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From November 2 to 8, global markets will welcome several events. The U.S. midterm elections, Apple and AMD earnings reports, and October non-farm payroll data will become the focus of market attention. The Bank of England, the Reserve Bank of Australia interest rate decisions, the results of the Israeli parliamentary elections, and the progress of the trilateral negotiations among Russia, the U.S., and Ukraine will also be closely watched. In the tech sector, Apple and AMD will release their latest earnings reports, serving as an important test after the confidence in AI trading has been impacted. Apple is expected to report revenues of about $113 billion, marking the first earnings report since the appointment of new CEO Tim Cook; AMD is expected to report revenues of about $13 billion, with attention on the progress of Helios cabinets and MI450 chips.Additionally, Qualcomm, Advanced Micro Devices, Coherent, Lumentum, and Berkshire Hathaway will also announce their performance. There are also reports that Marvell is negotiating to acquire Lumentum, with an announcement possible as soon as next week. Apple's smart access testing plan with Alibaba Qianwen will open on November 4. On November 3, the U.S. midterm elections will re-elect all 435 seats in the House of Representatives and 35 seats in the Senate, and the election results will affect the fiscal, tariff, and industrial policy advancement space of the Trump administration in the next two years.The final results of the Israeli parliamentary elections are expected to be announced on November 4, and the trilateral negotiations among Russia, the U.S., and Ukraine are scheduled to resume next week in Abu Dhabi. In terms of macro data, the U.S. October non-farm payroll report will be released, following a mere 29,000 new jobs added in September, with the market expecting an increase of 65,000 jobs in October. If the employment data performs strongly, it may further strengthen market expectations for a Federal Reserve rate hike in December and impact the U.S. dollar, U.S. Treasury bonds, and gold prices. China's October foreign exchange reserve data will also be released.

According to Gate data, on October 30, there was a widespread sell-off in the semiconductor sector during U.S. stock trading. Intel plummeted 30% after the opening, the Philadelphia Semiconductor Index fell 5.7%, AMD dropped about 10%, Arm fell 9.5%, Nvidia decreased by 3.3%, and the total market capitalization fell below $5 trillion. The Nasdaq 100 Index once dropped about 3%, and the S&P 500 Index fell about 1.25%.Intel's fourth-quarter guidance was weaker than expected, with projected revenue of $15 billion to $16 billion, below the market expectation of $17.07 billion; adjusted earnings per share are expected to be $0.25, lower than the expected $0.43. Revenue from the PC chip business in the third quarter declined 5% year-on-year to $8.1 billion. Management expects the PC market slump to last at least until the first half of 2027 and stated that AI demand has driven up memory prices, increasing costs for PC manufacturers.Bank of America downgraded Intel's rating to neutral, lowering the target price to $100, believing that pressure on PCs offsets data center performance and that external foundry attractiveness is insufficient. Bernstein pointed out that the market's optimistic expectations for server and foundry prospects have masked the deterioration in PCs, and the company still faces a mismatch of excess PC capacity and insufficient server capacity. The sell-off spread to storage and equipment stocks, with Micron down 5.5%, Qualcomm down 6.3%, Broadcom down about 4%, Applied Materials down nearly 5%, Lam Research down 5.5%, and Kioxia's American Depositary Shares down about 15%.Amazon's revenue and earnings per share were below expectations, heightening market concerns about the return on AI spending. The company expects capital expenditures to remain at $22 billion this year and still plans to expand next year. Raymond James strategist Matt Orton believes this is not a "reckoning moment" for tech giants, as the underlying fundamentals remain solid, but investors should reassess crowded positions in tech stocks. The S&P 500 energy and healthcare sectors rose about 1.8% and 1.4%, respectively. JPMorgan's trading team stated that concerns about AI monetization are deepening sector rotation, and tech-weighted stocks may continue to drag down the overall market performance in the short term.

ChainCatcher reports, according to Rootdata market data, US stocks intraday chip stocks down: INTC.O down 28.1%, ARM.O down 10.2%, AMD.O down 10.1%, MRVL.O down 7.4%, LRCX.O down 5.6%, MU.O down 5.5%, QCOM.O down 5.5%, ASML.O down 5.1%, AMAT.O down 4.7%, AVGO.O down 4.1%, TSM.N down 3.8%, KLAC.O down 3.6%, NVDA.O down 3.1%.

