Citrini analyst Jukan said on social media that the only explanation for Lumentum management accepting Marvell’s acquisition offer was a lack of confidence in the current AI growth cycle. According to ChainCatcher, Jukan said Lumentum’s management may believe the market will collapse in two to three years.

Anthropic's revenue for the third quarter ended September 30 approached $17 billion, up 12-fold from a year earlier, while losses and spending also increased. According to Odaily, the Claude developer reported a net loss of $23.3 billion for the quarter, compared with $12.1 billion a year earlier, and operating expenses of $17.5 billion, up 292%. A filing submitted to the U.S. Securities and Exchange Commission on Monday showed the company has $895 billion in contractual and other spending commitments, most related to computing capacity and infrastructure. About $448 billion is expected to be spent by the end of 2030, including roughly $70 billion in the 12 months through September 2027. Anthropic filed for an initial public offering on October 26 and plans to list before the U.S. Thanksgiving holiday. People familiar with the matter previously said the company is seeking to raise $86.2 billion or more, matching or exceeding the amount raised in SpaceX's IPO.

According to CNBC, Anthropic filed an amended Form S-1 with the Securities and Exchange Commission on Monday, reporting $33.24 billion in revenue for the nine months ended Sept. 30, up roughly 1,200% from the same period last year. The company reported a $104 billion net loss for the period, compared with a $25.1 billion loss over the same stretch in 2025. The amended prospectus also disclosed about $895.4 billion in aggregate committed spending under purchase commitments and lease agreements, substantially all related to compute and infrastructure.

Strategy plans to issue up to $1.66 billion in Series A perpetual preferred stock with a 10.00% coupon rate. According to Odaily, the proposed offering was disclosed in a filing with the U.S. Securities and Exchange Commission.

Binance has warned users to watch for scams as it resumes withdrawals in phases, saying opportunistic scammers may try to take advantage of the period. In a security reminder, the exchange said fraudsters may impersonate Binance through direct messages, emails, group chats, and even small transfers with a message attached.Common Scam PitchesAccording to Binance, scammers may offer to “speed up withdrawals,” give “priority processing,” help users “claim compensation,” or move their assets into a “Binance vault.” Anyone promising to speed up a pending withdrawal for a fee is a scammer, the exchange said.What Binance Will Never DoBinance said it will never:Contact users first about their account or fundsOffer or sell a place in the withdrawal queueCharge a fee to unlock a network or assetAsk users to connect a wallet, sign, authorize anything or transfer funds to “unlock” a withdrawalAsk users to move assets into a “vault,” “safe account,” “secured wallet” or any address provided by someone elseSend an “eligibility,” “status” or “compensation claim” linkAsk for passwords, two-factor authentication codes or seed phrasesPoint users to an unofficial Proof of Reserves siteOffer paid “asset recovery” servicesOnce a user connects a wallet, signs or authorizes a request, third parties can move their assets, and on-chain transactions are usually irreversible, Binance warned.How to Stay SafeUsers with a pending withdrawal should check its status in the Binance app. Binance advised using only its official app and channels for updates, and checking whether a channel, account or website is genuine through its official verification page at binance.com/en/official-verification. Anyone who sees something suspicious or thinks their account may be at risk should change their password immediately, review their security settings and contact in-app Customer Support.

GPU 시간당 요금 시장은 원가, 희소성 프리미엄, 기준 가격이라는 세 가지 요소로 구성된 일일 가격 구조를 형성하고 있으며, 이러한 요소들이 여전히 컴퓨팅 성능의 진정한 가치를 결정합니다.

OpenAI의 새로운 알고리즘은 약 30년간 사용되어 온 지수 시간 가설을 뒤집는다고 주장하며, 컴퓨터 이론의 근간을 뒤흔들고 있습니다.

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

민주당이 상하 양원을 모두 장악할 확률이 72%까지 상승했습니다. 미국 증시는 선거 결과 발표 후 단기적으로 반등할 가능성이 있으며, 비트코인의 역사적 저점 추이에도 주목할 필요가 있습니다.

OpenAI의 300억 달러 투자 목표액은 약 110억 달러로 줄어들었고, 앤트로픽의 IPO 추진은 투자자들이 기업 스토리보다는 재무제표에 초점을 맞추면서 투자 등급 확보에 어려움을 겪을 수 있습니다.

IOSG의 19번의 중간선거 분석에 따르면, S&P 500 지수는 각 선거 이후 1년 동안 상승했고, 비트코인 ​​또한 세 차례에 걸쳐 상승 마감했지만, 그 전에는 모두 하락세를 경험했습니다.

FBI는 바이낸스에서 60억 달러 이상을 훔친 사건이 북한 해킹 그룹 트레이더트레이터(TraderTraitor)의 소행이라고 결론 내렸습니다. 일론 머스크와 CZ는 설전을 벌였고, 쉬밍싱 CEO는 거래소들이 공동으로 방어에 나서야 한다고 촉구했습니다.

세계 최대 스톡 사진 에이전시인 게티 이미지가 파산 신청을 했습니다. 인공지능의 영향과 높은 부채 부담이 겹쳐 30년간 이어져 온 저작권 업계의 강자 자리를 잃게 되었습니다.

바이낸스에서 발생한 6억 3천만 달러 규모의 도난 사건은 서명 시스템의 위험성을 드러냈습니다. Lighter, Hyperliquid, Aster, Variational 등 4개의 무기한 탈중앙화 거래소(DEX) 중 Lighter만이 운영팀에 연락이 닿지 않을 때 자동으로 자금을 인출할 수 있는 기능을 제공합니다.

도널드 트럼프 미국 대통령은 63억 달러 규모의 바이낸스 해킹 사건에 대해 행정부가 조사 중이라고 밝혔으며, 이 사건으로 암호화폐 거래소에 대한 연방 정부의 강력한 감독과 고객 자산 보호를 위한 새로운 안전장치 마련을 요구하는 목소리가 높아지고 있다.