According to CNBC, SpaceX shares rose 6% in early trading Friday after falling nearly 13% on Wednesday and Thursday following the Nov. 3 election. Deutsche Bank reiterated its buy rating and $250 price target. Analyst Edison Yu said political retribution risks against Elon Musk may be more a matter of perception than reality, citing SpaceX’s near-monopoly in rocket launches and its companies’ dealings primarily with executive branch agencies, which remain under Republican control. Yu also said most of SpaceX’s computing capacity is expected to be outside Texas in 2027E, at 8-10 GW, and does not affect the bank’s near-term estimates.

AI and semiconductor stocks sold off sharply on Thursday after Republicans suffered a major midterm election defeat, prompting investors to reassess the outlook for data center construction. According to Sina Finance, investors are evaluating how Democratic control of Congress could affect technology regulation and the AI boom; U.S. technology stocks showed signs of recovery early Friday. Nvidia fell 9.3% on Thursday, AMD dropped 17.3%, Microsoft lost 3.6%, Micron Technology declined 17.5%, Broadcom fell 10.4%, Tesla dropped 10.8%, and SpaceX fell 9.1%. AI-focused cloud providers NBIS, IREN, and CRWV fell 15%, 17%, and 10%, respectively. Capital.com senior financial markets analyst Kyle Rodda wrote that investors were assessing the potential effects of Democratic control of Congress on technology regulation and the AI boom. He said political and regulatory risks had added to pressure on an AI trade already facing high interest rates, heavy capital spending, and uncertain returns. Disappointing quarterly results and signs of slower AI spending growth have also weighed on the market. Local ballot measures in 10 states on Tuesday sought to constrain data center construction. Research by the International Data Center Association found that community opposition led to at least 46 AI data center projects in 20 states being rejected, withdrawn, or stalled from January 2024 through May 2026. The projects represented more than $170 billion in announced investment. Yorkville Ives & Co. partner Dan Ives said investors were concerned that the election could slow construction of the 800 to 1,000 data centers expected to support the AI revolution, and that Democratic control of Congress, particularly the Senate, could create significant obstacles for the industry over the next two years. Goldman Sachs estimated that AI-related capital spending on computing, data centers, and power could total $7.6 trillion from 2026 through 2031. Barclays U.S. credit strategy head Dominique Toublan said local opposition could raise construction costs without stopping projects altogether. Ives said the growth rate of large technology companies’ capital spending could peak in 2027, earlier than his previous 2028–2029 estimate.

According to Jin10, S&P downgraded Mercedes-Benz's rating to A- and assigned a stable outlook.

CoinGlass data showed $73.3947 million in crypto liquidations over the past hour, including $53.1487 million in long positions and $20.246 million in short positions. According to Odaily, BTC liquidations totaled $35.72 million.

According to CNBC, Jim Cramer said the bullish case for the multitrillion-dollar data center buildout had taken a hit. Democrats flipped both houses of Congress and won several key gubernatorial races in the midterm elections, after which stocks swung sharply as investors assessed the outlook.

UK savers are withdrawing money from pensions earlier than usual ahead of next April’s introduction of inheritance tax on unspent defined-contribution pensions, according to Bloomberg.

Menlo Ventures最新报告显示，美国企业开源模型支出中中国模型占89%，Kimi以61%居首。

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华尔街抛出橄榄枝，Hyperliquid为何冲高回落？本文拆解HYPE从97.9美元新高到跌逾19%背后的四重压力。

段永平说85%的大众根本不适合投资，而我认为至少有一半人不是在投资，是在赌博。

人民银行点名公链品牌推广违规，曼昆律师解读境内团队的活动与合规风险。

诺奖得主阿吉翁以熊彼特式增长范式拆解 AI 的增长效应，并给出政府在产业政策、教育、税收与国际合作上的四项新职能。

美股一夜蒸发3万亿美元，AI产业链遭遇暴力去杠杆，恐慌背后是数据中心审批与政策风险共振。

韩国交易所“仅本国首发”的上币占比已从2019年的85%降至2024年的9%，但首日成交偏薄正成为交易所的新难题。

英伟达用残值兜底、产能包销和股权投资为AI工厂制造融资能力，但3000亿美元表外承诺正把尾部风险集中到上游。

Alphabet 单日市值蒸发近 5000 亿美元，广告增速与搜索量首次背离；当 AI 代理替人比价下单，广告模式的根基正在松动。