Dell’s AI servers drive a stellar earnings performance, and a raised outlook
The company’s backlog has reached $95 billion as demand accelerates for its AI servers Source：MarketWatch
Broadcom earnings need to answer these questions for the stock to rally again
Investors are wondering if Broadcom will update its AI revenue guidance, and how durable growth in its AI business will be going forward, J.P. Morgan says.…
SEC proposes broad update to decades-old transfer agent rules with blockchain nod
The proposal would modernize rules largely unchanged since the 1980s, addressing blockchainbased recordkeeping, tokenized securities and increasingly automated…
SEC Charges San Francisco Bay Area Private Fund Executives with Multimillion Dollar Ponzi-Like Scheme
The Securities and Exchange Commission today charged Mark D. Hanf, the former CEO of Novato, Californiabased Pacific Private Money Group LLC (PPMG), and…
Buy these stocks to ride the next big AI wave — connectivity, analyst says
Shares of Coherent and Lumentum are Deutsche Bank’s “highest conviction” picks among hardware companies in the era of AI. Source：MarketWatch
Why Microsoft’s stock could rally another 20% even after a summer winning streak
A BofA analyst says Microsoft’s fullstack strategy and custom chips are driving superior AI economics. Source：MarketWatch
Bitcoin stays flat as global bond bear market rages on, pushing JGB to high
Global bond yields hit multidecade highs today as Japan’s 10year JGB yield reached a 30year peak, keeping Bitcoin steady near $78,000. Source：Cointelegraph
Robinhood's new crypto network is printing cash, and it's sending Arbitrum's token soaring
Revenue on Robinhood Chain hit a 24hour record of $1.9 million, driving a 30% rally in ARB as traders chased downstream gains. Source：CoinDesk
Musk’s X hit by wave of unsolicited password reset emails
Multiple crypto industry figures and CoinDesk staff received unexpected password reset emails on Tuesday, though there is no evidence yet that X itself has…
There’s a disconnect between AI valuations and revenue-growth forecasts, observes this investor
Wellknown investor, academic and economist Paul Kedrosky is skeptical that this AI bubble differs markedly from that which met other new and revolutionary…
Firelight raises $8 million, expands beyond XRP as it aims to make DeFi less scary for fintechs
The protocol aims to give fintechs and investors a faster way to recover losses from DeFi hacks, while letting XRP, bitcoin and XLM holders earn yield by…
Does the Bitcoin rally mean we haven’t wasted our lives in crypto?
Crypto is showing signs of life again, but its biggest wins look different from what early believers imagined. After a decade of building, has it all been…