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  1. AI Data-Center Stocks Slide After Democratic Midterm Sweep, Renewables Rally — Barron's
  2. Goldman and Apollo in Talks to Sell Portions of $40 Billion SpaceX Chip Financing Deal — Bloomberg AI
  3. Sam Altman meets Samsung and SK as memory shortage deepens, drawing Musk's mockery — Bloomberg AI
  4. Apollo Outspends Neoclouds on AI Chips as SpaceX Leases $40B of Nvidia Vera Rubin — The Information AI
  5. SpaceX may be world's fastest data center builder after xAI merger, research finds — DigiTimes Asia
  6. Elon Musk's SpaceX plans to become world's biggest AI cloud with 13GW in 1.5 years — SemiAnalysis
  7. OpenAI to Acquire Developer Tools Startup Pierre Computer — OpenAI News
  8. Democratic Midterm Wins Cloud Outlook for US AI Data Center Expansion — DigiTimes Asia

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