Reuters on the 12th cited two sources saying that, in addition to two prior extramarital affairs, Jensen Huang had an intimate relationship with a third Nvidia employee, whose identity was not disclosed. Nvidia declined to comment, and announced a leadership change the same day, with CFO Kress serving as interim CEO, while shares plunged.
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Capital Futures will list CME light crude oil, Micro E-mini S&P and Micro E-mini Nasdaq daily-expiring options and 100-ounce silver futures in November, and upgrade its CME market data line from 1Gbps to 10Gbps to optimize overseas trading efficiency.
Nvidia's board reportedly discussed Jensen Huang's retention, with Wall Street estimating a 25% to 30% share plunge and a $1.4 trillion market cap wipeout. Analysts focus on long-term decision-making and supply chain risks, naming three Taiwan suppliers as less exposed. After-hours shares already plunged about 9%, drawing attention.
After the US midterm elections, the PHLX Semiconductor Index slumped 10.46%, and stabilizing market sentiment drove a rebound in oversold overseas ETFs. First Financial Space Satellite 00910 led the gains this week with a 17.55% surge, while semiconductors and gold resources also recovered.
US October CPI topped expectations, US Treasury yields approached 5%, and US stocks closed lower. Asian stocks swung in early trading, with Japan's Nikkei extending gains and South Korea pulling back, Taiwan shares swung from sharp gains to negative territory before turning positive, the New Taiwan dollar fell to NT$32.96, and the Anthropic IPO took center stage.
Nvidia shares plunged for two straight days, with more than US$470 billion in market value evaporating at one point. The CEO Jensen Huang's alleged romantic partner was reported to have engaged in espionage for Beijing and helped funnel US$7.5 billion worth of chips to China, with the board of directors and the FBI now involved in investigations.
US October CPI rose 0.4% MoM and core CPI rose 0.3% MoM, both above expectations. Federal Reserve officials turned hawkish in unison to support a December rate hike. Surging Treasury yields weighed on equities. The four major indexes fell together on the 10th, with Nvidia plunging 5.47%, while TSMC ADR rose 2.02% against the trend.
Federal Reserve Governor Waller sent a hawkish signal, backing a quarter-point rate hike in December and not ruling out a half-point hike if core inflation stays high. U.S. Treasury yields moved higher, gold fell below the $4,100 per ounce mark, with markets focused on tonight's October CPI data.
Anthropic had planned to issue approximately 八點六七億 shares at 七十 to 八十 dollars per share, raising up to 六九三億 dollars, but urgently withdrew its updated prospectus, with market reports suggesting the valuation was cut to 一點一 to 一點三兆 dollars.
NVIDIA fell 4.27% against the trend on a rebound day for U.S. stocks, with about US$190 billion in market value wiped out. CEO Jensen Huang's net worth shrank by more than US$6 billion in a single day, as shareholder class-action lawsuits and investigation concerns continued to escalate. Forbes and Bloomberg rank him 10th and 12th respectively, while marital property division has also drawn attention.
Fuhua Japan Leaders (00949) announced its first distribution, with a planned payout of NT$3.02 per unit and a single distribution rate of about 14%. As of November 9, its year-to-date total return including distributions was 21.7%, with fund size of NT$3.55 billion and 17,151 beneficiaries, leading peer Japan equity ETFs in both performance and size.
Nvidia's board is investigating whether Jensen Huang became a foreign intelligence target, Reuters compiles reactions from various sides, analysts worry investment and shipment delays will hit semiconductors, succession doubts weigh on the share price, and the November 17 earnings report becomes the market focus.
Nvidia fell 10.06% over the past 5 trading days to $186.64. Vera CPU performance has been recognized, but AI valuation and policy concerns are rising. Tesla, TSMC ADR and other tech stocks swung in tandem, and analysts advise waiting for stabilization before buying.
Constellation Energy secures a $5 billion conditional loan from the U.S. Department of Energy for its nuclear plant upgrade program, backed by long-term contracts with Google and Amazon. Shares pulled back in the short term, but valuation models indicate undervaluation, with focus ahead on budget execution and earnings update.
The Nasdaq lost $2.5 trillion in market value last week, and U.S. stocks posted their worst single-day performance in 19 months on the 5th. AI concentration risk has risen, and experts recommend diversifying with bonds, healthcare stocks, and gold to cope with volatility, reduce reliance on hot tech stocks, and ensure stability.
US AI stocks rebounded strongly, with the SOX jumping 4.21% to lead gains and TSMC ADR surging 6.33%. October nonfarm payrolls beat expectations, the unemployment rate fell to 4.1%, and markets see about a 70% chance of a Federal Reserve rate hike in December.
US stocks closed mixed on Friday, with nonfarm payrolls beating expectations. The Nasdaq rebounded 1% led by chip stocks, and the Philadelphia Semiconductor Index surged 4.21%, though still down for a fourth straight week. The Dow fell 0.46%, the S&P rose 0.31%, the unemployment rate dropped to 4.1%, and rate-hike expectations rose to 78%.
Democrats scored a big win in the midterm elections, sparking fears of tighter data-center regulation. AI and semiconductor stocks were dumped, with $3.5 trillion in global market value wiped out in a single day. Japan's Nikkei plunged 3,643 points, its third-largest point drop on record, as selling spread across Asia and hit Taiwan and South Korea.
Democrats scored a major victory in the US midterm elections, with Texas, Ohio, and Georgia electing female governors who advocate pausing data center construction. Hsieh Chin-ho warns that if the three states jointly impose restrictions, it could impact US AI buildout and Taiwan's supply chain, with the Philadelphia Semiconductor Index already correcting first.
The US Democratic Party scored a major victory in the midterm elections, with markets fearing tighter AI regulation and curbs on data center construction. US stocks plunged across the board on Thursday, with the Dow, S&P, Nasdaq and Philadelphia Semiconductor Index all falling sharply, and the Magnificent Seven tech giants shedding about 1.04 trillion dollars in combined market value.