[Google to Support $19 Billion Lease Between Anthropic and TeraWulf] Google is supporting a $19 billion data center lease between Anthropic and TeraWulf. If Anthropic defaults on rent payments or goes bankrupt, Google can take over the lease or, under certain conditions, pay a termination fee to acquire a stake in Raylan Data, TeraWulf's subsidiary operating the project. The lease is for 20 years and covers 401 megawatts of computing capacity at TeraWulf's Kentucky data center. Google's stake will depend on the termination fee as a percentage of the total development and construction costs of the project, and the stake will be held in a subsidiary, not in the publicly traded TeraWulf. Capacity delivery is expected to begin at the end of 2027 and continue until the second quarter of 2028.

The number of Americans filing for initial jobless claims for the week ending October 31 was 189,000, compared to an expected 196,000. The previous figure was revised from 194,000 to 195,000. (Source: Jinshi) AI Interpretation: Initial jobless claims were significantly lower than expected and at a historically low level, directly demonstrating extremely strong demand in the US labor market. This tight employment environment supports wage growth, thereby exacerbating the stickiness of core inflation. Faced with such robust employment data, the Federal Reserve must maintain high interest rates to prevent the economy from overheating. Market illusions about a rate cut in the short term have been completely shattered, and the high-interest-rate environment will continue for a longer period.

Samsung has officially launched cryptocurrency payment functionality for its 82 million users. Samsung, the world's largest smartphone company, has officially begun supporting Bitcoin and cryptocurrency payments. (The Bitcoin Historian)

GCSA has released a report disclosing several security risks. Attackers impersonated security@ku.com to trick KuCoin users into downloading remote control programs. KuCoin has implemented a DMARC isolation policy. The MCP toolkit referenced in Bitkub's official documentation is at risk of third-party re-registration of package names and plaintext keys, but there is currently no evidence of credential leakage. The Avalanche ecosystem's TranchePool was attacked due to a flaw in its cross-day settlement logic. Attackers exploited flash loans and duplicate withdrawals to transfer approximately 1,013,400 USDC within 202 seconds. This incident is a vulnerability in the upper-layer application; the underlying network was not affected.

On November 5th, Allianz Investment Management predicted that the Federal Reserve would raise interest rates in December of this year, March of next year, and June of next year. Gregor MA Hirt, Chief Investment Officer for Multi-Assets at Allianz Investment Management, stated that there is currently no AI bubble, as corporate earnings are strong and capital expenditures continue. Michael Heldmann, Chief Investment Officer for Equities at Allianz Global Investors, anticipates U.S. corporate earnings growth of approximately 16% in 2027, with robust earnings growth serving as a key support for U.S. stocks. Given the current high valuations and bond yields, future stock returns will depend on corporate earnings growth and dividend performance. Market focus is shifting from companies involved in AI infrastructure to those capable of converting AI applications into sustainable profits. Allianz is optimistic about companies with consistent dividend growth potential, and financial stocks remain one of its favored sectors.