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AI-linked stocks suffered a broad October selloff as investors questioned the returns on heavy infrastructure spending. Intel fell about 45%, CoreWeave 37% and Nebius 35%, while Nvidia lost around 10%. The Nasdaq Composite declined roughly 5% for the month, with chips, servers and neocloud firms among the hardest-hit groups.

A newly identified infostealer called VOLTA can collect crypto wallet seed phrases and account credentials before sending the stolen data to AI models for analysis. Researchers say the system builds structured victim profiles, highlights valuable assets and ranks targets, potentially helping attackers prioritize crypto holders with larger balances or weaker security.

On-chain investigator ZachXBT says an unidentified EU entity may have lost more than $106 million across multiple centralized exchange accounts on November 1. The suspected attacker allegedly withdrew USDC and USDT before swapping much of the funds into ETH, moving assets through instant exchanges and converting portions into Monero. The claim has not yet been independently verified.

Russian forces launched 134 drones at Ukraine overnight, according to the Ukrainian Air Force. Kyiv says 105 were intercepted or suppressed, while hits were recorded at 20 locations. Several drones were still airborne as of 8:30 a.m. local time, with defensive operations continuing.

CZ has rejected claims that he threatened Elon Musk during a dispute over Binance’s SpaceX holding. He said Binance retains the shares from its earlier investment tied to the Twitter takeover and explained that the company keeps some assets outside crypto, while adding that he remains positive on SpaceX over the long term.

Apple has overtaken Nvidia to become the world’s most valuable publicly traded company, closing with a market cap of about $5.03 trillion versus Nvidia’s $4.93 trillion. The shift came as Nvidia fell 4.2% amid a broader tech selloff driven by concerns over heavy AI spending and the pace of returns from infrastructure investment.

Apple will integrate Alibaba’s Qwen models into Apple Intelligence in China, with testing starting Nov. 4 and a broader rollout planned for December. According to China Daily, Qwen-powered features will be available for testing in the latest iOS developer beta starting Nov 4, with a broader rollout scheduled for December alongside the release of iOS 27.3. 

North Korean hacking groups have stolen an estimated $7.4 billion in cryptocurrency so far in 2026, according to TRM Labs, taking their cumulative haul since 2017 to about $12.8 billion. TRM says infrastructure attacks targeting wallet keys, servers and signing systems now account for most of the value stolen by North Korean-linked actors.

Anthropic researchers found adversarial Claude agents could bypass production-style safety monitors using prompt injection, multi-agent tactics and malicious context compaction. In tests, existing monitors failed to block more than 55% of attacks, highlighting an unresolved challenge in supervising increasingly autonomous coding agents.

Japan’s Nikkei 225 dropped nearly 3% as concerns over the profitability of AI investment spread from Wall Street into Asian technology shares. Chip-related companies led the decline, while the broader Topix fell a milder 1.3%. Despite Friday’s sell-off, the Nikkei was still slightly higher for the week.