The Night File — The Desk’s Report
Iran Claims a Radar Destroyed in Bahrain While Washington and Manama Say Nothing, Europe’s Chair Is Agreed in Two Capitals and Opposed in a Third, and Mr. Huang’s Answer to the House Is Due by Evening
The night file: a radar in Bahrain that Tehran says it destroyed and no one in Washington or Manama has yet described; four tankers in the strait and one vessel independently reported struck; a European chair agreed in Washington and Kyiv, opposed in the Russian delegation’s reported words, and still without a name; a congressional answer due from Mr. Huang by evening; Asia steady at midday; Spain campaigning; Alaska waiting for Friday; and the producer figure at 0830.
The Night in Brief: A Claim Without a Confirmation, a Chair Without a Name, and an Answer Due by Evening
The night produced one claim large enough to move the war and no confirmation of it from the two governments named in it: Iran’s Revolutionary Guards announced early Friday that their aerospace force had destroyed an American early-warning radar in Bahrain, in retaliation for an air attack on a telecommunications tower at Sirik on Iran’s southern coast, and at the hour this edition collects, neither Washington nor Manama has said anything in any account the desk can read. The claim stands in the Guards’ announcement filed below and in two further accounts, one of which carries satellite imagery said to show damage to radar domes at the naval base in Manama, in the imagery account filed below. The same Iranian file reports four tankers hit in the Strait of Hormuz; the independent record in the night’s reading confirms one vessel struck near Ras Al Khaimah, in the strait account filed below. On the talks, Mr. Kushner posted Thursday night that both sides had agreed to expand the next round to include the European partners and that Washington works toward the largest prisoner exchange of the war, in the wire account filed below; the Russian delegation’s head is reported in the Czech accounts to see nothing to talk about with the Europeans, in the Prague account filed below; and no European name, no prisoner number and no date or place for the next meeting stands in the file. In Washington, three House committees have asked Mr. Huang for closed-door questioning on December 1 and for his answer by the evening of November 13, in the congressional account filed below, and the Senate Banking chairman has asked Mr. Huang and Secretary Lutnick to testify on December 3, Mr. Lutnick’s spokeswoman saying he has agreed to appear voluntarily. Asia steadied at midday: Tokyo rose, Hong Kong fell, the two-year Treasury yield touched a one-month high, and Brent was quoted across a dollar’s width depending on the hour of the quote. Spain’s campaign is in its first day and its polls point two ways. Alaska counts again on Friday, and at 0830 the Bureau of Labor Statistics prints the October producer prices, with consensus at 0.4 percent on the month.
Bahrain at 0400: A Radar Tehran Says It Destroyed, a Tower Tehran Says Was Struck, and Silence From Both Capitals Named
The Guards’ announcement is early, plain in its claim, and unaccompanied. The Islamic Revolutionary Guard Corps announced early Friday that it targeted and destroyed an American early-warning radar installation in Bahrain, saying the strike was direct retaliation for an American airstrike on a telecommunications tower in Sirik, in Iran’s southern Hormozgan province near the Strait of Hormuz, in the Guards’ announcement above. The Guards said their aerospace force is fully prepared for an unlimited confrontation and warned that further American aggression would trigger retaliation without geographical restrictions. The same announcement’s file carries claims beyond Bahrain: damage reported to high-value radar systems across the Gulf, including the AN/FPS-132 early-warning radar at Al Udeid in Qatar, described as damaged rather than destroyed; an estimate of $3.15 billion in affected radar and satellite-communications systems across twelve installations, stated in the account to be asset values and not a confirmed repair bill; and more than ten missiles launched toward the strait and American naval assets. None of it had been independently verified as of early Friday, in the same account. It is, on the accounts before the desk, the first Iranian claim of a direct hit on an American asset in the Gulf since early September.
One account adds a picture where the others have only the claim. Satellite imagery released by Al Jazeera shows damage to several radar domes at the Naval Support Activity base in Manama, the headquarters of the United States Fifth Fleet, in the imagery account above. The desk prints that as it stands: imagery released by one outlet, described in one account, showing damage to domes at the base Tehran says it hit. It is a bearing, not a confirmation; no American or Bahraini statement, no casualty figure and no account of the weapon used stands beside it in the night’s reading. The Sirik end of the exchange is thinner still: Iran’s state agency reported enemy fire on the port city on Thursday without naming the attacker or giving targets, damage or casualties, in the strait account above, and residents near the tower are reported to have described shattered windows and interrupted communications, casualties unverified, in the imagery account above. The United States has not commented on the Sirik reports either. Settled: the claim was made, in Tehran’s words, early Friday, and the reason given for it. Open: everything the claim asserts.
