ametisto and future canvas

ARTIFICIAL INTELLIGENCE CRASH: THE ECONOMIST WARNS MARKETS!

📉 In its November 2026 issue, The Economist says a stock market crash linked to artificial intelligence is becoming increasingly likely, without necessarily triggering a global financial crisis.

💰 The warning signs are multiplying:

🔹 Excessive valuations: the ten largest companies most exposed to AI account for nearly 40% of the S&P 500.

🔹 Massive investments: hundreds of billions of dollars are being poured into data centers, while their future profitability remains uncertain.

🔹 Risk of a speculative bubble: as with the dot-com bubble burst in 2000, investor expectations could exceed actual profits.

🔹 Competitive pressures: lower-cost Chinese models threaten the revenue prospects of American tech giants.

But an AI crash would not mean the end of this technological revolution.

According to The Economist, a correction could lead to an economic slowdown comparable to that of 2001, rather than a systemic collapse like in 2008.

🎯 The real question: will AI generate enough profits to justify the huge investments it is attracting?

The technology could transform the world, even if investors lose trillions along the way. (The Economist)

#ArtificialIntelligence #AI #StockMarket #WallStreet #Nvidia #OpenAI #Anthropic #Nasdaq #Economy #Investment

$NVDAB 🇺🇸🇨🇳 WASHINGTON CRISIS: TREASURY SECRETARY ACCUSES COMMERCE DEPARTMENT OF INACTION IN SCANDAL INVOLVING NVIDIA

A dispute within the Donald Trump administration became public this Friday (13). U.S. Treasury Secretary Scott Bessent said that several federal agencies had been advocating for months to add Singapore-based Megaspeed International to the U.S. trade restrictions list.

According to Bessent, the Treasury Department, the Pentagon, the State Department, and the Office of the U.S. Trade Representative supported the move. However, the Commerce Department, led by Howard Lutnick, did not implement the restrictions.

⚠️ At the center of the controversy: Megaspeed, which is said to have acquired more than US$4 billion worth of advanced Nvidia chips, is under investigation on suspicion of facilitating China’s access to strategic American artificial intelligence technologies.

The situation escalated following Jensen Huang’s resignation as head of Nvidia, amid revelations involving Alice Huang, an executive linked to Megaspeed who is suspected of having ties to Chinese intelligence. The espionage allegations have not yet been proven.

🏛️ Growing political pressure

Republican and Democratic lawmakers are demanding explanations about the authorization of advanced semiconductor exports and possible oversight failures.

The episode lays bare deep divisions within the Trump administration over U.S. technology strategy: whether to restrict China’s access to cutting-edge chips or preserve U.S. influence over the global artificial intelligence market.

📉 Geopolitical implications: The scandal threatens to intensify trade tensions between Washington and Beijing, as well as increase scrutiny of Nvidia and U.S. semiconductor export policy. (The Wall Street Journal)

#Nvidia #Trump #China #USA #ArtificialIntelligence #Semiconductors #Geopolitics #WallStreet

🇵🇾NEW PRESIDENT PROMISES “ZERO IMPUNITY” AFTER BANKING SCANDAL

Paraguay’s new president, Pedro Alliana, promised “zero impunity and zero privileges” in the investigation into the collapse of Ueno Bank, a financial crisis that led to the removal of former president Santiago Peña on November 6. Prosecutors carried out an unprecedented search of the presidential residence, while Peña and former Central Bank president Carlos Carvallo remain in pretrial detention over alleged crimes related to the management of public funds.

🏦 The scandal threatens the country’s financial stability. Ueno Bank, with approximately 2.94 million customers, received multimillion-dollar deposits from public institutions and pension funds. Authorities are investigating possible irregularities and conflicts of interest, while thousands of savers await the return of their money. Peña could face up to 15 years in prison if convicted. Alliana said his government would fully cooperate with the justice system and work to protect depositors.

Paraguay is facing one of its biggest recent political and banking crises, with investigations reaching former financial oversight officials. (EFE News Agency)

#Paraguay #PedroAlliana #SantiagoPeña #UenoBank #BankingCrisis #Economy #InternationalPolitics

$MSFTB MICROSOFT OUTAGE FORCES WALL STREET TRADERS TO USE WHATSAPP — AND EVEN FAX MACHINES! 🇺🇸📉

A massive global Microsoft outage has disrupted financial markets, forcing investors and trading firms to turn to unconventional communication methods, including WhatsApp and even old-fashioned fax machines, to complete transactions.

