News linked to this event type.
According to TechFlow Research, JPMorgan's August 6 research report cites LightCounting's latest forecast that the data communication market CAGR from 2025 to 2030 will reach 28%, with the scale increasing from $20 billion to over $70 billion. 1.6T products are the largest growth driver, with a CAGR of about 120%, contributing about $40 billion by 2030. After the NPO/CPO market is included in the addressable market calculation, it will exceed $18 billion by 2030, accounting for more than 25% share of the data center communication market. The telecom and data center interconnect market CAGR is 18%, reaching $9 billion by 2030. In terms of short-term financial reports, JPMorgan believes COHR has the highest earnings certainty, with revenue and profit margins expected to continue improving; market concerns over LITE are excessive, with valuation corresponding to only 22x 2028 EPS, leaving room to exceed expectations; FN needs September quarterly guidance to boost confidence. In terms of customer landscape, Google is expected to become the largest optical component purchaser by 2030, and Meta will lead NPO/CPO deployment. For Nvidia, short-term share rebounds to 25% due to 1.6T, but long-term share is expected to drop from 18% to 12%.
Odaily News - As a pioneer in tokenized stock innovation, multiple Gate gStocks have delivered standout performances in a single day. According to the latest data from Gate, the top three gainers in the gStocks tokenized stock sector are: Fluence Energy (FLNCG/USDT) surging 19.23% in 24 hours, now trading at $13.30; MiniMax (MINIMAXG/USDT) rising 15.38% in 24 hours, now at $43.89; and AXT Semiconductor (AXTIG/USDT) gaining 13.46%, now at $77.54. As market attention continues to heat up, Gate gStocks keeps expanding its global tokenized stock asset ecosystem, offering users more diversified opportunities for market participation.Gate gStocks employs a 1:1 fully-backed native stock reserve mechanism, where each tokenized security corresponds to an equivalent amount of native stock as underlying asset support. It also supports 7×24-hour trading, unified account management, and fractional share trading with a minimum investment of 1 USDT. Users can participate in global popular stock investments with greater flexibility, achieving one-stop allocation between digital assets and traditional securities. As the tokenized securities ecosystem continues to grow, Gate gStocks will keep expanding its offerings with more high-quality stocks and ETF targets, providing users with an even broader range of global asset allocation options.
B.AI welcomes multiple major updates this week. In terms of benefits, new users can log in with one click using Bitget Wallet, Binance Wallet, or imToken wallet to immediately claim 1 million free Credits; logging in via an invitation code grants an additional 300,000, stacking with the exclusive wallet login bonus for a cumulative maximum of 1.3 million, while inviters simultaneously enjoy permanent rebates on friends' recharges and subscriptions. Recharge discounts are released simultaneously, with BNB Chain channels enjoying an exclusive 1:1 equivalent quota bonus, while other multiple payment methods enjoy a 1:0.5 bonus; a single user can receive up to $100 equivalent points. On the model side, new breakthroughs continue as the "Choose Your Own Provider" lineup expands significantly this week, adding the Nebula channel and launching historic call discounts as low as 90% off; meanwhile, Alibaba's flagship Qwen model Qwen3.8-Max officially lands on the platform and is now open for limited-time free experience. Currently, the choose-your-own-provider mode fully covers global mainstream large model series such as Claude, GPT, and Gemini; combined with recharge bonuses and multiple discount tiers, it continues to deliver extreme cost-performance computing power for global developers and enterprise users. Log in now at chat.b.ai/chat to start your journey of intelligent creation.
Volcengine officially launches the Seedance 2.5 API. Compared to Seedance 2.0, the new version demonstrates significant improvements in instruction following, long-form narrative, character consistency, human likeness, lighting and texture, and audio performance, natively supports direct generation of 30-second videos and up to 50 multimodal asset references, and is compatible with over ten languages.
According to the Financial Times, as Chinese companies continue to narrow the gap with top US artificial intelligence labs, ByteDance is training an AI model whose scale may approach Anthropic's most advanced Mythos system. According to three people familiar with the matter, the Chinese tech giant is currently in the early stages of training a super-large-scale model, with a parameter count potentially reaching the 10 trillion level, approximately three times that of Moonshot AI's Kimi K3 model, the largest released model in China to date.
