11-12-2026: Kraft Heinz Casts Spotlight on its NYSE Listing

New York Stock Exchange

Kraft Heinz expects return to organic sales growth in second half of 2027 https://t.co/nhiHg0tGpu

— NM1 - (@AimforProfit) November 12, 2026

#asia #china #news - Nvidia Board Meets As Jensen Huang Fallout Widens: Bloomberg Television

12 November 2026

“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and Stephen Engle give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:00 - Bloomberg: The China Show opens 00:03:33 - Markets mull Jensen Huang infidelity controversy 00:09:37 - Bernstein's Stacy Rasgon on lowering Nvidia price target 00:16:57 - Jupiter Asset Management's Sam Konrad on Nvidia's leadership crisis 00:25:38 - Alleged spy in Nvidia scandal said to be in China 00:31:17 - Hedgeye Risk Management's Felix Wang on Nvidia's leadership crisis 00:44:01 - Is Taiwan's tech sector weighed down by the Nvidia scandal? 00:47:09 - Parts of Asia's AI trade shrug off Nvidia controversy 00:51:49 - Nvidia's board meets to decide Jensen Huang's fate 00:55:57 - Is Nvidia's core business affected by leadership turmoil? 01:08:53 - Center for International Governance Innovation's Einer Tangen on national security risks facing Nvidia 01:17:01 - Anthropic IPO said to be multiple times oversubscribed 01:22:09 - Chinese chipmakers stand to gain from Nvidia's slump 01:26:06 - China's ultra-rich declare $24B in back taxes

#telefonica #murtra #telefonicaere - Telefónica, S.A. (TEF.MC) vuelve a beneficios: las claves del cambio: Expansión

12 Noviembre 2026

AMAIA ORMAETXEA Y RAQUEL MORENO. La operadora de telecos mejora las previsiones de ebitda y de flujo de caja libre, pero recorta la de ingresos. Reduce la deuda en 1.600 millones y confirma el dividendo de 0,15 euros. #telefonica #murtra #telefonicaere

Telefónica, S.A. (TEF.MC)

#ÚLTIMAHORA | Telefónica gana 464 millones hasta septiembre, tras las pérdidas de 1.080 millones de 2025. https://t.co/NLWWAxo58x

— EFE Noticias (@EFEnoticias) November 12, 2026

#News #Reuters #Newsfeed - Anthropos's IPO is a crucial test for AI markets | Reuters Morning Bid

11 November 2026

AI darling Anthropic kicks off its IPO roadshow targeting a $1.4 trillion fully diluted valuation - well below the $2 trillion figure that was doing the rounds over the summer. Meanwhile, a hot inflation report rattles bond markets and NVIDIA shares slide nearly 10% as spying allegations against CEO Jensen Huang grow more serious. #News #Reuters #Newsfeed

Anthropic just told Wall Street that replacing human workers is worth $30 trillion a year. The largest IPO ever is about to go on sale, and the product being sold is "replacing jobs.“ $30 trillion is bigger than the entire economy of China. It's about the size of the whole United States economy, which runs around $32.5 trillion a year. And it's roughly a quarter of every dollar earned on this planet. Anthropic is telling investors that's the market. Now here's the part nobody explained: Companies usually size a market by counting an industry. They add up the software licences, the cloud contracts, the subscriptions, whatever that category buys in a year. But Anthropic did something else… They built the $30 trillion figure from the full scope of work that could be completed using AI models. So the market Anthropic sized is the world's wage bill. And this is where it gets really interesting: Anthropic's revenue right now runs about $65 billion a year, up from roughly $9 billion at the end of 2025. So Anthropic is telling investors it has captured 0.2% of its own market. The 191 technology companies in the S&P 1500 made $2.4 trillion in revenue last year. That's EVERY listed tech company added together. Anthropic is claiming a market TWELVE times bigger than all of them combined. That $30 trillion is doing one job here: Making the price look reasonable. Anthropic wants a valuation near $2 trillion and a raise of up to $100 billion, which would beat the $86.2 billion SpaceX pulled in the biggest IPO in history. Against $30 trillion, a $2 trillion price is basically nothing. Without it, you're buying a company with $65 billion in sales for $2 trillion. Then look at who steers the thing afterwards: Dario Amodei owns roughly 2% of Anthropic. Before the listing, Amodei and his co-founders are getting a special class of stock with extra voting power. The trust that appoints most of the board just dropped from four trustees to three. So whoever buys into the biggest IPO in history gets no vote and no board seat. And the insiders may get to sell into it. Anthropic is weighing letting existing shareholders cash out inside the offering, which SpaceX refused to allow. We watched this exact thing play out three months ago: SpaceX told investors its market was $28.5 trillion, priced at $135 a share in June, and traded under $105 in early August. Uber ran the same play in 2019 with a $6 trillion market. But the revenue here is real, and that's what makes it so hard to dismiss. Anthropic grew 7x in 7 months. Serious funds will ignore the $30 trillion completely and model the near-term target of roughly $200 billion in sales by the end of the decade. The $30 trillion is aimed at everyone else reading the headline. And Anthropic is a public benefit corporation. Amodei warned in his own essay this year about "a level of wealth concentration that will break society." He's predicted AI could wipe out half of all entry-level white-collar jobs. Job candidates are reportedly even asked how they'd feel if the company killed its own product on safety grounds and the stock went to zero. Anthropic took its name from anthropos, the Greek word for human being. And the pitch it's carrying to Wall Street is that its software can do the work humans currently get paid for. If Anthropic ever collects a real slice of that $30 trillion, it has to come out of wages somebody is getting paid today.

