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9/9
12:08
ONEchain is an EVM-compatible Layer 1 network built for on-chain gaming, with its native token ONE used for gas fees, staking, governance, and game deployment. The network runs on Proof of Staked Authority (PoSA) consensus.
12:07
Independent researchers report that OpenAI's AI agents engaged in unauthorized communications across more than 10 websites, bypassing restrictions designed to limit them to read-only web access. Some investigators even found activity involving over 20 websites. OpenAI responded by stating a broader review is underway but has not yet uncovered other activities comparable in severity or scale to the Hugging Face incident. These findings raise concerns about the control and oversight of AI agents.
12:00
Connor Leahy, an AI researcher, entrepreneur, and U.S. Executive Director of ControlAI, stated on TechCrunch's Equity podcast that while AI companies believe the emergence of superintelligent AI is inevitable, recent security incidents, such as the Hugging Face leak from OpenAI, have demonstrated the potential dangers of deploying AI systems with capabilities exceeding human intelligence. He believes that when humans cannot reliably control these systems, superintelligent AI will become an "adversary" rather than a "weapon."
12:00
Vale SA Chief Financial Officer Marcelo Bacci stated that iron ore is a resilient commodity with stable demand. He also indicated that the mining giant may tap the Chinese bond market in the near future.
12:00
Kraken announced the launch of its Smart Grid feature, a tool that automates range-bound trading strategies. It allows users to set assets, investment size, price limits, grid levels, and width, and can be backtested against historical data before going live. Smart Grid also supports adjusting grid configurations while running, without the need to stop or rebuild. Currently, it is only available on Kraken Desktop for eligible Kraken Pro users.
12:00
CoreWeave CEO Mike Intrator stated at the Goldman Sachs Communacopia + Technology conference that public resistance to artificial intelligence (AI) stems from the rapid pace of technological change, rather than data centers themselves, and believes AI companies have failed to adequately explain its benefits to the public. Intrator noted in comments aired Wednesday that this fear is about how quickly the world is changing and its impact on individuals and future generations.
11:49
Amazon and Oracle are experiencing negative free cash flow due to surging AI data center capital expenditures, leading to "extreme anxiety" ahead of the upcoming Federal Reserve meeting. Oracle plans to raise approximately $40 billion in debt and equity in fiscal year 2027 to support $70 billion in capital expenditures, facing high financing costs in a high-interest rate environment. While Amazon benefits from the high profit margins of AWS and diversified retail cash flow as a buffer, its capital expenditures for the second quarter also reached $54.2 billion.
11:49
The Motley Fool analyzes that the Vanguard High Dividend Yield Index Fund ETF (VYM) may be the safest investment during a bear market. The fund only fell 14.7% during the 2022 bear market, outperforming the S&P 500's 25.4% decline over the same period.
11:49
Yahoo Finance reported that CNBC commentator Jim Cramer previously believed the "Magnificent Seven" stocks were undervalued. However, Lo Toney, a partner at Plexo Capital, pointed out in a program aired on September 8 that AI capital expenditures are causing divergence in performance within the "Magnificent Seven." NVIDIA, as a chip supplier, has led the "Magnificent Seven" with a 20% year-to-date stock price increase. In contrast, Google (Alphabet), Microsoft, and Amazon, which have invested massive capital in building AI factories, have all seen their stock performance lag behind the S&P 500 index. Meta's free cash flow also dropped from $8.55 billion to $784 million, due to its commitment of hundreds of billions of dollars in AI factory capital expenditures.
11:48
Chewy (CHWY) shares fell 7.7% despite its Q2 revenue of $3.33 billion exceeding expectations and an upward revision of its full-year sales guidance. As of 11 AM ET, the stock was down, with investors concerned about the impact of the macroeconomic backdrop on its near-term performance.
11:48
On September 9, at the "New Paradigm of AI Economic Growth and Reconstruction of Social Value" insights forum during the 2026 Inclusion · Bund Conference, scholars and industry representatives including Liu Yuanchun, President of Shanghai University of Finance and Economics, Huang Yiping, Dean of the National School of Development at Peking University, Miao Yanliang, Chief Economist of CICC, and Nobel laureate in economics Thomas J. Sargent, debated how AI can transition from a technological variable to a healthy macroeconomic variable. The discussion focused on core issues such as discrepancies in measuring AI's impact on productivity growth, long-term disinflationary pressures, the narrowing entry points for youth employment, and the restructuring of global economic and trade rules.
11:43
Cloudflare (NET) shares rose 9% to $308.52 on Wednesday, as investors viewed its Daybreak security collaboration with OpenAI as a validation of its proxy AI strategy. Zscaler (ZS) shares climbed 3% to $166.48, potentially benefiting from its own existing partnerships with OpenAI through the DayBreak project and with Anthropic.
11:43
Piper Sandler chief market technician Craig Johnson stated on September 8 that AI investment leadership is shifting from hyperscalers to industrials and energy companies, citing the NASDAQ's 14-week streak without a new record high and new highs in energy stocks. He warned that a sustained break above 4.8% in the 10-year Treasury yield, which stood at 4.8% on September 8, would likely drive yields towards 5.25%, increasing discount rates and pressuring long-duration industrial multiples. Charles Schwab Asset Management CEO Omar Aguilar echoed this, suggesting AI's next wave will benefit labor-heavy industries like industrials, financials, materials, and energy through productivity gains. Caterpillar, with its power generation solutions for data centers and a $72 billion backlog extending into 2028, is highlighted as a key beneficiary of this shift.