The disruption, which lasted more than 12 hours, affected Microsoft Outlook, Teams, Copilot and Exchange Online, leaving financial institutions, corporations and government agencies struggling to maintain essential operations.

Some trading firms resorted to emergency communication channels to confirm transactions, while other businesses faced delays and interruptions to financial activities.

⚠️ The incident exposes a critical vulnerability in modern finance: the world’s financial infrastructure remains heavily dependent on a handful of technology providers. When one major platform fails, the consequences can spread across global markets.(Reuters)

#Microsoft #WallStreet #StockMarket #BreakingNews #FinancialMarkets #Technology #CyberResilience

🇺🇸 JD VANCE MAINTAINS HIS 2028 PRESIDENTIAL AMBITIONS DESPITE REPUBLICAN DISASTER

U.S. Vice President JD Vance is still seriously considering running for president in 2028, according to his allies, despite the Republican Party’s historic defeat in the midterm elections and Donald Trump’s declining popularity. Although he has not yet made a final decision, Vance remains one of the leading favorites to secure the Republican nomination and could decide his political future in the coming months.

However, the road to the White House presents enormous obstacles. The unpopular war with Iran, economic decline, and divisions within the MAGA movement threaten his electoral chances. As figures like Ron DeSantis emerge as potential rivals, Vance is trying to distance himself from some of Trump’s policies without losing the support of his conservative base. The big question is whether the vice president can hold Trumpism together and become its political heir. (The Washington Post)

#JDVance #Trump #UnitedStates #2028Elections #GOP #MAGA #InternationalPolitics

IRAN USHERS IN A NEW ERA OF CYBERWARFARE: DIGITAL ATTACKS NOW CAUSE DESTRUCTION IN THE REAL WORLD

🇮🇷 Iran is stepping up its cyber operations against strategic infrastructure in the United States and Europe. According to The Wall Street Journal, hackers suspected of having ties to Tehran are shifting their focus away from stealing information and toward carrying out attacks capable of causing physical damage and economic losses.

🇺🇸 Recent incidents include breaches of water supply systems in the U.S., attacks on the networks of two oil tankers, and the remote manipulation of hundreds of refrigeration units in European supermarkets, causing fires and food losses.

Experts warn that Iran is also using artificial intelligence to identify vulnerabilities and accelerate attacks against industrial systems. Although its technological capabilities are still considered inferior to those of China and Russia, Iran's growing aggression poses a threat to the security of critical infrastructure.

Tehran denies involvement in the international attacks. (The Wall Street Journal)

#Iran #CyberWarfare #Cybersecurity #Geopolitics #USA #ArtificialIntelligence

TRUMP HALTS VANCE’S NEGOTIATIONS WITH IRAN AND DECLARES: “WE DON’T NEED A DEAL”

President Donald Trump ordered Vice President JD Vance to abandon his diplomatic efforts with Tehran, signaling a shift in U.S. strategy after eight months of war. Vance had sought to negotiate the reopening of the Strait of Hormuz and restrictions on Iran’s nuclear program. Trump, however, said the U.S. already controls Iranian financial resources and the strategic waterway, and argued for maintaining the naval blockade and economic pressure.

The decision comes after the Republicans’ defeat in the midterm elections, amid public discontent over the costs of the war and inflation. Trump ordered Vance to focus his efforts on investigating alleged irregularities in states governed by Democrats. The shift increases uncertainty about the conflict’s future, worries allies in the Persian Gulf, and threatens to prolong instability in global energy markets. (The Washington Post)

#Trump #Iran #JDVance #Geopolitics #MiddleEast #Oil #US

$NVDAB WITHOUT JENSEN HUANG: A HISTORIC OPPORTUNITY FOR INVESTORS? 📉💰

Jensen Huang’s departure from Nvidia could become an advantage for its shareholders, according to an analysis by The Wall Street Journal. Although the stock is down 22% since late October, the company’s fundamentals remain solid.

📊 The numbers are impressive:

* Nvidia forecasts revenue growth of 70% for the fiscal year ending in 2028.
* Analysts project around US$261 billion in free cash flow over four quarters.
* The company has nearly US$100 billion in cash.
* Its shares trade at less than 12 times forward earnings, a historically low valuation.