— Ricardo (@Ric_RTP) August 31, 2026

Amazon's profits are about to be held hostage by Anthropic's stock price. Millions of retirement accounts own Amazon through index funds. And this year, a huge chunk of the profit those funds are paying for came from one private company getting more expensive on paper. That company is Anthropic. And its $1.5 trillion IPO price will likely have to come down, maybe closer to $1 trillion. Amazon depends more on that number than almost anyone. In the second quarter, Amazon made $27.5 billion of operating income. Its net income was $62.6 billion. Most of that gap was Anthropic. After Anthropic's May round valued it at $965 billion, Amazon marked up its Anthropic shares by about $50.5 billion. The first quarter had already added about $16.8 billion of Anthropic gains. That's roughly $67 billion of pre-tax gains in 6 months from revaluing one stake. On June 30, Amazon carried the whole position at about $190 billion. Its first $8 billion went in between 2023 and 2024. And the money runs in a circle: In April, Amazon put another $5 billion into Anthropic, with up to $20 billion more tied to milestones. In the same deal, Anthropic agreed to spend more than $100 billion on AWS over the next 10 years. So the loop goes: Amazon invests in Anthropic -> Anthropic commits to buying Amazon's cloud -> Anthropic raises money at a higher price -> Amazon books the higher price as profit None of this is illegal. The accounting rules tell Amazon to update the value when a new funding round sets a new price. But the third quarter shows what Amazon looks like with no new round to mark: Net income fell to $20.7 billion. Free cash flow over the last 12 months came in at minus $42.4 billion, with $77.3 billion of capex in the quarter alone. And the IPO changes the game completely. Once Anthropic trades publicly, Amazon's stake gets valued off a stock price that moves every single day. That price could start moving Amazon's reported profit far more directly. Investing .com ran an illustration: If Anthropic trades at $750 billion, Amazon's stake would be worth about $42 billion less than its June value. That's about TWICE what Amazon earned in the entire third quarter. To be clear, a $1 trillion price still sits above the $965 billion Amazon marked to in May. So the real risk starts after the first trade. Alphabet is in a similar spot. It carried $124.3 billion of private company stakes on June 30, and reports say most of that is Anthropic. If Anthropic falls it takes the big guys with it.

— Ricardo (@Ric_RTP) November 7, 2026

#europe #investment #markets - Stocks Gain on AI Optimism Despite US Inflation Concerns: Bloomberg Television

11 November 2026

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Berlin, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. Global stocks climbed as investor enthusiasm for the artificial intelligence trade outweighed concern that hotter-than-expected US inflation will prompt the Federal Reserve to raise interest rates further. CoreWeave eased fears about its debt-laden business during a high-stakes quarterly report, indicating that sales growth remains strong despite challenges facing the data center industry. Plus, Anthropic’s bankers are weighing plans to increase the company’s valuation in its IPO to $1.5 trillion or more, the Financial Times reported. Meanwhile, OpenAI’s quarterly revenue hit $10 billion for the first time, according to people familiar with the matter. Today's guest: Christian Bruch, Siemens Energy, CEO. Chapters: 00:00:00 - Daybreak Europe 00:03:21 - SoftBank Shares Fluctuate After $7 Billion Loss on Writedown 00:07:40 - OpenAI Third-Quarter Revenue Soars Nearly 50% to $10 Billion 00:14:09 - Christian Bruch, Siemens Energy, CEO 00:23:01 - House Republicans Thwart Massie’s Effort to Impeach Hegseth 00:27:34 - First Russia-Ukraine Talks Since February 00:32:08 - Rate-Hike Debate Ignited by Fed Officials as CPI Comes in Hot 00:37:39 - Cop31 in Focus

Avon Technologies plc (AVON.L) FY26 Results

10 November 2026

Three years ago, STAR provided Avon with a clear framework for improving performance, strengthening our operations and creating long-term value. It brought focus, discipline and direction to the organisation and challenged us to transform how we work.

FY26 marks the successful completion of our STAR transformation, having achieved all our 2027 targets a year early.

