Barclays Private Bank Chief Market Strategist Julien Lafargue said the semiconductor outlook holds despite risks involving Nvidia, according to Bloomberg. Lafargue joined Bloomberg's Anna Edwards and Tom Mackenzie on The Opening Trade as uncertainty over Nvidia's leadership roiled markets.

Hong Kong is advancing plans to introduce wholesale central bank digital currency (wCBDC) during after-hours derivatives trading, Financial Services and the Treasury Secretary Christopher Hui said at the opening of global trading firm IMC’s new Hong Kong office. According to Foresight News, Hui also said preparations for T+1 settlement in Hong Kong’s cash equity market are underway, and the city is working to support a wider range of indexes, index ETFs and derivatives.

JPMorgan strategists, including Nikolaos Panigirtzoglou, said strong inflows into equity ETFs showed retail investors remained bullish on stocks, providing support they considered crucial to stabilizing the recently battered AI trade. According to Sina Finance, citing the bank’s latest flows and liquidity report, ETFs tracking global equities received about $20 billion in average daily inflows last week, accelerating to $30 billion on Monday. Leveraged equity ETFs, driven mainly by retail investors, attracted nearly $5 billion on November 5 and 6, while inverse ETFs saw outflows of roughly the same amount. The report also said declining call-option buying could further strengthen the influence of retail flows. The strategists wrote that retail support was crucial to stabilizing the AI trade in November after October’s brutal performance and substantial hedge fund de-risking. If the market stabilizes in November, hedge funds may rebuild AI-related exposure from late November, helping drive a year-end rally.

According to ChainCatcher citing Seoul Economic Daily, British AI infrastructure company Nscale is pursuing at least two AI data centers in South Korea. The company established its local subsidiary, Nscale Service KR, in July 2026 to oversee investment, development, operations and management. Founded in 2024, Nscale procures its own GPUs and operates AI data centers. Its enterprise value is about $35 billion, and it is pursuing a U.S. listing. A project in Gumi, North Gyeongsang Province, was initially planned as a 300-megawatt facility built by a consortium, but the participants later opted to build separately. Nscale’s facility is undergoing permitting ahead of construction. The company is also assessing additional sites, including new builds, retrofits and leased data-center capacity. An anonymous industry source said Nscale has retrofitted operating facilities overseas to reduce capital costs and may propose similar arrangements to South Korean companies. CoreWeave is also advancing data-center plans in South Korea and last year appointed Kim Hyun-seok, formerly of Microsoft and SoftBank, to lead its local unit. An Amazon Web Services and SK Group AI data center in Ulsan is scheduled to begin operating next year, while Microsoft recently began construction on its third South Korean data center in Busan. Goldman Sachs estimates that regulation could affect about 45% of planned U.S. AI data-center expansion capacity following Democratic wins in U.S. state and local elections. On November 11, CoreWeave said it was expanding in Canada, Europe and Asia to diversify regulatory exposure. South Korea is developing regional electricity pricing and a dedicated rate for AI data centers.

The Financial Stability Board is preparing a consultation on collecting data about hedge funds’ leveraged bond bets, according to Bloomberg. Earlier efforts to improve transparency were frustrated by differing definitions and restrictions on cross-border information flows.

Michael Gross of SLR Capital Partners, Investcorp Capital CEO Sana Khater and Premji Invest CEO TK Kurien discussed private credit, secondaries and other alternative assets as slower exits and tighter financing reshape valuations at Bloomberg Invest Dubai 2026, according to Bloomberg.

According to the announcement from Binance, Binance Wallet will hold two LAB trading competitions on Binance Alpha, with eligible users ranked by their LAB purchase volume. The first promotion period runs from 2026-11-12 13:00 (UTC) to 2026-11-19 13:00 (UTC), and the second runs from 2026-11-19 13:00 (UTC) to 2026-11-26 13:00 (UTC). In each competition, the top 2,000 users by purchase volume will share 2,570,000 LAB tokens equally, receiving 1,285 LAB each. Only cumulative purchases count toward trading volume; sales, token bridging and third-party dApp transactions are excluded. Eligible trades must be made through Binance Wallet (Keyless) or Binance Alpha on Binance Wallet. Rankings will use effective trading volume, which applies an early-trading multiplier to daily volume: 2.0x on Days 1 and 2, 1.8x on Days 3 and 4, 1.5x on Day 5, 1.3x on Day 6 and 1.0x on Day 7. Users who had won rewards in fewer than three previous Binance Wallet Alpha trading competitions as of three days before the promotion starts may also receive a 1.2x Rising Trader Boost, subject to a volume cap. Rewards will be claimable in LAB and made available before 2026-12-10 13:00:00 (UTC). Winners must claim within 14 days after rewards become claimable.

