据金十数据报道，Meta Platforms(META.O)在Muse应用中推出Spaces功能。

Argentine global bonds are on track for their worst week in over a year as a global retreat from risk coincides with growing investor anxiety over next year’s presidential election, according to Bloomberg.

European shares fell Friday, erasing most of their weekly gains as global stocks declined and volatility rose amid concerns that a Democratic sweep of Congress in the United States could affect AI trades. According to Sina Finance, the Stoxx Europe 600 fell 1% at the close, less than the S&P 500’s 4.4% drop on Thursday and the Nasdaq 100’s 6.4% plunge, its worst single-day performance since March 2020. By the European close, the two U.S. indexes had risen about 0.9% and 1.9%, respectively. Most European sectors fell Friday, while travel and leisure stocks gained. The Stoxx 600 pared losses as U.S. stock futures rose, even as resilient U.S. economic data reinforced bets on a Federal Reserve rate hike next month. Global markets saw sharp swings this week as investors rapidly exited AI trades and moved into more defensive assets. MPPM Head of Trading Guillermo Hernandez Sampere said portfolio reallocation was to be expected and high volatility could persist for several more days, but the risk of a prolonged correction did not yet appear high. Teleperformance SE fell 15% after lowering its full-year sales growth guidance. Glanbia Plc fell 8.5% after Morgan Stanley downgraded the Irish nutrition products maker to underweight. Panmure Liberum strategist Joachim Klement said investors were tired and few new buyers were entering AI trades, adding that this was bearish for technology stocks and the broader market. Despite Friday’s decline, European equities are becoming one of the more attractive markets. With technology stocks highly volatile, stable industrial companies, banks, defensive leaders and the region’s many commodity companies are considered attractive.

Treasuries gave back part of this week’s steep gains, driven by haven demand, as strong jobs data supported a rebound in technology shares, Bloomberg reported. JPMorgan Asset Management portfolio manager Priya Misra discussed Treasuries as a safe-haven trade amid AI volatility.

Lyft Chief Executive Officer David Risher said the company takes up to 30% of the fees riders pay and that driver supply is at an all-time high, according to Bloomberg. He also discussed Lyft’s latest earnings report, integrating acquired companies and rising e-bike prices in New York City.

According to CNBC, Nvidia rebounded more than 3% Friday, returning to positive territory for 2026. Moderna gained 7% after beating third-quarter earnings estimates and raising its 2026 revenue growth outlook to 15% to 25%, from no more than 10%. IonQ rose 17% after lifting its full-year revenue guidance to $505 million to $515 million, above analysts’ $456.2 million estimate. Airbnb jumped 11% as third-quarter earnings of $3.16 per share and revenue of $4.87 billion topped estimates. Firefly Aerospace surged nearly 30% after announcing a roughly $1.3 billion agreement with AST SpaceMobile to provide 36 rocket engines and license the engines’ intellectual property.

According to ChainCatcher citing CNBC, OpenAI CFO Sarah Friar said on Friday that the company’s AI infrastructure investment plans would not change based on the U.S. midterm election results. OpenAI will continue working with major hyperscale cloud providers and use financing to meet customer demand for AI. Friar said the election outcome would not significantly affect the business, while the company would step up engagement with local communities and work to build trust as data centers receive more attention. In the midterms, only one of 41 local data center-related ballot measures across 10 states did not support restricting construction or opposing measures in favor of development. Voters’ main concerns included higher electricity bills, environmental damage and effects on employment. Friar said OpenAI confidentially filed an IPO application with the U.S. Securities and Exchange Commission in June and is considering a 2027 listing. The company is also discussing a new funding round at a $1.25 trillion pre-money valuation. She said demand for AI is real and continues to grow.

According to Jin10, market sources say Microsoft (MSFT.O) is gradually ending deals related to renting AI cloud computing capacity from Oracle (ORCL.N).

On Polymarket, the “Luca Van Assche” option in the Rolex Paris Masters match market against Rinky Hijikata fell to 46.5% from 64.5% one hour earlier, a drop of 18%. According to ChainCatcher, the odds were monitored on the prediction market.

Menlo Ventures最新报告显示，美国企业开源模型支出中中国模型占89%，Kimi以61%居首。

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。

华尔街抛出橄榄枝，Hyperliquid为何冲高回落？本文拆解HYPE从97.9美元新高到跌逾19%背后的四重压力。

段永平说85%的大众根本不适合投资，而我认为至少有一半人不是在投资，是在赌博。

人民银行点名公链品牌推广违规，曼昆律师解读境内团队的活动与合规风险。

诺奖得主阿吉翁以熊彼特式增长范式拆解 AI 的增长效应，并给出政府在产业政策、教育、税收与国际合作上的四项新职能。

美股一夜蒸发3万亿美元，AI产业链遭遇暴力去杠杆，恐慌背后是数据中心审批与政策风险共振。

韩国交易所“仅本国首发”的上币占比已从2019年的85%降至2024年的9%，但首日成交偏薄正成为交易所的新难题。

英伟达用残值兜底、产能包销和股权投资为AI工厂制造融资能力，但3000亿美元表外承诺正把尾部风险集中到上游。

Alphabet 单日市值蒸发近 5000 亿美元，广告增速与搜索量首次背离；当 AI 代理替人比价下单，广告模式的根基正在松动。