rac

According to a report by Reuters on November 4, citing the Financial Times, Oracle has canceled a multi-billion dollar chip leasing contract with Tencent. The report stated that U.S. officials had expressed concerns to Oracle about the deal, and Oracle abandoned the agreement under pressure from the Trump administration.It was reported that Tencent also hosted high-level officials from Guangdong Province, who requested the company to support domestic chips. Reuters stated that it was unable to immediately verify the above report, and Oracle, Tencent, and the White House did not respond to Reuters' request for comment.The Financial Times reported last month that Tencent signed its largest overseas leasing agreement with Oracle, valued at approximately $7 billion. The five-year agreement covered multiple data centers of Oracle in Southeast Asia and was originally expected to allow Tencent to obtain about 100,000 advanced AI chips that could not be acquired in China due to related restrictions between Washington and Beijing.

According to a report by Korean Electronic News on November 3, major global semiconductor equipment companies such as Applied Materials, ASML, Lam Research, Tokyo Electron, and KLA have entered the final stages of equipment supply contracts for 2028, with some companies also beginning discussions on procurement orders for equipment available in 2029. Industry insiders say that there is a surge in demand centered around front-end processes, with a desire to quickly move equipment into fabs. Core equipment partners of companies like TSMC, Micron, and Intel are formulating supply strategies for 2029, and some Korean equipment companies that directly trade with these overseas manufacturers are also reviewing supply plans for two to three years ahead.Discussions on wafer fab equipment supply contracts typically start 6 to 12 months before implementation, with delivery taking about 3 to 6 months after purchase orders are placed. Reports indicate that investment in artificial intelligence infrastructure continues, and semiconductor manufacturers are simultaneously advancing large-scale equipment investments, with equipment delivery times now more than doubled compared to usual, with some categories exceeding 2 years, and related contracts being pushed forward by 1 to 2 years compared to normal. ASML stated during its earnings announcement last month that it expects no interruptions in the supply of lithography equipment until 2028 and is also exploring plans to expand future capacity.An executive from a global equipment company stated that discussing equipment supply three years out at this point is unusual, and combined with the current state of fab investments, this trend is expected to continue until 2030. Another industry insider mentioned that global front-end and back-end investments are proceeding in parallel, and the trend of signing equipment import contracts earlier than competitors may spread to the back-end sector, prompting Samsung Electronics and SK Hynix to take measures to secure core process equipment in advance. Samsung Electronics and SK Hynix are currently continuing to advance their fab investments.

Elon Musk stated that, at present, the space data center seems quite attractive.

Anthropic recently released the latest research on verifiable AI outputs and introduced the new system FlashProve.When explaining how related capabilities can be implemented in real production environments, the document references the Ethereum ecosystem L2 Mantle as a use case, and in the public research of leading AI laboratories, Mantle is regarded as one of the on-chain production practices that can be referenced.

Bitget has launched MA (Mastercard) stock perpetual contracts. The contracts are settled in USDT, support up to 20 times leverage, and are available for trading 24/7. So far, Bitget supports a total of 395 stock perpetual contract underlying assets.

According to market news, TenArmorAlert stated: its system detected suspicious attacks involving the InsurancePool and CoreVault contracts on BSC, resulting in a loss of approximately $112,300.

User jujudog69 claims to be a former employee of the on-chain visualization platform Bubblemaps and accuses it of signing a secret agreement with the tool platform Proxima, which helps bundled buyers evade detection. The user alleges that starting from April 2025, Proxima pays Bubblemaps $45,000 per month for consulting support such as clustering algorithm parameters, and has attached what is claimed to be contract evidence.Bubblemaps officially responded and refuted the above accusations, stating that the document is a forged AI-generated content. The vulnerabilities they listed include: the publisher is not a former employee and is actually promoting their own competing product; the CEO's email in the document is fabricated; the contract is dated April 2025, but the listed headquarters address is the current address that the team moved to later, which does not match public legal registration records.Bubblemaps stated that the team is small and is aware of the identities of all former employees, and called on the industry to be vigilant against malicious smear campaigns from competitors.

According to Gate market data, U.S. stocks closed on Tuesday with the Dow Jones Industrial Average initially down 0.38%, the S&P 500 index up 0.37%, and the Nasdaq up 0.83%. Micron Technology, SK Hynix, and Nvidia all rose over 2%, AMD rose 3.6%, Oracle rose 5.8%, and Apple fell nearly 2%. The Nasdaq Golden Dragon China Index rose 0.21%, and JD.com rose 2.3%.

