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U.S. Stocks Fall for a Fourth Day as Nvidia Looms, AI Valuation Worries Weigh

U.S. stocks posted a fourth straight loss on November 18, 2025, dragged by mega-cap tech declines and valuation worries tied to AI. The Russell 2000 outperformed, signaling rotation. Investors await Nvidia’s earnings to gauge AI-driven risk appetite, with market sentiment cautious but not panicked.
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A $45 Billion Alliance: Microsoft and Nvidia’s Anthropic Bet Rewires the Cloud Race

Microsoft and Nvidia are partnering with Anthropic in a deal totaling up to $45 billion, intertwining investments and massive Azure compute commitments. The move expands Claude’s reach as the only advanced AI model available across Amazon, Google, and Microsoft clouds, advancing the multicloud ecosystem for AI and raising competitive stakes.
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Rising Load, Tight Margins: U.S. Winter Risks, TotalEnergies’ Flex Deal, and UK Bill Outlook

This article analyzes surging power demand in the US, driven by data centers and electrification, outpacing supply additions and intensifying winter reliability risks. It also covers a major flexible generation deal in Europe, affordability constraints on US utilities, and trends in UK energy prices, highlighting the urgent need for grid flexibility and smart policy responses.
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A $1 Billion Bet Brings Three Mile Island Back—But Not the Reactor You Think

The DOE has approved a $1 billion loan to restart the Three Mile Island Unit 1, now renamed the Crane Clean Energy Center, with Microsoft as its anchor customer for 20 years. This marks a significant return of nuclear power to Pennsylvania, driven by AI-driven data center demand and new federal policy support mechanisms.
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Gold Edges Up After Weak Stretch as Dollar Clouds Outlook

Gold prices edged higher in early Asian trading after two straight sessions of declines, with analysts attributing the move to technical recovery. Despite a firmer dollar and policy uncertainty keeping upside limited, central bank buying continues to support the market. Traders now await key Fed minutes and U.S. jobs data for direction.
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Oil Slumps as U.S. Stockpile Builds and Risk-Off Mood Reinforce Oversupply Fears

Oil prices declined as rising U.S. crude and fuel inventories pointed to oversupply, with Brent at $64.6 and WTI at $60.5. Global markets turned risk-averse, further weighing on commodities. Easing Russian export disruptions and expectations of persistent surpluses suggest oil could remain under pressure through 2026.
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Global Selloff Deepens as Nvidia Jitters Test the AI Trade

Global markets tumbled on November 18 amid broad risk aversion, as U.S., European, and Asian indexes suffered notable losses driven by AI valuation worries and anticipation of Nvidia's earnings. Safe-haven assets firmed, oil diverged, and Bitcoin remained volatile, underscoring fragile market breadth and heightened sensitivity to tech sector swings.
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Gemini 3 Lands in Search: Google’s Full‑Stack Bet at Massive Scale

Google has launched Gemini 3, integrating the AI directly into Search for paying subscribers and highlighting a robust chips-to-cloud strategy. The launch includes a developer preview, an agent-first IDE called Antigravity, and impressive user scale, supported by a $93B AI investment. Access is gated by subscription initially.
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Grok 4.1, by the numbers: silent tests, two modes, and fewer hallucinations

xAI's Grok 4.1 launched with immediate, broad availability across web and apps. The update offers two modes for speed or reasoning, showed a 64.78% user preference in silent rollout tests, reduced hallucination rates, improved creative and emotional response, and features easier access. Most results stem from internal evaluations, warranting further independent testing.
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ChatGPT-5.1’s New Personalities: Style Makeover, Same Engine

OpenAI's ChatGPT-5.1 introduces seven personality presets—ranging from Professional to Quirky—that alter response tone but not the model’s capabilities or safety guardrails. These presets enhance user personalization and workflow consistency, but experts warn they may also foster misplaced trust in the system’s understanding.
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Trending

November 2025 ACA subsidies extension: where talks stand and what’s in the draft
The November 2025 ACA subsidies extension is under intense negotiation, with the White House proposing a two-year plan and Republicans largely opposed. The draft would alter eligibility and premium structures, and if no deal is reached, enhanced premium tax credits will expire December 31, potentially doubling costs for many enrollees.
October 2025 Witkoff Kremlin call transcript: White House defends envoy as leak shapes Trump–Putin push
The October 2025 Witkoff Kremlin call transcript is now central to the White House’s defense of Steve Witkoff amid mounting criticism. The transcript details discussions on a Ukraine peace plan, including potential territorial concessions, and has sparked debate over U.S. negotiation strategy and its implications for ongoing Russia-Ukraine talks.
HP 6,000 job cuts 2028: AI reshuffle meets cloud buildouts and chip bets
HP 6,000 job cuts 2028 highlights HP's plan to reduce its workforce by up to 6,000 roles by FY2028 as part of an AI-driven restructuring aimed at saving $1 billion. The article also covers major tech sector developments, including Amazon's $50B AWS investment, Meta's Google TPU deal, Dell's AI server guidance, and key consumer and security trends.

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