The Strait at 0400: Four Tankers in Tehran’s Account, One Vessel in the Independent Record, and a Price That Barely Moved
Tehran’s shipping file grew by four hulls in the night’s reading, and the independent file grew by one. Iran’s military said four oil tankers had been hit by explosions in the strait: the Guards’ navy said two supertankers were disabled on Wednesday night after they ignored warnings against a route Tehran calls unauthorised, state media said the two hit naval mines and carried more than four million barrels of oil between them, and the army said two more tankers east of the strait caught fire after hitting a mine, in the strait account above. No names and no nationalities were given for any of the four. Against that account stands the single independent bearing in the file: the British agency UKMTO said a vessel was hit by an unidentified projectile about 14 nautical miles northwest of Ras Al Khaimah in the United Arab Emirates on Wednesday, while leaving the strait, with a fire in its engine room—the only independent confirmation of a ship struck in the area this week, in the same account. The Guards also warned companies working with the United States over oil shipments through the strait, and Central Command is reported to have confirmed ongoing enforcement of the naval blockades on Iranian ports, in the risk account filed below. Iran’s security chief is reported in the same account to have warned that military bases from West Asia to Europe could become targets if hostilities expand. The market’s answer, at the hours quoted below, was small: Brent eased in the Asian morning despite the Bahrain claim, a movement one account reads as traders waiting for confirmation before adding a risk premium. Both blockades stand, Tehran’s seven conditions stand unanswered in the file, and Friday holds the first American or Bahraini word on the radar, if either capital chooses to give one.
Dublin at 0400: The Chair Is Agreed in Washington and Kyiv, Opposed in the Russian Delegation’s Reported Words, and Empty in Dublin
Thursday night’s sentence from Washington is the largest the talks have produced, and it is a sentence about a table, not about the war. Mr. Kushner wrote that Russia and Ukraine agreed to expand the next round of talks to include European nations, and that Washington is also working toward what would be the largest prisoner exchange of the war, potentially reuniting thousands of people with their families, without giving details of the deal, in the wire account above. Expanding the round would let the talks take up broader postwar European security arrangements alongside the territorial issues, he said; Washington was encouraged, and significant differences remained. President Zelenskyy welcomed the European presence and said it was important the process had resumed, the Abu Dhabi round having been the first in nine months. Mr. Witkoff said President Putin agreed to let European representatives join the next round, and that the Russian president also urged Washington to work with its allies to understand whether they wanted peace or war in Ukraine. Kyiv and Moscow both said major differences remained, particularly on territory: Russia holds a fifth of Ukraine, and Kyiv refuses to give up the rest of its eastern Donbas region, in the same account. The desk notes what the sentence does not contain: no date, no place, no European name, and no number on the exchange that three governments now call the largest of the war.
The Russian delegation’s answer, in the Czech reporting, is a refusal wearing no diplomatic dress. The head of the Russian delegation, Mr. Medinsky, is quoted saying of the European leaders that they are basically participating in collectively deceiving the Ukrainian people and contributing to the mass dying of civilians, and that he therefore does not understand what there is to talk about with them, in the Prague account above. The same reporting carries the counterweight the desk printed at midnight and prints again because it is the only new machinery in the file: the American negotiators, joined by General Grynkewich, the American European Command chief, asked the Russian side to draft a new proposal addressing its security concerns alongside symmetric steps for de-escalation, in the same account. In the Kremlin, President Putin opened by proposing a humanitarian mission regarding the Ukrainian city of Kostiantynivka, the Russian agency TASS reported, in the same account. One reading of the week, filed from the war’s day-count, holds Mr. Kushner’s phrase meaningful progress implies no advance on a ceasefire, territory or security guarantees, and sets President Zelenskyy’s own three outcomes in order: the prisoner release, the European seat, and the preparation of the next meetings, in the day 1,723 account filed below. Europe’s own formats stand as the midnight edition left them—Ms. Kallas naming Mr. Costa and herself under the treaties, Chancellor Merz naming the E3 and a group of five, President Macron saying the format will be determined later—and the Coalition of the Willing meets in Berlin next week, the next occasion in the file for the chair to be filled. Settled: the expansion is announced by the American envoy and welcomed by Kyiv. Open: whether Moscow’s negotiators will sit with the Europeans they are quoted refusing, and who the Europeans would send if they did.
Nvidia at 0400: Two December Dates, an Answer Due by Evening, and a Petition Inside the Company
Congress has now written the Nvidia file into its December calendar, and its first deadline falls today. Three House committees—Intelligence, Foreign Affairs and the Select Committee on China—sent a joint letter asking Mr. Huang to take part in closed-door questioning on December 1, warning that they would issue a subpoena if he did not cooperate voluntarily, and he was asked to respond by the evening of November 13, in the congressional account above. In the Senate, the Banking Committee’s chairman, Senator Scott, sent letters asking Mr. Huang and Secretary Lutnick to testify voluntarily on December 3, warning that the committee was prepared to use all necessary measures, including subpoenas; senators of both parties are pressing Mr. Lutnick on national security and on chip sales to China, in the same account. A spokeswoman for the Secretary told NBC News that Mr. Lutnick has proactively agreed to appear voluntarily before the Banking Committee, in the employees account filed below. CNBC is reported in the same account to have said earlier Thursday that Mr. Huang had agreed to testify before Congress before Thanksgiving; the House letter’s December 1 date and its evening deadline stand in the file beside that report, and the desk prints both, as it found them. House Speaker Johnson signalled a hardening consensus in Congress on limiting chip exports to China, and senior White House officials are separately discussing whether Mr. Lutnick should be pushed out, in the Morning Bid account filed below. Lawmakers are also scrutinizing why the Commerce Department’s investigation into Megaspeed was stalled last year, in the employees account above.
