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U.S. Defense Secretary Hergsays: We are able to monitor Iran's nuclear facilities and can take action if necessary. The blockade against Iran is rock solid.

2026-11-10

U.S. Defense Secretary Hergsays: We are able to monitor Iran's nuclear facilities and can take action if necessary. The blockade against Iran is rock solid.

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2026-11-10

The U.S. Redbook retail sales annual rate for the week ending November 7 was 10.1%, compared to 10.4% previously.

The U.S. Redbook retail sales annual rate for the week ending November 7 was 10.1%, compared to 10.4% previously.
2026-11-10

Morgan Stanley says market concern that the US election could slow data‑center construction has driven an overdone sell‑off in AI-related stocks. The bank says AI spending may continue to expand and that roughly 5 GW of US data‑center planned capacit

Morgan Stanley says market concern that the US election could slow data‑center construction has driven an overdone sell‑off in AI-related stocks. The bank says AI spending may continue to expand and that roughly 5 GW of US data‑center planned capacity targeted for 2028 could be delayed to 2029 rather than canceled, leaving hyperscale cloud providers' spending plans largely intact. Analysts say the delay could extend the AI investment cycle by easing supply constraints and supporting pricing; the team remains constructive on Amazon, Microsoft, Meta and Google and sees opportunities across semiconductors, infrastructure and software.
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