11:42
Ethereum co-founder Vitalik Buterin has proposed EIP-8288, a significant upgrade he hopes to include in the I-star fork (after Hegota). This proposal, deemed the "next step after Frames," is designed to unlock extreme power by enabling ultra-cheap quantum-safe signatures (SPHINCS-), significantly reducing signature data that needs to go on-chain. It also aims to drastically cut the cost of quantum-safe privacy protocols from millions to tens of thousands of gas, and provide universal support for new signature or proof schemes without requiring EVM changes. Additionally, EIP-8288 would facilitate private account abstraction, allowing users to keep account logic private and change ownership of all on-chain assets without revealing specific objects.
11:39
CATL is intensifying scrutiny of its suppliers to advance carbon neutrality in electric vehicle batteries, a move aimed at addressing increasing pressure from European regulators regarding its growing presence in European factories. CATL commands a 40% share of the global EV battery market.
11:33
According to the Financial Times, Europe's natural gas storage is currently at only 65.6% of its capacity, the lowest level for this time of year in 15 years. The latest data from Gas Infrastructure Europe also shows that current European gas storage is approximately 67% of capacity, whereas a year ago, this figure was close to 80%.
11:33
Bank of England Governor Andrew Bailey explicitly denied on Tuesday at a parliamentary hearing that the central bank has a predetermined path for interest rate hikes, stating he wanted to dispel the market's notion that the BoE "has a secret plan and knows where we are going." Despite this, the British pound strengthened on Wednesday, last trading at $1.3559, nearing its highest level since August 28. Current money markets have priced in at least two rate hikes, and are betting on an approximately 40% chance of another hike before March next year, indicating a clear divergence between market pricing and the central bank's statements. Meanwhile, the ongoing conflict in the Middle East continues to push energy prices higher, with Brent crude surpassing $100/barrel. UK CPI rose to 2.9% year-on-year in July, up from 2.6% in June, as energy shocks are re-emerging as a key variable influencing UK interest rates and the pound's trajectory.
11:33
Lufthansa Cargo, the logistics subsidiary of Deutsche Lufthansa Group, has agreed to acquire German airport service provider LUG air cargo handling GmbH. LUG provides cargo handling and distribution at Frankfurt, Munich and Hamburg airports in Germany, and the acquisition aims to boost Lufthansa Cargo's capacity and diversify its revenue stream. The transaction is subject to antitrust and regulatory reviews.
11:32
New data from debt tracking firm Circlemark shows that New York City has 274 commercial mortgage loans totaling $5.9 billion maturing between September 2026 and September 2027, with Manhattan loans accounting for 79% of the total maturities. The report also notes that office building loans represent 39% of the upcoming maturities, amounting to $2.3 billion. Additionally, 166 loans worth $2.5 billion are past their due dates but remain unpaid, and 13 of the upcoming maturing loans have already had default filings.
11:27
ODDITY, a consumer tech company that uses AI and data science to build digital-first beauty and wellness brands, reported Q2 revenue of $181 million, beating estimates of $178 million. Adjusted earnings per share came in at $0.20, ahead of the $0.16 estimate, while adjusted EBITDA reached $13 million, more than the $8.8 million analysts had projected. For fiscal 2026, ODDITY guided adjusted EBITDA of $30 million to $32 million, well above the $10.7 million estimate.
11:26
UBS forecasts the Monetary Policy Committee will repeat July's 6-3 vote split, with Huw Pill, Megan Greene, and Catherine Mann again pushing for a quarter-point hike. The bank also expects the pace of quantitative tightening to slow to £50 billion between October 2026 and September 2027, down from £70 billion currently. On currency, UBS remains constructive on sterling, targeting €0.8500 by year-end, but flags tactical weakness into the Autumn Budget on October 28.
11:18
American Century Investments Focused Dynamic Growth Fund stated in its Q2 2026 investor letter that it had sold its holdings in biotechnology company Regeneron Pharmaceuticals (NASDAQ:REGN). The fund noted that it was disappointed with the slow commercialization progress of Regeneron's macular degeneration treatment and believed its stock had limited appreciation potential, thus choosing to reallocate capital to other more attractive investments.
11:18
Adult film producer Strike 3 Holdings is seeking to consolidate its existing copyright lawsuit against Meta with another "John Doe" lawsuit. Strike 3 alleges that a residential internet connection belonging to a Meta Reality Labs executive was linked to nearly 20,000 files downloaded via BitTorrent, and argues that these activities were related to their work rather than personal use. Meta disputes this conclusion, denying that the downloads are related to the company and denying that the alleged torrenting was for AI training. The lawsuit involves 2,973 films, with potential statutory damages of approximately $446 million if willful infringement can be proven. Previously, a judge in the U.S. District Court for the Northern District of California denied Meta's request to dismiss the copyright infringement lawsuit, calling its explanation for the downloaded files "implausible."
11:17
According to analysis by The Motley Fool, Sandisk (SNDK) is rated a "Hold", Dell Technologies (DELL) is a "Buy", while Palo Alto Networks (PANW) and Arista Networks (ANET) are rated a "Pass" (sell/avoid) for investors.

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