Technology01 / THE LEAD
AI tools push chipmakers toward more virtual testing
NVIDIA's November 3 industry update describes simulation and AI tools for semiconductor factories, with gains presented as company-reported examples.
THE GLOBAL FINANCE DAILY / NEWSROOM
News checked 2026-11-04 07:53 UTCGlobal financial news.
U.S. credit conditions diverge as smaller borrowers face tighter standards
The Fed's November 2 survey shows a more selective credit market. Broad policy-rate headlines miss important differences between borrowers.
ECB holds at 2.50% while energy complicates its next move
October's decision keeps the deposit rate unchanged. Rising energy costs and tighter credit pull the outlook in different directions.
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Fed pauses at 3.75%-4.00% as inflation keeps tightening in view
The October vote held rates steady, but two members wanted an increase. Our reading: the pause leaves the inflation debate open.
Microsoft's cloud growth shifts attention to delivery and cost control
Microsoft's fiscal first-quarter revenue rose 19% to $92.3 billion, with cloud sales reaching $63.9 billion and Azure revenue up 48%.
NXP pairs a sales recovery with a larger capital-return mandate
Third-quarter revenue reached $3.786 billion, up 19% annually, as NXP approved another $5 billion for potential share repurchases.
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Global coverageEurope's credit squeeze shows why a rate hold may offer little relief
Banks reported tighter lending and weaker business demand in the third quarter. AI infrastructure remained a distinct financing theme.
Oracle's Rubin rollout puts AI infrastructure flexibility in focus
Oracle and NVIDIA announced available Rubin and Vera CPU services, while a larger, multi-gigawatt expansion remains a plan.
Borrowers face a funding gap, but survey comparisons need care
The ECB's business survey points to weaker loan access. A large change in respondents makes some headline comparisons less reliable.
NVIDIA's Meta partnership brings technology and capital closer together
The October 26 announcement combines expanded Muse-related engineering work with a proposed $3 billion investment in Meta's equity offering.
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