Singapore iron ore futures extended their decline on Thursday, falling for a fourth consecutive day. According to Sina Finance, the most-active contract dropped as much as 1.6% to $90.70 per ton, its largest intraday decline in three weeks, before recovering to $90.90 at 1:19 p.m. local time. Dalian iron ore futures fell as much as 2%, while Shanghai rebar futures used in construction dropped as much as 0.7%.

U.S. inflation exceeded expectations for a third consecutive month in October, prompting Wall Street firms to raise their forecasts for further Federal Reserve rate increases. According to Sina Finance, citing Reuters, all 101 economists surveyed on November 10 expected a 25-basis-point rate hike in December; 56 said it would be the final increase of the tightening cycle, while 45 expected at least two more hikes. The U.S. Labor Department reported that October’s consumer price index rose 0.4% month over month, above the 0.3% forecast, while core CPI increased 0.3%, exceeding the 0.2% estimate. After the release, the market-implied probability of a 50-basis-point December hike rose to 11.6% from nearly zero. Citigroup still expects a 25-basis-point increase but said the risk of a 50-basis-point move had risen. Fed Governor Christopher Waller had said the Fed should consider a 50-basis-point hike if core CPI rose at least 0.3% in October. Goldman Sachs now expects 25-basis-point hikes in December and March 2027, revising its earlier forecast that the cycle would end in December. It also pushed its forecast for the first rate cut from September 2027 to December 2027, followed by 25-basis-point cuts in March, June, and September 2028. Chief U.S. Economist David Mericle said he expected inflation to decline significantly by the end of 2027 as price pressures related to tariffs, energy, and artificial intelligence ease. Deutsche Bank added a forecast for a 25-basis-point hike in January 2027 to its previous calls for increases in December 2026 and March 2027. It sees the target range rising from 3.75%-4.00% to 4.50%-4.75% over three consecutive meetings.

今後、仮想通貨市場が本格的な強気相場を迎えなかった場合、どうなるのでしょうか？ブロックチェーンの開発は停止するのでしょうか？ステーブルコインや株式トークン化は継続されるのでしょうか？

Industry sources said Thursday that South Korean instant noodle exports are expected to grow 30% in 2027 from this year, driven by expanded production capacity. According to Sina Finance, exports rose 26% to $1.59 billion from January through October this year, exceeding last year's full-year total of $1.52 billion and its 22% growth rate. A source in the industry said investments by major instant noodle producers in production facilities are expected to continue supporting export growth next year. Nongshim, a leading South Korean instant noodle maker, opened its first plant dedicated to exports last month in Busan, a southern port city. About 40% of the company's instant noodle sales currently come from overseas markets, including the United States, China and Japan. Nongshim operates seven plants in South Korea and six overseas—two in the United States and four in China—and sells flagship products such as Shin Ramyun, Chapagetti and Neoguri worldwide. Samyang Foods, known for its globally popular Buldak noodles, is expanding capacity to meet rising demand. Its sales totaled 2.28 trillion won, about $1.7 billion, from January through September this year, nearly matching its full-year total of 2.35 trillion won last year. Last July, Samyang began construction of its first overseas production base in China, which is scheduled to begin operations in January 2027. On Wednesday, the company announced plans to invest 218.6 billion won in its second overseas plant, in Vietnam, which is expected to be completed in 2029. Meanwhile, South Korean exports of agricultural, fishery and food products rose 6.1% year over year to $10.85 billion in the first 10 months of this year.

Tencent founder Pony Ma said he is willing to deploy half of the company’s 100,000-strong workforce to AI-native businesses and urged employees to embrace the technology, according to Bloomberg.

The Hague court rejected Jaguar Land Rover’s application to preserve evidence, including a request to search BYD offices and obtain internal research files. According to Sina Finance, the judge ruled that evidence collected during an August search of BYD’s European headquarters was unrelated to the alleged copying and ordered Jaguar Land Rover to destroy it or return it to BYD within 24 hours. Noncompliance could result in a fine of €50,000 per hour, and Jaguar Land Rover was ordered to pay BYD €25,376.57 in legal costs. The dispute concerns whether BYD’s Ti7 SUV copied the design of Jaguar Land Rover’s Defender. The Ti7 is planned to go on sale in the United Kingdom in January 2027. The court said Jaguar Land Rover had not shown that the Ti7 had caused it harm, as the vehicle had not yet launched in the European Union. Jaguar Land Rover had also sought a €500,000 fine against BYD, arguing that BYD failed to comply with an evidence seizure order.

Web3 infrastructure company Chainstack reported that attackers accessed customer account information and password hashes in a security incident. According to Foresight News, an external attacker used a third-party component to enter Chainstack’s development environment on October 26 and expanded access to some production systems on October 29; the company detected and blocked the access on October 31. The attacker accessed a customer account database containing organization names, account holders’ names, member email addresses, and password hashes. The node credential system was also affected. Although Chainstack found no evidence that the credentials were read, it is treating them as exposed. Chainstack said customer nodes, its console, and APIs were not modified. The company advised users to change their passwords, rotate node credentials, and regenerate platform API keys.

Former Malaysian Prime Minister Najib Razak is barred from political activities, media appearances and receiving visitors without permission under his house-arrest conditions, Home Affairs Minister Saifuddin Nasution Ismail said Thursday, according to Bloomberg.

日本は、報告されたサイバー攻撃の急増を受け、AIを活用したサイバー防衛、専門対応チーム、官民連携を拡大しており、国家レベルでの協調的なサイバーレジリエンス構築への転換を示している。

このAI界のゴッドファーザーは、Nvidiaを単独で時価総額1兆ドル規模に押し上げた人物だが、今やキャリアの崖っぷちに立たされている。

Hyperliquidのオーダーブックが構成可能になると、何が起こるのでしょうか？

Ledgerのソフトウェア開発キットは、デフォルトでユーザーの暗号通貨取引の詳細、ウォレットアドレス、デバイス情報をサーバーに送信しており、プライバシーに関する懸念が高まっている。Ledgerは、このデータはクリア署名機能をサポートするものであり、保存されないと説明しているが、批判者たちは、なぜ事前にユーザーに許可を求めなかったのかと疑問を呈している。

NVIDIAの取締役会は水曜日に社内会議を開き、ジェンセン・フアン氏の今後について決定を下すとともに、外部機関と協力して新たなCEO候補を選出した。ウォール街は、フアン氏が退任を余儀なくされた場合、AI業界全体に及ぼす直接的な影響を注視している。

イーサリアム財団の元従業員が、同財団、イーサリアム共同創設者のヴィタリック・ブテリン氏、および他の4人の被告を相手取り訴訟を起こした。訴状によると、彼女は癌の診断を公表し、物議を醸した雇用方針に対する職員の反対運動を組織したわずか2週間後に解雇されたという。

バイナンスの共同CEOである何毅氏、リチャード・テン氏、および最高セキュリティ責任者のジミー・シュー氏は、10月30日にバイナンスの公開スペースで発生した重大なセキュリティインシデントについて声明を発表した。

企業は数十年にわたり、ロボットによる侵入経路の遮断に尽力してきたが、今やAIエージェントの受注を巡ってしのぎを削っている。

NvidiaはAIチェーン全体の要です。クラウドベンダーの設備投資、コンピューティングパワーリース会社の負債、モデリング会社の企業価値評価はすべてNvidiaの供給不足に賭けており、この前提を支持しているのがジェンセン・フアン氏です。誰もフアン氏のせいでAIバブルが崩壊することを望んでいませんよね？