Disclaimer:All content on this platform is sourced from the internet and is provided for informational purposes only. None of the content represents the views of this site, nor does it constitute investment advice. Please exercise caution when investing.

Faster global financial news!

24/7 News

LIVE
Important Only
Title Only
All Macro U.S. stocks digital currency Stocks Commodities Geopolitics Artificial Intelligence AI
9/21
23:26
SemiAnalysis's report dissects the underlying architecture of AI large model inference, identifying four stages: prefill, midfill, decode attention, and decode expert. It highlights that memory bandwidth holds greater economic value than capacity.
Research firm SemiAnalysis released an in-depth technical report on September 22, systematically dissecting the underlying architecture of AI large model inference services. The report points out that inference service is not a monolithic entity but a "Token Factory" composed of four working stages: Prefill, Midfill, Decode Attention, and Decode Experts.

This analytical framework emphasizes that each stage has distinctly different demands for compute power, memory bandwidth, and network, and conflating them will forfeit the structural advantages of the Mixture of Experts (MoE) model architecture. The report also concludes that in many inference scenarios, memory bandwidth generates more value than memory capacity, and the optimal use for accelerator HBM is to host currently active batch data, rather than storing idle context. The report uses NVIDIA's Blackwell series GPUs as a case study for its deductions, and its conclusions have direct guidance for hardware designers, cloud service providers, and model deployers.
23:23
Hong Kong stocks rose on Tuesday, with the Hang Seng Index opening 0.51% higher, as tech stocks led gains across Asian markets.
Hong Kong's benchmark Hang Seng Index opened 128 points higher on Tuesday, up 0.51% at 25,170 points; the Hang Seng Tech Index rose 1% to 4,467 points. Technology stocks boosted Asian markets, primarily driven by falling oil prices, hopes for US-Iran negotiations, and optimism about a US-China summit. South Korea's KOSPI index surged 2.2% to 7,161 points. Additionally, the launch of Meta AI assistant Muse also boosted market confidence in CPU demand.
23:23
Kakao Pay and KakaoBank to explore stablecoin opportunities with Fireblocks
23:21
Goldman Sachs maintains a cautious outlook on the prospects for China's long-form video and music streaming sectors, reiterating a Sell rating on Mango Excellent Media.
Goldman Sachs' report takes a cautious view on China's long-form video platforms, suggesting that while AIGC may reduce costs in the short term, it faces long-term challenges regarding users' sustained consumption of AI content and the potential for AI content proliferation to erode the competitive advantage of copyrighted dramas. Goldman Sachs maintains a Sell rating on Mango Excellent Media and a Neutral rating on iQIYI. Regarding music streaming, Goldman Sachs points out the disorderly expansion of music production supply in China, with copyright protection and shifting user preferences being key uncertainties, leading to short-term pressure on Tencent Music's subscription revenue.
23:21
Goldman Sachs is optimistic about the resilience of China's online gaming sector, upgrading XD Inc. to a Buy rating.
Goldman Sachs' report suggests that online gaming is the most resilient sector among China's entertainment and media verticals, with AI benefits primarily flowing to leading established publishers such as Tencent and NetEase. Goldman Sachs simultaneously upgraded XD Inc. to a Buy rating, believing its TapTap platform will benefit from a significant expansion in game supply and is poised to shift from an AI-affected party to an AI-beneficiary, especially in its unique value proposition for serving long-tail game developers.
23:21
Goldman Sachs Report: AI is Reshaping China's Entertainment Industry, Content Supply Approaches Infinity While Attention Remains Limited, Gaming Sector Shows Most Resilience
Goldman Sachs stated in its latest research report that AI is fundamentally reshaping the value chain and profit pools of China's entertainment industry. The core contradiction between an approaching infinite content supply and still limited user attention will profoundly change the industry landscape in the coming years, creating significant divergence across different segments and players. The report suggests that AI multimodal technology has already reduced content production costs by an average of over 80% to 90%, significantly shortening production cycles. For example, short-form drama output in the first eight months of 2026 expanded 13-fold compared to the entire year of 2025, and new game releases increased by over 8-fold. Goldman Sachs anticipates that value at the production and execution levels will be compressed, while the scarcity of top-tier IP and creative assets will be further highlighted.
23:16
Morgan Stanley: AI Architecture Upgrades Lead to a 50% Expansion in US Data Center Power Shortfall to 33GW, Rapid Power-On Solutions Become Core Value
Morgan Stanley's latest research report indicates that as rack-scale AI architectures rapidly proliferate, the power deficit facing U.S. data centers is far more severe than market expectations. The bank projects that from 2026 to 2028, cumulative power demand from U.S. data centers will reach 97 gigawatts (GW). After deducting grid capacity under construction and available, the power deficit before implementing any solutions is as high as 57 GW, an increase of approximately 50% from the previously estimated 38 GW. Even when "fast-power" solutions such as natural gas turbines, fuel cells, and nuclear power plant co-location are included in calculations, the median net deficit still reaches 33 GW, accounting for 34% of U.S. data center power demand during the same period.