ChainCatcher reports, according to Rootdata market data, US stocks pre-market chip stocks down: INTC.O down 24.2%, ARM.O down 7.9%, AMD.O down 6.6%, MRVL.O down 4.9%, AMAT.O down 4.8%, LRCX.O down 4.5%, KLAC.O down 4.3%, MU.O down 4%, ASML.O down 4%, AVGO.O down 3.9%, QCOM.O down 3.8%, TSM.N down 3%, NVDA.O down 2.5%.

ChainCatcher reports, according to Rootdata market data, US stocks after-hours chip stocks down: INTC.O down 17.5%, ARM.O down 3%, AMD.O down 2.9%, MRVL.O down 1.6%, MU.O down 1.1%.

ChainCatcher reports, according to Rootdata market data, US stocks intraday AI stocks down: GOOGL.O down 12.8%, ARM.O down 3.8%, AMZN.O down 3.5%, AVGO.O down 3%, PLTR.O down 2.1%, AMD.O down 2.1%, ANET.N down 1.8%.

ChainCatcher reports, according to Rootdata market data, US stocks pre-market chip stocks down: MRVL.O down 10.2%, INTC.O down 4%, MU.O down 4%, ARM.O down 3.7%, AMD.O down 3.4%, AVGO.O down 3%, LRCX.O down 2.9%, TSM.N down 2.8%, AMAT.O down 2.6%, QCOM.O down 2%.

ChainCatcher reports, according to Rootdata market data, US stocks intraday chip stocks up: MU.O up 3.3%, AVGO.O up 1.9%, AMD.O up 1.8%, ARM.O up 1.7%, LRCX.O up 1.7%, AMAT.O up 1.5%.

According to crypto journalist Eleanor Terrett, JPMorgan, AMD, Applied Materials, Coca-Cola, Adobe, Dell, and Sandisk oppose OKXICE tokenizing its shares, bringing the total number of opposing companies to 33.

ChainCatcher reports, according to Rootdata market data, US stocks pre-market chip stocks up: MU.O up 4.4%, MRVL.O up 2.2%, INTC.O up 2.2%, AMD.O up 2%, ARM.O up 1.7%, ASML.O up 1.7%, AMAT.O up 1.6%.

On October 27, WEEX Exchange announced that the WEEX "U.S. Stock Earnings Prophet" event is ongoing, with a countdown of 10 days. Two new companies, Apple (AAPL) and Advanced Micro Devices (AMD), have been added to the financial predictions, along with SanDisk (SNDK), Google (GOOGL), and Intel (INTC), making a total of 5 companies available for participation. The prize pools are 1,000 USDT, 1,000 USDT, 2,000 USDT, 1,000 USDT, and 1,000 USDT, with each prediction prize pool being independent.Users can earn points through contract trading, inviting friends, and other tasks. New users receive points upon registration. By using points to choose "Bullish" or "Bearish," they can participate in predicting the market's rise or fall after the release of U.S. stock earnings. Regardless of the prediction outcome—win, lose, or draw—participants can share in the USDT prize pool. Additionally, participating in predictions can accumulate points, and the top 20 users in points ranking can receive VIP5 to VIP7 benefits for 30 days.

According to Bitcoin.com, the cyber extortion group Whitearmor claimed on October 26 that it had stolen 15,420,003 account records from the crypto casino Gamdom, with each account containing 146 data fields, and demanded a payment of 15 million dollars in Bitcoin, or else they would expose sensitive customer information.The group has published a JSON sample of about 437KB, containing approximately 100 records as so-called evidence on its ransom website, claiming that the cumulative profits corresponding to these accounts exceed 1 billion dollars, but did not specify how this was calculated. It is reported that the attackers exploited an internal machine account with administrator privileges that had not rotated its credentials for a long time.Previously, Gamdom suffered a hot wallet attack on October 13, with founder Felix Römer admitting losses exceeding 3 million dollars, and blockchain researcher vxdb estimating the stolen amount across multiple networks to be about 4.2 million dollars. After suspending operations, the platform resumed on October 16, stating that user balances were unaffected. Gamdom disputed the scale of 15.4 million accounts but acknowledged that usernames, email addresses, and gambling activity information may have been exposed, while stating that verification documents were not affected.

