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Compromised DevOps Engineer Laptop May Be Linked to Binance Security Incident, Initial Probe Finds

BoJ decision due shortly: hold at 1.25% expected, December signal in focu

Stocks slump, bonds leap as AI giants' spending spooks investors. Tech shares slumped in Asia on Friday, the yen rose and bonds surged toward their biggest monthly gain in nearly three years as investors scurried to safety against worries that huge and rising AI spending may not deliver sufficient returns. Shares in Google parent Alphabet GOOG fell 12.6% on Wall Street and slid a little further after hours, to wipe out a withering $500 billion in market value, as massive AI spending turned the company's cash flow negative. An aftermarket plunge of 23% in Intel shares INTC and a drop of 7% in Amazon AMZN stocks, as they too burn through cash, drove Nasdaq 100 futures NQ1! down 1.4% and sent stocks of chipmakers around Asia into a tailspin. "The market isn't necessarily questioning whether the AI buildout can be financed," said Pepperstone analyst Chris Weston. "It's increasingly questioning whether shareholders will earn an adequate return on the enormous capital being deployed." Nerves were also frayed by a potentially record-breaking hack at Binance, the world's biggest cryptocurrency exchange, which drove down bitcoin BTCUSD , other cryptocurrency prices and stocks including rival exchange Coinbase COIN . South Korea's KOSPI KOSPI slumped 5% for an October fall of more than 17%. Japan's Nikkei NI225 fell 3%. In China, the blue chip CSI300 3 399300 headed for its largest monthly fall in a decade, after nearly four months of AI stocks tanking on fears that a slowdown in demand for chips and other data centre equipment could crush revenues. BOJ EXPECTED TO HOLD Investors' rush into bonds was further spurred further by the Federal Reserve's Wednesday decision to keep US interest rates on hold, with no firm projection of when it might need to hike next. Benchmark 10-year US Treasury yields US10Y fell by more than 7 basis points in Tokyo trade on Friday to 4.91% for a fall of some 37 bps through October — the largest one-month drop since December 2023. Two-year yields (US2YT=RR) dropped by more than 8 bps to 4.57% and Fed funds futures rallied as investors dialled back some expectations for US rate hikes. Yields fall when bond prices rise. The Bank of Japan is expected to leave rates on hold later on Friday in a decision that will cap a week of major central bank meetings. The risk-averse mood strengthened haven currencies such as the yen and Swiss franc, with the yen USDJPY up about 0.2% at 157.47 per dollar and the franc USDCHF at 0.8213 to the dollar and not far from a one-month high. The euro EURUSD inched up 0.1% to $1.1194. "Key to watch will be how BOJ characterise the recent global bond market volatility," said Howe Chung Wan, head of Asian fixed income at Principal Asset Management. Investors would watch for how the moves influenced the bank's assessment of the current status of monetary policy, and whether it remains accommodative or is close to approaching neutral, he added. "This will guide the market for the pace and extent of further tightening in 2027."

Look at this. Dan Ives, @DivesTech, has said that the US is ahead of China in tech. This was on the Unusual Whales podcast, Unusual Bets.

Washington Reaffirms Willingness to Proceed With OPCON Transfer, South Korean Adviser Says

Seoul Reaffirms Commitment to Ukraine Support as Part of Global Efforts

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