Anthropic一边发布65分登顶的Fable 5.2，一边花34亿美元买下1.7吉瓦燃气发电机，AI成本正沿芯片、内存一路涨到电，新机交付已排到2030年。

Anthropic cut its planned IPO raise by 7% to as much as $64.4 billion after a pricing mix-up; Jim Cramer called the listing the “most consequential deal” of the era. A revised draft lists 825 million shares at $70 to $78, down from 867 million at $70 to $80 in a withdrawn filing, according to BeInCrypto. Seven tech giants, including Nvidia, Google and Microsoft, have agreed to buy $26 billion of shares at the IPO price. Trading is expected Thursday or Friday next week.

According to Jin10, Anthropic can issue up to $42 billion in notes to Broadcom.

According to Jin10, Anthropic had total liabilities of $6.2 billion as of September 30, 2026.

Cameroon is preparing for its first parliamentary and municipal elections in almost seven years as President Paul Biya faces opposition anger over a disputed presidential vote and growing questions about his succession, Bloomberg reported.

Banco BPM said its board will review a merger proposal from its largest shareholder, Crédit Agricole. According to Sina Finance, the proposal would combine Banco BPM with Crédit Agricole’s Italian banking business and include Crédit Agricole’s controlling interests in Italian life and non-life insurance businesses. Crédit Agricole plans to transfer all of its Italian banking and insurance businesses to Banco BPM, pay Banco BPM shareholders a €1 billion dividend ($1.12 billion), and receive about 45% of the combined group, compared with its current 29.6% stake in Banco BPM. Banco BPM said it received a letter on Sunday proposing negotiations and would hold a board meeting on Thursday for an initial briefing. Banco BPM disclosed the scheduled meeting on Monday evening, and Crédit Agricole announced its intention on Monday. If completed, the merger would create Italy’s third-largest banking group, after Intesa Sanpaolo and UniCredit. Over the past two years, Banco BPM received takeover approaches from UniCredit and Monte dei Paschi di Siena, and it also proposed a merger with Monte dei Paschi; none of these efforts resulted in a formal deal.

RWA代币化被写进国务院金融工作报告的防范非法金融活动章节，境内严禁、境外严管的监管归属已经明确。

According to Jin10, TSMC approved an investment of up to $500 million in Anthropic.

In Polymarket’s “Anthropic IPO Date” market, the “Yes” probability for the November 19, 2026 submarket rose from 44% one hour ago to 74%, a 30-percentage-point increase. According to ChainCatcher, the odds shifted sharply.

摩根士丹利分析师Shawn Kim下调三星电子和SK海力士目标价，警告2028年“盈利悬崖”或终结内存超级周期，但称估值已调整到位，并将三星升为首选股。

黄仁勋承认出轨次日，彭博社披露英伟达总法律顾问曾致电美国商务部询问 Megaspeed 调查，5 万颗芯片的统计差额浮出水面。

Coinbase 现已允许符合条件的美国客户（纽约州以外）在其应用程序中使用 Base 平台上的全新 Morpho 市场，以 PAX Gold (PAXG) 为抵押借入 USDC。这是 Coinbase Borrow 首次接受实物商品作为抵押品，借款人将面临浮动利率，并且如果金价下跌，则可能被强制清算。

美股 AI 板块急跌传导至加密市场，11 亿美元杠杆仓位被清算，比特币跌破 7.4 万美元；AI 代理开始替人付款，权限边界成了新问题。

Coinbase、Kalshi、Payward 和三家交易公司于 2026 年 11 月 9 日向纽约联邦法院提出申请，请求法院允许它们支持美国商品期货交易委员会 (CFTC) 就股票挂钩永续期货提起的诉讼。资本市场联盟 (Capital Markets Alliance) 认为，这类产品应由美国证券交易委员会 (SEC) 监管。法官目前拒绝叫停这些产品，但她表示，在现阶段，资本市场联盟的观点似乎更有说服力。

Hyperliquid生态的L2网络Elysium主网上线。该网络由Kinetiq开发，基于Arbitrum Orbit构建，采用HYPE作为原生Gas代币，目标出块时间为100毫秒，执行吞吐量达到每秒3亿Gas。

Meta正在全球范围内的Instagram平台上推出其人工智能年龄估算工具，将注册时生日设置为成年人的青少年用户纳入青少年账户保护范围。此前，该公司已与美国各州达成180亿美元的和解协议，原因是这些州指控其平台损害了年轻用户的利益。

AI 替代白领岗位的速度可能快过市场调整，工资与资产的鸿沟被进一步拉开，而这一次靠降息救楼市的空间比 2008 年更小。