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BINANCE SAYS THE VERIFIED TOTAL FROZEN STANDS AT $2.54 BLN AND IT MAY FREEZE MORE AS IT WORKS WITH LAW ENFORCEMENT, ADDING THAT BINANCE ALPHA TRADING HAS BEEN TEMPORARILY SUSPENDED AND WILL RESUME ONCE THE SECURITY ISSUE IS RESOLVED

Japan Jobless Rate Sep: 2.4% (est 2.5%; prev 2.5%) - Job-To-Applicant Ratio: 1.19 (est 1.18; prev 1.18)

Tokyo CPI (Y/Y) Oct: 2.8% (est 2.7%; prev 2.7%) - Tokyo CPI Ex Fresh Food (Y/Y): 2.6% (est 2.6%; prev 2.7%) - Tokyo CPI Ex Fresh Food, Energy (Y/Y): 2.6% (est 2.7%; prev 3.0%; prevR 2.9%)

【最新内容：unusual_whales @unusual_whales · 2026-10-29T23:31:00.000Z】 "California is something special. I want to fight for California," Luckey said, per Forbes. Read more: [链接预览] Palmer Luckey Says He Will Stay and Fight California Wealth Tax, per Forbes 【回复上下文：unusual_whales @unusual_whales · 2026-10-28T10:17:00.000Z】 While some billionaires are fleeing California ahead of the wealth tax, Anduril co-founder Palmer Luckey said he was staying in order to fight for the state. “California is something special. I want to fight for California," he said, per Forbes

Tokyo October CPI 2.8% (2.7% expected)

Tokyo area October overall CPI rises 2.8% year on year: govt

Tokyo area October CPI excluding fresh food and energy prices rises 2.6% year on year: govt

Tokyo area October core CPI rises 2.6% year/year, govt: poll +2.6%

Japan Sept seasonally adjusted unemployment rate 2.4%: government (Poll: 2.5%)

Japan Sept jobs-applicants ratio climbs to 1.19 from 1.18 in August - govt (Poll: 1.18)

🔴 JAPANESE UNEMPLOYMENT RATE ACTUAL 2.4% (FORECAST 2.5%, PREVIOUS 2.5%) $MACRO

🔴 TOKYO CORE CPI YOY ACTUAL 2.6% (FORECAST 2.6%, PREVIOUS 2.7%) $MACRO

🔴 TOKYO CPI OVERALL ACTUAL 2.8% (FORECAST 2.7%, PREVIOUS 2.7%) $MACRO

🔴 JAPANESE JOBS/APPLICANTS RATIO ACTUAL 1.19 (FORECAST 1.18, PREVIOUS 1.18) $MACRO

BREAKING: Binance is investigating suspicious crypto outflows totaling $5.57 billion across three blockchains. The suspicious transfers involved Binance-linked hot wallets, which exchanges use to process withdrawals and other transactions. Circle froze approximately $823 million in USDC, while Tether reported additional freezes as investigators tracked the movement of funds.

Texas Children's Hospital Opens Nation's First Detransition Clinic Following Paxton Settlement

[转推] zerohedge reposted We are aware of differing figures circulating publicly regarding the amount frozen, including references to $1.8 billion. For clarity, the current verified total frozen is $2.54 billion. This figure may continue to increase as our teams work closely with law enforcement, issuers, blockchain intelligence firms and industry partners to trace and freeze additional assets. We will only share confirmed figures and will provide further updates as more verified information becomes available.

Binance pauses withdrawals after suspected $3B+ hack as Tether, Circle freeze $2.4B

WEAK DIESEL MARKETS ADDED PRESSURE AS CHINA ISSUED NEW FUEL-EXPORT QUOTAS AND EUROPE PLANNED TO RELEASE 42 MILLION BARRELS FROM STRATEGIC RESERVES OVER THREE MONTHS. HOWEVER, RUSSIA’S REPORTED EXTENSION OF ITS DIESEL EXPORT BAN THROUGH YEAR-END COULD LIMIT SUPPLY RELIEF, KEEPING MIDDLE EAST DEVELOPMENTS AND FUEL FLOWS IN FOCUS.

OIL PRICES FELL AS RENEWED US-IRAN DIPLOMATIC CONTACTS EASED FEARS OF FURTHER MILITARY ESCALATION. BRENT DECEMBER FUTURES DROPPED 0.4% TO $114.88, WHILE WTI DECLINED 0.8% TO $102 A BARREL. TEHRAN SIGNALLED OPENNESS TO DIPLOMACY, THOUGH UNCERTAINTY REMAINS OVER POTENTIAL US AND ISRAELI MILITARY ACTION AFTER THE NOVEMBER 3 US MIDTERM ELECTIONS.

