According to Jin10, the U.S. Energy Information Administration (EIA) has delayed the release of its crude oil inventory data until 01:00 (UTC+8) on Friday, November 13, and its natural gas inventory data until 23:30 (UTC+8) on Friday, November 13, due to the Veterans Day holiday on November 11.

Siemens Energy reported its fourth-quarter and full-year fiscal 2026 results on November 11. According to Sina Finance, the company expects fiscal 2027 net profit of about €5 billion, around 9% below analysts’ average estimate of €5.5 billion, and plans up to €9 billion in additional share buybacks by the end of fiscal 2030. Revenue in the July-to-September quarter reached a record €12.83 billion, above the €12.56 billion market estimate. Profit before special items was €1.54 billion, compared with expectations of €1.47 billion and €471 million a year earlier. Quarterly net profit was €1.36 billion, above the €1.25 billion estimate. New orders totaled €14.82 billion, below expectations of €15.47 billion, partly because of the timing of large-project order confirmations. The order backlog reached a record €164 billion. For fiscal 2027, Siemens Energy expects revenue growth of 14% to 16%, excluding foreign-exchange and portfolio effects, and a 14% to 16% profit margin before special items; the market average estimate is 14.7%. It forecasts growth of 24% to 26% in gas services and 22% to 24% in grid technologies. Siemens Gamesa’s wind business is expected to post a margin of 0% to 2%, below the 2.7% market estimate. The company also expects fiscal 2027 free cash flow before tax of about €10 billion, up from €8.8 billion in fiscal 2026. For fiscal 2030, Siemens Energy targets a 20% to 22% margin before special items and average annual revenue growth of 12% to 14%. Full-year fiscal 2026 profit before special items was €5.49 billion, slightly above the €5.41 billion estimate. Net profit rose to €4.13 billion from €1.69 billion in the previous fiscal year, a record. The company proposed raising its dividend to €2.30 per share from €0.70 for fiscal 2025, an increase of about 229%. It repurchased €3.1 billion of shares in fiscal 2026.

Block chief designer and Buzz developer ThomPete announced the release of version 1.0 of the AI collaboration tool. According to Foresight News, Buzz 1.0 supports running Claude, Codex, Pi and other agents locally, and lets users manage projects, work with AI agents and collaborate with teams in a shared workspace. Users can add custom tools, pages or panels through plugins and share them with teams or the community. The app also offers voice messages and live voice meetings, while agents can track code merge request checks and review progress and report updates. The team also released an updated shared computing feature and plans to open a plugin marketplace later.

Anthropic PBC’s initial public offering could mark a peak for the artificial intelligence trade, with the expiration of initial lockups posing a risk of a cascading correction, according to Jack Selby, who runs venture firm Copper Sky, Bloomberg reported.

Fidelity’s Jurrien Timmer said Bitcoin’s correlation with the S&P 500 rose last week as assets converged during a sharp selloff. A 50-day chart he posted on X, with data through Nov. 8, showed an ex-AI stock basket’s correlation with the index rising from 10% to 40% during the week, according to BeInCrypto. The S&P 500 fell 4.4% on Thursday, Nov. 5, and the Nasdaq 100 dropped 6.4%; Bitcoin fell 5.4%, while Wall Street’s fear gauge jumped nearly 70%. The article linked the market slide to bets that Democrats, who swept Congress, would regulate AI more tightly. Timmer said fast, sharp market declines can cause correlations to converge; his post also noted convergence in the equal-weight S&P 500, REITs and Bitcoin. Fidelity’s December outlook named Bitcoin, gold and commodities as diversifiers, while the dollar, Bloomberg Commodity Index and CTAs remained at or below zero correlation with the S&P 500. Grayscale research put Bitcoin’s 90-day correlation with the Nasdaq 100 at roughly 33%, down from over 60%; in August, Bitcoin traded more like gold than the Nasdaq.

比特币面对的是一个下有成本托底、上有流动性压制的震荡空间。

一份新提交的起诉状披露了以太坊基金会今年多名核心贡献者离职的内情。

AI泡沫最危险的地方，不一定是技术本身没有价值，而是为了抢占未来市场，企业可能提前花掉太多真金白银。

你可以在一顿饭时间用 AI 生成一个借贷协议，但生成不了 100 亿美元存款。

人工智能,算力,芯片,数据,苏姿丰给AMD的另一串“密码” 金色财经,CPU崛起。

Google DeepMind 宣告 Gemini 4 Carbon 正式开放，号称为「Google 目前能力最强的模型」，专门面向复杂、长周期任务。

谷歌迄今最强的王炸模型Gemini 4 Carbon全量解禁了！

特朗普政府弱美元政策与债券市场干预的深层逻辑解析。

Binance has warned iPhone users that an iOS flaw called "worse_query" could let rogue apps read other apps' files, including crypto seed phrases and private keys. Apple has issued updates, but it has not said whether they fix it.

解析不同Pre-IPO合约的结算规则，以及Anthropic IPO在总市值估值与单股估值之间的换算逻辑。