On November 4, Goldman Sachs reaffirmed its Buy rating on Advanced Micro Devices (AMD) and maintained its $700 price target. According to Sina Finance, analyst James Schneider said AMD’s latest results and guidance were strong and could support further share-price gains. Goldman Sachs said Intel’s weak guidance had lowered market expectations for the semiconductor industry, while AMD’s strong data center business and better-than-expected gross margin performance supported its share price; the company’s operating expense outlook was broadly in line with expectations. Goldman Sachs said investors will focus on whether AMD’s MI450 series AI chips can expand deployment at major customers as planned in the fourth quarter of 2027, and whether server CPU business growth can continue in 2027. Gross margin trends and changes in PC market demand will also affect AMD’s future earnings.

FinChain, a crypto-finance brand incubated by Fuxing Wealth Holdings, announced a partnership with Plume to launch FLEX & FINO, an on-chain yield-enhancement strategy offering leveraged returns on the yield-bearing RWA asset FUSD. According to Foresight News, the strategy lets users deposit FUSD as collateral, earn its underlying yield, borrow USDC and deploy the borrowed tokens in liquidity pools for additional returns. FUSD is backed by tokenized U.S. short-term Treasury securities and compliant money market funds. The product has a 90% utilization cap and, under baseline assumptions, a projected annual percentage yield of up to 7.2%. Redemptions settle on a T+2 basis, while interest settles between T+14 and T+30.

According to Jin10, spot gold rose more than 2% on Wednesday after Democrats won key races in the U.S. midterm elections, weakening the dollar and supporting gold prices. Investors were also awaiting U.S. nonfarm payroll data due later this week for clues about the Federal Reserve’s future policy path. Pepperstone Head of Research Chris Weston said that a weaker dollar and sharp declines in both nominal and real U.S. Treasury yields supported gold. He said investors wanted to hedge against the risk that the Trump administration could become less predictable and more confrontational, and that safe-haven demand appeared to create a favorable market environment for gold buyers. Democrats scored a decisive victory in the midterm elections, while global stocks fell and the dollar weakened. The weaker dollar made gold priced in dollars cheaper for overseas buyers.

According to Jin10, Goldman Sachs raised its Euro Stoxx 600 earnings-per-share growth forecast for 2026 to 18% from 15%, and its 2027 forecast to 7% from 5%.

Mitsubishi Corp. raised its net profit forecast for the fiscal year ending March 2027 to ¥1.2 trillion and approved a share buyback of up to ¥1 trillion. According to Sina Finance, net profit for the six months through September rose 74% year over year to ¥619.7 billion, while basic operating cash flow increased 63% to ¥728.1 billion. The company also raised its full-year basic operating cash flow forecast to ¥1.38 trillion from ¥1.25 trillion; both forecasts could reach record highs. Higher commodity prices and gains from asset sales supported profit growth, while higher costs and weak market conditions weighed on salmon farming and overseas grain trading. Mitsubishi Corp. kept its full-year dividend forecast unchanged at ¥125 per share.

The Reserve Bank of India (RBI) has established a technical advisory committee to engage with market participants on policy and operational issues as financial markets and their infrastructure evolve rapidly. According to Sina Finance, the committee will be chaired by the deputy governor responsible for financial markets regulation and has seven external members, including representatives from State Bank of India, Axis Bank, ICICI Bank, Citi India, Clearing Corporation of India and Morgan Stanley India; former Indian market regulator senior official Ananth Narayan is also a member. The committee will examine the operation, efficiency, liquidity and resilience of money markets, government securities markets, foreign exchange markets and related derivatives, as well as trading, clearing, settlement, reporting and other market infrastructure issues, including associated regulatory and operational frameworks. The RBI announced the committee at its monetary policy review meeting in October, and it will meet at least once a quarter.

