AI stocks have recently faced sell-offs, and Anthropic’s $2 trillion IPO may face delays.

Morgan Stanley says pressure on semiconductor stocks may ease next month. The strategy team led by Mike Wilson has maintained its year-end forecast for the S&P 500 to reach 8,000 points, while noting that semiconductors—a key sector—could find support at levels well below current prices. As the market grows uncertain about when and how large the revenue opportunities from AI will materialize, semiconductors and other industries benefiting from capital spending have become the "epicenter" of financing concerns. Given potential future financing activities, the team stated: "It is normal for the market to focus on this supply pressure, and this concern is likely to persist until financing is completed." The good news is that the semiconductor sector’s correction has entered its "final phase," expected to wrap up by mid-November. The bad news? Based on their technical analysis and a comparison with the once red-hot silver market, the sector may fall an additional 10% to 15%, with the Philadelphia Semiconductor Index potentially dropping to around 9,500 points. Source: Jinshi.

According to official announcements, ViaBTC has confirmed its attendance as a strategic partner at the 9th Crypto Summit 2026, held at Moscow’s MTS Live Hall from October 28 to 29. The summit will gather miners, investment institutions, crypto exchanges, technology service providers, and policymakers to discuss topics including mining infrastructure, digital asset markets, and regulation. ViaBTC is currently among the world’s top four Bitcoin mining pools and operates the largest Zcash (ZEC) mining pool by hashrate. During the event, Anton, ViaBTC’s Director of Business Development, will join a roundtable discussion focusing on changes in the mining landscape. Drawing on ViaBTC’s experience supporting miners through multiple market cycles, he will explore how mining firms can respond to market pressures, improve profitability, and identify new growth opportunities. Alina, the company’s Business Manager, will deliver a speech sharing practical advice on using mining pool services to help miners manage their daily mining operations more efficiently. Additionally, the ViaBTC team will connect with miners and industry partners at Booth S-02 for face-to-face exchanges, sharing a decade of mining service experience and discussing collaboration opportunities. ViaBTC hopes to gain deeper insights into miners’ actual needs through this event, while continuously enhancing the stability of its mining services and the flexibility of its revenue management.

According to monitoring by ai_9684xtpa, a whale that allocated $8.09 million to accumulate altcoins in early October is still increasing its holdings. Over the past 10 days, it has added roughly $2.7 million, bringing its total position value to $10.79 million, with an accumulated unrealized loss of around $1.904 million. Details of its holdings and losses: 2.55 million ZRO at an average entry price of $2.08, with an unrealized loss of approximately $970,000; 6.3 million WLD at an average entry price of $0.5189, with an unrealized loss of about $568,000; 5.77 million BAT at an average entry price of $0.1981, with an unrealized loss of roughly $288,000; and 20 million CHIP at an average entry price of $0.04928, with an unrealized loss of around $77,000.

Ethereum Foundation researcher Toni Wahrst?tter announced in a post that core developers last week decided to delay the Hoodi testnet upgrade to Glamsterdam, following a ChainSecurity report uncovering compatibility and security issues between EIP-8037 and certain smart contracts. Identified problems include: residual gas may rise during transaction execution, causing underflow in some gas counting logic and triggering rollbacks, or activating code paths that should not execute, making transactions appear successful. Additionally, some contracts may incorrectly calculate gas consumption during calls, leading to underestimated usage. ChainSecurity previously noted it has found 13 real-world cases and is conducting responsible disclosure with affected projects. Wahrst?tter said further reviews of related contracts will be carried out this week to assess follow-up solutions, which may require collaboration among application developers, core developers, auditors, and node operators. In the worst scenario, protocol specifications may need adjustment. He urged application developers and auditors to verify their contracts’ compatibility with EIP-8037 and EIP-8038, and report issues promptly.

Charlie Bilello, chief strategist at Creative Planning, stated in a post that Bitcoin has declined 7.3% year-to-date and gold has fallen 7.5%, making them the two worst-performing major assets of 2026 so far. He noted that such a situation has never occurred in any previous year.

Paradigm CTO Georgios Konstantopoulos announced in a post that Solar’s EVM code generation (codegen) feature will be released this week. The tool is over 100 times faster than solc, and can generate gas-efficient bytecode without requiring any assembly code.