AI / Large Models
Anthropic selects Nasdaq as its IPO listing location, valuation may reach $2 trillion
Insiders revealed that Anthropic plans to go public in October, having chosen Nasdaq, marking it as another key exchange battle following SpaceX. The company is expected to achieve adjusted profitability for the second consecutive quarter this season.
SoftBank's stock plummets 11% as OpenAI announces no IPO this year
OpenAI CEO Altman stated that the company will not go public due to controversies regarding AI potentially posing existential threats to humanity. SoftBank, which holds a substantial stake in OpenAI, suffered a hefty drop.
Visa and Mastercard join forces to launch Know Your Agent framework, allowing AI agents to spend autonomously
The two payment giants partnered with Ant International, enabling AI shopping agents to make payments directly. This means AI is transitioning from "answering questions" to "picking up the tab," posing a significant variable to the business models of Visa and Mastercard.
Google DeepMind releases Gemini's video understanding capabilities
The new agentic video understanding allows AI to not only "see" videos but also comprehend the behavioral logic and causal relationships within them like a human would.
> Hot Comment: AI can now understand videos, but your online course study record still shows "incomplete."
Cryptocurrency / Web3
Bitcoin ETFs experience a net outflow of $463 million in a week, Ethereum ETFs surprisingly attract $197 million
Funds are showing a significant divergence between the two mainstream crypto assets, as the market votes with its feet to reconfigure positions.
CLARITY Act vote coincides with Federal Reserve's interest rate meeting, Bitcoin faces dual catalysts this week
The voting outcome of the stablecoin regulation bill will directly affect the compliance paths of USDT and USDC, while an unexpected rate hike by the Federal Reserve could further drain liquidity from risk assets.
Symbiosis cross-chain bridge recovers 15 BTC after hacking, offering a 20% bounty
Following the bridge's attack by hackers, the team responded quickly, recovering 15 Bitcoin and announcing a 20% bounty for leads on the remaining funds.
Bitcoin Suisse to lay off up to half of its Swiss employees, shifting focus overseas
The traditional Swiss crypto finance institution is significantly downsizing its domestic team, reflecting the impact of European crypto regulation costs on traditional crypto businesses.
Trump's 2025 federal disclosures reveal $1.4 billion in crypto-related income
This figure comes from publicly available federal financial disclosure documents, sparking a huge discussion on Hacker News: Where are the boundaries between political power and crypto asset interests?
Chips / Hardware
CUDA for AMD on Windows project hits Hacker News hotlist
A community project claims it can run CUDA on AMD GPUs in Windows, sparking 92 comments of intense debate. If feasible, NVIDIA's software moat could face a real crack.
> Hot Comment: AMD users have waited a decade for "the future of warfare," and this time the community might deliver first.
Meta reveals details of MTIA 300 training chip: features built-in NIC and communication offload engine
This is Meta's first training chip with a built-in network interface, aimed at reducing reliance on NVIDIA's expensive InfiniBand solutions.
Tech Companies
Why does Google still serve dubious ads? Hacker News post receives 854 upvotes
A technical blog reveals that the problem of spam ads on Google search results and YouTube continues to worsen, with many comments from former ad system employees providing insider grievances. Advertising is the lifeline of Google, and the loss of quality directly shakes the foundation of its revenue.
Larry Ellison cancels $7.5 billion Oracle stock sale plan
After reports emerged that he planned a large-scale sell-off, Ellison suddenly changed his mind. Oracle's stock has seen significant volatility, and the founder's 180-degree turn leaves the market puzzled.
Apple reportedly developing iPhone game controller
Several major companies have sent developers to Apple's headquarters to adapt to the upcoming iPhone Duo foldable phone, indicating that Apple is taking game hardware seriously.
U.S. Stock Market
Nike drops out of S&P 100 index, $200 billion in market value evaporated over 18 years
From being the world's leading sports brand to being removed from the core index, Nike's decline is a classic case of a consumer brand missing the window for innovation.
Concerns grow over slowing AI development, Nasdaq 100 futures drop 1.5%, Brent crude rises 3%, gold falls below 4300
The market is starting to doubt the return cycle of AI capital expenditures, compounded by Middle Eastern tensions impacting energy prices, pressuring tech stocks and failing to spare safe-haven assets.
Finance / Macroeconomics
Oil prices surge to $108: Saudi oil pipeline shut down due to attacks, global 4% crude supply faces disruption
Drone attacks forced Saudi Arabia to close a critical pipeline running across the country, with Brent crude prices reaching $108.49 in Asian trading. Stalemate in negotiations in the Strait of Hormuz coupled with supply disruptions has led the energy market into panic mode.
Iran claims to have shot down U.S. military advanced drone in the Strait of Hormuz
The conflict in the Middle East has escalated from proxy wars to direct military friction, forcing the U.S. to make 101 commercial vessels change their routes, significantly raising the global supply chain costs.
Trump urges Ukraine to stop striking Russian refineries, U.S. diesel prices hit all-time high
While attempting to suppress domestic oil prices, the White House faces contradictions in maintaining pressure on Russia, resulting in chaos over diesel prices.
Kaiko raises $110 million in funding, led by S&P Global
The crypto data company has secured a significant investment from S&P Global, indicating that traditional financial infrastructure is rapidly encroaching on the crypto data layer.
Today's Underlying Theme
On the surface, today's events seem scattered: the IPO paths of AI companies diverge, Bitcoin ETFs suffer losses, oil prices soar, and Nike exits. However, the underlying theme is one and the same—the market's trust in the "growth story" is being re-priced. OpenAI is hesitant to go public due to the major controversies surrounding AI risks, Anthropic is eager to list because it needs cash to burn, Nike is exiting because it cannot continue selling the growth story, and Bitcoin ETFs are experiencing outflows due to the upcoming Federal Reserve meeting. When oil prices push inflation back up, all assets relying on "cheap money" will have to be reassessed. AI and crypto may seem to be vying for the spotlight, but in reality, they are facing the same rate scissors.
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