The Port Authority of New York and New Jersey is proposing a $10.3 billion budget for 2027 to help fund upgrades to the region’s airports, rail and bus terminals, and bridges, according to Bloomberg.

According to Jin10, foreign central banks' holdings of U.S. Treasuries changed by -$19.511 billion in the week to November 6, compared with -$24.897 billion previously.

According to Jin10, Applied Materials (AMAT.O) reported significant increases in sales and profit in its fourth fiscal quarter, driven by AI-led semiconductor demand. Profit was $2.72 billion, or $3.40 per share, compared with $1.90 billion, or $2.38 per share, a year earlier. Adjusted earnings per share, excluding certain one-time items, were $4.16, above analysts’ prior forecast of $4.06. Revenue rose 53% to $10.41 billion, exceeding analysts’ forecast of $10.3 billion. CEO Gary Dickerson said the company’s semiconductor systems business is expected to grow by more than 40% this year. In the most recent quarter, sales in that segment surged 64% to nearly $8 billion. For the first quarter of its new fiscal year, Applied Materials expects revenue of $11.1 billion, plus or minus $500 million, and adjusted earnings per share of $4.35, plus or minus 20 cents.

Lauren Cassidy, founder and chief investment officer of Founders 100 ETF, said Nvidia's board should leave open the possibility of Jensen Huang's return, depending on the investigation's results, calling him an “incredible executive,” according to Bloomberg. Huang was ousted after reports of three affairs, including one with a woman suspected of spying for China. Nvidia said Thursday that longtime Chief Financial Officer Colette Kress would serve as interim CEO and Huang would have no further ties to the chipmaker. The board appointed director Harvey Jones as its first chair.

Strategy reported a quarterly net profit of $19.53 billion, almost entirely from increases in the book value of its Bitcoin holdings. According to Odaily, MSCI will remove Strategy from the MSCI USA Index after the close on November 30, a change that will also affect the MSCI World and MSCI All Country World indexes’ U.S. company components; funds tracking those indexes may sell MSTR shares. The removal will not take Strategy off Nasdaq, halt its operations or force it to sell Bitcoin. MSCI approved new rules in October to exclude investment vehicles that primarily hold financial assets from indexes of operating companies. In a letter to MSCI, Strategy called the proposed rules “discriminatory, arbitrary and misleading,” and said MSCI should reflect the market rather than judge it. Strategy reported quarterly operating revenue of $20.91 billion, nearly all of which came from Bitcoin’s increase in book value. Under accounting rules adopted in 2025, Bitcoin price changes are counted in earnings even when the assets are not sold. The company’s software division had quarterly revenue of $125.4 million, down 3% year over year. Full-year 2025 revenue was $477.2 million, below the $486.3 million reported in 2019. Strategy estimates that funds tracking MSCI indexes hold about 13 million MSTR shares, equal to 3.1% of its outstanding common stock, and says the amount is manageable. The company continues to raise funds by issuing shares and other securities and use the proceeds to buy Bitcoin. A lower share price could reduce the amount it raises, but removal from the indexes does not necessarily mean it will cut Bitcoin purchases.

According to CNBC, Cerebras Systems shares rose 11% in extended trading after the company reported core revenue of $230.9 million, above LSEG consensus of $214.7 million, and highlighted a new deal with Microsoft. Core revenue grew 70% from $135.7 million. Cerebras forecast fourth-quarter revenue of $310 million to $330 million and a core gross margin of 47% to 49%, compared with analyst estimates of $271 million and 42.1%, respectively. CEO Andrew Feldman said the Microsoft deal was signed in October and the company expects revenue from it to begin in Q1 '27.

黄仁勋因治理危机面临被董事会罢免的风险，英伟达市值已蒸发约6000亿美元，AI供应链与链上市场同步承压。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

MSCI将Strategy与Metaplanet剔除出指数，11月30日收盘后生效，被动抛压约15.9亿美元，真正的冲击在融资飞轮。

稳定币供应量30天缩水142亿美元，收缩速度为2022年6月以来最快，比特币200日均线成为多头最后的心理防线。

Menlo Ventures报告显示，美国企业开源模型支出89%流向中国厂商，Kimi独占61%，开源正重新定义前沿。

马化腾在腾讯28周年Linktime内部讲话中直言，组织必须适应AI新战场：一半人守核心业务，一半人上船打新战役，不能再悠闲觉得安全。

黄仁勋与直接下属的婚外情踩中跨国公司合规红线，英特尔、麦当劳前CEO的先例已说明代价。

罢免黄仁勋只需董事会6票，但英伟达33名直接下属里没有接班人选，动作快结构慢，市场只为动作定价。

黄仁勋被曝第二段婚外情，英伟达董事会准备解除其职务，马斯克、Tim Sweeney等大佬公开呼吁等调查结束再由股东决定去留。

1kx,1KX区块链收入报告：千亿美元关口下的结构性重塑 金色财经,区块链收入、其驱动因素和来源、行业趋势和估值影响