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Goldman Sachs predicts that global nominal investment in artificial intelligence will rise from $1.1 trillion in 2026 to $1.8 trillion in 2027, primarily driven by an increase of over $500 billion in hardware spending in the United States.

According to Jinshi Data, Bank of America Global Research has lowered the target price for Nvidia from $350 to $280. Investment bank Evercore ISI has downgraded Nvidia's rating from "Outperform" to "In Line" and has reduced the target price from $465 to $186.

According to a report by Zhitong Finance, market research firm Omdia's latest "AI Software Market Forecast" indicates that global AI software revenue will exceed 200 billion USD by 2026, doubling in scale compared to 2024.Omdia pointed out that the demand for generative AI and agent AI is accelerating simultaneously, with generative AI revenue growth expected to reach 139% by 2026, significantly higher than previously anticipated.

According to official social media news, Huobi HTX's "Expert Lecture" Episode 8 will officially air today at 19:00 (UTC+8). This episode is themed "Global Asset Revaluation: New Wealth Logic in the Era of High Interest Rates," featuring Huobi HTX Chief Analyst Cloud, who will conduct an in-depth sharing on "Asset Game in the Era of High Interest Rates: Which is More Attractive, U.S. Treasuries, Gold, or BTC?"At that time, Cloud will analyze the investment logic, risk-return characteristics, and future trends of U.S. Treasuries, Gold, and BTC, in conjunction with the global macroeconomic situation, dollar interest rate trends, and cryptocurrency market dynamics. He will explore market opportunities and asset allocation strategies under the changing logic of global asset pricing, providing investors with multi-dimensional market observations and decision-making references.

According to OnchainLens monitoring, the established Indian cryptocurrency exchange Unocoin reported unauthorized access to its servers on November 9 and temporarily disabled user login functionality.Approximately 81,000 tracked addresses show zero balances, and the Unocoin official website currently returns a 504 error.

MSCI announced that MicroStrategy (MSTR.O) will be removed from the MSCI Global Standard Index.

According to The Kobeissi Letter, global central banks purchased over 321 tons of gold in the third quarter of 2026, marking the largest quarterly purchase since the fourth quarter of 2024 and the fifth largest quarterly purchase on record. The central bank's gold purchases increased by 8% compared to over 296 tons in the second quarter of 2026 and by 453% compared to the first quarter of 2026.China and Poland led the demand in the third quarter, increasing by over 63 tons and over 40 tons, respectively. As of this year, global central banks have purchased over 675 tons of gold, a 6% increase compared to the same period in 2025.

The latest monitoring report released by Morgan Stanley's prime brokerage team on Tuesday shows that global equity hedge funds staged the most intense de-risking action in over a decade during the first week of November, with a widespread wave of liquidations spreading across global markets.In the Asian market, hedge funds are controlling risk exposure through a dual strategy of reducing long positions and increasing short positions, a phenomenon particularly pronounced in the tech-heavy South Korean market. The selling pressure is mainly driven by fundamental stock-picking funds, while multi-strategy, macro, and quantitative funds are taking the opportunity to close out previous short positions, indicating a clear divergence in institutional strategies.Goldman Sachs data shows that the total leverage of U.S. fundamental long-short funds plummeted by 8.7 percentage points in a single week, marking the largest decline since the outbreak of the pandemic in March 2020; however, from the perspective of all-inclusive PB clients, the overall total leverage remains as high as 314.2%, placing it in the 85th percentile over the past year. Dubravko Lakos-Bujas, Global Market Strategy Chief at JPMorgan, believes that this round of adjustment is essentially a concentrated deleveraging by momentum traders, with capitulation-style selling already quite deep, and technical indicators suggest that short-term oversold and bottoming signals are accumulating.

