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Seoul Says It Will Respond Decisively to North Korea Crossing the Military Demarcation Line

South Korea's national security adviser: South Korea to strongly react to North Korea crossing military demarcation line

South Korea's national security adviser: US defense secretary Hegseth reconfirms Washington's readiness on opcon transfer

South Korea's national security adviser: Seoul to maintain support for Ukraine as part of global community

【最新内容：unusual_whales @unusual_whales · 2026-10-30T02:31:00.000Z】 37% of global fund managers are now overweight technology stocks, up from 30% in September, per Bank of America's latest survey. Read more: [链接预览] 37% of Fund Managers Now Overweight Tech, Highest Since August 2020, per BofA 【回复上下文：unusual_whales @unusual_whales · 2026-10-28T11:38:00.000Z】 Fund managers are piling back into tech. 37% of global fund managers are now overweight technology stocks, up from 30% in September, per Bank of America’s latest survey. That’s the highest since August 2020.

Bitcoin, Cryptocurrency Prices Fall After Binance Reports Security Issue – RTRS [链接预览] Bitcoin, cryptocurrency prices fall after Binance reports security issue

Japan’s Marubeni Eyes Gains From Growing Supply Constraints Linked to AI Demand

Binance Says Estimated Total Impact From Potential Security Breach Stands at About $6.3 Billion

[转推] zerohedge reposted Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer’s laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private key leak. We will share a detailed technical post-mortem once the investigation is complete and the facts are fully verified. The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3 billion frozen on-chain so far. Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete. As an immediate precaution, Binance has: - temporarily suspended deposits and withdrawals while security checks are completed; - revoked the affected address authorisation; - engaged law enforcement and blockchain intelligence partners to trace and recover funds. Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice. Please rely only on official Binance channels for updates. Please feel free to contact Binance Customer Support if you have any further questions. https://binance.com/en/support/announcement/detail/c5a8729a97ac486d963784d96c5642d7…

【最新内容：Evan @StockMKTNewz · 2026-10-30T02:23:04.000Z】 This is how every stock in the S&P 500 performed today 【引用内容：WOLF @WOLF_Financial · 2026-10-29T20:26:07.000Z】 HERE'S WHAT THE 🇺🇸 STOCK MARKET LOOKED LIKE TODAY Up • Carvana $CVNA +15.7% • Chipotle $CMG +8.9% • Eli Lilly $LLY +6.6% • KLA $KLAC +6.4% • Howmet $HWM +5.5% • CRH $CRH +4.7% • Quanta Services $PWR +4.7% • General Dynamics $GD +4.7% Down • ServiceNow $NOW -27.0% •

Ted Cruz Got Something Right On The Iran War

Tokyo Shopping Complex Targeted Again as ¥46 Million Watch Is Stolen

Crude Rebounds as Doubts Grow Over Prospects for a Peace Deal - WSJ

Tighter Monetary Policy Outlook Weighs on Gold Prices - WSJ

Positive gamma levels tend to act like a ceiling where market makers sell into strength as they hedge. Nicholas had $SPX 7680 marked all morning and was waiting for price to get there so he could short it. Slippage and all, this is the result. Follow @WhaleWatch_UW on X Catch WhaleWatch live every Monday and Wednesday at 9:20am ET: https://youtube.com/@UnusualWhales/streams… WhaleWatch is sponsored by tastytrade every Monday! Use referral code UNUSUALWHALES when opening a tastytrade account at http://tastytrade.com/whales/ ! tastytrade, Inc. (“tastytrade”) has entered into a Marketing Agreement with Unusual Whales, Inc. (“Marketing Agent”) whereby tastytrade pays compensation to Marketing Agent to recommend tastytrade's brokerage services. The existence of this Marketing Agreement should not be deemed as an endorsement or recommendation of Marketing Agent by tastytrade and/or any of its affiliated companies. Neither tastytrade nor any of its affiliated companies is responsible for the privacy practices of Marketing Agent. tastytrade does not warrant the accuracy or content of the products or services offered by Marketing Agent. Marketing Agent is independent and is not an affiliate of tastytrade.

