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8/18
14:37
The U.S. Securities and Exchange Commission announced it has proposed new rules, titled “Regulation Crypto Assets,” aimed at establishing a clear and fit-for-purpose framework for certain investment contracts involving crypto assets.
14:36
The US Securities and Exchange Commission (SEC) has sued Tricolor Holdings founder Daniel Chu, who already faces federal charges, and two other former executives. They are accused of allegedly defrauding investors before the used car seller and subprime lender imploded.
14:33
Former US National Security Advisor Jake Sullivan stated that as Iran increases its leverage in negotiations with the United States, Donald Trump will ultimately have to "bite the bullet and make a bad deal with Iran." Sullivan also mentioned Israeli Prime Minister Netanyahu's role in the conflict, saying that Netanyahu had tried to persuade previous US presidents to take action against Iran.
14:05
OpenAI announced new security policies on Tuesday, focusing on containing security incidents during model testing. These measures include more detailed monitoring of models during development, greater emphasis on alignment and security post-training, and stronger network isolation practices to prevent unauthorized internet access from compromised workloads. The company stated these changes were partly prompted by the July 26th Hugging Face incident and the cybersecurity capabilities of its forthcoming Astra model. OpenAI also disclosed it had frozen reinforcement learning for two weeks following the incident, but has since restarted less risky models.
14:05
Broadcom's CEO previously stated that the company's AI chip revenue could exceed $100 billion next year. The company's revenue also grew 48% in its most recent quarter, driven by partnerships with hyperscalers like Amazon, Alphabet, and Microsoft investing in AI opportunities. Analysts believe its valuation, based on future earnings, remains attractive with a PEG ratio below 0.50, reinforcing its long-term investment potential despite risks tied to sustained tech spending.
14:05
BlackRock's "Re-Underwriting Bitcoin" whitepaper attributes the crash to a market dangerously stretched by October 2025, with futures open interest topping $90 billion, 80% of which was in offshore perpetual contracts offering up to 125x leverage. A $20 billion liquidation followed Washington's China tariffs on October 10. Fund flows also showed spot Bitcoin ETFs bleeding over $5 billion while AI-themed funds absorbed $46 billion, though BlackRock views this as cyclical. VanEck's ChainCheck notes 8 of 12 capitulation signals are active and the drawdown has entered its 10th month, suggesting the correction may be nearing its end, with a shallower trough expected compared to past cycles.
14:00
Elon Musk stated that SpaceX is expected to achieve $1 trillion in annual revenue by 2030, one year ahead of schedule. Analysis indicates that to reach this goal, SpaceX would need to achieve a five-year compound annual growth rate of 121.7% from its 2025 revenue of $18.67 billion. This represents an unprecedented growth rate for a company of SpaceX's size. SpaceX currently has three main business segments: Starlink satellite internet service, rocket launch services, and AI business. Analysts project that SpaceX's revenue will grow to $184.5 billion by 2028, but achieving the $1 trillion target by 2030 still faces significant challenges and intense competition.
13:59
The analyst pointed out that SpaceX's stock price, based on its current market capitalization of $1.9 trillion and trailing 12-month revenue of $23 billion, has a price-to-sales ratio of 83x, significantly higher than the Nasdaq 100 index's 6.3x. Although company CFO Bret Johnsen expects the AI business to reach an annualized revenue of $100 billion by the end of 2026, Wall Street analysts' average total revenue forecast for 2027 is approximately $98 billion. The analyst believes that if recent fluctuations in the AI industry lead to a decrease in infrastructure demand, SpaceX's stock price could fall below $100 in the next year, offering investors a better buying opportunity.
13:55
The stock remains over 40% below its 52-week high. Rocket Companies' Monday performance, with a 2% drop, was better than UWM Holdings (UWMC)'s 6% decline, suggesting it has recently held up better than some mortgage peers. Analysts note that Rocket Companies could benefit if mortgage rates fall and industry consolidation accelerates, but investors remain cautious about the timing and strength of a mortgage market recovery.
13:54
Arm Holdings CEO Rene Haas announced on the fiscal Q1 2027 earnings call that the customer demand pipeline for its Arm AGI CPU has doubled to more than $2 billion for fiscal years 2027 and 2028, an increase from the $1 billion opportunity reported a quarter earlier. Despite this, the stock is currently rated as a "Hold" at $284.95 due to its high valuation of 127x forward earnings.
13:54
The bullish initiation by Compass Point highlights the potential scale of Gorilla Technology's commercial pipeline, particularly its five-year NeutraDC Batam project in Indonesia, which is expected to generate $2.5 billion in revenue. The company also raised its Q2 2026 revenue outlook to at least $44 million in June, up from $28.2 million in Q1.
