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Danish Bank strategists pointed out that despite the rise of the S&P 500 index and the European Stoxx 600 index, AI-related stocks rebounded for the third consecutive day, but Alphabet and Microsoft's earnings reports showed a divergence in AI-related revenue and capital expenditures.The flat capital expenditure guidance may limit the gains in the data center and semiconductor industries. The market reacted negatively to the earnings reports of major cloud computing companies, with the Korea Composite Stock Price Index falling 0.7% and Nasdaq futures dropping 0.9%.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Counter-Strike: FUT Esports vs Nemiga (BO3) - PGL Masters Bucharest Playoffs," the option "FUT Esports" in the sub-market "Map 3 Round Spread: FUT Esports (-3.5) vs Nemiga (+3.5)" has experienced a significant fluctuation in win probability, rising from 49% an hour ago to the current 69% (a fluctuation of 20%). Please note the impact of related breaking news.

The BNB Chain execution-oriented Rollup project Matrix announced that it has received additional Series B funding from Shima Capital and Delphi Ventures, bringing the total amount of this round of financing to 8.5 million USD. Previously participating institutions in this round include ParaFi Capital, Tribe Capital, Point72 Ventures, CMT Digital, Lightspeed Faction, BITKRAFT Ventures, and Makers Fund.The funds from this round will continue to be used to advance the mainnet launch, the construction of the ZK validity proof system, and the Stage 2 decentralization process. Matrix is built on the Facet technology stack and is adapted to the BNB Chain PoSA consensus, with no centralized sequencer and no administrative privileges; the transaction order is directly determined by the BNB Chain. The official claim is that it can effectively increase the throughput of the BNB ecosystem by 3 to 5 times. Currently, Matrix testnet Phase 1 has been launched.

Microsoft expects its Azure cloud business revenue to grow by 49% to 50% in the second fiscal quarter, with total revenue reaching between 96 billion and 97.1 billion dollars.Revenue from the Intelligent Cloud and Infrastructure segment is expected to be between 80.1 billion and 80.7 billion dollars, while revenue from the Devices and Consumer segment is projected to be between 15.9 billion and 16.4 billion dollars. Microsoft also anticipates that capital expenditures in the second fiscal quarter will exceed 50 billion dollars.

Federal Reserve Chairman Waller stated that the strong performance of capital expenditures is no longer limited to a few sectors.

Fitch Ratings stated that a significant reassessment of the long-term monetization prospects of artificial intelligence could lead to a reduction in capital expenditures and impact the entire artificial intelligence value chain.

According to Decrypt, asset tokenization issuer Birch Hill announced the completion of a $4 million seed round financing, led by Multicoin Capital, with participation from ParaFi Capital, Castle Island Ventures, and Nascent. To date, the company has raised a total of $6.5 million.Birch Hill currently serves as the treasury manager for the on-chain lending protocol Morpho, responsible for assessing credit risk and setting related risk parameters. At the same time, the company has applied for broker-dealer qualifications with the Financial Industry Regulatory Authority (FINRA) to sell private credit products to qualified investors, planning to package and securitize U.S. multifamily residential, agricultural, and energy loans for on-chain introduction.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Counter-Strike: The Mongolz vs Nemiga - PGL Masters Bucharest Group Stage," the option "The Mongolz" in the sub-market "Map 1 Round Spread: The Mongolz (-3.5) vs Nemiga (+3.5)" has experienced a dramatic fluctuation in winning probability, soaring from 34.5% an hour ago to the current 64% (a fluctuation of 29.5%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Counter-Strike: FURIA vs TYLOO - PGL Masters Bucharest Group Stage", the "FURIA" option in the sub-market "Map 3 Round Spread: FURIA (-6.5) vs TYLOO (+6.5)" has experienced a dramatic fluctuation in winning probability, dropping from 74.5% an hour ago to the current 50% (a fluctuation of 24.5%). Please note the impact of related breaking news.

According to official news, the on-chain compliance platform Predicate announced the completion of an $8 million Series A financing round, led by Blockchain Capital, with participation from Paxos, 1kx, and Tribe Capital.Predicate primarily provides pre-trade compliance review and risk control for stablecoins, tokenized assets, and other on-chain financial products, supporting the restriction of high-risk addresses and sanctioned transactions.

According to Sifted, the valuation of the London-based AI startup 22one has reached approximately 400 million USD, supported by venture capital firms such as Sequoia Capital and General Catalyst.The company was founded by a former senior police officer and primarily develops AI tools for police departments. Reports indicate that the UK government is promoting the modernization of policing, providing a policy background for the application of such technologies.

