CITADEL WIRE

2026-11-13 23:00 UTC | BLOCK 975718 BITCOIN $68,244 | GOLD $3,884 | OIL $93.30

1. Hungary Seizes $19.5 Million in Cash Buried in Forests in Orbán-Era Graft Case -- Hungary's anti-corruption agency said it found the cash — forints, euros and dollars — buried in forests, hidden in farm and warehouse buildings and stored in safes while investigating Miklós Seszták, national development minister from 2014 to 2018, over alleged bribes tied to inflated bus purchases. -- The seizures hand prosecutors physical evidence and raise legal exposure for other Orbán-era officials already in custody; they also show illicit proceeds moving outside the banking system, where tracing depends on searches rather than transaction records.

2. Europe Picks Five-Nation Team for Ukraine Talks, Testing Moscow's One-Envoy Demand -- European Council President António Costa said Brussels will send diplomats from the EU plus the UK, France, Germany, Italy and Poland to upcoming Ukraine talks, after EU leaders agreed Europe must speak with one clear and united voice. -- Moscow had demanded a single European representative, so a six-delegation team preserves broad representation but gives the Kremlin grounds to dispute the format, and it seats European capitals inside a process where Washington and Moscow are still scoping sanctions relief and security guarantees.

3. Fed Survey Lifts AI to Top Financial-Stability Risk -- A Federal Reserve survey found AI risks are now the biggest threat to the financial system, as Wall Street watches stretched hyperscaler valuations and communities brace for the rapid spread of data centres. -- The ranking puts model and infrastructure concentration alongside credit and rate risk at a moment when data-centre debt trades above 16%; a repricing would hit the same operators already funding unbuilt capacity.

4. US Air Force Responds to Suspected Drone Activity at RAF Lakenheath -- The US Air Force said it responded to suspected unauthorized drone activity at the Suffolk base on Friday night and that no personnel, aircraft or infrastructure were affected. -- Lakenheath hosts US fighter squadrons and sits near North Sea approaches where Russian submarines and undersea cables converge, so the security risk of repeated incursions lands on the same infrastructure as seabed protection.

2026-11-13 22:00 UTC | BLOCK 975714 BITCOIN $68,400 | GOLD $3,877 | OIL $93.55

1. Tanker Strikes Docked New Orleans Cruise Ship With 130 Aboard; Rescues Under Way -- The Atlantic Asphalt collided with American Cruise Lines' American Heritage at about 12:30pm local time, rolling the docked riverboat onto its side with roughly 129 passengers plus crew aboard, and emergency crews pulled people from the water. -- The Mississippi at New Orleans is one of the busiest bulk export corridors in the country, and with the tanker held mid-channel by two tugs the port must manage traffic around a live casualty scene; the Coast Guard, not the operator, will establish cause and injury totals.

2. Meta Tests a Prediction-Market App as Regulators Fight Over Event Contracts -- Meta employees are testing a prediction-market app, the Wall Street Journal reported, entering a product the Commodity Futures Trading Commission is policing while also suing states to keep the category under federal jurisdiction. -- Liquidity decides whether event contracts work, and a Facebook or WhatsApp entry point delivers users that Kalshi and Polymarket must otherwise buy; it also parks Meta inside the CFTC's pre-emption fight, where Arkansas has already been sued.

WEEKLY WIRE | 2026-11-13 | BLOCK 975709 BITCOIN $68,870 | GOLD $3,874 | OIL $93.33 | S&P 500 $7,546 | US 10Y 5.16%

NEWS

1. Nvidia Leadership Vacuum Widens Into Export-Control Reckoning -- Jensen Huang resigned as Nvidia chief executive after reports of affairs, including one with a woman alleged to be a Chinese spy; the board approached Arm chief Rene Haas as a possible successor but told CNBC it had not selected a search firm. -- Market impact and security risk: the unresolved succession leaves a central AI supplier without permanent leadership as Scott Bessent accuses Howard Lutnick's Commerce Department of delaying Megaspeed's entity listing, making December congressional hearings a test of customer screening, export enforcement and cabinet accountability.

2. Ukraine Talks Open as Europe Forms Joint Negotiating Team -- Ukraine and Russia held their first direct talks since February with the United States participating and a new European security architecture under discussion; Germany, France, Britain, Italy, Poland and EU institutions later agreed to represent Europe jointly, while Moscow demanded a single European envoy. -- A joint team gives European governments a route back into negotiations from which they had been excluded, but Russia's format demand and unresolved questions over territory, ceasefire sequencing and security guarantees leave the talks far short of a settlement.

3. Oil Swings to Surplus as Hormuz Mining Underscores Supply Risk -- Global oil markets swung to surplus as Gulf shipments rebounded, but International Energy Agency analysts warned that stockpiles depleted by the US-Iran war will take months to rebuild; separately, the Revolutionary Guards said a liquefied-gas carrier caught fire after hitting mines in the Strait of Hormuz. -- Recovered loadings do not eliminate the security premium: low inventories and continued maritime hazards leave freight, insurance and crude prices vulnerable to another disruption before the surplus can rebuild a meaningful cushion.

4. Treasuries Head for Worst Week Since April as Yields Reach 5.17% -- Higher-than-expected inflation and hawkish Federal Reserve remarks drove a renewed bond selloff, putting US Treasuries on course for their worst week since the April tariff shock and lifting the 10-year yield to 5.17%. -- A benchmark yield above 5% raises mortgage and corporate refinancing costs and tightens financing for debt-heavy AI infrastructure, with traders increasingly weighing another Federal Reserve rate increase in December.

5. Supreme Court to Review Trump's Border Asylum Ban -- The court agreed on November 13 to hear the administration's appeal of lower-court rulings that found the executive order banning asylum applications at the US-Mexico border illegal. -- Legal exposure and policy: the case will test whether a president can suspend access to asylum by executive order, with the outcome shaping border processing and the judiciary's ability to enforce statutory immigration protections.

6. Microsoft 365 Outage Exposes Concentration Risk Across Essential Services -- A global outage disrupted Outlook, Teams and other Microsoft 365 services across 74 countries, affecting hospitals, schools, police and businesses; Microsoft apologized, attributed the failure to a technical issue rather than cyber or AI activity, and reported broad recovery. -- Technology and security risk: email also anchors password resets, procurement and government communications, so a shared-capacity fault became a cross-sector continuity failure and demonstrated why fallback channels must sit outside the same cloud stack.

7. Trezor Confirms Crypto-Stealing Implants in Three Safe 5 Wallets -- Three Safe 5 devices sold by Southeast Asian reseller CryptoBilis contained malicious hardware implants designed to steal recovery phrases and send them to attackers over cellular networks, Trezor confirmed while releasing a fix. -- Anyone who initialized a suspect device should treat its phrase as compromised and move assets to a newly generated wallet; re-flashing cannot undo an exposed seed, and sealed retail packaging alone does not establish hardware provenance.

8. Bitcoin Core Discloses Mining, Tor and Block-Relay Vulnerabilities -- The disclosures cover a high-severity flaw that could halt block-template creation on mining nodes after certain reorgs, erroneous whitelist permissions for inbound Tor peers and a witness-malleation processing stall; fixes appeared in 29.2 and 30.0, with the first two also fixed in 28.3. -- All affected release series are now end-of-life, so miners and reachable node operators should upgrade to maintained versions rather than rely on partial mitigations, particularly where template failure or weakened Tor permissions could disrupt production or privacy.

9. US Agrees to End Coerced Censorship of ICE-Reporting Platforms -- The government agreed on November 12 to make permanent an injunction protecting Mark Hodges' Eyes Up app and Kae Rosado's nearly 100,000-member ICE Sightings-Chicagoland Facebook group, resolving a FIRE lawsuit over official pressure on Apple and Facebook. -- The order bars renewed coercion in this case and leaves intact district-court findings that the plaintiffs were likely to prove a First Amendment violation, but it does not create a nationwide appellate precedent against similar government pressure.

SOFTWARE

10. Lightning Dev Kit 0.2.8 and 0.1.14 -- The security releases for LDK's 0.2 and 0.1 branches fix vulnerabilities that could cause loss of funds or denial of service, along with cooperative-close and route-hint issues; 0.2.8 also addresses static BOLT12 invoice fee overpayment and LSPS2 denial-of-service flaws. -- Wallet and service operators can obtain the fixes without adopting the 0.3 release candidate, but should upgrade and test cooperative closes and BOLT12 payment paths before returning affected systems to normal operation.

EDITOR WIRE | 2026-11-13 | BLOCK 975714 BITCOIN $68,406 | GOLD $3,877 | OIL $93.55 | S&P 500 $7,528 | US 10Y 5.15%

FAA halts departures nationwide after air traffic communications problem

The FAA ordered a nationwide departure ground stop on November 13 after a communication issue affected all Air Route Traffic Control Centers, Transportation Secretary Sean Duffy said. The agency’s advisory index listed the national order at 20:54 UTC, or 3:54 p.m. Eastern; Duffy said at 21:16 UTC that FAA technicians were investigating.

The restriction holds aircraft at their departure points; it is not an announcement that every plane already flying has been grounded or that U.S. airspace has closed. Inbound international flights are being handled case by case, the FAA said. CNBC reported that the agency cited “extraordinary circumstances” and safety concerns.

The nationwide scope suggests a failure involving shared communications infrastructure rather than an isolated airport problem. That is a working hypothesis, not an official finding; the available evidence does not establish a hardware failure, telecommunications outage, software error or cyberattack.

For travelers, the immediate problem is departures that cannot leave, with potential knock-on delays to connections and later flights. The FAA’s airport-status page also showed equipment-outage ground stops at Chicago O’Hare and Midway. Passengers should check their airline’s live flight status rather than assume the restriction means their individual flight has been cancelled.

No verified nationwide lifting announcement had been located by the 21:23 UTC check. The communications fault’s underlying cause and a reliable restart time remained unconfirmed. A printed advisory window is not a promise that departures will resume at its end: FAA procedures require approval to release ground-stopped aircraft and an advisory when a national stop is cancelled.

Sources:

https://nasstatus.faa.gov

https://www.cnbc.com/2026/11/13/faa-ground-stop.html

https://x.com/SecDuffy/status/2121351591106072679

https://www.fly.faa.gov/adv/adv_list?whichAdvisories=ATCSCC&advisoryCategory=All&date=2026-11-13&airflow=true&_airflow=on&ctop=true&_ctop=on&gStop=true&_gStop=on&gDelay=true&_gDelay=on&route=true&_route=on&other=true&_other=on

https://www.faa.gov/air_traffic/publications/atpubs/foa_html/chap18_section_13.html

2026-11-13 21:00 UTC | BLOCK 975708 BITCOIN $68,924 | GOLD $3,880 | OIL $93.31

1. Mine Strike Sets Gas Tanker Ablaze in Strait of Hormuz, IRGC Says -- A liquefied gas carrier caught fire in the Strait of Hormuz after hitting naval mines, according to Iran's Revolutionary Guard Corps, adding another damaged vessel to a waterway already disrupted by attacks on shipping. -- Roughly a fifth of global oil moves through Hormuz, and war-risk cover is priced per voyage, so a gas carrier damaged by mines widens the exposure beyond crude and raises landed costs for Asian buyers even while the oil market runs a surplus.

2. Supreme Court Takes Up Trump's Asylum Ban at the Mexico Border -- The justices agreed Friday to consider the administration's appeal of lower court rulings that found the executive order barring asylum applications at the US-Mexico border illegal. -- A ruling for the White House would let removals proceed without asylum screening, forcing migrants to pursue protection from abroad; a loss restores border processing as detention space and immigration courts remain stretched.

3. Cloudflare Open-Sources Kitesurf Browser Built for AI Agents -- Cloudflare published its experimental Kitesurf browser engine on GitHub under the Apache 2.0 licence, letting developers inspect the code, run it locally or deploy their own instances on Workers after promising an open release in August. -- Running pages inside Workers instead of browser containers cuts the memory and CPU an agent burns per site, so an open engine lowers the cost of autonomous browsing and offers operators an auditable alternative to Chromium while Cloudflare keeps selling the managed service.

4. Federal Officials Agree to Stop Censoring Facebook Group Reporting ICE Activity -- The Foundation for Individual Rights and Expression said federal officials agreed to end censorship of a Facebook group and companion app used to report Immigration and Customs Enforcement activity. -- Volunteer trackers fill gaps in official custody data, so restrictions on them change how quickly families and lawyers learn about arrests; the agreement leaves other groups without a standing disclosure duty and puts platform and agency pressure on notice.

2026-11-13 20:00 UTC | BLOCK 975703 BITCOIN $69,020 | GOLD $3,879 | OIL $93.00

1. Trump Bought Nvidia Stock Before His Administration Lifted Chip Curbs -- Trump bought between $1m and $5m of Nvidia shares in the days before his administration scrapped a Biden-era rule curbing exports of the most advanced AI chips to China, and at least three further tranches of $250,001 to $500,000 after announcing H200 sales would be allowed, an analysis of his financial disclosures found. -- The trades put the president's own portfolio inside a policy fight Congress is now writing into statute, and Trump was briefed twice by intelligence officials on Alice Huang's suspected Chinese ties without acting; the anti-corruption group DeKleptocracy argues the disclosure record hands Democratic committees a subpoena target in January alongside the export-control files.

2. Moscow Tells Europe to Pick One Envoy if It Wants a Seat at Ukraine Talks -- Russia said European governments must settle on a single representative to be admitted to the negotiations, as EU foreign policy chief Kaja Kallas said Vladimir Putin will not speak to her because she is "strong", the Financial Times reported. -- One envoy for 27 member states collapses the bloc's weight into a single chair Moscow can pick, and the demand arrives as Kallas presses for a ceasefire before any security architecture is negotiated — the reverse of Russia's preferred order of talks.

3. Eisenkot Calls Netanyahu's Push Against Palestinian Israelis 'Anti-State' -- Prime-ministerial mandate holder Gadi Eisenkot accused Netanyahu's Likud of marginalising and smearing Palestinian citizens of Israel, calling the effort an "anti-state act", Al Jazeera reported. -- Eisenkot's 67-seat opposition bloc needs the Arab-led parties to hold the Knesset and take the speaker's chair, so the framing previews the price of that support — budget terms and Arab-sector spending — before any government is sworn in.

2026-11-13 19:00 UTC | BLOCK 975700 BITCOIN $68,878 | GOLD $3,884 | OIL $93.05

1. Treasuries Head for Worst Week Since April as 10-Year Yield Hits 5.17% -- US government bonds were set for their worst week since Trump's "liberation day" tariff shock, with the 10-year Treasury yield at 5.17% as traders weighed October producer prices up 0.3% on the month and 6.5% annually, the Financial Times and CNBC reported. -- Above 5%, the benchmark resets mortgage and corporate refinancing costs and raises the discount rate on AI data-centre debt already trading above 16%; the move also runs straight into a December Fed decision that officials have put near fully priced.

2. PostgreSQL Patches 52 Flaws Including 22-Year-Old Remote-Execution Bug -- PostgreSQL released updates fixing 52 security flaws, among them CVE-2026-6460, a type-confusion bug rated 8.8 that lets any database user able to create objects run code on the server with the database's privileges, The Hacker News reported. -- Full protection also requires rebuilding every installed C-language extension, so a package update alone leaves the hole open on self-hosted deployments; operators should patch, rebuild extensions and check for code planted before the fix landed.

3. NHS Reverts to Paper as Microsoft Apologizes for Record 365 Outage -- NHS trusts reported serious and widespread disruption with staff falling back on paper records and fax machines, and court and rail services were also hit, as Microsoft said it was "deeply sorry" for a global 365 outage it called the longest in company history, the Guardian and CNBC reported. -- Clinical and court workflows revert to paper within hours when one vendor's shared capacity fails, and Microsoft attributed the fault to load rather than an attack; continuity plans built on the same vendor's cloud, including Copilot seats, fail with the mailbox.

4. Prosecuted Journalist Fronts Press-Freedom Video Series -- Independent journalist Georgia Fort, being prosecuted in a legally dubious Minnesota case over her coverage of a January church protest against immigration enforcement and previously hit with secret subpoenas, is fronting a video series with the U.S. Press Freedom Tracker, the Committee to Protect Journalists and Protect Democracy. -- No federal shield law means prosecutors and civil litigants alike can compel source disclosure — a fight running now in Catherine Herridge's contempt appeal, which carries an $800-a-day fine; Fort's case puts a name and a docket behind the legislative push for one.

2026-11-13 18:00 UTC | BLOCK 975696 BITCOIN $68,666 | GOLD $3,883 | OIL $93.20

1. Nvidia Approaches Arm Chief Haas to Replace Ousted Huang -- Nvidia has approached Arm chief executive Rene Haas to succeed Jensen Huang, the Financial Times reported, after Huang resigned over two extramarital affairs and the board named finance chief Colette Kress as interim CEO. -- Haas runs a SoftBank-owned designer whose architecture underpins Nvidia's rivals as well as its Grace CPUs, so hiring him would open a second leadership search across the chip supply chain while Nvidia rebuilds the technical bench that memory suppliers and cloud tenants rely on.

2. Car Bombings in Russia Kill Military Officer and Wound Ex-Ukraine PM Adviser -- A series of car bombings in Russia killed a military officer and injured a former adviser to Ukraine's prime minister, with Moscow blaming Kyiv for the attacks, Al Jazeera reported. -- The attacks carry the assassination campaign from the front line into Russian cities, raising the security bill for officers and officials and giving Kyiv a low-cost way to show reach while the Kremlin refuses territorial concessions in US-mediated talks.

3. Turkey and Qatar Sign Mutual Defence Pact -- Turkey and Qatar signed a mutual defence agreement in Istanbul on Friday after President Recep Tayyip Erdogan met Emir Sheikh Tamim bin Hamad Al Thani, Al Jazeera reported. -- The pact gives Doha a second security guarantor beside Washington's al-Udeid base and extends Ankara's military footprint down the Gulf, complicating force planning for a peninsula that hosts the largest US air hub in the region.

4. CFTC Sues Arkansas to Assert Federal Grip on Prediction Markets -- The Commodity Futures Trading Commission sued Arkansas as it defended federal jurisdiction over prediction markets, escalating a fight with states over event contracts. -- A federal win would pre-empt state gaming regimes and give venues such as Kalshi one national rulebook; a loss leaves them licensing product by product across 50 regulators and hands state attorneys general a template for narrower offerings.

2026-11-13 17:00 UTC | BLOCK 975694 BITCOIN $68,630 | GOLD $3,883 | OIL $93.21

1. Bessent Blames Commerce for Delayed Megaspeed Blacklist as Nvidia Fallout Splits Cabinet -- Treasury Secretary Scott Bessent told CNBC that several government agencies had favored putting Nvidia customer Megaspeed on the US entity list "for months" and blamed the Commerce Department for the delay, while criticizing chip "leakage" to China; a classified Senate briefing that was to include Commerce export-control official Jeffrey Kessler was postponed. -- The entity list reaches the cloud brokers renting Nvidia capacity to Chinese developers rather than Nvidia itself, and Bessent's public blame shifts the fight inside the cabinet days before Commerce Secretary Howard Lutnick is due before senators.

2. OpenAI Opens ChatGPT Wallet to Let Its AI Agents Buy for Users -- OpenAI launched ChatGPT Wallet, a payments feature that lets its "dots" agents make purchases on users' behalf, with American Express, Mastercard and Visa as partners; cardholders keep their existing card rewards. -- An agent holding stored payment credentials moves fraud and chargeback risk onto issuers and merchants and pushes authorization onto software acting without a fresh prompt; the wallet also makes OpenAI a checkout layer rather than only an interface.

3. France Asks Brussels to Find Algeria in Breach of EU Association Agreement -- Paris asked the European Commission to examine Algeria's non-compliance with the EU association agreement, after Algiers imposed a near-blanket ban on French imports in July and suspended urea shipments to France last month. -- The association deal gives Brussels a legal channel that bilateral retaliation lacks; urea is a direct farm input, so the suspension reaches French planting costs before any ruling does.

4. OpenSats Spotlights Developer Building Nostr Proxy That Reaches Tor Relays -- OpenSats published a developer profile of Arjen, who is building TollGate and FIPS to route nostr messages to Tor relays without a local Tor client, with proxy operators paid per minute in cashu ecash. -- A proxy hides a user's IP but can read traffic unless the relay is addressed by public key and requests are encrypted to it; the paid-ecash model creates a market for exit capacity, shifting censorship resistance onto relay operators who can be blocked or priced out.

2026-11-13 16:00 UTC | BLOCK 975691 BITCOIN $68,598 | GOLD $3,877 | OIL $94.02

1. Trezor Confirms Implants in Resold Wallets That Copy Recovery Phrases -- Trezor said three Safe 5 wallets bought from reseller CryptoBilis contain an extra circuit board that lifts the recovery phrase off the wallet's screen and relays it over the mobile network to a server the attackers control, after examining one unit in its lab and identifying the other two, The Hacker News reported. -- A sealed retail box no longer proves provenance: the implant sits between the display and the secure element, so restoring a seed phrase into a supposedly new device is the exposure. Buyers of affected units should treat any phrase entered on them as burned and move funds to a wallet generated fresh rather than re-flashing the hardware.

2. Microsoft Says Outlook Queues Easing as Global 365 Outage Enters a Second Day -- Microsoft said email queues were "approaching normal levels" while Exchange Online, Teams and Copilot stayed degraded across 74 countries, the German government said it anticipated "a very big impact" on Europe's largest economy, and the company ruled out a cyber-attack. -- Mail is the reset path for banking, procurement and government logins, so a second day pushes password resets and vendor verification onto fallback channels. Bundling Copilot into the same estate also takes paid AI seats down with the mailbox, and each further day prices continuity risk into a service sold as infrastructure.

3. Germany's Spy Agencies Win Sweeping New Powers to Surveil and Disrupt -- A reform approved in Berlin bolsters German surveillance and permits disruptive operations against adversaries, the Financial Times reported, widening a mandate that had largely been confined to collecting and analysing traffic. -- Disruption authority lets an agency act on a network instead of watching it, which reaches foreign operators whose infrastructure transits German-collected links and the vendors supplying it. The trade-off is a broader remit resting on executive authorisation rather than the evidence standard a criminal warrant demands.

2026-11-13 15:00 UTC | BLOCK 975684 BITCOIN $69,118 | GOLD $3,888 | OIL $94.30

1. Producer Prices Climb 6.5% Annually as October Wholesale Costs Top Forecast -- US producer prices rose 0.3% in October, below the 0.4% Dow Jones consensus, while the annual rate climbed to 6.5%, the highest in nearly four years, CNBC reported. -- Pipeline costs are running hotter than the Fed's target and reinforce the case for a December rate increase; producers that cannot pass the increases through will absorb them in margins, while those that can extend the inflation chain into consumer prices.

2. Mossad Chief Flies to Washington as Netanyahu Presses Trump to Restart Iran War -- Mossad director Roman Gofman arrived in Washington Friday for talks with senior Trump administration officials, meeting CIA Director John Ratcliffe and expected to see envoy Steve Witkoff in Miami, Axios reported; Netanyahu is pressing Trump to resume combat, while Trump has so far kept to the naval blockade and economic pressure. -- A return to strikes would put Hormuz war-risk cover and tanker routing back at the centre of oil pricing, whereas the blockade keeps supply moving but leaves the market paying for interdiction rather than a settlement; Brent at $94.30 has little premium to absorb a decision either way.

