DELL is down 42% on the month

Taiwan Stock Exchange Weighted Index narrows losses, currently down 3.1%

Over two-thirds of banks favor one central XVA desk, survey finds

https://www.risk.net/benchmarking/xvas/7964382/most-dealers-run-central-xva-desks-but-remits-vary

Comprehensive list of hedge funds blowing up this week, getting large redemptions, or shutting down PMs:
Axebrook
Walleye
Engineers Gate
Lone Pine
Millennium internal pods
Verition pods
Samlyn
https://x.com/specialsitsnews/status/2118415084280242230?a=rrW-5cN9-51apD6uadY&s=46

Pain cascaded across the industry in October, as a broad tech selloff collided with a shock election in Brazil and violent protests in France, bruising many of the world’s sharpest money managers.

https://www.bloomberg.com/news/articles/2026-11-06/crowded-hedge-fund-trades-are-unwinding-fast-after-ugly-october

Tech Hedge Funds Wipe Out Their Entire 2026 Gain As Nasdaq Suffers Worst Day Since Covid

https://www.zerohedge.com/markets/round-trip-tech-hedge-funds-wipe-out-their-entire-2026-gain-nasdaq-suffers-worst-day-covid

Asian hedge fund Aspex suffers 16% loss in October tech rout, source says

https://www.reuters.com/world/china/asian-hedge-fund-aspex-suffers-16-loss-october-tech-rout-source-says-2026-11-06/

A market rout in October forced hedge funds to unwind positions at the highest rate in years and cut staff

https://www.wsj.com/finance/investing/hedge-funds-dump-positions-and-cut-staff-as-selloff-deepens-7eb14493

Tiger Global and Whale Rock were among stock-picking hedge funds that were pummeled last month as concerns over AI investments roiled markets

https://www.bloomberg.com/news/articles/2026-11-05/tiger-global-whale-rock-battered-by-ai-fears-in-painful-october

Taiwan stocks end 4.5% lower after trimming early declines

South Korea suspends brokerage margin maintenance to stem forced sell-offs
Three-month relief lets brokerages ease collateral demands to avoid mass margin liquidations
https://biz.chosun.com/en/en-policy/2026/11/06/7CJGSP6L7JAXHPBAW7LYYHEL3I/

SoftBank credit risk jumps to 4-year high as AI fears roil market

The cost of insuring against a default for tech investor SoftBank Group jumped to its highest in four years on Friday as worries about AI profitability roiled the world's financial markets.
The 5-year credit default ​swap spread for SoftBank rose by 17.4 basis points to 462 bps, according to Markit ​data, the widest since October 2022.

https://www.reuters.com/business/media-telecom/softbank-cds-softbank-cds-2026-11-06/

Somewhere down town

Elizabeth Warren’s Power in New Senate Is a Wall Street Nightmare

https://www.wsj.com/politics/policy/elizabeth-warrens-power-in-new-senate-is-a-wall-street-nightmare-dff8fb6e

Jim Cramer says the AI sell-off isn't over, but it isn't another dot-com crash

https://www.cnbc.com/2026/11/05/jim-cramer-ai-stocks-sell-off.html