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Svmuu News: According to data from MSX.COM, the storage sector declined, with SanDisk falling more than 4%, Western Digital dropping more than 2%, and Micron. Technology down more than 3%.
Additionally, cryptocurrency-related stock Circle rose more than 11% after the company received approval from the U.S. Office of the Comptroller of the Currency (OCC) to establish a national trust bank; Meta rose more than 5%, and Alibaba rose more than 2%.

Svmuu News: According to data from MSX.COM, at the opening of U.S. markets, the Dow Jones Industrial Average rose 0.22%, the S&P 500 Index rose 0.11%, the Nasdaq Composites fell 0%, and the VIX Fear Index fell 0.69%.AI-related stocks saw widespread gains, with Meta up 4.99%, Atlassian up 3.8%, Snowflake up 2.39%, Twilio up 2.31%, and EPAM up 2.24%. 
It is reported that MSX is a leading RWA trading platform that has listed hundreds of RWA tokens to date, covering popular U.S. stocks and ETF tokens such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.

Svmuu News: Pre-Market Highlights for U.S. Stocks:
1. U.S. major stock index futures were mixed. Dow Jones futures rose 0.24%, S&P 500 futures rose 0.04%, and Nasdaq-100 futures fell 0.23%.
2. International oil prices edged higher. WTI crude oil futures rose 0.27% to $72.277 per barrel; Brent crude oil futures rose 0.52% to $76.695 per barrel.
3. International spot gold and silver prices fell across the board. Spot gold prices fell 0.52% to $4,102.04 per ounce; spot silver prices fell 0.58% to $59.59 per ounce.
4. Musk said he plans to launch the first batch of AI satellites next year, with plans to send humans to the Moon and Mars within the next five years and establish permanent cities on the lunar surface within a decade.
5. HBM leader SK Hynix is set to list on the Nasdaq tonight in the form of American Depositary Shares (ADS). The offering is expected to raise up to $26.5 billion, with institutional subscription demand exceeding seven times the offering size.
6. S&P downgraded Oracle’s credit rating from “BBB” to “BBB-,” just one notch above “junk” status. S&P cited increased structural risks stemming from the company’s large-scale transition to AI infrastructure.
7. Circle, the issuer of the stablecoin USDC, surged more than 13% in pre-market trading,following news that the company has received regulatory approval to establish a nationwide trust bank.
8. UBS. stated that as AI demand continues to grow and negotiations on long-term supply agreements are still underway, the memory chip market cycle is “further strengthening,” and structural supply shortages will persist at least through mid-2028.

Svmuu News: The “Venture Monitor” report recently released by the National Venture Capital Association (NVCA) and PitchBook notes that with SpaceX’s IPO, combined with the potential IPOs of Anthropic and OpenAI, the total value generated by these three companies will reach an unprecedented level.The report states: “With SpaceX’s IPO, coupled with future exits by these companies, the value they create will exceed the total value of all U.S. venture-backed company exits since 2000.” The key factor lies in the extremely high valuation expectations for these three companies.
SpaceX is currently valued at approximately $1.77 trillion, while Anthropic and OpenAI are also heading toward trillions-of-dollars valuations. The market expects the combined valuation of the three companies to potentially exceed $4 trillion. This scale far surpasses even past major IPOs in the tech industry.According to data from the U.S. Securities and Exchange Commission (SEC), total IPO fundraising in the U.S. last year amounted to approximately $70 billion, yet SpaceX’s valuation alone has already reached a level that traditional large-scale IPOs cannot match.As a once-highly-anticipated tech IPO, Uber was valued at approximately $84 billion when it went public in 2019—less than 5% of SpaceX’s current valuation.
However, the comparison by the NVCA and PitchBook is based on “enterprise value created,” rather than the actual amount of capital realized by investors. Additionally, the analysis excludes non-U.S. companies such as Alibaba. Furthermore, the value created by publicly traded companies such as Apple, GoogleAndroid, YouTube, and Instagram is not included in the VC exit statistics.
The report notes that the U.S. tech market has seen several historic IPOs over the past 25 years, including the 2004 IPO of Google, the 2010 IPO of Tesla, and the 2012 IPO of Meta. These companies are now among the world’s most valuable.In addition, companies such as LinkedIn, Slack, and WhatsApp have also completed mergers and acquisitions valued at over $20 billion.
The NVCA believes that this current AI-driven IPO cycle may further break these records. Analysis suggests that there are two main drivers behind this trend:
First, tech companies are remaining private for longer periods than in the past, accumulating higher valuations through long-term financing and business expansion. If today’s Google were in its early stages, it might also choose to go public later to secure a higher market valuation.
Second, the AI industry is highly capital-intensive. Training large AI models requires massive capital investments, driving AI companies to continuously raise large sums of funding and fueling rapid valuation growth.
Industry insiders believe that the potential IPO sizes of SpaceX, Anthropic, and OpenAI will test the capacity of U.S. capital markets to absorb such offerings. As AI companies transition from private financing to the public market, how trillions of dollars in tech assets will flow into the stock market will become a key focus for investors. (DigitalToday)