3. CFTC Chair Says Crypto Firms Are Opting Into Agency Rules as Legislation Stalls -- CFTC Chair Selig told CNBC the crypto industry is embracing the agency's rulemaking as hopes fade for market-structure legislation, after the commission proposed rules in October asserting jurisdiction over the asset class. -- Agency rules can set a perimeter without Congress, but they remain reversible and leave state regulators pursuing overlapping claims; firms that build compliance around them still lack the statutory certainty a bill would provide.

CODE WIRE | BLOCK 975684 BITCOIN $69,288 | GOLD $3,888

transformers v5.23.0 -- Transformers is a model-definition framework for text, computer vision, audio, video and multimodal machine learning, supporting inference and training. -- Exports now return a callable ExportedModel that supports Hub sharing and reloading on its backend runtime, with a common API for Dynamo, ONNX Runtime, OpenVINO and ExecuTorch. -- GitHub: https://github.com/huggingface/transformers/releases/tag/v5.23.0

2026-11-13 14:00 UTC | BLOCK 975679 BITCOIN $69,355 | GOLD $3,890 | OIL $93.61

1. Developers Set Testnet5 Genesis Block to Mine at Today's Difficulty Adjustment -- Anthony Towns posted a plan to mine the testnet5 genesis block once mainnet reaches its next difficulty adjustment at block 975,744, expected on 13 November, with the block committing to a mainnet hash at or after that height so no one can mine ahead. -- Testnet5's minimum difficulty is roughly a million times testnet4's, so the first blocks need ASIC hashrate and Towns opened a public pool to deny developers a head start; nodes still require parameters, BIP54 cleanup logic, seeds, faucets and explorers before it can replace testnet4.

2. FTC Moves to Block $3.5 Billion Veterinary Supply Merger -- The Commission plans to file suit later on 13 November to stop CD&R- and TPG-owned Covetrus from acquiring MWI Veterinary Supply, citing higher costs for pet owners and clinics and a highly concentrated distribution market, people familiar with the matter said. -- Both firms are national suppliers of veterinary drugs and equipment, so the theory turns on how few alternatives a clinic has at the point of purchase; a second suit against a $5 billion office-supply deal is being prepared on the same concentration argument.

2026-11-13 13:00 UTC | BLOCK 975671 BITCOIN $69,262 | GOLD $3,896 | OIL $93.87

1. Iran Destroys US Radar in Bahrain and Warns of Unrestrained Response -- Iran's Islamic Revolutionary Guard Corps said it destroyed a US early-warning radar in Bahrain in retaliation for a US airstrike on a communications tower at Sirik overlooking the Strait of Hormuz, its first direct attack on US installations in months. -- Hitting the radar rather than a base targets the sensor chain that air defenses and shipping escorts rely on; with no ceasefire, each exchange lifts per-voyage war-risk cover before it reaches crude, and the Assembly of Experts' call to review NPT membership adds a nuclear track to the retaliation.

2. Ukraine Strikes Russian Warship in Gulf of Finland as Drones Reach Baltic -- Ukraine's Security Service struck the Buyan-M-class missile ship Naro-Fominsk in the Gulf of Finland, Finland's military said it detected the attack, and drones set fire to the Baltic port of Ust-Luga, damaging five fuel tanks according to Ukraine's General Staff. -- Ust-Luga is a key oil and grain outlet at the narrow eastern end of the Baltic, so the strike puts export logistics and NATO airspace spillover in the same problem; insurers and shippers must price stray drones over Finland and the Baltic states as well as damage at the terminal.

3. SilentAir Hijacks Asian Telecom Networks to Intercept SMS 2FA Codes -- Enea said a state-level group it named SilentAir used hacked equipment inside mobile operators in at least six Asian countries to intercept calls and texts, mostly of Taiwanese users. -- Carrier-level interception bypasses handset security and reaches the SMS codes used for banking and government logins, so users' two-factor fallback is compromised before any endpoint check runs; operators need equipment audits and authenticator apps that do not rely on SMS.

4. Bitcoin Developers Draft Anti-Exfiltration Signing BIPs as Core Discloses Three Flaws -- Bitcoin developers published two draft BIPs to standardize exfiltration-resistant hardware signing and disclosed three Bitcoin Core vulnerabilities fixed in 29.2 and 30.0, including a high-severity bug that stopped mining nodes from building block templates after reorgs. -- The signing proposal lets a host contribute nonce randomness and verify the device used it, attacking the assumption that a compromised signer can be trusted with its own nonce; the Core bug shows mining infrastructure can stall after a chain reorg, so operators still on the end-of-life 28.x or 29.x series should upgrade.

5. Microsoft Shares Slump as Global 365 Outage Enters Second Day -- Microsoft reported "encouraging recovery progress" while warning fixes were still not behaving as expected, as Outlook, Teams and Copilot remained disrupted worldwide and the stock fell in premarket trading. -- Email is the reset path for banking, government and SaaS logins, so a second day strands password resets and purchase verification along with inboxes; bundling Copilot into the same fault also takes paid AI seats offline with the mailbox, and the share decline prices continuity risk rather than the cyberattack Microsoft has ruled out.

2026-11-13 12:00 UTC | BLOCK 975667 BITCOIN $69,260 | GOLD $3,889 | OIL $93.63

1. Senate Republicans Draft a Defense-Only Bill as Trump Seeks $350 Billion for the Iran War -- Senate Republicans are working on a defense-only appropriations bill after President Donald Trump requested $350 billion to replenish the military following nine months of war with Iran, Semafor reported. -- Splitting defence from the rest of the budget would leave domestic agencies on a stopgap before the 11 December deadline, and borrowing for munitions lands on a Treasury market where the 10-year yield pushed back above 5% this week.

2. Check Point Ships Emergency Fixes for a Zero-Day Exploited to Gain Root -- Check Point released emergency hotfixes for a high-severity flaw attackers have used since late October to obtain root privileges and hold persistence on vulnerable devices, BleepingComputer reported. -- Root on a security gateway exposes policy, logs and the credentials traversing it, so administrators should hunt for planted accounts and scheduled jobs rather than treat installation as closure; the vendor's internet-facing appliances are a standing target for edge exploitation.

2026-11-13 11:00 UTC | BLOCK 975661 BITCOIN $69,254 | GOLD $3,901 | OIL $93.00

1. Kyiv and Moscow Agree to Widen Talks as Kallas Warns Europe Against Russia's Sequence -- Ukraine and Russia have agreed to add European countries to the next round of negotiations, while EU foreign policy chief Kaja Kallas warned Brussels against accepting Moscow's proposed order of talks, saying it would let Russia divert attention from its own actions. -- Kallas wants the ceasefire first and the wider security architecture after it; Moscow would rather open with the architecture, where its maximal demands become the baseline. If Russia's sequence holds, the terms Kyiv fights under are drafted before a truce is fixed, and Europe's seat arrives only after Washington and Moscow have scoped sanctions relief and force posture.

2. Oil Markets Swing to Surplus as Gulf Shipments Rebound -- Oil markets have flipped into surplus as Gulf loadings recover, though IEA analysts warned it will take months to rebuild stockpiles depleted by the war, the Financial Times reported. -- A surplus shaves the war premium, but inventories rather than price are the actual cushion, so a fresh Hormuz disruption would meet a system with less cover than it had a month ago. Brent at $93.00 prices interdiction rather than escalation.

3. Canada Threatens to Sue Stellantis After Jeep Output Moves to Illinois -- Ottawa said it will sue Stellantis after the automaker scrapped planned Jeep Compass production at Brampton and shifted future output to Illinois amid US auto tariffs. -- The claim tests whether a tariff-driven sourcing decision breaches commitments Canada extracted, and Ontario parts suppliers carry the exposure either way, because the line work travels with the vehicle. A ruling would set what carmakers owe when they move production across the border.

2026-11-13 10:00 UTC | BLOCK 975656 BITCOIN $68,944 | GOLD $3,896 | OIL $93.54

1. Drones Set Fire to Lukoil's Volgograd Refinery -- A drone attack overnight set the Lukoil-owned Volgograd refinery, one of Russia's largest, on fire, Ukrainian media reported, with no damage assessment published and Kyiv issuing no immediate claim. -- Repeated strikes have already idled roughly 30% of Russian refining capacity and pushed Rosneft into rationing retail sales to 30 litres a car, so each unit offline draws fuel away from the military chain and toward imports before winter demand peaks.

2. German Budget Committee Signs Off on €210 Billion in New Borrowing for 2027 -- The Bundestag budget committee approved the 2027 federal budget after a session of more than 15 hours, with new debt of just over €210 billion across the core budget and special infrastructure and military funds, the second-highest total in postwar Germany after 2021's €215.4 billion. -- Roughly a third of planned spending is borrowed and tax revenue covers less than €400 billion, so the calendar feeds Bund supply into a market where the US 10-year yield has just pushed back above 5%; borrowing routed through special funds also escapes the core-budget accounting that once capped deficits.

2026-11-13 09:00 UTC | BLOCK 975648 BITCOIN $68,700 | GOLD $3,893 | OIL $93.46

1. Microsoft Fails to Restore 365 Services as Outage Runs Into Second Day -- Microsoft said its attempts to restore Exchange Online, Teams and Copilot were "not taking as expected" and reported only "marginal success" Friday, after servers became unexpectedly unavailable worldwide; Downdetector logged about 140,000 Outlook reports across 74 countries, and Microsoft ruled out a cyber-security incident. -- Mail is the recovery route for most other logins, so a second day of degraded access sits under password resets, purchase verification and government correspondence at once. OpenAI and Anthropic reported connector failures, so the fault spreads through technology supply chains and leaves tenants on fallback channels rather than Microsoft's remediation.

2. Asian Chip Stocks Slide as Nvidia Fallout Reaches Seoul and Shenzhen -- The KOSPI closed down 52.20 points, or 0.98%, at 5,290.53 and the won weakened against the dollar as oil rose, while Chinese AI shares tumbled on fears Nvidia will cut sourcing from Chinese suppliers after chief executive Jensen Huang's resignation. Nvidia is on course for its longest weekly losing streak since 2012 with $1.6 trillion of market value gone. -- The repricing has moved from governance to the supply chain: Korean memory suppliers and Chinese server builders now carry a sourcing reset before Nvidia names a permanent chief executive, and a weaker won adds import costs to Seoul's chip input bill while the search runs.

3. SoftBank Books $3.7 Billion Charge After Overordering Gas Turbines for AI Data Centres -- SoftBank took the charge after the Japanese group ordered too many small turbines for US data centres just as the industry shifted to more energy-efficient models, the Financial Times reported. -- On-site generation was the hedge against interconnection queues that run for years, so ordering the wrong turbine class leaves capacity that costs more per megawatt to run and shows the supply-chain workaround carries technology risk on top of fuel exposure.

4. US Indictment Names Alleged Iranian Handler Behind UK Sabotage Campaign -- An updated Justice Department indictment identified Ali, the handler accused of directing the September incident at RAF Fairford, as Mohammed Ali al-Hassani, a 35-year-old Iraqi who had lived in Britain, and describes al-Saadi relaying coded instructions to associates in Iran from a New York jail cell; two Britons have been charged under the 2023 National Security Act. -- Direction from custody is the substance: seizing the commander did not idle the network, and the case puts US airbase hosting in Britain inside a live targeting problem while giving the National Security Act its first substantial prosecution.

5. Rainforest Fund Falls $2.1 Billion Short of Year-End Target as COP31 Opens -- The Tropical Forest Forever Facility holds $7.9 billion in confirmed pledges against the $10 billion in government seed capital due by the end of 2026, with Norway's $3 billion conditional on the total being reached and Germany's roughly EUR 1 billion still awaiting parliamentary approval, DW reported from the Antalya summit. -- Payments are pegged at $4 per hectare per year for intact forest verified by satellite, so the shortfall leaves forest-holding countries with an unfunded promise before any capital is invested and weakens the policy case for conservation over clearance; committed money is locked in for 40 years, the fund's defence against donor governments changing.

2026-11-13 08:00 UTC | BLOCK 975642 BITCOIN $68,964 | GOLD $3,895 | OIL $93.75

1. Russian Drone Barrage Kills One in Odesa and Wounds Children in Rivne -- Russia launched 117 drones overnight and Ukraine's air defence downed 80, with hits recorded at 24 locations; one person was killed in Odesa, two women were injured in Vinnytsia and children were among the injured after a drone struck an apartment block in Rivne, officials said. -- The size of the barrage keeps mobile fire groups working through the night, and with Patriot deliveries still years away the damage rate is set by how fast crews replace substation and heating equipment before winter peak. The strikes also land while US envoys press Moscow on a settlement.

2. Singapore Bars Alice Huang as Southeast Asia Widens Nvidia Chip Probe -- Singapore barred Alice Huang, the Megaspeed executive at the centre of the Nvidia spy inquiry, from re-entering and said US authorities gave limited help with its yearlong investigation; Malaysia is probing a Megaspeed subsidiary and a fifth person was charged there. -- Export controls bite where accelerators change hands, so bans and charges against intermediaries reach the cloud brokers renting capacity to Chinese developers more directly than rules aimed at Nvidia; each published finding hands Washington's push for statutory curbs another record to cite.

3. Forty-One Leaders Back Joint European Crackdown on Illegal Migration -- The UK, Denmark and Italy issued a joint statement on illegal migration endorsed by 41 leaders at the European Political Community summit in Dublin, committing to early-warning systems, faster returns, cross-border information sharing and countering disinformation about crossings. -- Policy: the text tilts the bloc toward enforcement and upstream deals, which will frame asylum-processing and readmission negotiations with origin countries. Legal exposure falls on the Refugee Convention's standing as a floor rather than an obstacle, a question already live in national courts weighing removal orders.

4. Attackers Infect 21 N-central Servers, Including 19 Running the Latest Hotfix -- Attackers exploited the publicly disclosed 4EverAble2Shell and Agent2Shell flaws to compromise 21 N-central servers and install cryptocurrency miners, 19 of which were running the latest security update, and N-able has restricted some features while remediation continues. -- Managed-service providers drive entire client estates from N-central, so one compromised console is a hop into downstream networks. A flaw that survives the current patch means operators should hunt for miner processes and rotate credentials rather than assume the update closed the entry.

5. Ladakh Activist Sonam Wangchuk Says Police Place Him Under House Arrest -- Wangchuk said 20 to 25 police and paramilitary personnel were stationed outside his home in Ladakh a day after officers removed him from a protest site, ahead of hill council elections set for 4 December; he wants the vote deferred because winter migration will depress turnout. -- Civil liberties: the restriction of the territory's most prominent campaigner gives the poll a legitimacy problem before ballots are cast, while press reach and assembly become policing questions. Policy: the election tests New Delhi's control over a Union Territory that has demanded statehood and Sixth Schedule protections since 2019.

2026-11-13 07:00 UTC | BLOCK 975638 BITCOIN $68,756 | GOLD $3,897 | OIL $93.80

1. Nvidia Heads for Longest Weekly Losing Streak Since 2012 as $1.6 Trillion in Value Vaporizes -- Nvidia shares fell again Friday, putting the chipmaker on course for its longest weekly losing streak since 2012 and taking the decline in its market value to $1.6 trillion, CNBC reported, while Chinese AI shares tumbled on fears the company will cut sourcing from Chinese suppliers after Jensen Huang's resignation. -- The selloff has moved from a governance shock to a supply-chain repricing. A board search, three congressional summonses and pending statutory export curbs leave cloud tenants and memory suppliers without a technical sponsor while the cost of AI debt and equity rises.

2. US Seizes Servers and Moves on $1.2 Billion in North Korean Crypto Scam -- The FBI said US authorities seized servers tied to a North Korean scheme that used fake video meetings and deepfakes to steal more than $400 million in crypto and moved to seize $1.2 billion taken from Binance, DW reported. -- A moving, speaking face is the identity signal users still trust, so credential theft now arrives from a contact's own account rather than a suspicious link. Out-of-band confirmation of large transfers, not password hygiene, is the practical defense for exchanges and wallet holders.

3. South Korea's Lee Pledges Hostile M&A and Crackdown to End Stock 'Undervaluation' -- President Lee Jae Myung said normalizing the capital market is his government's unwavering policy, pledging to restore investor confidence, crack down on stock manipulation and make hostile M&A easier in remarks at the Korea Exchange, Yonhap reported; the KOSPI traded in the mid-5,000s after a June record of 9,114.55. -- Hostile takeovers are the sharpest tool against Korea's persistent discount to book value because they threaten underperforming managements directly. A credible bid market would raise takeover premiums and lower the cost of capital for firms trading below breakup value.

4. Malaysia Weighs AirAsia Rescue Without Risking Public Funds -- Transport Minister Anthony Loke said Malaysia is weighing how to aid AirAsia without putting public money at risk, as the carrier controls about 60% of the domestic aviation market and struggles with high fuel prices, currency swings and billions of ringgit in liabilities, Channel NewsAsia reported. -- Any rescue must choose between guarantees, equity and route subsidies. If AirAsia shrinks, thinner domestic connectivity lands first on secondary cities and fares, while rival carriers lack the fleet to absorb 60% of the market quickly.

5. Iranian Boxer on Death Row Wins Magnitsky Prize and Vows Defiance -- Political prisoner Mohammad Javad Vafaei Sani, sentenced to death three times, accepted the Magnitsky humanitarian award in a written message from Vakilabad prison and said he would "never surrender"; the Hengaw rights group says at least 710 people have been executed in Iran since the start of 2026, including 79 political and religious prisoners. -- The prize raises the diplomatic cost of executing him quietly. Athletes are visible role models, so a death sentence carried out during the protests would harden the case for sanctions and give Iran's fragmented opposition a unifying figure.

2026-11-13 06:00 UTC | BLOCK 975635 BITCOIN $68,608 | GOLD $3,918 | OIL $93.18

1. Nscale Warns It Needs More Cash Before $35 Billion IPO -- Nscale, the Nvidia-backed neocloud, told investors it must obtain additional financing to fulfil its Anthropic contracts ahead of a $35 billion listing, the Financial Times reported. -- The shortfall is the same one Nebius exposed this week: capacity is contracted before racks exist. Taking it to public markets rather than a debt book moves the pricing test onto IPO buyers while AI infrastructure debt already trades above 16%.

2. South Korea Clears Google to Keep Exporting High-Precision Map Data -- South Korea's land ministry said Google met the security conditions attached to February's conditional approval for exporting 1:5,000-scale map data, having built a dedicated control system and agreed to swap in security-processed satellite imagery. -- The conditions set how much of the country's military geography a global mapping product may expose, and blocking app updates makes enforcement automatic rather than discretionary. The arrangement is also a template other governments can copy for their own high-resolution exports.

2026-11-13 05:00 UTC | BLOCK 975631 BITCOIN $68,900 | GOLD $3,911 | OIL $93.36

1. Microsoft Outage Reaches Australia's Spy Agency and Federal Police -- Home Affairs Minister Tony Burke said ASIO and the Australian Federal Police were affected, and that Microsoft told him it did not believe a cyber attack caused the disruption, which outage tracker Downdetector logged across 74 countries and territories. -- More than five hours of degraded mail and collaboration with only limited recovery leaves agencies short of fallback channels while Microsoft blames elevated infrastructure load; the capacity fault, not an intrusion, is what continuity planning has to cover.

2. Three House Committees Summon Huang as Nvidia Sheds $550 Billion -- The intelligence, foreign affairs and China panels called former chief executive Jensen Huang for a closed-door interview on 1 December, and Senator Tim Scott asked him to appear publicly before Banking on 3 December, the BBC reported; Nvidia has lost $550 billion in market value in five days. -- That is a 31 per cent slide, the sharpest five-day fall since the company listed, and it prices key-person risk into a supplier whose guarantees underwrite AI deal financing. The Justice Department says it has drawn no conclusion on whether Alice Huang spied for Beijing.

3. Asia-Pacific Airlines Brace for Fuel Pain as Hedge Cover Lapses -- Fuel now makes up about 33 per cent of the region's carriers' operating costs, Association of Asia Pacific Airlines director general Wong Hong said, with hedging contracts running out. -- Expiring contracts push the bill onto spot purchases, so the exposure moves to fares, schedules and route choices within months; crude has also fallen two weeks running, leaving carriers to weigh whether protection is worth buying into a declining market.

2026-11-13 04:00 UTC | BLOCK 975627 BITCOIN $69,320 | GOLD $3,917 | OIL $93.09

1. FBI Ties $400 Million Crypto Theft to North Korean Fake Video Calls -- The FBI said North Korean hackers used fake video calls in a "FaceStealer" scheme blamed for about $400 million in stolen crypto, with more than 900 victims thought to have been caught in the last 18 months, the BBC reported. -- A moving, speaking face is the one identity signal users still trust, so credential theft now arrives from a contact's own account instead of a link in an inbox. Out-of-band confirmation of large transfers, not password hygiene, is the practical defense for exchanges and wallet holders.

2. Oil Heads for Second Weekly Drop as Trump Holds the Iran Blockade -- Brent was set for a second consecutive weekly decline after President Donald Trump chose economic strangulation over fresh strikes, keeping the naval blockade in place, Channel NewsAsia reported. -- Two losing weeks show traders pricing interdiction rather than escalation: blockade costs less war premium than bombing, but it strips the supply cushion, and every vessel rerouted around Hormuz adds voyage days that reach freight and diesel before crude.

CODE WIRE | BLOCK 975625 BITCOIN $69,956 | GOLD $3,921

StartOS start-os/v0.4.2.1 -- The start-technologies repository is the monorepo for all Start9 products. -- StartOS 0.4.2.1 restores missing Start9 and Community registries, fixing empty Marketplace registry lists on some servers updated from 0.3.5. -- GitHub: https://github.com/Start9Labs/start-technologies/releases/tag/start-os/v0.4.2.1

2026-11-13 03:00 UTC | BLOCK 975620 BITCOIN $70,462 | GOLD $3,909 | OIL $93.44

1. Van Hollen Challenges Schumer for Senate Majority Leader -- Senator Chris Van Hollen of Maryland said Thursday he will run for Senate majority leader, forcing the first contested race for the Democratic leadership in decades ahead of a secret ballot expected in early December; Chuck Schumer said he already has the votes to keep the post. -- The ballot decides who holds the floor calendar and issues subpoenas once Democrats take a 55-seat majority in January, so the outcome sets how much of the session goes to price and wage bills rather than investigations.

2. Kushner Pledges Europe a Seat as Kyiv Confirms Largest Prisoner Swap -- US envoys Jared Kushner and Steve Witkoff met Volodymyr Zelensky in Dublin after seeing Vladimir Putin in Moscow, with Kushner saying Washington cannot end the war without Europe and Zelensky welcoming a pledge to seat EU delegates at the next round; Russia and Ukraine also agreed their largest prisoner exchange since 2022. -- The swap is the only deliverable either side can verify quickly, but Putin refused to soften territorial demands, leaving sanctions relief and force posture drafted between Washington and Moscow while Brent at $93.44 carries little war premium.

3. Yen Breaches 160 Per Dollar as Japan's Finance Minister Vows Action -- The yen weakened past 160 per dollar, a threshold that has drawn Japanese intervention before, and the finance minister said Tokyo would act against excessive moves. -- A weaker yen raises import and fuel bills for households and firms and strengthens the case for another Bank of Japan rate rise; crossing 160 leaves the Finance Ministry choosing between verbal warnings and selling reserves, with the dollar already at a one-month high on December Fed hike bets.

