U.S. spot Bitcoin ETFs lost $1.0418 billion across October 30 and November 2, led by $639 million in BlackRock IBIT outflows. Bitcoin briefly tested $76,300.
Samsung expects its 2026 2nm foundry project orders to more than double year over year as AI chip demand grows, but fab yields, customer shipments and profitability remain unproven.
Bosch’s $2 billion Roseville silicon-carbide fab has produced samples, but commercial qualification, customer shipments and factory yields remain the tests behind its 2028 chip strategy.
Tether’s CEO estimates 150,000 Bitcoin in company holdings, versus about 100,060 BTC implied by the September USDT reserve attestation. The gap does not prove a new acquisition.
Tutor Intelligence raises $75 million, taking total funding to $117 million. Its warehouse robots rely on human tutors; reliability and deployment economics remain unverified.
NVIDIA details city AI projects in Spain, Malaysia and beyond. We examine claimed traffic gains, service costs, privacy, simulation limits and missing audits.
Bosch plans a dedicated semiconductor division in 2028 and targets €5 billion in annual chip sales by 2030, expanding into robotics, AI power electronics and third-party foundry work.
Strategy’s November 2 SEC filing reveals 811 BTC acquired for $65.5 million, alongside $208.2 million in STRC repurchases. A capital-flow chart explains the difference.
Franklin Templeton’s Sandy Kaul argues blockchain rails could enable autonomous AI payments. The July 2026 thesis, October agent-finance context and forecast uncertainties explained.