According to CNBC, Jim Cramer said Capital One shares could be a buying opportunity after falling nearly 3% Wednesday. He cautioned investors against buying immediately, saying they should wait for the market to settle, and dismissed the likelihood that a proposed cap on credit card interest rates would become law.

According to Jin10, OPEC Secretary-General Haitham Al Ghais said on November 4 that since 2026, international energy transportation and insurance costs have risen sharply and now exceed one-third of crude oil’s value. Higher transportation and risk costs are spreading across the oil and energy supply chains, increasing the economic burden on oil-producing and consuming countries and further intensifying global inflationary pressures.

Hudson River Trading, one of Wall Street’s biggest market makers, has begun trading on Kalshi, joining a growing roster of institutional firms seeking opportunities in prediction markets, according to Bloomberg.

According to ChainCatcher, investor Serenity said on X that severe market deleveraging is driving indiscriminate selling of AI supply-chain stocks, with some shares falling back to levels seen before major orders and earnings expectations were realized. Serenity cited memory-chip maker ESMT, which has a market capitalization of about $2 billion and reported $526.2 million in third-quarter gross profit and $330 million in net profit. It has about $937 million in net assets, including roughly $740 million in net cash. Annualized based on current results, its price-to-earnings ratio is about 1.6. Serenity said concerns about a peak in the cycle, earnings sustainability and competitive barriers overlook tightening DDR2 and DDR3 supply as manufacturers including Samsung and Micron phase out production and Nanya Technology has halted related lines. ESMT expects higher average selling prices in the fourth quarter could offset weaker consumer demand. Serenity also said long-term supply agreements and price floors help support earnings at Micron, Samsung, SK Hynix and SanDisk. It contrasted selling AI and memory companies that generate substantial cash flow with buying Walmart at about 47 times earnings and CrowdStrike at about 180 times forward earnings, saying investors are focused less on free cash flow than on indiscriminate selling.

Democrats took control of both chambers of Congress in a sweeping midterm victory, while U.S. stocks rallied and Treasury yields fell. According to Sina Finance, Democrats had won at least 228 House seats, with 68 districts still undecided, and were set to hold at least 54 Senate seats; NBC News projected they could finish with 258 House seats. The S&P 500 rose as much as 1.9%, the Nasdaq 100 gained as much as 2.3%, and the index of seven major technology companies climbed 3.5%. Amazon rose as much as 8.3%, while Microsoft and Apple each gained more than 6%. Tesla fell as much as 5.8%, SpaceX also dropped as much as 5.8%, and Trump Media & Technology Group plunged more than 12% to a record low. The dollar weakened against developed-market currencies, gold rose above $4,000 an ounce, and oil prices fell. Brent crude futures settled down 4.4% at $99.10 a barrel, while WTI fell 4.3% to $91.91. Bitcoin rose as much as 3.9% to about $80,800. The article said the change in Senate control could constrain Trump’s efforts to shape the Federal Reserve and that Senator Elizabeth Warren could become chair of the Senate Banking Committee.

Some U.S. cloud-computing providers and data-center suppliers fell after Democrats won control of both chambers of Congress in the midterm elections. According to Sina Finance, Democrat Gina Hinojosa will become Texas governor; a Bank of America strategist had previously described the state election as a “referendum on affordability versus AI data centers.” Cipher Digital, which has business exposure in Texas, plunged as much as 22%, while CleanSpark fell 15%. After Hinojosa’s victory, KBW downgraded both stocks from “Outperform” to “Market Perform.” Analyst Stephen Glagola expected increased regulatory uncertainty to affect lease-signing timelines and reduce the likelihood of the companies reaching final agreements for Texas projects. Other AI computing-related stocks also fell: IREN dropped 13%, CoreWeave 9.6%, Fermi 8.9% and Nebius 7.2%. Industrial suppliers to data centers declined, with Vertiv down 13%, GE Vernova 12%, Bloom Energy 9.8% and Caterpillar 6.6%. Semiconductor shares also fell: Micron lost 6.6%, Intel 5.7%, Nvidia 2.8% and Broadcom 2.5%. The largest cloud-computing providers, known as hyperscalers, rose: Amazon gained 8.3%, Microsoft 7%, Alphabet 5.9% and Oracle 2.9%. Large data-center REITs had mixed but relatively modest moves: Equinix rose 1.5%, while Digital Realty fell 1.9%.

ZetaChain has submitted its second governance proposal on migrating ZETA to Solana, and voting is now open. According to Odaily, the plan calls for monthly burns totaling about 55 million ZETA in 2027 and for the foundation not to sell newly unlocked ZETA allocated to it that year. The proposed migration is scheduled for December 9, 2026, at a 1:1 ratio, subject to governance approval. The vote will run for 72 hours and end on November 7. After the migration, ZETA would no longer be issued, and its minting authority would be permanently revoked.

民主党横扫两院，AI 股却先跌后涨，市场真正交易的是预期差而非监管。

民主党夺下参众两院多数，加密立法主导权易手，调查特朗普家族数字资产业务将优先于推动新法案。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

OFAC 将 10 名个人和 1 个实体列入制裁名单，打击朝鲜海外 IT 人员网络及其加密货币转移通道。

美国中期选举民主党拿下国会两院，特朗普遭遇执政以来最严重的政治挫败。

英特尔单日暴跌 28.58%、较高点回撤过半，拖累全球半导体板块，AI 叙事正从买算力转向要回报。

币安 63.4 亿美元被盗的初步报告指向一场假面试，朝鲜否认指控，而真正难解的是攻击者在内部潜伏的十天。

王永利详解美国稳定币立法进程，并明确指出中国不应跟随发行人民币稳定币，而应坚守数字人民币这条主线。

一场精心设计的虚假面试，让黑客用近五个月从员工电脑渗透进币安核心钱包，63.4 亿美元资产被转走。

Robinhood在财报会上把股票代币TVL、链上金融应用和美国用户列为真正的KPI，Meme币交易只是第一阶段的需求来源。