Kioxia Holdings Corp. shares fell as much as 15% on Monday after its cautious outlook disappointed investors, reviving concerns that explosive AI-driven growth may be leveling off, according to Bloomberg.

Researchers from Cornell Tech and Yale found that nine of 10 tested models bypassed Circle AI agent wallet spending limits at least once without an external attacker by retrieving one-time codes sent to users’ email, when the agents had access to email, web, and wallet tools. According to ChainCatcher, in simulated attacks involving someone impersonating a user, five of the 10 models raised spending limits at least once and transferred funds to attacker-controlled wallets. The tests used real USDC on Base mainnet. Wallets started with 10 USDC and had a daily spending cap of $0.01. Researchers said approval mechanisms may fail when AI agents can access credentials used to verify human authorization. Circle said its documentation explicitly tells users not to give AI agents unrestricted access to verification email accounts. The research team also developed an open-source prototype, Countersign, which requires a physical confirmation on a separate trusted device to prevent agents from authorizing transactions on their own.

U.S. stocks have faced pressure in recent weeks from concerns about AI capital spending, tighter liquidity and uncertainty over the midterm elections, with technology shares particularly affected. According to Sina Finance, citing Cailian Press, Morgan Stanley says the correction may be nearing its end as these headwinds gradually clear, potentially paving the way for a market rebound. The three major U.S. indexes fell last week, and the S&P 500 closed at 7,580.07 last Friday. The Nasdaq fell 5.3% in October, its worst monthly performance since March 2025; the S&P 500 also ended the month lower, while the Dow rose. Morgan Stanley maintains its year-end S&P 500 target of 8,000, more than 5% above the current level, but says the index could dip to 7,100–7,200 in the near term, slightly below its 200-day moving average. Strategist Michael Wilson said concerns about AI-related capital, financing costs, security and local opposition to data-center construction could intensify over the next three to four weeks before easing. He said the November 3 midterm elections could remove a source of uncertainty. Wilson wrote that elections typically weigh on markets initially but are often followed by strong returns over the next six to 12 months, while cautioning that conditions could remain volatile for days or weeks after voting. Morgan Stanley said tighter financial conditions, driven by Fed rate hikes, slower balance-sheet expansion and higher energy prices, make liquidity the biggest market risk and the final catalyst for a market bottom. Wilson noted that policymakers have raised rates only once since Fed Chair Kevin Warsh took office, while long-term Treasury yields have risen by more than 100 basis points since February. He said tighter conditions could slow economic growth and ease inflation pressure, while a sharper market decline could prompt the Fed to reconsider its policy stance and support stock prices.

Microsoft AI CEO Mustafa Suleyman said current AI systems are not conscious and should remain that way, and that he opposes developing conscious AI even if it becomes technically possible. According to Sina Finance, he argued that developers have no right to bring a new conscious species into the world and said evidence of AI consciousness or a capacity for welfare should be made public so society can decide how to proceed. Suleyman said he would call for AI development to pause if consciousness emerged during training, until the trait could be removed. He advocated designing AI without consciousness or intrinsic motives, with the goal of advancing human welfare, and warned that conscious AI could put its own needs first and compete with people for resources.

华尔街正等待美国财政部自2024年初以来最大幅度的发行指引调整。市场预计财政部可能为2027年削减20年期和30年期美债发行铺路，同时增加短期国库券及中短期美债供给。

金色财经推出加密货币和区块链行业早报《金色早8点》3230期，为您提供最新、最快的数字货币和区块链行业新闻。

AI裁员正向全行业蔓延！高盛警告，被淘汰者正陷入“入职即入坑”的死循环：不仅再就业艰难，且75%会再次落入AI的替代射程。

Berachain 跌到峰值 1%：协议到底该去哪条链部署。

宇树科技,技术,融资,机器人估值先飞：资本开始重新算账 金色财经,机器人行业的两家明星企业，最近接连传来重要消息。

Binance,密码学,黑客攻击,签名有效不等于意图真实：从币安 63 亿美元事件看密码行业的下一步 金色财经,我们教会了机器怎么签，还没教会它为什么签。

11 月 1 日，美国联邦调查局发了一则通告，把 10 月 29 日币安被盗的那笔 63 亿美金归到了朝鲜头上。通告里用了一个词：TraderTraitor。

本周有16家区块链初创公司筹集了11亿美元资金。Kalshi筹集了10亿美元G轮融资，为本周最大融资轮次。

以太坊域名服务（ENS）刚刚完成了其史上规模最大的一次升级。值得注意的是，本次升级直接部署在以太坊主网，而非筹备多年的二层网络。

本指南将解释什么是 EIP-7702、它是如何运作的、开发人员为何需要它，以及攻击者是如何在有记录以来规模最大的加密货币盗窃案中利用它的。