新闻信息流

Nvidia in talks to give credit support for Nscale's deal with Anthropic, The Information reports. Nvidia NVDA is in talks to offer AI cloud provider Nscale billions of dollars in credit guarantees to support debt funding for a data center earmarked for Anthropic, The Information reported on Thursday, citing people with knowledge of the talks. The credit support would help fund power infrastructure and construction of Nscale's AI data centre in West Virginia, which Anthropic plans to use, according to the report. Nvidia is an investor in the UK-based cloud provider The deal has not been signed and terms could still change, the report said Nvidia, Nscale and Anthropic did not immediately respond to Reuters requests for comment Claude maker Anthropic struck a deal in August to spend $45 billion to ​rent computing power from Nscale's West ‌Virginia data center campus Nscale is also in talks to sell about 460 megawatts of AI computing power to Anthropic in another deal that could also be worth about $45 billion The report comes as companies such as Coreweave CRWV and Firmus, which are both backed by Nvidia, have been hit by concerns about debt financing behind the AI build-out

Amazon burns cash, Intel flags weak PC demand as AI boom's costs ripple across markets. By Sinéad Carew and Aditya Soni Wall Street's worries about the cost of the AI boom escalated after the market close on Thursday, as results from Amazon AMZN and Intel INTC showed the infrastructure race is not only straining the tech industry but affecting consumers. Surging data-center spending, as highlighted in Amazon's massive cash burn, has turned once debt-light tech giants into major borrowers, while price hikes are squeezing global demand for devices like smartphones and PCs. Amazon forecast holiday-quarter sales below Wall Street expectations, a potential sign of growing pressure on consumers as inflation picks up, which also hit Intel's PC business, as a memory chip shortage has driven up its costs. The AI spending spree is also eating into Big Tech's once-enviable cash flows. Alphabet GOOG and Meta META both burned cash in the September quarter, while Microsoft MSFT , the only exception, joined their borrowing binge with a $25 billion debt sale on Thursday. The tech giants have deep pockets to sustain their spending, but investors have grown increasingly wary of smaller AI cloud firms borrowing heavily to deliver on enormous order backlogs. Amazon's 7% after-hours slide was accompanied by losses of 5.8% to 6.7% in AI cloud stocks CoreWeave CRWV , Nebius NBIS and Iren IREN . Alphabet, which closed regular trading down nearly 13%, fell another 1.5% after-hours. The semiconductor index SOX also sold off post-close after Intel blamed "near term headwinds across the PC industry." The index had already dropped 1.4% during the regular session due to Alphabet's messy earnings report. Shares of PC makers HP HPQ and Dell DELL sank 8% and 6.8%. "The revenues missed due to lower PC demand and forward guidance also disappointed. As Google learned today, earnings matter," said Kim Caughey Forrest, founder and chief investment officer at Bokeh Capital Partners LLC. Google parent Alphabet dropped 13% on Thursday. INTEL FACTORY SHUTDOWN Intel, whose shares were down 18%, also said a factory explosion in Israel caused a two-week shutdown and would cost it roughly $600 million in lost revenue over two quarters. "Overall semiconductor weakness after hours is primarily a function of Intel guide and negative sentiment spillover," said Michael James, equity sales trader at Rosenblatt Securities. Some analysts said Intel's problems in the PC sector, an area of technology that does not garner the same scrutiny on Wall Street as the AI buildout, do not seem to necessarily mean big problems for other chipmakers that operate more prominently in AI. Nevertheless, investors in the less-active post-market trade chose to shoot first and ask questions later. AMD AMD dropped 4% and Broadcom AVGO fell 2%. Among the biggest losers in the volatile session was the Direxion Daily Semiconductor Bull ETF SOXL , which offers investors three times the daily performance of the SOX and was off 9%. The SOX has been one of 2026's standout performers, rising more than 60% as shortages of chips and equipment needed for the AI buildout drive up prices and profits at firms ranging from giant Nvidia NVDA and memory chip firm Micron MU to Marvell Technology MRVL . But the momentum of that trade has been tested over the past month by tightening financing terms. That has kept some expected IPOs on the sidelines and put some highly leveraged AI infrastructure firms under pressure. The SOX has declined 13% since hitting its recent high in October and is off 21% from its all-time high in June. "I think Intel was seen as this unicorn within the tech sector because it was seen as being weaker compared to Nvidia and AMD," said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. "It just had this miraculous rise, and you got a lot of retail money into it, and some of that money is easy come, easy go."

