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2026-11-10

UBS's latest House View report points out that Brent crude oil fell 16.4% last week, the largest weekly drop since April 2020, mainly due to rising expectations of negotiations between the US and Iran, and the market beginning to digest the possibili

UBS's latest House View report points out that Brent crude oil fell 16.4% last week, the largest weekly drop since April 2020, mainly due to rising expectations of negotiations between the US and Iran, and the market beginning to digest the possibility of reduced supply disruption risks in the Middle East. However, UBS believes that the decline in oil prices does not indicate that energy supply has returned to normal: global visible oil inventories were only about 7.8 billion barrels at the end of September, a decrease of more than 500 million barrels from February; shipping safety, insurance, and transportation costs around the Strait of Hormuz remain high, and at least 30 ship attacks occurred in the region in October. Therefore, UBS recommends that investors avoid simply betting on oil price movements and instead diversify their portfolios through commodities such as energy, gold, copper, and agricultural products to hedge against geopolitical risks and inflationary pressures.
2026-11-10

SoftBank posted a ¥1.12 tln (USD 71 bln) net loss in the second fiscal quarter, its first in nearly two years, reversing a year-earlier profit. Share-price declines in major holdings including Arm, Intel and Coupang weighed on results. Vision Fund re

SoftBank posted a ¥1.12 tln (USD 71 bln) net loss in the second fiscal quarter, its first in nearly two years, reversing a year-earlier profit. Share-price declines in major holdings including Arm, Intel and Coupang weighed on results. Vision Fund recorded a ¥81.6 bln loss. Investors cite concerns over AI-related spending and demand; SoftBank is increasingly viewed as a bellwether for sentiment toward OpenAI and the broader AI sector. Since a June record high, SoftBank shares have fallen more than 50% amid worries about debt-funded AI investments and fears a Democratic sweep in the US midterms could stall projects backed by Masayoshi Son.
2026-11-10

SoftBank Group said it posted a loss of 1.5 trillion yen in the six months ended September after subsidiary Silver Bands 7 LLC paid to secure power supply for US AI data center projects.

SoftBank Group said it posted a loss of 1.5 trillion yen in the six months ended September after subsidiary Silver Bands 7 LLC paid to secure power supply for US AI data center projects.
2026-11-10

SoftBank Group said it recorded a loss of 1.5 trillion yen in the six months ending in September, as its subsidiary Silver Bands 7 LLC paid for securing power for a U.S. artificial intelligence data center project.

SoftBank Group said it recorded a loss of 1.5 trillion yen in the six months ending in September, as its subsidiary Silver Bands 7 LLC paid for securing power for a U.S. artificial intelligence data center project.
2026-11-10

Houthi forces said in the early hours of the 10th (local time) that a Saudi-led coalition carried out airstrikes on multiple locations in Yemen’s capital Sanaa, including a gas plant north of the city and the Yemen Oil Company building on 60th Street

Houthi forces said in the early hours of the 10th (local time) that a Saudi-led coalition carried out airstrikes on multiple locations in Yemen’s capital Sanaa, including a gas plant north of the city and the Yemen Oil Company building on 60th Street in southern Sanaa.
2026-11-10

A-share computing-power leasing stocks rebounded in afternoon trade. Zhongqingbao jumped over 15%; Zhiwei Intelligent earlier hit the daily trading limit. Yitian Intelligent, Siteqi, Dongfang Materials, Pingzhi Information and Meige Intelligent were

A-share computing-power leasing stocks rebounded in afternoon trade. Zhongqingbao jumped over 15%; Zhiwei Intelligent earlier hit the daily trading limit. Yitian Intelligent, Siteqi, Dongfang Materials, Pingzhi Information and Meige Intelligent were among the top gainers.
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