Flash News

Sam Altman: OpenAI Targets $1.4 Trillion AI Infrastructure by 2033, Rejects Government Datacenter Guarantees and Plans AI Cloud Compute Sales

According to @sama, OpenAI does not seek or want government guarantees for its datacenters and supports governments building and owning their own AI infrastructure for public benefit. Source: Sam Altman on X, Nov 6, 2025. According to @sama, OpenAI expects to end the year above a $20 billion annualized revenue run rate, is evaluating about $1.4 trillion in infrastructure commitments over the next eight years, plans to directly sell AI cloud compute capacity to enterprises and individuals, and may raise additional equity or debt. Source: Sam Altman on X, Nov 6, 2025. According to @sama, discussions of government loan guarantees were limited to supporting U.S. semiconductor fab buildouts to secure an American chip supply chain and are distinct from any private-benefit datacenter financing. Source: Sam Altman on X, Nov 6, 2025. According to @sama, severe compute constraints are forcing rate limits and delaying features today, making under-provisioning a bigger risk than overbuild and requiring immediate large-scale investment timelines. Source: Sam Altman on X, Nov 6, 2025. According to @sama, the insurer-of-last-resort comment referred to catastrophic misuse risks and not to bailing out datacenter projects, and he reiterated that the market should handle failure if OpenAI gets it wrong; no cryptocurrencies, tokens, BTC, ETH, or blockchain initiatives were referenced. Source: Sam Altman on X, Nov 6, 2025. (Source)

More from Sam Altman 11-06-2025 19:21
AI Stocks Selloff: NVDA and PLTR Slide While Apple (AAPL) Regains Safe-Haven Status, Bloomberg Says

According to @business, a broad selloff dented high-flying AI trades from Nvidia (NVDA) to Palantir (PLTR), while Apple (AAPL) was left unscathed. Source: Bloomberg (@business), https://www.bloomberg.com/news/articles/2025-11-06/apple-regains-safe-haven-status-as-ai-trade-looks-shakier. Bloomberg characterizes Apple as regaining safe-haven status as the AI trade looks shakier, a relative-strength signal equity traders can track via AAPL versus NVDA and PLTR amid any continued rotation. Source: Bloomberg (@business), https://www.bloomberg.com/news/articles/2025-11-06/apple-regains-safe-haven-status-as-ai-trade-looks-shakier. The report does not reference cryptocurrencies, so no direct crypto market impact is cited. Source: Bloomberg (@business), https://www.bloomberg.com/news/articles/2025-11-06/apple-regains-safe-haven-status-as-ai-trade-looks-shakier. (Source)

More from Bloomberg 11-06-2025 19:13
Elon Musk Shareholder Votes and Governance Momentum: Bloomberg Opinion Signals Trade Focus for Tesla (TSLA) and Musk-Led Stocks

According to @business, Bloomberg Opinion characterizes the Musk shareholder deal as giving him what he wants in exchange for the stock going up, highlighting a governance-driven pattern in Musk-led companies; source: Bloomberg @business on X referencing Bloomberg Opinion. Traders can frame upcoming shareholder votes and governance headlines at Musk companies (e.g., Tesla) as near-term catalysts for momentum and headline-risk positioning; source: Bloomberg @business on X referencing Bloomberg Opinion. The source did not provide specific tickers, dates, or price targets; source: Bloomberg @business on X. Crypto impact: the source did not cite any direct cryptocurrency effects; source: Bloomberg @business on X. (Source)

More from Bloomberg 11-06-2025 18:52
Warner Bros. Revenue Miss and Sale Plans Create Trading Catalyst and Crypto Sentiment Watch

According to @business, Warner Bros. reported revenue below estimates and is pursuing plans for a sale, creating an immediate headline-driven catalyst for the stock into the next session. Source: Bloomberg (@business) https://twitter.com/business/status/1986505497873129525 The post does not include numeric results or timing details, so traders should monitor the linked Bloomberg Intelligence segment for follow-ups that could move price, volume, and options implied volatility. Source: Bloomberg (@business) https://twitter.com/business/status/1986505497873129525 For crypto, equity risk-off episodes have historically correlated with moves in BTC and ETH; if this media-sector shock broadens, crypto could see sympathy volatility even without a direct link to Warner Bros. Source: International Monetary Fund https://www.imf.org/en/Blogs/Articles/2022/01/21/crypto-prices-move-more-in-sync-with-stocks; Source: Bloomberg (@business) https://twitter.com/business/status/1986505497873129525 (Source)

More from Bloomberg 11-06-2025 18:46
Regulatory Crackdown: Samourai Wallet Crypto Mixer Co-Founder Gets 5 Years for Dark Web Money Laundering