Colette Kress, the chief financial officer, has temporarily taken over as CEO. Her permanent successor could abandon Huang’s risky financing deals for the artificial intelligence ecosystem and prioritize dividends and share buybacks.

💡 The precedent is Apple: after Steve Jobs died, Tim Cook transformed the company’s financial management, generating a cumulative return of more than 2,700% for shareholders over 15 years.

⚠️ However, reducing financing for customers and partners could hurt Nvidia’s growth and destabilize part of the AI sector.

Are we witnessing the end of an era or the beginning of a more profitable and disciplined Nvidia? (The Wall Street Journal)

#Nvidia #NVDA #WallStreet #ArtificialIntelligence #StockMarket #Investments

JENSEN HUANG STEPS DOWN AS NVIDIA CEO FOLLOWING SCANDAL INVOLVING SUSPECTED CHINESE ESPIONAGE

Jensen Huang, Nvidia’s co-founder and CEO for 33 years, resigned from his position following revelations of two extramarital relationships, according to The Wall Street Journal.

One of the relationships involved Alice Huang, an executive at Megaspeed, a Singapore-based company and Nvidia customer suspected by U.S. authorities of having ties to Chinese intelligence services. The second relationship reportedly involved Kimberly Powell, an executive in Nvidia’s own healthcare division.

Chief Financial Officer Colette Kress will take over as interim leader while the board searches for a permanent successor. Harvey C. Jones has been named chairman of the board.

📉 Nvidia shares fell nearly 8% in premarket trading, reflecting investor concerns about the departure of one of the most influential figures in the global artificial intelligence revolution.

The crisis also heightens geopolitical tensions between Washington and Beijing, particularly over restrictions on exports of advanced semiconductors. (The Wall Street Journal)

🇺🇸🇷🇺 FAILURE FOR TRUMP: RUSSIAN DIESEL REMAINS STUCK AT SEA! 🚢🛢️

Donald Trump’s plan to import Russian diesel to lower U.S. prices is facing a major obstacle: tankers are changing course because no buyers are willing to take on the legal and political risks.

According to The Wall Street Journal, two ships are now heading to Brazil, while a third has joined one bound for Egypt. A fourth, carrying 300,000 barrels, could be redirected to South America.

⚠️ The American paradox: despite domestic production exceeding consumption, diesel has reached $6.16 per gallon, compared with $3.75 before the war in the Middle East.

The agreement between Trump and Putin has sparked bipartisan opposition in Congress, with some lawmakers denouncing a possible violation of the ban on Russian energy imports imposed in 2022.

📉 Geopolitical stakes: Washington is seeking to contain energy inflation, but sanctions against Moscow, commercial risks, and tensions over Ukraine are complicating its strategy. (The Wall Street Journal)

#Trump #Putin #Russia #Diesel #Energy #Geopolitics

HEGSETH ESCAPES IMPEACHMENT, BUT WAR WITH IRAN THREATENS HIS POLITICAL FUTURE

U.S. Defense Secretary Pete Hegseth managed to avoid an impeachment vote after the House of Representatives approved, by 211 votes to 204, referring the proposal to a committee. The initiative, led by Republican Thomas Massie, questions the handling of the war with Iran and the management of the Pentagon. Hegseth described the effort to remove him as political sabotage and reaffirmed his support for President Donald Trump.

Despite this temporary victory, Hegseth faces mounting criticism, including from within the Republican Party. The war with Iran, which began in February, has now lasted nine months and has kept more than 50,000 U.S. troops deployed in the Middle East. Controversies over civilian casualties, military transparency, and the cost of the conflict are increasing pressure on Washington. With Democrats poised to take control of Congress, the secretary’s future remains uncertain.

#USA #Iran #Trump #Hegseth #Pentagon #Geopolitics #InternationalPolitics

🚨🇮🇷🇦🇷 IRAN DECLARES THE ARGENTINE NAVY AND AIR FORCE TERRORIST ORGANIZATIONS! TENSIONS WITH THE MILEI GOVERNMENT ESCALATE

The Iranian government announced on Wednesday, November 11, that it considers Argentina’s Navy and Air Force terrorist organizations, a decision that deepens the diplomatic rift between Tehran and Buenos Aires.