PBOC sets USD/ CNY reference rate for today at 6.7183 (vs. estimate at 6.6548)

Intel expects PC revenue to decline in the mid-20% range for its fourth quarter: CFO David Zinsner Intel also does not expect to have positive cash flow this year

Amazon, SanDisk, Reddit, Rivian and Intel: Why These 5 Stocks Are on Investors' Radars Today. Major U.S. indices closed lower on Thursday, with the Dow Jones Industrial Average falling 0.25% to 52,342.56, while the S&P 500 declined 0.30% to 7,720.39 and the Nasdaq dropped 1.38% to 26,184.72. These are the top stocks that gained the attention of retail traders and investors through the day. Amazon.com Inc. AMZN Amazon shares fell 4.25% to close at $243.79, trading between $241.24 and $249.14; the stock’s 52-week range is $196 to $287.16. In extended trading, the stock dropped 7.3% to $225.99. Amazon reported third-quarter revenue of $201.94 billion, up 12% year over year but below the $202.31 billion analyst estimate , while EPS of $1.89 missed expectations of $1.97, despite AWS revenue surging 39% to $46 billion. The company forecast fourth-quarter revenue of $240 billion-$247 billion and operating income of $28.5 billion-$33.5 billion, while trailing 12-month free cash flow turned negative at $42.4 billion amid sharply higher infrastructure spending. SanDisk Corp. SNDK SanDisk declined 5.32% to $1,330.05, reaching an intraday high of $1,385.80 and low of $1,321.99. Its 52-week high is $2,354.39, while its low is $183. The shares dropped 3.84% to $1,279 in the after-hours trading. SanDisk reported fiscal first-quarter 2027 revenue of $11.03 billion, up from $2.31 billion a year earlier and above the $10.64 billion analyst estimate, while EPS of $49.51 beat expectations of $46.22, driven by strong data center demand. The company forecast second-quarter revenue of $12.2 billion-$12.6 billion and adjusted EPS of $55-$57, both exceeding Wall Street estimates, and announced an eight-for-one stock split effective Nov. 19. Reddit Inc. RDDT Reddit shares dropped 3.72% to close at $129.60, after moving between $126.37 and $131.89. The stock’s 52-week range is $119.27 to $263.50. The shares crashed 18.21% to $106 in the after-hours session. Reddit reported third-quarter revenue of $895 million, up 53% year over year and above the $878.02 million analyst estimate, while EPS of $1.40 beat expectations of $1.36, supported by 54% growth in advertising revenue and a 12% increase in daily active users to 130.3 million. The company forecast fourth-quarter revenue of $1 billion-$1.03 billion, below Wall Street estimates of $1.046 billion, and adjusted EBITDA of $480 million-$510 million, sending shares down 16.8% in after-hours trading. Rivian Automotive Inc. RIVN Rivian fell 1.89% to finish at $11.45, trading as high as $11.87 and as low as $11.38. Its 52-week high stands at $22.69, while its low is $11.38. The shares popped 5.59% to $12.09 in extended trading. Rivian reported third-quarter revenue of $2.155 billion, up 38% year over year and above the $1.984 billion analyst estimate, while its adjusted loss of 48 cents per share was narrower than the expected 72-cent loss, supported by growth in automotive and software revenue . The company raised the lower end of its full-year delivery guidance to 67,000 vehicles from 65,000, improved its adjusted EBITDA loss outlook to $1.75 billion-$1.85 billion and lowered its capital expenditure forecast by $300 million. Intel Corp. INTC Intel shares lost 3.62% to close at $92.07, with an intraday high of $93.50 and low of $90.84. The stock’s 52-week range is $32.89 to $142.34. Shares fell 23.03% to $70.87 in after-hours trading. Intel reported third-quarter revenue of $16.51 billion, slightly above the $16.47 billion analyst estimate, while EPS of 52 cents beat expectations of 40 cents, supported by strong demand for its Xeon processors despite PC industry headwinds. The company forecast fourth-quarter revenue of $15 billion-$16 billion and adjusted EPS of 25 cents, both well below Wall Street estimates of $17.05 billion and 43 cents, respectively. Benzinga Edge rankings indicate Intel stock has a Momentum score in the 95th percentile.