The report points out that the migration of AI chip deployment from 8-GPU server architectures to 72-GPU rack-scale architectures (NVL72) is the direct driver of the widening deficit, leading Morgan Stanley to significantly raise its power consumption assumptions. Analysts believe that obtaining power one year earlier creates value equivalent to approximately $4.5/watt, which is 5.9 times the annual electricity cost. Therefore, "the urgency for AI players to secure power is far greater than market perception." Former Bitcoin mining companies that have transitioned into "power supply shell" providers (PSPs) are benefiting from this, with unlevered free cash flow yields reaching 15% to 19%.
23:13
USD/KRW fell 1.09% intraday, now at 1,360.5442.
23:09
Lookonchain: Tom Lee's Bitmine withdrew another 12,500 ETH ($34.55M) from Kraken
23:00
Alibaba CEO Eddie Wu announced a target for Alibaba Cloud's global data center scale to exceed 20GW by 2032, with plans to train AI models with 5-10 trillion parameters. T-Head, a subsidiary, released its latest AI chip, Wujian V900, which boasts a 3x increase in hashrate.
Alibaba Group CEO Eddie Wu stated at the 2026 Hangzhou Apsara Conference that the company is betting on AI infrastructure with industrial revolution-level strategic ambition. He announced that Alibaba aims to expand the global data center capacity operated by Alibaba Cloud to over 20GW by 2032 to meet rapidly growing AI demand, and simultaneously disclosed plans to train a new generation of AI models with 5 to 10 trillion parameters.

Meanwhile, its chip division T-Head released its latest AI chip, the Zhenwu V900, on the same day. Its hashrate is three times that of its predecessor, the M890, and a single cluster can scale up to 500,000 cards. Alibaba expects a significant increase in T-Head's annual AI chip shipments. Eddie Wu predicted that the total amount of thought supplied by machines in the future will exceed 1,000 times that of humans, and current long-term industry demand already far outstrips supply capacity, with shortages in the global AI data center supply chain constraining hashrate growth. Following the announcement, Alibaba's Hong Kong-listed shares once rose over 4%, reaching a new monthly high.
22:57
Lookonchain: Trader Garrett Jin closed his 500 BTC ($43.23M) short position, realizing an $81.7K profit
22:53
Animoca Brands suspends merger deal that would have taken it public
Animoca Brands Chairman Yat Siu stated that "corporate agility must take precedence" over pursuing the merger, which would have led to the company's public listing.
22:47
Korean beauty company APR obtains two international AI certifications, claims global first
Korean beauty company APR announced it has obtained ISO/IEC 42001 certification for artificial intelligence management systems and the AI Trust Mark from Norwegian certification body Nemko. APR stated it is the first beauty company globally to obtain both certifications.
22:43
Prediction market protocol Trueo plans to migrate from Base to Ethereum mainnet
Ethereum co-founder Vitalik Buterin praised Trueo as an emerging L1 prediction-market competitor focused on decentralization, ethical design, and more meaningful applications. Trueo cited Ethereum’s network effects, liquidity, integration potential, and decentralization as reasons for the move.
22:39
Blackstone President Jon Gray: AI has translated into enterprise productivity and revenue growth, with "hard shortages" in hashrate, power, and data centers forming core investment opportunities.
Jon Gray, President and COO of Blackstone, stated in a closed-door presentation to top investors on September 20 that AI deployment has translated into tangible productivity gains and revenue growth for companies. The resulting demand is clashing intensely with real-world infrastructure bottlenecks, forming the most critical investment opportunity today. He likened the current macro environment to "the dawn of 1870," signaling an impending major industrial revolution.

