Bond traders are positioned for further gains in the Treasury market ahead of Friday’s October employment report, as expectations for additional Federal Reserve interest-rate hikes continue to fade, according to Bloomberg.

Former Fidelity fund manager George Noble warned Thursday that Nvidia is following Cisco’s path toward a bubble burst by supporting customers that buy its AI hardware. According to Odaily, Noble wrote on social media that Nvidia accounts for about 8% of the S&P 500, roughly twice Cisco’s weighting at the peak of the dot-com bubble in 2000, and said the company was repeating the same mistake that badly hurt Cisco more than two decades ago.

Max Kettner, chief multi-asset strategist at HSBC Bank, said, “We're in full on P&L protection,” as uncertainty around the AI trade mounts. Market stabilization could hinge on the Anthropic IPO, he told Bloomberg Television, saying its completion in the next two weeks could provide relief, according to Bloomberg.

According to Jin10, China's State Administration of Foreign Exchange (SAFE) released the draft 2027 Rules for Verification of Statistics on External Financial Assets, Liabilities and Transactions for public comment.

The artificial intelligence boom is putting increasing pressure on the global supply of computer memory, leaving everyday consumers facing rising hardware prices as data centers compete for limited resources.

After U.S. voters elected a new slate of public officials this week, some technology executives and investors worried that delays in approving new computing facilities could raise the operating costs of existing AI servers and slow the ongoing decline in AI costs. According to Sina Finance, research firm Artificial Analysis found that OpenAI’s GPT-6.1-Sol, released in late September, matched the performance of the larger flagship GPT-6-Astra in high-reasoning mode while costing one-fifth as much to complete the same tasks. Anthropic has also promoted similar cost improvements in its latest model, even as Nvidia hardware purchase and rental prices have risen this year. As a previous report noted, falling prices need to continue or customers may reduce AI spending. A senior executive at a private equity firm that invests in and develops data centers said this week that advances in software and hardware would keep driving down model prices through token efficiency, or completing more tasks with less computing power. Those efficiencies could offset constraints on data center expansion, though the firm has invested in the sector and the executive has an incentive to express optimism. At an industry event hosted by Blackstone on Wednesday, Amazon Web Services CEO Matt Garman said he remained optimistic about the company’s data center expansion despite uncertainty from the election. “We are in a relatively favorable position, but I think other peers may face more challenges.” Amazon has faced strong local opposition to many data center projects and abandoned one in Virginia this year. Garman did not say whether server rental prices would continue rising. On Wednesday, shares of major cloud providers rose, while smaller providers with new facilities awaiting approval were sold off. A broader market pullback on Thursday erased some of the leading cloud providers’ gains. Most data centers scheduled to begin operating next year have already received all or some state and local approvals, so election-related policy backlash is expected to mainly affect computing projects planned for 2028 and later. Anthropic’s gross margin was about 85% in the first nine months of this year, excluding the cost of developing the models themselves. That leaves the company room to lower product prices if it needs to stimulate demand.

Brookfield Asset Management is considering selling Trimco, a Hong Kong-based manufacturer of labels, packaging and brand-identification tracking products, and a supplier of Nike labels. According to Sina Finance, citing people familiar with the matter, Brookfield has received acquisition interest and held preliminary discussions with potential advisers about a possible sale. The deal could value Trimco at more than $1 billion, and investment firms and industry participants have shown interest in the asset. A formal process may not begin until next year. A Brookfield representative declined to comment.

科技股恐慌经 ETF 传导，BTC 两天跌回 7.52 万美元，与黄金一起垫底，“数字黄金”叙事再被数据推翻。

Police in Penang, Malaysia, arrested 141 people, mostly foreigners, in 14 raids on suspected scam call centres between 9 and 29 October 2026. The groups are accused of cheating people in several countries, including through fake investment offers, romance scams and a second scam targeting people who had already lost money.

前OpenAI研究员、匿名半导体研究员、美国总统、字节跳动前员工，不论身份地位，通通因美股投资被冠以“股神”称号。但“股神”称号，是真正的投资实力，还是仅仅运气使然？

人工智能,投资,美股,Elon Musk,伯克希尔哈撒韦,美股崩盘启示录：马斯克流血、巴菲特封神与K型分化 金色财经,美股暴跌，AI叙事失速，K型分化下的两种命运。

Anthropic has launched a Personal Finance beta in Claude for Pro, Max and Ultra subscribers in the US, letting them link bank and card accounts through Plaid and ask questions about their spending, with read-only access so Claude cannot move any money.

France's efforts to tighten its cryptocurrency tax and reporting rules have suffered a major setback after the National Assembly rejected the revenue section of the country's proposed 2027 state budget, stripping three previously approved crypto-related amendments from the version of the bill heading to the Senate.

经历这轮调整后，市场或许需要重新寻找方向，但总会有转折点发生，现在需要多点耐心。

人工智能,投资,美股,Cathie Wood,美股一夜蒸发万亿美元 AI泡沫破了？ 金色财经,美股AI经历魔幻一夜。

标普500收盘跌4.4%，是去年4月特朗普宣布“解放日”关税以来最差的一天。纳斯达克更惨，跌了5.5%，一天蒸发了2.5万亿美元市值。市场担心民主党在上台后推出对AI的禁令。