Evercore ISI reiterated its Outperform rating on Apple and maintained its $380 price target after the company released its fiscal 2026 Form 10-K annual report on November 4. According to Sina Finance, the target implies about 14.5% upside from the latest share price of $331.90, while Apple’s manufacturing purchase commitments rose by approximately $33 billion from the previous quarter to $89.7 billion, with $82.7 billion due within the next 12 months. Evercore said the increase in commitments may be mainly related to purchases of memory chips, particularly NAND flash, reflecting Apple’s efforts to strengthen supply-chain reserves. Apple listed Siri AI for the first time as a service included with purchases of iPhone, Mac, and iPad devices, and deferred some device sales revenue for recognition during the period in which the related services are provided. Deferred revenue increased about 8% year over year to $14.8 billion, indicating that AI services have been incorporated into the company’s device sales and revenue recognition framework. Apple’s quarterly inventory rose by approximately $3.4 billion from the previous quarter to $14.5 billion. Component inventory increased by about $2.8 billion to $10.4 billion, up approximately 37% from the previous quarter, indicating that the company is building inventory for future hardware deliveries.

India’s Nifty 50 rose 0.17% to 23,850.35 on Wednesday, while Asian chip-heavy markets fell more than 3%. Tax-relief hopes, renewed foreign buying and the index’s lower exposure to AI hardware are supporting it, according to BeInCrypto. Global funds bought a net $2 billion of Indian stocks in the last two weeks of October, reversing the earlier rotation toward Korea and Taiwan. Brent crude near $103 a barrel and the lack of a tax-relief timeline remain risks.

According to Jin10, Industrial Bank Chief Economist Jia Yang Groen said Democratic control of the House could have the greatest impact on the U.S. Treasury market among the possible outcomes of the U.S. midterm elections. He said losing the House and its budgetary powers would make it difficult for the Trump administration to pursue further tax cuts or other expansionary fiscal policies. Groen said the resulting fiscal-policy stalemate would reduce the likelihood of further spending increases, lower the risk of continued fiscal deterioration and limit upward pressure on long-term Treasury yields. He added that the Democrats’ narrow congressional majority, the Senate filibuster rule and the president’s veto power would significantly constrain efforts to increase spending.

According to Jin10, MissionSquare Chief Investment Officer Shari Hensrud said market expectations for the October U.S. employment report were modest, but its key figures should be treated cautiously. Three of the past four reports were revised down, reducing payrolls by a cumulative roughly 150,000 jobs, while average monthly job gains over the past three months were about 50,000. Hensrud also noted that Brent crude briefly approached $118 a barrel in October and long-term Treasury yields fell below 5%. She said these factors might not be fully reflected in the report, and their effects on hiring were expected to emerge in November and December. She added that the negative impact of higher energy costs could outweigh the improvement from lower borrowing costs.

Padmanabh Sinha, who previously co-led Temasek Holdings’ India operations, will lead Motilal Oswal Financial Services’ alternative-investment business, Bloomberg reported, citing a company statement. The firm is bolstering its leadership team.

According to Jin10, JPMorgan withdrew 64,300 ounces in one day, accounting for more than 97% of withdrawals. Total gold inventories recorded a net outflow of 62,400 ounces, while registered stocks rose by 375 ounces. Three vaults held 71.4% of inventories.

According to CNBC, Novo Nordisk raised its full-year outlook as sales of its Wegovy pill exceeded estimates. The Danish drugmaker also posted quarterly earnings ahead of expectations early Wednesday.

According to Jin10, Russell Investments senior investment strategist Bei Chen Lin said in a report that if U.S. job growth in October reaches 65,000, it would clearly indicate that the labor market remains resilient. The U.S. October jobs report is due Friday. The forecast is slightly above the 59,000 jobs economists expected in a Wall Street Journal survey. Lin said this would give the Federal Reserve more room to focus policy on the inflation side of its dual mandate. He noted that ongoing energy shocks have driven inflation higher, while wage growth has remained relatively moderate. Lin also said that although job growth is currently spread across more industries than in 2024, a small number of sectors still play a key role.

민주당이 상하 양원을 모두 장악한다면, 트럼프의 가장 인기 없는 정책들을 뒤집는 동시에 일련의 인기 법안들을 신속하게 통과시키기 위한 "입법 공세"에 돌입할 가능성이 있다.

On November 4, Jefferies reiterated its Buy rating on CrowdStrike and maintained its $240 price target. According to Sina Finance, Jefferies said CrowdStrike’s two recently announced acquisitions in AI security and its partnership with Dynatrace would broaden its cybersecurity platform and strengthen its competitiveness in AI security monitoring, vulnerability detection, and enterprise security infrastructure. CrowdStrike plans to acquire Fiddler AI for $400 million, using its AI observability technology to monitor AI agents’ operating intent and behavioral deviations, addressing gaps in traditional identity and access control systems. The company also plans to acquire Dreadnode for $95 million to strengthen simulated attack testing for AI systems and support development of security products including Guardian and SafeMind. Jefferies said the Fiddler AI acquisition and Dynatrace partnership would help CrowdStrike expand its infrastructure security business and strengthen its security information and event management (SIEM) platform through more cost-effective, real-time telemetry collection.

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!