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In a report dated November 10, the Japanese holding company SoftBank (one of the world's largest technology investors) disclosed that back in August it had pledged 87 million Intel shares - about 1.6% of all outstanding shares of the chipmaker. It has already received $7.4 billion against the collateral.
Kevin Cramer, a Republican senator on the U.S. Senate Banking Committee, publicly called for Jensen Huang to step down as head of Nvidia for the first time. According to The Telegraph, his departure could cost the company up to $1 trillion in market value. The trigger was an investigation into Huang's contacts with a woman suspected of working for Chinese intelligence.
By 21:48 Moscow time on November 5, according to CoinGlass, leveraged positions worth more than $1 billion were forcibly closed over 24 hours, and these were mostly bets on growth. There has not been a larger wave since October 28-29, when BTC fell from almost $82,000 to $76,000.
A day after Donald Trump congratulated the market on a record, Wall Street gave back all the gains: on November 5, the S&P 500 fell 3.8%, the Nasdaq Composite - almost 5%. The sell-off was driven by artificial intelligence-related stocks.
Nvidia (the world's largest manufacturer of artificial intelligence chips) has recommended that cloud business clients sell at least 51% of services to non-Chinese companies. Financial Times reported this on the morning of November 3.
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%.
Friday's session was the worst for the Nasdaq since the start of June: the index lost 2.86%, the S&P 500 - 1.82%. This week the market goes through US elections, earnings reports from major technology companies and employment data all at once.
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.
Today the Fed announces its rate decision at 21:00 MSK, and after the US session closes Microsoft and Alphabet report - the first two of the companies whose AI infrastructure spending drives Nvidia's revenue. Heading into the event, the Nasdaq Composite stood at 26,477.81 points.
Microsoft publishes first-quarter fiscal 2027 results on Wednesday, October 28, after the US market close - the same evening as the Fed decision and Alphabet's report. For Nasdaq, this is a concentrated test of whether AI infrastructure investments are paying off.
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.
On Friday, October 16, the US stock market closed lower: Nasdaq lost 2.3%, S&P 500 - 1.2%. For the week, the Nasdaq 100 posted its steepest decline since April 2025.
The US stock market fell sharply after higher inflation in the US. The Nasdaq Composite lost 1.9%, the S&P 500 - 1.1%, and the sell-off in AI- and chip-related stocks then spread to Asia, where the KOSPI plunged 8%.
On October 8, the Nasdaq 100 lost more than 300 points in about 30 minutes after reports that OpenAI's annual revenue run rate was closer to $50 billion rather than the previously discussed $70 billion. High bond yields and oil above $100 added to the pressure.
