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8/11
11:02
NVIDIA, Google, and Microsoft Collaborate on 800 VDC Power Architecture to Boost AI Computing Performance and Efficiency
Three companies jointly developed this architecture through the Open Compute Project (OCP) and released a joint white paper in March 2026, followed by the LVDC Solid State Transformer Specification v0.3 in July. Currently, over 80 equipment manufacturers and infrastructure companies are developing products based on this specification. NVIDIA stated that its MGX-compatible 800 VDC power rack will be launched in the second half of 2026, aiming to bring next-generation rack-level computing performance to existing facilities through a hybrid architecture, without requiring changes to the building's electrical system.
11:01
Iran's President Masoud Pezeshkian states Supreme Leader Mojtaba Khamenei is in 'perfect health'.
11:01
Lookonchain: Bitcoin ETFs see $141M daily net outflow, Ethereum ETFs $27M daily net outflow as of Aug 11
Lookonchain reports that as of August 11, Bitcoin ETFs recorded a 1-day net outflow of 2,209 BTC (approximately $141.23 million), while Ethereum ETFs saw a 1-day net outflow of 14,499 ETH (approximately $27.22 million). Over the past 7 days, Bitcoin ETFs had a net inflow of 8,545 BTC (approximately $546.45 million), and Ethereum ETFs experienced a net inflow of 110,579 ETH (approximately $207.62 million).
10:55
Moonshot AI CEO Yang Zhilin reportedly turned down Apple to co-found the Chinese AI startup, which now rivals OpenAI and Anthropic.
Moonshot AI CEO Yang Zhilin, who received his doctorate in the U.S., reportedly turned down Apple and other top U.S. tech companies to co-found the Chinese AI startup, which now rivals OpenAI and Anthropic. His decision reflects a broader trend of talent returning to China, impacting U.S. tech competitiveness.
10:53
MarketWatch analysis: Fed's rate hike decision hinges on July CPI report
According to MarketWatch analysis, the Federal Reserve's upcoming interest rate decision will largely depend on the July consumer-price index (CPI) report, which is due out Wednesday. While a surprising decline in U.S. jobs last month is not enough to deter the Fed from raising rates, a second consecutive month of tame inflation could lead them to hold off. Conversely, another troubling rise in prices would likely trigger a rate increase next month.
10:50
CoinDesk Analysis: If Democrats Control Congress, Three Congresswomen Mistrustful of Crypto May Dominate Future Crypto Legislation
CoinDesk analysis points out that if the Democratic Party secures a majority in the U.S. Congress elections next January, three female lawmakers who are generally distrustful of digital assets—Representative Maxine Waters, Representative Shontel Brown, and Senator Elizabeth Warren—could play key roles in future cryptocurrency legislation. Maxine Waters is expected to regain leadership of the House Financial Services Committee; she once called the Digital Asset Market Clarity Act a "disastrous bill" and opposed including cryptocurrencies in retirement accounts. Shontel Brown could lead the House Agriculture Committee; she has previously opposed all digital asset bills. Elizabeth Warren could lead the Senate Banking Committee; she is one of the crypto industry's most prominent critics on Capitol Hill.
10:47
Atlanta Airport Taps Munis for $1.1 Billion as Sector Sales Lag
10:42
The Motley Fool analysis highlights memory supply shortage duration as key question for Micron Technology stock
The Motley Fool's analysis points out that the biggest question for Micron Technology (MU) stock is how long the current supply shortage in memory and storage products will last. While Micron's stock is up around 600% over the past 12 months and trades at about 20 times trailing earnings (compared to the S&P 500's 26 times), the long-term outlook is influenced by potential supply increases. South Korean memory company SK Hynix recently announced plans to invest over $38 billion in new facilities, which could ease the shortage in a year or two, potentially impacting Micron's significant growth from high prices.
10:42
TSMC executive says ABF substrates may become the second biggest bottleneck in advanced packaging, with the shortage in the coming years potentially second only to memory.
TSMC's Vice President of Advanced Packaging, Jun He, stated that as AI accelerator sizes and packaging complexity continue to increase, the demand for ABF substrates is being driven higher. Although TSMC's CoWoS capacity has doubled for three consecutive years, and supply is "very close" to market demand, the bottleneck in advanced packaging is shifting from memory to substrate materials. He also revealed that TSMC's 5.5x reticle size CoWoS is already in mass production with a yield exceeding 98%; the 14x reticle solution is expected to be launched before 2029. Additionally, TSMC is accelerating the advancement of SoIC hybrid bonding technology, planning to reduce the pitch to 4.5 micrometers before 2029 and apply it to A14 chip stacking.
10:40
Crypto-friendly bank Erebor in talks to raise $1.5 billion at a $9.5 billion valuation, according to FT
The year-old tech-oriented lender, which targets companies in crypto, AI, defense, and manufacturing, has seen its total deposits grow from $1.1 billion in March to $4.6 billion by July. Lux Capital, Human Capital, Valor Equity Partners, Andreessen Horowitz, and SV Angel are expected to make large commitments in the fundraising round, which would nearly double its private-market value from a $4.35 billion valuation earlier this year.