2026-11-13 02:00 UTC | BLOCK 975616 BITCOIN $71,128 | GOLD $3,914 | OIL $93.20

1. Family Dollar to Pay $63 Million Over Overcharging Claims -- Family Dollar agreed to pay $63 million to settle Federal Trade Commission and 17-state claims that it charged more at checkout than shelf prices for milk, diapers, batteries and other staples, following a Guardian investigation. -- The settlement prices a compliance failure at the till rather than in procurement, and the joint federal-state action gives regulators a template for shelf-to-checkout audits; discount chains depend on price perception, so repeat inspection failures carry reputational as well as cash costs.

2026-11-13 01:00 UTC | BLOCK 975614 BITCOIN $71,180 | GOLD $3,885 | OIL $93.29

1. Senate Summons Huang and Lutnick as Chip-Curb Momentum Builds -- Senator Tim Scott summoned former Nvidia chief executive Jensen Huang and Commerce Secretary Howard Lutnick to testify next month, setting up a pair of oversight hearings as Republicans said Huang's ouster had built momentum for chip export curbs he opposed. -- A public hearing puts Lutnick's handling of Megaspeed, the Nvidia customer lawmakers want blacklisted, on the record, while the defense bill is the vehicle for statutory curbs that would bind cloud operators renting US capacity to Chinese developers regardless of who runs Commerce.

2. Kushner Says Ukraine Deal Needs Europe as Leaders Reject Russian Terms -- US envoy Jared Kushner said Washington cannot reach a deal to end the Ukraine war without Europe, as European leaders rejected a Russian push to overhaul the continent's security order. -- Kushner carried the message to Moscow before flying to Dublin, and Washington now says wider talks including European governments are agreed; Putin's refusal to concede territory still leaves sanctions relief and force posture drafted between Washington and Moscow.

3. Houthis Renew Saudi Strikes as Security Council Extends Sanctions -- The Saudi-led coalition intercepted a wave of suspected Houthi drones aimed at oil and military infrastructure, as the UN Security Council extended sanctions on Yemen. -- The strikes keep Bab el-Mandeb shipping and Saudi export routes inside the war-risk market, where cover is quoted per voyage and passed to Asian refiners through freight and landed costs.

4. SEC Penalties Fall to Two-Decade Low as Enforcement Docket Thins -- The Securities and Exchange Commission imposed $1.1 billion in penalties over the past year, the lowest in two decades, as enforcement actions against public companies fell to a 16-year low. -- A thinner docket lowers the expected legal cost of an accounting or disclosure fight, but it also removes the deterrent signal investors use to judge how aggressively Washington will police corporate conduct.

2026-11-13 00:00 UTC | BLOCK 975612 BITCOIN $71,368 | GOLD $3,879 | OIL $93.61

1. Trump Weighs Military Operation in Cuba Before 2029 Exit -- Trump said Thursday he is considering a military operation in Cuba before he leaves the White House in 2029, Politico reported, without giving a timetable or stated objective. -- Havana runs on imported fuel and remittances while its grid collapses under load, so strikes or a blockade would hit both at once, add Caribbean war-risk cover to shipping and start another migrant flow toward Florida.

2. China Rules Out Hosting COP33 as Washington Vacates Climate Diplomacy -- China has ruled out hosting the 2028 UN climate summit after months of deliberation, the Guardian reported, leaving the field open to other Asian bidders. -- The host sets the agenda and carries the pre-summit shuttle diplomacy, so the world's largest emitter stepping aside hands that leverage to a smaller government with no purchase on either Beijing or Washington.

3. Attackers Hijack 4,800 GitHub Accounts to Plant Credential-Stealing Code -- A campaign tracked as wfx-loot used 4,837 compromised accounts to probe 61,764 repositories and push secrets-stealing malware through pull requests, BleepingComputer reported. -- A developer account carries CI tokens and cloud keys, so a merged pull request executes inside build pipelines with the maintainer's permissions; a skimmed diff review misses an added install hook, and the stealable credentials have to be rotated afterwards.

4. Cerebras Jumps 17% on Revenue Beat and Microsoft Deal -- Cerebras shares rose 17% after the chipmaker beat quarterly revenue estimates and announced a Microsoft deal, adding to earlier partnerships with Amazon and Oracle, CNBC reported. -- Routing demand through three hyperscalers buys distribution Nvidia's merchant model never needed, and the bid lands while Nvidia's board searches for a chief executive, handing buyers a second supply option to price against key-person risk.

2026-11-12 23:00 UTC | BLOCK 975606 BITCOIN $71,498 | GOLD $3,881 | OIL $93.58

1. Bond Yields Post Biggest Surge Since 2022 as Hike Bets Build -- Treasury yields recorded their largest jump since 2022 as traders positioned for further Federal Reserve increases, with MarketWatch attributing part of the volatility to Chair Kevin Warsh's quiet style of communicating rate policy. -- The 10-year rate back above 5% resets the discount under mortgages, corporate refinancing and AI data-centre debt already trading above 16%, leaving the bond market rather than the equity tape to set how fast the repricing runs.

2. Woman in Nvidia Spy Inquiry Held Stakes in Huawei Suppliers -- Alice Huang, the Megaspeed executive at the centre of the Nvidia affair and espionage inquiry, also owned stakes in companies that provided computing power to Huawei, Nvidia's principal Chinese competitor, CNBC reported. -- Commercial ties into Huawei's supply chain give export-control officials a second thread beyond the suspected intelligence relationship, as Congress moves to write chip curbs into the defense bill and Commerce weighs listing Megaspeed itself.

2026-11-12 22:00 UTC | BLOCK 975598 BITCOIN $71,604 | GOLD $3,877 | OIL $93.72

1. SpaceX and Tesla Advance Merger Talks -- SpaceX and Tesla are making progress in talks over a merger, Bloomberg News reported Thursday, with no terms, structure or timetable disclosed. -- A single listed vehicle would let Musk fund launch cadence, Optimus and xAI-scale compute from one equity story instead of three, while concentrating related-party and key-person risk in a company already trading on its founder; any share exchange re-rates both sides before regulators see a filing.

2. Nonprofits Sue US Tech Giants to Freeze Frontier AI Training -- A group of US nonprofit organisations sued major technology companies in California, seeking to freeze training of what they call catastrophic artificial intelligence models, Al Jazeera reported. -- A training pause is the one remedy that reaches compute contracts rather than published model behaviour, and the claim lands while Anthropic prices a listing and lenders underwrite multi-year GPU debt; the plaintiffs still have to establish standing and show which training runs cross their threshold.

3. ICE Credits 483,000 Deportations as Polls Turn Against the Crackdown -- Immigration and Customs Enforcement said it deported more than 483,000 people in fiscal 2026, a record, as polling cited by Politico shows voters souring on the campaign. -- Removals are outrunning the detention beds and immigration-court capacity needed to process them, so the queue rather than the arrest rate sets how long people stay held; a souring public leaves the programme's funding exposed in December's appropriations fight and gives Democratic chairmen a subpoena target in January.

DAILY WIRE | 2026-11-12 | BLOCK 975591 BITCOIN $71,452 | GOLD $3,887 | OIL $93.83 | S&P 500 $7,592 | US 10Y 5.10%

NEWS

1. Jensen Huang Resigns as Nvidia CEO; Colette Kress Takes Interim Role -- Jensen Huang resigned as Nvidia chief executive Thursday and CFO Colette Kress became interim CEO, following reports of extramarital affairs and allegations of Chinese espionage; the Guardian put Nvidia's market-value loss this week at $888 billion. -- With no permanent successor named, customers and investors must reassess governance at a company central to AI hardware and financing; a Justice Department probe and Huang's reported congressional testimony add legal and policy risks beyond the leadership change.

2. Trump Ends Vance's Iran Peace Push as Oil Rises -- Donald Trump said Thursday that the United States was no longer seeking a deal to end the war with Iran and directed Vice President JD Vance to focus on domestic concerns; CNBC reported higher oil prices after the remarks. -- Ending Vance's diplomatic assignment removes the clearest identified negotiating channel, leaving crude and freight costs more exposed to military escalation or a new initiative than to an existing settlement track.

3. US Envoys Announce European Role in Next Ukraine Talks -- Steve Witkoff said Vladimir Putin had agreed to European negotiators joining the next round of Ukraine talks after Witkoff and Jared Kushner met the Russian leader in Moscow; the US envoys were then due to meet Volodymyr Zelensky, the BBC reported. -- European participation would give governments a direct role in shaping postwar security arrangements; Zelensky's separate warning about US-Russia talks, reported by France 24, shows that representation will not eliminate concern over who writes the final terms.

4. Russian Drones Target Bila Tserkva Heat and Power as Kyiv Seeks Air Defenses -- Russian drones hit facilities supplying electricity and heat to homes in the Bila Tserkva community Thursday, local officials said, while Ukrinform reported that Ukrainian air defenses neutralized 124 drones and two S8000 Banderol/Dan-T missiles during the November 12 attack. -- Security risk: Zelensky discussed air-defense missile shortages with NATO Secretary General Mark Rutte and additional winter support with EU leaders, making interceptor deliveries and grid repair capacity immediate constraints on protecting homes and heating.

5. Israeli Fire Kills 11 in Gaza, Including Six at Nasser Hospital -- Israeli fire killed 11 people in Gaza on Thursday, including six in an early strike on Nasser Hospital in the south, health officials told France 24; medics said a surgeon was among the hospital dead in the deadliest single strike since Israel's elections last month. -- Public health and aid supply chain: The hospital strike further strains surgical care, while cold weather and aid restrictions deepen risks for displaced families; Al Jazeera separately reported a father saying his baby died of hypothermia in the family's tent in southern Gaza.

6. Server Failures Disrupt Microsoft 365 Services Worldwide -- Microsoft said a disruption beginning at 1:26 p.m. Eastern Thursday could block connections to Exchange Online, Teams, SharePoint Online, Copilot and Defender XDR after servers unexpectedly became unavailable; it paused deployments and shifted traffic while restarting affected systems. -- The unresolved outage combines email, collaboration and security-monitoring failures, leaving organizations across regions dependent on backup communications and complicating administrative and security work rather than disrupting a single application.

7. Active N-able Zero-Day Attacks Compromise Updated N-central Systems -- Attackers are exploiting the newly disclosed "4EverAble2Shell" zero-day in N-able N-central to compromise servers and deploy cryptocurrency miners, BleepingComputer reported; researchers identified at least 21 affected systems, including 19 running the company's latest security update. -- Security risk and supply chain: N-central gives managed-service providers administrative reach across customer estates, so a single compromised server can expose multiple downstream networks; infections on updated systems mean patching cannot substitute for investigating existing access.

8. Apache Patches Unauthenticated Remote-Code Flaw in HTTP/2 Module -- Apache patched a critical Apache HTTP Server vulnerability in the HTTP/2 module that BleepingComputer said could let an unauthenticated attacker execute code remotely. -- Security risk: Because exploitation requires no credentials, administrators need to identify HTTP/2-enabled servers and apply the fix promptly; a compromised web server can expose both hosted applications and the data behind them.

SOFTWARE

No significant stable software releases met the editorial bar in this review window.

2026-11-12 21:00 UTC | BLOCK 975591 BITCOIN $71,452 | GOLD $3,887 | OIL $93.83

1. White House Weighs Pushing Lutnick Out as Nvidia Spy Fallout Reaches Commerce -- Senior White House officials are discussing whether to push Commerce Secretary Howard Lutnick out after the spy scandal around former Nvidia chief executive Jensen Huang, two people familiar with the situation told Reuters on Thursday. -- A change at Commerce would land in the middle of the export-control fight: the department decides entity listings such as Megaspeed and how far cloud operators may rent US capacity to Chinese developers, while Congress moves to write those limits into statute anyway.

2. Microsoft 365 Outage Takes Down Outlook, Teams and Copilot Worldwide -- Microsoft is investigating a worldwide Microsoft 365 outage that left customers unable to reach Exchange Online, Teams, SharePoint and Copilot after servers became unexpectedly unavailable and strained remaining infrastructure, the company said in advisory MO1550821. -- The failure pushes mail and collaboration onto fallback channels for the working day and shows how a capacity fault propagates through shared infrastructure; Microsoft paused deployments and restarted servers, but tenants using Copilot workflows lose the assistant at the same moment as the mailbox.

3. Attackers Exploit N-able Zero-Day Within Hours of Public PoC -- Attackers are exploiting a newly disclosed N-able N-central zero-day dubbed 4EverAble2Shell to compromise servers and install cryptocurrency miners, with researchers reporting at least 21 affected systems including 19 running the latest security update. -- N-central is the console managed-service providers use to administer client estates, so a flaw that survives the current patch puts every downstream network behind an exposed server at risk; operators should hunt for miner processes and rotate credentials rather than assume the update closed the entry.

4. Binance Covers All Losses From North Korea-Linked Hack -- Binance said it has covered all asset losses from a cyberattack it linked to North Korea, Yonhap reported, after Seoul put the theft at more than $6 billion and called crypto heists a global security threat. -- Reimbursement keeps customer balances whole but does not recover the stolen keys, and the precedent matters for exchanges deciding whether to absorb or socialize state-linked losses; it also strengthens Seoul's argument for treating exchange breaches as intelligence-sharing and sanctions matters rather than compliance incidents.

5. French Judge Opens Investigation of Houellebecq Over Islam Remarks -- French writer Michel Houellebecq is under a judge-led investigation for alleged complicity in incitement to discrimination, hatred or violence over comments about Islam and immigration in a 2022 magazine interview, FIRE reported. -- French hate-speech law lets a complaint from the Union of Mosques of France put a four-year-old interview before a criminal judge, with fines and up to a year in prison; the case tests whether "replacement" and "they should leave" claims are opinion or actionable incitement and hands other French writers a chilling reference point.

2026-11-12 20:00 UTC | BLOCK 975584 BITCOIN $71,578 | GOLD $3,883 | OIL $93.71

1. OpenAI Backs Statutory Chip Export Curbs as House Chair Predicts Defense-Bill Passage -- OpenAI told congressional offices it supports key chip export control bills, Politico reported, after softening its earlier advocacy as financial ties with Nvidia deepened; House Foreign Affairs Chair Brian Mast said the Nvidia scandal had added momentum and that restrictions were "very likely" to enter the defense bill. -- Writing the curbs into statute removes them from Commerce Department discretion, binding cloud operators that rent US capacity to Chinese developers regardless of who runs the agency; Nvidia's lobbying for looser China sales loses ground as the defense bill becomes the vehicle.

2. Apache Patches Critical HTTP/2 Flaw Allowing Code Execution -- The Apache Software Foundation patched a critical race condition in the HTTP/2 module of Apache HTTP Server, CVE-2026-119618, that lets an unauthenticated attacker execute code on versions 2.4.55 through 2.4.70 when HTTP/2 is enabled. -- Apache backs roughly one in five websites and Wiz telemetry found vulnerable resources in 64% of cloud environments, half publicly exposed; operators that cannot patch immediately should disable HTTP/2, because exploitation needs no credentials.

3. Kalshi Ends Trump Jr. Advisory Contract Over Polymarket Conflict -- Kalshi ended Donald Trump Jr.'s advisory contract because of a conflict with rival prediction market Polymarket, Channel NewsAsia reported; CNBC said the president's son will no longer serve as an adviser. -- Prediction markets are competing for the same political talent and liquidity, so a contract tied to the president's family becomes a liability once the adviser has ties to a rival; the split adds a conflict-of-interest question to venues already fighting the CFTC over product rules.

4. Israel Bars Mélenchon After Pledge to Force Gaza Aid by Sea -- Israel said it will bar far-left French presidential contender Jean-Luc Mélenchon from entering the country after he pledged to use French vessels to force aid into Gaza if elected, France 24 reported. -- The ban turns a French campaign gesture into a diplomatic test with Israel and gives Mélenchon a confrontation to campaign on; it also signals that Gaza aid access will be a fault line in the 2027 race regardless of who wins.

2026-11-12 19:00 UTC | BLOCK 975579 BITCOIN $71,972 | GOLD $3,884 | OIL $93.05

1. Putin Refuses Territory Concessions and Warns Foreign Troops in Kremlin Talks -- Vladimir Putin refused to soften Russia's territorial demands in Kremlin talks with US envoys Jared Kushner and Steve Witkoff, insisting on full control of four Ukrainian regions and warning that any foreign troops sent to Ukraine would be targeted, the Guardian reported. -- No movement on land leaves Washington trying to sell a postwar security architecture to Kyiv and Europe before sanctions relief is settled. Ukraine reported fresh Starlink disruptions along the front the same day, and Brent at $93.05 carries little premium to absorb a breakdown.

2. Fed Strips October 2027 Meeting of a Rate Vote in Policy Switch -- The Federal Reserve will not hold a rate vote at its October 2027 meeting, a policy switch Chair Kevin Warsh announced at his October news conference without setting a date, CNBC reported. -- Removing a scheduled decision turns that meeting into a communication event and shifts rate risk onto adjacent dates, complicating hedges built around the FOMC calendar. It also gives Warsh's guidance more weight than the meeting cycle itself.

3. German Military Grounds Quantum Systems Drones After Cyber Attack -- Germany's military grounded drones built by Quantum Systems after a cyber attack on the Munich manufacturer, a start-up valued at €7 billion with operations in Ukraine, the Financial Times reported. -- Quantum Systems supplies reconnaissance drones used on the Ukrainian front, so grounding removes ISR capacity while investigators work. The breach also gives European procurement officials a reason to make supplier security a contract condition, not an audit afterthought.

4. Poisoned Model Checkpoints Let Attackers Hijack AI Coding Agents -- Microsoft's Defender researchers said poisoned training datasets and model checkpoints can trigger remote code execution and other malicious activity in coding agents, describing a post-training supply-chain attack. -- Coding agents run with repository access and stored credentials, so a compromised checkpoint can act inside developer environments before normal code review sees anything. Checkpoint provenance and verification become part of software supply-chain security.

5. US Existing Home Sales Fall to 16-Year Low as Mortgage Rates Bite -- Existing US home sales fell 8.8% from a year earlier to a 3.75 million annual rate in October, the lowest in 16 years, while the median price rose to $416,700, the National Association of Realtors said. -- Mortgage rates near three-year highs are freezing both buyers and owners, thinning the transaction volume that supports brokers, title insurers and renovation work. The lock-in also dampens the household mobility that normally feeds labour-market churn.

2026-11-12 18:00 UTC | BLOCK 975576 BITCOIN $72,012 | GOLD $3,876 | OIL $92.49

1. US Says Russia, Ukraine and Europe Agree New Talks After Witkoff Meets Putin -- The United States said new talks involving Russia, Ukraine and European countries had been agreed, after envoy Steve Witkoff met Vladimir Putin in Moscow, the Guardian reported. -- Bringing European governments into the format gives Paris and Brussels a seat the Kremlin denied them in Abu Dhabi, but the substance — sanctions relief and security guarantees — still runs through Washington and Moscow.

2. Justice Department Opens Nvidia Probe as Huang Fallout Reaches Washington -- The Justice Department is investigating Nvidia, with the probe focused on antitrust and on the technology companies Megaspeed and Supermicro, Semafor reported. -- Antitrust scrutiny adds a legal front beyond the securities suit and FBI inquiry, and the focus on Megaspeed and Supermicro reaches the Chinese-linked cloud customer and server supplier at the centre of the export-control fight.

3. Nebius Shares Tumble 22% as Capacity Delays Cut Revenue Outlook -- Nebius shares fell 22% after the AI cloud provider cut its 2026 revenue outlook on capacity delays and raised its capital spending forecast to $27 billion, Blockspace Media reported. -- A cut outlook with capex rising is the combination credit markets fear: capacity that slips while spending grows leaves the buildout financed on debt already pricing above 16%, and it tests the sector’s ability to convert contracts into live racks.

4. Mercedes-Benz Halts German Plant Investment Under Union Pressure -- Mercedes-Benz halted all further investment at its German facilities as works council and union pressure mounts on the automaker, DW reported. -- The freeze hits German suppliers and the EV transition at once, and it lands as Berlin is already absorbing energy costs and Chinese competition; plant-level investment decisions now become a labour and regional policy fight.

5. Critical Red Hat Quay Flaw Exposes Private Container Images -- Red Hat disclosed a critical flaw in its Quay container registry that lets an attacker with registry access read and overwrite private images in every repository, and released fixed builds for eight versions. -- Registry access is enough to tamper with images that later deploy across a fleet, so the exposure sits in the software supply chain rather than the registry host; operators should treat recently pushed images as suspect and rotate credentials.

2026-11-12 17:00 UTC | BLOCK 975572 BITCOIN $71,899 | GOLD $3,877 | OIL $91.39

1. Ten-Year Treasury Yield Pushes Back Above 5% as Fed Hike Bets Build -- The benchmark 10-year Treasury yield climbed back above 5% as bond markets reopened after the Veterans Day holiday, with oil gains and expectations of further Federal Reserve rate rises driving the move. -- Crossing 5% resets the discount rate under mortgages, corporate refinancing and the AI data-centre debt already trading above 16%, and it lands with core consumer prices up 0.3% for a third straight month and a December increase near fully priced.

2. SpaceX Plans a $74 Billion Supercompute Build in Texas and Arizona -- SpaceX will invest more than $74 billion in supercompute facilities across Texas and Arizona, Channel NewsAsia reported, as the company scales capacity for its own computing work. -- Building the load in-house sidesteps grid interconnection queues that now run years for large sites, but ties the schedule to turbine lead times and gas prices while Texas regulators decide who pays for the network upgrades serving it.

2026-11-12 16:00 UTC | BLOCK 975568 BITCOIN $71,410 | GOLD $3,861 | OIL $91.93

1. Nvidia Shares Plunge as Board Starts Search for Huang's Successor -- Nvidia shares fell more than 13% after Thursday's open, wiping over half a trillion dollars from its market value, after Jensen Huang resigned as chief executive over two extramarital affairs; the board named finance chief Colette Kress interim CEO and said it would search internally and externally for a permanent replacement. -- Market impact: Nvidia's chip supply and its financial guarantees underpin pricing across the AI buildout, so a prolonged search leaves cloud tenants and memory suppliers without a technical sponsor; Bernstein halved its price target, and the cost of AI debt and equity rises while the backstop sits vacant.

2. MSF Says Hundreds of Millions in Ebola Aid Missing as Congo Outbreak Widens -- Medecins Sans Frontieres said hundreds of millions of dollars meant for the Ebola response in the Democratic Republic of Congo are not reaching frontline workers, who go unpaid, lack training and face shortages of supplies; more than 5,400 people have died and 11,000 have been infected since May. -- Public-health risk: the response is failing at contact tracing, with MSF saying two-thirds of deaths occur outside treatment centres and surveillance teams exist only on paper, which lets cases pass undetected and pushes the outbreak toward another year; cross-border cases in Kenya, Uganda and Nigeria make laboratory and screening capacity the constraint.

3. Zelensky Says Starshield Curbs Return as US Envoys Meet Putin -- President Volodymyr Zelensky said Ukraine's military faces renewed systematic speed restrictions on Starshield across the front line, capped at 161 km/h, and that the limits are hurting interception of Russian jet-powered drones; he spoke in Dublin as US envoys met Vladimir Putin in Moscow. -- Security risk: Starshield carries control and video links for Ukrainian drone units, so throttling shortens reaction time against Shaheds and complicates artillery targeting; Kyiv's access contract expires next year, turning the dependency into a bargaining chip while the Kremlin keeps Europe out of the talks.

