Mexico unexpectedly cut interest rates to a four-year low of 6.25%, according to Bloomberg. Spare capacity in the economy gave the central bank room to resume monetary easing.

According to CNBC, One Point BFG Wealth Partners Chief Investment Officer Peter Boockvar said investors were questioning a forecast for $1.2 trillion in capital expenditures next year and that the shift could mark the start of the end of the AI trade as it is currently known. The comments came amid concerns that restrictions on data center construction could affect companies’ growth prospects following Democrats’ strong performance in Tuesday’s midterm elections. The Nasdaq Composite fell 5% Thursday, entering correction territory at more than 11% below its record high set last month. The iShares Semiconductor ETF dropped 11%, its biggest decline since March 2020, while the Global X Artificial Intelligence & Technology ETF (AIQ) fell 6% and was down 15% over the past month. The Dow Jones Industrial Average lost more than 1,600 points. Cantor Fitzgerald’s Eric Johnston said the outlook for AI infrastructure construction had changed significantly and that the economy, consumers and earnings growth were tied to the buildout. Other investors said the AI trade was not necessarily over but that investors should be more selective. Newedge Capital Group’s Rob Sechan cited Microsoft Azure’s 48% year-over-year growth in its most recent third quarter as evidence that capacity, rather than demand, was constrained. Raymond James Chief Investment Officer Larry Adam described the broad selling as a buying opportunity for investors with a longer-term perspective. Josh Brown pointed to the 4.8% yield on the 10-year Treasury as a reason investors were reconsidering riskier AI stocks.

According to Jin10, Saudi Aramco cut the official selling price of Arab Light crude for Asian buyers in December to a discount of $7 per barrel to benchmark oil prices.

According to CNBC, Jim Cramer's Charitable Trust bought 10 shares of Goldman Sachs at roughly $867 during Thursday's market sell-off. The trade will bring the Trust's holdings to 160 shares and raise its portfolio weighting to 3.6% from 3.4%. Goldman shares were down roughly 7% amid concerns that opposition to data centers could reduce AI-related IPOs and fundraising for the buildout. The Trust said Goldman’s 2.3% dividend yield and quarterly multibillion-dollar share-repurchase program support shareholder returns.

Mining companies backed by billions of dollars in support from the administration of US President Donald Trump face heightened scrutiny after Democrats’ midterm sweep, Bloomberg reported.

Codelco’s chairman plans to propose a restructuring of the Chilean state-owned copper producer that would extend beyond corporate governance, according to Bloomberg. The company’s new leadership is seeking to restore confidence amid a production-reporting scandal.

Goldman Sachs’ stock-trading desk is receiving a surge of calls from investors seeking to gauge how much further Thursday’s technology selloff could extend, according to Bloomberg.

整合双方在人工智能、网络安全及产业应用领域的技术与资源优势，推动前沿技术研究、产品创新与产业合作。

华润隆地智美好网络安全与GCSA共建AI与网络安全研究中心，聚焦AI反欺诈与威胁检测。

Revolut 用支付、订阅与跨境分发撑起1150亿美元估值，Nubank 靠消费信贷与本地深耕赚取真实利润，稳定币正让这两条路径开始交汇。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

GCSA披露生态产品矩阵：3.8亿用户、91.3%评测成功率，安全能力正走向全域联防。

Circle三季度营收8.65亿美元里，1.82亿美元是卖ARC代币的预售收入；剔掉这块钱，主营的储备利息同比还在缩。

区块链在预测市场、永续合约、稳定币里都找到了产品市场契合，但价值全被掌握用户的平台拿走，链本身只是那根管道。

CFTC首次放行单只股票永续合约，华尔街开始向加密市场学习，美股TradFi与Crypto的边界正在消失。

币安暂停提币约56小时，成交份额转向OKX等场所，但资金并未同步大规模迁移。