The move is in response to President Javier Milei’s decision to designate Iran’s Revolutionary Guard as a terrorist organization. Argentine authorities have accused it of allegedly participating in the 1992 attack on the Israeli Embassy and the 1994 AMIA bombing, which killed 85 people.

🌎 Iran’s Foreign Ministry justified its decision on the principle of reciprocity, amid rising geopolitical tensions. The declaration marks a new diplomatic escalation between the two countries, although it does not in itself signal the start of military hostilities.

🔥 Could this diplomatic confrontation turn into a regional security crisis?
(Reuters)

🚨 OPENAI GENERATES US$ 10 BILLION IN REVENUE, BUT BILLION-DOLLAR LOSS RAISES ALARM IN THE AI MARKET

OpenAI recorded revenue growth of approximately 50% in the third quarter of 2026, reaching US$ 10 billion. However, this growth came alongside an adjusted operating loss of US$ 10.9 billion, according to information reported by The Wall Street Journal.

📊 Despite the improvement in its adjusted operating margin, from -150% to -109%, the company remains far from profitability. Meanwhile, its main competitor, Anthropic, recorded revenue of US$ 17 billion and operating losses of US$ 567 million over the same period, although the accounting criteria used by the two companies are not entirely equivalent.

💡 With approximately 100 million paying ChatGPT users, OpenAI is betting on business expansion and monetizing its services to reduce losses ahead of a possible IPO in 2027.

Will the explosive growth of artificial intelligence be enough to justify its extraordinary costs? (The Wall Street Journal)

🇺🇸 WALL STREET ON ALERT: INFLATION FUELS FEARS OF AGGRESSIVE U.S. RATE HIKES!

📈 U.S. inflation has once again surprised to the upside, reigniting fears of a more severe monetary tightening by the Federal Reserve. The consumer price index (CPI) rose 0.4% in October, above expectations, while core inflation increased 0.3%. Fed Governor Christopher Waller acknowledged the possibility of raising interest rates by 0.50 percentage points in December if inflationary pressures persist.

📉 Markets reacted immediately: yields on 10-year U.S. Treasury bonds briefly exceeded 5%, while the S&P 500 fell 0.4% and the Nasdaq lost 0.7%. The situation is heightening concerns about borrowing costs, investment in artificial intelligence, and the sustainability of rising technology stocks.

The big question now is whether the Fed can control inflation without causing a significant slowdown in the U.S. economy.

🇺🇸🇮🇷 TRUMP SAYS WAR AGAINST IRAN IS PRACTICALLY OVER

US President Donald Trump declared that Iran has been militarily defeated and that further US attacks are highly unlikely. According to him, negotiations to end the conflict in the Middle East are making positive progress. However, Washington will keep its forces on alert in case the situation deteriorates again.

The statement comes after Republicans were defeated in the US legislative elections, amid mounting fatigue over the war and rising fuel prices. After meeting with Qatar’s prime minister, Trump signaled his willingness to pursue a diplomatic solution. The Iranian government, however, continues to express distrust of Washington’s intentions, while the US naval blockade remains in effect.(BBC News)

UKRAINE, RUSSIA AND THE US RESUME PEACE TALKS IN ABU DHABI!

Representatives from the three nations are meeting on November 10–11 to revive negotiations aimed at ending the war. The US-mediated discussions mark the first trilateral talks in nine months.

🕊️ Key issues include territorial disputes, security guarantees, military de-escalation and Ukraine’s reconstruction. Despite major disagreements, the talks offer renewed hope for a diplomatic breakthrough.

MILITARY ALERT: U.S. WITHDRAWS AIRCRAFT FROM SECOND BRITISH BASE AFTER IRAN-LINKED THREAT

🌍 Tensions between Washington and Tehran enter a new chapter. The United States withdrew military aircraft from RAF Mildenhall in the United Kingdom after receiving information about a possible Iranian threat, according to The Wall Street Journal.

✈️ Two refueling aircraft were initially moved to Germany, while other aircraft were sent to various European military installations.

The move comes weeks after B-1 strategic bombers were withdrawn from RAF Fairford amid suspicions of an Iran-backed plan to attack American pilots and aircraft using drones.

The Pentagon is keeping the operations under wraps. U.S. officials have yet to clarify whether the new threat was imminent.

