40 ARTICLES
From January 1, 2027, new US procurement rules ban Chinese-origin rare earths throughout the entire defense industry supply chain. Analysts are asking whether suppliers will even manage to be ready in time.
Nvidia CEO Jensen Huang reiterates that global AI infrastructure could cost $3,000–4,000 billion by 2030, and believes the company's insight into customers' buildout plans makes the stock attractive.
Commodity trader Mercuria is taking Baltic Exchange to court over losses linked to shipping through the Strait of Hormuz during the war. The case could determine how much responsibility the world's most important price indices actually bear when the market breaks down.
LME copper dropped 1.8% to its lowest level in five weeks as inventories continue to build. 62% of all LME-registered copper now sits in American warehouses — an echo of last year's COMEX squeeze now reversing in reverse.
Bitcoin loses nearly $3,000 and trades near $81,000 after Nasdaq plunges 2.8%. The $80,100-$81,183 support zone is in play, and a break below $80,000 opens the door to a new drop toward $76,052.
Eurostoxx falls 1.5% and CAC 40 drops 1.4% as French ten-year yields break through the 5% level for the first time in 23 years. The OAT-Bund spread has now reached levels last seen during the eurozone debt crisis, and Moody's review of France's credit rating tomorrow keeps markets on edge.
The US Treasury sold $13 billion in 20-year bonds at a record-high yield of 5.469%, up from 5.420% in the previous round. A tail of 0.9 basis points and weaker indirect bidding point to structural indigestion in long-term rates — with ripple effects for stocks, the dollar, and risk assets.
Nvidia has surpassed $5 trillion in market value, but an increasing number of analysts are questioning whether the hyperscalers' enormous AI investments can continue at the same pace. Here is the bull and bear case.
Australian data center operator NEXTDC slashed its FY27 guidance sharply after grid expansion work for its M3 Melbourne facility was halted due to local opposition. The stock fell as much as 44 percent, putting the spotlight on the power grid as a new bottleneck for AI buildout globally.
A leaked IPO draft shows Anthropic increased revenue nearly fifteen-fold in the first half of the year, while the company has committed to over $600 billion in computing agreements and is reporting a record accounting loss.
The US 10-year yield has crossed 5% for the first time since the mid-2000s. History from 2007 shows that a similar rate level preceded a sharp drop in the S&P 500 – but one data point is far from a guarantee.
A 10-minute flash crash in round-the-clock synthetic chip-stock contracts wiped out $52 million in positions while NYSE and Nasdaq were closed — with no real stock price to mark against.
Security researcher Joe Grand claims he alerted Ledger as early as March 2026 about physically tampered devices — months before a supply-chain attack drained up to $102 million from crypto wallets.
Solana's share of the tokenized real-world asset market has sextupled in twelve months, according to CryptoPotato — while Ethereum struggles to defend its former dominance.
Financial Times reports that Nvidia is in early talks to buy or increase its stake in Reflection AI, a US developer of open AI models valued at $25 billion.
BTC is trading around $82,984 after rejection from the $86–90K zone. The Coinbase Premium Index has turned sharply negative, and CryptoQuant's apparent demand indicator still points downward — a signal that US capital isn't following the price higher.
After Tether froze around 10 million dollars linked to the Ledger attack, the perpetrators moved part of the loot into the stablecoin USDD — which lacks the technical capability to freeze funds.
Ethereum fell 5-6% in a single trading day after spot ETFs recorded a seventh consecutive day of net outflows. Over $160 million flowed out on October 7 alone, while $165 million in long positions were forcibly liquidated as the price broke through key support at $2,630.
QXO stock fell as much as 10% intraday and closed down 6.65% to $11.30 after RBC Capital Markets cut its price target from $27 to $18. Failed inventory destocking and weaker roofing demand in Q3 raise concerns about Q4 numbers.
Long-term US Treasury yields continue rising toward levels not seen since the early 2000s, driven by a combination of AI investments, weak fiscal policy, and geopolitical unrest. Analyst points to seven specific reasons behind the increase.