Indonesian Rupiah Gains Ground, Reaching 18,100 Against the Dollar

Microsoft expects to raise $25 billion in US bond sale, says report. Microsoft is planning to raise about $25 billion through its first US investment-grade bond sale in more than nine years, two sources familiar with the matter told Reuters on Thursday. The bond sale would make Microsoft the latest tech giant to tap into debt markets to fuel its AI ambitions and had gathered more than $100 billion of orders, or over four times the size of the offering, one of the people said, requesting anonymity as the matter was confidential. Bloomberg News first reported the development. The world's largest tech firms have turned to selling bonds and raising equity over the past year to pay for their AI spending spree, a shift in approach for the Silicon Valley giants that have typically relied on their large coffers to fund investments. Microsoft is selling the debt in as many as 10 tranches, with maturities ranging from 2 to 40 years, Bloomberg reported, adding that no final decision had been made on the offering's size and that it may change according to demand. Wells Fargo, JPMorgan Chase and UBS Group AG are managing the bond offering, according to the report. UBS, Wells Fargo and JPMorgan declined Reuters' requests for comment. Microsoft pointed Reuters to a regulatory filing that confirms the bond sale without disclosing the size of the sale. The report comes just a day after Microsoft CFO Amy Hood told investors on an earnings call that the company would pursue additional sources of funding "when we believe it is attractive to do so", citing the need to preserve its cash flows and financial flexibility. Microsoft shares fell 0.7% in afternoon trading. The company issued an upbeat current-quarter cloud sales outlook after hours on Wednesday. The company expects to keep generating positive free cash flow in its current fiscal year that runs through June 2027 — making it a standout among Big Tech and hyperscaler peers, which have all started burning through cash to fund their data-center buildout. Investors punished rival Alphabet on Wednesday as it burned $9.07 billion in the third quarter, after selling off Meta last week following the Facebook parent's first cash burn in more than a decade.

There is a 77% chance the Fed will increase interest rates in December, per Polymarket⁠.com. Last meeting, the Fed did not increase interest rates, but inflation continues to climb.

(Some good news!) Treasuries rally as AI selloff drives flight to safety, 10-year yield at one-month low [链接预览] (Some good news!) Treasuries rally as AI selloff drives flight to safety, 10-year yield at one-mo...

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BINANCE'S HACK MAY BE THE BIGGEST CYBER HEIST IN HISTORY Chainalysis estimates $5.9B was stolen from the crypto exchange, and TRM Labs estimates more than $6B, per WSJ. Neither figure is confirmed by Binance. The previous record was $1.5B, stolen from crypto exchange Bybit in 2025 by North Korea-linked hackers. Binance has suspended all deposits and withdrawals. Tether and Circle have frozen about $3B of the stolen assets, according to Binance, which says user funds are safe.

Taiwan’s Taiex Slides 3.5% to 44,726.26, Its Lowest Level Since August 25

"Uncharted Territory": Arctic Vortex Could Break Earliest On Record

Indian AI Firm Seeks $3 Billion Financing for Nvidia Chips Order - Bloomberg News. -- Source link: https://tinyurl.com/3eynzr7y -- Note: Reuters has not verified this story and does not vouch for its accuracy

Nikkei Average Slides 3% In Tokyo Trading

Apple’s iPhone maker confident of meeting surge in Duo demand - Bloomberg News. -- Source link: https://tinyurl.com/48732ndf -- Note: Reuters has not verified this story and does not vouch for its accuracy

Amazon and Intel results deepen worries over AI boom costs as tech, chip stocks slide

Onshore Yuan Hits Nearly Four-Year High Of 6.66 Against The US Dollar

China's onshore yuan strengthens to 6.66 per dollar in early trade, highest since June 6, 2022

