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8/11
09:21
The Pokémon card market has evolved into an alternative asset market valued between $10 billion and $15 billion, yet its trading infrastructure remains stuck in the 1990s, plagued by time-consuming authentication, high transaction fees, and slow logistics. To address these pain points, blockchain startups like ATH Labs are tokenizing physical cards and storing them in secure vaults, enabling rapid digital ownership transfers. For example, the Courtyard platform processed approximately $139 million in transaction volume within 30 days, generating annualized fees of $48 million, indicating a market demand for trading physical collectibles via crypto rails. This model aims to enhance trading efficiency, making it more aligned with the habits of a new generation of investors.
09:18
VinSpace, a unit of Vietnam's Vingroup conglomerate, signed a contract with SpaceX to launch its first satellites in 2027. The satellites, which VinSpace will build and operate, are designed to validate its in-house technology on orbit and lay groundwork for later commercial use, launching aboard a SpaceX Transporter rideshare mission.
09:17
Chipotle stock has fallen 12.64% in the past week, opening at $32.44 on Monday, more than 26% below Wall Street's consensus price target of $44.32. Of the 33 analysts covering the stock, 24 have a "buy" rating, 9 have a "hold" rating, and none have a "sell" rating, with an overall consensus of "moderate buy." Analysts are optimistic about Chipotle's long-term store growth potential, improved operating efficiency, and its pricing power with a high-income customer base, despite the company's second-quarter revenue and EPS only slightly exceeding expectations, and management projecting comparable sales growth of just 1% for the third quarter.
09:14
CeDeFi platform Grvt is partnering with tokenization firm Ondo Finance to build a $100 million position in Ondo's USDY over the next year. USDY is a tokenized secured note primarily backed by short-term U.S. Treasurys, Treasury-based ETF shares, and bank deposits. It is currently the third-largest tokenized product of its kind, with approximately $2.14 billion in assets under management and an APY of about 3.5%.
09:07
ARK Invest, led by Cathie Wood, purchased 122,422 Nvidia shares and 39,020 Broadcom shares across five of its ETFs. Nvidia stock fell 2.86% on Monday following reports that the chipmaker is working with major financial firms to arrange over $500 billion in financing for AI infrastructure projects. Broadcom stock slipped 1.25% on Monday. Additionally, ARK sold roughly $36.8 million in Deere stock, its largest individual transaction of the day.
09:03
SEG Solar has launched its second photovoltaic (PV) module manufacturing facility in the Greater Houston area of Texas, expanding its total production capacity in the United States to 6GW per year. The new facility, named Tomball #1, represents a $200 million investment and spans over 500,000 square feet, making it the company's largest module manufacturing base in the U.S. and one of the largest HJT module manufacturing facilities in the country. The factory has an annual production capacity of 4GW and is expected to commence commercial operations in the third quarter of this year. SEG Solar also plans to build a third U.S. HJT module manufacturing facility and a U.S. cell manufacturing facility to establish a more complete domestic supply chain.
09:02
Microsoft shares have surged 31.41% over the past month to $506.06, but analysts suggest waiting for a pullback towards the mid-$400s. While the company's fundamentals remain strong, with Azure crossing $100 billion in annual revenue and Copilot reaching 30 million paid seats, free cash flow fell 23% in Q4, and capital expenditure is projected to exceed $50 billion next quarter. The consensus price target is $563.35, implying 11% upside, but the current valuation is considered stretched.
09:02
NVIDIA announced an expansion of its Nemotron 3 model family with the introduction of Nemotron 3.5 Lightning, designed for long-running AI agent workloads and touted as the most efficient of its kind. Nemotron 3.5 Lightning is a 30-billion-parameter Mixture-of-Experts model that can increase output speed by up to 4x, accelerating AI agent task completion by 30%. Concurrently, NVIDIA also released NeMo Switchyard, an open-source library for intelligent routing in AI agent tools, which, according to internal benchmarks, can reduce task completion costs by nearly two-thirds while maintaining state-of-the-art accuracy.
09:01
The analysis suggests that with Bill Gates no longer on Berkshire's board, the ethical constraints that prevented Buffett from investing in Microsoft have weakened. Abel has also shown a willingness to invest in technology and AI-linked companies, as evidenced by Berkshire's expanded position in Alphabet. Microsoft's strong financials, including 18% revenue growth to over $331 billion in fiscal 2026 and significant growth in its cloud and AI businesses, align with Berkshire's investment criteria.
08:59
MicroStrategy founder Michael Saylor retweeted Excellion's tweet, which corrected the popular historical narrative surrounding Bitcoin BIP-148 and "Bitcoin Independence Day." Excellion pointed out that the success of BIP-148 was not solely achieved by ordinary users running nodes, but rather was the result of the collective participation of various parties in the Bitcoin network, including developers, exchanges, wallets, miners, and whales. He emphasized that the small-block camp (BIP-148) possessed significant economic weight and garnered 30-45% hashrate support, thus the threat of UASF (User Activated Soft Fork) was realized based on a combination of economic weight, hashrate, and nodes. Furthermore, Excellion clarified that technically, SegWit was activated by BIP-91, not BIP-148, and the latter was actually "pre-empted" and never truly tested.
08:45
Macquarie analyst Daniel Kim has set a Street-high price target of $355 for South Korean memory heavyweight SK Hynix, implying a 162% upside from current levels. This bullish outlook comes despite SK Hynix's shares dropping 20% post-IPO from $168 to $135, with a significant decline on August 6-7 triggered by a broader AI selloff. Kim's prediction is based on SK Hynix's near-monopoly position in supplying HBM3 and HBM3E to Nvidia, higher-than-expected average selling prices (ASPs), expanding gross margins on server DRAM and premium enterprise SSDs, and prolonged capacity tightness for high-end memory. The company also reported record Q2 2026 earnings and committed $38.1 billion to build new fabs, signaling confidence in sustained demand.
08:35
JPMorgan Chase CEO Jamie Dimon stated that strong spending in artificial intelligence (AI) could prevent inflation from falling and might prompt Federal Reserve Chairman Kevin Warsh to raise interest rates or maintain them at high levels. Dimon believes that inflation is not only influenced by expectations but also driven by capital demand, which is currently robust. He noted that technology companies are investing billions of dollars in building AI data centers to seize growth opportunities, but this could lead to increased capital demand, thereby sustaining high interest rates, contrary to market expectations for more rate cuts, potentially triggering a stock market correction.
08:34
MicroStrategy (MSTR), led by Michael Saylor, sold 1,690比特币 for $108.6 million last week at an average price of $64,262, according to an 8-K filing on Monday. This marks the second consecutive week the company has sold Bitcoin, trimming its holdings to 840,447 coins. The sales were made at a loss, as the average cost basis for its Bitcoin is $75,385. The proceeds were used to buy back MicroStrategy's preferred stock (STRC). Additionally, MicroStrategy sold $653.1 million of its common stock, more than double the prior week, bringing its cash reserves to $4.65 billion.

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