Inside the company, the night brought the first organized answer from the floor. Several Nvidia employees have reportedly petitioned the company to bring back Mr. Huang: an internal suggestion-box post by a longtime engineer, submitted before the resignation and urging the board to consider employee sentiment before acting, has attracted more than 1,600 comments, many asking the board to find a way to bring him back, Wired reported, in the employees account above. The board’s position stands as Thursday left it: Mr. Huang resigned, Ms. Kress is interim chief executive, and the company says Mr. Huang has no relationship with it anymore, in the same account. President Trump contacted Mr. Huang several times this week to check on him and encouraged him to resist pressure to resign, a person familiar with the matter told CNN, and the President is reported concerned that the departure could affect the company and the market; whether Mr. Huang will join the President’s APEC trip to Shenzhen, where a meeting with President Xi is expected, is unclear, in the congressional account above. Beijing’s answer stands from Wednesday: the Foreign Ministry spokeswoman, Ms. Mao Ning, said the United States should stop fabricating stories about espionage as a pretext for technology blockades on China, in the same account. The Attorney General’s position stands from Thursday: the Justice Department has not reached a conclusion on whether Ms. Alice Huang is a spy. The shares were down 1.3 percent in overnight trading ahead of Friday, in the employees account above, against about 3 percent after hours in the midday Asian account below—two quotes at two hours, printed as found—and stand 11 percent down on the week as of Thursday and 30.5 percent below the October 6 record.
The Markets at 0400: Tokyo Rises, Hong Kong Falls, the Two-Year Yield at a One-Month High, and Brent Quoted a Dollar Wide
Asia’s Friday, in the wire’s account, gave back its early gains and traded lower; in the midday accounts, it steadied. The desk prints the day in both its hours. Global stocks gave up early gains on Friday after the week of the Huang revelations, Treasury yields climbed with the two-year peaking at 4.8920 percent in the early Asian session and the ten-year at a three-week high of 5.1433 percent, and investors now see a 13 percent chance of a 50-basis-point Federal Reserve hike in December, up from zero a week ago, in the Singapore account filed below. The dollar was on track for a weekly gain of 0.9 percent, its biggest in more than a month, and the yen languished close to 160 per dollar, leaving traders watching for intervention from Tokyo, in the same account. MSCI’s broadest Asia-Pacific index outside Japan reversed to trade 0.42 percent lower; the Kospi slid 0.85 percent and the Nikkei added 0.55 percent, in the same account. The midday readings stand higher for Tokyo: the Nikkei up about 1.4 percent near 61,650 at about 0330 GMT with the Topix up close to 0.8 percent, the Kospi faded from an early 2 percent gain to little changed, the Kosdaq up close to 2 percent, the Hang Seng down close to 0.9 percent around 23,800 and the Shanghai Composite up about 0.2 percent, in the lunchtime account filed below; the afternoon wire of the same service pares Tokyo to about 0.8 percent near 61,300 and turns the Kospi about 0.7 percent lower near 5,300, in the afternoon account filed below. Nvidia’s customers fell with it: South Korea’s Naver by more than 5 percent in the wire’s account and close to 3 percent in the lunchtime account, and Chinese and Hong Kong AI model stocks fell sharply on worries of reduced access to advanced chips. Brent is the night’s widest quote: up 0.25 percent at $96.06 a barrel in the Singapore account, near $95.70 in the afternoon account, and eased to near $95 at lunchtime—three hours, three prints, all standing. American crude stood at $88.52, $88.40 in the afternoon account; both crudes are set to lose more than 2 percent on the week. Spot gold gained 0.5 percent to $3,896.33 an ounce in the wire’s account and rose close to 1 percent at lunchtime; bitcoin fell about 6 percent to below $70,000, and below $69,000 in the afternoon account. What the numbers share, at every hour quoted, is the direction of the week: yields up, the dollar up, the chip trade down, and the oil price waiting on a confirmation from the Gulf that had not come by 0400.
