Beata Manthey, Citi's head of European equity strategy, said she has basically neutralized growth, or AI, exposure and sees value, quality and some defensive stocks potentially outperforming amid heightened uncertainty about the AI buildout, according to Bloomberg.

Last week's stock market meltdown landed at a critical moment for Anthropic, casting a shadow over the AI developer's expected pre-Thanksgiving debut and raising questions about its valuation and whether it can sustain the next phase of AI growth, Yahoo Finance reported.Neostellar principal Willy Lee told Yahoo Finance's Market Hang that the Anthropic IPO is the only thing that matters for the rest of this year, and that investors want to know whether the company can sustain long-term growth and secure a meaningful share of the AI market, questions he said investment committees are asking every day.Anthropic said revenue grew 1,206% to $33.2 billion in the first nine months of the year, alongside aggregate committed spend of $895.4 billion, primarily for compute and infrastructure. That growth case was tested as investors weighed the Democratic congressional win against the data center build-out; the Nasdaq Composite suffered its worst daily decline since April 2025 on Thursday, led by chip stocks.Prospective buyers have discussed lowering the valuation to a range of $1.2 trillion to $1.3 trillion, with some considering as little as $1.1 trillion, Bloomberg reported, far below estimates of as much as $2 trillion in early October. Anna Rathbun of Grenadilla Advisory said going public would be difficult. Kevin Mahn of Hennion & Walsh said a delay would read as bearish to investors, while a failed or below-expectation IPO could also be taken as bearish, leaving the company damned either way.Investors will look for clues on the health of the AI trade when Nvidia reports on Nov. 17, after hyperscalers Alphabet, Microsoft, Amazon and Meta and suppliers TSMC and ASML reported. Futurum's Shay Boloor put the chance of a miss at 1%.

U.S. inflation data anchors the week, with October's consumer price index due Tuesday as investors gauge whether price pressures are cooling after a gasoline-driven 0.6% monthly jump pushed annual inflation to 3.7%, its highest since May. Economists expect a 0.2% monthly rise, according to CoinDesk, with producer prices following Friday after a 6.3% annual gain in September. A hotter reading would strengthen the case for higher rates, a headwind for crypto and other risk assets, while a heavy slate of crypto-company earnings and token governance votes fills out the calendar. Crypto: • Nov. 9, all day ET – Kinetiq launches the mainnet of Elysium, a general-purpose layer-2 network for the Hyperliquid ecosystem. • Nov. 12, all day ET – The European Banking Authority takes over supervision of USDC's own funds, reserve assets, liquidity, and recovery and redemption plans. • Nov. 12, 12 p.m. ET – Open Standard hosts an OUSD payments demonstration and livestream from San Francisco. Macro: • Nov. 10, 8:30 a.m. ET – U.S. Consumer Price Index for October: MoM est. 0.2% (prev. 0.6%); YoY (prev. 3.7%); core MoM (prev. 0.3%); core YoY (prev. 2.6%). • Nov. 10, 3:30 p.m. and 6:30 p.m. ET – Fed Vice Chair for Supervision Michelle Bowman speaks on the economic outlook. • Nov. 11, all day ET – Veterans Day: U.S. bond markets are closed on SIFMA's recommendation, while stock markets stay open. • Nov. 12, 2 a.m. ET – U.K. GDP QoQ for the third quarter, first estimate (prev. 0.5%); GDP MoM for September (prev. 0.1%). • Nov. 12, 8:30 a.m. ET – U.S. initial jobless claims for the week ended Nov. 7 (prev. 189K). • Nov. 13, 5 a.m. ET – Eurozone GDP QoQ for the third quarter, flash estimate (prelim. 0.4%); GDP YoY (prelim. 1.3%); employment flash. • Nov. 13, 8:30 a.m. ET – U.S. Producer Price Index for October: MoM (prev. 1.3%); YoY (prev. 6.3%). • Nov. 15, 6:50 p.m. ET – Japan GDP annualized QoQ for the third quarter, preliminary est. 0.3% (prev. 1.4%). Earnings: • Nov. 9, post-market ET – MARA Holdings (MARA). • Nov. 9, post-market ET – Exodus Movement (EXOD). • Nov. 9, pre-market ET – Sharplink (SBET). • Nov. 9, post-market ET – Trump Media & Technology Group (DJT). • Nov. 9, post-market ET – BitGo Holdings (BTGO). • Nov. 9, post-market ET – HIVE Digital Technologies (HIVE). • Nov. 10, post-market ET – CoreWeave (CRWV). • Nov. 10, pre-market ET – Bitdeer Technologies (BTDR). • Nov. 11, pre-market ET – DeFi Development (DFDV). • Nov. 12, pre-market ET – Figure Technology Solutions (FIGR). Token Events: • Nov. 9, all day ET – Aave DAO holds an off-chain vote on adding native BTC as collateral on Aave V4 through Babylon's bitcoin vaults; voting ends Nov. 9. • Nov. 11, all day ET – Optimism holds a second ratification vote on Security Council appointments after the first failed to reach quorum; the elected council lead would nominate members, who would be seated unless holders of 20% of votable OP supply veto them. Voting ends Nov. 11. • Nov. 11, all day ET – CoW DAO votes on a $10.45 million 2027 budget for development and related services, and on raising its legal-structure budget to $500,000 while moving responsibility for existing COW buybacks to the Foundation. Both votes end Nov. 11. • Nov. 11, all day ET – SSV Network votes on extending SSV Labs' stewardship of the network through June 2027, funded by 1.5 million USDC for 2026 and 2.7 million SSV for the first half of 2027, with an option to take 900,000 USDC instead of 1.7 million of those SSV. Voting ends Nov. 11. • Nov. 12, all day ET – Arbitrum DAO votes on moving 1,800 ETH from its treasury, about 1,714 ETH to treasury strategies and 86 ETH to the Arbitrum Developer Guild, and on adjusting transaction-cost parameters on Arbitrum One and Nova for Ethereum's Glamsterdam upgrade. Both votes end Nov. 12. • Nov. 13, all day ET – Arbitrum DAO votes on adopting USDG in a proposal that includes adding 100 million ARB to its DRIP incentive program. Voting ends Nov. 13. • Nov. 15, all day ET – Cardano's Strategic Copper Reserve proposal, which requests 22 million ADA from the treasury to buy COMEX Grade 1 copper and tokenize it as CuTT, expires Nov. 15 if not ratified.

