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NVDIA CHIEF JENSEN HUANG MAY HAVE BEEN ALLEGEDLY INVOLVED IN A ROMANTIC RELATIONSHIP WITH A CHINESE SPY SAYS FINANCIAL TIMES Financial Times report detailing US officials’ belief that Nvidia CEO Jensen Huang had a romantic relationship with Alice Huang, a Megaspeed executive recruited by China’s Ministry of State Security. • Megaspeed, a Singapore-based Nvidia customer, is under US scrutiny for allegedly diverting advanced AI chips to China in violation of export controls, with the alleged relationship raising national security concerns about information flow. • This story builds on October NYT reporting and recent congressional requests for Jensen Huang to brief lawmakers, underscoring ongoing US-China tensions over AI technology access and espionage risks.

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TRUMP NAMES STEPHEN MILLER AS NEW WHITE HOUSE CHIEF OF STAFF President Trump announces that Stephen Miller will become White House Chief of Staff starting Monday, November 9. Miller, currently Deputy Chief of Staff and one of Trump's most trusted advisers, will replace Susie Wiles, who is moving to Trump's political operation. Trump praised Wiles for doing an outstanding job.
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Elon Musk: See SpaceX 4Q revenue up 'something like' 70% from 3Q $SPCX
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Oracle stock, $ORCL, falls -5% after Microsoft ends its deal to rent AI cloud capacity from the company. Oracle is now down -68% from its record high. Please provide the content or the specific instructions you would like me to reformat. I am ready to structure your data into a professional Markdown document once the input is provided.
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Microsoft is winding down its Oracle deal to rent AI cloud capacity. $MSFT $ORCL
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Bessent: We told China to fully, and immediately honor its commitments.
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8
US Treasury Secretary Bessent: USTR Greer and I spoke with Vice Premier He Lifeng about the US-China economic relationship.
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9
Qatar PM: The US and Iran won't be able to make a "perfect deal" The US and Iran should accept a good deal over a perfect one.
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The Nasdaq 100 extends gains to +2.4% on the day as chip stocks add +$700 billion worth of market cap at the open.
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TESLA: LAUNCHING IN ARGENTINA ON NOVEMBER 20, 2026
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Amazon launches text-based Alexa for shopping in US
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TSMC making plans for 3D DRAM at request of NVIDIA - Information.
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RETAIL INVESTORS BOUGHT THE DIP IN FINAL MINUTES OF MARKET ROUT US retail investors staged a dramatic buying reversal late Thursday, according to Vanda Research. 🔸 Net retail selling: $151 million by the close 🔸 2020 pandemic record: $502 million in net selling 🔸 Final 10 minutes: More than $100 million in net buying Just an hour before the close, retail selling was on track for its worst day since the early pandemic panic.
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BREAKING: US NONFARM PAYROLLS ACTUAL 165K (FORECAST 70K, PREVIOUS 29K)
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16
US semiconductor stocks rise sharply in premarket trade following the post-election selloff chip stocks set to add close to $500 billion in Market cap after loosing $4.3 Trillion 1. SanDisk, $SNDK: +12% 2. Marvell Technology, $MRVL: +10% 3. Micron, $MU: +9% 4. AMD, $AMD: +8% 5. Arm Holdings, $ARM: +7% 6. Intel, $INTC: +6% 7. Super Micro Computer, $SMCI: +6% 8. Nvidia, $NVDA: +5% 9. Broadcom, $AVGO: +5% 10. Qualcomm, $QCOM: +3%
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Firefly Aerospace Signs Rocket Engine Deal Valued at More Than $1.3 Billion with AST SpaceMobile
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18
Democrats prepare corporate probe wave targeting Apple, Meta, Musk cos.: report Democrats are preparing a series of congressional investigations into major U.S. companies, including Apple AAPL, Meta Platforms META, and businesses linked to Elon Musk, following their victories in the House and Senate, The Washington Post reported. The planned probes are expected to examine corporate dealings with the Trump administration and controversial business practices over the past two years, according to the report, which is based on interviews with five congressional staffers, lobbyists, venture capitalists, and lawyers familiar with the preparations.
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Elon Musk: Tesla to wind down Cybertruck production in Texas in mid-2027 $TSLA
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20
Texas Governor-elect Gina Hinojosa, the first Democrat to win the state's governor's race in 36 years, in a new interview tonight on Elon Musk and AI data centers: "We can have a strong working relationship with Elon Musk and his companies, but it has to be on our terms. We have always been a pro-business state, but data centers have moved into mostly rural communities and there are no rules to protect Texans, so the difference is we will have laws to protect Texans. We can have a strong economy and strong industry, and protections for Texans."
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