Gray revealed that large model companies Anthropic and OpenAI have achieved annualized revenues of $105 billion (as of July 2025), with their combined valuation soaring to over $2.3 trillion. Within Blackstone's portfolio, 14 AI-related companies saw their annualized revenue grow 21-fold to $525 million. He emphasized that the capital expenditures of five hyperscale data center companies have doubled this year to $820 billion. Blackstone's own data center leasing capacity increased from 1 gigawatt in 2024 to an estimated 6 gigawatts this year, corresponding to nearly $100 billion in capital expenditures. Gray believes that SK Hynix's mere 4x P/E ratio indicates market skepticism about AI investment, rather than a bubble. He added that the enormous construction costs of power infrastructure ($55 billion per gigawatt) and long delivery cycles (GE turbines are backlogged until 2031) highlight the investment value of "hard shortages."
22:38
Meta AI's smart agent Muse surpassed ChatGPT in downloads within 12 days of its launch. The Nasdaq 100 closed up 2.83%, reaching a new high for June, with CPU chip stocks surging.
Meta's AI agent, Muse, reached a peak of 448,000 daily active users and a record 264,000 single-day downloads just 12 days after its launch, significantly outperforming ChatGPT's initial period. This has fueled market speculation that consumer-grade AI is entering a mainstream inflection point. Boosted by this, the Nasdaq 100 closed up approximately 2.83% on September 21, surpassing 30,000 points and reaching a new high since June. However, Goldman Sachs analyst Peter Callahan described it as a "quiet surge," with trading activity at only 3 out of 10, and gains highly concentrated in large-cap tech stocks. CPU chip stocks Arm Holdings, Intel, and AMD rose over 15%, 12%, and 10% respectively on the day, with AMD's market capitalization reaching $1 trillion for the first time. Meanwhile, a divergence emerged between the credit market and the stock market, as investment-grade CDS spreads widened to a five-month high, indicating market reservations about the current optimistic sentiment. Micron's earnings report next week will be a critical validation point for the sustainability of AI infrastructure trading.
22:36
India’s Market Regulator SEBI Turns to AI to Police Traders and Combat Market Fraud
India's market regulator, the Securities and Exchange Board of India (SEBI), is deploying artificial intelligence to monitor traders and fight market fraud from its Mumbai headquarters.
22:29
Tesla sets up Vietnam subsidiary to enter Southeast Asia's largest EV market, dominated by local rival VinFast with 92% share
Tesla registered a local entity, Tesla Motors Vietnam, this month, aiming to tap into Vietnam's fast-growing electric vehicle market. Vietnam became Southeast Asia's largest EV market in 2025, with sales more than doubling and EVs accounting for almost 40% of new car sales. However, local rival VinFast holds a dominant 92% share of the domestic EV market, supported by its parent Vingroup's extensive charging infrastructure and consumer ecosystem. Analysts suggest Tesla's Model 3 and Model Y could target premium buyers initially, but the company will need to build out distribution, service, and charging networks to compete effectively.
22:24
Bybit to support Avalanche (AVAX & AVAXC) v1.15.0 network upgrade, temporarily suspending deposits and withdrawals from Sep 22, 02:30 PM UTC.
Bybit to support Avalanche (AVAX & AVAXC) v1.15.0 network upgrade, temporarily suspending deposits and withdrawals from Sep 22, 02:30 PM UTC. The upgrade is expected to take place on Sep 22, 2026, 03:00 PM UTC. Trading and other activities will not be affected.
22:02
Lookonchain: Anonymous Trader 0xc3ed Liquidated 4 Times for $32.55M in BTC Shorts as Bitcoin Rises
22:02
ChiNext Index on A-shares rose nearly 2%, with hashrate hardware and chip semiconductor sectors surging; Hang Seng Tech Index on Hong Kong stocks rose nearly 1%, with Tencent up 6%.
On Tuesday morning, China's A-share market saw its three major indices open higher and continue to rise, with the ChiNext Index expanding its gains to 1.91%. Sectors such as AI applications, hashrate hardware, and chip semiconductors performed actively, and GPU concept stocks like Hygon Information and Moore Threads surged. Hong Kong stocks also rose across the board, with the Hang Seng Tech Index up 0.90%, as heavyweight tech stocks rebounded, and Tencent Holdings surged 6%. In commodities, most domestic commodity futures rose, and treasury futures fluctuated upwards.