4. Wyden Opens Investigation Into Whether RFK Jr Lied to Congress Over Samoa -- Incoming Senate finance chair Ron Wyden and Senator Angela Alsobrooks opened an investigation into whether Health Secretary Robert F Kennedy Jr lied to Congress about a 2019 Samoa trip, citing a letter showing he sought to study the MMR vaccine after testifying the visit had nothing to do with vaccines. -- Legal exposure: false testimony to Congress is a crime that is rarely prosecuted, but the letter builds a document trail before Democrats take the gavels in January; subpoenas would reach Children's Health Defense, which supplied HHS staff, and give oversight committees grounds for an impeachment inquiry.

5. Police Seize 257 Domains and 235 Servers in Gootloader and StealC Crackdown -- Europol and partners from nine countries seized 257 domains and 235 servers used by the Gootloader, CastleRAT and StealC malware operations and found 6.4 million victim datasets on the infrastructure; WordPress users were urged to rotate credentials, enable multi-factor authentication and patch. -- Security risk: stolen credentials are the raw material for ransomware, so the seizure removes both the delivery infrastructure and a pool of logins; administrators should treat any WordPress account exposed to Gootloader as compromised until passwords and sessions are reset, because takedowns do not revoke data already sold.

2026-11-12 15:00 UTC | BLOCK 975562 BITCOIN $71,906 | GOLD $3,906 | OIL $91.38

1. Nvidia Ousts Huang as CEO After Affairs, Names CFO Interim -- Jensen Huang resigned as Nvidia chief executive Thursday after two affairs surfaced; the board named finance chief Colette Kress interim CEO, replaced him as chair with former Synopsys chief Harvey Jones, and shares fell 10% pre-market. -- Nvidia guarantees more than $100 billion of data-centre leases and holds $114 billion of stock, the backstop that propped AI deal pricing; losing it raises the cost of AI debt and equity for every operator. Huang still faces an FBI inquiry and a congressional briefing on 18 November.

2. Trump Threatens to Double Mexico Tariffs Over Border Crossings -- President Donald Trump said he would double US tariffs on Mexican goods if Mexico does nothing to stop illegal border crossings, the Financial Times reported, without a rate or start date. -- Auto parts and produce cross the frontier repeatedly before reaching consumers, so a doubling compounds through the supply chain rather than landing once. It lands with October consumer prices up 0.4% and a Fed leaning toward a December hike, giving tariff pass-through a second claim on the same inflation reading.

3. Cotton Presses Commerce to Blacklist Chinese Memory Maker CXMT -- Senator Tom Cotton urged Commerce Secretary Howard Lutnick to add Chinese memory maker CXMT to the Entity List as the firm expands in DRAM and pushes into high-bandwidth memory, CNBC reported. -- HBM is the tightest link in the accelerator supply chain, so listing would force US suppliers to license shipments and slow CXMT's ramp while Samsung and SK hynix take the demand; it also puts memory inside the statutory chip-curb fight Congress is running beside the Nvidia scandal.

4. Five Shot Near DC's Logan Circle as Police Hunt Suspect -- At least five people were shot near 15th and P streets in Washington's Logan Circle on Thursday morning, the Associated Press reported, and police issued a shelter-in-place order for the surrounding blocks while searching for a suspect. -- The order closes a dense downtown office and gym corridor through the morning and keeps residents and commuters indoors; with no one in custody, business access and pedestrian routes in the area stay disrupted for the rest of the working day.

EDITOR WIRE | 2026-11-12 | BLOCK 975562 BITCOIN $71,632 | GOLD $3,888 | OIL $91.51 | S&P 500 $7,590 | US 10Y 5.04%

Jensen Huang resigns from Nvidia; Colette Kress takes interim helm

Nvidia announced on Nov. 12 that co-founder Jensen Huang had resigned as president, chief executive and a director, ending his leadership of the chipmaker at the center of the AI buildout. Its SEC filing says the board accepted his resignation effective immediately on Nov. 11, distinguishing the departure date from Thursday’s public announcement. Neither the filing nor the transition release states a reason or announces investigative findings.

Finance chief Colette Kress becomes interim CEO while retaining her executive vice president and CFO responsibilities until a permanent successor is named. The board will consider internal and external candidates and appointed Harvey C. Jones its first-ever chair. Kress has led Nvidia’s finances since September 2013; Jones has served on its board since 1993. The appointments put the interim management and board-chair roles in different hands.

The departure follows the board’s Nov. 8 decision to investigate reporting that Huang had been targeted by a foreign intelligence effort. Independent directors said on Nov. 10 that they had retained former acting U.S. Attorney Joon H. Kim and Wachtell, Lipton, Rosen & Katz. The board’s earlier statement that it had “no reason to believe” national security or Nvidia secrets were compromised was a preliminary position, not a completed security clearance.

Reuters reported that U.S. authorities suspected a former executive of Singapore-based cloud company Megaspeed, with whom Huang reportedly had a relationship, of spying for Beijing; China has denied the espionage allegation. Reuters also reported that Washington investigated the Nvidia cloud partner over suspicions it helped China obtain restricted AI chips. Those allegations are not established findings in Nvidia’s transition announcement, and Huang’s resignation does not resolve them.

Separately, the New York Times reported an affair with a senior Nvidia executive who reported to Huang, according to Reuters and CNN. Huang’s own Nov. 8 employee message admitted infidelity and promised cooperation with the board investigation, but did not identify a partner. His admission should not be read as an admission of espionage or chip diversion. The reported subordinate relationship also raises a distinct management-accountability question, separate from the security inquiry.

Megaspeed’s Nov. 12 statement said it had cooperated with U.S. Commerce Department export-control inspections and would cooperate with other relevant U.S. authorities. It said it had retained a U.S. law firm to lead a comprehensive census of its graphics processing units and independently verify compliance practices. These are company statements about cooperation and a review, not published conclusions establishing whether restricted chips were diverted.

For cloud providers and AI developers, the immediate business question is execution rather than an announced change in chip strategy. Nvidia’s board said it expected operations, customer commitments and its product roadmap to continue without interruption. Reuters described Huang’s role coordinating an ecosystem spanning cloud providers, suppliers and AI labs, and his influence on U.S. chip-export policy. His exit creates succession uncertainty; it does not itself demonstrate disrupted deliveries.

Huang has also been one of the U.S. tech industry’s most prominent advocates for open-weight AI models, whose weights developers can download and customize. In July, he argued that the world needed both frontier closed and open models, and told Axios that cheaper, open models would expand AI use and demand for chips and data centers. He defended Chinese open models as well as American ones, arguing that openness could strengthen security rather than justify blanket restrictions. That advocacy aligns with Nvidia’s commercial interest in wider AI adoption. His departure removes a prominent advocate from Nvidia’s CEO role; it does not establish a change in the company’s position on open models.

Nvidia shares traded at $159.80, down 8.02% from Wednesday’s $173.73 close, at 9:44:58 a.m. Eastern on Nov. 12, according to Yahoo Finance’s regular-session quote. Trading was still under way; this was not a closing result. Nvidia’s next scheduled financial checkpoint remains its third-quarter fiscal 2027 results on Nov. 17, at approximately 1:20 p.m. Pacific, followed by an earnings call at 2 p.m. Investors will be assessing continuity under Kress alongside the still-unresolved governance and security questions.

Sources:

https://nvidianews.nvidia.com/news/nvidia-announces-ceo-transition

https://www.sec.gov/Archives/edgar/data/1045810/000104581026000082/nvda-20261111.htm

https://nvidianews.nvidia.com/news/a-message-to-our-company

https://nvidianews.nvidia.com/news/statement-from-nvidia-board-of-directors

https://nvidianews.nvidia.com/news/statement-from-the-independent-members-of-the-nvidia-board

https://www.investing.com/news/stock-market-news/nvidia-ceo-jensen-huang-to-step-down-in-big-blow-to-ai-boom-5021980

https://www.cnn.com/2026/11/12/tech/jensen-huang-nvidia-resigns

https://megaspeed.ai/index.html

https://www.sec.gov/Archives/edgar/data/1045810/000104581026000082/nvidiaannouncesceotransiti.htm

https://www.axios.com/2026/07/22/nvidia-jensen-huang-china-open-source-ai

https://fortune.com/2026/07/24/jensen-huang-open-source-letter-nvidia-kimi/

https://query1.finance.yahoo.com/v8/finance/chart/NVDA?interval=1m&range=1d

2026-11-12 14:00 UTC | BLOCK 975556 BITCOIN $72,560 | GOLD $3,912 | OIL $91.94

1. Trump Says the US Does Not Need an Iran Deal -- President Donald Trump said "we don't need a deal with Iran", CNBC reported, with Washington still holding its naval blockade and strike threat as leverage. -- Without a settlement the Hormuz enforcement regime and per-voyage war-risk cover stay in the pricing, and Tehran's insistence on sanctions relief and released frozen assets before formal talks has no counterpart to meet; Brent at $91.94 has little premium left to absorb a breakdown.

2. Google Cloud Warns AMD Turin Flaws Leak Data Between Processes in VMs -- Google said three CPU side-channel flaws in AMD's Turin processors let an attacker running code inside a virtual machine infer data from other processes and the kernel, and that customers must patch the guest operating system and stop and start instances; hypervisor-level mitigations are already applied. -- Leakage across processes defeats isolation tenants buy cloud capacity for, and the stop-start requirement makes remediation downtime rather than a live patch; until guest kernels are fixed, co-tenancy on Turin hosts is the exposure operators have to schedule around.

2026-11-12 13:00 UTC | BLOCK 975551 BITCOIN $72,806 | GOLD $3,942 | OIL $90.37

1. Xi Jinping Says Taiwan Reunification 'Cannot Be Stopped' -- Xi said China's "complete reunification" with Taiwan will happen and that the tide of history "cannot be stopped", in remarks carried by Al Jazeera as Taipei again rejects Beijing's "one country, two systems" formula. -- Taiwan's refusal of the Hong Kong template leaves no agreed endpoint, so the contest shifts to formats: Taipei is sending a business envoy, Acer's Stan Shih, to next week's APEC summit in Shenzhen rather than a minister, keeping the island inside supply-chain talks without conceding official status.

2. Microsoft Confirms Windows Updates Are Degrading SQL Server -- Microsoft said Windows updates released since October's Patch Tuesday leave linked-server connections open after OLE DB queries complete, including to Oracle and PostgreSQL, accumulating connections until performance and stability decay on Windows 10, 11 and Server 2012 and later; an out-of-band fix is due within days. -- Restarting the SQL service clears connections but kills running queries and the fault returns, so database teams running month-end reporting must choose between degraded throughput and interrupted jobs. The regression arrived inside a security update, complicating any decision to hold patching.

2026-11-12 12:00 UTC | BLOCK 975544 BITCOIN $73,256 | GOLD $3,948 | OIL $90.46

1. NHS England Deletes Palantir Benefits Claim After Trusts Dispute Use -- NHS England removed a website claim that 137 hospital trusts were benefiting from Palantir's AI-powered federated data platform after the Guardian found 29 were not using all or most of the system, and the original trust list was taken down. -- The platform's business case rests on adoption, so deleting the headline number leaves the contract's claimed benefits without a public baseline; trusts that have installed only part of the stack now look like partial deployments rather than live users.

2. SEC Enforcement Against Public Companies Falls to 16-Year Low -- The Securities and Exchange Commission brought the fewest enforcement actions against public companies since at least 2010, according to a report cited by the Financial Times. -- A thinner docket lowers the expected legal cost of an accounting or disclosure fight for issuers, but it also removes a deterrent signal for investors trying to judge how aggressively Washington will police corporate conduct.

3. Calais Bomb Alert Halts Eurostar Trains as Hoax Campaign Widens -- A bomb alert briefly halted trains at Calais station in northern France and delayed Eurostar services, the latest in a wave of hoax threats against European transport and schools. -- Hoax alerts cost timetable slots and staff hours even when nothing explodes, and because the campaign recycles familiar messages, operators must choose between routine evacuation and the risk of ignoring a real device.

2026-11-12 11:00 UTC | BLOCK 975537 BITCOIN $73,522 | GOLD $3,947 | OIL $90.18

1. US Envoys Reach Moscow to Press Putin on Ukraine Terms and a European Seat -- Jared Kushner and Steve Witkoff arrived in Moscow on Thursday for talks with Vladimir Putin, a day after US-mediated trilateral talks in Abu Dhabi closed, and were due to fly to Dublin afterwards to meet Volodymyr Zelensky. -- Kushner said he would ask Putin to "give his blessing" to inviting European governments into future rounds, which the Kremlin has resisted. Whether Europe gets a chair decides if sanctions relief and force-posture limits are drafted by three capitals or five.

2. Nvidia Slides 6% Before the Open as the Board Prepares to Remove Huang -- Nvidia shares fell more than 6% in pre-market trading after directors met Wednesday evening to settle Jensen Huang's future, with reports the board is preparing to oust him and has finance chief Colette Kress lined up as interim. -- The company's chips and financial guarantees sit under much of the AI economy, and Semafor reports the fallout is hardening bipartisan scrutiny of chip export controls days before a Trump-Xi meeting, so a succession fight now carries trade-policy risk for cloud operators renting US capacity.

3. Militants Kill Ten Police Officers in Northwest Pakistan Ambush -- Fighters opened fire on officers returning from a mine in Kohat district, killing ten police, and 18 of the attackers died in the exchange, local authorities said. -- Kohat straddles the Khyber Pakhtunkhwa corridor between Peshawar and the Afghan border where Pakistani Taliban factions have regrouped. That the dead are police rather than troops shows the campaign is aimed at the civil security apparatus guarding mining and road traffic.

4. Indonesia's Vice-President Resigns as Prabowo's Ruling Alliance Frays -- Gibran Rakabuming Raka resigned after a high-school diploma scandal cut short his tenure at two years, exposing the split between President Prabowo Subianto and his predecessor Joko Widodo, Gibran's father. -- Gibran was the electoral bridge between Jokowi's Javanese base and Prabowo's coalition. His exit lands while MSCI weighs downgrading Indonesia from emerging-market status; a shift to frontier would force tracker funds to sell and raise Jakarta's borrowing costs.

5. EU Court Adviser Backs $1.7 Billion Google Antitrust Fine -- An adviser to the EU Court of Justice recommended upholding the European Commission's $1.7 billion penalty against Google, which the General Court annulled in 2021, giving Brussels a reprieve in its appeal. -- Advocate-general opinions do not bind the court but are usually followed. Restoring the fine would firm up the abuse-of-dominance standard for contractual restrictions on rivals while the Commission's separate ad-tech case runs.

2026-11-12 10:00 UTC | BLOCK 975535 BITCOIN $73,424 | GOLD $3,939 | OIL $90.70

1. Zelensky Says Starshield Speed Caps Are Costing Ukraine Drone Intercepts -- President Volodymyr Zelensky said Ukraine has faced "systematic" speed restrictions on the Starshield satellite network across the entire front line and occupied territories, capped at 161 km/h (100 mph), and that the limits are not random errors; Kyiv is trying to establish the circumstances with Washington as its access contract expires next year. -- Starshield carries the control and video links Ukrainian units use against Russian drones, so throttling a terminal's data rate shortens reaction time against jet-powered Shaheds and complicates artillery targeting. An expiring contract turns a battlefield dependency into a bargaining chip, and the reference to Russian strikes gives Kyiv a concrete damages argument in any renewal talks.

2. Argentina Threatens Jail for Rockhopper Chief in Push to Halt Falklands Drilling -- Buenos Aires wrote to Rockhopper Exploration chief executive Sam Moody and its finance chief on 1 September threatening criminal prosecution, imprisonment and fines under Argentine law, according to a witness statement filed at the International Tribunal for the Law of the Sea; Argentina is seeking an urgent order suspending the Sea Lion project. -- Criminal exposure follows the executives rather than the licence, so it raises financing and contractor risk before the tribunal rules. A suspension would strand development capital and deny the Falklands an expected £8bn revenue uplift, while a win for London keeps drilling legal but leaves sovereignty contested.

3. Beijing Accuses Washington of Using Spy Claims to Justify Chip Blockade -- China's government accused the United States of using espionage allegations to justify a technology "blockade", sharpening its response to the Nvidia affair and the export controls around advanced chips. -- Framing controls as a pretext lets Beijing argue that compliance is political rather than security-driven, which matters to Chinese cloud operators renting US capacity and to distributors handling restricted accelerators. It also gives Washington's statutory chip-curb push a counterpart narrative heading into the APEC summit.

4. India Bypassed Procurement Rules to Buy Israeli Phone-Hacking Tech -- India circumvented its own procurement rules to acquire Israeli phone-hacking technology whose reach extends beyond cloning handsets to accessing cloud data held by major technology companies, Al Jazeera reported. -- Cloud access defeats device-level defenses because a target's messages and backups sit outside the handset. The procurement shortcut also leaves legal exposure: intercept powers expand without the tender and oversight record that would let courts or auditors test how the tool is used.

2026-11-12 09:00 UTC | BLOCK 975532 BITCOIN $73,480 | GOLD $3,949 | OIL $91.82

1. UK Economy Grows 0.7% in Third Quarter, Fastest in Two Years -- The Office for National Statistics said gross domestic product rose 0.7% in the July-to-September quarter, the fastest pace in more than two years, driven almost entirely by services, with computer programming posting its fastest growth in three years on AI-linked spending. -- The composition is a bet on consultancy and AI budgets rather than an industrial recovery: PwC expects the pace to fade unless energy markets stabilise, and a January bill increase lands as the Bank of England weighs another rise from 4%.

2026-11-12 05:00 UTC | BLOCK 975522 BITCOIN $73,700 | GOLD $3,978 | OIL $89.59

1. Israeli Security Cabinet Orders Military to Prepare Iran Strike as Tehran Threatens Wider Retaliation -- Israel's security cabinet directed the military to step up preparations for a possible attack on Iran, public broadcaster KAN reported, as Iran's security chief Mohsen Rezaei warned that every base involved in any aggression, from West Asia to Europe, would be a legitimate target. -- The directive carries the authority of a caretaker prime minister: Gadi Eisenkot, tasked with forming a government, has said Netanyahu should not deploy the military without a direct and immediate threat, so a strike now would bind a successor who has not taken office. Brent at $89.59 holds little war premium to absorb the decision.

2. Amnesty Faults UN and South Sudan for Failing to Prevent Village Massacre -- Amnesty International said UN peacekeepers and South Sudanese authorities had sufficient warning before 1,000 to 1,500 armed men attacked Abiemnom on March 1, killing more than 200 people and burning over 230 structures; the roughly three dozen UNMISS peacekeepers there were not reinforced until after the assault. -- The findings arrive before South Sudan's 22 December elections, which the International Crisis Group warns could deal a final blow to the 2018 peace agreement. The UN Security Council cut UNMISS's authorised troop ceiling from 17,000 to 12,000 in April, leaving the mission to cover more ground with fewer soldiers.

2026-11-12 04:00 UTC | BLOCK 975516 BITCOIN $73,786 | GOLD $3,981 | OIL $89.99

1. Nvidia Directors Meet on Huang Exit With CFO Lined Up as Interim -- Nvidia directors were scheduled to meet Wednesday evening to decide Jensen Huang's future, with some board members favoring finance chief Colette Kress as interim CEO, Semafor reported; Apple hardware chief Johny Srouji is among candidates for the permanent job and the stock fell more than 8% after hours to a 52-week low. -- Legal exposure: Coons and Warren want Commerce, State and White House records on Huang and Megaspeed preserved, so a Senate paper trail now sits beside the Wachtell probe a securities claim would rely on. Supply chain: an interim CFO leaves memory suppliers without a technical sponsor while a search runs.

2. Paraguay Starts Partial Ueno Payouts After Bank Collapse -- Paraguay's Central Bank said Wednesday it had returned at least part of their savings to all eligible Ueno Bank depositors after the lender was seized on November 3, triggering protests and the impeachment and arrest of former president Santiago Peña. -- Fiscal risk: more than $800 million in public funds sat in the bank, so the guarantee fund pays depositors first and the state absorbs the rest. Legal exposure sits with Peña's case over steering state deposits there, not with the payout schedule itself.

3. Israeli Strike Hits Intensive Care at Gaza's Nasser Hospital, Killing Six -- Gaza's Civil Defence said an Israeli strike on the intensive-care unit at Nasser Hospital killed at least six people, Al Jazeera reported. -- Public-health risk: critical-care beds, ventilators and generators are the scarcest part of Gaza's medical capacity, so one hit forces transfers onto facilities already rationing fuel. Aid supply: replacement equipment arrives through restricted crossings while heavy rain destroys shelter stock, so hospital repair competes for the same convoys.

4. Hormuz Tanker Attacks Leave Oil Slicks Visible From Space -- Greenpeace has counted more than 500 oil spills across the Gulf, the Strait of Hormuz and the Arabian Sea since the US-Iran war began in February, with satellite-mapped slicks covering roughly 20,000 square kilometres, and more than 133 tanker attacks recorded, the Guardian reported. -- Supply chain: the slicks sit on approaches to Gulf desalination intakes and fishing grounds, so coastal states carry water and catch losses on top of freight. Legal exposure: the blockade blocks surveys, leaving imagery as the evidence for cleanup liability.

5. Brooklyn Building Collapse Kills at Least Two and Traps Residents -- A three-story building at the edge of a construction site in Brooklyn's Flatbush section collapsed Wednesday afternoon, killing at least two people and injuring 12, four of them critically, as firefighters dug through the rubble. -- Policy: the collapse puts shoring and inspection rules for excavation beside occupied rowhouses under review in a borough where infill work abuts century-old structures. Legal exposure follows the same record, since a finding that the site destabilized the building assigns contractor liability.

2026-11-12 03:00 UTC | BLOCK 975510 BITCOIN $73,938 | GOLD $3,989 | OIL $90.35

1. South Korea's Lee Ties Samsung Packaging Build-Out to $30bn in Added Investment -- President Lee Jae Myung said Samsung Electronics' chip packaging expansion will spur about $30 billion in additional investment, Channel NewsAsia reported, without a breakdown of the figure. -- Advanced packaging gates how fast high-bandwidth memory can be joined to accelerators, so state-blessed capacity there attacks the tightest link in the AI supply chain and deepens Seoul's dependence on hyperscaler capital budgets; Lee carries the pitch to ASEAN and APEC summits next week, where energy and supply-chain security sit on the agenda.

2026-11-12 02:00 UTC | BLOCK 975504 BITCOIN $73,622 | GOLD $3,997 | OIL $90.04

1. North Korea to Skip APEC, Dimming Prospects for Trump-Kim Talks -- A South Korean presidential official said North Korea is unlikely to attend next week's APEC summit in Shenzhen or hold talks with Washington there, and rated the chances of a Trump-Kim meeting low. -- Keeping Kim away leaves Washington without a leader-level channel while Pyongyang maintains military pressure after this week's torpedo test, and it clears Beijing to run an APEC agenda of chips and trade without a Korean security sideshow.

2. Trump's Asia Trade Deals Deliver Only 2.7% of Pledged Cash -- Japan, South Korea and Taiwan have made available just 2.7% of the financing and foreign direct investment promised under trade and investment pacts struck to ease US tariffs, the Financial Times reported. -- Slow deployment weakens the deals as evidence that tariff relief buys real investment; it leaves factories, ports and energy projects meant to absorb the capital waiting on corporate boards rather than government announcements.

