{"id":3038,"date":"2025-11-04T18:07:35","date_gmt":"2025-11-04T07:07:35","guid":{"rendered":"https:\/\/www.amillex.com\/?p=3038"},"modified":"2025-11-04T18:08:04","modified_gmt":"2025-11-04T07:08:04","slug":"amillex-daily-market-review-tech-stocks-buoy-nasdaq-as-crypto-crashes-bitcoin-falls-over-4-below-106000-amazon-and-openai-sign-38-billion-ai-partnership","status":"publish","type":"post","link":"https:\/\/amillexvn1.com\/de\/2025\/11\/04\/amillex-daily-market-review-tech-stocks-buoy-nasdaq-as-crypto-crashes-bitcoin-falls-over-4-below-106000-amazon-and-openai-sign-38-billion-ai-partnership\/","title":{"rendered":"Amillex Tagesmarkt\u00fcberblick: Tech-Aktien st\u00fctzen den Nasdaq nach Krypto-Crash \u2013 Bitcoin f\u00e4llt um \u00fcber 413 Billionen US-Dollar unter 106.000 US-Dollar; Amazon und OpenAI unterzeichnen KI-Partnerschaft im Wert von 38 Milliarden US-Dollar"},"content":{"rendered":"
\n

November 4, 2025 \u2014 U.S. equities were mixed on Monday, with the Nasdaq rising on strength in Amazon and Nvidia while the S&P 500 and Dow turned lower intraday. Cryptocurrencies plunged sharply, with Bitcoin down over 4% below $106,000 and Ethereum losing more than 8%. Spot gold rebounded back above $4,000 after an intraday dip, while oil prices found support as OPEC+ paused production increases. The market\u2019s key themes centered around the ongoing tug-of-war between the \u201cAI infrastructure arms race\u201d and \u201cpolicy uncertainty.\u201d<\/h2>\n\n\n\n

U.S. Equities: Tech Stocks Lead Gains as AWS and OpenAI Sign $38B Compute Deal<\/h2>\n\n\n\n

Nasdaq rose 1% early in the session, while the S&P 500 slipped 0.2% and the Dow fell 0.3%.<\/h2>\n\n\n\n

Top performing sectors: Semiconductors (Micron +4%, Nvidia +2%), E-commerce (Amazon +4.6%).<\/h2>\n\n\n\n

Highlights:<\/h2>\n\n\n\n

Amazon\u2019s AWS signed a $38 billion compute agreement with OpenAI. OpenAI will use hundreds of thousands of Nvidia GPUs to support its $1.4 trillion AI infrastructure initiative.<\/h2>\n\n\n\n

Microsoft announced a $7.9 billion investment to expand AI cloud infrastructure in the UAE, and IREN received a $9.7 billion cloud order.<\/h2>\n\n\n\n

Core logic: Explosive AI capital expenditure (Google issued \u20ac3 billion in bonds) offset macro concerns, but the U.S. government shutdown (Day 34) continued to cap overall market breadth.<\/h2>\n\n\n\n

Cryptocurrency: Bitcoin Hits 2-Week Low Amid Regulatory and Technical Pressures<\/h2>\n\n\n\n

Bitcoin dropped over 4% to $105,600, its lowest since October 17.<\/h2>\n\n\n\n

Ethereum plunged 8% to $3,590, with Solana and BNB both falling over 5%.<\/h2>\n\n\n\n

Fahrer:<\/h2>\n\n\n\n

Technical breakdown: Bitcoin breached key $108,000 support, triggering leveraged long liquidations.<\/h2>\n\n\n\n

Regulatory headwinds: The U.S. SEC intensified scrutiny of stablecoins, while China\u2019s central bank reiterated its crackdown on speculative crypto trading.<\/h2>\n\n\n\n

Crypto stocks tumbled: Coinbase \u20134%, BitMine \u20138%, MicroStrategy \u20133%.<\/h2>\n\n\n\n

