US GOVERNMENT IS $716.8B AWAY FROM THE $41.1T BORROWING LIMIT AS OF NOVEMBER 10TH
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NASDAQ CLOSES 0.41% LOWER AT 25,362.36, DOWN 103.83 POINTS

S&P 500 CLOSES 0.34% LOWER AT 7,593.63, DOWN 25.75 POINTS

DOW JONES CLOSES 0.35% LOWER AT 52,303.93, DOWN 182.56 POINTS
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NY FED: THE FEDERAL RESERVE DID NOT INTERVENE IN FX MARKETS DURING Q3; US TREASURY PURCHASED JAPANESE YEN IN FX MARKETS DURING THE SAME PERIOD.
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ANTHROPIC’S IPO IS ABOUT SIX TIMES OVERSUBSCRIBED.
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CISCO Q1 ADJUSTED EPS $1.40, ABOVE ESTIMATE OF $1.32, WITH REVENUE $18.50 BLN, ABOVE ESTIMATE OF $18.13 BLN, AND PRODUCT REVENUE $14.67 BLN ABOVE ESTIMATE
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CISCO SEES Q2 ADJUSTED EPS $1.34 TO $1.36 AND Q2 REVENUE $18.0 BLN TO $18.2 BLN, BOTH ABOVE ESTIMATES, AND RAISES ITS FY ADJUSTED EPS GUIDANCE TO $5.47 TO $5.53 FROM $5.05 TO $5.11
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APPLIED MATERIALS Q4 2026 NET SALES $10.41 BLN, ABOVE ESTIMATE OF $10.27 BLN, WITH ADJUSTED EPS $4.16, ABOVE ESTIMATE OF $4.06, AND SEMICONDUCTOR SYSTEMS NET SALES $8.00 BLN
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APPLIED MATERIALS SEES Q1 NET SALES $10.60 BLN TO $11.60 BLN, THE MIDPOINT ABOVE ESTIMATE OF $10.87 BLN
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WALL STREET FELL AS A LEADERSHIP ISSUE AT NVIDIA DAMPENED ENTHUSIASM FOR RISKIER NAMES AND OIL PRICES ROSE, LIFTING TREASURY YIELDS, WITH NVIDIA DOWN 4.3% AMID THE JENSEN HUANG MATTER AND MOST S&P 500 COMPANIES DECLINING
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A SPIKE IN ENERGY EXPENSES ADDED TO THE NEGATIVE SENTIMENT, AS TRUMP SAID THE U.S. DOES NOT REQUIRE A DEAL WITH IRAN, WITH BOND YIELDS CLIMBING AS MARKETS BRACED FOR THE FED TO ACCELERATE RATE HIKES TO REDUCE INFLATION
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THE ANTHROPIC IPO HAS REPORTEDLY RECEIVED AROUND SIX TIMES THE NUMBER OF ORDERS FOR THE AVAILABLE SHARES AS INTEREST GROWS IN WHAT MAY BE THE LARGEST FIRST-TIME SHARE SALE EVER
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EXXONMOBIL HAS MADE A FINAL INVESTMENT DECISION FOR ITS LONGTAIL DEVELOPMENT OFFSHORE GUYANA, PLANNING AN ADDITIONAL $12.50 BLN INVESTMENT, WITH THE PROJECT EXPECTED TO INCLUDE ABOUT 45 SUBSEA WELLS
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EXXONMOBIL SAYS THE LONGTAIL FPSO WILL PROCESS 1.2 BLN SCF/DAY OF GAS AND PRODUCE UP TO 250,000 BPD OF CONDENSATE, AS THE EIGHTH STABROEK BLOCK DEVELOPMENT, EXPECTED ONLINE IN 2030, WITH WHIPTAIL ANTICIPATED TO BEGIN PRODUCTION IN 2027 AND HAMMERHEAD EXPECTED IN 2029
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THE DOJ IS TO SEIZE $1.2 BLN WORTH OF CRYPTOCURRENCY STOLEN FROM BINANCE, REPORTING ACTIONS TO DISRUPT NORTH KOREA’S CRYPTOCURRENCY THEFT
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NSCALE LIMITED, AS OF SEPTEMBER 30, EXPECTS TOTAL CAPITAL SPENDING OF ABOUT $19 BLN TO $21 BLN TO FINISH DEVELOPMENT OF CONTRACTED DATA CENTER SITES
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NSCALE SAYS IT EXPANDED ITS CLOUD IN H2 2026 WITH MULTIPLE MULTI-BILLION-DOLLAR DEALS INVOLVING AI-NATIVE AND FRONTIER MODEL LAB CLIENTS
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CANADA’S INDUSTRY MINISTER JOLY SAYS STELLANTIS IS IN DEFAULT OF A CANADIAN FUNDING AGREEMENT AND ON THE HOOK FOR HUNDREDS OF MILLIONS, ADDING THAT CANADIAN AND ONTARIO MINISTERS WILL MEET THE STELLANTIS GLOBAL CEO
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Microsoft Says Servers Brought Back Online May Experience Further Disruptions When Traffic Resumes
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TRUMP, ON IRAN, SAYS QATAR, UAE AND BAHRAIN PREFER A WAITING PERIOD, THAT ENDING THE WAR IS TAKING LONGER AT THE REQUEST OF SOME NATIONS, AND THAT THOSE NATIONS ASKED HIM TO WAIT THOUGH HE IS UNSURE HE AGREES, ADDING HE IS ENDING THE IRAN WAR “A LITTLE BIT MORE CIVILLY”
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TRUMP SAYS GAS PRICES SEEMED TO HAVE THE BIGGEST IMPACT ON THE MIDTERMS, AND THAT THE IRAN WAR MAY HAVE BEEN UNPOPULAR BECAUSE OF GAS PRICES
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