Germany’s Chancellor Merz: Germany ready to collaborate with like-minded partners in Europe and globally to protect and advance the rules-based global economic order

German Chancellor Merz Pledges Cooperation With Like-Minded Nations To Defend Global Trade Rules

German Chancellor Merz Says Berlin Aims To Expand Cooperation Beyond Bilateral Deals

Germany's Chancellor Merz: we aim to provide opportunities beyond bilateral deals

20-Year Japanese Government Bond Yield Slides To 3.620%

Germany’s Merz Says EU Will Take Lead In Defending Free Trade And Reshaping Global Trade Terms

Germany’s Chancellor Merz: as free trade and rules-based order come under pressure, the EU will lead in shaping a stronger offer

Takaichi’s G7 Absence Raises Concerns Over Japan’s Diplomatic Position

Chainalysis estimates $5.9B stolen in suspected Binance hack, nearly 4 times Bybit

CDC Issues Emergency Response Over Dengue Surge In Florida

Taiwan Interbank Overnight Rate Begins Trading At 0.805%, Unchanged From Previous Open

Taiwanese Equities Fall Over 2% In Market Trading

10-Year Japanese Government Bond Yield Slides To 2.775%

【最新内容：unusual_whales @unusual_whales · 2026-10-30T00:58:00.000Z】 The Bank of Canada raised its policy rate by 25 basis points to 2.50%, its first increase since July 2023 after seven consecutive holds at 2.25%. Read more: [链接预览] Bank of Canada Raises Policy Rate 25bps to 2.50%, First Hike Since July 2023 【回复上下文：unusual_whales @unusual_whales · 2026-10-28T13:57:37.000Z】 Bank of Canada hikes interest rates.

US 10-Year Treasury Yield Falls 8.5 BPS, Extending Its Decline To A Seven-Week Low

Two-Year US Treasury Yield Extends Decline To 4.5648%, A Seven-Week Low

Fed Funds Futures Gain As December Rate Hike Odds Ease To 70%

Vietnam Reports Estimated Trade Gap Of $12.7 Billion For January-October

Total Verified Funds Frozen By Binance Stand At Around $3 Billion

【最新内容：Evan @StockMKTNewz · 2026-10-30T00:54:05.000Z】 Anthropic $ANT is going to go public with 4 separate share classes This is what that's going to look like: - Class F: 1 share held by the 7 co-founders, with 50.1% of the vote - Class A: public investors, employees, and others, with 1 vote per share, capped at 49.9% combined - Class T: 1 share held by the Long-Term Benefit Trust, which elects a majority of the board - Class N: strategic partners and Anthropic's public benefit fund, with no vote 【引用内容：Tradr ETFs @TradrETFs · 2026-10-29T20:45:00.000Z】 Anthropic will list as a "controlled company" under Nasdaq rules, qualifying for some governance exemptions. Its seven co-founders each hold about 240 million Class A shares and have pledged 80% of their equity to philanthropy. Employees get Class E shares with limited votes.

