Live updates: promos, term changes, new challenges, payouts.
Microsoft abandons its agreement with Oracle to lease computing capacity for artificial intelligence. This concerns two of the top ten US companies by market capitalization, and both are part of the S&P 500 and Nasdaq 100.
On November 6, the selloff in tech and semiconductor stocks spread from Wall Street to Tokyo, Seoul and Shenzhen. Asian markets lost more than $1 trillion in value, and in South Korea trading had to be halted by the exchange's automation.
On Thursday, November 5, the Japanese yen became the strongest currency of the day: money fled from US tech stocks into it, and the Bank of Japan's minutes added to expectations of a December rate hike.
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.
Google announced an investment of $17B in its first data center in the state of Wyoming. The report came out on November 5 at 20:04 MSK.
On November 5 it became known that Apple is preparing a corporate bond offering and will direct the raised funds toward capital expenditures in artificial intelligence. The size of the deal has not yet been disclosed.
Google signed agreements to provide credit support for the TeraWulf project - an American company that used to mine Bitcoin and now builds data centers. Under a 20-year contract with Anthropic worth about $19 billion, it will become easier for it to borrow money from banks.
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.
Tesla shares closed on Wednesday, November 4, at $385.19, losing $13.31 on the day, while the Dow Jones index gained 3.00% - its strongest session in 19 months. The market is pricing in political risk after the Democrats' victory in Congress.
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.
One of the largest public miners in the US parted with 20,264 BTC over the nine months of 2026 and raised about $1.5 billion. The money did not go into reserves but into data center construction.
According to vote counts in the US midterm elections, Democrats are taking both chambers of Congress. Index futures fell overnight, then reversed by the morning of November 4: Nasdaq +2.2%, S&P 500 +1.8%.
The euro gained more than 0.6% against the dollar on Wednesday and approached four-week highs. Two reasons came together at once: price growth in the eurozone accelerated to a three-year peak, and the Democrats won the US midterm congressional elections.
Oracle (one of the largest US cloud providers, ticker ORCL) has terminated a computing capacity lease contract with Chinese holding Tencent (TCEHY as American depositary receipts). The reason is pressure from the Trump administration. The report came out on the morning of November 4, 10:16 Moscow time.
In the midterm elections on November 3, Democrats won a majority in the Senate - 54 seats according to Associated Press counts, with 51 needed for control. Republicans, who entered the elections holding both chambers of Congress, are losing the Senate and risk losing the House of Representatives.
AMD (the second-largest maker of processors and accelerators for artificial intelligence after Nvidia) reported better-than-expected third-quarter results and ended the additional session on November 3 at $508.20, up 5% from the main close. Data center revenue nearly doubled and for the first time accounted for 64% of all sales versus 47% a year earlier.
According to the Associated Press, Democrats and the independents aligned with them won 51 seats in the US Senate, as well as a majority in the House of Representatives. Republicans are losing control of Congress, and Trump's crypto agenda is left without an automatic majority of votes.
Investors reduced their checks in the largest private round in history: instead of $30B, OpenAI expects to raise $20B, and the company's target valuation was lowered from $1.4T to $1.25T. Caution about artificial intelligence has moved from the exchange to the private market.
Third-quarter results are due after the US session close, with the management call at 01:00 MSK. The stock headed into the report already battered: on Monday it closed at $466.84, down 7.52% and near the day's low.
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.
Revenue for the September quarter was $114.5 billion (+12% year over year), earnings of $2.10 per share, both figures above consensus. After the close, the stock fell about 1%, to $335.
Money flowed out of the tech sector after Oracle filed documents to raise $20 billion for artificial intelligence projects. Nasdaq 100 erased its intraday gain and turned negative, hitting -10% from its October peak, while the old industrial Dow Jones closed in the green.
On November 2, reports emerged that Meta (the company is recognized as extremist in the Russian Federation, and its activities are banned) is again preparing a bond offering to finance capital expenditures on artificial intelligence. The parameters of the issue - amount, term, yield - have not yet been disclosed.