Asian Stocks Fall as Alphabet's Slide Weighs on Tech. By Megan Cheah Asian stocks declined Friday, tracking losses on Wall Street, as a revenue shortfall from Google parent Alphabet drove investors to trim their technology holdings. The company, a major hyperscaler in the artificial-intelligence boom, lost half a trillion in market value on Thursday after Google's search revenue growth in the third quarter waned due to the less-lucrative nature of AI searches. "Enthusiasm for artificial intelligence can sustain high expectations, but results must demonstrate progress in profitability and cash generation," said Antonio Di Giacomo, senior market analyst at XS.com. "In this environment, the market can punish even substantial revenue growth when earnings disappoint, or investment requirements continue to rise." Alphabet's plunged weighed on U.S. technology stocks, and the selloff appears likely to continue, with stock futures tied to the tech-heavy Nasdaq declining 2.4% in Asia. These losses also spilled over into Asia. South Korea's Kospi slid 5.2%, with index heavyweight chip makers Samsung Electronics and SK Hynix dropping 5.5% and 9.0%, respectively. The former extended Thursday's declines after posting third-quarter results, while the latter appears to be on track to snap a five-session winning streak. The Korea Exchange briefly suspended trading of Kospi stocks after futures tied to the index fell more than 5%. Shares of Japan's Softbank Group Corp., a prominent AI investor, slid 7.1%. Japan's Nikkei Stock Average fell 2.75%, Taiwan's Taiex shed 3.0% and China's Shanghai Composite Index dropped 1.25%. Hong Kong's Hang Seng Index was an outlier, rising 0.7%, while the city's tech gauge added 0.4%. Oil rose as traders weighed fresh efforts to revive peace negotiations between the U.S. and Iran against persistent Middle East supply risks and the potential for a renewed escalation in the conflict. "The physical constraints keeping the oil market tight are unlikely to dissipate before year-end," said ANZ Research strategists. Buffers that absorbed the initial shock of disrupted supply from the conflict have been drawn down, tanker availability has tightened and alternative export routes have been stretched, they said. Exports from the Persian Gulf also appear to be weakening, while the effective surplus capacity of oil cartel OPEC was estimated to be zero under current logistical constraints, they added. ANZ Research raised its year-end Brent forecast to $105 a barrel from $95 a barrel, but said the revision doesn't assume another escalation in Middle East hostilities. Front-month West Texas Intermediate crude-oil futures rose 1.0% to $103.04 a barrel, while front-month Brent gained 1.0% to $116.00 a barrel. Gold declined, with the spot price last down 0.4% at $4,004.89 a troy ounce. Expectations of tighter monetary policy across major economies are supporting bond yields and pressuring the precious metal, said Infinox's Thadeu Dos Santos in a note. A higher interest-rate environment typically weighs on nonyielding assets such as gold. Write to Megan Cheah at megan.cheah@wsj.com

Brent And WTI Gain $2/Bbl On Rising Geopolitical Risks Between US And Iran

Sterling Gains On Hawkish Bank Of England Outlook And Broad US Dollar Weakness - FX

5-Year JGB Yield Retreats To 2.220%, Down 5 BPS on the Day

【最新内容：unusual_whales @unusual_whales · 2026-10-30T01:31:00.000Z】 Benchmark hot-rolled coil has jumped 52% over the past year to $1,255 a ton, a level last seen in May 2022, per Bloomberg. Read more: [链接预览] Hot-Rolled Coil Jumps 52% to $1,255 a Ton, Highest Since May 2022, per Bloomberg 【回复上下文：unusual_whales @unusual_whales · 2026-10-28T12:37:00.000Z】 U.S. steel prices just hit their highest level in more than four years, per Bloomberg. Benchmark hot-rolled coil has jumped 52% over the past year to $1,255 a ton, a level last seen in May 2022. The reason: Trump’s tariffs are squeezing foreign supply. Steel imports fell 14% in the first nine months of 2026.

Treasuries Extend Rally With Global Peers On Tech Stock Selloff - BBG [链接预览] Treasuries Extend Rally With Global Peers on Tech Stock Selloff

Kathleen Kennedy Named Head Of Ceremonies For 2028 Olympics

Coinbase Chief Highlights Blocking Of Transfers To Compromised Wallets Amid Binance Incident

China’s Central Bank Adds 1 Trillion Yuan Of Liquidity Through Overnight Reverse Repos

China cbank injects 1 trillion yuan via overnight reverse repos: statement

China https://c.bank injects 15 bln yuan through 7-day reverse repos at 1.40% vs prior 1.40%: statement

Google's $GOOGL market cap closed today down by $480 Billion in market cap

PBOC Sets Yuan Reference Rate At Highest Level Since February 2, 2023

China fixes yuan mid-point at strongest level since Feb. 2, 2023

China Fixes Yuan Midpoint At 6.7138 Per Dollar

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