Crypto Pulse

The window for this issue runs from the full day of 2026/10/14 (US pre-market through after-hours) to 2026/10/15 02:52 UTC and captures 8 items spread across 4 of the 6 layers of the AI supply chain. The lead item is Flex closing its $4.4B acquisition of EPC Power. Deal value counted this issue is $794M against $18.6B of capital spending and community commitments that are excluded, making the excluded side 23 times the counted side. 1.The Six Layers of the AI Supply Chain 2.Today's AI BriefsLaye

1. Today's Market: Money Moved From Growth Into DefensivesUnit: %, same-day sector averages among Nasdaq-listed names; all three fell, so the zero line sits on the right. Utilities fell furthest at 3.04%, with communication services at 2.58% and technology at 1.81%. The three indexes separated widely: the Nasdaq down 1.88%, the S&P 500 down 1.08% and the Dow close to flat. The difference is in what they hold, since the Nasdaq carries the heaviest technology weight and the Dow does not hold those

Overview Binance published its notice on the closure of Binance Pool services on October 13, confirming that the pool and its related products stop at 07:00 UTC on November 10, 2026. At that moment mining connections are severed and endpoints stop accepting submissions, with any hashrate or shares sent afterwards neither processed nor credited. The closure covers more than the pool itself, taking in Pool Savings, Cloud Mining, the Transaction Accelerator, Telegram hashrate alerts, email notifica

Overview Chainalysis put a number on something that had been largely unmeasured. In its annual report on the North American crypto economy, published October 14, the firm counted more than 138 million x402 transactions on Base by the close of its study period, which covers the twelve months ending July 1, 2026, with the micropayment analysis extended to the sixteen months ending September 2026. The size distribution matters more than the count. Over 87% of those payments fell between one hundred

Bank of America (NYSE: BAC) shares fell 4.76% to $51.39 on October 14, 2026, after the bank reported weaker-than-expected third-quarter earnings and recorded a $1.2 billion regulatory settlement charge. The bank reported earnings per share (EPS) of $0.91, while adjusted EPS of $1.08, excluding the charge, also missed Wall Street's approximately $1.10 consensus estimate.The decline reflected more than a one-time regulatory expense. Although revenue increased 3% year over year to $30.0 billion and

CoreWeave (NASDAQ: CRWV) stock plunged 15.46% to $65.78 on October 14, 2026, as rising corporate bond yields intensified concerns about the AI cloud provider's debt burden and financing costs. Shares fell as low as $64.41 during the session, with trading volume reaching 111.3 million shares, according to StockAnalysis.The selloff followed a sharp decline in CoreWeave's bond prices, pushing yields on its U.S. dollar-denominated 2032 notes toward 15%, compared with their original 9.625% coupon. A

Overview ASML delivered a record third quarter on October 14. Revenue, gross margin and net income all came in strong, full-year guidance was raised again, and management said some customers are already discussing equipment orders for 2029 and even 2030. According to the company's quarterly results release, net sales reached €11.662 billion with a gross margin of 57.5%, net income of €4.960 billion and basic earnings per share of €12.95. The share price said something else entirely. Per stockana

Taiwan Semiconductor Manufacturing Company (NYSE: TSM) reported $46.72 billion in Q3 2026 revenue and NT$763.06 billion in net profit on October 15, with profit rising 68.7% year over year as demand for advanced semiconductor manufacturing remained strong.Revenue exceeded TSMC's previous guidance, while the company forecast $52.3 billion–$54.3 billion in fourth-quarter revenue, signaling expectations for further growth. However, gross margin declined sequentially as the chipmaker expanded produc

I. Macro and Market Sentiment· Market data: BTC $81,555（-2.13%）｜ETH $2,411（-3.81%）｜SOL $103.96（-3.22%）· Market sentiment: Funding rate -0.0027%｜Fear & Greed Index 53（Neutral）· Inflation data: September CPI rose 3.7% year on year, while core CPI increased 2.6% year on year, both exceeding expectations. The probability of a rate hike briefly climbed to 43.7% following the release. Read more· Rate path: Federal Reserve officials remain divided over an immediate rate hike, while elevated long-term y

U.S. inflation accelerated more than expected in September 2026, triggering a sharp selloff in technology stocks and raising concerns that the Federal Reserve may need to increase interest rates again.According to the U.S. Bureau of Labor Statistics (BLS), the Consumer Price Index (CPI) rose 3.7% year over year in September, up from 3.4% in August and above the 3.6% market forecast. Core CPI, which excludes food and energy, also exceeded expectations at 2.6%.The October 14 report pushed investor