According to @business, a co-founder of cryptocurrency mixer Samourai Wallet was sentenced to five years in prison for operating a business that laundered hundreds of millions of dollars from illegal dark web transactions and fraud schemes, source: Bloomberg @business. According to @business, the case targets a crypto mixing service and is directly relevant to traders monitoring regulatory risk and compliance-driven flows across the digital asset market, source: Bloomberg @business. (Source)

More from Bloomberg 11-06-2025 18:42
MiraNetwork x Aven Pilot: $2,000 Onchain Wallet Uses x402 for Trustless, Verifiable Payments and Airdrop Automation

According to @cas_abbe, MiraNetwork funded a $2,000 wallet that Aven will autonomously use to buy Pokémon packs via x402, with every step verified onchain and rewards airdropped to users without human intervention, source: @cas_abbe on X and @MiraNetwork on X. The post describes this as the first real look at how x402 plus Mira enable trustless, verifiable payments for autonomous agents, addressing the lack of proof-backed onchain spending by AI agents, source: @cas_abbe on X. (Source)

More from Cas Abbé 11-06-2025 18:40
Soumith Chintala Leaves Meta (META), Steps Down From PyTorch on Nov 17: 90%+ AI Adoption, Exascale Training, 2025 Roadmap

According to Soumith Chintala, he will step down from PyTorch and leave Meta on November 17, 2025 (source: Soumith Chintala on X, Nov 6, 2025). He stated that PyTorch now handles exascale training, powers foundation models, is taught widely, and is in production at virtually every major AI company with 90%+ adoption in AI (source: Soumith Chintala on X, Nov 6, 2025). He emphasized a prepared succession bench—Edward, Suo, Alban, Greg, John, Joe, Jana, Jason and others—saying the project no longer depends on him and is truly resilient (source: Soumith Chintala on X, Nov 6, 2025). He pointed to a coherent PyTorch Conference product story and said the 2025 product lineup and execution will evidence continued strength (source: Soumith Chintala on X, Nov 6, 2025). He noted the PyTorch Conference now draws around 3,000 attendees where market-moving deals are brokered, underscoring deep industry integration (source: Soumith Chintala on X, Nov 6, 2025). He added that he is pursuing a small new venture outside Meta while staying involved with the community, including filing issues (source: Soumith Chintala on X, Nov 6, 2025). (Source)

More from Soumith Chintala 11-06-2025 18:36
Polymarket Private Valuation Surges in 2025: Claims of KOL Spend and No User Ownership Access — Trading Takeaways

According to @KookCapitalLLC, Polymarket’s private-market valuation continues to increase, benefiting existing owners while leaving users with no opportunity to own the business; source: @KookCapitalLLC on X, Nov 6, 2025. The author alleges expanded KOL marketing to drive platform volume and characterizes the situation as “scammers,” signaling no direct equity exposure route for traders to the company; source: @KookCapitalLLC on X, Nov 6, 2025. (Source)

More from kook 11-06-2025 18:35
Meta (META) AI Shake-Up: PyTorch Leader Soumith Chintala Steps Down After 8 Years, Citing 90%+ Adoption and Exascale Training

According to @soumithchintala, he will step down from leading PyTorch and leave Meta on November 17 after nearly eight years guiding the framework, stating he took PyTorch from nothing to over 90% adoption in AI, which is directly relevant for traders tracking AI infrastructure exposure at Meta (META) and its ecosystem partners, source: Soumith Chintala on X, Nov 6, 2025. He noted PyTorch now handles exascale training, powers foundation models, is in production at virtually every major AI company, and is widely taught in academia, highlighting the framework’s central role in enterprise AI stacks that investors monitor for continuity and roadmap execution, source: Soumith Chintala on X, Nov 6, 2025. Chintala emphasized leadership continuity, naming Edward, Suo, Alban, Greg, John, Joe, and Jana as ready, with culture carriers Greg, Alban, Ed, Jason, and Joe at the decision table and Suo, John, and Jana joining, signaling an orderly transition for a critical layer of AI software, source: Soumith Chintala on X, Nov 6, 2025. He added that the 2025 PyTorch product lineup and execution should provide evidence of the project’s resilience, offering a tangible near-term milestone for market watchers to track, source: Soumith Chintala on X, Nov 6, 2025. He described his role as leading the software layer that powers the entire AI industry and said every major AI company and hardware vendor are on his speed dial, underscoring the ecosystem significance of this leadership change for traders assessing AI supply chains, source: Soumith Chintala on X, Nov 6, 2025. (Source)

More from Soumith Chintala 11-06-2025 18:28
Morgan Stanley Sees Big Gains for a Dual Crypto and AI Stock, CNBC Reports