Spain at 0400: The Campaign’s First Day, a Prime Minister at 26 to 29 in Most Polls and at 33.3 in the State’s, and Housing on Every Tongue
Spain’s two-week campaign opened at midnight, and its first morning papers agree on the subject and divide on the score. Prime Minister Sánchez called the snap election last month betting that anger over housing and fear of the far right would rally the left behind his Socialists; interviews and polls suggest many of those voters are too furious at the status quo to oblige, his party’s backing hovering around the 26 to 29 percent recorded before he called the election, and without a shift in the next two weeks an alliance of the Popular Party and Vox is seen as the most likely next government, in the Madrid account filed below. Against that stands the state’s own survey, the largest its pollster has ever carried out for a general election—45,074 telephone interviews between October 7 and 30—giving the Socialists 33.3 percent, the Popular Party 25.5 and Vox 18.4, a commanding lead that contradicts almost every other poll in the country, in the poll account filed below. The desk prints the two readings side by side and calls neither the truth: the state survey’s interviews closed on October 30, before the campaign, and the private readings are reported without their fieldwork in the accounts before the desk. The issue under both is housing: the eviction of 87-year-old Maricarmen Abascal in September and her subsequent death, the protests, and Wednesday’s general strike, which unions said brought more than three million people onto the streets, in the Madrid account above—over 100,000 in the major cities in the campaign account filed below, the two counts standing as printed. Thursday’s decree stands as the evening editions left it: the Maricarmen measures carried 35 to 34 in the Permanent Deputation, the automatic-renewal decree defeated, and the Popular Party promising repeal if it wins. On the trail, Mr. Sánchez appeals for tactical votes with his phrase all on red, more than a million voters are still undecided, Podemos has refused the Broad Front, and Ms. Colau’s coalition campaigns out of Vallecas toward Seville on Saturday. Polls may be published until November 23; Spain votes on November 29. A second shadow stands in the file: the October 28 train crash, whose handling the Prime Minister is working to keep from derailing his message, in the campaign account above, and on Monday the Brazilian president visits Spain to lend his support to the Socialist campaign.
The Count at 0400: Alaska’s Three Tallies, a Friday Deadline, and No New Figures in the Night
Alaska produced no new figures in the night, and the figures it has produced still do not agree with each other; the desk prints the three tallies with their hours on them. The Division of Elections’ own summary report, timed 5:47 p.m. on November 11, records Ms. Peltola with 121,487 votes, Senator Dan S. Sullivan with 117,512, Mr. Heikes with 5,426 and Daniel J. Sullivan Jr. with 4,100, a lead of 3,975 on 249,325 Senate votes, in the official summary filed below. The Wednesday release that produced those figures added 5,612 ballots, about 5,000 of them absentee ballots from the Matanuska-Susitna Borough, and cut the lead from 4,250; the Associated Press estimates 14 percent of the vote remains uncounted, in the tightening account filed below. The live tallies stand higher and wider: 125,157 for Ms. Peltola and 119,357 for the Senator, a lead of 5,800, updated at 0426 GMT on Friday with no new numbers since 11:07 p.m. Eastern, in the live tally filed below. The margin’s meaning stands as the week has left it: the lead, on any tally, is of the same size as the vote for the other Mr. Sullivan, and no candidate holds 50 percent of first choices, so the ranked-choice tabulation of November 18 decides unless the remaining ballots settle it first. Friday is the deadline for most mailed ballots to arrive and the day of the next scheduled results update; overseas ballots may arrive through November 18, the final day for counting and the tabulation date, and certification is targeted for November 25. Both campaigns said the outstanding ballots would break their way. The race remains America’s only uncalled Senate contest, and at 0400 it remains exactly that.
Friday Opens: A Producer Figure at 0830, an Answer by Evening, Figures From Juneau, and Two Capitals Yet to Speak
The day ahead is a list of clocks, and the desk files them in order. At 0830 the Bureau of Labor Statistics prints the producer price index for October: consensus sees 0.4 percent on the month and 6.6 percent on the year, with core at 0.3 percent on the month, after September’s surprise 1.3 percent monthly rise and 6.3 percent yearly rate, in the calendar account filed below. The consumer report of November 10, at 0.4 percent on the month, stands behind it; a pickup across goods and services with a firmer narrow core would point to broader pressure, and a rise concentrated in energy would be weaker evidence, in the preview filed below. The figure lands in a market already pricing a December hike. By evening, Mr. Huang’s answer to the three House committees is due. In Juneau, the Division’s next update is scheduled for Friday, Alaska time, against the domestic mail deadline. In Washington and Manama, the first word on the Bahrain radar is awaited at any hour. In Madrid, the campaign’s first full day runs toward the weekend rallies, and next week Berlin holds the Coalition of the Willing, where Europe’s empty chair is the standing agenda item nobody has put on the agenda. The midday edition collects at 1200.
The Cocked Hat
Where the night’s bearings do not meet, the desk prints the triangle. On Bahrain: Tehran says a radar was destroyed; one account carries imagery said to show damaged domes; Washington and Manama have said nothing—the claim is one bearing and a picture, not a position. On the strait: four tankers in Tehran’s account, one vessel in the independent record. On Europe’s chair: agreed, in the American envoy’s post and Kyiv’s welcome; refused, in the Russian delegation head’s reported words; unnamed, in Dublin, where the summit that was to fill it ended without a name. On the exchange: the largest of the war, in three governments’ words; unnumbered, in all of them. On Nvidia: testimony agreed before Thanksgiving, in one report; a December 1 date with an answer due by this evening, in the committees’ letter; the shares down 1.3 percent overnight in one account and about 3 percent after hours in another. On Brent: $96.06, $95.70 and near $95, at three hours of one Asian day. On the Nikkei: up 0.55 percent in the wire’s early account, 1.4 percent at lunchtime, 0.8 percent in the afternoon. On Spain: the Socialists at 33.3 percent in the state’s largest-ever survey and at 26 to 29 percent in the polls the wire reports; Wednesday’s strike at more than three million in the unions’ count and at over 100,000 in the cities in another account. On Alaska: a lead of 3,975 in the Division’s summary of November 11 and of 5,800 in the live tally of Friday morning. Inside the triangle is where the night honestly stands.
