CoreWeave stock rose 7.9% to $52.58 in after-hours trading Tuesday after the company raised its full-year 2026 revenue outlook to $13 billion to $13.3 billion, rebounding from a 52-week low of $40.58 on November 5. Third-quarter revenue climbed about 168% year over year to $3.66 billion, above the company’s $3.45 billion to $3.60 billion forecast, while its $1.27 per-share net loss was narrower than analysts’ expected $1.45 loss, according to BeInCrypto. Revenue backlog increased to about $132.5 billion from $104 billion in June, and the adjusted operating income target rose to $1.275 billion to $1.375 billion. The quarter also showed mounting financing costs: net interest costs reached $846 million, up from $310 million a year earlier, while operating income was $207 million and the net loss was $709 million. CoreWeave expects fourth-quarter interest expense of $1.05 billion to $1.15 billion and now forecasts 2026 capital spending of $37 billion to $39 billion. CEO Michael Intrator said the company expects about $9 billion in customer prepayments and deposits within three months, while CFO Nitin Agrawal said it does not intend to issue more unsecured parent-level debt at current yields through 2027, though it plans debt tied to customer contracts in the coming weeks. The stock’s November 5 decline came amid a broader AI selloff, when the Nasdaq-100 fell 6.36%; Fundstrat’s Tom Lee linked the selloff to concerns that a Democratic Congress would curb AI spending.

According to ChainCatcher citing IT Home, OpenAI will discontinue ChatGPT’s Advanced Voice Mode and Standard Voice Mode on December 11, 2026, and focus development resources on GPT-Live. OpenAI began notifying users on November 10; both modes will remain available until December 11. On that date, the modes will be removed from the Voice settings, and users who selected either one will switch automatically to GPT-Live. Past voice conversation records will be retained, and users can continue those conversations by text or with GPT-Live. Because GPT-Live does not yet support real-time video or screen sharing, those features will continue to use Advanced Voice Mode. Voice conversations with custom GPTs will also continue to use Advanced Voice Mode until December 11.

According to Jin10, ECB Governing Council member Joachim Nagel said Germany’s economic growth could accelerate in the fourth quarter. Germany’s economic recovery is stronger than expected.

Korea Investment Management CEO Bae Jae-kyu has proposed using windfall-tax revenue from the semiconductor boom to create a long-term backstop for Korean stocks and build assets for younger generations. According to Sina Finance, his plan would establish a self-financing fund that buys shares over time in proportion to market capitalization and eventually distributes its holdings to the next generation, including newborns. Bae wrote on social media on the 11th that he wanted to combine the government’s proposed Future Growth Fund with a stock-market stabilization mechanism. The proposal would direct the additional tax revenue into long-term investments in Korean-listed stocks and global assets such as those in the MSCI indexes, rather than consumer spending programs. The government would make systematic, ongoing purchases of companies listed on the main board and KOSDAQ. Under the proposed compounding mechanism, each newborn would receive a beneficial interest in shares with a purchase cost of 50 million won, redeemable at age 30. Assuming an annualized total return of 5%, the amount would grow to about 216 million won after 30 years. The proposal comes as the KOSPI has experienced sharp swings in recent weeks and institutional buying that had absorbed foreign selling has largely disappeared. As of October, foreign investors had recorded seven consecutive months of net sales of Korean stocks. From the 2nd to the 6th of this month, they sold more than 10 trillion won in main-board shares; on the 5th alone, sales reached about 3.4 trillion won, and the KOSPI fell more than 5%. Calls to use public funds for a market stabilization fund have grown as domestic institutions, including pension funds, have limited resources. Bae said the plan would provide predictable long-term buying, support the market, and help young people achieve financial independence and learn about finance. He also said it was not an implementation plan developed through rigorous review by policy experts; funding, tax changes, and management independence would require careful consideration through legislation and institutional processes. Risks include price distortions, concentrated government voting power, potential losses of principal, and questions of fairness between generations. Bae is one of the pioneers of South Korea’s ETF market. In July, he criticized short-term speculation and urged investors to avoid leveraged single-stock and inverse ETFs, saying such products should “naturally disappear” from the market.