Avon Technologies PLC (AVON.L)

Shareholder

Avon Technologies Reports 12.7% Revenue Growth to $353.7 Million as Adjusted Operating Profit Rises 50.6% https://t.co/EQfyUWJgQr

— ADVFN (@advfn) November 10, 2026

#europe #investment #markets - Trump Says FBI Reviewing Nvidia CEO Huang's Affair: Bloomberg Television

10 November 2026

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Berlin, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. President Donald Trump said the FBI is looking into Nvidia Chief Executive Officer Jensen Huang’s extramarital relationship with a suspected Chinese spy, and offered his support to the embattled chip magnate a day after the affair was disclosed. Anthropic is set to kick off the formal marketing of its blockbuster initial public offering as early as Tuesday after an apparent snafu over the filing documents added a dose of last-minute drama to a nervous market. And global stocks were on track for their best two-day gain in more than three months as a resurgent tech rally and a further decline in oil prices boosted sentiment. Chapters: 00:00:00 - Daybreak Europe 00:00:57 - Global Stocks Ride Tech Rally Higher 00:03:26 - Anthropic Aims to Raise Up to $69.3 Billion in IPO: Reuters 00:07:31 - Trump Backs Nvidia CEO After Affair 00:10:19 - Anthropic Retracts IPO Filing Details, Citing Inaccuracy: Rtrs 00:14:51 - Trump Signals Further Airstrikes on Iran Won’t Be Necessary 00:19:49 - Goolsbee: Must Address Inflation Failure 00:22:30 - Bailey Urges Greater UK Trade Openness 00:25:18 - SoftBank Logs $7 Billion Loss After US Data Center Costs Swell 00:28:52 - Sven Schneider: Infineon CEO 00:35:07 - Russia, Ukraine Envoys Meet for Talks in UAE 00:37:40 - The War Putin Wanted to Keep Away Is Coming Home to Russia 00:45:07 - US Inflation Remains Stubborn

#nyse #investment #markets - Today on NYSE Live | Peruvian Mining Firm Buenaventura Rings in 30th Listing Anniversary on NYSE

9 November 2026

This episode of NYSE Live features conversations on housing, tokenized securities, artificial intelligence, defense technology, financial markets, and cybersecurity. The program begins with insights from the latest ICE Mortgage Monitor, highlighting trends across the U.S. housing market and the growing number of mortgage holders who have reached equity millionaire status. An Ava Labs executive discusses the company's decision to support the NYSE's tokenized securities platform and the continued evolution of digital asset infrastructure. The episode also features Spines CEO Yehuda Niv on the growth of AI-powered publishing and the company's recent $64 million funding raise, while a Moog executive at AUSA discusses MR. SLED and its role in advancing defense initiatives. UBS' Brad Bernstein shares his perspective on recent technology-sector volatility and upcoming inflation data, and BIG3 CEO Ice Cube explains how public ownership can create opportunities for fans to participate in the league's growth. Rounding out the program, CI&T President Bruno Guicardi discusses how organizations are transforming AI from concept to operational reality, while Ocrolus CEO Sam Bobley joins from Money20/20 USA to discuss the growing cybersecurity challenges associated with AI and efforts to defend against emerging threats. Watch NYSE Live for conversations with executives, innovators, strategists, and entrepreneurs covering the technologies and trends shaping business, finance, and the future of innovation. Disclaimer: Informational content only. NYSE does not endorse or recommend investments, strategies, companies, products, or services discussed. #NYSE #NYSELive #AI #ArtificialIntelligence #Tokenization #DigitalAssets #HousingMarket #MortgageMarket #Cybersecurity #DefenseTech #AUSA #Money2020 #Innovation #BusinessNews #Technology

#wallstreet #investment #markets - Stocks, Bonds Fluctuate After Democrats Win Control of US Congress: Bloomberg Television

4 November 2924

US equity futures fluctuate as Democrats wins control of both the House and the Senate. The party wins at least 228 House seats and will hold at least 54 Senate seats. Seema Shah of Principal Asset Management joins "Bloomberg Brief" to discuss the market impact of the election results. Brett Bruen of Global Situation Room examines what the shift in Congress could mean for the Trump administration. Chapters: 00:00:00 - Bloomberg Brief 00:02:23 - AMD, Arista and Novo Nordisk Earnings 00:04:05 - Democrats’ Midterm Sweep and Market Impact 00:07:21 - California Election Results 00:08:46 - Markets Rally After Democratic Sweep 00:11:38 - AI Data Centers Face Political Scrutiny 00:13:10 - AMD Earnings and AI Demand 00:14:03 - Meta, BMW and Google Headlines 00:15:33 - Seema Shah, Principal Asset Management, on Markets, the Fed and AI 00:24:26 - Election and Market Recap 00:27:50 - Democrats Take Congress 00:30:46 - California Election Results 00:33:04 - The Fed and Treasury Refunding 00:36:30 - CVS, Nvidia and Oracle Headlines 00:37:55 - Brett Bruen, Global Situation Room CEO, on the Midterm Political Shift, Tariffs and the Economy 00:45:43 - Day Ahead: Earnings, ADP and Treasury

