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8/10
08:06
Michael Saylor stated that STRC's BTC Credit is calculated using their Credit model with assumed inputs of 10% Bitcoin annual recurring revenue (ARR), 40% Bitcoin volatility (Vol), and a Bitcoin price of $64,915.
08:06
UBS estimates that OpenAI and Anthropic will account for 48% of Google Cloud's revenue next year, up from 27% this year. Ed Zitron, CEO of EZ Primary Research and an AI skeptic, warned on a Bloomberg Businessweek segment that this reliance on two unprofitable private companies, including OpenAI's $20.9 billion losses in 2025 and a delayed IPO, exposes hyperscalers to a potential $1.6 trillion annual infrastructure demand gap. He also noted that 69% of Microsoft Intelligent Cloud's year-over-year growth in 2025 came from OpenAI alone.
08:05
Michael Saylor reports MicroStrategy increased its USD Reserve by $650M and repurchased $109M of STRC; as of Aug 9, holds ₿840,447 in BTC Reserve and $4.65B in USD Reserve. This move increased USD Duration by 143 days to 2.7 years and tightened STRC's BTC Credit by 10 basis points.
08:02
Al Jazeera reported that Ukraine is using its mass-produced long-range drones to strike targets more than 2,500 kilometers inside Russia. These targets include oil refineries, factories, warehouses, and Russia's largest online retailer, Wildberries. Ukrainian officials refer to these attacks as "long-range sanctions," aimed at exerting economic pressure through drones to compensate for the shortcomings of Western sanctions. Mykhailo Podolyak, an advisor to the Ukrainian president, stated that the attacks are intended to create fear, cause commercial losses, and make Russians feel the reality of war. He noted that the Russian Ministry of Defense purchased and sold 30% of its dual-use goods through the Wildberries platform.
08:02
The company plans to utilize AI agents to discover novel materials for building more efficient integrated circuits, aiming to address the high energy consumption in data centers caused by chip overheating from AI workloads. This funding round was led by Lightspeed India Partners, with participation from Peak XV Partners and angel investors including Paul Graham.
07:55
An Islamic Revolutionary Guard Corps (IRGC) spokesperson stated that this capability could be employed against enemy defense systems, enabling missiles initially aimed at one target to be redirected toward a secondary target.
07:46
Schroders has received approval from the Central Bank of Ireland to establish a tokenized share class for its US dollar money market fund, marking the company's first such product launch. The fund, named "Schroders Onchain Active Returns (SOAR)," aims to meet client interest in digital assets products and enhance fund operational efficiency. It will leverage JPMorgan Chase's Kinexys multi-chain tokenization system to process transactions such as redemptions and transfers.
07:45
Ceva reported adjusted earnings of 8 cents per share on sales of $29 million for the June quarter, exceeding analysts' expectations of 7 cents per share.
07:45
U.S. stock index futures edged higher on Monday as investors weighed the S&P 500's record high and uncertainty surrounding a resolution to the U.S.-Iran conflict. S&P 500 futures rose 0.12%, and Nasdaq 100 futures gained 0.38%.

This follows a weaker-than-expected July non-farm payrolls report, which showed an unexpected contraction in employment, pushing stocks higher last Friday and rekindling expectations that the Federal Reserve might pause interest rate hikes. The market now sees about a 44% chance of a rate hike in September, significantly down from 67% a week ago.

Meanwhile, Iran's foreign ministry stated on Sunday that negotiations could not resume as Washington continues to violate the June memorandum of understanding and has not compensated for its breaches. Tehran also laid out conditions for resuming passage through the Strait of Hormuz, including a full U.S. troop withdrawal, the lifting of all sanctions, and war reparations. As a result, WTI crude oil prices rose over 1%, and Brent crude futures traded at approximately $84 per barrel.
07:41
On-chain forensics indicate a single actor was responsible for draining funds from eight TRON wallets and three Ethereum wallets. Most of the stolen funds, approximately 79%, were routed through instant exchange FixedFloat. The attack vector remains unknown, but Coinsbuy has since refilled the drained wallets, suggesting the team does not believe private keys were compromised.
07:34
Shares of memory chip giant Micron (Micron) plummeted by 28.7% in July. Analysts attribute this primarily to widespread concerns about overvaluation in AI hardware stocks, negative market reactions to Samsung's capital expenditure guidance, and worries that competition from Chinese companies could harm pricing power. Furthermore, SK Hynix's second-quarter earnings missing analyst expectations exacerbated market concerns regarding Micron's outlook. Macroeconomic and geopolitical dynamics, such as rising oil prices and inflation concerns due to escalating conflict in Iran, also put pressure on the stock price. As of now, Micron's stock has fallen by approximately 6.6% in August.
07:34
Affinia, an integrated accounting and advisory group backed by RedBird Capital Partners, announced the acquisition of Wilson Partners, a financial advisory and accounting firm. Affinia stated the deal will expand its sector expertise and specialist advisory capabilities, particularly in the international ultra-high-net-worth category. The enlarged group now operates from 33 offices, employs approximately 1,600 people, and serves over 25,000 clients.
07:31
Trump Media is reportedly charging trading firms up to $1.2 million annually for faster access to President Trump’s Truth Social posts. The arrangement is drawing scrutiny over the advantage traders could gain from receiving potentially market-moving presidential announcements early. A recent Trump post canceling planned Iran strikes helped send WTI crude down roughly 5% in one session, demonstrating the posts' significant market value.

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