3. Samsung and SK hynix Brace for Disruption From Nvidia Succession Fight -- Samsung Electronics and SK hynix are monitoring Nvidia's leadership crisis and say the loss of CEO Jensen Huang could slow top-level business discussions, though existing supply agreements are expected to hold, company officials told Yonhap. -- Huang's personal ties to the two conglomerate chairmen sit above the high-bandwidth memory contracts that feed Nvidia accelerators; a prolonged succession fight adds scheduling and roadmap risk to a supply chain Korean markets already trade on.

4. Australian States Weigh $50bn Tobacco Health-Cost Suit -- Australian state governments are reviewing a proposal to sue British American Tobacco, Philip Morris and Imperial Brands for up to $50bn in public healthcare costs over decades of misleading conduct, with South Australia formally seeking advice. -- The route uses consumer law and pooled state resources to bypass the causation fights that defeat individual smokers, so a decision to file would hand health departments a revenue claim and tobacco firms a multi-year legal bill.

2026-11-12 01:00 UTC | BLOCK 975496 BITCOIN $74,076 | GOLD $3,984 | OIL $90.57

1. Himes Presses Republicans to Pass FISA Renewal Before March Lapse -- House Intelligence Committee ranking Democrat Jim Himes urged Republicans to "take the win" and pass a reauthorization of the warrantless surveillance law during the lame-duck session, with the authority set to expire in March without congressional action, Politico reported. -- A lapse would stop new taskings under the authority while existing certifications keep older collection running, leaving carriers and analysts to operate on expiring legal cover; the March deadline also lands in the new Congress's first oversight fights over the intelligence agencies.

2. Dollar Climbs to One-Month High as Yen Nears 160 Per Dollar -- The dollar rose to a one-month high on Thursday and the yen edged toward 160 per dollar, a level that has previously drawn Japanese intervention, Channel NewsAsia reported. -- A weaker yen raises import and energy costs for Japanese households and firms, sharpening the case for another Bank of Japan rate rise while the Finance Ministry weighs verbal and actual intervention; crossing 160 would put currency policy back into a market already pricing a December Fed move.

3. UK Watchdog Warns Facial Recognition Errors Risk Wrongful Arrests -- A police inspectorate found officers acted on possible facial-recognition matches from retrospective searches without enough verification, warning that errors and bias put innocent people, especially ethnic minorities, at risk of arrest, the Guardian reported. -- A possible match is intelligence, not identification: forces must document secondary checks and disclose them to prosecutors, or custody decisions rest on an algorithm's confidence score. The finding also hands vendors and police commissioners a concrete standard for procurement and training.

2026-11-12 00:00 UTC | BLOCK 975489 BITCOIN $73,744 | GOLD $3,983 | OIL $90.69

1. Nvidia Board Moves to Remove Huang After Second Affair Surfaces -- Nvidia's board is preparing to oust chief executive Jensen Huang and could meet as soon as Wednesday, the Wall Street Journal reported, after the New York Times reported a second extramarital affair with Kimberly Powell, a vice-president who reports to him; the stock fell more than 8% after hours to a 52-week low. -- Market impact: an 8% after-hours slide prices key-person risk at a $4 trillion supplier with no named successor, while the Wachtell-run probe and Huang's closed-door congressional briefing on 18 November put disclosure timing and export-control exposure onto a legal record.

2. Democrat Scott Colom Wins Mississippi Senate Seat in Historic Upset -- Colom defeated incumbent Republican Cindy Hyde-Smith by about half a percentage point after more than a week of counting mail and provisional ballots, becoming Mississippi's first Black senator since 1875 and the first Democrat elected to the seat since 1982. -- Policy: the result lifts the Democratic Senate majority to 55 and extends a wave that also carried Texas, South Carolina and Kansas; legal exposure sits with Mississippi's lack of an automatic recount, which makes any Hyde-Smith challenge a county-by-county court fight rather than a statewide re-tally.

3. Iran Declares Argentina's Navy and Air Force Terrorist Organisations -- Tehran designated Argentina's navy and air force as terrorist organisations, months after Javier Milei's government listed the Islamic Revolutionary Guard Corps, Al Jazeera reported. -- Geopolitical positioning: reciprocal listings put naval port calls and defense procurement at risk and place Buenos Aires inside Iran's retaliation map, a template for capitals weighing their own IRGC designations while Hormuz shipping stays contested.

4. Israeli Strike Hits Gaza Tent Camp as Five Killed -- An Israeli strike hit a tent camp in Gaza and killed five people, as UN agencies appealed for urgent aid to cope with heavy rain across the enclave, Al Jazeera reported. -- Security risk and aid supply chain: strikes on already-densified camps and storm damage compound together, so shelter stock, drainage and disease control degrade at once while agencies appeal for the money to replace what the rain destroyed.

5. ScreenConnect Campaign Breaches MSPs and Reaches Dozens of Clients -- ConnectWise is investigating an active campaign that uses compromised ScreenConnect environments to install rogue remote-access clients on customer devices, with managed service providers breached and dozens of organisations hit, BleepingComputer reported. -- Security risk and supply chain: MSPs hold administrative reach into every client estate they serve, so one hijacked remote-support session fans out into many downstream intrusions; customers should inventory remote-access agents they did not deploy themselves.

2026-11-11 23:00 UTC | BLOCK 975483 BITCOIN $74,262 | GOLD $3,990 | OIL $90.79

1. Trump Says Iran War Will End Soon as Tehran Rules Out Hormuz Reset -- In a Veterans Day address, Trump defended the war with Iran, said the conflict would end soon and claimed Washington "did not start" it, while Iran's parliament speaker and chief negotiator Mohammad Bagher Ghalibaf said the Strait of Hormuz will "never return" to pre-war status and that Tehran is waiting for an official US response to its seven conditions. -- The statements set up a sequencing fight rather than a settlement: Washington wants concessions before sanctions relief, Tehran wants the blockade lifted and frozen assets released first. With Brent at $90.79 carrying little war premium, a stalled channel reaches hull insurance and diesel before crude.

2. Nvidia Hires Wachtell as Congress Moves to Tighten China Chip Curbs -- Nvidia's board hired Wachtell, Lipton, Rosen & Katz to investigate CEO Jensen Huang's relationship with Alice Huang, a Chinese executive US intelligence suspects of spying for Beijing, while lawmakers push resignation calls and tighter Nvidia China export limits. -- Putting the probe under former federal prosecutor Joon Kim gives the board a privileged record before Huang's closed-door congressional briefing on 18 November, while statutory export curbs would bind cloud operators renting US capacity to Chinese developers regardless of Commerce Department discretion. A securities suit filed this week turns on disclosure timing, not the espionage finding.

3. Nasdaq Erases Last Week's AI Selloff as CoreWeave Results Lift Chip Stocks -- US technology shares surged Wednesday, with the Nasdaq erasing last week's losses, after CoreWeave beat revenue estimates and raised its 2026 outlook, lifting Micron, Lumentum and other AI-linked names; expectations of a higher Anthropic IPO valuation added to the bid. -- The rally lowers the cost of funding unbuilt capacity that CoreWeave's debt had repriced above 16%, but it rests on guidance rather than cash flow — the company does not generate enough cash to cover roughly $41 billion of net debt, leaving credit markets to validate the trade.

4. ExxonMobil Challenges EU Carbon Capture Rules Through Investment Treaty -- ExxonMobil has invoked an investment treaty to challenge Brussels' green regulations and seek suspension of the timing requirements attached to its carbon capture projects, the Financial Times reported. -- Treaty arbitration puts EU climate implementation in front of a tribunal rather than a court, and a suspension would hand other fossil projects a template for delaying compliance deadlines while the bloc's 2040 framework is still being written.

5. eMudhra Revokes Eight More CA Certificates After Private-Key Mishandling -- Certificate authority eMudhra revoked eight additional intermediate CA certificates after an investigation found improper handling of private keys during the certificate-generation process, BleepingComputer reported. -- An intermediate CA signs on the root's behalf, so anything issued under a compromised intermediate is trusted by default; operators who pinned or whitelisted eMudhra-issued certificates need to reissue rather than wait for the next browser root update.

2026-11-11 22:00 UTC | BLOCK 975473 BITCOIN $74,674 | GOLD $3,987 | OIL $90.81

1. Massie Forces New House Vote on Epstein Files With 218 Signatures -- Outgoing Rep. Thomas Massie secured the 218 signatures needed to force a House vote on the Epstein Files Transparency Act II, with Rep. John Garamendi providing the final signature; only four Republicans signed the discharge petition, according to House clerk records. -- The bill would give survivors and state prosecutors a private right to sue the Justice Department for records, turning a year-old release mandate the administration has not fully honored into enforceable legal exposure rather than another floor statement.

2. Raskin Pledges Sweeping Trump Corruption Probe as White House Calls Oversight 'Abuse' -- Rep. Jamie Raskin said Democrats will launch a sweeping investigation of President Trump and his allies when they take the House majority, while warning his party against an impeachment "distraction"; the White House called the planned probes an unconstitutional attack on the legislative branch. -- Subpoenas will force document preservation across agencies and legal bills onto both sides before January, but Raskin's caution on impeachment means the first fights will be over records and testimony rather than articles.

DAILY WIRE | 2026-11-11 | BLOCK 975472 BITCOIN $74,478 | GOLD $3,989 | OIL $90.82 | S&P 500 $7,622 | US 10Y 5.01%

NEWS

1. US Asks Russia to Draft European Security Terms as Envoys Head to Moscow -- Washington has asked Moscow to propose a future security agreement with Europe that includes Russian steps to ease tensions, Axios reported; Jared Kushner and Steve Witkoff are due to press Vladimir Putin on Thursday before meeting Volodymyr Zelensky in Dublin. Abu Dhabi talks ended without a breakthrough, though Marco Rubio backed European participation. -- Russia has long sought limits on NATO expansion and a reduced Western military presence in Eastern Europe, so the request gives Moscow a drafting role in arrangements that could outlast a ceasefire while European governments remain wary of terms negotiated without them.

2. Iranian Officials Warn of Renewed US Strikes or Tighter Sanctions -- Senior Iranian officials believe Washington is preparing further military strikes or a tighter economic stranglehold, the Guardian reported, with adviser Mehdi Mohammadi warning that Tehran could be forced into pre-emptive action if the stalemate continues. Britain's Treasury is separately discussing worst-case energy support for households, the Financial Times reported. -- These reports establish Tehran's assessment rather than a confirmed US decision; either military escalation or prolonged economic pressure would keep European energy costs and household-support planning exposed to the unresolved conflict.

3. Bessent Confronts Lutnick Over Megaspeed as China Chip Controls Tighten -- Treasury Secretary Scott Bessent pressed Commerce Secretary Howard Lutnick at a White House meeting over why Nvidia customer Megaspeed was not on the Commerce entity list, Axios reported; Lutnick said he would look into it. MarketWatch separately reported that Nvidia's lobbying spending has reached a record as Congress weighs tougher limits on advanced chip sales to China. -- Policy and supply chains: An entity-listing would directly restrict Megaspeed's access to US technology, while statutory export limits would narrow Commerce's discretion and extend compliance duties across distributors and cloud providers serving Chinese customers.

4. AI Stocks Rebound as Anthropic Receives Nasdaq Listing Date -- US technology shares surged and the Nasdaq erased last week's losses as CoreWeave results and the prospect of a higher Anthropic IPO valuation lifted sentiment, the Financial Times reported. A Nasdaq notice said Anthropic's Class A shares are expected to begin trading November 19 under the ticker ANT. -- The listing now gives public investors a dated test of appetite for frontier-AI equity after sharp valuation swings; a weak debut would tighten financing conditions for compute-heavy developers, while strong demand could support further listings and capital spending.

5. Spain's First General Strike in 14 Years Puts Housing at Center of Election -- A nationwide stoppage over housing costs and purchasing power disrupted Madrid and Catalonia, with the BBC reporting about 120,000 demonstrators in Madrid and more than 50,000 in Barcelona, where protesters clashed with police and officers used tear gas; dozens of people were arrested. The action comes before Spain's November 29 snap election. -- Markets and policy: Housing is now a concrete campaign liability after parliament failed to approve Pedro Sánchez's reform plan: a 50-square-metre Madrid apartment rented for an average of €1,170 in October, nearly half Spain's average gross monthly salary.

6. Qilin Ransomware Administrator Linked to St. Petersburg Man -- Operational-security mistakes by Qilin's administrator point to a 36-year-old man in St. Petersburg, Russia, KrebsOnSecurity reported; the ransomware affiliate program has claimed at least 365 victim organizations in the past three months. -- If corroborated, the identification would give investigators and sanctions authorities a person-level target beyond replaceable servers, with potential to disrupt affiliate recruitment and trust in one of the most active extortion operations.

SOFTWARE

7. Tails OS 7.17 -- The project published stable Tails 7.17 on November 11, a minor release of its amnesic live operating system accompanied by release notes. -- Tails gives privacy-sensitive users a portable environment designed around Tor and nonpersistent sessions, making verified installation media and the project's upgrade path central to obtaining the new baseline without compromising the system's protections.

8. ComfyUI v0.45.0 -- The stable minor release published November 10 includes crash and performance work and seed-related changes identified in the project's release notes. -- For local generative-AI pipelines, those changes affect runtime reliability and output reproducibility; operators should review seed behavior before deploying the update into repeatable production workflows.

2026-11-11 21:00 UTC | BLOCK 975472 BITCOIN $74,478 | GOLD $3,989 | OIL $90.82

1. Russia's Ambassador to US Dies at 66 -- Moscow announced the sudden death of its ambassador to Washington, Alexander Darchiev, without giving further details; the veteran diplomat was 66. -- The vacancy lands while Washington and Moscow are trading proposals on European security and preparing another round of Ukraine talks, so the embassy's deputy will carry a channel both capitals have used to bypass public posturing until a replacement is named.

2. Iranian Officials Expect Fresh US Strikes or Tighter Sanctions -- Senior Iranian officials believe Washington is preparing either further military strikes or an economic stranglehold meant to force Tehran into retaliation, according to an adviser to Iran's chief negotiator, Mohammad Bagher Ghalibaf. -- The read in Tehran is that pressure is designed to produce a pre-emptive move, which would put Hormuz shipping and war-risk cover back at the centre of pricing; Brent at $90.82 has already shed most of the war premium, leaving little cushion if the channel breaks.

2026-11-11 20:00 UTC | BLOCK 975467 BITCOIN $74,402 | GOLD $3,991 | OIL $90.99

1. US Asks Russia to Draft a European Security Deal as Envoys Head to Moscow -- Washington has asked Moscow to submit a new proposal for a future security agreement with Europe that includes Russian steps to ease tension with the continent, with Jared Kushner and Steve Witkoff due to press the request on Vladimir Putin in Moscow on Thursday before flying to Dublin to meet Volodymyr Zelensky, Axios reported. -- Russia has wanted limits on NATO expansion and a thinner military presence in Eastern Europe for years, and Washington's new openness hands Moscow a drafting role in the architecture that would outlast any ceasefire — a prospect European governments view with suspicion after being kept out of the Abu Dhabi round.

2. Senators Ask HHS to Explain Prediction Markets on Drug Approvals -- Senators Angela Alsobrooks and Ron Wyden asked the Department of Health and Human Services what steps it has taken to mitigate risks from prediction markets tied to clinical trials and drug approvals, CNBC reported. -- A contract on an FDA decision can reprice before the agency publishes anything, so a leak or a well-placed position reaches biotech valuations and trial financing; the question for HHS is whether it treats such markets as a price signal or as an information channel it has to police.

3. US Winter Heating Bills to Rise 7% With Oil-Heat Households Facing 70% -- A National Energy Assistance Directors Association report projects heating costs climbing more than 7% nationwide this winter, with nearly five million households on heating oil facing increases of up to 70%, and attributes part of the pressure to disruption from the war with Iran; the group wants Congress to fund relief. -- Heating oil is the most price-exposed way to warm a house and it is concentrated in the Northeast, so the households least able to switch fuel absorb the steepest increase, arriving while crude at $90.99 still carries war-risk cover priced per voyage.

4. Hawley Backs a National Data-Centre Moratorium Until Ratepayers Are Shielded -- Senator Josh Hawley joined progressive Democrats in calling for a pause on data-centre construction until Congress guarantees households will not absorb the associated grid costs, Politico reported. -- A moratorium would land on a build-out already funding its own gas plants to escape interconnection queues, shifting the argument from how fast capacity is added to who pays for the transmission behind it, and operators financing at yields above 16% would carry any delay.

2026-11-11 19:00 UTC | BLOCK 975463 BITCOIN $74,440 | GOLD $3,996 | OIL $91.41

1. Researchers Unmask Qilin Ransomware's Administrator in St. Petersburg -- Cyber-intelligence firms traced the "Haise" handle that runs Qilin, the most active ransomware affiliate programme with at least 365 victims in three months, to 36-year-old Aleksey Yakovtsev of St. Petersburg, KrebsOnSecurity reported. -- Naming the operator gives sanctions and seizure units a target beyond infrastructure; Qilin pays affiliates at least 80% of any extortion take, so removing the administrator disrupts recruitment in a way no single decryptor does.

2. CFTC Probes Whether Kalshi Improperly Self-Certified Event Contracts -- The Commodity Futures Trading Commission is investigating whether prediction market Kalshi improperly self-certified event contracts, CNBC reported, after the agency ordered the venue to pull sports-related "mention markets" in August. -- Self-certification is what lets an exchange list a product without prior approval, so a finding against Kalshi would slow every rival's launch timetable and hand state gaming regulators a parallel argument over who polices event contracts.

2026-11-11 18:00 UTC | BLOCK 975456 BITCOIN $74,464 | GOLD $4,006 | OIL $91.16

1. Iran Threatens US Bases in Europe if They Are Used to Strike Iran -- Iran's security chief Mohsen Rezaei said Wednesday that Tehran would attack US bases in Europe if they were used to carry out bombing raids against the Islamic Republic, France 24 reported. -- Security risk: European host nations now sit inside Iran's retaliation map instead of acting as transit points, adding a second war-risk front beyond Hormuz and complicating basing and dispersal decisions for US aircraft.

2. US Envoys Carry Ukraine Terms to Moscow as Territorial Deadlock Holds -- Russia and Ukraine agreed at US-brokered Abu Dhabi talks to the war's largest prisoner exchange, expected to involve more than 1,000 captives from each side, while Jared Kushner and Steve Witkoff were due to take proposals to Vladimir Putin in Moscow on Thursday, the Guardian reported. -- Geopolitical positioning: the swap is the one deliverable verifiable quickly, while Moscow's Vladimir Medinsky casts any deal as a new European security order and European governments stay shut out of the room.

3. Armed Violence Displaces More Than 323,000 in Four Days in Eastern Congo -- Preliminary estimates put more than 323,000 people displaced in four days across Kalehe and Kabare territories in South Kivu, with humanitarian access limited and several activities suspended, OCHA said. -- Humanitarian and public-health risk: the surge overwhelms host families and aid supply chains before agencies reach affected zones, and each suspended activity raises disease and food exposure while armed groups gain leverage over access roads.

4. Millions Walk Out in Spain's First General Strike in 14 Years Over Housing -- Workers across Spain staged the country's first general strike in 14 years on Wednesday, with mass walkouts in several cities over housing costs and wages, the BBC and Al Jazeera reported. -- Housing is the pressure point in a wider European affordability squeeze: the stoppage tests whether the minority government can turn anger into rent and supply policy, while lost output lands on a euro-area economy already absorbing higher energy costs and French cost-of-living protests next door.

5. Maersk Confirms Data Breach as WhiteArmor Ransomware Demands $5 Million -- Maersk said a threat actor gained unauthorized access to a local legacy system inherited through an earlier acquisition and extracted data, as the WhiteArmor ransomware group demanded $5 million, BleepingComputer reported. -- Shipping groups run on acquired systems that rarely share the parent's patching and identity controls; a breach of a legacy local system exposes commercial data without touching vessel operations, so the test is whether Maersk pays, rebuilds or isolates the inherited estate before files are published.

2026-11-11 17:00 UTC | BLOCK 975450 BITCOIN $74,283 | GOLD $4,005 | OIL $92.27

1. Hoax Bomb Threats Force Evacuations at Hundreds of Schools Across Scotland and Northern Ireland -- Police said at least 470 schools in Scotland and 300 in Northern Ireland received hoax bomb threats on Wednesday, forcing evacuations at some sites, with similar generic warnings sent to schools in the Republic of Ireland. -- The alerts recycle the "Mikhail Andropov" alias used against European flights last week, so the campaign costs teaching time and fire-crew callouts without requiring new tooling; schools and aviation security now share the same verification burden.

2. Kenya Discharges Last Ebola Patient as Congo Outbreak Passes 11,000 Cases -- Kenya discharged its last Ebola patient from a Nairobi hospital and will be declared free of the virus on 23 December if no new cases appear, the health ministry said, after nine confirmed infections in a single cluster and all 135 contacts traced; DR Congo reported 11,000 cases and 5,387 deaths. -- Kenya's response shows contact tracing can contain a cross-border import, but Congo's widening outbreak keeps the region's surveillance and laboratory capacity under strain; travel and trade restrictions will follow any new detection, not the case count alone.

2026-11-11 16:00 UTC | BLOCK 975450 BITCOIN $73,612 | GOLD $4,010 | OIL $92.62

1. Brazil Electoral Court Fines Meta 7.5 Million Reais Over Election Orders -- The Superior Electoral Court unanimously fined Meta 7.5 million reais ($1.34 million) Tuesday for missed deadlines and incomplete disclosures in complying with its orders during last month's presidential runoff, while finding no preliminary evidence the company acted deliberately to favour Flavio Bolsonaro. -- The ruling separates procedure from intent: compliance failures are priced now, and algorithmic manipulation would need a separate case. That hands Brazil's promised platform-regulation push a fine without a finding, and sets a document-delivery standard other electoral courts can copy.

2. Bessent Confronts Lutnick in Situation Room Over Nvidia Customer Megaspeed -- Treasury Secretary Scott Bessent pressed Commerce Secretary Howard Lutnick at a post-midterm White House Situation Room meeting over why Megaspeed, an Nvidia customer, had not been added to the entity list, and Lutnick said he would look into it, Axios reported, citing sources. -- The entity list decides whether a Chinese-linked cloud buyer can keep renting Nvidia capacity, and officials say Commerce has spent a year undoing efforts to hold the company. Listing Megaspeed would bite cloud operators rather than the chip supplier alone, as Congress moves to write export curbs into statute.

3. CoreWeave Jumps 20% and Lifts 2026 Outlook as AI Trade Revives -- CoreWeave shares rose 20% after the AI cloud provider beat third-quarter revenue estimates and raised its 2026 revenue outlook to $13 billion, lifting chip stocks and pulling US technology shares higher after last week's selloff. -- That guidance is the evidence credit markets wanted, coming after CoreWeave's debt traded above 16% on doubts that contracts outlast the hardware they finance. A sustained equity bid lowers what unbuilt but contracted capacity costs to fund, and reprices execution risk for the miners-turned-hosting cohort.

2026-11-11 15:00 UTC | BLOCK 975446 BITCOIN $73,508 | GOLD $4,031 | OIL $91.23

1. Fed's Goolsbee Calls October Inflation 'Borderline Disturbing' as Hike Case Builds -- Chicago Fed President Austan Goolsbee described the October consumer price report as "borderline disturbing", after the index rose 0.4% and core prices 0.3% for a third consecutive month. -- His reaction puts a December increase, and a possible half-point move, closer to fully priced; the 10-year Treasury yield near 5% already lifts mortgage and refinancing costs and raises the discount rate on data-centre debt trading above 16%.