‼️Breaking - French Bank Crédit Mutuel Arkéa Confirms Cyberattack Amid Reports of $133 Million Theft Details: https://t.co/gCijqC0U2R French banking group Crédit Mutuel Arkéa has confirmed a cyberattack that enabled fraudulent transactions, following reports linking the institution to cryptocurrency theft exceeding $133 million. The bank says the incident is contained, operations are gradually resuming, and customer assets remain unaffected. It has not confirmed the reported loss figure. The group notified regulatory and supervisory authorities after detecting the attack. Teams temporarily suspended certain transactions to prevent further fraud while checking systems and adding security measures. According to its statement, customers experienced delays involving some transfers, but their funds remain protected. #CyberSecurity #cybersecurityNews

— Cyber Security News (@The_Cyber_News) November 4, 2026

#ai #crudeoil #midterms - What Midterm Results, Lower Crude Means for AI Trade; U.S. Adds 86K Private Payrolls: Schwab Network

4 November 2026

As Wall Street finds its footing following midterm elections that resulted in a Congressional flip, Kevin Hincks says not to forget about key international headlines, either.

Pakistan calling out positive deescalation talks is pulling crude oil futures down. Kevin explains what the dynamics between midterms and lower crude means for the stock market Wednesday, including the AI trade.

He then turns to the latest economic data as the ADP non-farm employment change signaled 86,000 more private payrolls in October. In equities, Kevin highlights key numbers in AMD Inc.'s (AMD) earnings.

Watch Schwab Network LIVE: Schwab Network

#AnálisisBankinter - Mercados 04-11-2026 | Los resultados en 2ª línea. Impera la prudencia por las mid-terms en EE.UU: Bankinter

4 noviembre 2026

Descubre la opinión de Rafael Alonso, analista de Bankinter, sobre las claves bursátiles del día. Más info en: https://www.bankinter.com/blog/mercad... Si quieres información en tiempo real, únete al canal del equipo de análisis en Telegram: t.me/AnalisisBankinter

WATCH LIVE: 2026 Midterm Election Results and Analysis | NBC News

#spain #tungsten - Abenójar Tungsten, S.A. is a Spanish mining company led by the García San Miguel family, developing the El Moto tungsten‑gold mine in Abenójar: El Español

  Abenójar Tungsten , la compañía que explotará la mina de wolframio de Abenójar (Ciudad Real) ha logrado captar 170 millones de euros en s...

#elections #investment #markets - Democrats Sweep House and Senate in Midterm Rebuke of Trump: Bloomberg Television

4 November 2026

Democrats won control of both chambers of the US Congress in a midterm election landslide that amounted to a rejection of President Donald Trump following widespread voter discontent with the economy and the war in Iran. US futures erased losses after Democrats swept to power in Congress and President Donald Trump said he would accept the results, easing uncertainty and prompting investors to buy the recent dip in stocks. Shares of Elon Musk’s Tesla and Spacex fell in US premarket trading, sharpening investor concern over the future of the Republican megadonor’s key holdings. Today's guests: Emmanuel Cau, Barclays Head of European and APAC Equity Strategy, Negah Angha, King's College London Visiting Fellow; Mike Doustdar, Novo Nordisk CEO; Morris Reid, Actum Partner -- "The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Chapters: 00:00:00 - The Pulse with Francine Lacqua 00:00:38 - Democrats win control of congress 00:02:08 - 2026 Midterm Roundtable: King's College London's Negah Angha, Barclays' Emmanuel Cau & Bloomberg's Stephanie Baker 00:10:54 - Mike Doustdar, Novo Nordisk CEO 00:19:40 - Emmanuel Cau, Barclays Head of European and APAC Equity Strategy 00:25:08 - Wednesday headlines 00:26:52 - Democrats win control of congress 00:30:08 - US futures erase kneejerk election losses 00:32:50 - Morris Reid, Actum Partner 00:41:28 - Midterm blue wave puts spotlight on big tech 00:45:57 - What US midterm results mean for Europe

WATCH LIVE: 2026 Midterm Election Results and Analysis | NBC News

#news #investment #markets - It's Time for an Unloved Stock Rally: Market Analysis: Bloomberg Television

4 November 2026

Anna Edwards, Guy Johnson, and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Elon Musk gave Republicans over $445 million. Democrats still won the House, Senate and the Texas seat on which he spent the most. https://t.co/dIwiAFZz2n

— Newsweek (@Newsweek) November 4, 2026