13:53
U.S. Secretary of State Marco Rubio stated that the sanctions target ICC President Tomoko Akane (Japanese) and senior trial lawyer Abdoulaye Seye (Senegalese), representing the latest escalation in the Donald Trump administration's efforts to "dismantle" the court. The sanctions include asset freezes, travel bans, and restrictions on U.S. companies providing services. The U.S. accuses the ICC of investigating officials without its government's consent, claiming the move is retaliation for the ICC's investigation into U.S. personnel in Afghanistan and for issuing arrest warrants for alleged Gaza war crimes against Israeli officials, including Prime Minister Benjamin Netanyahu. Neither the U.S. nor Israel are members of the ICC.
13:48
After being rejected twice by the New Mexico State Land Office, Transwestern, a subsidiary of Energy Transfer LP, the builder of the proposed pipeline to supply natural gas to Oracle's large AI data center "Project Jupiter" (also known as "Stargate"), submitted a new proposal to the U.S. Federal Energy Regulatory Commission (FERC) on August 17, seeking to lay part of the pipeline on land managed by the U.S. Bureau of Land Management (BLM) to bypass state land. The pipeline, originally scheduled to commence operations on August 15, has been delayed until February 1, 2027. The data center, located in New Mexico, will serve OpenAI and plans to build a 2.5-gigawatt natural gas-fueled power generation facility with a total investment of up to $165 billion.
13:43
The analysis indicates that hyperscalers (such as Amazon, Microsoft, Google, and Meta Platforms) are projected to invest approximately $700 billion in capital expenditures by 2026, with about two-thirds of that allocated to AI infrastructure. NVIDIA, as an AI accelerator supplier, stands to directly benefit from the largest share of this spending. Micron, as a high-bandwidth memory (HBM) supplier, is an indispensable component of AI servers, and the HBM market is expected to grow from $35 billion in 2025 to $100 billion in 2028. Micron has already secured pricing and volume agreements for all its HBM products through 2026, but its revenue model is more leveraged than a direct share.
13:43
According to SEC filings, Atlassian (NASDAQ:TEAM) Chief Revenue Officer Brian Duffy sold 7,617 shares of Class A common stock on August 14, valued at $1.2 million. This sale was a non-discretionary transaction intended to satisfy tax obligations arising from the vesting of equity awards, and does not reflect his view on the company's stock. Following the transaction, Duffy still directly holds 220,074 shares of Class A common stock, representing 0.0838% of the company's direct ownership. The company's recently released fourth-quarter earnings report showed strong performance, with revenue increasing by 28% year-over-year to $1.8 billion and achieving a net profit of $139.1 million.
13:36
LG Energy Solution opened a roughly $2 billion lithium-ion battery plant in Lansing, Michigan, on Tuesday. The facility, which will primarily make battery cells for LG Energy Solution Vertech (its energy storage systems business), opened half a year later than planned due to a slowdown in U.S. electric-vehicle demand.
13:32
According to the analysis report, dollar-cost averaging (DCA) into cryptocurrencies since their respective peaks in 2025 shows that Bitcoin has outperformed XRP. Specifically, investing $100 monthly into XRP since its cycle high in July 2025, totaling $1,400, currently shows a loss of 41.5% on the position. In contrast, investing $100 monthly into Bitcoin since it reached $126,000 in October 2025, totaling $1,100, currently shows a loss of 16.5% on the position. Even when compared over the same 11-month period, Bitcoin's DCA strategy still performs significantly better, with XRP showing a loss of approximately 33.1% compared to Bitcoin's 16.5% loss. XRP's price needs to reach $1.71 to recover the $1,400 investment, while Bitcoin needs to reach approximately $77,600 to recover the $1,100 investment.
13:31
The analysis indicates that Microsoft Azure's annual revenue surpassed $100 billion for the first time, growing by 43% year-over-year, and is projected to increase by approximately 45% next quarter. The company's commercial remaining performance obligations (RPO) reached $678 billion, an 84% year-over-year increase. Furthermore, Microsoft's partnership agreement with OpenAI extends intellectual property rights until 2032 and locks in a $250 billion Azure services contract. Although free cash flow declined due to a significant increase in capital expenditures, Microsoft CFO Amy Hood stated that demand continues to outpace supply, and RPO growth is faster than capital expenditure growth.
13:27
Crusoe, a private AI data center developer and power provider that serves OpenAI, Oracle, Microsoft, and GE Vernova, is in IPO talks with four Wall Street banks, including Bank of America, Goldman Sachs, Morgan Stanley, and JPMorgan Chase, Axios reports.

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