According to CNBC, Wall Street analysts favor Viper Energy (VNOM), Exxon Mobil (XOM) and Williams (WMB) for dividend income, with each receiving a buy rating from analysts cited in the article. TD Cowen’s Aaron Bilkoski reiterated a buy rating on Viper Energy with a $61 price target; the company announced a 50-cent-per-share base cash dividend for Q3 2026 and has a 5.7% yield based on base and variable dividends over the past 12 months. TD Cowen’s Jason Gabelman reiterated a buy rating on Exxon Mobil and raised his price target to $193 from $180. Exxon declared a quarterly dividend of $1.07 per share, up 3.9%, and has an annualized yield of 2.53%. CIBC’s Robert Catellier reaffirmed a buy rating on Williams with an $82 price target. Williams announced a quarterly dividend of $0.525 per share, or $2.10 annualized, and has a 3.09% yield.

Morgan Stanley says leveraged ETFs sold a record $57B of US stocks on November 5, when the Nasdaq fell about 5.5%, while hedge funds cut net leverage 5 points in a day. Bitcoin steadied near $75,950 with neutral funding rates. Tokenized gold trading on Binance hit a record $325M in weekly volume as gold stabilized near $4,000. Inflation mentions on S&P 500 earnings calls reached 820, the most since February 2024. Tuesday’s October CPI, CoreWeave earnings and Anthropic’s IPO roadshow headline the week, with December hike odds at about 80%.Morgan Stanley: Record $57 Billion Leveraged ETF Selling Drove November 5 Stock SelloffLeveraged ETFs sold $57B of US stocks on November 5, the most since data began in 2007, per Morgan Stanley’s derivatives team. The Nasdaq fell about 5.5% that day. Net leverage at US long-short hedge funds fell 5 points in one day, the fifth-largest drop since 2010, and now sits in the bottom 10% of its historical range. Since June, active selling has cut hedge fund exposure by 10.7% of end-June holdings, the largest reduction in at least 10 years. AI stocks still make up 32% of hedge fund absolute exposure. Retail selling in the first 90 minutes was the second-largest since 2016, and rising stock correlations point to broader risk-cutting.US CPI, PPI and CoreWeave Earnings to Test Markets as Fed Hike Bets Hit 80%LSEG data shows about an 80% probability of a December hike, with two more 25bp hikes expected this cycle, after October payrolls of 165,000 and unemployment at 4.1%. October CPI is due Tuesday, November 10, at 13:30 UTC, with ING expecting +0.3% headline and core; PPI follows Friday. Waller, Bowman, Barr and Jefferson speak this week. CoreWeave reports Tuesday after the close, Nebius and Cisco on Thursday, alongside Anthropic’s possible roadshow launch, a “double stress test” for AI assets. Explosive Options’ Bob Lang noted the CBOE put/call ratio hit 1.2, twice its average, and wants repeats to confirm a bottom. Freedom Capital’s Jay Woods wants the VIX above 30; it was around 24 Friday. US, Russia and Ukraine hold talks in Abu Dhabi November 10-11.Inflation Mentions on S&P 500 Earnings Calls Hit 820, Highest Since February 2024Inflation-related terms came up 820 times on S&P 500 earnings calls in October, per Bloomberg. One week into November, mentions had already passed all of November last year. Bloomberg Economics says income growth is failing to keep pace with prices. Higher oil is raising costs for fuel, fertilizer and plastic resin. GM expects commodity, logistics and memory chip costs to cost about $2B this year. Wells Fargo CEO Charles Scharf said persistent inflation and high rates are a headwind for consumers and corporate clients.Tokenized Gold Trading on Binance Hits Record $325 Million Weekly Volume as Crypto Market CoolsGold-backed product volume on Binance exceeded $325M over seven days, excluding the listing spike, per analyst Darkfost. Trading peaked at $78M on November 5, the day US stocks sold off. Cumulative volume has passed $8B since launch. Tokenized assets total about $50B per CoinGecko, with commodity-backed tokens near $6B, mostly gold. Gold is down more than 30% from its high this year and stabilizing near $4,000.Bitcoin Steadies Near $75,950 as Funding Rates Hold Neutral and ETH Bearish Sentiment EasesBitcoin traded around $75,950 on November 8, up 0.09% over 24 hours. BTC funding is 0.0087% (open interest-weighted) and 0.0081% (volume-weighted). ETH funding rose to 0.0068% and 0.0064%, within the neutral range, pointing to easing bearish sentiment. The baseline is 0.01%, with readings below 0.005% signaling bearish sentiment.One flag: story 2’s source says “about 80%” while yesterday’s digest cited 78% and 75% from different sources; keep the LSEG attribution.