22:01
UBS has raised its CoWoS industry capacity forecast, expecting it to reach 270,000 wafers per month by the end of 2027, a significant 69% increase from 2026, driven by strong ASIC and CPU demand.
UBS noted in its latest research report that the demand for cloud AI chips continues to exceed expectations, driving the advanced packaging industry into a new expansion cycle. The report raised its forecast for global CoWoS industry capacity by the end of 2027 from the previous 260,000 wafers/month to 270,000 wafers/month, a significant increase of approximately 69% from the estimated 160,000 wafers/month by the end of 2026. This upward revision is primarily driven by the strong rise in ASIC and CPU demand, with UBS expecting these two types of chips to still largely rely on CoWoS packaging technology in 2028-2029. Meanwhile, global CoWoS total demand is projected to reach approximately 2.63 million wafer equivalents in 2027, nearly double the estimated 1.321 million in 2026. NVIDIA remains the largest customer, but the proportion of ASICs and AMD has significantly increased, reflecting diversified demand sources. On the supply side, ASE's CoW capacity is expected to expand significantly from 20,000 wafers/month by the end of 2026 to 70,000 wafers/month by the end of 2027, and TSMC's advanced packaging sales are projected to maintain a compound annual growth rate of approximately 50% from 2026 to 2030.
21:47
Canadian province British Columbia sues OpenAI over its alleged role in a mass shooting, claiming the ChatGPT maker failed to act after the attacker’s account was flagged.
21:43
Kolon Industries Ramps Up Advanced Materials for AI, Autos, Medical Markets, Targeting $145M Sales from Modified Polyphenylene Oxide
The chemical company has added production capacity and commercialized new materials in the second half of this year, while also carrying out operational excellence and AI transformation projects. It plans to strengthen research.
21:37
JPMorgan Chase CEO Jamie Dimon: Hyperscale cloud companies' AI spending may reach $1 trillion next year, expected to boost GDP by 1% annually and push up inflation.
21:30
Coinbase reports delays in Solana (SOL) sends and receives.
21:21
Proprietary Traders' Share in India's NSE $2 Trillion Derivatives Market Falls to Near Four-Year Low
Proprietary traders' share of equity derivatives turnover at the National Stock Exchange of India Ltd. has fallen to its lowest level in almost four years. This decline is attributed to problems with the closing auction mechanism and an increasingly restrictive trading environment.
21:17
Pragma flags 6 price feeds as 'critical risk' after $3.5M Starknet lending exploit, citing liquidity gap
Oracle provider Pragma's September 18 assessment identified 6 out of 22 mainnet market and rate feeds as critical risk, warning that an available token price does not guarantee sufficient liquidity for lenders to sell collateral and cover loans. This assessment follows a September 17 borrowing exploit at Nostra, a lending protocol on Starknet, where a manipulated NSTR oracle price allowed an account to borrow approximately $3.5 million in other assets against NSTR collateral. Pragma rated BROTHER, DAI, DOG, EKUBO, LORDS, and NSTR as critical, with nine other feeds rated high risk.
21:15
Binance will support cash dividend distribution for Direxion Daily Semiconductor Bull 3X Shares (SOXL) via bStocks.
21:13
Ben Thompson, a technology strategy analyst, states the AI industry faces five "excesses," with model capabilities already being in surplus. Now is the "application moment."
In his latest article, "Frontier Overhangs," Thompson points out that the AI industry is facing a "fivefold overhang" in capabilities, products, pricing, capital, and safety. This indicates that absolute leadership in model capabilities is no longer a sufficient condition for building a commercial moat. He believes that models and application layers are moving towards modular separation, and products like Meta's Muse demonstrate that non-top-tier models can also build products with strong user stickiness. Thompson also questions Anthropic CEO Dario Amodei's call to "slow down frontier AI," arguing that his safety-driven discourse aligns closely with the commercial difficulties faced by frontier labs.

