2026年11月4日(水)

Apple’s Supply Chain Faces Big Test From AI Chip Shortage - Barron's

Apple’s Supply Chain Faces Big Test From AI Chip Shortage  Barron's

ECB rate hike looks nearly certain after inflation rises to three-year high - Reuters

ECB rate hike looks nearly certain after inflation rises to three-year high  Reuters

Arm Fails to Impress Investors With AI-Fueled Sales Forecast - Bloomberg.com

Arm Fails to Impress Investors With AI-Fueled Sales Forecast  Bloomberg.com

Google to Spend $15 Billion in Malaysia Data Center Expansion - Bloomberg.com

Google to Spend $15 Billion in Malaysia Data Center Expansion  Bloomberg.com

AMD shares rise as AI-driven data-center strength fuels growth outlook - Reuters

AMD shares rise as AI-driven data-center strength fuels growth outlook  Reuters

Emil Michael on Why Anthropic Is Deemed a Supply Chain Risk - WSJ

Emil Michael on Why Anthropic Is Deemed a Supply Chain Risk  WSJ

Meta Starts Debut Euro Bond Sale After $15 Billion Dollar Deal - Bloomberg.com

Meta Starts Debut Euro Bond Sale After $15 Billion Dollar Deal  Bloomberg.com

Arm forecasts third-quarter revenue above estimates on AI spending boom - Reuters

Arm forecasts third-quarter revenue above estimates on AI spending boom  Reuters

SpaceX, Tesla, Micron, AMD, Lockheed, CVS, DJT, and More Stocks That Explain Today’s Market - Barron's

SpaceX, Tesla, Micron, AMD, Lockheed, CVS, DJT, and More Stocks That Explain Today’s Market  Barron's

AppLovin Is Raking in Cash as AI-Driven Revenue Accelerates - Barron's

AppLovin Is Raking in Cash as AI-Driven Revenue Accelerates  Barron's

Anthropic is an opportunity to rethink IPO rules

To protect retail investors, we should stop permitting the deferral of stock-based employee compensation costs

Micron and other chip stocks slip as election results strike at the core of data-center optimism

Democratic victories in Texas and other states raise long-term questions about the AI buildout, though they do not “unwind projects already funded.”

A 'demand decade' ahead for energy? BP, Baker Hughes CEOs weigh the investment outlook

Rising energy demand offers investment opportunities, but geopolitical risks and oil price uncertainty cloud the outlook, executives and an analyst said.

Trump committee hearing on Fed Governor Lisa Cook rescheduled to Dec. 14

President Donald Trump first tried to fire Lisa Cook in August 2025, but the Supreme Court in June blocked him from doing so, for now.

Gates says Trump inaction leaves world exposed to AI bioweapons

Billionaire Microsoft co-founder tells FT’s Future of AI Summit that AI could lead to pandemic ‘significantly worse than Covid’