According to CNBC, SpaceX shares rose 6% in early trading Friday after falling nearly 13% on Wednesday and Thursday following the Nov. 3 election. Deutsche Bank reiterated its buy rating and $250 price target. Analyst Edison Yu said political retribution risks against Elon Musk may be more a matter of perception than reality, citing SpaceX’s near-monopoly in rocket launches and its companies’ dealings primarily with executive branch agencies, which remain under Republican control. Yu also said most of SpaceX’s computing capacity is expected to be outside Texas in 2027E, at 8-10 GW, and does not affect the bank’s near-term estimates.

AI and semiconductor stocks sold off sharply on Thursday after Republicans suffered a major midterm election defeat, prompting investors to reassess the outlook for data center construction. According to Sina Finance, investors are evaluating how Democratic control of Congress could affect technology regulation and the AI boom; U.S. technology stocks showed signs of recovery early Friday. Nvidia fell 9.3% on Thursday, AMD dropped 17.3%, Microsoft lost 3.6%, Micron Technology declined 17.5%, Broadcom fell 10.4%, Tesla dropped 10.8%, and SpaceX fell 9.1%. AI-focused cloud providers NBIS, IREN, and CRWV fell 15%, 17%, and 10%, respectively. Capital.com senior financial markets analyst Kyle Rodda wrote that investors were assessing the potential effects of Democratic control of Congress on technology regulation and the AI boom. He said political and regulatory risks had added to pressure on an AI trade already facing high interest rates, heavy capital spending, and uncertain returns. Disappointing quarterly results and signs of slower AI spending growth have also weighed on the market. Local ballot measures in 10 states on Tuesday sought to constrain data center construction. Research by the International Data Center Association found that community opposition led to at least 46 AI data center projects in 20 states being rejected, withdrawn, or stalled from January 2024 through May 2026. The projects represented more than $170 billion in announced investment. Yorkville Ives & Co. partner Dan Ives said investors were concerned that the election could slow construction of the 800 to 1,000 data centers expected to support the AI revolution, and that Democratic control of Congress, particularly the Senate, could create significant obstacles for the industry over the next two years. Goldman Sachs estimated that AI-related capital spending on computing, data centers, and power could total $7.6 trillion from 2026 through 2031. Barclays U.S. credit strategy head Dominique Toublan said local opposition could raise construction costs without stopping projects altogether. Ives said the growth rate of large technology companies’ capital spending could peak in 2027, earlier than his previous 2028–2029 estimate.

According to Jin10, S&P downgraded Mercedes-Benz's rating to A- and assigned a stable outlook.

CoinGlass data showed $73.3947 million in crypto liquidations over the past hour, including $53.1487 million in long positions and $20.246 million in short positions. According to Odaily, BTC liquidations totaled $35.72 million.

According to CNBC, Jim Cramer said the bullish case for the multitrillion-dollar data center buildout had taken a hit. Democrats flipped both houses of Congress and won several key gubernatorial races in the midterm elections, after which stocks swung sharply as investors assessed the outlook.

UK savers are withdrawing money from pensions earlier than usual ahead of next April’s introduction of inheritance tax on unspent defined-contribution pensions, according to Bloomberg.

Maxine Waters, the House Financial Services Committee’s top Democrat, announced in a letter to colleagues that she is running to chair the committee. According to Foresight News, Waters said she would pursue legislation to address what she called U.S. President Donald Trump’s crypto corruption, establish strict but fair rules for legitimate crypto businesses, and create safeguards for consumers, small businesses, community banks, and the financial system. She also said she would regulate predatory lending and platforms, including prediction markets, and strengthen oversight of the private equity industry. Waters has served as the committee’s Democratic ranking member since 2013. Her bid faces a challenge from Illinois Rep. Sean Casten. Illinois Rep. Bill Foster is also considering a run but currently leans against entering the race.

The Algorand Foundation has indefinitely paused its Project King Safety roadmap and shelved proposals to remove ALGO’s supply cap, enable and capture MEV, and raise minimum transaction fees. According to Foresight News, the foundation said its commitment to extend staking rewards through January 2028 remains unchanged. It may still introduce or adjust usage-based fees, including charges for Falcon-1024 post-quantum account-signature transactions. The foundation will indefinitely pause its xGov grants program starting December 6. It will close the Algorand forum on November 6, retaining a read-only archive, end the company-operated Ecosystem Advisory Committee, and stop sponsoring the Algorand Technical Committee. The foundation said its new management will focus on building a sustainable network model that generates revenue. Its next priority is to extend its post-quantum security capabilities to the wider Web3 and digital asset ecosystem for custodians, wallet providers, issuers, and other networks.

According to ChainCatcher, the University of Michigan’s preliminary survey showed U.S. consumer confidence rose about 6%. Confidence improved among low- and middle-wealth consumers but fell 5% among high-wealth consumers. High prices continued to erode living standards, with 57% of respondents citing the cost of living. Inflation expectations fell to 4.3% for the coming year and 3.4% over the long term.

メンロ・ベンチャーズの最近のレポートによると、米国企業によるオープンソースモデルへの支出のうち、中国製モデルが89％を占めており、中でもKimiが61％でトップとなっている。

Jinse Financeは、AI、DeFi、DAO、NFT、メタバース業界に関する最新かつ最速のニュースを提供する「Jinse Web3.0 Daily」を創刊しました。

ウォール街が和解の手を差し伸べた後、ハイパーリキッドはなぜ急騰し、その後下落したのか？この記事では、HYPEの株価が97.9ドルの史上最高値から19%以上下落した背景にある4つの要因を分析する。

段永平氏は、一般市民の85％は投資に向いていないと述べたが、私は少なくともその半数は投資ではなくギャンブルをしていると思う。

中国人民銀行は、プロモーション活動における違反行為を理由に、複数のブロックチェーン関連企業を名指しで非難した。弁護士のマンキュー氏が、国内企業の活動とコンプライアンスリスクについて解説する。

ノーベル賞受賞者のアルジョンは、シュンペーターの成長パラダイムを用いてAIの成長効果を分析し、産業政策、教育、課税、国際協力の分野における政府の4つの新たな役割を提案している。

米国株式市場は一夜にして3兆ドルを失い、AI産業チェーンは激しいデレバレッジに見舞われた。このパニックの背景には、データセンターの認可と政策リスクへの反響があった。

韓国の取引所に上場されているコインのうち、「韓国国内でのみローンチされた」コインの割合は、2019年の85%から2024年には9%に減少する見込みだが、初日の取引量の少なさが取引所にとって新たな問題になりつつある。

Nvidiaは、AI工場建設資金を調達するために、残存価値保証、設備買収、株式投資などを活用しているが、3000億ドルに上るオフバランスシートの債務は、テールリスクを上流工程に集中させている。

Alphabetの時価総額は1日で5000億ドル近くも減少した。広告収入の伸びが検索ボリュームの伸びから初めて乖離し、AIエージェントが価格を比較して他者に代わって注文を行うようになるにつれ、広告モデルの基盤が崩れつつある。