Commodities: Gold Rebounds in V-Shaped Recovery; Aluminum Hits 2-Year High<\/h2>\n\n\n\n

Spot gold reversed from an intraday low of $3,960, closing up 0.36% to $4,017.<\/h2>\n\n\n\n

Policy shift: China scrapped its gold tax exemption policy; BullionVault said this could dampen demand in the world\u2019s largest consumer market.<\/h2>\n\n\n\n

Industrial metals:<\/h2>\n\n\n\n

LME aluminum rose 0.9% to $2,909\/ton, the highest since May 2022, up over 7% for October.<\/h2>\n\n\n\n

LME copper gained 0.2% to $10,903\/ton, approaching record highs.<\/h2>\n\n\n\n

Oil: WTI crude slipped 0.5% below $61, as OPEC+ paused production hikes but demand concerns lingered.<\/h2>\n\n\n\n

Forex & Bonds: Dollar Steady, SOFR Rate Posts Sharpest Rise in 2 Years<\/h2>\n\n\n\n

FX: The U.S. dollar index held at 98.60, with the yen under pressure near 153.<\/h2>\n\n\n\n

Money markets: The Secured Overnight Financing Rate (SOFR) spiked 18 basis points to 4.22%, the largest one-day jump since 2023, signaling month-end liquidity strain.<\/h2>\n\n\n\n

Europe: German DAX rose 0.8%, while the UK FTSE 100 edged down 0.04%.<\/h2>\n\n\n\n

Heutiger Schwerpunkt:<\/h2>\n\n\n\n

RBA rate decision<\/h2>\n\n\n\n

Eurozone & U.S. PMI and employment data: Weak readings could reinforce easing expectations.<\/h2>\n\n\n\n

U.S. government shutdown: If unresolved, the October Nonfarm Payrolls (Nov 7 release) may be delayed.<\/h2>\n\n\n\n

Earnings:<\/h2>\n\n\n\n

AMD, Qualcomm (after hours): AI chip orders to validate OpenAI partnership outlook.<\/h2>\n\n\n\n

Palantir: U.S. commercial revenue growth above 50% could ignite AI data stock momentum.<\/h2>\n\n\n\n

BOE policy meeting: Market expects no change, but a wider vote split could heighten GBP volatility.<\/h2>\n<\/blockquote>","protected":false},"excerpt":{"rendered":"

November 4, 2025 \u2014 U.S. equities were mixed on Monday, with the Nasdaq rising on strength in Amazon and Nvidia while the S&P 500 and Dow turned lower intraday. Cryptocurrencies plunged sharply, with Bitcoin down over 4% below $106,000 and Ethereum losing more than 8%. Spot gold rebounded back above $4,000 after an intraday dip, […]<\/p>\n","protected":false},"author":6,"featured_media":3039,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[8],"tags":[],"class_list":["post-3038","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/amillexvn1.com\/de\/wp-json\/wp\/v2\/posts\/3038","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/amillexvn1.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/amillexvn1.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/amillexvn1.com\/de\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/amillexvn1.com\/de\/wp-json\/wp\/v2\/comments?post=3038"}],"version-history":[{"count":2,"href":"https:\/\/amillexvn1.com\/de\/wp-json\/wp\/v2\/posts\/3038\/revisions"}],"predecessor-version":[{"id":3041,"href":"https:\/\/amillexvn1.com\/de\/wp-json\/wp\/v2\/posts\/3038\/revisions\/3041"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amillexvn1.com\/de\/wp-json\/wp\/v2\/media\/3039"}],"wp:attachment":[{"href":"https:\/\/amillexvn1.com\/de\/wp-json\/wp\/v2\/media?parent=3038"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amillexvn1.com\/de\/wp-json\/wp\/v2\/categories?post=3038"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amillexvn1.com\/de\/wp-json\/wp\/v2\/tags?post=3038"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}