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.

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。