🔥 The incident highlights the vulnerability of U.S. military installations on European soil and heightens concerns about a possible escalation of the conflict.

📊 GEOPOLITICS | INTERNATIONAL SECURITY

The possibility of attacks on U.S. strategic assets outside the Middle East adds a new dimension to the crisis.

🇺🇸 TRUMP DEFENDS NVIDIA CEO AND SAYS HE DIDN’T KNOW THE WOMAN HE WAS INVOLVED WITH WAS SUSPECTED OF SPYING FOR CHINA

Donald Trump said on Monday (the 9th) that he had spoken with Jensen Huang, Nvidia’s CEO, and that the executive assured him he was unaware of suspicions that Alice Huang, a Chinese businesswoman with whom he had an extramarital relationship, was linked to Beijing’s intelligence services.

Trump said he believed the executive’s account, describing him as an honorable man and one of the leading figures in American industry. According to the president, the FBI is investigating the case.

The controversy took on international proportions after U.S. officials concluded that Alice Huang may have shared information with the Chinese government while working with Nvidia to build data centers in Asia.

Nvidia’s board of directors has launched an independent investigation to determine whether Jensen Huang was targeted in a foreign intelligence operation. So far, the company says it has no reason to believe that corporate secrets or national security information have been compromised.

The episode takes on even greater significance given Nvidia’s strategic position in the global race for artificial intelligence and the technological tensions between Washington and Beijing.

The issue now goes far beyond the personal life of one of the world’s most powerful executives: it involves national security, industrial espionage, and the future of the technological rivalry between the United States and China. $NVDAB

🇺🇸 DEMOCRATS PROMISED TO REVIVE THE ECONOMY. CAN THEY DELIVER?

After a resounding victory in the midterm elections, Democrats are returning to control of the U.S. Congress, buoyed by public discontent over inflation, tariffs and the high cost of living.

Their agenda includes cutting healthcare costs, restoring public subsidies, challenging Donald Trump’s tariffs, raising wages and strengthening worker protections.

However, governing will be much more complicated than winning elections.

Trump retains veto power, and many initiatives will need Republican support. In addition, factors such as interest rates, international oil prices and inflation are beyond Congress’s direct control.

Another dilemma is artificial intelligence: limiting the expansion of data centers could address concerns about electricity consumption, but it could also slow investment and economic growth.

📉 The real challenge

Americans want concrete results: affordable housing, jobs, cheaper energy and better healthcare services.

Democrats will have to prove they can turn their electoral victory into real improvements for the public.

The question is whether they can deliver on their promises in a deeply divided Washington, or whether economic frustration will once again shift the political balance in 2028.

#UnitedStates #Democrats #Trump #Economy #Inflation #Tariffs #Geopolitics #Markets

$NVDAB JENSEN HUANG: PERSONAL CRISIS AND ESPIONAGE SUSPECTED AT NVIDIA

NVIDIA CEO Jensen Huang faces questions that could go beyond his private life and affect the company’s governance and technological security.

According to The Wall Street Journal, Huang sent a message to employees acknowledging an infidelity and apologizing to his wife, family, and colleagues. The report also discusses Alice Huang, an executive connected to a partner company in Singapore, who is suspected of sharing information with Chinese intelligence.

NVIDIA’s board announced an independent investigation to determine whether Huang was targeted in a foreign operation and whether the company’s strategic information was compromised.

👨‍👩‍👧‍👦 Family at the company

The report highlights the presence of the CEO’s family members in prominent positions:

• Madison Huang, his daughter, works in the Omniverse division.
• Spencer Huang, his son, works in robotics.
• Nico Caprez, Madison’s husband, is a vice president at the company.

Corporate documents cited by the newspaper indicate total compensation of about US$1.2 million for one of the children and US$1.3 million for the other in fiscal year 2026.

The article also draws attention to the concentration of decision-making power in Huang’s hands and the absence of a clearly designated successor.

🌐 Why does this case matter?

NVIDIA is at the center of the technological rivalry between the United States and China. Therefore, any potential unauthorized access to strategic information about artificial intelligence could have consequences beyond the reputation of its CEO.

The episode raises questions about corporate governance, family relationships within the company, data protection, and national security.

The investigation is expected to clarify whether the case is limited to a personal crisis or reveals deeper vulnerabilities at one of the most important companies in the digital economy.