According to Jin10, Nvidia shares rose on Wednesday despite the possibility that Democrats' election victory could lead to tighter restrictions on data center construction. Positive results from major chip companies suggested that concerns about delays to data center construction had not yet immediately affected Nvidia or other hardware companies. Customers continued to rush to stockpile AI hardware, even though it remains unclear whether suitable sites will be available to install the equipment. Republican governors in Texas and Ohio lost their races, pointing to greater scrutiny of AI infrastructure construction. UBS Global Wealth Management Chief Investment Officer Mark Haefele wrote in a research report that increased congressional oversight would not necessarily hinder the AI investment cycle. He said broad federal restrictions would face legislative and presidential constraints, while state and local rules would continue to have a greater effect on data center construction timelines and locations. If Democratic politicians push for strict measures to limit AI data center construction, Nvidia could face greater challenges. For now, the market is more focused on signs that chip demand remains strong after the stock's recent weakness.

According to Jin10, Uber (UBER.N) expects fourth-quarter gross bookings of $63.25 billion to $65.25 billion, compared with market expectations of $64.29 billion.

Crédit Mutuel Arkéa said hackers stole money after gaining access to its computer systems, Bloomberg reported.

Circle has laid off about 5% of its employees, according to a company filing. According to ChainCatcher, Circle submitted the filing.

European defense stocks slid after the Democrats’ landslide midterm-election win dented expectations for a further ramp-up in US military spending, according to Bloomberg.

美元稳定币已被华盛顿视为战略性出口，但承载数亿用户需求的链上分发网络早已由市场铺就，原生发行才是美元输出的底层轨道。

Circle has completed the genesis minting of 10 billion ARC tokens for its Arc network and plans to transition the network to proof-of-stake (PoS) in 2027. According to Odaily, Circle is the first publicly traded company to mint a network token for a new Layer 1 blockchain; ARC is intended for network security, utility and governance. Arc’s public mainnet launched on September 16, attracting more than 100 institutions and ecosystem builders on its first day and integrating USDC natively. Future development will focus on PoS, privacy and scalability. The Arc developer community has more than 75,000 Arc House members and 10,000 Architect ambassadors. More than 1,200 projects were built during the private mainnet phase.

Circle Internet Group (NYSE: CRCL) reported third-quarter revenue and reserve income of $865 million, up 17% year over year. Adjusted EBITDA rose 85% to $317 million. Both figures were lifted by $182 million in revenue from the presale of ARC, the native token of Circle’s new Arc blockchain. Net income from continuing operations rose 5% to $226 million.Circle also said Binance has made a $100 million equity investment in the company and renewed and expanded its partnership to promote USDC across Binance’s global platform, with a focus on emerging markets.Token Presale Drives Revenue GrowthOther revenue rose 627% to $207 million, almost all of it from the ARC presale. Excluding the presale, total revenue was about $683 million, down about 8% from a year earlier.Reserve income, Circle’s main revenue source, fell 8% to $658 million. The reserve return rate fell 61 basis points to 3.5%, which more than offset 8% growth in average USDC in circulation, to $73.3 billion.Distribution, transaction and other costs fell 8% to $412 million. That pushed revenue less distribution costs up 55% to $453 million and lifted the margin on that measure to 52%, from 39%. Operating expenses rose 16% to $245 million. The quarter also included restructuring costs from a workforce reduction of about 5%.USDC Circulation Flat, On-Platform Holdings Up 36%USDC in circulation was $73.9 billion at the end of September, unchanged from a year earlier, and its share of the stablecoin market slipped to 27%. USDC held on Circle’s platform rose 36% to $13.9 billion. Circle reported $104 billion in USDC minted and $104 billion redeemed during the quarter. It put onchain USDC transaction volume at $13.9 trillion, up 49%.Arc Mainnet Launch and Tazapay DealCircle launched Arc on public mainnet on September 16 with more than 100 institutional and ecosystem builders, and completed the genesis mint of 10 billion ARC tokens. It said it is the first publicly traded company to mint a network token for a new layer-one blockchain. Arc plans to move to proof of stake in 2027.Circle agreed to buy Tazapay, a Singapore-based cross-border B2B payments platform with more than $25 billion in annualized payment volume. The deal is expected to close in 2027, pending regulatory approval. Annualized payment volume on the Circle Payments Network reached $41.3 billion.Other partnerships announced in the quarter include:Visa moved Visa Direct stablecoin prefunding into commercial deployment.Samsung Wallet enabled USDC transfers to bank accounts in more than 60 countries.Tereina, which is backed by SAP, is integrating USDC and EURC into the SAP ecosystem.Circle became a Principal Partner of Chelsea FC.Full-Year Guidance KeptCircle left its guidance unchanged. It expects USDC circulation to grow 40% a year through the cycle. For 2026, it forecasts other revenue of $310 million to $330 million, an RLDC margin of 41.7% to 43.7%, and adjusted operating expenses of $570 million to $585 million.

Deloitte Access Economics says a surge in new data centers is amplifying Australia’s massive construction program and adding to inflationary forces. It estimates investment will be double the mining boom of more than a decade ago, according to Bloomberg.

According to Jin10, Mizuho Bank lowered its price target for AMD from $705 to $610.

中期选举之后，加密行业面临民主党掌权、关键盟友落败，以及华盛顿新一轮的严密审视。

西班牙足球运动员赫苏斯·德·米格尔去世后不久，以他的名字和照片命名的“模因币”开始流通，这引发了加密货币交易者的愤怒，并再次引发了人们对快速扩张的代币市场中投机行为的道德问题的质疑。

Tron 创始人孙宇晨正在升级与 World Liberty Financial 的法律斗争，他要求加州联邦法院对这家由特朗普家族支持的加密货币企业进行制裁，理由是该公司延迟披露其与阿联酋的所有权关系，这可能会损害法院对其诉讼的管辖权。

民主党横扫参众两院，加密行业 6300 万美元政治献金打了水漂，AI 与数据中心监管趋严，市场短时由跌转涨。

BitMart承认其于2026年11月2日遭到黑客攻击，据报道，约39.1万美元从与该交易所关联的钱包中被盗，并被发送到一个也曾用于Mercado Bitcoin攻击的地址。Mercado Bitcoin在同一天损失了数千万美元，BitMart的创始人认为这两起攻击是同一伙黑客所为。

民主党夺回国会两院，对俄制裁的两项放松措施将面临听证与立法审查，但法律框架难改。

尽管半导体股票和一些业内最大的公司遭受了严重的市场下跌，但人工智能公司仍在借入创纪录的资金来为其扩张提供资金。

周末期间，一家欧盟金融机构超过1.33亿美元的加密货币被盗，其中大部分是通过Kraken、Crypto.com和OKX账户被提取，随后被兑换转移。ZachXBT称，受害者据称是法国银行Credit Mutuel Arkea，而Kraken则表示已冻结相关账户，并正在与执法部门合作追回资金。

民主党候选人更倾向暂停新建，电费与电网成本监管则获得跨党派支持。