[Overnight global news you need to know on Friday: The Nasdaq 100 index closed down 6.5%, and the AI ​​industry chain suffered a heavy setback; news said Rubio was considering leaving the Trump administration; Microsoft stepped up its review of some data center projects] global news 1. It is reported that US Secretary of State Rubio is considering leaving the Trump administration after the Republican Party lost the midterm elections. 2. Iran is reported to have submitted a nuclear proposal to the United States through Qatar. The United States is reviewing Iran's nuclear proposal. 3. Microsoft is reported to be strengthening supervision of some data center projects of Nebius Group NV, IREN Ltd. and Nscale Plc, withdrawing from projects deemed to be higher risk, and is also internally discussing whether to sign new new cloud transactions. 4. Google has committed $17 billion to build its first data center in Wyoming. 5. Apple plans to raise approximately US$7 billion through its first issuance of investment-grade bonds in more than a year to support stock buybacks and other purposes. 6. Microchip Technology expects adjusted earnings per share in the third fiscal quarter of 87 to 95 cents, with an estimate of 94 cents; net sales of 1.57 billion to 1.64 billion US dollars, with an estimate of 1.62 billion US dollars; earnings per share of 47 to 50 cents. 7. Optical communications company Applied Optoelectronics' adjusted earnings per share in the third quarter were 17 cents, higher than the estimate of 14 cents; revenue was $269.9 million, higher than the estimate of $268.3 million. 8. It is reported that US Defense Secretary Hegseth may face an impeachment vote as early as next week. 9. Standard & Poor's downgraded the BMW Group's rating to "A-" with a negative outlook. 10. Secretary Rezai of Iran’s Supreme National Security Council conveyed a message from Iran’s Supreme Leader Mujtaba Khamenei to Russian President Vladimir Putin in Moscow on November 5. The two sides also discussed bilateral relations and the latest regional situation. 11. The Office of Foreign Assets Control of the U.S. Department of the Treasury announced that it would add 2 individuals, 6 companies, and 2 ships to the Cuba-related sanctions list, and impose additional sanctions on 2 companies and 3 ships that have already been sanctioned. 12. Paraguay’s House of Representatives passed the impeachment motion against President Santiago Peña. 13. Google launched the Gemini Omni 1.2 Flash video generation model, reducing the price at 720p resolution by 30% to $0.07 per second, and extending the length of native video clips to 15 seconds. 14. Goldman Sachs lowered its gold price forecast to US$4,150 per ounce by the end of 2026 and US$4,800 per ounce by the end of 2027. global market 1. The three major U.S. stock indexes collectively fell sharply, with the Dow Jones Industrial Average falling 3.44%, the Nasdaq Composite falling 5.52%, and the S&P 500 Index falling 4.35%, recording the largest single-day decline since April 2025. The Nasdaq 100 fell 6.4%, wiping out $2.3 trillion in market value. The Philadelphia Semiconductor Index fell 12%, its largest decline since 2020. Nvidia fell 9.18%, and its market value evaporated by US$447 billion. Tesla fell 10.86%. The AI ​​industry chain suffered a heavy setback. SanDisk fell by more than 22%, Western Digital and Micron Technology fell by more than 17%, Lumentum fell by more than 18%, Marvell Technology fell by more than 16%, Oracle fell by more than 7%, CoreWeave fell by more than 9%, and NEBIUS fell by more than 14%. 2. International oil prices rose. The price of WTI crude oil for December delivery rose by 2.7% to close at US$90.52 per barrel; Brent crude oil in January rose by 3.9% to close at US$98.29 per barrel. 3. International precious metals saw mixed gains and losses. Spot gold prices rose 0.69% to US$4,087.98 per ounce; spot silver prices fell by 0.84% ​​to US$51.76 per ounce. 4. Livermore’s leading index of Chinese concept stocks closed down 3.15%. Among the constituent stocks, Himax Optoelectronics fell by more than 26%, ASE Holdings fell by more than 20%, Nanmao fell by more than 17%, and UMC fell by more than 16%.