Ethereum co-founder and MetaMask CEO Joseph Lubin expects demand for ETH to outstrip supply as financial institutions move onto Ethereum, and said no platform may come close to ETH’s monetary premium in perhaps 2 years. He made the remarks during an X debate with Arca CIO Jeff Dorman, according to BeInCrypto. Lubin said institutional firms and market infrastructure are already using Ethereum, with more expected, while competition for block space, staking, digital asset treasury purchases and ETH burned through network activity could tighten supply. Dorman questioned the token’s value and said the investment case remained unclear. Lubin also acknowledged that crypto has yet to see real mainstream usage, with many people holding ETH and Bitcoin speculatively. ETH has lost more than a third of its value over the past year and trades below half its all-time high from August 2025. A trader compared its current pullback of about 26% with a similar drop in mid-2025 and expected another rally. Lubin credited SEC Chair Paul Atkins and CFTC Chair Michael Selig with reducing regulatory uncertainty and pointed to MetaMask’s evolution into a self-custody financial super app.

ChainstackはAIを利用したサイバー攻撃を受け、顧客名、メールアドレス、パスワードハッシュが流出した。同社は既に被害を封じ込め、顧客に対しパスワードと認証情報の更新を促している。

ジェンセン・フアンが不倫を認めた後、Nvidiaは2日間で4000億ドル以上の収益を失い、取締役会は独立調査を開始し、主要人物に関連するリスクが改めて浮き彫りになった。

香港ドル建てステーブルコインであるHKDAPがSolanaに統合されたことで、香港がコイン発行権のみを持ち、基盤となるインフラが不足している場合、デジタル金融における香港の競争力は弱まる可能性がある。

キャッシュアプ​​リの創業者ボブ・リー氏殺害の罪で有罪判決を受けたニマ・モメニ被告は、懲役16年から終身刑の判決を受けた後、裁判結果に異議を申し立てる準備を進めている。

韓国は、暗号資産取引所がハッキングの疑いがある場合、確認を待たずに入出金を凍結することを認めるとともに、より厳格なセキュリティ要件を導入する。金融監督管理委員会（FSC）はまた、登録されている28の暗号資産関連企業すべてに対し、自らのシステム侵害を調査している金融保安院（FSI）からのサイバーセキュリティ支援を受けるよう求めている。

シンガポールに拠点を置くある企業は、わずか3年で東南アジアにおけるNvidia最大のAIチップ購入企業となったが、ワシントンの輸出規制にもかかわらず、中国企業がどのようにしてこの米国半導体メーカーの高度なコンピューティングハードウェアを入手し続けていたのかという疑問の中心に立たされている。

MegaETHはAI推論に3000万ドルを投資し、様々なサービスプロバイダーが提供するAIを検証可能にし、そのAIの利用を取引可能な契約へと転換しようとしている。

PSB銀行は、BitRiverの創業者イゴール・ルネツ氏がグループ子会社の債務不履行に伴う7億7000万ルーブル（約930万ドル）以上の未払い債務を抱えているとして、ロシアの裁判所にルネツ氏の破産宣告を求めた。ルネツ氏はすでに脱税と詐欺の容疑で拘留されており、BitRiver傘下の複数の企業も破産手続きに直面している。

MEXC、Binance、OKXなど、米国は法執行機関、投資、そしてドル建てステーブルコインを利用して、世界の仮想通貨取引所を自国の金融規制の枠組みにさらに深く組み込もうとしている。

ジェンセン・フアン氏が、直属の部下との不倫関係を再び暴露された。Polymarketでは、彼の退任確率が一時88%にまで急上昇した。アナリストらは、彼が退任した場合、Nvidiaの企業価値が1兆ドルから1.2兆ドル減少する可能性があると予測している。