In September, new orders for core manufacturing capital goods in the United States increased, and shipments surged significantly. The U.S. Department of Commerce stated that in September, non-defense capital goods orders excluding aircraft rose by 0.5%, up from 1.6% in August. Shipments of core capital goods increased by 1.2%, higher than the 0.6% in August. Economists expect the annualized GDP growth rate for the third quarter to exceed 3%.

According to Catcher Predict monitoring, the predicted market on Polymarket for the event "Counter-Strike: Nemiga vs DENDELE CS (BO3) - PGL Masters Bucharest Group Stage," the sub-market "Map 1 Round Spread: Nemiga (-3.5) vs DENDELE CS (+3.5)" has seen a dramatic fluctuation in the winning probability of the "Nemiga" option, soaring from 33% an hour ago to the current 61.5% (a fluctuation of 28.5%). Please note the impact of related breaking news.

The AI laboratory Anthropic, which developed Claude, named TSMC in its IPO prospectus, warning that the world's most advanced chip manufacturing capacity is highly concentrated in Taiwan. The prospectus states that if TSMC's operations are disrupted, it could severely impact the supply of AI chips and affect Anthropic's business, financial condition, and operational results.According to MoneyDJ citing the prospectus, the global AI industry heavily relies on TSMC's advanced processes. Suppliers such as NVIDIA and AMD, as well as companies that design their own chips like Amazon and Google, all need TSMC to turn their designs into physical chips. The listed risks include earthquakes, typhoons, interruptions in power and water supply, as well as cross-strait geopolitical tensions, military conflicts, blockades, tariffs, and trade restrictions.The prospectus also states that if a significant event occurs in Taiwan, the supply of advanced chips could be severely hindered; due to the time-consuming nature of building and certifying alternative foundries, the impact could last for several years. The expansion of advanced processes outside Taiwan is still in its early stages, making it difficult to effectively reduce concentration risks in the short term. TSMC has been unable to fully meet market demand due to strong demand, resulting in Anthropic not being able to obtain a sufficient supply of chips in a timely manner.

On October 21, the payment network Visa announced three capabilities aimed at the growth of commercial cards, the security of virtual cards, and the automation of commercial payments in San Francisco, serving financial institutions, fintech companies, and enterprises. Darren Parslow, Global Head of Visa Commercial Solutions, stated that companies are accelerating the automation of payment-related tasks from identifying vendor opportunities to approving invoices and executing transactions. These capabilities are designed to provide the necessary data, security, and control.The three capabilities are SESA 2.0, Visa Commercial Fraud Solutions, and a live pilot conducted with the billing platform BILL and the accounts receivable platform Billtrust. SESA 2.0 combines AI vendor scoring, Visa commercial payment data, buyer benchmarks, and business value modeling to help identify vendors more likely to accept commercial cards and estimate growth opportunities. Visa claims that since its launch, SESA has helped financial institutions discover over $600 billion in potential cardable spending.Visa Commercial Fraud Solutions covers vendor verification, authenticating commercial virtual card users through 3-D Secure, and transaction-level controls such as spending, merchant category, location, and time. Payment controls have already been provided to eligible issuing institutions in supported countries and regions, while the other two are currently in pilot and are planned for full rollout in 2027. Visa also stated that the pilot with BILL and Billtrust has gone live, allowing trusted AI agents to initiate and assist in completing approved invoice payments through the vendor portal, using tokenized payment credentials without relying on shared vendor portal login credentials.

According to data from Qichacha, National Data Group Co., Ltd. has completed its business registration with a registered capital of 30 billion yuan. The State-owned Assets Supervision and Administration Commission of the State Council invested 6 billion yuan, holding 20%; China Mobile, China Telecom, and China Unicom each invested 4.5 billion yuan, each holding 15%, totaling a 45% stake.Southern Power Grid and State Grid each invested 3.75 billion yuan, each holding 12.5%, totaling a 25% stake; China Xiong'an Group invested 3 billion yuan, holding 10%. The business scope includes big data services, data processing and storage support services, artificial intelligence application software development, blockchain technology-related software and services, cloud computing equipment technology services, and more.

Anthropic stated in the S-1 filing that computing power is a key issue the company faces. If it cannot obtain sufficient computing power or fails to allocate it effectively, the company may not be able to train models that remain competitive with its rivals.Anthropic is paying fees to obtain computing capacity from companies like SpaceX, but it expects that demand will continue to exceed supply in the short term.

The Brazilian small-cap stock index plummeted 30%, marking the largest drop in history.