On November 4, Goldman Sachs reaffirmed its Buy rating on Advanced Micro Devices (AMD) and maintained its $700 price target. According to Sina Finance, analyst James Schneider said AMD’s latest results and guidance were strong and could support further share-price gains. Goldman Sachs said Intel’s weak guidance had lowered market expectations for the semiconductor industry, while AMD’s strong data center business and better-than-expected gross margin performance supported its share price; the company’s operating expense outlook was broadly in line with expectations. Goldman Sachs said investors will focus on whether AMD’s MI450 series AI chips can expand deployment at major customers as planned in the fourth quarter of 2027, and whether server CPU business growth can continue in 2027. Gross margin trends and changes in PC market demand will also affect AMD’s future earnings.

FinChain, a crypto-finance brand incubated by Fuxing Wealth Holdings, announced a partnership with Plume to launch FLEX & FINO, an on-chain yield-enhancement strategy offering leveraged returns on the yield-bearing RWA asset FUSD. According to Foresight News, the strategy lets users deposit FUSD as collateral, earn its underlying yield, borrow USDC and deploy the borrowed tokens in liquidity pools for additional returns. FUSD is backed by tokenized U.S. short-term Treasury securities and compliant money market funds. The product has a 90% utilization cap and, under baseline assumptions, a projected annual percentage yield of up to 7.2%. Redemptions settle on a T+2 basis, while interest settles between T+14 and T+30.

According to Jin10, spot gold rose more than 2% on Wednesday after Democrats won key races in the U.S. midterm elections, weakening the dollar and supporting gold prices. Investors were also awaiting U.S. nonfarm payroll data due later this week for clues about the Federal Reserve’s future policy path. Pepperstone Head of Research Chris Weston said that a weaker dollar and sharp declines in both nominal and real U.S. Treasury yields supported gold. He said investors wanted to hedge against the risk that the Trump administration could become less predictable and more confrontational, and that safe-haven demand appeared to create a favorable market environment for gold buyers. Democrats scored a decisive victory in the midterm elections, while global stocks fell and the dollar weakened. The weaker dollar made gold priced in dollars cheaper for overseas buyers.

According to Jin10, Goldman Sachs raised its Euro Stoxx 600 earnings-per-share growth forecast for 2026 to 18% from 15%, and its 2027 forecast to 7% from 5%.

Mitsubishi Corp. raised its net profit forecast for the fiscal year ending March 2027 to ¥1.2 trillion and approved a share buyback of up to ¥1 trillion. According to Sina Finance, net profit for the six months through September rose 74% year over year to ¥619.7 billion, while basic operating cash flow increased 63% to ¥728.1 billion. The company also raised its full-year basic operating cash flow forecast to ¥1.38 trillion from ¥1.25 trillion; both forecasts could reach record highs. Higher commodity prices and gains from asset sales supported profit growth, while higher costs and weak market conditions weighed on salmon farming and overseas grain trading. Mitsubishi Corp. kept its full-year dividend forecast unchanged at ¥125 per share.

The Reserve Bank of India (RBI) has established a technical advisory committee to engage with market participants on policy and operational issues as financial markets and their infrastructure evolve rapidly. According to Sina Finance, the committee will be chaired by the deputy governor responsible for financial markets regulation and has seven external members, including representatives from State Bank of India, Axis Bank, ICICI Bank, Citi India, Clearing Corporation of India and Morgan Stanley India; former Indian market regulator senior official Ananth Narayan is also a member. The committee will examine the operation, efficiency, liquidity and resilience of money markets, government securities markets, foreign exchange markets and related derivatives, as well as trading, clearing, settlement, reporting and other market infrastructure issues, including associated regulatory and operational frameworks. The RBI announced the committee at its monetary policy review meeting in October, and it will meet at least once a quarter.

Major semiconductor equipment makers are nearing completion of supply contracts for 2028, with some also discussing purchase orders for equipment available in 2029. According to ChainCatcher, South Korea’s Electronic News reported on November 3 that Applied Materials, ASML, Lam Research, Tokyo Electron and KLA are among the companies in the final stages of contract discussions. Demand to install front-end manufacturing equipment in fabs quickly has surged. Key equipment partners of TSMC, Micron and Intel are developing supply strategies for 2029, while some South Korean equipment companies that deal directly with overseas manufacturers are reviewing supply plans two to three years ahead. Contract talks typically begin six to 12 months before equipment is installed, and delivery takes about three to six months after an order is placed. Ongoing AI infrastructure investment and large-scale spending by semiconductor manufacturers have more than doubled equipment delivery times compared with normal levels; lead times for some categories exceed two years. As a result, contracts are being advanced by one to two years. ASML said last month that it expects no interruption in lithography equipment supply through 2028 and is studying options to expand future capacity. A global equipment executive said discussing supply three years ahead is unusual and expected the trend to continue through 2030. Another industry source said early equipment commitments could spread to back-end manufacturing as front-end and back-end investment proceed in parallel. Samsung Electronics and SK hynix are continuing fab investments and may need to secure core process equipment earlier.