Vitalik wrote on X that valuation support from ETH burns is not a true floor because the revenue mainly comes from activity within the crypto ecosystem, where users’ ability to pay would also decline if ETH prices fell sharply. According to Odaily, he said growth in the real-world asset (RWA) economy now provides Ethereum with stronger external revenue support, though mature businesses are unlikely to generate an episode like digital monkeys burning $180 million worth of ETH in a single day.

Trading in tokenized gold on Binance is climbing even as the wider crypto market weakens, crypto analyst Darkfost said on X. Volume for gold-backed products on Binance reached a record of more than $325 million over the past seven days, excluding the initial spike at listing.Trading peaked at $78 million on November 5, the day US stocks sold off sharply. Cumulative volume for gold-backed products on Binance has passed $8 billion since launch.Tokenized Assets Near $50 BillionThe total market value of tokenized assets is about $50 billion, according to CoinGecko. Commodity-backed tokens make up nearly $6 billion of that, and gold accounts for most of it.Gold Steadies Near $4,000Gold has fallen more than 30% from its high this year and is now stabilizing around $4,000 an ounce, according to Darkfost.

التوقعات، العملات المشفرة، سوق العملات المشفرة، الفرص المقومة بأقل من قيمتها في سوق العملات المشفرة: يمكن تداول معدلات التمويل بشكل منفصل (التمويل الذهبي) - كل معاملة عملات مشفرة تقريبًا تخفي معاملة أخرى بداخلها.

يعتقد المحللون أن عقد SpaceX-Anthropic يتضمن "بند خروج ثنائي الاتجاه لمدة 90 يومًا" - إذا انخفض المعروض من قوة الحوسبة، يمكن لماسك إعادة تسعير قوة الحوسبة إلى 2-3 أضعاف سعر العقد الأصلي، مما يحدد بشكل مباشر مصير Anthropic ومستقبل مشهد الذكاء الاصطناعي بأكمله.

مع صدور نتائج العديد من الاستفتاءات والانتخابات المحلية في جميع أنحاء الولايات المتحدة في نوفمبر، وصلت المقاومة العامة لتوسيع مراكز بيانات الذكاء الاصطناعي إلى مستويات غير مسبوقة، حيث عارض 76% من الناخبين الذين شملهم الاستطلاع صراحة بناء مراكز البيانات في مجتمعاتهم في استطلاعات الرأي عند الخروج من مراكز الاقتراع.

بالنسبة للعديد من الأشخاص العاملين في صناعة العملات المشفرة، قد يكمن القلق الحقيقي في اتجاه آخر: بما أن السياسات المحلية قد حظرت بوضوح أنشطة تعدين العملات الافتراضية، فهل شراء أجهزة التعدين في الصين وتصديرها إلى مزارع التعدين الخارجية يشكل أيضاً تهريباً؟

يعتقد نومورا أن "الموجة الزرقاء" ستؤدي إلى إبطاء بناء مراكز البيانات الأمريكية من خلال تشديد اللوائح، مما سيؤدي إلى خفض أسعار رقائق الذكاء الاصطناعي العالمية وتسهيل حصول الشركات الصينية على وحدات معالجة الرسومات المتطورة وذاكرة HBM، وهو أمر مفيد بشكل عام لاقتصاد الذكاء الاصطناعي في الصين.

تبدأ قيود وزارة الخزانة الأمريكية على شركة MEXC بتحويلاتها المالية مع المؤسسات المالية الأمريكية.

مع إنشاء الإطار التنظيمي، انخفضت نسبة عمليات الإطلاق الأول/الإدراجات الحصرية في كوريا الجنوبية بشكل ملحوظ.

امتدت موجة الاحتجاجات من اسكتلندا إلى إسبانيا، حيث احتشد 2000 شخص في وقت واحد في دبلن و1300 شخص في هلسنكي في يوم واحد فقط، واندلعت اشتباكات واعتقالات في أمستردام.

جمعت 14 شركة ناشئة في مجال تقنية البلوك تشين هذا الأسبوع 43.5 مليون دولار. وحصلت شركة يورانيوم ديجيتال على 16.5 مليون دولار في جولة التمويل الأولى (Series A)، وهي أكبر جولة تمويل هذا الأسبوع.

من تاريخ تجارة الأرواح الميتة الروسية في القرن التاسع عشر إلى التعرف على قزحية العين وبصمات الكف في العالم، في عصر التزوير المتفشي بالذكاء الاصطناعي، أصبح إثبات وجود إنسان حقيقي تقنية اقتصادية ذات ثمن واضح.