The Philadelphia Semiconductor Index fell 7.2% after U.S. markets closed on Oct. 31, its biggest drop since June. Intel sank 28.58%, its largest one-day decline in more than 40 years. SanDisk lost over 13%, Qualcomm over 11%, AMD over 10%, and ARM over 9%. Seagate, Western Digital, and Applied Materials each fell more than 7%, while ASML and Lam Research dropped over 6% and TSMC and Broadcom over 5%.

The company is valued at $965 billion. CFO Krishna Rao’s total compensation was $720,000 in 2025 and is set to rise to $1.25 million in February 2026.

Elon Musk has donated more than $445 million to Republican political groups ahead of the midterm elections on Tuesday. AP identified him as the largest known individual donor in the 2026 midterms, with his giving exceeding the roughly $290 million he contributed in 2024. Biographer Walter Isaacson said Friday on the CNBC program Squawk Box that Musk is fully committed to Republicans and views the contest as a personal "crusade." Isaacson said political fears, rather than business concerns, are driving him. Musk has warned that Democrats could capture Congress and the presidency in 2028 and establish a "permanent one-party state," calling a Democratic sweep "game over for America." Musk said in May 2025 that he would cut political spending, declaring, "I think I've done enough." In a podcast hosted by Isaacson, Musk acknowledged he should have kept a lower profile while in government. Of a chainsaw appearance, he said, "I got carried away basically." Isaacson said Musk now works less publicly, focusing on targeted advertising and efforts to increase voter turnout. Isaacson said Musk wants to defeat Texas Democrat James Talarico, who is competing against Republican Ken Paxton for a Senate seat. Musk gave $158 million to the Senate Leadership Fund, which sent matching amounts to a group backing Paxton. Polymarket traders on Friday gave Talarico a 71% probability of victory, with about $8.56 million traded. Polling firm Verasight reported Thursday that the Texas contest is tighter than prediction markets indicated. Nationally, Polymarket traders assigned Democrats a 94% probability of capturing the House and a 72% probability of winning the Senate. Isaacson warned that Musk's political commitment could create difficulties for his companies if Democrats return to power, pointing to NASA and Federal Aviation Administration approvals affecting Space Exploration Technologies Corp. Tesla Inc. also operates under federal regulatory oversight. Isaacson predicted numerous retaliatory investigations if Democrats regain Congress and the White House. He said a conventional corporate government-affairs office would not recommend Musk's political involvement and doubted Musk was weighing the business consequences, with political fears driving him.

Alphabet shares fell 13% on Thursday, the largest single session drop in its history, erasing about $482 billion in market value after revenue missed estimates and free cash flow turned negative at roughly $9 billion. Intel plunged 30% Friday on weak fourth quarter guidance. The Nasdaq 100 slid about 4% and ended the week down 2.5%, its third consecutive weekly decline.

A Rio Tinto registrou alta de 15% na receita do primeiro semestre e espera atingir um ritmo anualizado de US$ 1,8 bilhão em ganhos de produtividade até o fim de 2026.

O mercado cripto acumulou temas relevantes nesta semana. A decisão do Fed, a aprovação do dividendo diário da Strategy e o avanço das discussões sobre as eleições de meio de mandato nos EUA trouxeram volatilidade. Depois veio o hack da Binance, que rapidamente se tornou o assunto principal. O volume social da Binance disparou bem acima de todos os outros tópicos monitorados. O pico coincidiu com a queda do Bitcoin para perto de US$ 76,4 mil, o que mostra que o hack concentrou muito mais atenção do que o Fed, as eleições ou as notícias da Strategy. Com a virada do calendário para novembro, prepare-se para novos desdobramentos desse ataque de proporções históricas contra a maior exchange do mundo. Vale também acompanhar de perto o impacto das eleições de meio de mandato nos EUA no início de novembro. Gráfico ao vivo de tendências sociais sobre estes 4 temas:

A Inovio recebeu aprovação acelerada da FDA para um novo medicamento e suas ações quase quadruplicaram após o fechamento, para US$ 2,21. A SVRN caiu 8% após aviso de deslistagem; a Intel recuou 1,5% no pregão estendido.

A disparada dos gastos com IA gera preocupação entre investidores. A Meta planeja uma captação recorde de US$ 97,5 bilhões, intensificando os temores de diluição acionária.

A Chainalysis, empresa de análise de blockchain, afirmou que hackers usaram técnicas agênticas ofensivas para obter acesso não autorizado a seus sistemas e ferramentas internos. A invasão expôs nomes de clientes, endereços de e-mail, IDs de usuário e cargos organizacionais. A empresa afirma não ter encontrado evidências de comprometimento de senhas, segredos de MFA, tokens de sessão ou dados sensíveis de investigação. Segundo a Chainalysis, o ataque não está relacionado ao recente hack de US$ 6 bilhões da Binance.