01｜U.S. Employment Data Exceeds Expectations
JOLTS job openings rose to 7.523 million in September, well above market expectations. The labor market remains resilient, putting the Fed's interest rate path back in focus.
02｜U.S. Layoffs Fall to an 18-Month Low
Layoffs fell to 1.641 million in September, while voluntary quits increased significantly. There are no signs yet of widespread deterioration in the labor market.
03｜U.S. Midterm Elections Enter Vote-Counting Phase
Polling stations in some states are gradually closing, but control of Congress remains undecided. Expectations for fiscal policy, taxes, and AI regulation may shift with the election results.
04｜Nasdaq Rebounds, Dow Falls
Nasdaq rose 0.83%, the S&P 500 gained 0.36%, and the Dow fell 0.38%. Technology heavyweights rebounded, but gains were not broad-based.
05 | Nvidia and Micron rebound
Nvidia rose 2.3%, Micron gained 2.6%, and Apple fell 1.9%. Rising memory chip prices are having mixed effects across the supply chain.
06 | AMD data center revenue surges 97%
AMD's third-quarter data center revenue reached $8.55 billion, a record high. Demand for AI chips remains the core growth driver.
07 | AMD gives strong 2027 guidance
AMD expects revenue to grow more than 80% in 2027, and its shares briefly rose over 8% after hours. Watch for confirmation from the market after the official open.
08 | Super Micro results far exceed expectations
Super Micro reported quarterly revenue of $19.95 billion, above expectations, and adjusted earnings per share of $1.81. Demand for AI servers is strong.
09 | Super Micro raises long-term revenue forecast
The company expects fiscal 2027 revenue of $72 billion–$82 billion, and its shares rose more than 9% after hours. Order growth and earnings quality warrant attention.
10 | Meta raises $15 billion in financing
Meta raised $15 billion through a five-tranche dollar bond offering to support its AI infrastructure expansion. Major technology companies are increasingly turning to external financing.
11 | SK Hynix's US factory plan hits a snag
According to Reuters, Solidigm's potential $45 billion NAND factory in New York has been affected by US licensing issues for equipment destined for China; the relevant application has not been formally rejected.
12 | Brent crude continues to fall
Brent settled at $103.60 per barrel, down about 1%. Expectations of diplomatic de-escalation and Middle East supply risks remain in contention.
13 | Gold and silver pull back
December gold futures fell 0.7% to $3,940.40 per ounce. A stronger dollar and higher Treasury yields are weighing on precious metals.
14 | Binance reveals details of $6.3 billion theft
Binance said hackers carried out the attack by posing as recruiters in fake job interviews, using malware, and exploiting internal access privileges. Exchange security and customer asset protection are back in focus.
15 | Block raises full-year profit outlook
Cash App's third-quarter gross profit grew 27%, and Block raised its full-year gross profit guidance. However, consumer credit losses also rose significantly.
【Current Market Overview】
Global assets showed mixed performance overnight: Nasdaq rose 0.83%, the S&P 500 gained 0.36%, and the Dow fell 0.38%; Brent crude settled down about 1%, and gold futures fell 0.7%. AMD's and Super Micro's results and guidance beat expectations, lifting sentiment across the AI supply chain. US JOLTS employment data came in stronger than expected, and vote counting began in the midterm elections. Binance disclosed the attack method behind the theft, keeping exchange security in focus. No consistent, verifiable new data was available for BTC, ETH, SOL, or crypto ETF flows, so no unconfirmed figures are included.