The Clippings Filed With This Edition
Everything the desk read for the report above, clipped and filed as a bureau files it. Each item is stamped subjective—a source with a position, printed because it is useful—and described by what it says. The desk’s report is the only item in this edition stamped objective. 22 items.
Market Flux — Iran’s Guards claim a strike on an American early-warning radar in Bahrain
Iran’s Islamic Revolutionary Guard Corps announced early Friday that it targeted and destroyed an American early-warning radar installation in Bahrain, saying the strike was direct retaliation for an American airstrike on a telecommunications tower in Sirik, in Iran’s southern Hormozgan province near the Strait of Hormuz. The Guards said their aerospace force is fully prepared for an unlimited confrontation and warned that further American aggression would trigger retaliation without geographical restrictions. Neither the United States nor Bahrain had offered an immediate public comment. The account also reports claims of damage to radar systems across the Gulf, more than ten missiles launched toward the strait and American naval assets, and supertankers catching fire or hitting mines, none of it independently verified as of early Friday.
UmmahAtlas — Iran claims a strike on an American radar in Bahrain as four tankers are reported hit in the strait
The Guards said on Friday that their aerospace forces targeted and destroyed an American early-warning radar in Bahrain, in retaliation for an air attack on a telecommunications tower in Sirik, where Iran’s state agency had reported enemy fire on Thursday without naming the attacker; the United States has not commented on Sirik either, and no independent evidence of damage, casualties or the weapon used in Bahrain was available. Iran’s military said four oil tankers had been hit by explosions in the strait: the Guards’ navy said two supertankers were disabled Wednesday night after using a route Tehran calls unauthorised, with state media saying they hit naval mines and carried more than four million barrels between them, and the army said two more tankers east of the strait caught fire after hitting a mine. The vessels’ names and nationalities were not given. The British maritime agency UKMTO said a vessel was hit by an unidentified projectile about 14 nautical miles northwest of Ras Al Khaimah on Wednesday while leaving the strait, with a fire in its engine room—the only independent confirmation of a ship struck in the area this week.
The Ground Narrative — the Bahrain radar claim, with satellite imagery of the Manama base
Iran’s claim of hitting an American early-warning radar in Bahrain is presented as a new escalation in the war, the first Iranian claim of a direct hit on an American asset in the Gulf since early September. Satellite imagery released by Al Jazeera is said to show damage to several radar domes at the Naval Support Activity base in Manama, the headquarters of the United States Fifth Fleet. No official comment from Washington or Manama was immediate. The retaliation narrative begins with the reported attack on a telecommunications tower in Sirik, in Hormozgan province, which Tehran described as an air assault by the United States; residents are reported to have described shattered windows and disrupted communications, and casualties have not been independently verified.
OppHub America — the Guards claim the Bahrain radar, based on Al Jazeera English reporting
Iran’s Islamic Revolutionary Guard Corps claimed responsibility for targeting an American early-warning radar site in Bahrain on Friday, November 13, 2026, the first such claim against American regional assets since early September, following reported enemy fire in Iran’s Hormozgan province. The Guards framed the action as retaliation for an alleged air attack on a telecommunications tower in southern Iran and as a warning against aerial provocations and oil smuggling in the Strait of Hormuz, and warned companies working with the United States over oil shipments through the strait. American Central Command is reported to have confirmed ongoing enforcement of the naval blockades on Iranian ports, and Iran’s security chief is reported to have warned that military bases from West Asia to Europe could become targets if hostilities expand.
Reuters, via 102.7 WBOW — Mr. Kushner says Washington is working toward the largest prisoner exchange of the war
President Trump’s envoy Jared Kushner said on Thursday that Russia and Ukraine agreed to expand the next round of talks to include European nations, as Washington works toward what would be the largest prisoner exchange of the war, potentially reuniting thousands of people with their families; he gave no details of the deal. Expanding the next round with European partners would allow the talks to take up broader postwar European security arrangements alongside the territorial issues between Ukraine and Russia, he said, adding that Washington was encouraged by the progress while significant differences remained. President Zelenskyy, speaking after talks with Mr. Witkoff and Mr. Kushner, said it was important the process had resumed after the Abu Dhabi round, the first in nine months. Mr. Witkoff said President Putin agreed to let European representatives join the next round, and also that the Russian president urged Washington to work with its European allies to understand whether they wanted peace or war in Ukraine. Kyiv and Moscow both said major differences remained, particularly on territory.
