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Yorkville Ives analysts pointed out that Microsoft's financial report shows its cloud computing capacity is sufficient to meet the enormous market demand. Microsoft Azure's revenue exceeded Wall Street expectations, becoming a key factor in stock performance.Before the financial report, the market had already seen AI-driven demand, but there were doubts about the speed of capacity release. Microsoft's promised future expenditure scale is $677 billion, with confirmed revenue expected to increase in the next 12 months. On Thursday before the market opened, Microsoft's stock price rose 2.7% against the trend.

Renowned trader Ansem stated in the podcast "Market Bubble" that he has recently shifted from a bullish to a bearish stance, reducing his positions and taking profits over the past few days, while also shorting a portion.Regarding stocks, Ansem believes that mainstream targets have seen significant increases, accumulating a large amount of unrealized profits, and have hardly experienced any proper corrections. Now, significant de-risking and profit-taking are starting to occur. He thinks that the U.S. stock market may be at the tail end of the macro cycle, with funds withdrawing.For the cryptocurrency market, Ansem believes that crypto performed strongly in Q3, but it may just be a counter-trend rebound rather than the beginning of a new bull market. Crypto had previously outpaced the weakness in stocks, rebounding after being oversold; if stocks continue to weaken, they may drag crypto down with them, and Bitcoin could fall back to around $70,000. He also expressed continued optimism about tokenized stocks, viewing them as a key pathway to bring more traditional capital onto the blockchain, as well as a catalyst for the next wave of real users and capital inflow, and reiterated his positive outlook on ZEC, emphasizing its privacy Bitcoin attributes.

According to Beating report, GitHub officially launched the multi-model scheduling system Copilot Fusion at the Universe 2026 conference. Simple tasks will be handled by the appropriate model; complex tasks can first be attempted by a lower-cost model, and if the results are insufficient, it can switch to a stronger model or allow different models to check each other.Independent evaluation agency Artificial Analysis's tests show that Fusion Max's overall programming score is 60, close to Claude Code paired with Opus 5.5 Max's score of 62. Fusion Max's average API cost per question is $5.59, taking about 36 minutes; Claude Code paired with Opus 5.5 Max costs $11.42, taking about 60 minutes, reducing costs by about 51% and shortening time by about 40%.In the evaluation, Fusion's cache hit rate was 97%, while Claude Code's was 95%. The original text also noted that frequent model switching may cause cache loss, and the above results only represent specific benchmark tests, not implying that all tasks in actual use can save half the cost.

According to The Defiant, the USDT market of the MakerDAO ecosystem lending protocol SparkLend currently has a borrowable liquidity of 11.95 million dollars, with a utilization rate maintained at around 96%. Earlier this week, the liquidity in this market tightened.In terms of interest rates, the current annualized yield for USDT depositors is approximately 6.9%, while borrowers are subject to an annualized borrowing rate of about 7.7%.

According to BBX data, the global capital markets revealed the latest developments in direct investment in Bitcoin and the performance of brokerage digital asset businesses yesterday. The core information is as follows:Japan Bitcoin Industry has completed a capital increase of 840 million yen, fully paid in physical Bitcoin: The Web3 infrastructure developer Japan Bitcoin Industry announced the implementation of a third-party share allocation capital increase, successfully issuing shares to two institutions, Fulgur LLC and ANAP Lightning Capital (ALC), raising a total of 840 million yen (approximately 5.07 million USD). Notably, this capital increase will be fully funded in physical Bitcoin, with on-chain delivery expected to be completed on November 2. At the same time, the company signed a basic agreement for cooperation in Lightning Network routing business with ALC, which will use the Bitcoin held by ALC as the underlying liquidity for the company's operational channels. The raised funds will be specifically used for the research and development of the infrastructure "aurora" (supporting enterprises to access Lightning payments via API), talent recruitment, and local routing network infrastructure.Robinhood (NASDAQ: $HOOD) Q3 crypto revenue plummets 55%, causing overall profits to fall short of expectations: American internet brokerage giant Robinhood released its third-quarter financial report. The data shows that due to a slowdown in cryptocurrency trading activity and increased operating expenses, overshadowing its strong performance in options and prediction markets, the quarterly profits fell below Wall Street expectations. In the third quarter, its cryptocurrency trading revenue decreased significantly by 55% year-on-year to 120 million USD. Although options trading revenue grew by 31% and event contract revenue surged more than sixfold, driving overall trading revenue up 19% year-on-year to 867 million USD, total operating expenses also increased by 16% year-on-year to 739 million USD. The company's earnings per share for the quarter were 0.51 USD, falling short of analysts' expectations of 0.55 USD, leading to a drop of over 7% in its stock price in after-hours trading.