There are currently 30 ETFs with more than $100 Billion of Assets Under Management Source @TheETFTracker

Nvidia in talks to guarantee Nscale debt tied to $45 billion Anthropic compute deal

AUSTRALIA’S S&P/ASX 200 INDEX IS UP 0.4% AT 8,928.10 IN EARLY TRADE

Why Intel's stock is sinking toward its worst drop in two years. By Britney Nguyen Intel's PC business is under pressure as memory-chip prices dent demand and as corporate IT teams have less budget for laptops Intel could shed $100 billion in market cap if current declines hold. Intel's stock is pacing toward a double-digit drop as a PC slowdown spooks investors. The company blamed a weak personal-computer market for a revenue forecast that came up well shy of what analysts were expecting Thursday. Intel's (INTC) outlook for the December quarter calls for between $15 billion and $16 billion of revenue, below the $17.1 billion FactSet consensus view. PC revenue also surprisingly declined in the September quarter, helping send shares down more than 20% in extended trading Thursday following Intel's earnings release. Intel is on pace to shed more than $100 billion in market capitalization, according to Dow Jones Market Data. That would be its largest one-day loss of market cap on record. Within the PC market, demand has slowed as memory-chip prices have risen dramatically. Companies are also facing more limited information-technology budgets, a further factor weighing on PC demand, Intel CFO David Zinsner said on the company's earnings call. The pressure on the PC market isn't exactly a shock given that surging memory prices have been a nagging issue all year, and this was broadly expected to slow demand for laptops. But the negative impact "came a little sooner and deeper than we thought," John Pitzer, Intel's corporate vice president of investor relations, told MarketWatch. Intel's outlook was also weighed down by an explosion at one of its chip-making facilities in Israel earlier this month. Pitzer said that led to a reduction of $300 million within its fourth-quarter forecast. David Wagner, a portfolio manager at Aptus Capital Advisors, said in emailed comments that Intel's earnings report showed that while it's "losing on one front" with PC chips, it's also having trouble capitalizing on strong demand for server chips given some component shortages. Though Intel is making progress in its chip-manufacturing business, which has been a key area of interest for investors, Thursday's report showcased "the challenges the company faces in pushing its recent turnaround into a sustained recovery," eMarketer senior analyst Asa Hiken said in comments shared with MarketWatch. Demand for Intel's central processing units for data-center servers has surged this year as agentic artificial intelligence has taken off. That has been a boon for the company, which less than a year ago faced questions over its place in the AI world that at the time was mostly focused on graphics processing units like those made by Nvidia (NVDA). But server CPU demand isn't enough on its own to support Intel through near-term challenges, Hiken said, namely the ongoing weakness in the PC market. The sustainability of Intel's growth will come down largely to its foundry business, Hiken said. Intel's advanced chip-packaging technology is gaining attention from customers and is viewed by Wall Street as one of the more promising aspects of its chip-manufacturing business. However, the costs for building chips are massive, Hiken noted, and Intel still needs to secure meaningful commitments from customers who want to use its foundry. Until then, investors will continue to question the viability of this business and the steep investments being poured into it, he added. -Britney Nguyen This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

MPWR: Q3 revenue topped $1.2B as diversified demand accelerated and capacity expanded. Q3 revenue reached $1.2B, up 63% YoY, as demand broadened across end markets. Capacity plans, enterprise data growth and new design wins underpin confidence into 2027, while cost pressures and GaN reliability remain considerations. Based on Monolithic Power Systems, Inc. [MPWR] Q3 2026 Audio Transcript — Oct. 29 2026

NVIDIA $NVDA IS IN TALKS TO BACK BILLIONS OF DOLLARS OF DEBT FOR AI CLOUD STARTUP NSCALE The credit guarantees would help Nscale build a 460-megawatt data center that Anthropic plans to use, per The Information. The deal isn't signed yet, and terms could change.

Morgan Stanley’s Wilson sees one final sell-off before US stock correction ends

U.S. ENVOY TOM BARRACK ALSO REJECTED THE “GREATER ISRAEL” NARRATIVE AND URGED REGIONAL POWERS TO TAKE GREATER RESPONSIBILITY

U.S. ENVOY TOM BARRACK SAYS WASHINGTON IS “VERY CLOSE” TO AN AGREEMENT AIMED AT REDUCING TENSIONS WITH IRAN, CITING MEDIATION BY QATAR, PAKISTAN, SAUDI ARABIA AND TURKEY

SOUTH KOREA SEPTEMBER RETAIL SALES ROSE 3.6% MOM AND SERVICE SECTOR OUTPUT ROSE 0.5% MOM - STATS OFFICE

SOUTH KOREA SEPTEMBER INDUSTRIAL OUTPUT SURGED 9.0% MOM, FAR OUTPACING THE POLL OF 3.4%, AND ROSE 1.2% YOY, BEATING THE 1.0% POLL

S. Korea Sept industrial output surge 9.0% m/m, outpacing poll of 3.4%: stats office

S.Korea Sept service sector output rises 0.5% month-on-month: stats office

South Korea September retail sales rise 3.6% month-on-month: stats office

S.Korea Sept industrial output rises 1.2% yr/yr, beats 1.0% poll: Sats office

Binance Investigates Possible Hack After Billions Transferred Out; Tether And Circle Freeze Stablecoins

