An address now holds short positions equivalent to about 68,113 Nvidia shares, a net increase of about 25,670 shares, with the position’s estimated value rising by about $4.12 million. According to Odaily, the address’s futures account has accumulated gains of about $23.45 million; during the period, it opened about $4.21 million in positions and closed about $70,000. The address is 0xfc27136e42af1732ddc9ce2605ea9bff1b959d9d.

A Hyperliquid trader holds a $30.71 million long position in Nvidia using 5x leverage, with an unrealized loss of $2.6 million. According to Odaily, the trader made about $1.02 million on a Sandisk long position 11 hours ago and has recorded about $610,100 in cumulative lifetime profits.

According to ChainCatcher, the Ornn Compute Price Index shows that hourly rentals for Nvidia Blackwell GPUs rose 48%, from $2.75 to $4.08 over the past two months. Demand for compute has increased in recent months as companies seek capacity for AI agents that perform tasks such as coding and booking real estate viewings. OpenAI API usage rose from 6 billion tokens per minute last October to 15 billion in late March this year. Anthropic began limiting user token usage during peak weekday hours, from 5:00 AM to 11:00 AM Pacific Time, in late March. CoreWeave raised service prices by more than 20% late last year and began requiring smaller customers to sign contracts of at least three years, up from one year. OpenAI Chief Financial Officer Sarah Friar said the company is dropping some projects because it lacks sufficient computing capacity.

Nvidia's board of directors held an internal meeting on Wednesday to decide on Jensen Huang's future and has partnered with external organizations to select a new CEO candidate. Wall Street is closely assessing the direct impact on the entire AI industry should Huang be forced to leave.

A former Ethereum Foundation employee has sued the organization, Ethereum co-founder Vitalik Buterin and four other defendants, alleging she was fired less than two weeks after disclosing a cancer diagnosis and helping organize staff opposition to a controversial employment directive.

Binance co-CEOs He Yi, Richard Teng, and Chief Security Officer Jimmy Xu responded to the major security incident that occurred on October 30 on Binance's public space.

Japan's top foreign exchange official Atsushi Mimura warned that yen moves had been too rapid and suggested authorities were prepared to intervene again to support the currency. According to Sina Finance, Mimura told reporters Thursday, “I strongly feel that exchange-rate moves have been too fast over the past few days,” adding that “it is too early to forget what happened this summer”; he declined to comment on specific exchange-rate levels. The yen was approaching 160 per dollar. After it breached that level this summer, Japanese authorities intervened to support the currency, with the monthly intervention total reaching a record; some operations were conducted jointly with the United States. Over the past two days, stronger-than-expected U.S. inflation data and hawkish remarks from Federal Reserve officials boosted expectations that the Fed would resume raising rates next month, and the yen fell from around 158 to nearly 160 per dollar. The exchange rate was around 159.8. The yen has come under renewed pressure amid the possibility of a wider U.S.-Japan interest-rate gap. After hawkish comments from Fed officials, traders began pricing in a small chance of a 50-basis-point rate hike in December. U.S. core CPI inflation exceeded expectations for three consecutive months, reinforcing expectations of further Fed tightening. Markets have largely priced in a Bank of Japan rate hike at its December 18-19 meeting, but the timing of subsequent increases remains unclear.

According to ChainCatcher citing STAR Market Daily, Doubao Work has added third-party models including Kimi 3.1 Pro, GLM 5.3, and DeepSeek V4.1 Flash. It has also introduced a limited-time offer that lowers the quota consumption multipliers for Doubao 2.1 Lite and DeepSeek V4.1 Flash.

According to ChainCatcher citing STAR Market Daily, Baidu founder Robin Li announced the launch of Token Exchange, a trading platform for large language models, at the opening ceremony of Baidu World 2026. Li said that more than one new model had been released almost every day during the first nine months of this year, while demand for model access surged, prompting the emergence of model-routing services. Li said Token Exchange aims to bring together quality models and providers so businesses and individuals can find, purchase and use trusted model tokens. In its first month, the platform onboarded more than 100 resource providers, recorded over 50 million daily calls and processed more than 700 billion tokens per day.

Security research firm Claroc found that 35,578 of 37,571 online applications created with Grok Build, or about 94.7%, could be accessed without logging in. According to Odaily, an estimated 650 to 800 applications contained private or sensitive data, including internal corporate documents, medical records, employee information and plaintext passwords; the data involved six Fortune 500 companies. Twenty-four applications were created by employees of Musk’s SpaceXSI and X and included internal sales plans, customer information and confidential advertising proposals for U.S. federal agencies. Researchers said Grok app-sharing links could be discovered through DNS records and that some applications lacked access controls. SpaceXSI has taken down the 24 applications associated with it, but related applications created by other users remain accessible.

Companies have spent decades blocking robotic crawlers; now, they are vying for orders for AI agents.

Nvidia is the anchor of the entire AI chain. Cloud vendors' capital expenditures, computing power leasing companies' debts, and modeling company valuations are all betting on Nvidia's supply shortage, and the person endorsing this premise is Jensen Huang. Nobody wants the AI ​​bubble to actually burst because of Huang, right?

The monetary policy dilemma arising from the coexistence of declining real income and AI investment-driven growth.

The Wall Street Journal reports that Nvidia's board of directors is preparing to discuss CEO Jensen Huang's future, with a meeting potentially scheduled as early as Wednesday. The controversy has spread from his personal life to corporate governance and leadership stability.

No exchange would want a piece of the stock market pie, but Upbit is still blocked by regulators and can only rely on continuously listing new coins to maintain its traffic.

Congress is now under Democratic control, but the legislature is no longer as aging. From a long-term perspective, any pullback triggered by this election is likely a buying opportunity for cryptocurrencies.

The timing of New York Fed President Williams' departure has sparked controversy within the Federal Reserve: can he remain in office until June 2028, or must he retire in June 2027 when he turns 65? If he leaves earlier, Warsh could influence the selection of this key position a year earlier.