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10/24
11:44
The US has ordered the departure of diplomatic personnel and adjusted staffing at embassies across the Middle East as a result of Iranian efforts to target Americans, as well as threats from Houthi militants in Yemen, according to an American official. The State Department had previously said the US was ordering some diplomatic staff to depart only from Saudi Arabia as a result of the growing risk from the Houthis, but had called reports of broader US evacuations across the Middle East “inaccurate.”
11:33
Iranian Supreme Leader's advisor, Mohammad Mokhber, stated that war threats against Iran from US President Donald Trump and Israeli Prime Minister Netanyahu are more out of "desperation" than strength, and Iran can sense their "weakness." This statement was reported by Iran's state broadcaster IRIB and cited by Al Jazeera.
11:31
NVIDIA's role as a global financier of AI infrastructure is facing its first major stress test as credit markets tighten for its key partners. NVIDIA not only provides advanced technology but also helps clients secure loans through investments and guarantees. As of July, NVIDIA had $36 billion in off-balance-sheet AI cloud agreements (guarantees) and provided up to $105 billion in chip, land, and power guarantees for OpenAI's Ohio data center project. This month, "new cloud" companies in NVIDIA's portfolio, CoreWeave, Nebius, and IREN, have seen their stock prices fall by at least 30%, with CoreWeave's credit default swap spreads soaring above 11%. NVIDIA's stock price has fallen 7.6% this month, potentially marking its worst monthly performance since November last year. Despite this, NVIDIA CEO Jensen Huang reiterated confidence in the market this Thursday, stating that demand for "new clouds" is "insanely high" but lacks operating capital to drive growth. As of Q2, NVIDIA's investment portfolio was valued at $99 billion, and in August, it announced a partnership with six asset management firms to promote a $500 billion financing plan, treating computing infrastructure as an investable asset class.
11:30
Wu Blockchain reported, citing Unchained, that Ethereum staking protocol Swell has paused deposits and withdrawals for its liquid staking tokens swETH and rswETH to correct their Net Asset Value (NAV) and exchange rates. Data shows that the reported exchange rates for swETH and rswETH contracts were approximately 1.203 ETH and 1.138 ETH, respectively, which is about 6% and 5% higher than normal. On-chain analyst Spreek suspects that the related token management keys might have been compromised and discovered a malicious upgrade contract that could affect approximately 2,500 ETH, though the upgrade has not yet been executed. Swell stated that no ETH has been transferred from the affected contracts, and the exact cause is still under investigation.
11:18
Retail investors who bought the dip in the U.S. semiconductor leveraged ETF (SOXL) suffered heavy losses. The ETF attracted a record $6.1 billion in inflows last week, but fell another 10.8% this week, with a cumulative decline of over 43% since October.

The ETF aims to provide amplified returns by tracking 300% of the daily movements of the semiconductor index, making it one of the highest-risk leveraged instruments on the market. Last week, investors attempted to buy the dip in continuously falling chip stocks, injecting a record $6.1 billion into SOXL in a single week. However, the decline in chip stocks intensified this week, with SOXL plummeting 20.5% on Thursday alone, marking its largest single-day drop since June 23. Market doubts about the return on investment in AI infrastructure are the core reason for the pressure on the semiconductor sector.
11:16
US Congressman Eugene Vindman accused former President Donald Trump and Defense Secretary Pete Hegseth of initiating the war on Iran without a clear exit strategy, despite being fully aware of the potential repercussions. Vindman stated on X that Secretary Hegseth had personally informed him the Department of Defense had prepared for all possible outcomes. He added that eight months into the conflict, US troops continue to bear the cost of a war started without a plan to finish it.
11:14
An intelligence memo warns Iran is plotting to kill Americans in the Middle East.
11:02
South Korean crypto exchange Upbit announced a series of trading and deposit events to celebrate the listing of Bubblemaps (BMT) token on its KRW market. The events include completing trading missions to win BMT token vouchers (up to 30,000 BMT), as well as TOP ranking competitions based on BMT/KRW trading volume and BMT net deposits, with a total prize pool of 6 million BMT. The events will run from October 24, 11:35 KST to October 26, 11:59:59 KST.
10:49
Tlaib posted on X that Israel "committed more war crimes with US weapons and tax dollars," calling it "the unbearable daily reality for Palestinians, and it's only getting worse." She called for "stopping the bombs, dismantling the wall, and liberating Palestine." This followed Israeli Prime Minister Netanyahu's decision to impose a full blockade on the occupied West Bank.
10:46
Anthropic, the developer of the Claude chatbot, plans to complete its IPO by mid-November, targeting a valuation as high as $2 trillion. However, the U.S. Securities and Exchange Commission (SEC) requires companies to publicly file their prospectus at least 15 days before commencing their roadshow, meaning its listing window is rapidly narrowing. Meanwhile, the AI sector has recently experienced a significant sell-off, with CoreWeave's stock plummeting approximately 30% in two weeks and Micron falling 17% over the past month, as market concerns about the sustainability of AI spending continue to escalate. Despite this, analysts point out that Anthropic itself has an urgent need for capital, with potential spending on AI hashrate reaching $750 billion over the next few years and a net loss exceeding $80 billion in the first half of 2026, which may push it to stick to its original plan. Prediction markets indicate an approximately 80% probability of Anthropic going public this year.
10:38
Senior creditors to JetBlue are working with financial adviser PJT Partners and law firm Akin, amid a decline in the airline's shares and bonds.
10:29
Kraken Scraps Monero Withdrawal Questionnaires, Keeps XMR Listed. Source-of-funds checks remain, but co-CEO Arjun Sethi says asking what clients will do with withdrawn coins is unacceptable.
10:19
According to data compiled by the Washington Institute for Near East Policy, cited by Reuters, commercial shipping attacks in the Strait of Hormuz in October were the most severe since the current conflict began, with at least 28 confirmed vessel attacks. Since the outbreak of the US-Israel war against Iran in February, the institute has recorded a cumulative 113 attacks. Data from the International Maritime Organization (IMO) roughly aligns, recording 120 incidents since the start of the war. The UK Maritime Trade Operations (UKMTO) stated that as of October 16, it had counted 135 reported incidents, noting that not all attacks are included in reports. Reuters, based on IMO data, calculated that approximately 3.5% of the world's more than 900 supertankers have been attacked during the conflict.
10:14
This week, the Nasdaq 100 Index recorded its worst two-week performance since April last year, with a basket of AI-related stocks plummeting 4.9% in a single week. Following Meta CEO Mark Zuckerberg's announcement of future spending of approximately $825 billion on AI infrastructure, the company's stock price plunged over 9% this week, and its credit risk indicators rose to historical highs.

