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.

According to ChainCatcher, Arkham said it added holdings labels for several crypto funds under existing entities, covering about $3 billion in Bitcoin and other crypto assets. The newly labeled assets include about $1.52 billion for CoinShares’ BITC spot Bitcoin ETP, $507.2 million for VanEck’s VBTC Bitcoin ETN, $266.6 million for Invesco’s BTIC spot Bitcoin ETN, and $125.9 million for Grayscale Solana Trust.

Royal Bank of Canada strategist Lori Calvasina said the U.S. stock market may be nearing a short-term bottom, but declines could continue if earnings and economic growth face more severe shocks. According to Sina Finance, sentiment measures, including the bullish share in the American Association of Individual Investors survey, have fallen to levels associated with a moderate selloff, with investors more stunned than panicked. The relative valuation appeal of U.S. stocks has improved, and the gap between their forward price-to-earnings ratio and that of other developed markets has returned to around its post-pandemic low, potentially allowing U.S. stocks to regain market leadership. The S&P 500’s valuation contraction has exceeded typical levels in most major selloffs, and its decline has exceeded many investors’ perceptions; however, the Russell 2000 has not reached the deeply oversold territory associated with past market bottoms.

台北两场饭局把黄仁勋、黄乐与Megaspeed串在一起。英伟达称一切正常，十天后他向全员承认对妻子不忠。

黄仁勋承认婚外情后英伟达市值一夜蒸发1800亿美元，若按加州共同财产制离婚，其妻理论上最多可分走约626亿美元股票。

从纸质助记词到社交登录钱包，安全环节越拆越多，用户能看清的风险反而更少，信任依赖的扩散正是被盗的根源。

中期选举后特朗普提前进入跛脚期，加密政策红利阶段性中止，行业同质化竞争加剧，2026 年尾部或仍藏着一次赛道级机会。

由于英伟达和Megaspeed在芯片领域的特殊角色，这场全球AI芯片巨头掌门人的私人丑闻，早已不仅仅是一桩个人丑闻……

华尔街的橄榄枝没能托住HYPE：利好兑现、代币分配与政策变数叠加，价格冲高后掉头走低。

黄仁勋的绯闻把新加坡算力商 Megaspeed 推到台前：芯片不出境，算力经东南亚机房租回中国，出口管制的缝还能走多久？

从MEXC被禁、币安和解到OKX引入ICE，美国正用执法、投资与美元稳定币三条线，把全球交易所纳入自己的金融网络。

DeepSeek,AI Agent,Harness,当年的「套壳产品」先跑通了DeepSeek Super-agent的设想 金色财经,一个功能十天就能抄走，几千次的不满意是抄不走的。

科技行业高管爆出私德风波，市场早有一套熟门熟路的反应剧本。