Crypto Pulse

A banking crisis can change how people think about money. When customers cannot access their deposits, confidence in the institutions holding their savings begins to weaken. The collapse of a bank does not just affect its balance sheet; it raises questions about financial security, institutional oversight and how much control individuals really have over their own money.Paraguay's Ueno Bank crisis in November 2026 brought these questions back into focus. After regulators found that the bank's so

Overview Across the latest seven-day tracking window in early November 2026, on-chain capital flows across major centralized exchanges (CEXs) diverged sharply both between competing trading venues and between the two largest cryptocurrencies: aggregate Bitcoin (BTC) balances held across tracked exchanges recorded a seven-day net outflow of 15,600 BTC (worth approximately $1.17 billion at $74,977 per coin, extending the 30-day net outflow to 29,100 BTC and bringing total exchange reserves down to

Overview Superconducting quantum computing developer Rigetti Computing (Nasdaq ticker: RGTI) reported third-quarter 2026 financial results after the U.S. market close on November 10, 2026 showing quarterly revenue down 27.5% year over year to $1.411 million ($1.4 million rounded, missing the $3.7 million consensus estimate by 61.9%) and nine-month cumulative revenue at $10.949 million ($10.9 million rounded), leaving an implied fourth-quarter revenue requirement of $9.051 million (approximately

Overview Singapore-headquartered consumer internet and fintech group Sea Limited (New York Stock Exchange ticker: SE) reported third-quarter 2026 financial results on November 10, 2026 showing consolidated GAAP revenue up 43.4% year over year to $8.582 billion ($8.6 billion rounded, beating the $8.08 billion consensus estimate by 6.2%) and GAAP net income up 34.0% to $502.5 million, yet diluted earnings per share of $0.78 missed Wall Street's $0.97 consensus by 19.6% because provision for credit

Sanmina (NASDAQ: SANM) reported fiscal fourth-quarter 2026 revenue of $3.86 billion, up approximately 84% year over year, in its November 9 earnings release. Non-GAAP diluted earnings per share reached $4.43, compared with GAAP diluted EPS of $2.14, as the manufacturer expanded its cloud and AI infrastructure business.The useful question goes beyond the headline growth rate. Sanmina's results combine the addition of ZT Systems with growth in its existing operations, while its fiscal 2027 outlook

CoreWeave (NASDAQ: CRWV) reported third-quarter 2026 revenue of $3.661 billion, up approximately 168% from a year earlier, in its November 10 earnings release. The AI cloud provider raised its full-year revenue outlook, but a $709 million GAAP net loss showed that rapid growth has yet to translate into net profitability.The central question is how much of that growth remains after the cost of financing the infrastructure. CoreWeave recorded $846 million in quarterly net interest expense and expe

The AI supply chain filled all six layers on November 10 and all eight items were completed, yet the two money columns differ by 56 times. Counted deal value is $895M against $50.37B excluded, and both excluded items are capital budgets companies approved for themselves. Only two payments reached a counterparty, and the one furthest downstream is Calibrant Energy's $145M battery loan. AI Supply Chain in Six Layers Today's AI BriefsLayer 1 Models & Apps | 2 itemsMercor raises a $750M Series D at

I. Today's Market: CPI Came In Above Estimates, and the Nasdaq Fell 0.74% Unit: %, single-day change on November 10; all three readings are negative, so the zero line sits at the right edge and every bar runs left on one shared scale. The Nasdaq reads −0.74%, the S&P 500 −0.38% and the Dow −0.30%. All three indexes fell, with the Nasdaq closing at 25,065.87, the S&P 500 at 7,521.26 and the Dow at 52,231.89. October CPI rose 0.4% month on month and core CPI 0.3%, both above the 0.3% and 0.2% the

I. Macro & Market Sentiment· Market Data: BTC $73,528.00 (-1.93%)｜ETH $2,052.19 (-3.31%)｜SOL $83.14 (-3.44%)· Market Sentiment: Funding Rate +0.0097%｜Fear & Greed Index 29 (Fear)· Inflation: U.S. headline CPI rose 0.4% month over month in October, while core CPI rose 0.3%, both exceeding expectations. Further Reading· Rate Pricing: Following the release, the market-implied probability of a 50-basis-point Fed rate hike in December rose from 1.1% to 15.3%. Further Reading· U.S. Treasuries: The

A technical and fundamental look at Broadcom Inc. (NASDAQ: AVGO) after the worst chip-sector sell-off since 2020IntroductionBroadcom Inc. (NASDAQ: AVGO) has lost almost a fifth of its value in a month, even though its business has never been stronger. On Thursday, November 5, 2026, Broadcom stock fell 10.43% to $291.53 as the Philadelphia Semiconductor Index had its worst day since March 2020. On Friday, November 6, AVGO steadied and closed at $293.69, up 0.74%, but it still sits about 41% below