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7/23
10:28
Svmuu News: A White House official stated that Klatzios, a technology advisor to U.S. President Donald Trump, has been informed of the incident involving the runaway OpenAI agent and is monitoring the situation. (Jin Shi)
10:25
Svmuu News: Google (GOOG.O) saw its stock price fall more than 7% on Thursday after raising its capital expenditure forecast for this year from the previous $190 billion to a range of $195 billion to $205 billion. This serves as yet another reminder that the full cost of the AI race in Silicon Valley remains largely unknown.
Google was the first major tech company to report quarterly earnings; Meta, Microsoft, and Amazon are set to report next week. These four companies had previously revealed in April that they would collectively invest up to $725 billion in AI development this year. Based on Google, that figure is expected to rise further by the end of next week.Nevertheless, the return on these investments remains unclear. Thomas Montero, a senior analyst at an investment firm, stated: “Google’s larger spending plans are ‘unsatisfactory.’ Coupled with a rising interest rate environment and ongoing supply-demand tensions in AI infrastructure, the idea that companies can forever rely on cash flow for financing may be losing its appeal.” (Jin Shi)
10:20
Svmuu News: A Fox Business crypto reporter posted on X, stating that the USHCC—which claims to represent millions of Hispanic-owned businesses in the U.S.—sent a letter to Senate leadership this week, expressing its agreement with community banks’ concerns that the Clarity Act could accelerate deposit outflows. The organization believes the bill would reduce lending to Hispanic small businesses and weaken investment in underserved communities.
10:19
Svmuu News: According to data from MSX.COM, the Nasdaq Composite’s decline has widened to 2%. As of now, the Dow Jones Industrial Average is down 0.93%, the S&P 500 is down 1.04%, and the Nasdaq Composite Index is down 2%.
10:15
Svmuu News: Bitmine Chairman Tom Lee said in an interview that AI is approaching what is known as the “uncanny valley of wealth,” and that at some point in the future, the income generated by AI agents owned by individuals may exceed the income they earn through their own labor.
Tom Lee believes that when this moment arrives, people may begin to wonder, “Am I working for the AI, or is the AI working for me?” He also predicts that in the future, AI agents may take control of bank accounts, replace certain jobs, and even build independent financial systems. He admitted that this trend “may cause people to fear the future.”
10:09
Svmuu News: Ondo Finance announced that its U.S. Securities and Exchange Commission (SEC)-registered broker-dealer subsidiary, Oasis Pro Markets, has received authorization from U.S. regulators to launch a regulated tokenized securities market and related services in the United States under the supervision of the SEC and the Financial Industry Regulatory Authority (FINRA). Oasis Pro Markets’ authorization allows it to conduct tokenized securities trading in the United States, with the scope of authorization covering over-the-counter trading, underwriting of primary market offerings, private placements, and other activities.
10:06
Svmuu News: HyperliquidNews posted on X stating that the percentage of Hyperliquid users trading via developer code continues to hit new weekly highs, currently averaging 37% with a peak of 39.79%. The number of traders using developer code ranges from 50,000 to 90,000, with the majority coming from outside the CT community.
10:05
Svmuu News: SemiAnalysis posted on X, stating that it believes Wall Street’s revenue expectations for ASML have room to rise and that ASML is expected to raise its long-term guidance.
SemiAnalysis noted that ASML raised its fiscal year 2026 guidance for the second time in three months during its second-quarter earnings report, viewing this as a signal that the new upswing cycle in the semiconductor equipment industry is gaining further momentum. Positive signals include order visibility extending into 2028, management proactively planning for capacity expansion, preparations for price increases on comparable products, a renewed acceleration in shipments of DUV immersion lithography systems, and continued growth in the upgrade services business. Based on these factors, the firm believes there is still upside potential for current market revenue expectations for ASML and anticipates that the company will further raise its long-term earnings guidance in the future.
10:04
Svmuu News: SemiAnalysis posted on X, stating that ASML raised its fiscal 2026 earnings guidance for the second time in three months during its second-quarter earnings report, noting that this signals a further strengthening of the new upward cycle in the semiconductor equipment industry.
SemiAnalysis pointed out that positive signals include order visibility extending into 2028, management proactively planning for capacity expansion, preparations for price increases on comparable products, a renewed acceleration in shipments of DUV immersion lithography systems, and continued growth in the upgrade services business. Based on these factors, the firm believes there is still upside potential in current market expectations for ASML’s revenue and anticipates that the company will further raise its long-term earnings guidance in the future.
10:01
Svmuu News: The decentralized trading protocol Uniswap has launched the Permissioned Pools framework, designed for tokenized funds, stocks, and other regulated assets.