2. Saudi Oil Output Recovers to Near Prewar Levels Despite Infrastructure Attacks -- Saudi crude production has climbed back close to prewar levels and is running above its pre-conflict average, with the kingdom keeping exports flowing despite attacks on shipping and energy infrastructure, the Financial Times reported. -- Restored volumes cap the price effect of each new strike, but war-risk cover is now quoted per voyage, so underwriters raising premiums reach freight and Asian refiners' landed costs before crude does.

3. Global Watchdog Presses Turkey to Tighten Crypto Rules -- A global financial watchdog urged Turkey to strengthen its cryptocurrency rulebook, Channel NewsAsia reported, pressing Ankara on supervision of a market that has drawn heavy retail participation. -- Turkish savers have used crypto and stablecoins to hedge lira depreciation, so tighter custody and exchange rules reach household balance sheets; compliance failures also carry banking-access consequences, which is where the leverage sits.

2026-11-11 14:00 UTC | BLOCK 975438 BITCOIN $73,820 | GOLD $4,041 | OIL $91.26

1. N-able Ships Hotfixes for Publicly Disclosed N-central Zero-Days -- N-able released hotfixes for zero-day flaws in its N-central remote monitoring and management platform after they were disclosed publicly over the weekend with proof-of-concept code, forcing the company to take vulnerable hosted environments offline, BleepingComputer reported. -- N-central is the console managed-service providers drive entire client estates from, so one unpatched server is a hop away from hundreds of downstream networks; the flaws were public for days before a fix existed, so operators should check for intrusion as well as patch.

2026-11-11 13:00 UTC | BLOCK 975433 BITCOIN $73,914 | GOLD $4,045 | OIL $91.55

1. Ukraine Talks Yield a Prisoner Swap as Moscow Bars Europeans -- A second day of US-mediated talks in Abu Dhabi ended after a short session Wednesday with a deal on a prisoner exchange, and Russia's negotiator said further rounds would follow while the Kremlin kept European governments out. -- The swap is the only deliverable Kyiv can verify quickly, so the security guarantees and sanctions relief that decide the war's terms are being scoped bilaterally: Jared Kushner and Steve Witkoff fly to Moscow on Thursday, then to Dublin to see Volodymyr Zelensky. Europe's exclusion is a geopolitical loss, leaving Paris and Brussels to offer side deals rather than write the settlement.

2. Clashes Near Sudan's Border Kill at Least 65 in Western Ethiopia -- At least 65 people were killed in violent clashes in western Ethiopia close to the Sudanese frontier, France 24 reported. -- Security risk runs down that corridor: it carries arms and refugees across from Sudan's war, and the fighting competes for federal troops already committed against Fano in Amhara and on the Tigray front, exposing aid convoys and the camps absorbing the spillover. It also strengthens the Senate Democrats' case to pause US arms sales, with Addis stretched across two theaters at once.

3. AI Datacentre Developers Plan 181GW of On-Site Gas to Dodge Grid Queues -- Research identified proposals for on-site gas-fired power plants at datacentre sites across the US, UK and mainland Europe totalling 181GW of capacity, built because connections to national grids are delayed, the Guardian reported — almost four times Great Britain's peak electricity demand. -- On-site turbines shave years off an interconnection wait but convert an electricity problem into a fuel one, chaining compute to gas prices and turbine lead times while COP31's electrification target stays quiet about the generation behind the plug.

4. Belgium Approves ICE-Style Home Raids to Expel Refused Asylum Seekers -- MPs backed a law letting the immigration office obtain a judge's warrant for police to enter homes without consent between 5am and 9pm, detain people without papers and search for identity documents, after more than 60 protests; Amnesty's Belgian section called it "a law of fear". It takes effect next spring. -- Entry turns on administrative status rather than criminal suspicion, and the text offers no route to challenge a warrant, so individual judges decide what counts as a threat to public order. The EU's new returns regulation carries similar powers, giving other capitals a template.

5. South Korean Parties Tentatively Agree to Tax Digital Assets From 2029 -- The ruling and opposition parties have tentatively agreed to impose taxes on digital assets from 2029, Yonhap reported, settling a standoff over the levy's start date. -- The tax has been legislated since 2020 and postponed repeatedly, so a 2029 start pushes it past the next presidential election and leaves exchanges without withholding systems to build; Seoul separately began treating exchange hacking as a national security matter after the Binance theft.

CODE WIRE | BLOCK 975433 BITCOIN $73,936 | GOLD $4,047

Tails OS 7.17 -- Tails is a portable operating system that routes Internet connections through Tor and leaves no trace on the computer unless explicitly configured. -- Tails 7.17 updates Tor Browser to 16.0.1, the Tor client to 0.4.9.16, and the Linux kernel to 6.12.116. -- Source: https://tails.net/news/version_7.17/

2026-11-11 12:00 UTC | BLOCK 975429 BITCOIN $74,000 | GOLD $4,054 | OIL $91.20

1. Bomb Threats Empty More Than 300 Italian Schools -- At least 300 schools were evacuated across Italy on Wednesday after emailed bomb threats, the country's education minister said, with the message signed "Mikhail Andropov", the alias used in hoax alerts against European flights last week. -- Each evacuation burns a morning of teaching and pulls fire crews onto school grounds; a campaign trading on one recycled alias also shows the alerts need no new tooling, leaving schools to absorb disruption that aviation security is already budgeting for.

2. EU Pledges United Response After Paris Blames Iran for Fridge Hacks -- The EU said it would look to provide a "swift and united response" after France blamed Iran for a cyberattack on hundreds of supermarket fridges, France 24 reported. -- Bloc-level coordination turns a national attribution into groundwork for EU sanctions, which is what grocers need to recover retrofit costs; the remedy was physical, with controllers re-flashed or replaced, so the policy track carries more weight than any patch.

3. Goldman Adds Fed Hikes to Its Forecast After Hot October CPI -- Goldman Sachs revised its Federal Reserve call to pencil in additional tightening after October consumer prices rose 0.4% and core prices 0.3% for a third straight month, MarketWatch reported. -- The revision tells clients to buy more premium rather than bank on a peak: a higher terminal rate lands on mortgage and refinancing costs and lifts the discount rate on data-centre debt already trading above 16%.

2026-11-11 11:00 UTC | BLOCK 975425 BITCOIN $73,990 | GOLD $4,052 | OIL $91.72

1. Zelensky Says Russia Is Using Winter as a Weapon After 52,000 October Losses -- President Volodymyr Zelensky told students in Copenhagen that Russia had failed every battlefield operation this year and turned to attacking civilians through winter, putting Russian October losses at 52,000. -- The casualty figure, if accurate, measures the manpower drain behind Moscow's refusal to concede territory, while the winter campaign shifts the burden onto Ukraine's grid and air defences; with Patriot deliveries years away, transformer stocks and repair crews set the damage rate as heating demand rises.

2. India Ordered Takedowns on Forged Court Orders, Police Open Probe -- Indian authorities ordered websites taken down using forged court orders, Reuters found, and police have opened an investigation into how the fake rulings reached intermediaries. -- Platforms act on court orders under safe-harbour rules, so forged paperwork can delete lawful pages before a judge sees the file; the probe tests verification at the point where compliance and the justice system meet, with censorship exposure for publishers.

3. Nvidia Shares Rebound 4% Before Earnings as Huang Scrutiny Builds -- Nvidia shares rose 4% Wednesday, recovering part of an 8% slide, as investors weighed whether the FBI inquiry into CEO Jensen Huang's affair with a woman US intelligence suspects of spying for China will spill into the business ahead of earnings. -- The rebound prices the scandal as a key-person problem rather than a demand shock at a $4tn supplier with no named successor; Huang's closed-door congressional briefing on 18 November and pending Commerce export controls are the next catalysts, and a securities suit turns on disclosure timing rather than the espionage finding.

2026-11-11 10:00 UTC | BLOCK 975420 BITCOIN $73,720 | GOLD $4,050 | OIL $91.28

1. Russian Strikes Cut Power Across Southern Odesa Region and Kill a Woman -- Overnight attacks on energy facilities caused emergency outages across parts of the Bolhrad, Bilhorod-Dnistrovskyi and Odesa districts, and a 70-year-old woman injured in the strikes died in hospital, regional governor Oleh Kiper said. -- The hit districts sit on the Danube and Bessarabian corridors carrying Ukraine's remaining Black Sea-adjacent export and import traffic, so substation damage reaches port and rail handling as well as households. With heating demand rising, replacement transformers and crew access set the repair timetable, not interception rates.

2026-11-11 09:00 UTC | BLOCK 975411 BITCOIN $73,792 | GOLD $4,058 | OIL $90.58

1. Russian Cruise Missiles Cut Through Moldova's Airspace During Ukraine Barrage -- Two Russian Banderol cruise missiles crossed Moldovan airspace on Wednesday morning, one passing near the Odesa border and the other heading into Transnistria before both left within minutes, Moldova's defense ministry said. -- Moldova's surveillance system tracked both but the country has no interceptors of its own, so each overflight adds stray-fire risk to the Odesa corridor's road, rail and Danube logistics and gives Chisinau fresh grounds to press for faster Western air-surveillance integration.

2. More Than 100 Indonesian Lawmakers Move to Impeach Vice-President Gibran -- More than 100 Indonesian lawmakers signed a petition seeking Vice-President Gibran Rakabuming Raka's removal, arguing he 'no longer meets the requirements' of his post, a signatory said, Channel NewsAsia reported. -- The challenge hits the bridge between Joko Widodo's support base and President Prabowo Subianto's coalition just as MSCI weighs downgrading Indonesia from emerging-market status; a drawn-out succession fight would complicate Jakarta's effort to hold index-tracker flows and borrowing costs steady.

3. Taiwan Sends Acer's Stan Shih to APEC as Beijing Rejects Official Billing -- Taiwan picked Acer co-founder Stan Shih to represent President Lai Ching-te at the APEC summit in China, choosing a business envoy as Beijing insists the island is part of its territory rather than a separate nation, Channel NewsAsia reported. -- A corporate representative lowers the protocol fight while keeping Taipei in a forum where chip supply chains and US-China technology rules are negotiated; it also shows how little official space Taiwan retains at Beijing-hosted multilateral meetings.

4. Chinese University Bought Restricted Nvidia H200 Chips Despite US Ban -- A Chinese university obtained Nvidia H200 accelerators despite US export restrictions, records cited by Al Jazeera show, the latest evidence that controls are leaking at the institutional level. -- Each confirmed H200 delivery narrows the capability gap the controls are meant to preserve and turns scrutiny onto distributors and cloud brokers; it also strengthens the case for the statutory chip curbs Speaker Mike Johnson backed, which would bind US capacity rented to Chinese developers.

5. Deutsche Bank Opens Digital-Asset Custody Service -- Deutsche Bank launched a digital asset custody service, putting a major European lender into a business led by crypto-native custodians and exchange units, Channel NewsAsia reported. -- Bank custody gives pension and asset managers a counterparty inside existing supervision and audit chains, a precondition for tokenized fund and collateral work; it also forces crypto custodians to compete on balance sheet and regulatory standing rather than wallet features.

2026-11-11 08:00 UTC | BLOCK 975406 BITCOIN $73,868 | GOLD $4,065 | OIL $90.53

1. Drones Set Russia's Largest Baltic Port Ablaze and Halt Flights Near St. Petersburg -- Ukrainian drones struck the Ust-Luga port in the Kingiseppsky district, starting a fire that injured three workers, Leningrad region governor Alexander Drozdenko said; Pulkovo airport suspended arrivals and departures and two inbound flights were diverted to Helsinki. -- Ust-Luga is Russia's second-largest port overall and handles about 700,000 barrels a day of crude exports plus 32.8 million tonnes of oil products, so damage there stacks onto refinery strikes that have already idled about 30% of Russian processing capacity. Pulkovo's closure shows the drone reach now covers Baltic export logistics as well as refining.

2. Zemmour Opens 2027 French Presidential Bid With Pledge to Expel Legal Residents -- Éric Zemmour announced Tuesday he will run in next year's election, pledging two million fewer immigrants by the end of a five-year term and the expulsion of foreigners unemployed for more than six months even with legal status. -- Zemmour finished fourth in 2022 and now campaigns to Marine Le Pen's right, forcing her to defend immigration territory while Macron's departure leaves the race open; expelling legal residents also sets a template for residence-permit and employer rules.

3. Seoul Shares Jump 2.6% as Foreign Buyers Pile Into Chip Stocks -- The KOSPI closed up 136.23 points, or 2.6%, at 5,375.36 for a second straight rise, with foreigners net buying 655.3 billion won, Samsung Electronics up 3.57% and SK hynix up 5.36%. -- The rally ran against Wall Street losses and hotter-than-expected US inflation because Trump's remarks on Iran pushed oil down; a chip-led bid resting on export momentum is exposed if the Fed turns more aggressive.

2026-11-11 07:00 UTC | BLOCK 975396 BITCOIN $73,794 | GOLD $4,058 | OIL $91.04

1. Russian Drone and Missile Barrage Blacks Out Kryvyi Rih and Hits 17 Locations -- Russia attacked from 18:00 Tuesday with a Kh-59/69 guided missile and 163 strike drones, 91 of them jet-powered Shaheds, and Ukrainian air defences downed or suppressed 14 S8000 Banderol drones and 130 other UAVs, the air force said; hits were recorded at 17 locations and Kryvyi Rih lost electricity and heating. -- Jet-powered drones and Banderol missiles cut warning time for the mobile fire groups carrying the interception load, so the roughly one-in-seven that gets through sets the repair bill on substations rather than the kill rate; with Patriot deliveries years away, transformers and crews remain the constraint entering the heating peak.

2. CISA Lists Actively Exploited Cisco and Openwave Flaws With a 24 November Deadline -- The Cybersecurity and Infrastructure Security Agency added CVE-2026-20320 in Cisco BroadWorks and a flaw in Openwave Messaging Webtop Media Transcoder to its Known Exploited Vulnerabilities catalog, citing evidence of active exploitation and ordering federal civilian agencies to patch by 24 November. -- BroadWorks sits in enterprise and carrier voice estates, so exploitation on an internet-facing edge reaches call routing and voicemail stores rather than endpoints; the KEV listing makes fixing mandatory inside government and hands private operators a defensible deadline to cite upward.

2026-11-11 06:00 UTC | BLOCK 975392 BITCOIN $73,748 | GOLD $4,060 | OIL $90.65

1. Bessent Tells Beijing to 'Harbor No Illusions' as US and China Work an AI Channel -- Treasury Secretary Scott Bessent said Washington and Beijing should "harbor no illusions" about each other as they cooperate and compete on artificial intelligence, speaking as the two sides work the AI dialogue and incident communications line agreed during Xi Jinping's September visit. -- A dedicated channel is meant to stop a chip, model or military-AI incident from escalating unattended, but it runs alongside export controls rather than replacing them; operators moving workloads across both markets still carry licensing risk the hotline does not touch.

2026-11-11 05:00 UTC | BLOCK 975388 BITCOIN $73,660 | GOLD $4,045 | OIL $90.90

1. Pentagon Backs Permanent US Base in Poland, With White House Decision Due in December -- Polish Deputy Prime Minister and Defence Minister Władysław Kosiniak-Kamysz said after talks in Washington with Pete Hegseth that the Pentagon had given the green light for a permanent US military base on Polish territory, and that the final decision rests with the White House in early December. -- A permanent site replaces a rotational tripwire with fixed infrastructure, so Warsaw can begin planning host-nation support and construction around a December verdict — and it arrives while the same European force review is expected to thin US presence elsewhere on the eastern flank.

2. Bessent Moves to a Military Base as the US Indicts Three Iranians on Terror Charges -- Treasury Secretary Scott Bessent has reportedly relocated to a military base over threats to his life from Iran, CNBC reported, the same week the Justice Department said three Iranian nationals had been indicted on terrorism-related charges. -- Threats reaching the official who runs sanctions and the naval blockade put the economic-strangulation campaign's own architects in the target set; with Brent at $90.90 carrying little war premium, each retaliation signal reaches war-risk cover and freight before it reaches crude.

3. Alibaba Moves to List Its Nvidia Rival T-Head in Hong Kong -- Alibaba said it will list chip-design unit T-Head on the Hong Kong Stock Exchange, noting it had already filed confidentially for the offering on 11 September. -- A Hong Kong listing hands the unit its own capital and a market-set valuation outside US export-control reach, giving investors a pure-play on Chinese silicon and turning technology adoption inside Beijing's substitution drive into a priceable bet rather than a policy claim.

4. Musk Expected to Join Trump at APEC as Huang's Attendance Stays in Doubt -- Elon Musk is expected to travel with President Donald Trump to next week's APEC summit in Shenzhen, while Nvidia chief executive Jensen Huang's participation remains uncertain after recent controversy, the South China Morning Post reported. -- Huang's absence would leave Nvidia without a direct seat where the export rules governing its China market access are argued, and those rules reshape supply chains for operators renting US capacity; the FBI inquiry and pending Commerce controls give Washington's delegation the stronger hand on the same trip.

5. Fullerton Health Discloses Breach of Server Behind Migrant Worker Care Programme -- Fullerton Health said a server supporting a migrant worker care programme was hit by a cybersecurity incident, and that names, foreign identification numbers and mobile numbers may have been affected. -- The FIN is the identifier employers, clinics and banks match on, so the leaked records raise security risk of impersonation and fraudulent claims against permit holders with the least slack to absorb them, and put notification and vendor-vetting duties on a provider holding data collected under a care programme.

2026-11-11 04:00 UTC | BLOCK 975381 BITCOIN $73,760 | GOLD $4,048 | OIL $90.93

1. UN Peacekeepers Return Fire After Patrol Comes Under Attack in Southern Lebanon -- The United Nations peacekeeping force in Lebanon said one of its patrols was fired upon with about a dozen rounds in the south and returned fire. -- UNIFIL patrols are the buffer zone's only independent observers; direct fire puts peacekeepers inside the exchange rather than beside it and complicates movement just as Israel paves military routes across the south.

2. Microsoft Patches 1,328 Flaws, Including 45 Critical Remote-Code Bugs -- Microsoft's November security update fixes 1,328 vulnerabilities across its products, 60 rated critical and 45 of them remote-code-execution flaws, according to Talos. -- Remote-code bugs matter because exploitation needs no user click; internet-facing Exchange servers and remote-access gateways should get the update before desktop fleets, especially after this week's actively exploited SSL-VPN bypass.

3. South Korea Fines 15 Primary Dealers $1.2 Billion for Bond Auction Collusion -- South Korea's Fair Trade Commission fined 15 banks and brokerages a record 1.62 trillion won (US$1.2 billion) for coordinating bids across 150 government bond auctions between January 2020 and June 2023. -- Auction yields feed mortgage and corporate borrowing costs, so collusion at the bid reached every borrower; the record penalty and referral of seven firms to prosecutors also raises the cost of the primary-dealer status banks rely on for liquidity.

4. Seoul Calls Crypto Thefts a Global Security Threat After $6 Billion Binance Hack -- Vice Foreign Minister for Strategy and Intelligence Jeong Yeon-doo told an OSCE cybersecurity conference in Vienna that recent crypto thefts carry significant international security implications and called for an AI-era overhaul of cyber defenses, after North Korea was accused of stealing more than $6 billion from Binance. -- Treating exchange breaches as state action shifts crypto security from compliance to sanctions and intelligence sharing; stolen keys become strategic assets, and Seoul now has a case to coordinate tracing with European agencies facing the same crews.

2026-11-11 03:00 UTC | BLOCK 975375 BITCOIN $73,290 | GOLD $4,045 | OIL $90.88

1. Judge Lets Trump's $10bn BBC Suit Proceed -- Federal judge Jeffrey Kuntz denied in part the BBC's motion to dismiss Trump's $10bn defamation claim over a Panorama edit that spliced his pre-January 6 remarks, ruling he had plausibly pleaded reputational harm, the Guardian reported. -- Discovery into how the broadcaster cut that sequence is the exposure: a US court setting terms for edited political footage hands every foreign outlet a standard for what a splice must preserve.

2. Egypt Retries Mada Masr Editor as UN Assails Press Crackdown -- Lina Attalah, editor of Mada Masr, faces a Cairo criminal court retrial Wednesday on charges of operating without a licence and publishing false news, after a 2024 in-absentia one-year sentence she learned of only last month. -- A separate misdemeanour court has already ordered the outlet shut and fined her 3m Egyptian pounds, so licensing has become the instrument rather than the alleged offence; Brussels and the Committee to Protect Journalists are watching whether the EU attaches conditions to its Egypt dialogue.

3. Oil Climbs Off Two-Month Low as Hormuz Attacks Outweigh Truce Hopes -- Brent rose from a two-month low as attacks on shipping in the Strait of Hormuz countered optimism over an Iran truce, Channel NewsAsia reported. -- Hull damage matters more than the flat headline price: war-risk cover is quoted per voyage, so underwriters lifting premiums reach freight and diesel costs before any cargo's crude value moves.

4. Johnson Backs Curbs on US Chip Sales to China -- House Speaker Mike Johnson endorsed measures that would restrict American chip sales to China, making him the latest congressional leader to back the curbs, Politico reported. -- If the Senate-passed provisions survive into the defense bill, the limit shifts from Commerce Department discretion into statute, binding cloud operators that rent US capacity to Chinese developers no matter who runs the agency.

2026-11-11 02:00 UTC | BLOCK 975367 BITCOIN $73,754 | GOLD $4,039 | OIL $90.60

1. Anthropic Bankers Move to Lift IPO Valuation Past $1.5 Trillion -- Bankers preparing Anthropic's Nasdaq listing expect to raise its price range on strong investor demand, taking the valuation to $1.5 trillion or more, the Financial Times reported, days after the company set an initial $70 to $78 a share range. -- Lifting the range after prospective buyers had publicly called $1.5 trillion a stretch shifts the burden onto the aftermarket and fixes the reference price for the AI listings queued behind Anthropic; equity sold here is capital the lab does not have to borrow at the yields above 16% that CoreWeave's debt commands.

2. Senate Democrats Urge Rubio to Halt Ethiopia Arms Sales and Restore TPS -- Senators led by Jeanne Shaheen asked the State Department to back an immediate ceasefire, open mediation to groups excluded from the 2022 Pretoria agreement, halt new arms sales to Ethiopia, reinstate Temporary Protected Status for Ethiopians in the US and surge food aid, warning that fighting in Tigray and tension with Eritrea could become a multi-front war. -- Washington lifted its arms-export ban in May and let the sanctions programme on the conflict lapse in September, so the request would reverse a six-month posture; Chris Coons signed the letter and is expected to chair Foreign Relations in January, giving the ask committee weight once Democrats hold the gavel.

3. Asia's $240 Billion Swap Pool Adds a Rapid-Financing Window -- The revised Chiang Mai Initiative Multilateralisation took effect Wednesday after all 13 ASEAN+3 members completed their signing procedures, adding a Rapid Financing Facility for members with urgent balance-of-payments needs to a pool South Korea contributes $38.4 billion to, the Bank of Korea said. -- A standing rapid-disbursement route lets a member draw liquidity without first waiting on an IMF programme, which matters most when dollar funding tightens; the facility's credibility turns on whether a first draw arrives fast and without the stigma that left the pool largely unused through past stress.