Bitcoin dived from $85,341 to $83,577 in 20 minutes on Tuesday night, triggering a cascade of forced long liquidations exceeding $400 million. Macro and geopolitical headwinds — an oil shock from Houthi attacks and a Gulf storm — are pushing the dollar and interest rates higher, while BTC now tests critical trendline support at $82,500.
Igloo Inc., the company behind the NFT brand Pudgy Penguins, is shutting down its layer 2 blockchain Abstract on December 15th. Around $47 million is still on the network and could become inaccessible for users who don't move their funds in time.
A case that was supposed to decide whether oil companies can be held financially liable for climate change has never been heard orally by the US Supreme Court – but the battle over billion-dollar liability continues now in a Hawaii courtroom.
Bitget and the Liquid network accounted for over 90 percent of September's record-high hacker losses of $766 million, according to security firms CertiK and PeckShield.
Ethereum sidechain Blast is pulling the plug after revenue collapsed by more than 99 percent. Users must now withdraw their funds before a tight deadline on October 26.
Bitcoin falls 6.8% to $84,511 and triggers nearly $600 million in liquidations in 24 hours — directly contradicting stronger-than-expected US macro figures. CoinGlass data points to a classic leverage flush, not fundamental weakness.
Bitcoin has climbed to $86,290, up more than 11% from the September low, after spot ETFs took in $2.65 billion in net inflows through the month. The Fear & Greed Index stands at 72/100 — the market has moved from doubt to greed within two weeks.
New Mexico's justice authorities are asking the court to order Meta to pay between $35 and $40 billion after a jury found the company guilty of more than 43 million violations of the state's consumer protection law.
EU regulators are investigating whether Binance can legally continue serving European customers through the narrow 'reverse solicitation' exemption, while the company's full MiCA license status remains unclear.
European supervisory authorities, led by ESMA, are demanding documentation from Binance after the exchange allegedly used the "reverse solicitation" exemption to retain EU customers after the company was supposed to wind down operations under the MiCA regulation.
VistaShares Defense Supercycle ETF (AMMO) fell to $24.125 on Tuesday, down around 8.5% from the July peak of $28.66. The Nasdaq article calls the level 'oversold,' but our research shows an RSI of 43.49 — neutral territory. We break down what's actually driving the thinly-traded defense ETF.
Credit giants Apollo and Oaktree have taken French telecom owner Patrick Drahi to court personally, claiming he moved Optimum's most valuable cable-TV assets beyond creditors' reach in a "brazen" restructuring.
Deutsche Bank predicts the copper price could reach $22,050 per ton in the second quarter of 2027, driven by the US and China hoarding most of the world's refined metal.
Shiller's CAPE ratio for the S&P 500 has reached its second-highest level in history, surpassed only by the peak during the dot-com bubble in 1999. History shows that such levels are rarely good news for stocks with low value growth and high dividends.
Quant Network (QNT) rises 75% in 24 hours and 180% in a week after The Clearing House selected the company's Overledger technology for its On-Chain Money Initiative. 25 major US banks, including JPMorgan and Citi, are behind the deal, which covers over $2 trillion in daily payment volume.
Spot Bitcoin ETFs pulled in $2.4 billion last week, the largest weekly inflow since October, dragging YTD flows back into positive territory after sitting at negative $5.8 billion just two months ago. But research points to a significant portion of the movement being hedge fund arbitrage, not genuine directional demand.
A bill for a permanent US Bitcoin reserve has cleared its first major hurdle in the House of Representatives, with a clear party-line vote of 28-21. The question now is whether the crypto market should price in a historic policy shift.
A new analysis from Seeking Alpha points to a rare combination of signals — sky-high AI investments, rising bond yields and geopolitical unrest — that have historically been precursors to sharp corrections in risk assets, including cryptocurrency.
Bitcoin handles rundt $83 787 mens amerikanske statsrenter treffer nivåer ikke sett siden 2007. $1,7 milliarder i derivat-leverage er likvidert, men spot-ETF-er og whales kjøper videre gjennom uroen.
Crypto exchange Bitget lost $351.6 million to hackers on September 24. Withdrawals are frozen while the company promises full compensation via its protection fund — but the attack method remains unknown.