The cryptographic security vulnerability of the Indian certificate authority eMudhra affects the Ethereum clients Teku and Besu. Researchers found that the private keys of 8 intermediate certificate authorities under eMudhra could potentially be deduced due to insufficient randomness, allowing attackers to forge certificates and trick unpatched software into trusting malicious services.Teku has released version 26.1.3, and Besu has released version 26.1.2, both of which have removed trust in the relevant certificates from their Docker images. If an attacker performs a man-in-the-middle attack, they could trick some validators into sending block fee rewards to the attacker's address; the risk may be higher under specific configurations using external signers. The Teku team stated that the default configuration of the Ethereum mainnet Teku node is not affected, and no action is required, with no reports of the vulnerability being exploited so far.For operators running Teku or Besu directly on the host without using Docker, simply updating the client may not be sufficient; they also need to manually update Java and its trusted certificate list. Operators still using the no longer maintained Java 26 will need to migrate to Java 25.

Recently, in response to user information leaks and supply chain security risks in the hardware wallet industry, KeyPal, a hardware wallet brand under TokenPocket, announced further enhancements to user privacy protection and data security management mechanisms.KeyPal stated that it has not found any security breaches in its system or customer data leaks; this adjustment is a proactive preventive measure based on changes in industry risks.According to the latest plan, KeyPal aims to delete or anonymize unnecessary customer personal information within 15 days after order completion for orders that have confirmed receipt, completed fulfillment, and have no after-sales disputes or other legitimate retention requirements. The security of hardware wallets not only involves private key protection and transaction signing but also includes the protection of personal information generated during the purchase, delivery, and after-sales service processes.

On October 29, at the Tencent Global Digital Ecosystem Conference, Tencent Group Senior Executive Vice President Tang Daosheng stated that Tencent Cloud is accelerating the construction of global data centers, having deployed over 2 million servers.Tang Daosheng mentioned that in the past year, Tencent Cloud's overseas AI demand has achieved triple-digit growth, and the number of active international customers has doubled. Tencent Cloud previously collaborated with the Hunyuan team to increase the single-card throughput of domestic chips by 5 times two weeks before launch, and the model Hy4 will be launched soon.

Yushu Technology disclosed its third-quarter report for 2026. The company's single-quarter revenue was 666 million yuan, a year-on-year increase of 69.93%; the net profit attributable to the parent company was 113 million yuan, a year-on-year decline of 17.37%, with a nearly 50% decrease compared to the previous quarter.Regarding the profit decline, a relevant person from Yushu Technology's Board Secretary Office stated that it was mainly due to increased R&D investment in computing power and large model directions. This person also mentioned that looking at the longer term, the impact is controllable, and the single quarter only shows a phase change; currently, R&D investment relies on fundraising planning and will not be blindly increased.

Analyst Jukan from Citrini stated on social media that Samsung's current stock performance is lagging behind SK Hynix, seemingly because Samsung's shareholder return plan is either not as generous as initially expected or still carries uncertainty. Against this backdrop, there is a saying circulating in South Korea that Samsung's management is deliberately avoiding bullish statements, involving tax considerations for the company's controlling family member, Chairman Lee Jae-Yong.More specifically, Lee Jae-Yong's mother, Hong Ra-hee, gifted Samsung shares to her son. It has been reported that the gift tax he needs to pay is calculated based on the average closing price during the four-month period around the gift date of November 12, specifically from September 12, 2026, to January 12, 2027. Therefore, the Samsung controlling family has no motivation to drive up the stock price before January of next year.

Allium CEO and Co-founder Ethan Chan stated that Allium discovered a security incident on October 25, involving unauthorized access to some of its systems. Allium immediately took measures to limit access and protect the systems, has directly notified affected customers, and continues to provide updates and support.Allium has engaged an independent cybersecurity firm to assist with the response and investigation, focusing on strengthening security controls such as authentication and monitoring. After the investigation is completed, it plans to share a summary of the findings and response measures. Allium stated that its core platform, including Allium App, Explorer, and Explorer APIs, has been restored, although some features remain temporarily unavailable during the recovery period, with the latest availability and updates published on the status page. Ethan Chan expressed apologies for the disruption caused by the incident and stated that maintaining customer trust requires clear communication and ongoing follow-up.