Newsy Today — how Europe’s role in the peace talks is changing, from the Czech reports
European representatives will take part in the negotiations between Russia and Ukraine, as reported by Seznam Zprávy following the Thursday meeting in Dublin, where President Zelenskyy and Mr. Kushner confirmed the development after the envoys arrived from Moscow. The Abu Dhabi discussions produced an agreement on a large-scale prisoner exchange and no ceasefire or broader settlement, iROZHLAS noted. Novinky reported that the American negotiators, joined by General Grynkewich, the American European Command chief, asked the Russian side to draft a new proposal addressing its security concerns alongside symmetric steps for de-escalation. The head of the Russian delegation, Mr. Medinsky, is quoted in the same reporting saying he does not understand what there is to talk about with the European leaders, whom he accused of deceiving the Ukrainian people and contributing to the dying of civilians. In Moscow, President Putin opened the Kremlin discussion by proposing a humanitarian mission regarding the Ukrainian city of Kostiantynivka, TASS reported, and Mr. Ushakov said the meeting would discuss issues aimed at resolving the crisis around Ukraine.
EA WorldView — Ukraine war, day 1,723: no advance, but Europe to join the talks with Russia
President Putin is maintaining his maximum demands against Ukraine, but Europe will join the next round of talks. After the Abu Dhabi talks on Tuesday and Wednesday, the envoys visited President Putin in Moscow on Thursday and then President Zelenskyy at a military airport outside Dublin, conferring with national security advisers from Ukraine, Germany, Italy, France, Ireland, Poland and the European Union. Mr. Kushner’s language of meaningful progress is read here as implying no advance on a ceasefire, territory or security guarantees. President Zelenskyy’s own statement of the week’s outcomes lists the prisoner release and the largest exchange of the war first, European representatives at the negotiating table on equal terms second, and the preparation of the next multilateral meetings third.
Demócrata — President Zelenskyy reopens the dialogue and seals a historic exchange
President Zelenskyy has announced that the trilateral dialogue format with Russia and the United States has been reactivated following his meeting with the White House envoys, and highlighted the understanding reached to carry out the largest exchange of prisoners of war since the start of the invasion, as well as the direct incorporation of European partners into the discussion table at the next round, and not in a separate channel. Mr. Kushner highlighted the agreement for the repatriation of prisoners, and Mr. Witkoff confirmed that the agreed exchange will involve the largest release of hostages and prisoners of the war. The joint appearance followed the diplomatic round in Abu Dhabi and the envoys’ trip to Moscow to meet President Putin. Washington is also reported to be working with President Zelenskyy’s team and General Grynkewich on an economic program for the reconstruction of Ukraine and on the design of postwar security guarantees.
Stockbiz — Congress gets involved in the case of Mr. Huang
Three House committees—Intelligence, Foreign Affairs and the Select Committee on China—sent a joint letter asking Mr. Huang to take part in closed-door questioning on December 1, warning they would issue a subpoena if he did not cooperate voluntarily; he was asked to respond by the evening of November 13. In the Senate, the Banking Committee chairman, Senator Scott, sent a letter asking Mr. Huang and Commerce Secretary Lutnick to testify voluntarily on December 3, warning the committee was prepared to use all necessary measures, including subpoenas. Senators of both parties are pressing Mr. Lutnick on national security and chip sales to China. A person familiar with the matter told CNN that President Trump contacted Mr. Huang several times this week to check on him and encourage him to resist pressure to resign, and that the President is concerned the departure could affect the company and the stock market; whether Mr. Huang will join the President’s APEC trip to Shenzhen is unclear. The Chinese Foreign Ministry spokeswoman, Ms. Mao Ning, said on November 12 that the United States should stop fabricating stories about espionage as a pretext for technology blockades on China. Nvidia’s shares fell 4.34 percent in the session reported, and stand 30.5 percent below their October 6 record.
Stocktwits — Nvidia employees reportedly rally behind Mr. Huang as Congress seeks answers
Several Nvidia employees have reportedly petitioned the company to bring back Mr. Huang, who resigned as chief executive on Thursday. An internal suggestion-box post submitted before the resignation by a longtime engineer, urging the board to consider employee sentiment before acting, attracted more than 1,600 comments, many asking the board to find a way to bring Mr. Huang back, Wired reported. Nvidia shares were down 1.3 percent in overnight trading ahead of Friday and have slid 11 percent this week as of Thursday, while retail sentiment on the platform held in the extremely bullish zone. Three House committees have directed Mr. Huang to appear for closed-door testimony on December 1 or risk subpoenas; CNBC reported earlier in the day that Mr. Huang had agreed to testify before Congress before Thanksgiving. A spokeswoman for Secretary Lutnick told NBC News that the Secretary has proactively agreed to appear voluntarily before the Banking Committee. Lawmakers are scrutinizing why the Commerce Department investigation into Megaspeed was stalled last year. Nvidia named its finance chief, Ms. Kress, interim chief executive on Thursday.