【最新内容：unusual_whales @unusual_whales · 2026-10-29T22:58:00.000Z】 The US has warned several Gulf Arab states to prepare for a possible short, intense military campaign against Iran after the midterm elections, per the Wall Street Journal. Read more: [链接预览] US Warns Gulf States to Prepare for Iran Campaign After Midterms, per WSJ 【回复上下文：unusual_whales @unusual_whales · 2026-10-28T05:02:19.000Z】 BREAKING: The US has warned several Gulf Arab states to prepare for a possible short, intense military campaign against Iran after the midterm elections, per the WSJ. A Patriot missile defense system is being moved to Israel. US forces are restocking munitions

BINANCE CO-FOUNDER CHANGPENG ZHAO SAYS THE EXCHANGE APPEARS TO HAVE BEEN HACKED, WITH TETHER AND CIRCLE FREEZING APPROXIMATELY $1.8 BLN

【最新内容：First Squawk @FirstSquawk · 2026-10-29T22:55:25.000Z】 THE DEAL HAS HELPED SPACEX’S AI DIVISION TURN PROFITABLE, BUT CONTRACT EXIT CLAUSES ALLOW ANTHROPIC TO WITHDRAW WITH 90 DAYS’ NOTICE AFTER SPECIFIED DATES IN EARLY 2027. THE CONCENTRATION RAISES QUESTIONS ABOUT SPACEX’S RELIANCE ON A SINGLE CUSTOMER AS IT EXPANDS ITS AI DATA-CENTER BUSINESS. 【回复上下文：First Squawk @FirstSquawk · 2026-10-29T22:55:25.000Z】 ANTHROPIC HAS BECOME SPACEX’S LARGEST CUSTOMER, ACCOUNTING FOR 34.5% OF THIRD-QUARTER REVENUE, SURPASSING THE US FEDERAL GOVERNMENT. THE AI COMPANY HAS AGREED TO SPEND UP TO $120.5 BILLION ON SPACEX COMPUTING CAPACITY THROUGH 2029, WITH PAYMENTS EXPECTED TO REACH ABOUT $3.1 BILLION MONTHLY FROM DECEMBER 2026.

Nvidia in talks to give credit support for Nscale's deal with Anthropic, Information reports. Nvidia NVDA is in talks to provide cloud provider Nscale with billions of dollars in credit guarantees for debt to develop a data center that Anthropic plans to use, the Information reported on Thursday, citing people with knowledge of the talks. Reuters could not immediately verify the report.

RBA set for back-to-back hike after hot CPI, says Natixis’ Garcia Herrero

AXTI: AI-driven indium phosphide demand outpaced capacity as revenue and margins surged. Q3 revenue rose 162% YoY to $73.4M, with 56.1% non-GAAP gross margin and backlog above $500M. AI-driven indium phosphide demand continues to exceed supply; Q4 earnings guidance is $0.57-$0.59 non-GAAP per share. Based on AXT Inc [AXTI] Q3 2026 Audio Transcript — Oct. 29 2026

Nvidia In Talks To Provide Credit Support For Nscale’s $45B Anthropic Deal – TIF [链接预览] Nvidia in Talks to Provide Billions in Credit Support For a Cloud Provider’s $45 Billion Anthropic...

INTC: Server-led growth beat expectations, but supply constraints and a PC slump temper the outlook. Q3 beat guidance on revenue, margin, and EPS as DCAI growth offset a PC slowdown. Server demand remains strong but supply-constrained; memory shortages, an Israel factory disruption, and major investment weigh on the near-term outlook. Based on Intel Corporation [INTC] Q3 2026 Audio Transcript — Oct. 29 2026

NVIDIA IN TALKS TO PROVIDE BILLIONS IN CREDIT SUPPORT FOR A CLOUD PROVIDER’S $45 BILLION ANTHROPIC DEAL - THE INFORMATION

NVIDIA IS IN TALKS TO PROVIDE NSCALE WITH BILLIONS IN CREDIT GUARANTEES FOR DEBT TO DEVELOP A 460-MEGAWATT DATA CENTER - THE INFORMATION

Nvidia in talks to offer Nscale billions in credit guarantees for debt to build 460-megawatt data center - The Information

Nvidia In Talks To Provide Billions In Credit Support For A Cloud Provider’S $45 Billion Anthropic Deal - The Information. NVIDIA IN TALKS TO PROVIDE BILLIONS IN CREDIT SUPPORT FOR A CLOUD PROVIDER’S $45 BILLION ANTHROPIC DEAL - THE INFORMATION NVIDIA IS IN TALKS TO PROVIDE NSCALE WITH BILLIONS IN CREDIT GUARANTEES FOR DEBT TO DEVELOP A 460-MEGAWATT DATA CENTER - THE INFORMATION

Nvidia in talks to offer billions in credit backing for cloud provider’s $45 billion Anthropic deal - The Information

ING lifts AUD/USD target to 0.71 as it backs a 25bp RBA hike next week