Technology analyst Dan Ives said Elon Musk needs to make political overtures to Texas officials to protect SpaceX’s ambitions for AI data centers after Democrats won the midterm elections. According to Sina Finance, Ives said on Anthony Pompliano’s podcast, The Pomp Podcast, that Texas remains central to SpaceX’s infrastructure strategy and Musk cannot simply move the construction work to Florida. After Gina Hinojosa won the Texas governor’s race, scrutiny of new data centers increased. Hinojosa has called for pausing project approvals until stronger protections for electricity, water and communities are in place, while also saying she is open to working with Musk’s companies. Ives previously warned that Democratic gains in the midterm elections could slow the “AI revolution,” particularly in Texas. Last week, reports said the Democratic victory had raised questions about SpaceX’s expansion plans and a possible merger with Tesla. Ives said he still believes SpaceX will acquire Tesla, while noting that political changes could bring additional regulatory hurdles and that SpaceX’s valuation includes a 20% to 25% discount for political risk. After Hinojosa’s win, Musk joked that orbital data centers had become especially attractive. Ives said that option was still years away and that the immediate focus was building in Texas. He said Musk would join negotiations, which would take time, and that both sides had strong reasons to reach an agreement.

The European Union plans to delay a 10% tariff on electric vehicles from the United Kingdom, which was scheduled to take effect on January 1 for most vehicles. According to Sina Finance, the EU is seeking industry feedback on a proposal to postpone the tariff. Under the post-Brexit agreement, electric vehicles must have at least 55% of their value sourced from the EU or UK to qualify for zero tariffs; battery cells and modules must account for at least 65% of their value, and battery packs at least 70%. Vehicles that fail to meet these requirements face a 10% import tariff. The EU proposed in late 2023 to delay implementation of the stricter rules by three years. Under the rules, which were originally due to take effect in January 2027, 70% of battery-electric and plug-in hybrid vehicles traded with the EU would face a 10% tariff following the latest delay. In June, the Society of Motor Manufacturers and Traders (SMMT), the UK's main automotive industry lobby group, warned that electric vehicle manufacturers would have to pay £1.4 billion (about $1.86 billion) in tariffs if the local-content requirements, also known as rules of origin, were not resolved. The UK and the EU are each other's largest export markets for electric vehicles, and both have set targets to phase out combustion-engine vehicles during the 2030s.

Nvidia partner Hon Hai Precision Industry Co. posted quarterly profit above analysts’ estimates, driven by the AI boom and strong consumer demand for the $2,000 iPhone Duo, according to Bloomberg.

人間活動に基づく市場開始前の契約裁定取引は、取引量と利益率の両方が相当な市場規模を誇る、稀有な裁定取引機会である。

The Australian dollar fell to its lowest level since January amid an RBA slowdown and AI fears, according to Bloomberg. Risk sentiment waned as the interest-rate outlook diverged from that of the US.

According to Jin10, Hon Hai expects revenue from its computing products business to grow significantly year over year in 2026, after previously forecasting a slight decline.

According to ChainCatcher citing STAR Market Daily, WeChat is testing a short-drama entry in its “Look” section on a limited basis. Some users can use it to find short dramas they have recently watched. The feature is intended to make content easier to find and increase creators’ exposure. Tencent launched the free “Green Bubble Short Drama” mini program within the WeChat ecosystem in October this year. An existing short-drama mini program in the ecosystem was also renamed “Green Bubble Short Drama” and entered gray testing.

Huma co-founder Richard Liu said the Huma Foundation and its affiliated entities have made no HUMA trades in the past three months and plan not to sell tokens during the upcoming unlock window. According to Foresight News, Liu also said the foundation has provided HUMA DEX liquidity since the token generation event. Liu said he had noted increased commentary about HUMA and outlined recent market activity. On October 22, a hacker compromised an early liquidity provider's wallet, and about 12 million airdropped HUMA tokens were sold. From November 2 to 7, open interest rose from about 620 million to 1.1 billion tokens. Funding rates turned negative starting November 4, while perpetual trading volume reached seven to 10 times spot volume. Liu said market activity appeared concentrated in perpetual contracts.

Nvidia、ジェンセン・フアン、チップ、人工知能、コンピューティング能力、ジェンセン・フアンの後継者候補リストが明らかに：CUDAの父とフアンの娘が有力候補。Jinse Finance：ジェンセン・フアンの娘はNvidiaの次の後継者になるのか？

この大手海運会社は、買収した旧システムへの不正アクセスとデータ抽出があったことを認め、継承したインフラやサードパーティの物流プラットフォームにおけるサイバーセキュリティリスクを浮き彫りにした。

今後、仮想通貨市場が本格的な強気相場を迎えなかった場合、どうなるのでしょうか？ブロックチェーンの開発は停止するのでしょうか？ステーブルコインや株式トークン化は継続されるのでしょうか？

日本は、報告されたサイバー攻撃の急増を受け、AIを活用したサイバー防衛、専門対応チーム、官民連携を拡大しており、国家レベルでの協調的なサイバーレジリエンス構築への転換を示している。

このAI界のゴッドファーザーは、Nvidiaを単独で時価総額1兆ドル規模に押し上げた人物だが、今やキャリアの崖っぷちに立たされている。

Hyperliquidのオーダーブックが構成可能になると、何が起こるのでしょうか？

Ledgerのソフトウェア開発キットは、デフォルトでユーザーの暗号通貨取引の詳細、ウォレットアドレス、デバイス情報をサーバーに送信しており、プライバシーに関する懸念が高まっている。Ledgerは、このデータはクリア署名機能をサポートするものであり、保存されないと説明しているが、批判者たちは、なぜ事前にユーザーに許可を求めなかったのかと疑問を呈している。

NVIDIAの取締役会は水曜日に社内会議を開き、ジェンセン・フアン氏の今後について決定を下すとともに、外部機関と協力して新たなCEO候補を選出した。ウォール街は、フアン氏が退任を余儀なくされた場合、AI業界全体に及ぼす直接的な影響を注視している。

イーサリアム財団の元従業員が、同財団、イーサリアム共同創設者のヴィタリック・ブテリン氏、および他の4人の被告を相手取り訴訟を起こした。訴状によると、彼女は癌の診断を公表し、物議を醸した雇用方針に対する職員の反対運動を組織したわずか2週間後に解雇されたという。