According to the official announcement, the Gate US App has now launched the USD balance and wire transfer deposit and withdrawal functions. Users can directly hold USD in their accounts and use the USD balance for transactions, eliminating the need to convert funds into stablecoins during trading gaps, further enhancing the flexibility and convenience of fund management.Relying on the upgraded banking and payment infrastructure, eligible users who have completed identity verification can now initiate wire transfers through their own U.S. bank accounts, supporting higher transfer limits compared to bank cards or third-party payment methods, and can withdraw USD balances to verified bank accounts in the same name.Currently, Gate US holds 37 state-level money transmission licenses (MTLs), with compliant operations covering 47 states and regions in the U.S., laying a compliant foundation for the platform to continue advancing in the U.S. market and improving local financial services. With the launch of the USD balance and wire transfer functions on the app, Gate US's fiat service system covers a richer range of fund management scenarios, providing eligible users with a more efficient and convenient experience for USD fund deposits, withdrawals, and transactions.USD deposit and withdrawal services are only available in certain U.S. jurisdictions, and residents of Colorado, Hawaii, Missouri, New Jersey, Utah, or Wyoming cannot use this service.

The Sui native hardware wallet project Suiball announced the termination of operations on platform X and will refund all pre-order users. Suiball stated that due to recent security incidents involving hardware wallets in the industry, the Sui Foundation believes the risks of continuing to support the hardware wallet project are too high.Suiball indicated that its hardware products have completed development and entered the production phase, with plans to ship to the first batch of supporters. Approximately 80% of on-chain pre-order orders will automatically receive USDC refunds within the next week, with funds sent to the wallets holding the pre-order NFTs.Credit card pre-order users need to provide their Sui wallet address via official email to receive the USDC refund. The project team stated that after the refunds are completed, they will permanently delete the personal information provided by users and officially close Suiball.

According to official news, Circle announced a multi-year partnership with the nonprofit organization Global Citizen, which will begin in 2027 by providing USDC payment options for suppliers participating in the Move Afrika music tour project starting in Rwanda. Circle will also provide financial education and technical training to local entrepreneurs and production staff to help them safely use digital payment tools.In addition, both parties will explore putting Global Citizen's community engagement and rewards program on-chain. Circle will also provide USDC funding to eligible charitable organizations through a new award established by both parties.

Binance Research believes that if the trend of global interest rate hikes continues to slow down, Bitcoin may find support before major central banks cut interest rates.

Financial technology company GTN announced the appointment of former Gemini executive Mark Jennings as the Global Head of Digital Assets. Jennings will be responsible for GTN's tokenized securities strategy, leveraging its global market access capabilities to help the platform bring traditional assets on-chain.Previously, Jennings served as the Chief Executive Officer of Gemini's European operations, overseeing the exchange's expansion in Europe. Earlier, he held several executive positions at Kraken, including serving as the Chief Executive Officer of its institutional derivatives trading platform Crypto Facilities.

Today, the metal derivatives market continues to be active, with gold and silver showing a high-level consolidation and repair trend after a strong rally earlier. According to CoinGlass data, the current price of gold (XAU) perpetual contracts is $4,128.8, with a slight decrease of 0.16% over the past 24 hours; the current price of silver (XAG) contracts is $53.26, with a slight decrease of 0.34% over the past 24 hours.Among them, the XAU contracts on the Gate platform had a 24-hour trading volume of $453 million, with a net inflow of $15.08 million, ranking second among global centralized exchanges; the XAG contracts had a 24-hour trading volume of $268.16 million, with a net inflow of $11.24 million, both ranking second across the entire network.

Chief Investment Officer Ben Werkman believes that Bitcoin Treasury companies should weigh the impact of stock issuance, credit financing, and buybacks on different investors.

Brazilian cryptocurrency exchange Mercado Bitcoin announced a phased restoration of platform access starting this week: customers can log into their accounts through the website again, gradually opening from 16:00 local time, with full coverage expected before 18:00.Previously, the exchange suspended deposits and withdrawals due to a hacker attack, with media and on-chain analysis firms estimating the loss between 38 million and 46 million dollars. The exchange stated that customer balance records remained intact during this incident, and the quantity of assets recorded for each customer, as well as investment and real balance information, were unaffected; Mercado Bitcoin will use its own funds to replenish the balances that were transferred away, and balance updates will occur simultaneously with the platform reopening and market resuming.This is the first phase of restoration, where customers can currently only check their balances and positions; withdrawal and trading functions remain suspended and will be restored in phases after security checks are completed.