Reuters, Morning Bid, via WNFL — the scandal topples the AI star: a look at the day ahead in European and global markets
A new era dawns for Nvidia with its longtime figurehead abruptly out, plunging the chipmaker into crisis and sending shockwaves across the artificial intelligence industry. Washington is turning up the heat: House Speaker Johnson signalled a hardening consensus in Congress on limiting chip exports to China, the Senate Banking chairman sent letters on Thursday to Secretary Lutnick and Mr. Huang asking them to testify, and senior White House officials are separately discussing whether Mr. Lutnick should be pushed out. Asian shares managed to find their footing on Friday. The repricing of rate expectations sent the two-year Treasury yield to a one-month high in Asia on Friday. The day’s listed key developments begin with Nvidia developments.
Reuters, via MIX-FM — stocks struggle on Nvidia whiplash, the dollar climbs with American yields
Global stocks gave up early gains to trade lower on Friday after the turbulent week of the Huang revelations and resignation. Treasury yields climbed, the two-year hitting a one-month high and peaking at 4.8920 percent in the early Asian session, and the ten-year rose to a three-week high of 5.1433 percent; investors now see a 13 percent chance of a 50-basis-point Federal Reserve hike in December, up from zero a week ago, and the dollar was on track for a weekly gain of 0.9 percent, its biggest in more than a month, with the yen close to 160 per dollar. MSCI’s broadest index of Asia-Pacific shares outside Japan reversed early gains to trade 0.42 percent lower; South Korea’s Kospi slid 0.85 percent while Japan’s Nikkei added 0.55 percent. Nasdaq futures fell 0.3 percent and S&P 500 futures 0.1 percent; European futures eased. Shares of Nvidia’s customers fell, South Korea’s Naver by more than 5 percent, and Chinese and Hong Kong AI model stocks fell sharply on worries of reduced access to advanced chips. Brent crude futures were up 0.25 percent at $96.06 a barrel and American crude eased 0.26 percent to $88.52, both set to lose more than 2 percent for the week. Spot gold gained 0.5 percent to $3,896.33 an ounce.
investingLive — Asia-Pacific market news: rate-hike bets ripple through Asia
In afternoon trade the Nikkei 225 was up about 0.8 percent near 61,300, down from a gain of about 1.4 percent at midday, and the Topix rose about 0.3 percent. The Kospi reversed an early 2 percent advance to trade about 0.7 percent lower near 5,300, with SK Hynix down more than 2 percent and Samsung Electronics off about 0.6 percent, while the Kosdaq held a gain of about 1.5 percent. Hong Kong’s Hang Seng fell about 1 percent to near 23,770 and the Shanghai Composite edged up about 0.2 percent. Brent traded near $95.70 and West Texas Intermediate near $88.40, both slightly lower, and the Guards’ Bahrain claim is noted with Brent holding near $96 despite it. Bitcoin fell more than 6 percent to below $69,000 amid continued exchange-traded fund outflows. Dollar-yen traded near 159.90, Japan’s ten-year yield jumped to around 2.87 percent, and airlines face higher fuel bills as pre-war hedges expire with jet fuel near $148 a barrel.
FeedsMonitor, carrying ForexLive — Asian stocks steady as the Nikkei gains 1.4 percent and the Hang Seng slips
Asian stock markets found steadier footing at lunchtime on Friday. The Nikkei 225 opened higher and kept climbing, trading around 61,650 at about 0330 GMT, up roughly 1.4 percent, with the Topix up close to 0.8 percent. The Kospi opened about 2 percent higher but faded to little changed, while the Kosdaq rose close to 2 percent. The Hang Seng fell close to 0.9 percent to around 23,800 and the Shanghai Composite edged up about 0.2 percent. Nvidia shares fell about 3 percent after hours following Mr. Huang’s resignation, and South Korea’s Naver dropped close to 3 percent. Citi sees investors looking at AMD, Arista and Broadcom as alternatives to Nvidia. Bitcoin fell about 6 percent to below $70,000, gold rose close to 1 percent, and Brent eased to near $95. Oil’s small dip despite the latest Iranian claim is read here as traders waiting for confirmation before adding a risk premium.
Reuters, via WNCY — as the election nears, Mr. Sánchez struggles to rally a disillusioned left
When Prime Minister Sánchez called the snap election last month, he was betting that anger over housing and fear of the far right would rally all shades of the left behind his Socialists. Interviews and polls suggest many potential supporters are too furious about the status quo and the failings of his own government to oblige: backing for his party still hovers around the 26 to 29 percent recorded before he called the election, and without a shift in the next two weeks an alliance of the Popular Party and Vox is seen as the most likely next government. The eviction of 87-year-old Maricarmen Abascal in September, and her subsequent death, triggered protests that culminated in a general strike which unions said brought more than three million people onto the streets on Wednesday. On the trail, Mr. Sánchez has deployed the phrase all on red, appealing for tactical votes in provinces with few seats; more than a million voters are still undecided. Podemos refused to join the new Broad Front or consider an alliance with the incumbents.