4. South Korean Exports More Than Double in First Ten Days of November -- Customs data released Wednesday showed exports more than doubled from a year earlier over the first ten days of the month, Yonhap reported, while Seoul shares opened lower on inflation fears before turning higher. -- Ten-day trade figures are noisy and swing on working days and shipment timing, but a doubled rate feeds into the full-month reading and the won; a chip-led surge also ties Seoul's growth to the tariff and AI capital-spending cycle that has whipsawed the KOSPI this month.

2026-11-11 01:00 UTC | BLOCK 975361 BITCOIN $73,618 | GOLD $4,041 | OIL $90.56

1. OpenAI Burns Cash as Quarterly Revenue Reaches $10 Billion -- OpenAI posted steep losses even as quarterly revenue climbed to $10 billion, the Wall Street Journal reported. -- A $10 billion quarter puts revenue near a $40 billion annual pace, but the losses show how much inference and compute still consume; the figures land as Anthropic prices an IPO and lenders charge more than 16% on AI infrastructure debt.

2. Niesr Warns Bank of England's Timid Hike Locks In Inflation to 2030 -- The National Institute of Economic and Social Research said last week's quarter-point rise to 4% was too small and risks inflation staying above the 2% target until at least 2030, warning that one more increase will not suffice. -- Pay awards for 2027 are being set while inflation is forecast above 4%, so delays raise the eventual tightening needed; mortgage refinancing and gilt issuance absorb the cost in the meantime.

3. Classified Memo Warned Commerce on Nvidia Chief's Suspected Spy Tie -- A highly classified memo warned Commerce Secretary Howard Lutnick about Nvidia CEO Jensen Huang's relationship with Alice Huang, a woman US intelligence suspects is a Chinese agent, before Trump's China trip, Axios reported; House Speaker Mike Johnson separately backed curbs on US chip sales to China. -- A person-level warning gives export-control officials evidence that Nvidia's corporate assurances cannot supply, while Johnson's support shows statutory curbs gaining ground and puts cloud operators renting US capacity to Chinese developers in the path of any new rule.

4. Trump Chose Economic Strangulation of Iran Over New War or Deal, Rubio Tells G7 -- Secretary of State Marco Rubio told G7 counterparts in Paris that Trump weighed resuming the Iran war or cutting a deal before choosing to strangle the regime economically, Axios reported. -- The blockade and sanctions path avoids another oil shock but has no endpoint, so it leaves freight and war-risk cover priced to enforcement rather than to a settlement; Brent at $90.56 has already shed most of the war premium.

5. Microsoft Finds Sleeper Agents Can Hide in a Handful of AI Neurons -- Microsoft Research said a capable agent model could be turned into a sleeper agent by editing fewer than ten neurons to insert a short payload, and that frontier agents can identify the anomalous weight edits. -- Backdoors that small survive routine fine-tuning checks and sit below ordinary evaluation, making weight provenance and third-party inspection part of model supply-chain security rather than an optional audit.

2026-11-11 00:00 UTC | BLOCK 975357 BITCOIN $73,671 | GOLD $4,038 | OIL $90.55

1. House Blocks Hegseth Impeachment in 211-204 Party-Line Vote -- Republicans voted 211-204 on Tuesday to refer Thomas Massie's eight-article impeachment resolution against Defense Secretary Pete Hegseth back to the Judiciary Committee, with Massie the only Republican opposing; the articles allege he violated the constitution by continuing the Iran war without Congress. -- The recorded vote writes the war's legal basis into the congressional record while Trump weighs fresh strikes. Democrats are expected to revive the articles when they take the gavels in January, and a Senate trial would consume lame-duck floor time already needed to fund the government past 11 December.

2. CoreWeave Beats Revenue Estimates and Raises Guidance -- The AI cloud provider topped third-quarter revenue forecasts and lifted its outlook, after its shares had been sold off hard into the report on doubts about data-centre economics. -- Guidance carries more weight than the beat here: CoreWeave's debt has traded above 16% as lenders questioned whether contracts outlast the hardware they finance, so a raised forecast is the evidence the credit market wanted before paying for capacity that has not been built.

3. CFTC Warns Kalshi of Imminent Enforcement Action -- The Commodity Futures Trading Commission has told prediction market Kalshi that charges are imminent, according to a person familiar with the matter, and Politico reported the filing is being prepared. -- Enforcement rather than rulemaking would set the perimeter for event contracts case by case, leaving Kalshi and the venues copying its model to litigate product design while state gaming regulators pursue overlapping claims.

2026-11-10 23:00 UTC | BLOCK 975352 BITCOIN $73,638 | GOLD $4,034 | OIL $90.68

1. House Republicans Elevate Jim Jordan to Minority Leader -- House Republicans elected Judiciary Chairman Jim Jordan over Majority Leader Steve Scalise by 106-73 in a secret ballot Tuesday, handing the Ohio conservative the minority leadership, while Senate Republicans reelected John Thune as their leader. -- Jordan takes the gavel as the conference must clear a funding extension with a Democratic majority before the December 11 deadline, and his selection sets the policy and legal exposure terms for the subpoena fights Democrats open in January; Thune's retention means the two chambers diverge.

2. Britain Arrests Senior US Soldier on Suspicion of Spying for Russia -- British counterterrorism police arrested a senior US soldier in the UK on suspicion of spying for Russia, with the investigation involving the FBI and the US military. -- US personnel stationed in Britain handle sensitive communications and base planning, so the security risk reaches UK-US intelligence sharing and could tighten vetting of American staff before any charging decision.

3. US Charges Three Over Iran-Linked Terror Plots in Britain and America -- Federal prosecutors unsealed an indictment Tuesday charging three men over alleged Iran-aligned plots, including a September scheme against RAF Fairford in England where US B-1 bombers were stationed; one defendant allegedly sent coded plans from custody. -- The case shows Iran's network can operate inside allied states while Washington focuses on Hormuz and Abu Dhabi, putting base security, custody arrangements and European extradition cooperation on the agenda.

4. House Opens Impeachment Vote Against Hegseth Over Iran War -- Representative Thomas Massie's eight articles of impeachment against Defense Secretary Pete Hegseth reached the House floor Tuesday, with Minority Leader Hakeem Jeffries backing a yes vote and Hegseth dismissing the effort as a political spectacle. -- A recorded vote would put the Iran war's legal basis on the record while Trump weighs fresh strikes; a Senate trial would consume lame-duck floor time needed to fund the government before the December 11 deadline.

5. Railway Breach Lets Hackers Bill $740,000 in AI Usage to Customers -- Cloud host Railway said attackers exploited two infrastructure vulnerabilities to steal customer environment variables for up to 100,000 workspaces and generate about $740,000 in fraudulent AI charges, which the company will reimburse where providers decline. -- AI provider keys are now valuable enough to justify an intrusion into a hosting platform, so customers should rotate exposed secrets and audit AI spend; Railway linked the attack to a wider campaign against AI developer services.

CODE WIRE | BLOCK 975349 BITCOIN $73,876 | GOLD $4,033

ComfyUI v0.45.0 -- ComfyUI is a modular diffusion-model GUI, API and backend with a graph-based node interface. -- The release adds video input support to Qwen 3.x, eliminates duplicate storage of decoded frames in Get Video Components, and fixes a crash when using UNetSelfAttentionMultiply. -- GitHub: https://github.com/Comfy-Org/ComfyUI/releases/tag/v0.45.0

DAILY WIRE | 2026-11-10 | BLOCK 975343 BITCOIN $73,622 | GOLD $4,037 | OIL $90.72 | S&P 500 $7,513 | US 10Y 5.01%

NEWS

1. Hot October Inflation Pushes Treasury Yields Higher and Revives Fed Hike Bets -- US consumer prices rose 0.4% in October, exceeding forecasts, and the 10-year Treasury yield returned to about 5% as the inflation data and comments from Fed Governor Christopher Waller strengthened expectations for another rate rise. -- Higher yields tighten mortgage and corporate credit before the Fed acts, while increasing the discount rate applied to equities and debt-funded AI infrastructure.

2. Oil Falls Below $90 as Trump Pulls Back From Iran Strike Threat -- Crude dropped below $90 on Tuesday after Donald Trump retreated from a threat to strike Iran, and Secretary of State Marco Rubio said there was no need for further major combat operations. -- Falling crude supported a recovery in global stocks and reduces immediate fuel and freight inflation pressure; renewed strike threats would restore war-risk costs across energy shipping.

3. Nvidia Hires Wachtell for Huang Inquiry as Megaspeed Blacklisting Is Delayed -- Nvidia hired Wachtell Lipton to investigate CEO Jensen Huang's relationship with Megaspeed executive Alice Huang, whom US intelligence suspects of spying for Beijing, with former federal prosecutor Joon Kim leading the inquiry; the Commerce Department separately delayed adding Megaspeed to its trade blacklist. -- Markets, technology and legal exposure: Nvidia now faces simultaneous governance, counterintelligence and export-control scrutiny, while the blacklist decision will determine whether a named customer's access to Nvidia chips is formally restricted.

4. Ukraine Presses Its Position in Abu Dhabi as Russian Strikes Hit Infrastructure -- Foreign Minister Andrii Sybiha outlined Ukraine's position at trilateral talks with Russia and the United States in Abu Dhabi, while officials reported a Russian strike on critical infrastructure and warned of possible gas-supply disruptions in Kirovohrad region. -- An energy-infrastructure truce is now a concrete early test for the negotiations; without one, Ukraine must sustain air defenses and rapid repairs through the heating season.

5. UK Police Arrest Senior US Soldier on Suspicion of Spying for Russia -- British counterterrorism police arrested a 41-year-old US Army soldier near Gloucester on suspicion of obtaining or disclosing protected information and assisting a foreign intelligence service, and searched two Gloucestershire locations; the BBC reported he was based at Imjin Barracks, headquarters of NATO's Allied Rapid Reaction Corps. -- Security risk and geopolitics: The case raises insider-threat concerns at a NATO operational headquarters, though police say it is unconnected to other investigations and no charge has been announced.

6. Spain Demands TikTok Suspension Over Child Abuse Material -- Spain's Ministry of Youth and Children demanded that TikTok suspend operations until child sexual abuse material is removed, after an investigation identified more than 20,000 profiles suspected of hosting such content. -- Civil liberties and legal exposure: A nationwide suspension would move beyond age restrictions into direct service blocking and make verified removal the condition for restoring access.

7. CFTC Postpones Wall Street's AI Computing Futures Plans -- The Commodity Futures Trading Commission postponed Wall Street's push to trade AI computing futures, raising concerns about price manipulation as exchanges race to establish the new asset class, the Financial Times reported. -- The delay leaves AI operators and financiers without a regulated futures market for hedging computing costs, keeping price discovery and risk transfer in private contracts.

SOFTWARE

8. Microsoft November 2026 Windows Security Updates -- Microsoft's November Patch Tuesday addressed 1,235 vulnerabilities across its products, including an actively exploited Outlook zero-day, with Windows 11 cumulative updates KB5132061 and KB5131087 and Windows 10 extended-security update KB5131096. -- The exploited Outlook flaw makes rapid deployment and verification a priority, while Windows 10 fixes are limited to LTSC or Extended Security Update systems rather than every remaining Windows 10 installation.

CODE WIRE | BLOCK 975344 BITCOIN $73,772 | GOLD $4,035

openclaw v2026.9.37 -- OpenClaw is an AI tool designed to carry out tasks across operating systems and platforms. -- This gateway-only extended-stable release from a retired maintenance line stops automatically attaching paired-node photos and screenshots to replies and honors explicit media-read denials when preparing attachments. -- GitHub: https://github.com/openclaw/openclaw/releases/tag/v2026.9.37

2026-11-10 20:00 UTC | BLOCK 975337 BITCOIN $73,372 | GOLD $4,032 | OIL $90.36

1. Ring's Indoor Camera Now Flies From Room to Room -- Amazon's Ring unveiled a $250 flying drone camera that patrols inside homes and businesses, relocating to check alerts and record footage at night, CNBC reported. -- A camera that repositions itself covers more than a fixed mount, but it also decides what enters cloud storage without a person framing the shot; Ring's encryption design has already left video keys on the server side, making custody of those clips the privacy question rather than the flying itself.

2026-11-10 19:00 UTC | BLOCK 975332 BITCOIN $73,308 | GOLD $4,024 | OIL $90.47

1. Russian Naval Activity Around UK Jumps 41% as Allies Launch Drone Patrol -- Russian naval activity around the UK rose 41% in the first nine months of the year, defence readiness minister Luke Pollard said, as the Royal Navy announced a 10-country drone and warship initiative with the Netherlands, Baltic and Nordic states. -- The patrol area covers the sea lanes where Russian submarines transit and where North Sea cables and energy platforms sit; uncrewed sensors add persistence, but hull availability and replacement rates still cap how much water the alliance can cover.

2. UK Police Arrest 325 Protesters Under Terror Law for Backing Banned Group -- Police arrested 325 people on Halloween for holding signs supporting Palestine Action outside the US embassy in London and more than two dozen outside the Supreme Court, FIRE reported, taking arrests under the Terrorism Act 2000 for such displays above 4,000. -- Because proscription restricts expressing "support" rather than only membership, a handwritten sign can create terrorism exposure; the Supreme Court challenge may strike the ban, but it will not automatically clear records of those already arrested.

3. Trahan Drafts AI Safety Bill With Narrower State Preemption -- Representative Lori Trahan is drafting AI safety legislation that would preempt a narrower set of state AI laws, Politico reported, as Democrats prepare to take control of Congress. -- A trimmed preemption clause would leave states such as California room to keep tougher rules while setting a federal floor; developers get one baseline but not full relief, and state attorneys general retain leverage over models deployed inside their borders.

2026-11-10 18:00 UTC | BLOCK 975326 BITCOIN $73,014 | GOLD $4,023 | OIL $90.60

1. Credit Card Debt Climbs to a Record $1.29 Trillion -- Revolving balances rose to a record $1.29 trillion as high prices kept straining household budgets and consumers charged essentials to make ends meet, New York Fed research found. -- Card rates are the most rate-sensitive consumer credit there is, and with Fed Governor Christopher Waller leaning toward a December increase, borrowers face bigger balances with no relief on interest; the pressure lands hardest on households already without a savings buffer.

2. Critical Xen Orchestra Flaw Exploited to Seize Virtualisation Hosts -- Attackers are actively exploiting an authentication bypass in Xen Orchestra that can grant administrator privileges and allow takeover of XCP-ng virtualisation hosts, BleepingComputer reported. -- Xen Orchestra is the console from which every virtual machine on a host is managed, so a bypass reaches snapshots, backups and the credentials stored alongside them. Where an intruder already logged in, patching is not enough: operators should rotate credentials and check for persistence.

3. Bitdeer Books $2.9 Billion AI Cloud Backlog Against a $125.5 Million Quarterly Loss -- Bitdeer reported record third-quarter revenue alongside a $125.5 million net loss and disclosed a $2.9 billion AI cloud backlog, Blockspace Media reported. -- A backlog is contracted revenue that still has to be built and financed, and the loss shows what conversion costs today; with AI infrastructure debt already pricing above 16%, every month between signature and delivery is carried on expensive capital rather than on the customer.

2026-11-10 17:00 UTC | BLOCK 975321 BITCOIN $73,258 | GOLD $4,026 | OIL $90.65

1. Bond Yields Climb Back Near 5% and Stocks Slide After Hot October Inflation -- Consumer prices rose 0.4% in October and core prices 0.3% for a third straight month, and equities fell while the 10-year Treasury yield climbed back toward 5%, MarketWatch reported; the Financial Times said the print seals a December Fed rise and brings a larger increase into play. -- A half-point move, which Governor Christopher Waller has floated, would land straight on mortgage and refinancing costs and lift the discount rate on data-centre debt already trading above 16%; every 10 basis points on the long bond adds to corporate and Treasury refunding bills.

2. MARA Authorizes $500 Million Buyback and Repays $750 Million in Bitcoin-Backed Loans -- MARA's board authorised a $500 million share repurchase and the miner repaid $750 million of bitcoin-backed loans, as third-quarter revenue fell 35%, Blockspace Media reported. -- Retiring secured debt releases pledged bitcoin and shrinks the collateral that can force sales in a drawdown, while buying back stock raises per-share exposure to the holdings; revenue down 35% is the harder number, because it says the mining economics rather than the balance sheet is where the squeeze sits.

3. House Oversight Urges DOJ to Interview Epstein Witnesses in Final Report -- The committee's concluding report on its Epstein investigation said the federal government "failed" survivors and called on the Justice Department to interview key witnesses, while Democrats said their own inquiry is only getting started, Politico and CNBC reported. -- A committee referral carries no legal force, so the practical test is whether DOJ schedules interviews before the new Congress is seated in January, when Democratic chairmen can subpoena the same witnesses and the documents Republicans relied on.

2026-11-10 16:00 UTC | BLOCK 975315 BITCOIN $74,048 | GOLD $4,052 | OIL $89.43

1. Ukrainian Drone Strikes Cut Russia's Refining Capacity by About a Third -- Renewed Ukrainian attacks on Russian refineries since late October have removed roughly 30% of the country's oil processing capacity, Reuters reported. -- Refinery outages hit domestic petrol supply before export revenue, and Rosneft has already rationed sales to 30 litres a car in cities and 50 on highways; each unit under repair also competes with air-defence cover for the same industrial sites as winter demand builds.

2. Argentina Asks Hamburg Tribunal to Halt Falklands Drilling -- Opening a case at the International Tribunal for the Law of the Sea, Argentina argued that Britain's approval of drilling in the North Falkland basin has sharply deepened the sovereignty dispute and that the Sea Lion project must be suspended. -- A suspension order would strand development capital in waters Buenos Aires calls contested, while a ruling for London lets drilling continue with sovereignty formally unresolved; operators, insurers and lenders end up pricing political risk instead of legal title.

3. Meta Extends AI Age Detection to Instagram and Facebook Worldwide -- Meta is rolling the tool out globally, inferring users' ages from behaviour and images rather than requiring identity documents, and experts question whether the estimates protect teenagers, Al Jazeera reported. -- Misclassification is the bill: adults read as minors face re-verification and users judged under-16 lose features they never opted out of. With Britain's under-16 ban due in March, the error thresholds Meta settles on now decide who gets locked out when the rule bites.

EDITOR WIRE | 2026-11-10 | BLOCK 975318 BITCOIN $73,212 | GOLD $4,044 | OIL $89.67 | S&P 500 $7,485 | US 10Y 5.01%

Binance warns iOS flaw can expose wallet keys; researcher says latest iOS 27 update is not a fix

The worse_query iOS sandbox escape remains unpatched in iOS 27.2.1 and 27.3 beta 1, according to the researcher who published it, correcting an earlier claim that updating to 27.2.1 would block the flaw. The 12:05 UTC status update from forcequitOS came after Binance warned iPhone users that a malicious app could read files from other apps, potentially exposing seed phrases, private keys and login credentials. This is the author’s assessment, not an independently reproduced test.

forcequitOS published worse_query on Nov. 8 in collaboration with 0xjohnny, describing it as the successor to bad_query and a proof of concept for developers that “isn’t useful by itself”. The researcher’s README scopes the technique to iOS 26.0–26.7.2 and 27.2. Binance cited iOS 26.7.1, 27.0.1 and 27.2 as examples, and the WQFiles project—built on the technique—says it was tested on those three versions. Those examples are not a complete version matrix.

The published attack path requires an installed malicious app to run with a valid App Group entitlement, permission for a shared app container—not merely a link opening in Safari. At a high level, the code redirects its own App Group cache path through a symbolic link, then a container query returns a sandbox extension that enables access to the target directory. WQFiles uses the technique to browse, edit and delete application data without a jailbreak or kernel exploit. It is not a jailbreak, the researcher stresses.

The practical exposure is conditional. WQFiles demonstrates broad app-container access, but its developer notes that root-owned system-container contents remain restricted. If a wallet leaves a recovery phrase or private key unencrypted in an accessible file, another app could copy it; readable login credentials are also at risk. Reading an encrypted keystore does not itself establish that its keys can be decrypted. The reviewed proof of concept demonstrates file access, not an automatic bypass of Keychain or Secure Enclave protections. Apple documents separate per-item encryption and access checks for Keychain secrets.

The patch picture shifted during the day. SlowMist CISO 23pds at 09:24 UTC urged users to update to 27.2.1 and said the update would block worse_query. At 12:05 UTC, forcequitOS said it is “not patched” in 27.2.1 or 27.3 beta 1 and promised to update the README when it is. Apple’s 27.2.1 advisory lists nine fixes, including Bluetooth, Messages, AirPlay and App Intents, but does not name worse_query. There is no established link between its App Intents fix and worse_query. The advisory’s silence is not proof, but the researcher’s direct status weighs against the earlier all-clear.

Apple shipped iOS 27.2.1 and iOS 26.7.3 on Nov. 9. The 26.7.3 advisory likewise names no worse_query. The researcher’s correction covers the 27-series only; it does not establish whether 26.7.3 blocks the technique. The worse_query fix status for 26.7.3 remains unresolved in the reviewed sources.

Reviewed reporting has no confirmed theft reports tied to worse_query, and Binance’s post itself makes no theft claim. This is an iOS sandbox issue, not an exchange-infrastructure hack or blockchain-protocol failure. Binance advises deleting apps installed from untrusted sources, applying official updates, and, if compromise is suspected, transferring funds to a new wallet created on a clean device and resetting active sessions. An update alone cannot undo an earlier disclosure of a wallet’s recovery phrase.

Sources:

https://x.com/binance/status/2120093246399430770

https://github.com/forcequitOS/worse_query

https://x.com/forcequitOS/status/2120125653085270418

https://x.com/im23pds/status/2120085139174936719

https://support.apple.com/en-us/149715

https://support.apple.com/en-us/149716

https://github.com/kolbicz/WQFiles

https://raw.githubusercontent.com/forcequitOS/worse_query/main/worse_query/worse_query.m

https://x.com/im23pds/status/2119985290907656563

https://support.apple.com/guide/security/keychain-data-protection-secb0694df1a/web

https://decrypt.co/382928/binance-warns-of-apple-ios-flaw-that-could-expose-iphone-users-private-keys?amp=1

https://x.com/forcequitOS/status/2119475139528020218

2026-11-10 15:00 UTC | BLOCK 975305 BITCOIN $73,732 | GOLD $4,057 | OIL $88.75

1. Consumer Prices Rise 0.4% in October, Topping Forecasts and Keeping a Fed Hike Live -- The consumer price index climbed 0.4% in October, more than expected and slower than September's 0.6%, with core prices up 0.3% for a third straight month on recreation, medical care, car insurance and air fares while gasoline rose 1%; the Labor Department published no year-over-year figure because last year's shutdown left a collection gap. -- Core at 0.3% for a third consecutive month leaves the committee little excuse to hold, and Governor Christopher Waller had already floated a half-point December move before the print; each increment feeds mortgage and refinancing costs and lifts the discount rate on data-centre debt trading above 16%, while crude at $88.75 works the other way through fuel and freight.

2. Rubio Calls Abu Dhabi Talks 'Very Productive' as First Trilateral Session Breaks Up -- Secretary of State Marco Rubio characterised the first three-way round with Russian and Ukrainian officials in Abu Dhabi as "very productive" after it adjourned roughly four hours in; negotiators are due to resume on Wednesday morning. -- Officials-level progress carries no binding authority, and the Kremlin has already refused European governments a seat, so sanctions relief, force posture and any security guarantee are being scoped between Washington and Moscow while Kyiv argues its position under continued strikes on its grid.

