INTEL: Marvell $MRVL and Lumentum $LITE to combine in AI connectivity megadeal
Updates
β’ All-stock deal, valued at $1,132 per Lumentum share
β’ Deal valued at about $115 billion
β’ Marvell shares down 32% over three sessions
β’ Lumentum shares fall 15% intraday to $713.81
β’ Marvell owes $3.2B breakup fee if regulators block the deal
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The companies say the combination will create a category leader in AI connectivity
Updates
β’ All-stock deal, valued at $1,132 per Lumentum share
β’ Deal valued at about $115 billion
β’ Marvell shares down 32% over three sessions
β’ Lumentum shares fall 15% intraday to $713.81
β’ Marvell owes $3.2B breakup fee if regulators block the deal
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INTEL: BTCPay Server hot wallets drained by attackers across multiple instances, users told to shut down servers BTCPay Server urges anyone running an instance to shut it down immediately by running ./btcpay-down.sh until the investigation is complete Twitterβ¦
INTEL: BTCPay Server identifies attack vector behind hot wallet thefts, warns users on outdated versions
The vulnerability targets instances running version 2.4.1 or older. The team says it has no credible reports of hot wallet drains on the latest 2.4.7 release and urges all operators to update.
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The vulnerability targets instances running version 2.4.1 or older. The team says it has no credible reports of hot wallet drains on the latest 2.4.7 release and urges all operators to update.
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INTEL: BTCPay Server hot wallets drained by attackers across multiple instances, users told to shut down servers
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INTEL: XRP Ledger set to fix flaw that could let stablecoin partners print new tokens
Updates
β’ 33 of 35 trusted validators already back the fix, activating Wednesday
β’ Fix could activate as early as Nov 4 if 29+ validators keep support for two weeks
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The fix is on track for Wednesday after validator support briefly dipped and restarted the two-week activation clock. XRP itself is unaffected
Updates
β’ 33 of 35 trusted validators already back the fix, activating Wednesday
β’ Fix could activate as early as Nov 4 if 29+ validators keep support for two weeks
Twitter | News
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INTEL: Anthropic revenue skyrockets 1,127% year over year in the third quarter
Updates
β’ Reported net loss of $23.29B for the third quarter
β’ Anthropic's Google Cloud spend commitment rises to $121.3B, per the filing
β’ Anthropic grants Google option to buy up to $10B of Class N stock
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Anthropic's third-quarter net loss widened to $23.3 billion from $12.1 billion a year earlier
Updates
β’ Reported net loss of $23.29B for the third quarter
β’ Anthropic's Google Cloud spend commitment rises to $121.3B, per the filing
β’ Anthropic grants Google option to buy up to $10B of Class N stock
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INTEL: Trade.xyzβs GitBook documentation compromised, users warned against clicking links
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Independent, fact-driven coverage of Finance, Macro, Geopolitics & Crypto. Team-curated, market-moving news. An initiative by @solidtradesz
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INTEL: Tether freezes over 4.5 million USDT tied to Brazilian exchange Mercado Bitcoin security incident
Updates
β’ Mercado Bitcoin publishes outflow addresses on five networks for tracing
β’ Exchange says incident contained with no customer losses or data leaks reported
β’ Frozen amount rises to about $5.55 million across three addresses
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Mercado Bitcoin says the incident is identified and contained, with no customer losses or data leak. Deposits and withdrawals are suspended as a precaution while it investigates and traces the assets
Updates
β’ Mercado Bitcoin publishes outflow addresses on five networks for tracing
β’ Exchange says incident contained with no customer losses or data leaks reported
β’ Frozen amount rises to about $5.55 million across three addresses
Twitter | News
INTEL: German politicians warned their iPhones may be hacked by spyware, digital minister confirms
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A BSI letter tells recipients to assume their phones are compromised, since Apple's alerts don't show whether an attack succeeded. The number of people affected and the attacker are still unknown
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INTEL: Binance covered the $6.3B hack losses using its own balance sheet, without borrowing, selling assets or raising capital.
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CZ says the distinction matters: the exchange says it funded the recovery directly from its corporate resources rather than relying on external financing or asset sales
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INTEL: SEC releases new crypto token taxonomy FAQ
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It appears aimed at clarifying decentralization questions that the Clarity Act would settle in law
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INTEL: SEC releases new crypto token taxonomy FAQ | Per SEC
INTEL: Explosions heard on Iran's Qeshm Island as residents report two aircraft overhead | Per Iranian IRNA
Updates
β’ Israeli TV attributes up to six blasts near Qeshm to a US strike
β’ Signal-only claim of soft confirmation of US strikes, no official source
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Unconfirmed reports claim US forces hit an Iranian air defense system on the island that may have intercepted American MQ-9A or MQM-170 drones. There is no official confirmation
Updates
β’ Israeli TV attributes up to six blasts near Qeshm to a US strike
β’ Signal-only claim of soft confirmation of US strikes, no official source
Twitter | News
INTEL: Apple $AAPL beats Q4 revenue estimates with $114.48B vs $113.39B expected
Updates
β’ Board declares $0.27 per share cash dividend
β’ EPS of $2.10 tops estimates per Business Insider
β’ CFO says vast majority of Apple tariff refunds have been received
β’ Revenue growth slowed to 12%, the slowest of the fiscal year
β’ Apple shares down 4% in postmarket trading
β’ Apple forecasts fiscal Q1 services revenue growth of 8% to 9%
β’ Fiscal Q1 gross margin guidance of 45-46%
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The earnings beat includes a $0.05 per share boost from a tariff refund, and iPhone sales also came in above estimates
Updates
β’ Board declares $0.27 per share cash dividend
β’ EPS of $2.10 tops estimates per Business Insider
β’ CFO says vast majority of Apple tariff refunds have been received
β’ Revenue growth slowed to 12%, the slowest of the fiscal year
β’ Apple shares down 4% in postmarket trading
β’ Apple forecasts fiscal Q1 services revenue growth of 8% to 9%
β’ Fiscal Q1 gross margin guidance of 45-46%
Twitter | News | Full Story
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