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Today

US Stocks

Circle Q3 Earnings: ARC Presale Masks Core Revenue Decline as USDC Growth Stalls

Circle's Q3 beat was powered b...

Cointime Desk · 7h ago

Yesterday

US Stocks

Democratic Sweep Triggers AI Infrastructure Sell-Off as Data Center Expansion Faces Regulatory Hurdles

Democrats' midterm sweep has t...

Cointime Desk · 9h ago

US Stocks

Arthur Hayes Warns AI Super-IPOs Will Implode Under Dilution, Dragging Crypto Down

Arthur Hayes warns that SpaceX...

Cointime Desk · 9h ago

US Stocks

Anthropic IPO Still on SEC Docket, But $500B Valuation Haircut and $895B Compute Tab Spook Wall Street

Anthropic's IPO remains on fil...

Cointime Desk · 10h ago

US Stocks

Blue Wave Lifts Dow 3% as AI-Heavy Stocks Sell Off; Oil Slips on Policy Shift

A Democratic sweep of Congress...

Cointime Desk · 11h ago

Nov 3

US Stocks

AMD Leads Chip Rebound as Midterm Election Jitters Hit Futures

AMD, Arista, and Super Micro b...

Cointime Desk · 1d ago

US Stocks

Apple Q4 Beat Fails to Lift Stock as Margin Guidance and Holiday Cost Concerns Weigh

Apple's fourth-quarter results...

Cointime Desk · 1d ago

Today

08:31

Alibaba Cloud to Double Data Center Power Density to 9 kW/sqm by March

Cointime update: Alibaba Cloud expects its data center IT capacity per unit area to double to 9 kilowatts per square meter by March, up from 4.5 kW/sqm now, global data center general manager Wang Zhaoyang said on November 5. The unit said it raised resource density from 0.8 kW/sqm to 4.5 kW/sqm over the past two years through high-rise, intensive design. The remarks came as Alibaba released its 2026 AI for Good action report.

CryptoAI × Crypto

08:29

Analyst: Trump may strike Iran again, but prolonged campaign unlikely

Cointime reports: IG Group chief market analyst Chris Beauchamp said markets appear to be pricing in an end to the US-Iran war, with oil prices falling sharply, but further US strikes remain likely. He noted US troop levels in the region are roughly unchanged from February, and low US munitions stockpiles make a prolonged military campaign unlikely. Beauchamp said Trump wants an exit and Iran should avoid excessive taunting or demands.

Macro

08:29

JPMorgan: DRAM/NAND Supply-Demand Remains Tight, Fundamentals Strong Through 2028

Cointime reports: JPMorgan said in a research note dated Nov. 5 that major memory stocks have fallen about 45% from their 2026 highs and the Philadelphia Semiconductor Index is down roughly 29% from its recent peak. Despite concerns over AI financing, power bottlenecks and investment returns, the bank said DRAM and NAND supply-demand remains tight, long-term supply agreements are expanding in coverage, and industry fundamentals should stay strong through 2028. Earnings forecasts for memory companies are unlikely to be cut over the next six months.

MacroUS Stocks

08:26

Dormant Wallet Buys 1,734.1 ETH With 4.16M DAI, Deposits Into Tornado Cash

Cointime reports: A wallet possibly linked to a hacker moved 4.16 million DAI to buy 1,734.1 ETH on Nov. 5 after more than three years of inactivity, then deposited the ETH into Tornado Cash, Lookonchain monitoring shows. The transaction reactivated a long-dormant address and routed the purchased ether through the crypto mixing service.

Crypto

08:23

Agility Robotics Becomes First US Humanoid Robot Firm to List on Nasdaq

Cointime update: Agility Robotics began trading on the Nasdaq on November 5 under the ticker “AGLT”, becoming the first US-listed company focused on humanoid robots. The company is among several developing bipedal and wheeled humanoid machines, which have so far been deployed mainly in commercial settings such as warehouses and factories.

Articles

Circle Q3 Earnings: ARC Presale Masks Core Revenue Decline as USDC Growth Stalls

Democratic Sweep Triggers AI Infrastructure Sell-Off as Data Center Expansion Faces Regulatory Hurdles

Arthur Hayes Warns AI Super-IPOs Will Implode Under Dilution, Dragging Crypto Down

Anthropic IPO Still on SEC Docket, But $500B Valuation Haircut and $895B Compute Tab Spook Wall Street

Blue Wave Lifts Dow 3% as AI-Heavy Stocks Sell Off; Oil Slips on Policy Shift

AMD Leads Chip Rebound as Midterm Election Jitters Hit Futures

Apple Q4 Beat Fails to Lift Stock as Margin Guidance and Holiday Cost Concerns Weigh