Crypto Briefing

Nvidia CEO Jensen Huang said he would stop supplying chips to a customer developing unsafe AI software. For the company that sells the shovels in the AI gold rush, that is a notable thing to say out loud. Huang’s position carries more nuance than a hard ban, though. He framed it as something Nvidia would consider, and he said any cutoff would come only after direct conversations with the customer.

Taiwan Semiconductor Manufacturing Company just posted another record quarter. Then it told investors the next one should be even bigger. TSMC expects fourth-quarter revenue to climb by as much as 61% from a year earlier. That guidance follows a third quarter in which net income hit NT$763.06 billion ($23.59 billion), up 68.7% year-over-year. The numbers behind the record TSMC reported third-quarter revenue of NT$1,494.24 billion ($46.72 billion) on October 15, 2026.

Australia spent years building a case for renewables as the country’s next big investment story. Now a newer, shinier story is pulling investors away: AI data centres. A pipeline that eats power and capital The scale is hard to ignore. Australia’s proposed data centre investment pipeline is valued at approximately AUD 150 billion. Ridhaa Ahmed of Grok Ventures put a name to the tension at the Australian Financial Review Energy and Climate summit on October 14, 2026.

The market now assigns a 24.9% chance that the Federal Reserve raises rates by 25 basis points at its October 28 meeting. That is roughly a one-in-four shot at another hike, barely a month after the last one. What traders are pricing in The Federal Open Market Committee is scheduled to meet October 27-28, 2026. The 24.9% reading lines up with figures shown on CME FedWatch, which tracks rate expectations implied by fed funds futures. That CME reading came after dovish remarks from Fed officials.

The Italian scale-up has appointed Turnbow to lead its technical expansion into artificial intelligence and high-performance computing, with an energy-to-compute approach that aims to harness renewable energy sources and reuse existing assets to develop more sustainable compute infrastructure. TRENTO, Italy, Oct. 15, 2026 /PRNewswire/ — ALPS announces the appointment of Brian Turnbow as Technical Director for AI.

Taiwan Semiconductor Manufacturing Company reported third-quarter 2026 revenue of $46.72 billion on October 15, a 41.2% jump from the same quarter last year. The numbers, line by line In its home currency, TSMC brought in consolidated revenue of NT$1,494.24 billion. That figure is up 50.9% year over year and 17.6% from the previous quarter. Measured in US dollars, revenue climbed 41.2% year over year and 16.2% quarter over quarter.

This article contains analysis of publicly available information and market data and is for informational purposes only. It does not constitute investment advice or a recommendation to buy, sell, or hold any asset or contract. Content may include AI-assisted interpretation and may be incomplete or subject to change. Market conditions may evolve rapidly, and the timing of information may affect how it is interpreted.

CoreWeave CEO Mike Intrator has a message for his employees: the money is coming, and it covers the bills. In an internal memo, Intrator pointed to a revenue backlog of $104.2 billion. He argued it is enough to meet the AI cloud provider’s debt obligations. The memo landed after a rough stretch for both the company’s stock and its bonds. A bad day on two fronts CoreWeave shares fell 15% to $65.78 on October 14, 2026. That was the stock’s largest single-day decline since February.

US spot Bitcoin ETFs posted $261.4 million in net outflows on October 14, according to daily tracking data from Farside Investors. One fund broke from the pack. Bitwise’s BITB took in $2.2 million while the two largest products in the category bled cash. Bitcoin’s funds weren’t the only ones hit. Spot Ethereum ETFs recorded $130 million in net outflows on the same day, so this was a broad retreat rather than a single-asset story.

At the Token2049 conference in Singapore on October 7, 2026, Shayne Coplan stood in front of a room full of crypto enthusiasts and essentially told them their favorite investment strategy is a losing game. The Polymarket founder and CEO compared the hunt for 100x token returns to a game of hot potato, driven by irrational exuberance rather than any underlying logic about value.