Former Shein Executive Chairman Tang Wei said in a recent media interview that stepping down weeks before the IPO was his own decision, not the result of pressure from founder Xu Yangtian. According to Sina Finance, Xu has personally taken over as Shein's executive chairman, while Tang will continue as a company adviser. Tang said the decision to step away was difficult because he loved the job, but added that important roles are never truly finished and waiting until everything is in place would mean never leaving. He said that as corporate governance continues to improve, Shein's valuation will eventually reflect improvements in its fundamentals. “I often say, what could be better than putting yourself in a fishbowl in the middle of a square?”

According to ChainCatcher citing South Korean semiconductor publication THE ELEC, Samsung Electronics found that semiconductor etching process recipes were repeatedly transferred to Lam Research Korea beyond the scope of authorized data access. Samsung discovered the issue in the second half of this year and classified it as a serious technology leak. The transfers involved recipe files that had not been approved for external release and stemmed from improper data requests, rather than a single incident. Under an agreement, Lam Research could access limited equipment data for optimization and maintenance, with its Korean subsidiary submitting requests to Samsung. The recipes contain critical manufacturing parameters, including temperature, chamber pressure, gas flow and processing time. Lam Research Korea announced on November 6 that Kim Tae-won would replace Park Jun-hong as CEO. Some industry observers linked the leadership change to the data leak, but no public information establishes a direct connection. Samsung and Lam Research Korea did not respond to THE ELEC’s requests for comment.

타이베이에서 열린 두 번의 저녁 식사 모임은 황런쉰, 황러, 그리고 메가스피드를 연결시켜 주었다. 엔비디아는 모든 것이 정상이었다고 주장했지만, 열흘 후 황런쉰은 회사 전체에 아내에게 불륜을 저질렀다고 시인했다.

젠슨 황 CEO가 혼외정사를 인정한 후, 엔비디아의 시가총액은 하룻밤 사이에 1800억 달러나 급락했습니다. 캘리포니아의 공동 재산 제도에 따라 이혼할 경우, 그의 아내는 이론적으로 최대 626억 달러 상당의 주식을 받을 수 있습니다.

종이로 만든 기억 보조 문구부터 소셜 로그인 지갑에 이르기까지, 보안 조치가 허술해질수록 사용자가 실제로 인지할 수 있는 위험은 줄어듭니다. 신뢰와 의존이 확산되는 것이 바로 절도의 근본 원인입니다.

중간선거 이후 트럼프 대통령은 예정보다 일찍 레임덕기에 접어들었고, 암호화폐 정책의 혜택은 일시적으로 중단되었으며, 업계 내 동질적인 경쟁은 더욱 심화되었습니다. 하지만 2026년 말에는 여전히 돌파구가 될 수 있는 잠재적인 기회가 숨어 있을지도 모릅니다.

엔비디아와 메가스피드가 반도체 업계에서 차지하는 특별한 역할을 고려할 때, 세계적인 AI 칩 기업 CEO가 연루된 이번 사생활 스캔들은 단순한 개인적인 스캔들 이상의 의미를 지닙니다.

월가의 화해 제스처는 과열된 투자 심리를 진정시키지 못했습니다. 이미 가격에 반영된 이익, 토큰 배분, 정책 불확실성이 복합적으로 작용하여 가격이 급등했다가 하락했습니다.

황런쉰 스캔들로 싱가포르 컴퓨팅 파워 제공업체 메가스피드가 주목받고 있다. 칩은 수출되지 않고, 동남아시아 데이터센터를 통해 중국에 컴퓨팅 파워가 다시 임대되는 방식인데, 수출 통제의 허점을 얼마나 오랫동안 악용할 수 있을까?

MEXC 금지 조치와 바이낸스와 OKX 간의 합의, 그리고 ICE(이민세관집행국) 도입에 이르기까지, 미국은 법 집행, 투자, 그리고 달러 표시 스테이블코인이라는 세 가지 전략을 통해 글로벌 거래소들을 자국의 금융 네트워크에 편입시키고 있습니다.

DeepSeek, AI Agent, Harness는 DeepSeek의 슈퍼 에이전트 개념을 구현하기 위한 "껍데기 제품"에 불과했습니다. Golden Finance는 "단 하나의 기능은 10일 만에 복제할 수 있지만, 수천 건의 불만 사항은 복제할 수 없다"고 말합니다.

IT 업계 임원이 사적인 스캔들에 휘말릴 때, 시장은 이미 정해진 반응 방식을 가지고 있습니다.