Meanwhile, the US Treasury market saw a strong reversal, with the 10-year US Treasury yield falling below 5% for the first time in a month. Bond fund inflows have reached approximately $58 billion this month. Global corporate bond credit spreads generally widened, with the CDX Investment Grade Index rising to a high of 64.4 during Friday's trading, and CCC-rated bond yields reaching 15.85%. This reflects deepening market concerns about credit risk, with funds shifting from AI trades to safe-haven assets.
10:03
According to Bloomberg, citing shipping intelligence data, South Korea's Sinokor Group spent nearly $6 billion to acquire 73 second-hand Very Large Crude Carriers (VLCCs) on the eve of the Iran war, giving it a dominant position in the oil transportation market through the Strait of Hormuz. In September this year, Sinokor's fleet transported 105.6 million barrels of crude oil through the strait, accounting for nearly 40% of the total volume for that month, exceeding the combined total of the next three state-owned shipping companies. In the first 10 days of October, its share further climbed to over 50%. Shipping analytics firm Veson Nautical noted that Mediterranean Shipping Company (MSC), the world's largest shipowner, provided financial support by acquiring a 50% stake in Sinokor Maritime earlier this year.
09:50
U.S. Deputy Secretary of State Christopher Landau stated on Saturday that the U.S. and Japan must continue to strengthen their alliance to deter China and North Korea, citing the two countries' advancing nuclear programs. Landau made these remarks via video message at the Mt. Fuji Dialogue on October 24.
09:49
Israel has declared a full blockade on the occupied West Bank following a shooting incident at a military checkpoint in Hebron that resulted in the deaths of two Israeli soldiers. Israeli Prime Minister Netanyahu stated that Israel is preparing for a large-scale operation. The Israeli military reported killing two Palestinian suspects and demolishing a three-story building in Hebron. The blockade will close nearly 1,000 checkpoints and crossings in the West Bank, affecting millions of Palestinians. Mustafa Barghouti, Secretary-General of the Palestinian National Initiative, stated that incitement by Israel's far-right ministers has worsened the situation and warned that collective punishment would lead to an "explosion."
09:47
A Saudi-led coalition spokesperson stated that air defense systems intercepted and destroyed a ballistic missile launched by Houthi rebels over the Saudi capital, Riyadh. This occurred after the Saudi Civil Defense had issued an emergency warning for Riyadh, Najran, and Wadi Al-Dawasir, which was subsequently lifted. The coalition also announced that an earlier drone attack in Saudi Arabia's Eastern Province was intercepted and destroyed.
09:46
The Israeli military has launched a large-scale operation in the occupied West Bank, planning mass arrests, home demolitions, and forced displacement of residents. This follows an attack near a checkpoint in Hebron that killed two Israeli soldiers. Israeli Prime Minister Benjamin Netanyahu has ordered a complete blockade of the West Bank and stated that the Hebron community where the attackers resided will be fundamentally altered. Israeli human rights organization B'Tselem warned that the Israeli government's planned offensive constitutes "collective punishment and acts that may amount to war crimes."
09:43
According to monitoring by the National Bureau of Statistics, in mid-October 2026 compared with late September, among the market prices of 50 important means of production in 9 major categories in the national circulation sector, 22 products saw price increases, 25 decreased, and 3 remained unchanged. The market prices of means of production in the circulation sector cover the wholesale and sales prices of operating enterprises, and there is a time lag and mutual influence with ex-factory prices.
09:31
Political analyst Zeidon Alkinani stated that within the political narrative promoted by the Netanyahu government, Israel believes it is facing one of the most existential crises in its contemporary history. Alkinani pointed out that the Netanyahu government consistently pushes for illegal settlements, and that in the 2026 Israeli general election, most major political parties do not believe in Palestine's right to self-determination and statehood. He added that despite rulings and stances from the International Criminal Court, the United Nations, and some European countries, Netanyahu still enjoys global immunity, allowing him to politically intimidate, abduct, and assassinate those who attempt to place international legal mechanisms at the forefront of a solution.
09:31
Saudi Civil Defense announced that the danger in Riyadh and other areas has been cleared. Previously, the agency had issued an emergency warning for these three regions.

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