Morgan Stanley has removed NVIDIA from its list of preferred stocks.

Citrini analyst Jukan stated in a post that Anthropic made several remarks during discussions with sell-side analysts. Anthropic holds that it possesses the stability and top-tier talent absent in the open-source AI camp, and claims the AI market follows a winner-takes-all dynamic, adding that it will capture the entire market if it executes well. The analyst also mentioned that Anthropic said its contract with SpaceX will not be extended beyond mid-next year, and the development cost of Opus 5.5 exceeds $10 billion. The content is based on Barclays analysts’ retelling to investors after attending Anthropic’s non-deal roadshow, and is not part of a research report.

Binance co-founder He Yi posted that the past two days have seen a flood of gossip rumors targeting Asian women and spies, with many female industry practitioners being passively dragged into various scandals. She expressed mixed feelings about this, noting that she advocates gender equality—evaluating a person’s achievements regardless of gender. He Yi pointed out that women lack equal workplace opportunities, workplace harassment is rampant, and female managers who can take charge alone often invest far more time and effort than others. She added that accounts that spread rumors and stir trouble by exploiting gender should be purged from the industry. Binance’s legal department will provide legal protection for its female employees, and the company welcomes ambitious, down-to-earth women to join, promising a fair and transparent workplace environment.

According to a report from The Information, Anthropic has disclosed a new deal worth over $10 billion.

Barclays' latest 13F filing shows that as of September 30, the bank held approximately 3.94 million shares of BlackRock's spot Bitcoin ETF (IBIT), valued at around $187 million, a 48% increase from 2.66 million shares worth $88.5 million as of June 30. Citigroup, meanwhile, newly disclosed holdings of Fidelity's spot Bitcoin ETF (FBTC) worth about $119 million, with its IBIT position rising from roughly 347,000 shares at the end of June to around 521,000 shares, a roughly 50% increase. Bitwise data shows that among 1,389 institutions that have filed third-quarter reports, banks' total holdings stand at $258 million, accounting for 4.9% of all disclosed spot Bitcoin ETF positions, up from $107 million and 3.2% in the second quarter. Investment advisors remain the largest holding group, with $3.5 billion in positions, making up 66.6% of the total. The combined holdings of these institutions rose from $3.35 billion to $5.25 billion. Early data indicates that long-term holders' share among spot Bitcoin ETF investors is rising, and financial advisors at major banks and wealth platforms are now able to recommend these products to clients. JPMorgan Chase, Wells Fargo, and hedge funds Millennium, Schonfeld, and others have not yet filed their reports, with the submission deadline being next Monday. It is important to note that IBIT's price rose approximately 41% in the third quarter, so the increase in position value does not equate to an equivalent amount of new purchases; share changes should be the focus. The above positions are as of September 30, after which Bitcoin prices pulled back. U.S. spot Bitcoin ETFs saw a net inflow of about $6.34 billion in the third quarter, followed by a net outflow of roughly $2.1 billion in the fourth quarter as of Tuesday.

Cambridge-based semiconductor startup Tendrils has closed a $30 million seed financing round, equivalent to roughly €26 million, led by Benchmark, with follow-on investments from Visionaries Club, the UK Sovereign AI Fund, FR8, Antimatter, Cloudberry VC, Conviction, Embassy Ventures, and SV Angels, plus multiple angel investors. Founded in 2025, the company was established by CEO Nils Cremer and co-founders T6 and Hugo McNally. It is developing a general-purpose processor architecture that enables thousands of cores to operate in parallel. Based on the interaction network computing model, the new architecture represents programs as interconnected nodes, allowing independent operations to execute simultaneously, and aims to move beyond traditional shared mutable memory and linear instruction sequences. Tendrils is also developing an open-source programming language called Vine, whose syntax is similar to Rust, to simplify software adaptation to this parallel-first architecture. The firm noted that while GPUs have taken on large-scale numerical computing, AI agents still rely heavily on CPUs for irregular tasks such as code execution and document retrieval. Jack Altman, General Partner at Benchmark and co-founder of Lattice, will join Tendrils' board of directors.

According to Lookonchain monitoring, a whale (0xc8b5) has heavily opened long positions on NVDA (NVIDIA) and SNDK (SanDisk). It went long 136,982 NVDA with 5x leverage, valued at approximately $24.2 million, and went long 13,655 SNDK with 2x leverage, worth around $12.7 million.