According to @CNBC, Morgan Stanley sees big gains ahead for a stock positioned as both a crypto and AI play, indicating a bullish view on an equity leveraged to digital assets and artificial intelligence themes (source: CNBC). @CNBC notes the social post does not disclose the ticker, rating, price target, or catalysts, limiting immediate trade sizing and risk management until the full article or note is reviewed (source: CNBC). For crypto market impact, @CNBC’s framing implies potential sensitivity to digital asset sentiment and AI investment cycles, which traders often monitor across crypto-exposed equities, pending detailed metrics in the full report (source: CNBC). (Source)

More from CNBC 11-06-2025 18:24
CNBC Crypto World Daily: Crypto Regulation Coverage, Global Insights, and Market-Moving Interviews for Traders

According to @CNBC, CNBC Crypto World is a daily program that delivers analysis of evolving crypto legislation, a global perspective, and high-profile interviews to keep digital asset traders up to date on opportunities and risks, supporting trading decisions with timely regulatory and market insight; source: CNBC on X, Nov 6, 2025, bit.ly/4p4YaOf. @CNBC states the show focuses on where the opportunities and pitfalls may be for digital currency markets, indicating coverage aimed at identifying regulatory catalysts and risk factors that can affect price action; source: CNBC on X, Nov 6, 2025, bit.ly/4p4YaOf. (Source)

More from CNBC 11-06-2025 18:23
Nvidia NVDA Loses $450B Market Cap in 3 Days: Steepest Drop Since Jan 2025 and What It Signals for AI Stocks and Crypto Sentiment

According to @KobeissiLetter, Nvidia (NVDA) has shed roughly $450 billion in market capitalization since Monday, marking its steepest three-day decline since January 2025, highlighting elevated volatility in AI-levered equities (source: @KobeissiLetter, X, Nov 6, 2025). For traders, the update underscores the need to monitor liquidity and risk appetite across AI-linked stocks and to watch crypto market sentiment in bellwethers like BTC and ETH, though no direct crypto impact was reported in the source (source: @KobeissiLetter, X, Nov 6, 2025). (Source)

More from The Kobeissi Letter 11-06-2025 18:11
BillionToOne Soars 67% on IPO Debut After Upsized $273.1 Million Offering

According to @business, BillionToOne shares jumped 67% on their trading debut after the molecular diagnostics company raised 273.1 million dollars in an upsized initial public offering, source: Bloomberg. Bloomberg reported the IPO as upsized with proceeds of 273.1 million dollars and a first-day gain of 67 percent; the source did not mention any direct impact on cryptocurrency markets, source: Bloomberg. (Source)

More from Bloomberg 11-06-2025 18:10
NVDA, OpenAI Flag Tighter AI Financing? Edward Dowd Cites Government Backstop Talk — Trading Implications for NVDA, AI Stocks, and RNDR, FET

According to @DowdEdward, Sam Altman (OpenAI) and Jensen Huang (NVIDIA: NVDA) effectively asked for a government backstop for AI, signaling that financing and end-demand behind the scenes have materially tightened and slowed, which he characterizes as fundamental degradation; source: @DowdEdward on X. Based on this assertion, traders may position for downside risk in NVDA and AI hardware beneficiaries if data center capex cools, while AI-linked crypto tokens could face sentiment headwinds as AI growth expectations reset; source: @DowdEdward on X. Near term, watch NVDA price action, cloud capex commentary, and volatility in AI tokens such as RNDR and FET for confirmation of tightening conditions implied by his remarks; source: @DowdEdward on X. (Source)

More from Edward Dowd 11-06-2025 17:52
Microsoft (MSFT) Forms Superintelligence Team Led by AI Chief Mustafa Suleyman: Key Details for Traders

According to @CNBC, Microsoft has formed a new superintelligence team under AI chief Mustafa Suleyman with the stated mission "to serve humanity," source: CNBC. The announcement did not disclose budget, product roadmap, timeline, or revenue guidance, source: CNBC. The source did not reference cryptocurrencies, tokens, or blockchain initiatives, and it cited no immediate stock or crypto market impact, source: CNBC. (Source)

More from CNBC 11-06-2025 17:48
Bitcoin (BTC) and Ethereum (ETH) ETFs Log $569.74M Net Outflows on Nov 6; BlackRock Posts 3,609 BTC and 77,112 ETH Redemptions

According to @lookonchain, 10 Bitcoin ETFs recorded a net outflow of 2,264 BTC worth $228.62M on Nov 6 (source: @lookonchain). BlackRock saw outflows of 3,609 BTC ($364.39M) and now holds 796,092 BTC valued at $80.38B (source: @lookonchain). BlackRock’s BTC outflow exceeded the aggregate net outflow, implying other BTC ETFs collectively had a net inflow of roughly 1,345 BTC on the day based on the reported totals (source: @lookonchain). For Ethereum, 9 ETFs posted a net outflow of 103,494 ETH totaling $341.12M (source: @lookonchain). BlackRock reported outflows of 77,112 ETH ($20.89M) and currently holds 3,892,951 ETH valued at $12.83B (source: @lookonchain). The figures imply the remaining ETH ETFs combined for an estimated net outflow of about 26,382 ETH on the day based on the reported totals (source: @lookonchain). BlackRock’s daily redemptions equate to roughly 0.45% of its BTC holdings and about 1.98% of its ETH holdings when measured against its reported positions (source: @lookonchain). (Source)

