All news - 12 November, 2026
Three of six ECB Board seats may turn over by May 2027, but governments cannot trade the portfolios
Workers aged 22 to 25 in AI-exposed jobs sit 19% below a counterfactual, and hiring looks like the channel
Trackers see 1.0 Hormuz tankers a day; Lloyd's counted 95 transits in a week
The 3.75 Million Home Sales Low May Have Further to Fall
SMIC's $953.2M gross profit is a peak to test, and its own guide implies $862.6M to $946.8M next
LangChain's reported $3 billion valuation needs 60 deployed engineers and architects to become software
In ambient mode, HomeView's OS gets 3 identity fields and never sees the room
A one-day rally did not fix CoreWeave's math, where adjusted operating income covers 0.45x of interest
SpaceX's $50 billion Arizona campus is a 6 GW power bet with payment terms still in negotiation
Warby Parker had collected $9.8 million from Google before a single pair was on pre-order
Google's 25% list-price Hydrogen discount is the other half of a doubled Carbon list price
Claude for Manufacturing's 4 connectors write to no system of record, a choice and not yet a moat
AMD and Broadcom gained about $0.57tn as Nvidia lost about $0.50tn, mostly before Huang quit
Strategy's MSCI exit looks absorbable, but two-thirds of a week's stock raise bought back preferred
England and Wales facial-recognition audits miss the decision that leads to arrest
CPP Investments' reported $160bn hedge-fund target keeps its 13% weight if assets double
InnoLight's 15% rebound is a bet on orders becoming cash
OpenRouter's 12% GPU break-even is an 8 October snapshot, not a buying rule
Alphabet's Asia bond tests investor depth, not cheaper dollar funding
Peacock's mobile redesign has to keep subscribers, not just add viewing hours
Guangdong's AI-token venue launches with 12 suppliers and a first state-owned buyer
UBTECH's 400-robot order could give its consumer line a car-dealer route to market
Samsung's new memory packaging line is due to start in June 2028, after the 2027 supply crunch
Anthropic's IPO book is reported covered for 825 million shares, but its $1.5tn test is for 18 billion
Baidu's token exchange leaves supplier failures to buyers, and one listing is 99.7% one supplier
Nvidia's board can remove Huang with six of 11 votes, but the handoff is the bigger risk
Gemini Live arrives on CarPlay, but every new user still has to start on an iPhone
LME aluminum's cash premium hit $147 a tonne. It is a delivery warning, not proof of a global shortage
ByteDance may launch an AI assistant within weeks, years before it catches the best models
Meta swaps its infrastructure chief as capex heads for $135 billion to $145 billion. Watch usable compute
United moves to block unauthorized AI agents from bookings. Permission, not chatbot skill, is the limit
CoreWeave's new database is a retention play for AI customers, not a challenge to Postgres rivals
Pfizer keeps its obesity drug while Blackstone funds up to $1.5 billion and bets on milestones
Databricks' Genie has the rulebook. The autonomous worker is still a promise
Ukraine talks produced a prisoner swap, not a ceasefire. Prepare conditional deals, don't reprice war risk
OKXICE's 24/7 stock tokens create a second market, not round-the-clock NYSE liquidity
Insuring AI data-center loans can cost banks 50% to 70% of the income on the covered slice
SpaceX's Texas AI site slips out of Brownsville's moratorium. Its gas plant now sets the clock
Hormuz LNG exits rose 35%, but Qatar is stuck near 30% of prewar traffic while the UAE is back
Nvidia is down more than 25% and 59 of 64 brokers still say buy. Test the 2027 spending case instead