An unidentified address's BTC short position was liquidated six times within two hours, totaling 199.83 BTC. According to ChainCatcher, Lookonchain valued the liquidations at approximately $15.45 million.

BNB Standard Corporation has appointed SkyBridge Capital founder Anthony Scaramucci as an independent director. According to ChainCatcher, the company is a BNB treasury firm.

Jim Cramer says tech stocks lack the capitulation signal he sees as marking a bottom and is holding back purchases after the Nasdaq 100 closed 10.4% below its record. Funding worries hit Oracle, which fell almost 9% on Nov. 2 after announcing a $20 billion debt and stock sale, according to BeInCrypto. Cramer said Friday’s 4.1% Nasdaq 100 drop brought despair but no strong-close reversal on heavy volume; he said the correction may still have set a low. He said Advanced Micro Devices and Arista Networks could lead a rebound if investors favor companies avoiding major capital raises.

한국은 63억 달러 규모의 바이낸스 해킹 사건 이후 국가 사이버보안 기구 설립을 검토하고 있다. 이번 제안은 증가하는 사이버 위협, 인공지능(AI) 기반 공격, 그리고 민관 협력 강화의 필요성을 강조한다.

싱가포르항공은 아마데우스 데이터 유출 사고로 4만 6천 건의 예약 기록이 유출됐다고 확인했습니다. 개인 여행 정보가 노출되면서 항공사 공급망의 사이버 보안에 대한 우려가 커지고 있습니다.

트럼프의 중간선거 패배는 그의 경제 및 국내 정책에 대한 미국 유권자들의 불만을 반영하며, 향후 2년간 그의 입법 의제는 더욱 큰 제약에 직면할 것입니다. 암호화폐 업계는 이번 선거에 막대한 투자를 했기에, 암호화폐 규제 정책에 대한 관심이 더욱 높아질 것으로 예상됩니다.

최근 몇 년간 최고 수준의 프로젝트가 부족했던 것이 반드시 업계의 침체를 의미하는 것은 아닙니다. 오히려 이는 업계가 급속하고 규제가 없는 성장기를 거쳐 성숙하고 경쟁적인 시장으로 전환하고 있다는 신호일 수 있습니다.

해커들은 엔지니어들의 개인 컴퓨터에서 시작해 거래소의 핵심 지갑 시스템에 침투하는 데 거의 5개월을 소요했습니다.

러시아는 최초의 조직적인 암호화폐 거래 시장 개설을 준비하고 있지만, 국제 제재와 투자 수요에 대한 의구심이 모스크바 증권거래소의 디지털 자산 진출 시도를 복잡하게 만들 수 있다.

바이낸스 지갑 해킹 사건, 직장인들이 얼마나 큰 문제를 일으킬 수 있을까요? 바이낸스는 한 직원이 몰래 인터뷰를 진행한 탓에 해킹당했습니다. 진세파이낸스(Jinse Finance)는 이제 바이낸스가 이 문제를 일으킨 직원을 어떻게 처리할지 궁금해하고 있습니다.

미국 중간선거 당일, 예측 시장에서는 민주당이 상하 양원을 모두 장악할 확률을 82%로 예상했고, 총 베팅액은 14억 8천만 달러를 넘어 사상 최고치를 기록했습니다. 이러한 예측이 실현될지 여부는 이 신흥 산업의 신뢰도를 직접적으로 좌우할 것입니다.

우분투 및 레드햇 시스템에서 거의 완벽한 리눅스 커널 취약점이 패치되지 않은 채 남아 있습니다. 앤트로픽이 개발한 미공개 대규모 모델은 이 취약점을 원격으로 루트 권한을 획득할 수 있는 고위험 공격 체인으로 성공적으로 변환합니다!

모바일 인터넷이 붐을 일으켰을 때, 차량 호출 및 음식 배달 서비스는 보조금을 통해 이용 습관을 조성했습니다. 이자율 인상을 동반한 스테이블코인 투자도 이와 유사한 전략을 가지고 있습니다. 먼저 자금을 유치한 후, 그 결과로 수익을 창출하는 것입니다.