The Times — the state pollster gives Mr. Sánchez the lead as the campaign kicks off
Spain’s state pollster has given Prime Minister Sánchez a commanding lead on the eve of the campaign, in a survey that contradicts almost every other poll in the country. The Centre for Sociological Research predicted the Socialists would win 33.3 percent of the vote, ahead of the Popular Party on 25.5 percent and Vox on 18.4 percent, in the largest survey it has ever carried out for a general election: 45,074 telephone interviews between October 7 and 30. The campaign opens at midnight on Thursday, and polls may be published until November 23, six days before Spaniards vote on November 29. Parliament passed the new housing measure on Thursday by 35 votes to 34 in the Permanent Deputation: a two-year extension for rental contracts expiring before the end of 2028, a suspension of evictions of vulnerable tenants without alternative accommodation until December 2030, and restrictions on speculative purchases by investment funds. A second proposal, for automatic extensions of rental contracts, was defeated after the Basque PNV refused to support it. The Popular Party has promised to repeal the approved measures if it wins power.
EuropeSays — Mr. Sánchez faces a political test as a deadly train crash casts a shadow over the campaign
Prime Minister Sánchez hoped to leverage discontent over unaffordable housing when he called the snap elections in October. With the campaign officially underway, he is working to keep the train tragedy from derailing his message to voters, arguing that a right-wing government would be worse for Spaniards who need government help for housing, healthcare and infrastructure. The campaign of two and a half weeks will be dominated by domestic concerns—housing, immigration and corruption. Several opinion polls conducted before and after the October 28 train crash showed the Socialists behind the combined support of the Popular Party and Vox. On Wednesday a nationwide protest over rents and home costs drew over 100,000 people to Spain’s major cities, part of a general strike, the first in 14 years and the first whose main driver was housing. His government passed one of the two emergency housing decrees through the smaller interim parliament on Thursday. On Monday the Brazilian president will visit Spain and lend his support to the Socialist campaign.
SSBCrack News — Alaska’s Senate race tightens as Ms. Peltola’s lead over Senator Sullivan narrows
Alaska’s Senate race narrowed slightly in the latest results released Wednesday, with Ms. Peltola holding 48.7 percent to Senator Sullivan’s 47.1 percent. Her lead fell to 3,975 votes, down from 4,250 the previous day, and the margin is now smaller than the 4,100 votes cast for Daniel J. Sullivan Jr., the Petersburg candidate whose name resembles the incumbent’s. The results added 5,612 early, absentee and Election Day ballots, about 5,000 of them absentee ballots from House districts in the Matanuska-Susitna Borough. The Associated Press estimates 14 percent of the vote remains uncounted. Both campaigns said the outstanding ballots would decide the race and that counting is not complete. The next scheduled results update is Friday, the deadline for most mailed ballots to arrive; overseas ballots may arrive through November 18, which is also the final day for counting and the date of the ranked-choice tabulation in races where no candidate has more than 50 percent of first choices.
Poliwave — the live Alaska results
The live tally, updated at 0426 GMT on Friday, shows Ms. Peltola with 125,157 votes and 49.2 percent, Senator Sullivan with 119,357 votes and 47.0 percent, Mr. Heikes with 5,490 and Mr. Daniel Sullivan with 4,199—a lead of 5,800 votes, or 2.3 points. The figures are marked as official state results with counts via civicAPI, and the page states that no new numbers have come from civicAPI since 11:07 p.m. Eastern. No winner has been called; a race shows a winner only when its source declares one, and the page’s estimate is a projection, never a call.
Alaska Division of Elections — the official summary report, general election of November 3, 2026
The Division’s summary report, timed 5:47 p.m. on November 11, records 401 of 401 precincts reported and 251,094 ballots cast. In the Senate race it records Ms. Peltola with 121,487 votes and 48.73 percent, Senator Dan S. Sullivan with 117,512 and 47.13 percent, Mr. Heikes with 5,426 and 2.18 percent, Daniel J. Sullivan Jr. with 4,100 and 1.64 percent, and 800 write-ins—a lead of 3,975 votes on 249,325 Senate votes counted.
Finance Calendar — the producer price index release of November 13, 2026
The Bureau of Labor Statistics will release the producer price index for October 2026 on Friday, November 13, at 8:30 a.m. Eastern, following a surprise rise of 1.3 percent month on month in September and 6.3 percent year on year, with core producer prices up 0.7 percent on the month and 5.0 percent on the year. Consensus sees October slowing to 0.4 percent on the month and rising 6.6 percent on the year, with core at 0.3 percent on the month and steady at 5.0 percent on the year. A monthly figure above 0.6 percent, or a yearly rise above 7 percent, would surprise to the upside; below 0.2 percent on the month, or below 6 percent on the year, would surprise to the downside. The release is the first major inflation reading of the November calendar, arriving three days after the consumer price report of November 10, and together the two frame expectations for the Federal Reserve’s December meeting.
OX8 — October producer prices: what to watch after the consumer report
Consumer prices rose 0.4 percent in October from September, after rising 0.6 percent in September, in the Bureau of Labor Statistics release of November 10. Friday’s producer report provides a second view of inflation, measuring the prices domestic producers receive. The preview directs readers to compare final-demand goods and services and to check final demand excluding food, energy and trade services: a pickup across goods and services alongside a firmer reading on that narrower measure would point to broader price pressure, while a headline rise concentrated in energy would provide weaker evidence of persistent pressure.