According to The Defiant, a group supported by Cboe has filed a lawsuit regarding the approval of individual stock perpetual contracts by the Commodity Futures Trading Commission (CFTC) and is seeking emergency relief to prevent the relevant contracts from being listed as securities futures.The lawsuit names Coinbase, Kalshi, and Bitnomial as defendants. Kalshi is a prediction market platform regulated by the CFTC, while Bitnomial operates a cryptocurrency derivatives trading business. The plaintiffs hope to intervene with emergency relief before the relevant contracts are officially listed.

The U.S. Commodity Futures Trading Commission (CFTC) has approved the first batch of perpetual futures contracts linked to U.S. individual stocks, allowing such products to be listed and traded on regulated exchanges in the U.S. for the first time.This means that U.S. investors will be able to trade individual stock perpetual contracts through regulated markets, further expanding the crossover between traditional stocks and the cryptocurrency derivatives market.

According to PR Newswire, the CME Group reported that the average daily trading volume in October 2026 reached a record 30 million contracts, an increase of 15% compared to the same period in 2025, surpassing the previous record of 26.3 million contracts. Among them, the average daily trading volume of cryptocurrency contracts reached 145,000 contracts, with a nominal trading value of approximately $7.85 billion.In other major asset classes, the average daily trading volume for interest rate products was 14.8 million contracts, for equity index products was 8.8 million contracts, for energy products was 2.7 million contracts, and for agricultural products was 2.1 million contracts. Overall data shows that the trading activity of derivatives across multiple asset classes at the CME Group increased in October.

The proposal number 108 of the TRON network has been officially approved and is now in effect. The smart contract storage operation optimization introduced in version GreatVoyage-v4.8.2.4 (Empedocles) is now synchronized and enabled. This update further optimizes contract storage-related operations, helping to improve processing consistency and stability in relevant execution scenarios.With the official implementation of proposal number 108, the TRON network has further enhanced contract execution stability and node operation reliability, providing developers and ecological applications with a more stable underlying operating environment.

Bitget has launched perpetual contracts for LNG (Cheniere Energy) and MO (Altria Group). The above contracts are settled in USDT, support up to 20x leverage, and are available for trading 24/7. So far, Bitget supports a total of 394 perpetual contract underlying stocks.

According to reports, Oracle ORCL.N plans to issue $10 billion worth of stock at a discount of 11%, with the expected offering price at $116 per share.

The team behind Revolut has launched the perpetual contract platform Extended and released the XTEN token economic description. XTEN is the native token of the Extended ecosystem, with a maximum supply of 1 billion tokens, minted all at once at genesis, and the supply cap cannot be increased. The community airdrop allocates 300 million tokens, accounting for 30% of the total supply, which will be fully unlocked at the Token Generation Event (TGE). The portion unlocked at TGE accounts for approximately 32.9% of the total supply, with a maximum circulating supply of 30% of the total. XTEN staking will go live simultaneously with TGE, with League level thresholds starting from 500 XTEN.Founders, team members, and investors will collectively receive 500 million tokens, which will not be unlocked before the end of a 12-month cliff period. After the cliff period, the founders and team will release tokens linearly in 36 equal installments from the 13th month to the 48th month; investors will unlock 25% in the 12th month, with the remaining 75% released monthly until the 48th month. The ecosystem allocation is 200 million tokens, of which 150 million will enter the emission reserve as the sole source of staking rewards, and emissions will stop once this reserve is exhausted; 50 million tokens will be allocated to the ecosystem fund, with 28.589286 million tokens unlocked at TGE but stored in a public wallet, with further announcements to be made before deployment. In the community allocation, 17.384355 million tokens correspond to the internal market-making platform of the operating entity X10 Ltd., obtained according to the points system, and the tokens are owned by X10 Ltd.To receive the airdrop, users must sign the terms within the app; the signing window will be announced separately, and any unaccepted allocations before the window closes will be transferred to the ecosystem fund. The staking balance determines the discount on transaction fees, additional yield multipliers for the Vault, deposit limits, and alliance revenue multipliers, with staking discounts ranging from 5% for Pawn tier to 30% for King tier. Unstaking will have a 7-day queue, during which no rewards will be counted, and it will not affect the level. XTEN will natively support Circle's CCTP, and Extended claims it is the first third-party token to launch on Arc with native CCTP support. Due to considerations related to MiCA, XTEN will not be available for EU users on Extended at the time of spot launch, but European point holders can still claim, hold, stake, and transfer. The TGE date, claiming window, and emission schedule will be announced separately, with the issuer being Extended Ecosystem Limited, and the white paper has been reported to the Cyprus Securities and Exchange Commission (CySEC).