This feature allows issuers of tokenized assets to enforce investor eligibility requirements directly on-chain while leveraging Uniswap’s automated trading infrastructure.
10:01
Svmuu News: According to data from MSX.COM, U.S.-listed crypto mining stocks surged across the board, with Cipher Digital and Hut 8 rising more than 9%, Riot Platforms climbing more than 6%, and TeraWulf, MARA Holdings, IREN, and CleanSpark each gaining more than 4%.
09:58
Svmuu News: According to data from MSX.COM, Tesla’s stock price extended its decline to 12%, trading at $329.015 per share, with a total market capitalization of $1.24 trillion.
Financial results show that Tesla. reported second-quarter revenue of $28.24 billion, exceeding market expectations and representing a 26% year-over-year increase—the first time in three years that year-over-year revenue growth has exceeded 20%. However, second-quarter operating profit was only $398 million, far below the market expectation of $1.39 billion;adjusted earnings per share (EPS) stood at $0.33, down 18% year-over-year and also significantly below expectations; the gross margin was 16.8%, lower than analysts’ forecast of 19.4%, compared to the first quarter’s overall gross margin of 21.1%.
Notably, Tesla’s second-quarter free cash flow was -$1.09 billion, marking the first time since the first quarter of 2024 that the company recorded a negative figure for a single quarter.Tesla Company executives stated that the shift to negative free cash flow was due to capital expenditures more than doubling quarter-over-quarter in the second quarter. They expect capital expenditures to continue growing over the next two to three years and reiterated that this year’s capital expenditures will exceed $25 billion.
09:57
Svmuu News: David Solomon, CEO of Goldman Sachs, expressed support for advancing the CLARITY Act, while acknowledging that the legislation “is not perfect.”
His remarks contrast with criticism from JPMorgan CEO Jamie Dimon and other banking executives, who oppose provisions in the bill that would allow crypto companies to offer yield-generating stablecoins.
Republican senators are circulating an updated version of the bill, and the Senate may hold a full vote as early as next week.
09:57
Svmuu News: TownSquare’s public offering on Sonar has been oversubscribed, with the pre-market price already exceeding the offering price by 25%. As of this writing, TownSquare’s public offering on Sonar has raised over $91 million, representing an oversubscription of approximately 10%.
Meanwhile, the pre-TGE price of the TOWN token on Aspecta remains above a $250 million valuation.
As one of the few Sonar public offering projects listed on the Polymarket prediction market, there is currently a 99% probability that the offering will exceed $1 million, a 73% probability that it will exceed $1.25 million, and a 52% probability that it will exceed $1.5 million.
09:56
Svmuu News Goldman Sachs Group CEO David Solomon stated that although the CLARITY Act is not perfect, he supports its passage, believing it will establish a clearer and fairer regulatory framework for the digital asset market, enhance market stability, and promote innovation and development.
Solomon noted that the most significant aspect of the CLARITY Act is that it “creates a level playing field, allowing the market to develop healthily.” His stance stands in stark contrast to that of some banking executives, such as Jamie Dimon, CEO of JPMorgan Chase.The latter argue that the bill, by allowing crypto companies to offer stablecoin products that pay interest similar to bank deposits without being subject to the same regulatory requirements as banks, could undermine the competitiveness of traditional banks.
Currently, Republican senators have released a revised version of the CLARITY Act, which could be submitted to the Senate for a vote as early as next week.The bill aims to clarify the division of responsibilities between the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) regarding the regulation of digital assets, and negotiations are ongoing regarding provisions related to stablecoin issuance, consumer protection, and yield-generating stablecoins. (CoinDesk)
09:56
Svmuu News: HyperliquidNews posted on X stating that STX is now live on Hyperliquid with 10x leverage, deployed by tradeparagon.
09:54
Svmuu News: According to Gate data, Brent crude has broken through the $95-per-barrel mark for the first time since June 8, with its intraday gain widening to 4.78%.
09:50
Svmuu News: According to data from MSX.COM, the optical communications and cloud computing service provider sectors on the U.S. stock market rose across the board, with MaxLinear and Hut 8 up more than 8%, AAOI, Lumentum, AXTI, and IREN rose more than 5%, while Corning, Coherent, Nebius, and CoreWeave rose more than 2%.
09:49
Svmuu News: According to Gate data, WTI crude oil futures surged 6.00% intraday and are currently trading at $91.69 per barrel.
09:48
Svmuu News: According to data from MSX.COM, the Philadelphia Semiconductor Index opened lower but rebounded to close higher, with semiconductor hardware stocks posting strong gains. SK Hynix rose more than 5%, while Western Digital and Micron Technology each gained 3%. ASML, Intel, and Broadcom all turned positive.

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