Svmuu News UBS Global wealth management strategists said in a report that they expect growth in the AI sector to drive long-term returns in the stock market. However, they noted that investors need to adopt a diversified strategy when investing in AI.“We are bullish on semiconductor equipment, foundries, CPU-related computer infrastructure, and memory chips,” they said. These strategists also favor defensive sectors such as data center real estate investment trusts (REITs) and payment networks. (Jin Shi)

Svmuu News: Standard Chartered Bank stated that it is maintaining its price forecast of $100,000 for Bitcoin by the end of 2026. The bank believes that the recent market decline triggered by developments related to Strategy (formerly MicroStrategy) is not due to a deterioration of the company’s balance sheet, but rather stems from the market’s failure to fully understand the company’s strategic adjustments.
Geoffrey Kendrick, Global Head of Digital Asset Research at Standard Chartered, noted in a report that Strategy’s recent actions are disrupting short-term market expectations for Bitcoin. The market had previously accepted the company’s narrative of “never selling Bitcoin,” but Strategy now appears to be shifting toward a more complex capital management model; whether it can clearly communicate this change will determine when market pressure eases.
Currently, Strategy holds 843,775 Bitcoin, accounting for just over 4% of Bitcoin’s total supply of 21 million.From 2020 through mid-2025, Strategy’s mNAV (enterprise value / Bitcoin asset value) remained consistently above 1, enabling the firm to raise capital through stock offerings to purchase Bitcoin and generate shareholder value. The commitment to “never sell Bitcoin” was central to the market’s acceptance of this model.However, as the current mNAV approaches 1, the leverage effect of this financing model is diminishing.
Kendrick believes that Strategy is shifting from “Bitcoin-accumulating instruments” to “Bitcoin-credit-backed instruments,” that is, by holding Bitcoin as the credit foundation for its perpetual preferred stock, STRC.STRC, currently valued at approximately $10 billion, is the largest financial instrument launched by Strategy. It offers an annualized dividend yield of 12%, paid in cash every half-month, and employs an interest rate adjustment mechanism to keep its price near its $100 par value.
Standard Chartered Bank noted that STRC is currently trading at around $90, while Strategy’s U.S. dollar reserves—used to pay dividends—amount to approximately $2.55 billion, sufficient to cover about 17.4 months of dividend payments.
Kendrick noted that Strategy’s policy adjustment allowing for the sale of “Bitcoin” does not mean the company will necessarily continue to sell. He believes that as long as the market trusts that the new capital structure arrangement can stabilize the price of STRC, Strategy may not actually need to sell “Bitcoin.”He likened this mechanism to a central bank’s promise to “act no matter what”: with market confidence restored, actual intervention might not occur at all. (The Block)