3. Spain Weighs Suspending TikTok After Probe Finds 20,000 Suspected Abuse Profiles -- Spain's Ministry of Youth and Children called an urgent meeting with TikTok's leadership and said a suspension is under consideration after an investigation counted more than 20,000 profiles suspected of hosting child sexual abuse material on the platform. -- Blocking an app outright would reach further than the under-15 access rules still in draft in Brussels, forcing Madrid to choose between a blocking order and a compliance timetable; for users the test is whether age and content controls actually change, not whether the ministry has met the company.

2026-11-10 14:00 UTC | BLOCK 975303 BITCOIN $73,946 | GOLD $4,058 | OIL $89.21

1. Binance Warns iOS Flaw Can Expose Wallet Keys With No Fix Confirmed -- A researcher published an iOS sandbox escape called worse_query on GitHub that lets an app read other apps' files on iPhones running iOS 26 or 27, Binance warned, putting seed phrases, private keys and login credentials at risk; Apple's updates released a day earlier do not list a fix. -- Wallet security assumes one app cannot reach another's storage, so a single malicious install could sweep keys regardless of which wallet a user chose; users cannot patch the hole themselves and must wait on Apple, with bitcoin at $73,946.

2. Gulf Sovereign Wealth Funds Take $30.5 Billion Hit in AI Selloff -- Sovereign wealth funds and public pensions hold about $335.5 billion of exposure to AI companies, consultancy GlobalSWF estimated, and Gulf funds' listed portfolios have fallen $30.5 billion since June, with Abu Dhabi's Mubadala possibly down $17.5 billion, mostly on GlobalFoundries, and Saudi Arabia's PIF down an estimated $5.64 billion, largely on SpaceX. -- Sovereign funds supplied patient capital to private AI rounds and to listings, so mark-to-market losses limit how much fresh money they can commit without appearing to chase a falling trade; lower valuations may draw selective buying, but GlobalSWF does not expect a wholesale retreat or an imminent rebound.

3. Nvidia and Huang Sued Over Spy Affair as FBI Joins Inquiry -- Nvidia and chief executive Jensen Huang were accused in a California lawsuit of misleading shareholders about the Chinese spying scandal, filed as President Donald Trump said the FBI was investigating Huang's affair with a woman US intelligence suspects of passing chip details to Beijing; the board says it has found no evidence of compromised secrets. -- A securities claim turns on when the relationship became material, not on the espionage finding, so plaintiffs will pursue internal communications before Huang's closed-door congressional briefing; the case adds legal cost to key-person risk at a $4.3 trillion supplier and gives export-control hawks a record to cite.

4. Hegseth Calls Impeachment a 'Political Spectacle' and Defends Iran War -- Defense Secretary Pete Hegseth used a Pentagon press conference to attack Representative Thomas Massie's eight articles of impeachment, calling the effort a political spectacle and a farce, likening it to Democratic impeachments of Trump and defending the Iran war as lawful. -- A floor vote could follow within days and would put the war's legal basis on the record while Trump weighs fresh strikes; a Senate trial would consume lame-duck floor time already needed for government funding before the 11 December deadline.

2026-11-10 13:00 UTC | BLOCK 975299 BITCOIN $74,222 | GOLD $4,077 | OIL $89.40

1. FBI Probes Nvidia's Huang as Commerce Readies Fresh China Chip Curbs -- The FBI is investigating Nvidia chief executive Jensen Huang's affair with an executive US intelligence suspects of spying for Beijing, President Donald Trump said, while the Commerce Department reportedly began preparing new semiconductor export controls and Nvidia shares fell. -- A confirmed federal probe plus fresh curbs moves the China chip argument out of Nvidia's lobbying and into rules and evidence that cloud operators renting US capacity to Chinese developers must price; Huang retains Trump's public backing and his job for now, but a board inquiry and no named successor leave key-person risk on a $5 trillion supplier.

2. Anthropic Sets $70-$78 IPO Range as Investors Balk at $1.5 Trillion -- Anthropic set a price range of $70 to $78 a share for its Nasdaq listing, CNBC reported, roughly five months after SpaceX's record offering and with some prospective investors calling its reported $1.5 trillion valuation a stretch. -- Pricing below the hoped-for mark would leave the lab's compute commitments to be funded by debt markets charging CoreWeave more than 16% rather than by equity, and the range now anchors every AI listing queued behind it while the Nasdaq sits in correction.

3. UK Spends £90 Million on North Atlantic Drones to Guard Cables and Hunt Russian Subs -- The Ministry of Defence said Britain will spend £90 million on drones, sensors and AI systems for the Royal Navy to protect undersea cables and track Russian submarines in the North Atlantic. -- The Greenland-Iceland-UK gap is the transit route for Russian boats and the seabed there carries the financial and energy traffic the alliance runs on; £90 million is small against that infrastructure, so persistence of the sensor net and how quickly uncrewed hulls can be replaced will decide whether patrol coverage actually tightens.

4. Treasury and Bank of England Cut the APF Ceiling -- The Chancellor and the Bank of England Governor jointly agreed to reduce the maximum authorised size of the Asset Purchase Facility and confirmed it in a letter exchange published Tuesday. -- A lower ceiling caps how far the Bank can run down the gilt portfolio under quantitative tightening, putting balance-sheet reduction alongside rate policy in the same long-end supply signal; the decision lands a week after Bank Rate rose to 4% and as the Debt Management Office sells into the same buyers.

5. Indonesia's Vice-President Moves to Resign After Qualification Fight -- Vice-President Gibran Rakabuming Raka intends to resign after questions over his qualifications, the Financial Times reported, threatening the alliance between his father Joko Widodo and President Prabowo Subianto. -- Gibran was the electoral bridge between Jokowi's Javanese support base and Prabowo's coalition, so his exit narrows the government just as MSCI weighs downgrading Indonesia from emerging-market status, a shift that would force tracker funds to sell and raise Jakarta's borrowing costs.

CODE WIRE | BLOCK 975300 BITCOIN $74,186 | GOLD $4,079

bitcoin-safe 2.3.0 -- Bitcoin Safe's Flatpak bundle is built inside Docker, with startup tested separately in CI. -- Version 2.3.0 adds plugins for scheduled payouts and notifications via webhook, Nostr, Telegram, CalDAV and email, plus automatic transaction relay through other peers when an initial broadcast times out. -- GitHub: https://github.com/andreasgriffin/bitcoin-safe/releases/tag/2.3.0

2026-11-10 12:00 UTC | BLOCK 975294 BITCOIN $74,266 | GOLD $4,075 | OIL $90.05

1. Russian Strikes Hit Ukraine's Grid as Abu Dhabi Talks Open -- Russian forces struck energy infrastructure in eight regions overnight, hours before the first US-mediated trilateral talks since February opened in Abu Dhabi; President Volodymyr Zelensky said the format had already begun and that he had spoken with Finland's Alexander Stubb, telling him Russia must adopt the same de-escalation approach. -- Opening negotiations under bombardment puts a truce on energy infrastructure at the centre of the agenda, and it is the one deliverable Kyiv could verify quickly. Without it, Ukraine enters the heating peak allocating replacement transformers and repair crews rather than interceptors, while Washington gets no early proof its channel produces anything.

2. Republicans Confront a Shutdown Clock and a Hegseth Vote After the Rout -- Lawmakers returned to the Capitol for a lame-duck session with government funding expiring 11 December, the annual defense bill and a long-delayed farm measure unfinished, a House vote pending on impeaching Defense Secretary Pete Hegseth, and Republican leadership elections set for Tuesday; Speaker Mike Johnson said the House would stay "around the clock if necessary". -- None of the must-pass bills can clear a veto without Democratic votes, so the funding extension becomes the price of everything else on the calendar. A Senate impeachment trial would consume the floor time appropriations need, and members who lost last week have little reason to shield the administration from the eight articles Thomas Massie filed.

3. Hasina Plans a December Return to Bangladesh Facing a Death Sentence -- Sheikh Hasina, ousted by the 2024 uprising and living in Delhi, applied for a new passport this week and is "confident" she will return in December, according to exiled members of her party; she was sentenced in absentia over deaths during the protests and faces the death penalty. -- A return would force Dhaka to settle whether a former premier convicted at trial she dismissed can move freely, and it would put the Awami League back into a campaign it has been contesting from abroad. Custody arrangements, not the flight, decide whether the party re-enters elections as a participant or as a movement with a jailed leader.

2026-11-10 11:00 UTC | BLOCK 975285 BITCOIN $74,296 | GOLD $4,079 | OIL $89.30

1. Backpack Bomb Kills Spanish Police Officer in Oviedo Standoff -- A backpack detonated as an explosives-unit specialist and a canine handler examined it in Oviedo's Villafría district on Tuesday morning, killing the officer and seriously wounding his colleague; police had been called to a family dispute in which a woman was shot, and the gunman remains at large. -- Security risk: the pair walked up to an unattended bag at a scene that still held an armed suspect, the exact sequence in which a secondary device is most lethal. With the shooter loose, Asturias police must run a manhunt while Rafael Urrusti Street stays cordoned and the national force buries a colleague named only as Juan José.

2. SAP Patches Four 10.0-Severity Flaws, Two Allowing Remote Code Execution -- SAP fixed four CVSS 10.0 flaws on its November Patch Day — three in NetWeaver, one in the Web Dispatcher — including bugs letting unauthenticated network traffic execute code and a SAML service-provider flaw that allows login as any user, privileged accounts included. -- Security risk: NetWeaver runs finance, procurement and HR at large enterprises, and the SAML bug walks around single sign-on rather than through it. Supply chains: the kernel fix must ship in the same rollout as every Web Dispatcher update, so the remediation window is narrower than the disclosure — treat internet-facing dispatchers as exposed until that completes.

3. Turla Uses New 'Cereal' Malware to Read Government Exchange Mailboxes -- BleepingComputer reports the Russian state-backed group Turla is using a previously unseen toolset called Cereal to intercept email on Microsoft Exchange servers at government organisations. -- Security risk: mailboxes hold negotiation drafts, contact networks and unminuted traffic that never reaches a document management system, so a foothold there yields intelligence no later brief reproduces. On-premises Exchange gives an intruder durable collection behind a web-facing service that most agencies cannot simply switch off.

4. China's Goods Surplus Tops $1 Trillion for a Second Straight Year -- Customs data put China's trade surplus above $1 trillion as of October for the second consecutive year, with October exports up 35.2% from a year earlier against a 33.5% Reuters poll forecast. -- Supply chains: a surplus that size hardens the case trading partners are already making for Beijing to rebalance toward household demand, and it lands as Brussels puts the EU's China deficit near €1.18bn a day. For manufacturers competing with Chinese goods, the pressure arrives as price and volume at once.

5. Democratic Majorities Fall Short of Override as Trump Readies Vetoes -- AP projections leave Democrats on 54 Senate seats and 254 House seats, short of the two-thirds required to override a presidential veto, and Trump has signalled he will use the power liberally after disputing the result. -- Policy: surviving a veto takes only a third of one chamber, so the new majorities must trade scope for a signature, turning price caps and ACA credits into negotiating chips rather than law. Committee subpoenas, not statutes, will carry most of the oversight load when Congress is seated in January.

2026-11-10 10:00 UTC | BLOCK 975280 BITCOIN $74,420 | GOLD $4,093 | OIL $89.12

1. Fed's Waller Puts a December Rate Rise in Play and Keeps a Half-Point Option Open -- Federal Reserve Governor Christopher Waller said he is leaning toward raising rates in December and could back a half-point move depending on incoming inflation data, CNBC reported. -- A half-point would land on mortgage and refinancing costs with the benchmark already at 3.75%-4.00%, and raises the discount rate on data-centre debt trading above 16%; today's October CPI print decides how far the committee moves.

2. Google Patches Eighth Chrome Zero-Day Exploited in Attacks This Year -- Google issued emergency updates for a Chrome vulnerability attackers are already using, the eighth such flaw exploited this year, BleepingComputer reported. -- Eight in one year points to sustained exploit economics against the browser rather than one bad build; managed fleets and applications bundling Chromium have to force the patch out, because an update that waits on a user restart leaves saved credentials exposed.

3. Paris Seeks Arrest Warrants for IRGC Cyber Unit Over Retail Fridge Sabotage -- The Paris prosecutor opened a judicial investigation into Shahid Kaveh, the Revolutionary Guard cyber unit France blames for the October attack that forced refrigeration controllers at about 700 mostly large-retail sites into high-temperature defrost cycles and caused up to 20 fires, and is seeking international arrest warrants against its head and two deputies. -- Warrants against IRGC officers are unlikely to be served, so their value is evidentiary: fixed attribution gives grocers and their insurers grounds to treat the losses as physical damage rather than an IT incident, and it underwrites the EU sanctions Paris is asking partners to adopt.

2026-11-10 09:00 UTC | BLOCK 975278 BITCOIN $74,646 | GOLD $4,118 | OIL $89.49

1. SoftBank Swings to $7 Billion Quarterly Loss as Tech Selloff Marks Its Portfolio -- SoftBank Group posted a net loss of about $7 billion for its fiscal second quarter, the three months to September 30, as the technology selloff cut the value of its holdings, results published Tuesday showed. -- The hit is a mark-to-market writedown rather than a cash event, but it lands while SoftBank is still funding its OpenAI stake and an Arm build-out; shares rose 14% anyway with the Asian chip rebound, so the equity move is tracking Wall Street and crude at $89.49 rather than the earnings.

2. Attackers Reach Fireworks AI Development Machines Through a Cloud Provider -- AI infrastructure startup Fireworks disclosed a new breach in which attackers got into its development machines after compromising a third-party cloud provider, BleepingComputer reported. -- Development hosts hold deployment keys, model artefacts and customer configuration, so the exposure runs down the supply chain to every inference customer; vetting a vendor it does not control, rather than its own perimeter, is where Fireworks lacked cover.

2026-11-10 08:00 UTC | BLOCK 975274 BITCOIN $74,784 | GOLD $4,120 | OIL $90.32

1. US Pulls Aircraft From RAF Mildenhall After Reported Iran Threat -- The US military evacuated aircraft from RAF Mildenhall on Monday after a threat from Iran, with two refuelling tankers diverted to Germany and more moved later, the Wall Street Journal reported; Washington withdrew bombers from RAF Fairford weeks earlier over a suspected Iran-linked security incident. -- Tankers set the sortie rate for strike aircraft, so basing risk at two British hubs feeds directly into how long Washington can sustain a campaign; dispersing to Germany adds flight time and crew rest problems while the Iran channel stays unresolved.

2. North Korea Rejects UN Chief's Dialogue Call and Accuses Him of Bias -- North Korea rejected UN Secretary-General Antonio Guterres's call for inter-Korean dialogue after a mine blast and accused him of siding with Seoul over border tensions, Yonhap reported. -- Pyongyang is closing the UN channel while keeping military pressure after this week's torpedo test; the mine blast gives both Koreas an immediate test of whether border hotlines and incident procedures work before the next escalation.

3. N-able Pulls N-central Cloud Offline After 33 Zero-Days Disclosed -- N-able took its hosted N-central environments offline and told on-premises customers to shut down servers until further notice after a researcher publicly disclosed more than 30 vulnerabilities tracked as Able2Shell, with proof-of-concept exploits. -- N-central is remote monitoring and management software, so the outage leaves managed-service providers working blind across client estates; on-prem operators face internet-facing agents with public exploit code, and restarting without checking for compromise risks a second entry.

2026-11-10 07:00 UTC | BLOCK 975267 BITCOIN $74,648 | GOLD $4,125 | OIL $90.16

1. Knesset Sworn In as Opposition Moves to Take the Speaker's Chair From Netanyahu -- Israel's new 120-seat Knesset is sworn in on Tuesday, with the opposition's 67-seat bloc set to replace Speaker Amir Ohana, a Netanyahu ally, and Israeli media reporting that prime-ministerial mandate holder Gadi Eisenkot may take the post himself. -- The speaker controls the legislative agenda and can stall signing in a new government for up to a week, time Netanyahu has used before to court defectors; more than 160 former military, intelligence and police chiefs have warned that right-wing activists plan to block MKs from entering the building.

2. Bank of England Deputy Blames War-Driven 'Low-Gear Economy' for Youth Joblessness as December Hike Stays Live -- Deputy governor Clare Lombardelli said employers are keeping existing staff while freezing recruitment because of the Middle East conflict's energy-price fallout, calling it a low-hire, low-fire economy in which youth unemployment is climbing fastest in hospitality and retail, and told the Guardian a December rate rise is "certainly plausible". -- Bank Rate went to 4% last week with markets pricing the December move near 50/50, and Lombardelli's argument that joblessness can rise without easing inflation — because firms hire only for roles they cannot fill — strips the labour market of its case against another increase. Mortgage and refinancing costs absorb the difference.

3. EU Chamber Chief Warns Manufacturers May Abandon the Contest With China by 2030 -- Jens Eskelund, who heads the EU Chamber of Commerce in China, said European firms are shifting from building in China for Chinese buyers to building there for export, and that manufacturers face an existential reckoning by the end of the decade with the EU's China deficit running near €1.18bn a day. -- He cites a Goldman Sachs estimate that Chinese exports will cut EU output by 0.5% and Germany's by as much as 0.9% by 2030, and argues Brussels should let European firms plug into Chinese supply chains instead of treating them only as rivals — a dependency strategy set against the tariff one now favoured in Berlin and Paris.

4. Australia Flags Criminal Penalties for Rogue AI but Spares OpenAI Over Medicare Breach -- Prime Minister Anthony Albanese released recommendations from a rapid review of June's Medicare portal breach, committing to mandatory incident notification, independent model evaluation, an AI safety regulator and criminal law changes so companies cannot argue that nobody knew a system was loaded, while OpenAI escapes penalties over the original intrusion. -- Tying notification and outside evaluation to market access gives Canberra leverage over AI labs that few mid-sized economies have claimed, but the review's findings and report were withheld, so vendors must build to recommendations without the evidence behind them.

2026-11-10 06:00 UTC | BLOCK 975265 BITCOIN $74,758 | GOLD $4,123 | OIL $90.58

1. US Opens Ukraine Talks With Plan to Rewrite Europe's Postwar Security Order -- Trilateral talks between US, Ukrainian and Russian officials open in Abu Dhabi on Tuesday, the first substantive negotiations since February, with US officials saying they seek a "final end" to the war and floating a long-term security architecture between Russia and Europe, a possible revival of the NATO-Russia Council and Article 5-style guarantees for Kyiv. -- European ministers pressed Rubio in Paris to keep a seat, Germany's Wadephul insisting "Europe belongs at this table". A settlement trading sanctions relief or force-posture limits for a ceasefire hands the eastern flank terms it did not write, a security risk for NATO's front-line states while Brent at $90.58 carries almost no premium against failure.

2. California Voters Reject 5% Billionaire Wealth Tax in Costliest Ballot Fight -- Proposition 40, a one-time 5% levy on billionaires' net worth, failed after the most expensive ballot campaign in California history, with Silicon Valley money and Governor Gavin Newsom opposing a measure supporters cast as funding for healthcare cut by Trump's spending law. -- Opponents sold it as "an everyone tax" and won, denying progressives their most visible wealth-tax template and signalling to tech donors that ballot spending can kill a levy — a market signal for state tax policy as California absorbs lost federal ACA subsidies.

3. Pentagon Tells Ukraine $400 Million in Weapons Will Arrive Soon -- The Pentagon informed Ukraine it will be able to receive $400 million worth of weapons in the near future under the Ukraine Security Assistance Initiative for the current fiscal year, Ukrainian official Sienik said. -- USAI money contracts new production rather than drawing down US stockpiles, so the package moves on manufacturing lead times — a supply chain constraint arriving as talks open, with air defence still the binding shortage after Berlin ruled out further Patriot batteries.

4. Machinists Union Tells Schumer to Step Aside as Democratic Leader -- The Machinists union sent a letter calling on Chuck Schumer to surrender the Senate Democratic leadership, days before the caucus holds its first big meeting on electing a new majority leader. -- That vote decides who holds the gavels issuing subpoenas and setting the floor calendar in January, raising the legal exposure of administration targets; outside pressure gives senators who want a change cover to move before the new Congress is seated.

5. Investors Pile Into Defensive Stocks as Doubts Build Over the AI Bull Market -- Money moved into consumer staples and healthcare, two of the strongest-performing sectors, as investors grew anxious about future technology earnings, the Financial Times reported. -- The rotation hedges the AI build-out in equity markets while CoreWeave's bonds trade above 16% on the credit side, and today's October CPI print decides whether both repricings accelerate.

2026-11-10 05:00 UTC | BLOCK 975256 BITCOIN $74,788 | GOLD $4,117 | OIL $90.58

1. Trump Calls Further Iran Strikes 'Highly Unlikely' as US Keeps Blockade -- President Donald Trump said Iran was "militarily effectively over" and further US attacks were "highly unlikely", while saying US forces remain "locked and loaded" and the naval blockade stays in place, after meeting Qatar's prime minister. -- Crude at $90.58 has already shed most of the war premium, so the immediate effect is cheaper diesel and freight; the sequence remains unresolved because Tehran wants sanctions relief and frozen assets released before formal talks.

2. Saudi Air Defences Intercept Missiles Aimed at Riyadh After Pipeline Strike -- Saudi forces intercepted two missiles fired towards Riyadh, hours after the kingdom reported damage to its East-West pipeline in an attack Al Jazeera attributed to the Houthis. -- The pipeline is Riyadh's bypass around Hormuz, so damage pushes more crude back through the contested strait; underwriters now price war risk by voyage, and Asian refiners absorb both the delay and the premium.

2026-11-10 04:00 UTC | BLOCK 975250 BITCOIN $74,640 | GOLD $4,119 | OIL $90.71

1. China's Export Surge Arrives With an Import Jump and a Narrower Surplus -- October goods exports rose 35.2% from a year earlier, beating a 33.5% Reuters poll forecast, while imports climbed faster still and the trade surplus narrowed sharply, customs data showed. -- Import strength with crude near $90.71 signals domestic demand that export-led growth alone had not delivered; the shrinking surplus blunts part of Washington's tariff argument even as 35% export growth keeps pressure on competing manufacturers.

2. Singapore Opens 500-Tonne Gold Vault to Foreign Central Banks -- The Monetary Authority of Singapore launched a vaulting service with 500 tonnes of capacity for foreign central banks, sovereign entities and international institutions, and extended GST waivers to some gold services. -- Reserve managers stacking bullion against dollar risk get a custody option outside London, Zurich and New York, and one that sits inside Asian trading hours; the capacity ceiling limits the pitch, but state-backed storage carries weight with official buyers.

3. Honda Puts $3 Billion on US Hybrids With First New Plant in Two Decades -- Honda will build its first new American assembly plant in 20 years and lift North American output to 1.3 million vehicles a year, weighting the investment toward hybrids. -- Hybrids need smaller battery packs than full EVs and do not depend on charging build-out, so the money localises tariff-exposed production while leaving cell and electric-drivetrain suppliers with less volume than a battery-electric programme would deliver.

4. BOJ Attaches a $6 Billion Annual Figure to Faster ETF Sales -- The Bank of Japan estimates that accelerating sales of its exchange-traded fund holdings would generate about $6 billion a year, the finance minister said. -- Proceeds accrue to the government and shrink a balance sheet built by a decade of purchases, but selling into the Tokyo market adds supply just as the central bank edges toward higher rates.