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Micron (MU, a major American manufacturer of memory for AI servers) shares were up about 6% before the US market opened on Wednesday, after closing Tuesday at $725.11. Two reasons converged: Anthropic named Micron among seven buyers of its $26 billion stock offering, and cloud company CoreWeave raised its revenue forecast.
Goldman Sachs trading division's internal stress indicator moved 8.55 points in two days on a scale of 0 to 10 - something that has never happened in the entire history of calculations. The previous record (7.87 points) had stood since April 16, 2013.
Anthropic (developer of the Claude AI assistant) has begun its roadshow ahead of going public with a range of $70-78 per share. Google announced a $10B investment, with its stake to be acquired at the same price that offering participants will pay for shares.
The Trump administration approved the purchase and assembly of Nvidia H200 AI accelerators by Chinese companies that are linked to entities on the American blacklist and to military suppliers. The New York Times reported this on the evening of November 9.
Reuters reports: about 600,000 Nvidia H200 accelerators are in Hong Kong awaiting shipment to mainland China. This is one of the most expensive types of cargo in the tech supply chain - these are the chips used to build data centers for artificial intelligence.
The Arbitrum network security council used special powers to transfer 8426 ETH and 74.6 million ARB from the Binance hacker's wallet - the owner's signature was not required for this. In parallel, Binance and Polymarket submitted a proposal to Polygon governance for a hard fork that would seize 70.49 million POL (about $6.8 million) from five addresses.
After the Democrats won both chambers of Congress, the market stopped moving the tech sector as one block. Microsoft and Alphabet closed with strong gains, while Nvidia, Tesla and Intel finished lower. The Nasdaq-100 itself added 1.14% and reached 28,500 points.
On the morning of November 4, the Japanese market moved lower across the entire technology sector. Reuters links the sell-off to fears that a Democratic victory in the US elections will lead to tighter regulation of artificial intelligence.
On November 2, US stocks rebounded sharply after recent sell-offs. There are two reasons: anticipation of a peace deal on Iran and public statements by the White House's chief economic adviser that there is no crisis in the artificial intelligence sector.
Oracle (an American software giant, one of the heavyweight stocks in the S&P 500 and Nasdaq 100) filed documents to offer new shares and bonds worth $20 billion - the money will go toward building AI infrastructure. The stock responded with a drop of about 5%.
On October 29, about $6.36 billion was withdrawn from Binance across ten blockchains. $2.85 billion (44%) was frozen or seized, the remaining $3.24 billion sits in more than 950 attacker wallets, and part of it has already passed through mixers (services that mix coins to break the trail).
S&P Global Ratings affirmed Meta's AA- credit rating but changed its outlook from "stable" to "negative". The reason is spending on artificial intelligence infrastructure: for the quarter, it exceeded the money the company earned from operations.
The South Korean KOSPI index gained 6.6% on Wednesday, October 28, following a report from memory chip maker SK Hynix: operating profit grew sevenfold, and the company announced it would return another $45 billion to shareholders.
AMD shares closed Tuesday, October 27 at $560.26 (+$28.98, +5.45%) - the best session in the entire current rally of the semiconductor sector. The reason is specific: the company announced that its Helios systems are installed and being tested at Meta, and it will invest $1 billion in Meta's share offering.
On Monday, October 26, the US stock market staged a powerful rebound after the sharp sell-off of the previous week. Two stories at once served as the trigger: Anthropic's stock market debut and the talks in Tehran.
US trading on October 22 opened with a decline, and by 17:27 Moscow time the Nasdaq 100 index had fallen by about 2%. The day before, the same index closed almost unchanged, and after the market close it was up about 1% on futures - the reversal was sharp.
SpaceX reported third-quarter 2026 results after market close on October 20: revenue of $14.58B versus the $12.74-13.0B consensus and net income of $4.40B versus a $1.05B loss a year earlier.
SkyAI (formerly Sharps Technology) has completely exited its Solana reserves - more than 2 million SOL - and instead of buying coins, is launching a buyback of shares and warrants worth up to $201.3 million
On Tuesday and Wednesday after the US market close, quarterly reports from Tesla, Meta, Netflix and SpaceX are released. Nasdaq values just the first three at a combined $3.6 trillion - the reaction in their shares drags the entire tech sector along with it.
The KBW Bank Index (a stock market indicator made up of shares of the largest US banks - it is used to judge whether investors believe in the financial sector) has been declining for the sixth week in a row and has lost 11% in a month and a half. There has not been such a long streak since the 2008 crisis.
On October 16, the U.S. Treasury publicly stated that Japan is no longer living in deflation, which means the yen exchange rate must reflect this. This is a repeated call for Tokyo to strengthen the JPY against the USD.
Iran announced a strike on a third supertanker in the Strait of Hormuz in two days. Only one incident has been independently confirmed, but Brent crude rose to $106.80 amid new risks per
