An AI-stock selloff gave Berkshire Hathaway its biggest lead over the S&P 500 since 2010. Berkshire beat the index by 19.2 percentage points in the month to Thursday, according to BeInCrypto, as its Class B shares rose 13.2% to a record and the S&P 500 fell 3.7%. Nvidia has lost nearly $1.4 trillion in value since its Oct. 6 record and fell 9.26% on Nov. 5, amid investor doubts about returns on AI data center spending and concerns after Democrats’ Nov. 3 midterm wins that new data centers could face tighter scrutiny. Investors shifted money toward Berkshire, whose businesses include railroads, energy, factories and insurance. The performance gap ranks fourth in 30 years; the record was 29.6 points during the 2008 financial crisis. Greg Abel replaced Warren Buffett as CEO in January, and Buffett later gave up the chairman’s seat. Berkshire bought back $9.6 billion of its stock in the third quarter, more than double the prior quarter, and about $2 billion more in October. But operating earnings fell 5.8% to $12.7 billion, while insurance underwriting profit dropped 43%, dragged down by GEICO. Bloomberg Intelligence analyst Matthew Palazola said equity valuations likely looked less attractive to Abel in the third quarter. Berkshire’s lead had narrowed to 16.9 points by Tuesday’s close; in May, it trailed the S&P 500 by 14.3 points. The company holds $377.4 billion in cash, and a holdings filing due later this month will show what Abel bought and sold.

U.S. stocks extended gains on Wednesday as renewed enthusiasm for AI trades lifted technology shares, with the Nasdaq 100 briefly recouping all its losses since the midterm elections. According to Sina Finance, the index was up 2.6% at 11:31 a.m. New York time after reaching 28,469.91, its highest level since November 4. The Nasdaq 100 had previously slumped amid concerns that a Democratic sweep of Congress could affect AI infrastructure development, weighing on shares of Nvidia and Micron Technology. The rebound came as CoreWeave reported better-than-expected results, demand for Anthropic’s initial public offering was strong, and OpenAI posted strong quarterly results. The S&P 500 rose 1.2%, while the Dow Jones Industrial Average was little changed. Investors bought technology shares, setting aside renewed concerns over higher-than-expected inflation, while oil prices ended a two-day decline. Accelerating core inflation pushed U.S. Treasury yields sharply higher on Tuesday, strengthening bets that the Federal Reserve would raise rates further and adding pressure to stocks. The Treasury market was closed on Wednesday for Veterans Day. CoreWeave shares rose as much as 25%, putting them on track for their best one-day performance since June. The cloud infrastructure company reported better-than-expected revenue and a full-year outlook that exceeded Wall Street expectations. Its results could help ease concerns about the long-term sustainability of AI infrastructure growth. “If CoreWeave can deliver this kind of execution for several consecutive quarters, those concerns will fade,” Brian Mulberry, chief market strategist at Zacks Investment Management, said in a report. Despite recent volatility in AI-related trading, strategists do not consider the bull market over. “In our view, this correction is 95% complete,” Morgan Stanley chief U.S. equity strategist and chief investment officer Mike Wilson said in an interview with Bloomberg Radio. “We are quite confident that AI infrastructure development will continue.”

According to CNBC, American Airlines said Wednesday it will bring fresh food back to first-class flights between its New York and Chicago hubs this month, the first time it has offered fresh food on those routes since 2019. Customers can choose between prosciutto and melon or apple cinnamon chia pudding for breakfast, and a Thai noodle salad or mezze plate for lunch and dinner.

Stablecoin supply fell $14.2 billion in 30 days, its largest contraction since the 2022 bear market. A Wednesday Glassnode report put supply below $280 billion, a level last seen in September 2025, according to The Block, as the market recovery stalled. The drop nearly reached $30 billion in June 2022, five months before bitcoin's $15,500 low. CryptoQuant said USDT's market cap fell $6.6 billion in the 60 days through Nov. 7, versus $3.2 billion after FTX collapsed in December 2022. USDT and USDC represent 62.8% and 25.1% of supply; gold-backed tokens totaled $5.61 billion, below February's $6.31 billion peak. Glassnode called renewed supply growth the first sign of new money; CryptoQuant said bitcoin may bottom before USDT supply turns positive.

According to Jin10, U.S. officials have spent weeks trying through diplomatic channels to pressure Iran’s neighboring countries to close border crossings, but the efforts have failed, according to three Iraqi officials and a U.S. official familiar with the negotiations, as reported by The New York Times.

On Nov 11, 2026, 17:23 PM(UTC). According to Binance Market Data, Ethereum has crossed the 2,100 USDT benchmark and is now trading at 2,100.080078 USDT, with a narrowed 3.67% increase in 24 hours.

离岸信托个税落地，加密资产的税收盲区正在被逐个填平。

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六起真实事件说明，攻击者不读私钥，也能靠实现缺陷把密钥还原。

承销投行把Anthropic估值定在1万亿美元，市销率仅12倍，增速远超苹果微软，散户份额最高20%。

当智能和劳动力都不再稀缺，真正拖慢技术落地的是验证环节：谁能让仿真、测试与数据闭环跑得更快，谁就握住物理世界的加速键。

加密无政府主义真正要守住的不是代币价格，而是普通人能否在不暴露生活的条件下合作、赚钱与退出。

SEC首次为链上股票交易开出五年监管豁免，Uniswap把AMM和Hooks定位为可承载合规证券的交易基础设施。

Anthropic 将于 11 月 19 日登陆纳斯达克，最高募资超 900 亿美元，但环比增速已从 144% 掉到 47%，9009 亿美元的算力承诺才是真正的赌注。

Vitalik主张ETH应被视为价值存储，但每年净增发、供应政策仍可修改、网络又必须持续升级，ETH要成为真正的SoV还有三道坎。

通胀停在3.7%，家庭靠少储蓄维持消费，AI资本开支转向债务与股权融资，市场对这一切的“舒适”还没有被定价。