ChainCatcher reports, according to Rootdata market data, US stocks intraday AI stocks up: AVGO.O up 2.9%, SMCI.O up 2.2%, ANET.N up 2.1%, AMD.O up 1.8%.

AMD (AMD.O) stated that the Helios rack-level solution is running on Meta Platforms (META.O).

AMD (AMD.O) and Meta Platforms (META.O) are advancing strategic cooperation to provide computing power support for Meta's superintelligent infrastructure.

ChainCatcher reports, according to Rootdata market data, US stocks pre-market chip stocks up: MU.O up 2.5%, AVGO.O up 2.5%, INTC.O up 2%, MRVL.O up 1.9%, ARM.O up 1.9%, AMD.O up 1.6%.

Market news reports that Nvidia, AMD, and Broadcom intend to purchase up to 5 billion dollars of Meta Platforms stock.

Dongfang Gangwan Fund Chairman Dan Bin is making a "major adjustment" in the technology sector. According to statistics from Private Equity Ranking Network, as of the end of the third quarter of 2026, Dongfang Gangwan's overseas fund held a total of 13 U.S. stock targets, with a total market value of approximately $1.469 billion.From the perspective of industry distribution, AI remains a key focus for Dongfang Gangwan. As of the end of the third quarter, Google was the largest holding in Dongfang Gangwan's overseas fund. However, in terms of buying and selling actions, Dan Bin's preference for sub-sectors within the AI industry has changed significantly compared to the second quarter.According to statistics, in the third quarter of this year, Dongfang Gangwan's overseas fund reduced its holdings in targets such as Advanced Micro Devices (AMD), Broadcom, and Lumentum, which were newly purchased in the second quarter, while increasing its positions in storage giant Micron Technology, SanDisk, as well as Nvidia, Google-C, and Taiwan Semiconductor Manufacturing Company.

According to on-chain investigator vxdb, the cryptocurrency exchange platform Gamdom is suspected to have been hacked, involving a total asset value of approximately 4.208 million USD.In terms of losses by chain, EVM networks such as Ethereum, BNB Chain, Polygon, Arbitrum, and Optimism account for about 2.2 million USD, Solana approximately 965,000 USD, TRON around 375,000 USD, and Bitcoin about 668,000 USD.On-chain tracking shows that some of the stolen funds have been transferred to platforms such as Hyperliquid and THORChain through cross-chain bridges and token exchanges.

According to the Business Times citing supply chain sources, Intel has raised the prices of multi-generational PC processors since September, with the high-end Panther Lake seeing an increase of 15% to 20%. Qualcomm raised the prices of multi-chip platforms by about 10% on October 1, and AMD is reported to follow suit, with the increase, scope, and effective date still to be confirmed.The report states that Intel has raised prices three times since the end of last year. Starting from September 1, prices were adjusted differentially by product line, with the highest increase for high-end Panther Lake products, focusing on those equipped with high-end GPU tiles, rather than a simultaneous increase across the entire series; Meteor Lake and Arrow Lake saw increases of about 5% to 10%. Panther Lake adopts heterogeneous integration, with the CPU Compute tile produced by Intel 18A, and the high-end GPU tile outsourced to TSMC N3E. The largest increase this time is for high-end GPUs using TSMC's advanced process.The supply chain indicates that Qualcomm's Snapdragon X and X2 Elite platforms will increase by about 10% starting in October. AMD's Ryzen and EPYC heavily rely on TSMC's advanced processes, with the next generation of EPYC pushing towards 2 nanometers. Industry insiders say that process upgrades, product high-endization, and AI computing power demands are simultaneously driving up CPU prices, with AI, mobile, and high-end computing competing for TSMC's 3-nanometer capacity, while 2-nanometer is entering the ramp-up phase for mass production.