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# Evening Scan
- URL: https://adjacent.media/scan/2026-11-11-pm/
- Published: 2026-11-12T00:17:40.000Z
- Updated: 2026-11-12T00:17:40.000Z
- Description: Tech stocks erased last week’s losses today, buoyed by strong CoreWeave results and a climbing Anthropic IPO valuation. The Nvidia CEO’s travel itinerary also drew unwanted scrutiny.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Tech stocks erased last week's losses today, buoyed by strong CoreWeave results and a climbing Anthropic IPO valuation. The Nvidia CEO's travel itinerary also drew unwanted scrutiny.

> **\~$1.4T** — The valuation implied by Anthropic's Nov. 10 IPO share-price range, with reports it could still go higher. *(The Defiant)*

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#### [US tech stocks surge as AI trade revives](https://www.ft.com/content/639de881-6017-454f-abfa-cfb191d1e7cd?syn-25a6b1a6=1&ref=adjacent.media) (paywall)

The Nasdaq recovered on strong CoreWeave results and reports of a higher Anthropic IPO valuation. *(Financial Times)*

#### [Trump was warned about Jensen Huang's relationship with a suspected Chinese spy but allowed the Nvidia CEO aboard Air Force One anyway](https://fortune.com/2026/11/11/trump-warned-jensen-huang-suspected-china-spy-nvidia-ceo-air-force-one/?ref=adjacent.media)

A boarding-pass detail that Nvidia's leadership would prefer to keep private. *(Fortune)*

#### [Over 90% of China's solar supply chain is reporting losses, says IEA](https://www.pv-magazine.com/2026/11/11/over-90-of-chinas-solar-supply-chain-is-reporting-losses-says-iea/?ref=adjacent.media)

Overcapacity is turning everyone's numbers red. *(pv magazine)*

#### [Linux joins Heathrow's grounded fleet of information screens](https://www.theregister.com/offbeat/2026/11/11/linux-joins-heathrows-grounded-fleet-of-information-screens/5308738?ref=adjacent.media)

Windows wasn't alone in crashing Heathrow's departure boards, leaving UK travelers dealing with more than fog. *(The Register)*