What is 24/7 News

This is where the pulse of global digital wealth beats.

In the fast-paced world of digital currencies and global financial markets, a one-minute delay could mean missing a prime investment opportunity—or taking on unnecessary risk. On this battlefield where value is reshaped by the second, Svmuu·Flash News is dedicated to building a direct channel of information for you that is lightning-fast, precise, and free of noise.

We break free from the lag inherent in traditional media. By monitoring the internet around the clock, we deliver every key development in the global crypto market and the macroeconomy to your screen in seconds—using the most concise and intuitive language.

Our Features

Instant Response—Every Second Counts

Leveraging a powerful automated data-scraping network in tandem with a professional editorial team, we track major global trading markets, significant on-chain transactions, key project developments, and major global political and economic news 24 hours a day, non-stop. This ensures that when major news breaks, you’ll be the first to receive the core facts.

Filtering Out the Noise, Distilling the Signals

Faced with an information deluge, blindly chasing “quantity” often leads to decision paralysis. Our editorial team prioritizes not only speed but also the “substance” of the information. We filter out ineffective marketing hype and repetitive noise, distilling only the hard-hitting insights that provide practical guidance on market trends and capital flows.

Dual Focus on the Crypto Ecosystem and Global Macro

Our updates aren’t limited to industry developments within the crypto space; we also closely monitor major macro events such as global geopolitical conflicts, policy red lines set by the Federal Reserve and other central banks, fluctuations in traditional commodities, and the restructuring of global supply chains.We understand that today’s digital asset market is deeply intertwined with global macro liquidity, and every macroeconomic development has the potential to send ripples through the crypto space.

Our Service Commitment

We fully understand that in a frenzied and volatile market environment, emotions often run ahead of reason. Therefore, our news section consistently adheres to the principle of “objective reporting, impartiality, and no misinformation.”We do not peddle fear or fabricate myths; we simply serve as the most level-headed sentinel guiding your investment decisions.

Follow Svmuu (Shuimu Finance) · Breaking News. Amid the complex and ever-changing market cycles, let us be the first to help you identify the winds that determine the trend.

24H Trending

Markets Today

BTCBitcoin
$84,010.92 -3.06%
ETHEthereum
$2,674.92 -3.37%
USDTTether USDt
$1.00 +0.01%
BNBBNB
$770.07 -3.17%
SP
S&P 500 IndexSPX
7,706.03 -0.75%
XA
GoldXAU
$4,319.20 +0.02%
DX
DXY (US Dollar Index)DXY
101.14 +0.04%
View Full Market Data →
recommend

Recommended Reading

Hot Topics

#Macro #digital currency #Stocks #U.S. stocks #Cryptocurrency #Commodities #Federal Reserve #Bitcoin #Foreign Exchange #Geopolitics #Donald Trump #AI #Artificial Intelligence #Interest rate hike #Bonds #Iran

Svmuu focuses on blockchain industry trends and cutting-edge cryptocurrency news, while also covering real-time market data and in-depth analysis of the Hong Kong, U.S., and foreign exchange markets. Here, you can not only access professional 24/7 news updates and accurate market data, but also utilize practical investment tools to help you capitalize on opportunities in both digital assets and traditional financial markets. Whether you are a blockchain enthusiast or an investor in Hong Kong, U.S., or foreign exchange markets, we provide efficient and timely information services to empower your investment decisions.

Coming Soon!
Scan to Download App