Vietnam Ministry Forecasts October Trade Surplus Of $6.8 Billion

【最新内容：zerohedge @zerohedge · 2026-10-30T00:51:36.000Z】 And most capex raises in 2026 went not to buy more stuff but the same amount of more expensive stuff. 10 DDR6 for the price of 1, coming soon 【引用内容：Negligible Capital @negligible_cap · 2026-10-29T20:05:02.000Z】 It's over isn't it 【引用内容：Kuppy @hkuppy · 2026-10-29T20:30:38.000Z】 Apparently $AMZN forgot to raise capex guidance. Who’s gonna buy all them chips if $GOOG and $META also forgot to raise guidance?? Maybe it’s finally over... 5 years from now we’ll play paintball in old data-centers, just like dead malls…🤣🤣

Binance halts deposits and withdrawals, pledges to cover all losses from suspected hack

Japanese Stocks Retreat, With Nikkei Down 2%

US SEC RUBIO TO MEET JAPAN AND SOUTH KOREA FOREIGN MINISTERS AT 4:40 PM FRIDAY

US Luxury Real Estate Mega-Project Struggles As Grand Development Plan Falters - WSJ

SK Hynix's Free Operating Cash Flow Likely to Grow Further in 4Q — Market Talk. SK Hynix's free operating cash flow is likely to grow further in 4Q after jumping 4.5-fold from a year earlier in 3Q, sufficiently covering its expected increase in capital expenditure, CreditSights' Nicholas Chen and Pius Xue say. The analysts expect the South Korean memory-chip maker's revenue to more than quadruple from a year earlier in the October-December quarter. The revenue increase will be driven by higher-than-expected shipments of DRAM and NAND products, the two main types of memory chips, as well as ramped-up production of value-added products such as higher-priced HBM4, they says. The company's EBITDA margin is expected to reach the low-to-mid 80% range in 4Q, they add. (kwanwoo.jun@wsj.com)

RFK Goes Off On Muslims And The Media Is Outraged

Ukraine reportedly pauses strikes on Russian refineries after US pressure

Australia Private Sector Credit (Y/Y): 8.4% (prev 8.4%)

Australia Private Sector Credit (M/M) Sept: 0.6% (est 0.5%; prev 0.6%)

Australia PPI (Y/Y): 3.6% (prev 3.6%)

Australia PPI (Q/Q) Q3: 1.1% (prev 1.3%)

Australia Private Sector Credit (M/M) Sept: 0.6% (est 0.5%; prev 0.6%) - Private Sector Credit (Y/Y): 8.4% (prev 8.4%)

Australia PPI (Q/Q) Q3: 1.1% (prev 1.3%) - PPI (Y/Y): 3.6% (prev 3.6%)

AUSTRALIA Q3 PRODUCER PRICE INDEX ROSE 1.1% QOQ, DOWN FROM 1.3%

【最新内容：unusual_whales @unusual_whales · 2026-10-30T00:31:00.000Z】 Just 49% of California students met state standards in English this year, and only 38% in math, per the New York Post. Read more: [链接预览] Just 49% of California Students Meet English Standards, 38% in Math, per NYP 【回复上下文：unusual_whales @unusual_whales · 2026-10-28T12:58:00.000Z】 Most California students still can’t read or do math at grade level, per NYP Just 49% met state standards in English this year, and only 38% in math. Among low-income students, nearly 3 in 4 didn’t meet the math standard.

AUSTRALIA SEPTEMBER PRIVATE-SECTOR CREDIT ROSE 0.6% MOM, ABOVE THE FORECAST OF 0.5%, WITH HOUSING CREDIT UP 0.4%

AUSTRALIAN HOUSING CREDIT ACTUAL 0.4% (FORECAST -, PREVIOUS 0.4%) $MACRO

Australia September housing credit rises 0.4% m/m, seasonally adjusted: central bank

Australia September private-sector credit rises 0.6% m/m, s/adj: central bank

AUSTRALIAN PRIVATE SECTOR CREDIT ACTUAL 0.6% (FORECAST 0.5%, PREVIOUS 0.6%) $MACRO

Australia @3 producer price index rises 1.1% quarter on quarter

AUSTRALIAN PPI QOQ ACTUAL 1.1% (FORECAST -, PREVIOUS 1.3%) $MACRO

SK HYNIX TO CONSTRUCT U.S. NAND MEMORY FACILITY TARGETING AI DATA CENTER NEEDS