South Korea has pledged $20 million to an Asian Development Bank (ADB) trust fund supporting artificial intelligence development projects. According to Sina Finance, South Korea's Ministry of Economy and Finance said the pledge agreement for the Korea AI for Development Trust Fund was signed at the ministry's annual consultation meeting with the ADB in Seoul on Wednesday. The fund will support the operations of the Center for AI Innovation and Development, which is to be established in South Korea under an agreement reached by South Korea and the ADB in May this year. At the meeting, Vice Minister for International Economic Affairs Moon Ji-sung also briefed the ADB on South Korea's official development assistance policy and future direction. ADB Vice President Hae Kyong Yu, who oversees administration and corporate management, said the bank was willing to expand cooperation with South Korea in AI, digital transformation, private sector development, and climate change.

Hawkish Federal Reserve remarks and U.S. inflation above expectations fueled a sharp Treasury selloff on Tuesday. According to Sina Finance, trading paused Wednesday for the Veterans Day holiday, giving Treasury investors a temporary respite. Fed Governor Christopher Waller said at a London conference that he supported a 25-basis-point rate hike in December, but significantly higher-than-expected inflation could require stronger action. October’s Consumer Price Index rose 0.4% month over month, exceeding economists’ 0.3% forecast; core inflation, which excludes food and energy, also came in above expectations, pushing yields higher. BondBloxx Investment Management senior investment strategist JoAnne Bianco said markets had fully priced in at least a 25-basis-point December hike and were beginning to assign some probability to a 50-basis-point increase. BondBloxx’s base case remained a 25-basis-point hike in December, as the Fed could continue tightening at future meetings. Bianco said the path of monetary policy mattered more than the size of the next hike, and that economic data suggested rates might need to remain in restrictive territory longer than investors had expected. London Stock Exchange Group data showed that, after the CPI release, markets priced in 28 basis points of tightening in December, indicating an increased perceived likelihood of a 50-basis-point hike. Macquarie Group maintained its forecast for a 25-basis-point hike in December and another in March next year. Chief economist David Doyle said stronger-than-expected core inflation had tilted the risk around the timing of a hike further toward January next year.

2026年第3四半期には、Robinhood ChainがイーサリアムのL2ネットワークの取引手数料の80%を獲得したが、そのうち74%は12日間のトークン発行ラッシュによるものだった。

中国国家インターネット情報弁公室は、生成AI、アルゴリズム、深層合成、ブロックチェーンという4つのカテゴリーの申請を同一システムに統合し、「仮想通貨」「取引所」「ICO」といった用語をサービス名に使用することを禁止した。暗号通貨プロジェクトの一般的なアーキテクチャは、これらのカテゴリーに体系的に照合されている。

PEARLの運命を一言で表すなら、「やるならとことんやれ、さもなくば諦めろ」だ。

バイナンスは、米国財務省がMEXCを主要な資金洗浄の懸念対象取引所として指定したことを受け、MEXCとの取引をすべて停止した。米国は、MEXCが2021年5月以降、少なくとも160億ドル相当の不審な取引を処理したと主張しているが、調査員のZachXBT氏は、この数字は誇張されていると考えている。

ビットコインは、下落局面では価格面での支持があり、上昇局面では流動性制約があるなど、変動の激しい市場に直面している。

新たに提起された訴訟により、今年、イーサリアム財団の中核的な貢献者数名が退任した詳細が明らかになった。

AIバブルの最も危険な側面は、必ずしも技術自体に価値がないことではなく、企業が将来の市場を掴むために、事前に多額の資金を投入してしまう可能性があることだ。

AIを使えば、食事をする時間で融資契約書を作成することはできるが、100億ドルの預金を生み出すことはできない。

人工知能、計算能力、チップ、データ：リサ・スーがAMDに与えたもう一つの「コード」。ゴールデン・ファイナンス：CPUの台頭。

Google DeepMindは、複雑で長時間の処理タスク向けに特別に設計された「Google史上最もパワフルなモデル」と謳われるGemini 4 Carbonの正式リリースを発表した。