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.

人工知能のブームは、世界のコンピュータメモリ供給にますます大きな圧力をかけており、データセンターが限られたリソースを巡って競争する中で、一般消費者はハードウェア価格の高騰に直面している。

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.

ハイテク株のパニックはETFにも波及し、ビットコインは2日間で7万5200ドルまで下落し、金と並んで底値圏に沈んだ。「デジタルゴールド」という物語は、再びデータによって覆された。

マレーシアのペナン警察は、2026年10月9日から29日にかけて、詐欺電話センターと疑われる施設14か所を捜索し、主に外国人141人を逮捕した。逮捕されたのはこれらのグループで、偽の投資勧誘、恋愛詐欺、そして既に金銭を失った人々を標的にした別の詐欺など、複数の国で人々を騙した疑いが持たれている。

元OpenAIの研究者、匿名の半導体研究者、米国大統領、そして元ByteDance社員――経歴や役職に関わらず、彼らは皆、米国株への投資実績から「株式市場の達人」と呼ばれてきた。しかし、この称号は真の投資スキルを証明するものなのか、それとも単なる幸運に過ぎないのだろうか？

人工知能、投資、米国株、イーロン・マスク、バークシャー・ハサウェイ、米国株式市場暴落からの教訓：マスクの苦境、バフェットの神格化、K字型ダイバージェンス（ゴールデン・ファイナンス）、米国株式市場の急落、AIナラティブの勢いが衰える、K字型ダイバージェンス下の2つの運命。

Anthropicは、米国におけるPro、Max、Ultraの加入者向けに、Claudeの個人財務機能のベータ版をリリースした。これにより、加入者はPlaidを通じて銀行口座やカード口座を連携させ、支出に関する質問をすることができる。ただし、アクセスは読み取り専用であるため、Claudeが資金を移動させることはできない。

フランスが仮想通貨の課税および報告に関する規則を強化しようとする取り組みは、国民議会が2027年度国家予算案の歳入部分を否決し、上院に送られる法案から以前承認されていた仮想通貨関連の修正案3件を削除したことで、大きな後退を余儀なくされた。

今回の調整を経て、市場は新たな方向性を見出す必要があるかもしれないが、必ず転換点は訪れる。今は、より忍耐強く待つ必要がある。

人工知能、投資、米国株、キャシー・ウッド、米国株は一夜にして数兆ドルが消滅：AIバブルは崩壊したのか？ゴールデン・ファイナンス、米国AI株は魔法のような夜を経験。

S&P500指数は4.4%下落し、昨年4月にトランプ大統領が「解放の日」関税を発表して以来最悪の下げ幅となった。ナスダック指数はさらに悪化し、5.5%下落、時価総額は1日で2兆5000億ドルも減少した。市場は、民主党が政権を握った場合にAI関連規制が導入される可能性を懸念している。