Amazon shares fell about 7% in premarket trading on Friday after the company reported third-quarter results that missed Wall Street expectations for revenue and earnings, while capital expenditures continued to climb amid its aggressive AI expansion.Revenue for the quarter ended September 30 rose 12% year over year to $201.9 billion, slightly below analysts' expectations of approximately $202.2 billion. Diluted earnings per share came in at $1.89, compared with the $1.97 consensus.The results highlighted a growing divide within Amazon's business: strong cloud growth contrasted with slower e-commerce and advertising sales, while mounting AI-related expenses raised questions about returns on investment.AWS Growth Accelerates as AI Demand Fuels Cloud ExpansionAmazon Web Services (AWS) remained the standout performer, with revenue climbing 39.3% year over year to $45.98 billion, beating analysts' expectations of $45.29 billion, according to StreetAccount. Growth accelerated from approximately 37% in the second quarter, marking AWS's fastest expansion in nearly five years.AWS operating income increased 55% to $17.77 billion, accounting for nearly 23% of Amazon's total revenue and the majority of its quarterly operating income.CEO Andy Jassy said revenue from AWS's core computing and storage businesses had grown at their fastest pace in several years, indicating that demand extends beyond AI workloads.Amazon has been expanding its cloud infrastructure and strengthening relationships with major AI developers, including Meta and OpenAI. Jassy said the company expects AWS revenue to grow more than 40% in both 2027 and 2028, potentially becoming a trillion-dollar business within the next five to 10 years.Competition is also intensifying. Alphabet and Microsoft have reported accelerating cloud growth as demand for AI computing capacity increases. Amazon is also preparing to make its in-house Trainium AI chips available outside its cloud infrastructure in late 2027, following strong customer demand.E-Commerce and Advertising Growth Lose MomentumAmazon's retail and advertising businesses delivered weaker growth. Online store sales increased just 2% year over year to $68.47 billion, while advertising revenue rose 11% to $19.64 billion.However, the timing of Prime Day complicated the comparison. This year, the shopping event took place in the second quarter in most major markets, whereas it fell in the third quarter in 2025. Amazon estimated that without this calendar shift, its overall third-quarter revenue growth would have been approximately four percentage points higher.Jassy also pointed to continued growth in grocery sales and faster delivery as signs of underlying strength in the retail business. Grocery sales, including fresh food and everyday essentials, have been expanding faster than Amazon's broader store business.Still, the slowdown in reported online sales and advertising growth added to concerns about the company's core retail operations, even as AWS benefits from surging AI demand.AI Investment Drives Cash Flow ConcernsThe biggest concern for investors was Amazon's spending. The company invested approximately $75.9 billion in capital expenditures during the third quarter, primarily to expand data centers and AI infrastructure.Amazon maintained its full-year 2026 capital expenditure forecast of approximately $220 billion, while Jassy indicated that spending would increase meaningfully again in 2027.The investment has weighed heavily on cash generation. Free cash flow over the trailing 12 months turned negative, reaching an outflow of $42.4 billion, compared with a positive $14.8 billion a year earlier. Amazon attributed the decline primarily to increased purchases of property and equipment.Jassy defended the spending, arguing that strong AWS demand supports continued infrastructure investment and that the company expects attractive returns over time. However, investors are increasingly looking for evidence that AI spending can translate into sustainable revenue and cash flow growth.Amazon expects fourth-quarter revenue of $240 billion to $247 billion, compared with analysts' expectations of approximately $244.5 billion. Its operating income forecast of $28.5 billion to $33.5 billion also came in slightly below the roughly $33 billion analyst estimate at the midpoint.For Amazon, AWS growth remains a powerful long-term driver, but investors will be watching whether that momentum can justify the company's increasingly ambitious AI spending plans.

According to Jin10, Iran's Tasnim News Agency reported that Iran's Revolutionary Guards Navy said two oil tankers with their navigation systems switched off were involved in an incident and were stopped south of the Strait of Hormuz after ignoring radio warnings.

According to Jin10, Citi raised its price target for Starbucks (SBUX.O) from $104 to $107.

Tech stocks were set to decline after Amazon.com Inc. reported capital spending above expectations and its core e-commerce business posted its slowest growth in three years, according to Bloomberg.

