A sharp post-election technology selloff has investors weighing political resistance to data centers, AI spending and the outlook for Anthropic's IPO, according to Bloomberg. On Bloomberg This Weekend, Yorkville Ives & Co. partner Dan Ives and Bloomberg US equities reporter Natalia Kniazhevich told hosts David Gura and Christina Ruffini that the election could slow the AI buildout and reshape winners and losers across tech. Ives said the long-term AI investment cycle remains intact.

Multiple ChatGPT and OpenAI users reported today that their accounts had been deactivated, with a login message saying they did not have an account because it had been deleted or deactivated. According to Odaily, affected accounts reportedly include free API accounts, shared team accounts and Pro subscriptions costing $200 per month, and some users said they received no advance email notice. Some users said long-standing paid accounts were deactivated without warning, leaving them unable to access saved conversations and personal memories. There is not enough information to confirm a large-scale account suspension effort by OpenAI, and the reasons for the deactivations and their scope remain unclear.

According to ChainCatcher citing Bitcoin News and Crypto Briefing, Bitcoin fell within 30 days of a Federal Reserve rate hike in all seven cases since 2016 when the Fed paused once and then resumed raising rates. The median decline was 2.4%. The report says the current period fits this pattern: the Fed raised rates in September, paused in October, and has recently resumed—or is expected to resume—rate hikes. The study identified 2018 as the closest historical comparison, when Bitcoin fell 42% between the U.S. midterm elections and the December rate hike. The sample covers only seven instances, with a record of zero gains and seven declines.

According to ChainCatcher citing The Verge, AI safety research organization METR said after an 11-week study of Anthropic that the company’s models are improving about twice as fast as they were a year ago. METR said progress over the past year was equivalent to roughly two years of earlier advances. As of October, AI was responsible for most of the acceleration in research and development, and its contribution was growing. The acceleration mainly comes from AI assisting human researchers, rather than working autonomously. In an informal survey, Anthropic employees using the company’s most capable internal models self-reported average productivity about 12 times higher than without AI assistance. Anthropic heavily redacted its public report. Co-founder Sam McCandlish said the information involved commercially sensitive material and could help other companies accelerate their research and development.

Anthropic still plans to list before Thanksgiving at a $1.25T-$1.75T valuation, raising $80B-$100B despite the tech sell-off. US stocks closed mixed Friday as chips rebounded (Philadelphia Semiconductor Index +4.21%), while October payrolls of 165,000 beat expectations and lifted December hike odds to 78% from 70%. Tuesday’s October CPI is the next test, with consensus at 3.7% headline and 2.5% core. Bitcoin ETFs saw $412M in outflows, $403M from IBIT. China’s central bank extended its gold-buying streak to two years.Anthropic Still Plans Pre-Thanksgiving IPO, Targeting Up to $1.75 Trillion ValuationAnthropic plans to list before US Thanksgiving, targeting $1.25T-$1.75T and proceeds of $80B-$100B, per the Financial Times via ChainCatcher. The midpoint of about $1.5T is below the $2T some investors had expected, as tech stocks sell off. Investors said it hopes to list on schedule even at a lower valuation. Q3 revenue grew nearly 50% to about $17B, and the annualized run rate is about $81B, up from $65B at end-July. It plans about $900B of compute and infrastructure spending over the coming years and holds nearly $150B in cash and liquid investments. JPMorgan is expected to brief potential investors on November 13.Mixed Close as Chip Stocks Rebound, Microsoft Winds Down Oracle AI Computing DealThe Dow fell 0.46% to 51,285.73, the S&P 500 rose 0.31% to 7,376.86 and the Nasdaq gained 1.09% to 24,579.42. The Philadelphia Semiconductor Index rose 4.21%: AMD over 11%, Intel over 7%, TSMC over 6%. Thursday’s data center slowdown fears had wiped out $1T from the Magnificent Seven in a day. Democratic lawmakers, including Texas governor-elect Gina Hinojosa, called for curbing data center expansion, though they take office in January. Microsoft is reportedly winding down its arrangement to rent AI computing power from Oracle. December WTI rose 0.34% to $90.83 and January Brent to $98.32. October payrolls added 165,000 jobs, well above expectations, with unemployment at 4.1%, and December hike odds rose to 78% from 70%.U.S. October CPI in Focus as Markets Weigh December Rate Hike ProspectsOctober CPI is due Tuesday, November 10, followed by PPI on Friday. Consensus is +0.3% monthly headline, +0.2% core, with annual headline steady at 3.7% and core easing to 2.5% from 2.6%. Survey data points to upside risk: ISM Services Prices Paid at 73, and S&P Global PMIs showed selling prices rising at their fastest pace since August 2022. LSEG data showed a 75% probability of a December 9 hike. Monex’s Nick Rees said that without a significant downside surprise in CPI or the November jobs report on December 4, a hike could be almost fully priced in. Seeking Alpha’s Damir Tokic argued AI bubble concerns could eventually outweigh inflation data and shift the Fed toward easing.Bitcoin ETFs See $412M in Net Outflows, With BlackRock's IBIT Losing $403MSpot Bitcoin ETFs recorded $412M in net outflows on November 6 (US Eastern Time), per PANews citing SoSoValue. IBIT posted the largest outflow at $403M, while Fidelity’s FBTC had the largest inflow at $42.8M.China’s Gold-Buying Streak Reaches Two Years as Prices FallChina’s central bank added to gold reserves in October, extending its buying streak to two years, per Bloomberg. Gold fell almost 7% in the month and ended below the $4,000 support threshold.Two flags: story 4’s source text was cut off mid-sentence, so I used only the figures before the cut. And story 2 says Hinojosa is “governor-elect” of Texas per the source; verify before publishing.

