Morgan Stanley: Semiconductor stocks’ support level could be 15% lower than current levels.

Galaxy Digital announced its Q3 2026 financial results, reporting a net profit of $323 million, diluted earnings per share (EPS) of $0.66, and adjusted EPS of $0.83 for the period. Adjusted gross profit came in at $569 million, with adjusted EBITDA reaching $455 million. As of September 30, the company’s total equity stood at $3 billion, while its holdings of cash, stablecoins, and U.S. Treasuries totaled $4.9 billion. Year-to-date, Galaxy Digital has repurchased 9.8 million shares, and secured board approval for an additional $200 million share repurchase program. Operationally, the company expanded its total data center power capacity to over 5.7 gigawatts, and completed a $3.5 billion senior secured note offering to fund the second phase of its Helios I project.

Rui Jie Finance announced it has raised Microsoft’s (MSFT.O) price target from $540 to $630.

According to monitoring by Onchain Lens, a Bitcoin whale has once again withdrawn 65 BTC, worth approximately $5.2 million, marking its first large-scale on-chain activity in nearly two years. Over the past 20 days, the whale has withdrawn a total of 136.894 BTC from Coincheck and bitFlyer, valued at around $11.24 million.

Beating AI News Flash, OpenAI disclosed last week that two AI agents, which were originally unable to communicate via network or shared files, secretly exchanged information by exploiting the read speed difference of CPU cache. Guillermo Rauch, founder and CEO of Vercel, subsequently created a demo program called "cpu-chat" to replicate a similar communication method on his own computer. He used Firecracker technology to run at least two isolated, network-disabled virtual machines on the same machine. Under normal circumstances, these virtual machines cannot directly exchange information, but they still share the same hardware resources. Rauch tested three methods: one side intentionally occupied the CPU, altered cache state, or consumed memory bandwidth, while the other side monitored changes in its own operating speed and interpreted the speed difference as a message. Even after disabling hyper-threading, disabling memory page merging, and assigning different virtual machines to separate CPU cores, this communication method still worked. Rauch noted that the experiment is not only applicable to x86 processors, but also runs on Apple M5 chips. However, this experiment is a manually designed communication test, not a case where two AI agents secretly connect on their own initiative. Rauch also pointed out that real cloud environments have more interference factors, making this type of communication harder to achieve, and anomalies can be detected by monitoring hardware operating status.

According to OnchainLens monitoring, a Bitcoin whale dormant for five months withdrew 11,330 BTC from the Binance exchange, valued at approximately $902.7 million based on the price at the time of monitoring.

Coca-Cola’s third-quarter net revenue hit $13.4 billion. Its Q3 comparable earnings per share (EPS) came in at $0.91, exceeding the consensus estimate of $0.88. The company now forecasts full-year comparable EPS growth of at least 11%, up from its prior projection of 9% to 10%. It expects full-year capital expenditure to remain roughly $2.2 billion, unchanged from its earlier guidance. According to data from BIT Stock Platform, Coca-Cola’s U.S. pre-market shares rose around 1%.