University of Michigan Surveys of Consumers Director Joanne Hsu says consumer sentiment remains very negative and sharply divided by income and wealth, according to Bloomberg. Speaking on “Bloomberg Open Interest,” Hsu says a one-day market drop may have little effect, but prolonged weakness could undermine wealthy consumers’ willingness to spend.

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Association found that community opposition led to at least 46 AI data center projects in 20 states being rejected, withdrawn, or stalled from January 2024 through May 2026.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.

최근 멘로 벤처스의 보고서에 따르면 미국 기업의 오픈 소스 모델 지출 중 89%가 중국 모델에 집중되어 있으며, 그중 키미(Kimi)가 61%로 선두를 달리고 있습니다.

진세파이낸스는 AI, DeFi, DAO, NFT 및 메타버스 산업에 대한 최신 소식을 가장 빠르게 제공하는 "진세 웹3.0 데일리"를 출시했습니다.

월가가 화해의 손길을 내밀었음에도 불구하고 하이퍼리퀴드(HYPE) 주가가 급등했다가 다시 하락한 이유는 무엇일까요? 이 글에서는 HYPE 주가가 사상 최고가인 97.9달러에서 19% 이상 하락한 배경에 있는 네 가지 요인을 분석합니다.

단용평은 일반인의 85%가 투자에 적합하지 않다고 말했지만, 제 생각에는 그중 절반 이상은 투자가 아니라 도박을 하고 있는 것 같습니다.

중국 인민은행은 홍보 활동에서 규정을 위반한 퍼블릭 블록체인 브랜드들을 공개적으로 비난했습니다. 변호사 만큐는 국내 팀들의 활동과 규정 준수 위험에 대해 분석했습니다.

노벨상 수상자인 아르종은 슘페터의 성장 패러다임을 사용하여 인공지능의 성장 효과를 분석하고 산업 정책, 교육, 조세 및 국제 협력 분야에서 정부가 수행해야 할 네 가지 새로운 기능을 제안합니다.

미국 증시는 하룻밤 사이에 3조 달러가량 하락했고, AI 산업 전반은 급격한 부채 축소를 겪었으며, 이러한 공황 상태의 배경에는 데이터센터 승인 및 정책 리스크에 대한 우려가 깔려 있었습니다.

한국 거래소에 상장된 코인 중 '국내 전용' 코인의 비율은 2019년 85%에서 2024년 9%로 감소했지만, 상장 첫날 거래량 저조는 거래소에 새로운 과제로 떠오르고 있다.

엔비디아는 잔존 가치 보증, 생산 능력 매입, 지분 투자를 통해 AI 공장을 구축하고 있지만, 3천억 달러에 달하는 재무제표 외 투자 약정은 잠재적 위험을 상류 부문에 집중시키고 있습니다.

알파벳의 시가총액은 단 하루 만에 거의 5천억 달러나 증발했고, 광고 성장률과 검색량 증가율이 처음으로 차이를 보이기 시작했습니다. 인공지능 에이전트가 가격을 비교하고 다른 사람들을 대신해 주문을 처리하면서 광고 모델의 기반이 무너지고 있습니다.