Coldcard ships firmware after $114 million bitcoin theft; says AI helped catch more bugs
Three weeks of review turned up problems unrelated to the flaw that cost users $114 million, but updating still does not make a compromised wallet safe.…
Nvidia earnings could rescue a stalling stock market — if the AI chip maker breaks this trend
Shares of Jensen Huang’s company have struggled to make headway since its previous results day. Source：MarketWatch
Optimism moves 546.9M OP from future airdrops to ecosystem growth fund
The governance vote redirects tokens previously reserved for user airdrops toward partnerships, incentives and Optimism’s growing institutional push.…
AMD is betting on dirt-cheap AI chips, but financing them is a major question mark
AMD just acquired a company whose chip is fast, inexpensive and a total mystery for lenders. Source：MarketWatch
The chip-stock rally hits a speed bump — but these analysts see reason to be hopeful
Previous instances of shortterm pressure on semiconductor stocks opened up opportunities for investors who bought the dip, according to one analyst.…
Injective receives SEC transfer agent registration for institutional services arm
Injective’s affiliated entity can now maintain securities ownership records, adding regulated market infrastructure to its growing push into tokenized assets.…
Marvell’s stock surges on news of Google chip deal — and Broadcom’s falls
Google will also get the option to purchase about $12 billion worth of Marvell’s stock. Source：MarketWatch
SK Hynix suggests its stock is too cheap as it embarks on $29 billion buyback
Following a sharp selloff in recent months, the South Korean memorychip company says current share prices don’t reflect the business’s “intrinsic value.”…
Cerebras’s stock has been a post-IPO bust. Its comeback hinges on this new chip.
Cerebras is betting that its specialized chips will outpace traditional graphics processing units as AI agents become more widespread. Source：MarketWatch
AI chip stocks were riding high. Here’s why Micron and others are now pulling back.
Analysts note high expectations, concerns about elevated Treasury yields and a potential letdown surrounding Anthropic’s financial progress, Source：MarketWatch
Compound bets $52 million, new leadership team in switch to institutional focus
The protocol pioneered decentralized finance lending, but assets locked have tumbled from a peak five years ago. Now it's looking to attract institutions after…
Micron, Sandisk and other chip stocks climb as investors get more confident about AI spending
AI companies are seeing improved financial performance, according to reports, and memorychip companies may be able to better fend off Chinese competition with…