Big Tech’s earnings are on deck. There’s more for investors to watch than AI spending.
As Microsoft, Alphabet and Amazon prepare to report quarterly results, workforce cuts are raising questions about how AI will reshape jobs at the toptier tech…
A leading Silicon Valley cheerleader just showed all the reasons to be worried about the AI bubble
If you needed any further reasons to be worried about the bubble that has inflated the stock market, look no further. Source：MarketWatch
AI stocks haven’t played by the normal valuation rules. Now that rates are higher, they may have to, says UBS
Historically, the surges in investment and in the profitability it produced have proven unsustainable for U.S. tech companies, says Michel Lerner.…
Crypto wallet maker Keystone to destroy almost 19,000 devices after security breach
The breach exposed 25,964 buyer records, some kept past Keystone’s 180day deletion policy after an automated tool failed without the firm noticing.…
Investor who called for AI pivot in 2023 says bitcoin is going to $57,000
Jason Calacanis wants investors to sell bitcoin and back artificial intelligence. He is also holding TAO, the cryptocurrency behind AI network Bittensor.…
Bloom bot hackers loot $953K faster than you can microwave popcorn
Bloom pledged to reimburse nine traders after $953,000 was drained from 48 wallets, saying no private keys were accessed or compromised. Source：Cointelegraph
An AI label alone no longer wins lenders, JPMorgan says
As default insurance on several AIlinked firms hits record costs, companies must show they can finance investment, service the debt and eventually mint cash,…
Solana bug reports now cost 1 SOL as AI floods security teams with spam
Researchers must now permanently burn 1 SOL for every submission after a monthlong contest drew 809 reports, with AI believed to have helped generate or write…
Dividend stocks are having an excellent October as tech sector struggles
ETFs focused on dividend stocks are seeing a powerful rally in October, adding to huge gains in 2026. Source：MarketWatch
Injective launches onchain futures market tracking Nvidia GPU rental costs
The new index tracks rental prices for five Nvidia GPUs, offering leveraged trading and potential hedging against fluctuations in AI computing costs.…
Why Lumentum’s stock led the S&P 500 higher on Monday
Optical stocks are staging a comeback following Anthropic’s IPO filing and some other good news Source：MarketWatch
With the Anthropic IPO, the devil is in the details
The first draft of the AI company’s prospectus is light on details, but some things immediately leap out. Source：MarketWatch