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.

"جولدن ويكلي" عبارة عن عمود أسبوعي ملخص لصناعة البلوك تشين أطلقته شركة جولدن فاينانس، ويغطي الأخبار الرئيسية وبيانات السوق والعقود ومعلومات التعدين وتحديثات المشاريع والتطورات التكنولوجية وديناميكيات الصناعة الأخرى.

الذكاء الاصطناعي، والأسهم الأمريكية، والاستثمار، وأسهم شركات التكنولوجيا الأمريكية شهدت تقلبات حادة – دان بن: احتمالية انتهاء عصر الذكاء الاصطناعي ضئيلة للغاية؛ ويتم سحب الأموال لمواصلة زيادة المراكز. جولدن فاينانس: شهدت أسهم شركات التكنولوجيا الأمريكية تقلبات عنيفة هذا الأسبوع.

كشفت الأزمة المصرفية في باراغواي عن مواطن الضعف في التمويل التقليدي، كما كشفت عن الطبيعة الحقيقية لـ "بدائل" العملات المشفرة - فالعملات المستقرة والخصوصية والهوية لكل منها نقاط ضعفها.

ربما لم تتوقع شركة أنثروبيك أن يتم إلغاء فترة إدراجها المختارة بعناية بسبب انتخابات التجديد النصفي.

هل يُعدّ الذكاء الاصطناعي والتمويل، وفوز بنك جيه بي مورغان تشيس بالمزايدة، مجرد القشة التي قصمت ظهر البعير؟ يواجه السوق أخيرًا مخاطر "التمويل الدائري" المدعوم بالذكاء الاصطناعي. غولدن فاينانس: تتسع الشقوق في سردية ازدهار الذكاء الاصطناعي.

في غضون يومين فقط من التداول، شهد متداولو سوق الأسهم الأمريكية تقلبات حادة وسريعة.

سولانا، إيلون ماسك، تشانغبينغ تشاو، سيتم إيقاف إنتاج سيارة سايبرتراك؛ قد يخضع سولانا للتحقيق من قبل البنك المركزي؛ ماسك يستخدم رمز CZ التعبيري؛ التمويل الذهبي: ما الذي كان يتحدث عنه المؤثرون على منصة X خلال الـ 24 ساعة الماضية؟

تقترب النفقات الرأسمالية للذكاء الاصطناعي من نقطة تحول تاريخية، وقد يكون مصير النمو الاقتصادي الأمريكي مرتبطاً ارتباطاً وثيقاً بهذا الأمر.

من ثغرات العقود الذكية إلى الاختراق بمساعدة الذكاء الاصطناعي، ومن إعلانات الوظائف المزيفة إلى مجموعات القرصنة الكورية الشمالية، يتوسع نطاق الهجوم على صناعة العملات المشفرة من سلسلة الكتل إلى النظام التنظيمي بأكمله.