挪威财富基金副首席执行官：我们已公开表示，我们对整体股市一直持略微谨慎态度，对部分大型科技股也略偏谨慎。

Tesla (TSLA.O) reported Q3 net income of $787m, down about 44% from $1.4bn a year earlier, marking a second consecutive YoY profit decline. Revenue was $28.0bn, roughly flat with the prior year; market consensus was $785m net and $27.88bn revenue. CEO Elon Musk has warned that substantial investment in AI-driven autonomy and humanoid robots would weigh on profits; revenue from those businesses remains limited. Q3 free cash flow was positive $1.53bn versus a consensus forecast of negative $4.92bn.

Super Micro Computer (SMCI.O) launched an NVIDIA Vera CPU rack — a rack-level system with 256 CPUs and a 100% liquid-cooled design, compatible with NVIDIA's Vera Rubin platform and targeted at large-scale agent-based AI workloads.