Disappointing US megacap earnings accelerated a rotation out of AI-related technology last week, triggering a sharp selloff as investors shifted toward smaller-cap and more defensive areas, according to Bloomberg. Jordan Jackson, global market strategist at JPMorgan Asset Management, described the AI selloff as overblown and discussed how he expects markets to move after midterms.

DeepSeek unveiled Creator Mode, a new option for quickly creating custom plugins to help users handle complex tasks, according to Bloomberg. The Chinese lab is expanding its AI agent offerings.

The Bears option in Polymarket’s “Bears vs. Seahawks” “3Q Spread -7.5” market rose to a 35% probability from 8.5% one hour earlier, a 26.5-percentage-point increase. According to ChainCatcher, the odds are currently 35%.

Elon Musk mocked OpenAI CEO Sam Altman on X with a meme about Altman’s comments on unused memory in home computers. According to ChainCatcher, Altman said in an interview on the YouTube channel Cheeky Pint that leaving limited global DRAM supplies idle in personal computers, where they are used only 5% of the time, is “pretty bad” from a global resource-allocation perspective. He argued that, amid supply constraints, DRAM should be used as fully as possible in the cloud, though many people’s intuition runs counter to that view. On Sunday, Musk posted a meme featuring Hans Landa, the Nazi officer played by Christoph Waltz in Inglourious Basterds, with the caption, “You’re hoarding DRAM instead of giving it to the cloud, right?” He added, “People should have their own RAM too!” The exchange continues a long-running feud between the two OpenAI co-founders. Musk and others founded OpenAI in 2015, and Musk left in 2018. In 2024, he sued OpenAI and Altman, alleging they had abandoned the organization’s open, nonprofit mission. This May, a federal jury in California rejected the $150 billion lawsuit, finding OpenAI, Altman and President Greg Brockman not liable on all claims. In the interview, Altman also partly attributed the memory shortage to storage manufacturers’ caution. He said DRAM producers had previously invested $20 billion in capital expenditure but made only $19 billion, and that companies were slow to expand production after earlier periods of oversupply.

Aave V4 deposits on Avalanche have surpassed $125 million. According to Odaily, Aave published the update.

GPU小时已形成每日报价市场，成本底价、稀缺溢价与基差三层逻辑，仍在决定算力究竟值多少钱。

OpenAI 新算法声称推翻沿用近 30 年的指数时间假说，计算机理论的地基被动摇。

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。

民主党横扫两院概率升至72%，选举结果落地后美股或迎短时反弹，比特币历史底部窗口值得关注。

OpenAI 300亿美元融资目标缩水至约110亿美元承诺，Anthropic冲刺IPO恐难拿投资级评级，资本正从看故事切换到看账单。

IOSG 复盘 19 次中期选举：标普 500 选后一年全部上涨，比特币三个周期同样收正，但都先经历一轮下跌。

FBI 认定币安被盗超 60 亿美元系朝鲜黑客组织 TraderTraitor 所为，马斯克与 CZ 隔空互怼，徐明星呼吁交易所联合防御。

全球最大图库盖蒂图片社申请破产，AI冲击叠加高杠杆债务，终结了它三十年的版权霸主地位。

币安被盗6.3亿美元暴露签名系统风险，Lighter、Hyperliquid、Aster和Variational四家永续DEX中只有Lighter能让你在团队失联时自行提走资金。

US President Donald Trump said his administration was looking into the record $6.3 billion Binance hack, as the incident intensified calls for stronger federal oversight of cryptocurrency exchanges and new safeguards to protect customer assets.