ChangXin Technology plans to repurchase shares through centralized bidding for 1 billion to 2 billion yuan, at no more than 72.69 yuan per share, using its own or raised funds. According to ChainCatcher, the company reported net profit of 132.04 billion yuan for the first three quarters of 2026, compared with a loss in the same period last year.

If BTC rises above $81,196, cumulative short liquidation intensity across major CEXs would reach $2.19 billion; if it falls below $73,560, long liquidation intensity would reach $1.27 billion. According to ChainCatcher, the figures are based on Coinglass data.

According to Jin10, ExxonMobil (XOM.N) reported third-quarter profit above market expectations, with surging refining margins providing the main boost to earnings growth. The war launched by the United States and Israel against Iran, along with Ukrainian attacks on Russian refineries, damaged global refining capacity and tightened diesel supplies, driving refining margins sharply higher. Adjusted earnings per share were $4.23, above the expected $4.08, while adjusted total profit reached $17.5 billion, topping the $16.6 billion estimate. Adjusted upstream profit was $7.3 billion, down 20% from the second quarter, mainly due to lower Brent crude prices. Adjusted downstream profit rose 120% quarter over quarter to $9 billion as refining margins increased. Specialty products profit was $1.3 billion, up 32% from the previous quarter. ExxonMobil produced 4.5 million barrels of oil equivalent per day, broadly unchanged from the previous quarter. The company announced a $20 billion share repurchase plan for 2027, unchanged from 2026.

AstraZeneca has launched a $1.5 billion cost-saving plan to free up funds for its drug development pipeline. According to Sina Finance, the British pharmaceutical company announced the plan alongside its third-quarter results on Friday, saying it will reallocate resources across its existing businesses and therapeutic areas over the next three years. The plan could incur up to $2 billion in one-time restructuring costs and deliver annualized savings of $1.5 billion, which will be reinvested in the pipeline, which includes more than 180 projects. AstraZeneca reported third-quarter net profit of $3.12 billion, up from $2.535 billion a year earlier. Core earnings per share, excluding special items and currency fluctuations, rose 19% to $2.79, above the Visible Alpha analyst consensus of $2.59. Revenue increased 7% year over year at constant exchange rates to $16.21 billion, exceeding the $15.99 billion consensus. Double-digit sales growth in oncology, respiratory and immunology, and rare diseases helped offset losses from generic competition for Farxiga and Brilinta. The company reiterated its 2026 guidance. AstraZeneca said several late-stage clinical trial setbacks this year had weighed on its shares, prompting some analysts to question whether it can meet its 2030 targets, set in 2024: revenue of $80 billion and 20 new drug launches. Revenue was $58.7 billion last year and $45.8 billion in 2023. CEO Pascal Soriot said on Friday that the company remained on track to meet its 2030 goals and expected business growth to continue over the coming decade.

热钱包被EIP-7702授权清空，冻结约30亿、净损失约10亿，SAFU能不能兜底和信任修复才是关键。

Trezor warned customers who bought wallets through CryptoBilis since March 2026 to move their funds after a Safe 5 device was found with a suspected implant that could steal recovery phrases. The company is arranging laboratory tests and offering affected buyers replacement devices, while urging them to create new wallets with fresh recovery phrases.

币安热钱包55分钟内流出约63亿美元，稳定币发行方冻结约30亿，储备覆盖率与托管安全同步承压。

币安热钱包被EIP-7702批量授权清空，约63亿美元流出，攻击者未窃取私钥而是绕过内部签名流程。

The prediction market platform reportedly lost around $2.7 million in user funds, with the latest incident marking its second major third-party security breach in months.

财报答对不等于价格上涨，OKX预测市场把业绩预期与市场定价拆成两道题。

KuCoin has suspended all services for customers in Russia and Belarus, becoming the third major crypto exchange after MEXC and Bitget to introduce restrictions in October 2026. The exchanges cited compliance concerns but did not disclose how many users were affected or where their trading activity would move.

Aave把借贷柜台租给专业机构，稳定币流动性首次大规模对接房屋净值、投资级信贷这类RWA抵押。

新计算平台需要多年投入，硬件真正的难点不在实验室，而在真实房间、供应链和量产良率。

币安10月29日被盗，约63亿美元资产受影响，核心不是私钥泄露，而是签名授权环节失控。