Major semiconductor equipment makers are nearing completion of supply contracts for 2028, with some also discussing purchase orders for equipment available in 2029. According to ChainCatcher, South Korea’s Electronic News reported on November 3 that Applied Materials, ASML, Lam Research, Tokyo Electron and KLA are among the companies in the final stages of contract discussions. Demand to install front-end manufacturing equipment in fabs quickly has surged. Key equipment partners of TSMC, Micron and Intel are developing supply strategies for 2029, while some South Korean equipment companies that deal directly with overseas manufacturers are reviewing supply plans two to three years ahead. Contract talks typically begin six to 12 months before equipment is installed, and delivery takes about three to six months after an order is placed. Ongoing AI infrastructure investment and large-scale spending by semiconductor manufacturers have more than doubled equipment delivery times compared with normal levels; lead times for some categories exceed two years. As a result, contracts are being advanced by one to two years. ASML said last month that it expects no interruption in lithography equipment supply through 2028 and is studying options to expand future capacity. A global equipment executive said discussing supply three years ahead is unusual and expected the trend to continue through 2030. Another industry source said early equipment commitments could spread to back-end manufacturing as front-end and back-end investment proceed in parallel. Samsung Electronics and SK hynix are continuing fab investments and may need to secure core process equipment earlier.

An unidentified address's BTC short position was liquidated six times within two hours, totaling 199.83 BTC. According to ChainCatcher, Lookonchain valued the liquidations at approximately $15.45 million.

BNB Standard Corporation has appointed SkyBridge Capital founder Anthony Scaramucci as an independent director. According to ChainCatcher, the company is a BNB treasury firm.

Jim Cramer says tech stocks lack the capitulation signal he sees as marking a bottom and is holding back purchases after the Nasdaq 100 closed 10.4% below its record. Funding worries hit Oracle, which fell almost 9% on Nov. 2 after announcing a $20 billion debt and stock sale, according to BeInCrypto. Cramer said Friday’s 4.1% Nasdaq 100 drop brought despair but no strong-close reversal on heavy volume; he said the correction may still have set a low. He said Advanced Micro Devices and Arista Networks could lead a rebound if investors favor companies avoiding major capital raises.

韓国は、63億ドル規模のバイナンスへのハッキング事件を受け、国家サイバーセキュリティ機関の設立を検討している。この提案は、増大するサイバー脅威、AIを活用した攻撃、そして官民連携強化の必要性を強調している。

シンガポール航空は、アマデウスのデータ侵害により4万6000件の予約記録が流出したことを確認した。個人の旅行情報が漏洩したことで、航空会社のサプライチェーンにおけるサイバーセキュリティへの懸念が高まっている。

トランプ氏の中間選挙での敗北は、アメリカ国民の経済政策および国内政策に対する不満を反映しており、今後2年間の彼の立法課題はより大きな制約に直面するだろう。暗号資産業界は選挙に多額の投資を行ったため、暗号資産規制政策はより注目を集めることになるだろう。

近年、一流プロジェクトが不足していることは、必ずしも業界の衰退を示すものではなく、むしろ、業界が急速で規制のない成長期から、成熟した競争的な段階へと移行している兆候であると言えるだろう。

ハッカーたちは、エンジニアの個人用コンピュータから取引所のコアウォレットシステムに至るまで、あらゆるものに侵入するのに約5ヶ月を費やした。

ロシアは初の組織的な仮想通貨取引市場の開設準備を進めているが、国際的な制裁措置や投資家の需要に対する懸念が、モスクワ証券取引所によるデジタル資産への最新の進出を複雑化させる可能性がある。

バイナンスウォレットのハッキング攻撃、働く人はどれほどのトラブルを引き起こすのか？バイナンスは、従業員が秘密裏にインタビューを行ったためにハッキングされた。Jinse Financeによると、今最も気になるのは、バイナンスがトラブルを引き起こした従業員にどう対処するのかということだ。

米中間選挙当日、予測市場では民主党が上下両院を制する確率を82％と予測し、賭け金総額は14億8000万ドルを超え、過去最高を記録した。これらの予測が的中するかどうかは、この新興産業の信頼性を左右するだろう。

UbuntuおよびRed Hatシステムにおいて、ほぼ完璧なLinuxカーネルの脆弱性が未修正のまま残っている。Anthropicが開発した未公開の大規模モデルは、この脆弱性を巧妙に悪用し、リモートからroot権限を取得できる高リスクのエクスプロイトチェーンへと変換することに成功した。

モバイルインターネットが急成長していた頃、配車サービスやフードデリバリーサービスは、利用習慣を定着させるために補助金に頼っていた。金利引き上げを伴うステーブルコイン投資も同様の戦略をとっている。まず資金を集め、その後収益向上を目指すのだ。