According to TechCrunch, a hacker claiming to be from the "Department of Peace" has reportedly obtained a large amount of employee data from the Okta single sign-on system used by the Department of Homeland Security (DHS), which was publicly released on Wednesday by the data transparency organization Distributed Denial of Secrets (DDoSecrets) as the "Icepick" dataset. The leaked records exceed 40,000, accounting for about one-fifth of DHS's approximately 220,000 employees, involving names, positions, work emails, phone numbers, and office locations, along with information related to internal system permissions. Among these, approximately 21,000 records belong to Customs and Border Protection (CBP) personnel, while about 10,000 records involve the Immigration and Customs Enforcement (ICE) and its Homeland Security Investigations (HSI), with nearly 1,000 related to the Cybersecurity and Infrastructure Security Agency (CISA).TechCrunch stated that it has verified the authenticity of some of the data, with timestamps indicating that the data was exported around mid-August. The hacker also provided the data to journalist and hacker maia arson crimew, who then forwarded it to DDoSecrets. Okta responded that its systems and data were not breached; a spokesperson for the Department of Homeland Security has not yet responded to requests for comment. The report indicates that this is the third incident of data leakage from the U.S. government that has drawn attention in the past month, following the theft of Federal Bureau of Investigation personnel files and Pentagon personnel data.

P2P cryptocurrency trading platform Peer announced that its beta version now supports users to buy and sell USDC using Alipay in Renminbi. Users can pay sellers in Renminbi to purchase USDC or sell USDC and receive Renminbi through Alipay, with the USDC locked in an on-chain custody contract during the transaction, released after payment verification.Peer stated that since August 21, 45 buyers have completed 107 related orders, with a transaction volume of approximately $7,094. Alipay's official response stated that Alipay does not support virtual currency trading and related services, and claims by third-party platforms that Alipay supports cryptocurrency purchases are false and unauthorized, reminding users to be cautious about their funds and account security.

Binance founder Changpeng Zhao posted on X reminding not to click on links in emails or download attachments.Changpeng Zhao stated that even if the email comes from a trusted person, the other party's computer may be infected with a virus without their knowledge.

Alphabet, Google's parent company, announced its third-quarter financial report for 2026 in the early hours of October 29, Beijing time. The quarterly revenue was $127.6 billion, a year-on-year increase of 25%, achieving double-digit growth for the 13th consecutive quarter, with an annualized revenue run rate of $500 billion. Revenue slightly missed Wall Street expectations, and net profit declined year-on-year, overall falling short of market expectations.Google Cloud revenue grew 103% year-on-year to $30.7 billion, a record increase, mainly driven by demand for enterprise AI infrastructure, AI solutions, and TPU-related needs. Google Services revenue increased by 11% to $96.3 billion, with search and other advertising revenue growing by 12% year-on-year, and YouTube advertising revenue increasing by about 9% to $11.2 billion. The company stated that the year-on-year growth rate of search queries was the highest in nearly five years, with AI-related features contributing to increased usage.Net profit attributable to common shareholders was $26.2 billion, a year-on-year decrease of about 25%, with earnings per share of $2.12. The profit decline was mainly affected by losses from equity securities investments, with related losses for the quarter amounting to about $8.7 billion, whereas this item had contributed significantly to profits in the same period last year. Operating profit increased by 30% year-on-year to $40.6 billion, with an operating margin rising to 31.8%. The free cash flow for the quarter was negative, and the full-year capital expenditure guidance remained at $195 billion to $205 billion. After the financial report was released, Alphabet's stock price fell by 9.84% in after-hours trading.

Documents from the U.S. Securities and Exchange Commission (SEC) show that Meta Platforms (META.O) issued 40 million Class A common shares.

According to Catcher Predict monitoring, in the market prediction event "Lakers vs. Clippers" on Polymarket, the "Clippers" option in the sub-market "Spread -26.5" experienced a sharp fluctuation in winning probability, soaring from 2.95% an hour ago to the current 23.45% (a fluctuation of 20.5%). Please note the impact of related breaking news.