10:37
Replacing a $60,000 salary with a Treasury ladder at 4.3% requires roughly $1,395,000, which is more than most retirees guess
Analysis indicates that this figure is higher than many retirees anticipate due to factors like inflation, which can reduce the purchasing power of a fixed income over time. Additionally, Treasury yields are typically lower than riskier assets, necessitating a larger capital base to generate the same nominal income. Most financial planners suggest using a 5-to-7-year Treasury ladder as a sequence-of-returns buffer alongside a growth portfolio, rather than as a full salary replacement strategy.
10:37
Atlanta Fed's Venable states inflation is too high, a sentiment echoed by contacts across the Southeast
10:35
Benchmark reiterates Buy rating on Bitdeer (BTDR) with $22 price target, seeing over 150% upside
Benchmark Equity Research reiterated its Buy rating and $22 price target for Bitdeer Technologies Group (BTDR), implying approximately 153% upside from its recent closing price of $8.86. The firm believes the market's negative reaction to the company's $1 billion shelf registration, which led to a more than 20% stock drop, was an "overreaction." Benchmark highlights that Bitdeer's bitcoin mining operations are crucial for funding its $4.7 billion AI data center buildout, with mining currently generating all revenue and reducing the need for equity raises for its AI business.
10:27
Analysis indicates that S&P 500 healthcare stock Cardinal Health's share price remains in the buy zone after better-than-expected earnings, while McKesson and Cencora are also nearing buy points.
10:22
Donald Trump claims US 401(k) retirement accounts have "doubled and even tripled," and says the US is entering a "golden age"
Former US President Donald Trump stated in an interview with Fox News that Americans' 401(k) retirement accounts have "doubled and even tripled," reaching all-time highs, and claimed that the US economy is firing on all cylinders, entering a "golden age." He pointed out that the US stock market has hit record highs, employment rates have risen, investment in new factories has surged, and the S&P 500 index has increased by approximately 29% since the beginning of his second term. However, the article notes that Donald Trump did not specifically explain the meaning of "doubled and even tripled," and cited Fidelity data showing that the average 401(k) balance grew by 11% to $141,000 from Q1 2025 to Q1 2026, while Vanguard reported a 13% increase to $167,970 in 2025. These increases did not reach the "doubled or tripled" level.
10:22
Brent crude touched $90 a barrel before stabilizing around $87, as hopes for Strait of Hormuz deal faded on new demands from Iran and特朗普
U.S. West Texas Intermediate futures were at $81 a barrel. Iran stated it is closing in on a deal with Oman to reopen the strait but continues to resist direct negotiations with the U.S., citing Washington's breach of a June memorandum of understanding and lack of compensation.
10:22
S&P 500 opens higher, rising 0.1%, as Nvidia rallies over 1% on AI infrastructure deal worth over $500 billion
The Dow Jones Industrial Average added 0.2%, while the Nasdaq Composite fell 0.1%. Nvidia's gains came after the company announced a partnership with six major asset managers aimed at channeling over $500 billion into artificial intelligence infrastructure. Investors are also weighing mixed signals on the Middle East conflict and awaiting a key inflation report due Wednesday.
10:22
Analysts Predict TSMC and Broadcom Poised to Join Amazon in the $3 Trillion Market Cap Club by 2027
According to analysis by The Motley Fool, TSMC (TSMC) and Broadcom (Broadcom), currently valued at $2.2 trillion and $2 trillion respectively, are expected to reach a market capitalization of $3 trillion by the end of 2027. The analysis indicates that both companies are benefiting from the rapid development of artificial intelligence (AI). TSMC, as the world's leading logic chip manufacturer, stands to gain from increased AI spending and has already announced an additional $100 billion investment in Arizona, USA. Broadcom's custom AI chip business grew by 143% to $10.8 billion in the second quarter, and its AI semiconductor business revenue is projected to exceed $100 billion next year. These growth trends are expected to drive both companies' market capitalizations to $3 trillion.
10:21
Everpure (P) stock jumped in early trading Tuesday after landing its second design win and supply agreement with a top-five cloud hyperscaler, extending its year-to-date rally to 46%.
10:16
Dune Oil Corp launches new seismic program at Türkiye's Gabar Block, targeting further drilling and 51.6M barrels unrisked resource
Dune Oil Corp has initiated a tender for a 40-kilometre 2D seismic program at its Gabar Block in southeastern Türkiye. This program is a precursor to further drilling, which is expected to be finalized by September 2026. The company aims to improve its understanding of fault-related structures and identify additional drilling targets. The Gabar Block's North Prospect holds a 2C contingent resource of 27.6 million barrels, with an unrisked NPV-10 of US$733.5 million. Across all three prospects, Dune Oil estimates a total unrisked resource potential of 51.6 million barrels net to the company.

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