易。但在经历了AI公司股票的暴跌后，一些主要投资者现在希望目标估值更低。

桥水基金创始人Ray Dalio发文表示，美国中期选举结果并不会改变美国议员所要面对的现实困境，并不会改变财富与权力博弈背后固有的运行逻辑。

目前，黄仁勋出轨对象身份并未确认，但此前《纽约时报》《金融时报》等媒体将相关女性指向新加坡算力企业Megaspeed前高管Alice Huang。

特朗普与卡塔尔首相会谈后释放美伊停战信号，称冲突正出现结束势头，但同时强调美军随时可以采取行动，三艘航母严阵以待。伊朗则坚持七项条件，呼吁美方停止编造新闻。