More from Lookonchain 11-06-2025 17:22
Santiment Sanitizer: Data-Backed Top KOL Signals and Counter-Signals for Crypto Market Timing in 2025

According to @santimentfeed, traders should not overlook accounts like @DrProfitCrypto that have correctly flagged impending price declines, providing actionable cues for timing exits and hedges. Source: https://twitter.com/santimentfeed/status/1986482249479459139 @santimentfeed directs users to the Sanitizer tool to evaluate, with data, which KOLs act as reliable signals or counter-signals and which align with market top/bottom behavior for decision support. Source: https://sanitize.page/?utm_source=twitter&utm_medium=post&utm_campaign=twitter_sanitizer_dr_profit_crypto_b_110625/&fpr=twitter For trade execution, using these ranked signals and counter-signals can help confirm entries, exits, and hedges around market moves by tracking KOLs with demonstrated decline-calling precision. Source: https://sanitize.page/?utm_source=twitter&utm_medium=post&utm_campaign=twitter_sanitizer_dr_profit_crypto_b_110625/&fpr=twitter (Source)

More from Santiment 11-06-2025 17:14
ETH Leverage Warning: On-chain Data Shows Max-Leverage Trader Lost $15M While Moderate-Leverage Wallet Gained $8.5M — Ethereum (ETH) Longs Compared

According to @lookonchain, both machismallbrother.eth and @machibigbrother are currently long ETH with similar position sizes, citing on-chain tracking via Hyperdash dashboards hyperdash.info/trader/0xdDc7E50a83710f9c62eFB558bcD0f640314aE2F8 and hyperdash.info/trader/0x020ca66c30bec2c4fe3861a94e4db4a498a35872 and the report on X twitter.com/lookonchain/status/1986479868754993439. According to @lookonchain, @machibigbrother consistently uses maximum leverage, has been repeatedly liquidated, and has accumulated total losses exceeding $15M, as reflected on the Hyperdash PnL page hyperdash.info/trader/0x020ca66c30bec2c4fe3861a94e4db4a498a35872 and the X post twitter.com/lookonchain/status/1986479868754993439. According to @lookonchain, machismallbrother.eth employs moderate leverage and is currently up about $8.5M, corroborated by Hyperdash PnL data hyperdash.info/trader/0xdDc7E50a83710f9c62eFB558bcD0f640314aE2F8 and the X post twitter.com/lookonchain/status/1986479868754993439. According to @lookonchain, the explicit takeaway for traders is to avoid high-leverage gambling trades, based on the observed outcomes in these ETH long positions twitter.com/lookonchain/status/1986479868754993439. According to @lookonchain’s figures ($15M+ loss vs $8.5M+ gain), the performance gap between max leverage and moderate leverage on comparable ETH long sizing exceeds $23.5M, highlighting the material impact of leverage choice on realized PnL as shown by Hyperdash data and the X report hyperdash.info and twitter.com/lookonchain/status/1986479868754993439. (Source)

More from Lookonchain 11-06-2025 17:04
ETH Whale Machi Partially Liquidated on Hyperliquid: 3,000 ETH Long ($9.81M), New Liquidation Price $3,199.31 After 262,500 USDC Deposit

According to @lookonchain, trader Machi (@machibigbrother) was partially liquidated again on Hyperliquid and then deposited 262,500 USDC to add more ETH longs, source: @lookonchain on X. The current disclosed position is 3,000 ETH (approximately $9.81M) with a new liquidation price of $3,199.31, source: @lookonchain on X; Hyperdash tracker linked in the post. The Hyperdash page for the referenced Hyperliquid account confirms the updated position size and liquidation level cited, source: Hyperdash via @lookonchain. For trading purposes, the reported $3,199.31 liquidation level is a key near-term risk threshold tied to this whale’s ETH perpetuals exposure on Hyperliquid, source: @lookonchain on X; Hyperdash. (Source)

More from Lookonchain 11-06-2025 16:57
Nasdaq 100 Drops Nearly 2% Intraday as US Stock Market Losses Accelerate — Trading Alert

According to @KobeissiLetter, US stock market losses accelerated with the Nasdaq 100 down nearly 2% on the day during the Nov 6, 2025 session, source: @KobeissiLetter on X. (Source)

More from The Kobeissi Letter 11-06-2025 16:55