Odaily News, According to the official announcement, Gate's DEX infrastructure platform, Gate DexBuilder, has officially launched its first event contract Builder and initiated a $3 million funding program. It is now open to collaboration with global project teams, developers, communities, and Web3 applications to drive the development of the event contract market ecosystem.The event contract Builder aims to lower the barrier to entry for product development in this market, providing partners with integrated infrastructure services covering market creation, trading, liquidity support, settlement, and operational management. Through infrastructure services such as APIs and SDKs, partners can rapidly deploy branded event contract products without having to build underlying trading and settlement systems from scratch.Currently, the program is open for applications from brokers and integrated trading platforms, crypto wallets, Web3 applications, media and information platforms, AI Trading, AI Agent, quantitative trading platforms, as well as sports, esports, and entertainment products. Selected projects can receive up to $3 million in funding and ecosystem resources, covering product development, technical integration, liquidity building, marketing, and user growth.Jason Fung, Head of Gate DexBuilder and Head of Global Partnerships, stated that the development of the event contract market requires more application scenarios and infrastructure support. Gate DexBuilder hopes to lower the barrier to entry through the event contract Builder, helping more partners explore innovative applications in the event contract market. In the future, Gate DexBuilder will continue to open up its event contract market infrastructure capabilities, working hand-in-hand with global Builders to explore more innovative application scenarios and further promote the development of the market ecosystem.
According to official news from the decentralized stablecoin USDD, DeFi protocol Pendle has integrated PT-sUSDD into its PT Looping module. Users can complete looping operations with one click through the Pendle interface without the need for cross-platform operations. Currently, the looping APY for PT-sUSDD in the Morpho/USDT market can reach up to 20.87%. According to the introduction, the PT Looping module is based on the PT-sUSDD/USDT and PT-sUSDD/USDC markets on Morpho. This integration aims to significantly enhance capital efficiency for USDD holders, combining the fixed income and borrowing capacity of PT-sUSDD to form a robust yield portfolio. The official team reminds users to participate according to their own risk preferences.
The Moscow Exchange is preparing to launch an independent digital depository institution for crypto assets, with operations expected to commence by the end of 2026 or early 2027. The platform will not be affiliated with existing trading or national settlement depository systems and will operate as a standalone structure, with specific crypto asset accounting and custody solutions still under discussion.
Monitoring by the PPP Prediction Market Tool shows that in Polymarket's "When will the Strait of Hormuz resume normal navigation?" prediction market, a wallet with a 93% win rate (0xa52b785a5510117ac3ae03d75d029f89a36c9480) purchased positions worth $158,000 betting that navigation will not resume before August 15, with an average entry price of 98.6¢ and a total of 160,003.1 shares bought.According to US media reports, Oman has agreed to reach a framework agreement with Iran to temporarily reopen the Strait of Hormuz. However, the agreement has not yet been officially announced, and whether the US will support it still depends on the final details.Join the PPP Signal Push Community to stay ahead and seize the opportunity.
According to the latest trading data disclosed by Ark Invest, funds under Cathie Wood sold a total of 109,492 shares of Palantir (PLTR) on August 4 and 5, valued at approximately $17 million based on the latest closing price.Palantir previously reported second-quarter revenue of $1.94 billion, up 93% year-over-year, and raised its full-year guidance, driving the stock up nearly 30% in a single day after the earnings release. In addition, Cathie Wood has recently increased positions in Circle (CRCL), SpaceX (SPCX), and NVIDIA (NVDA), while reducing holdings in Shopify (SHOP) and Roblox (RBLX). (The Street)
Odaily News: Japanese Bitcoin treasury company Remixpoint has released its crypto operations performance report. As of July 31, 2026, the company's Bitcoin lending principal stood at approximately 1,501.27 BTC, with cumulative loan fees of about 12.44 BTC (approximately ¥133 million) earned from February to July. Additionally, it has staked approximately 901.45 ETH and 13,920 SOL, with total staking rewards amounting to roughly ¥28.89 million.
BIP-110 supporter Dathon Ohm stated that forced signaling for BIP-110 is expected to begin after approximately 290 blocks, equivalent to about 48 hours. At that time, miners must indicate readiness for BIP-110 through block signaling, otherwise relevant blocks may be deemed invalid and discarded. He also suggested miners and users upgrade to Bitcoin Knots nodes, and stated that continuing to run Bitcoin Core after forced signaling activates will pose security risks.
According to Reuters, Australian AI infrastructure company Firmus completed a $2 billion equity financing, pushing its post-money valuation to over $10.5 billion, nearly doubling the $5.5 billion valuation from its previous funding round in April. The round saw continued participation from NVIDIA and Coatue Management, with funds under Blackstone and Jane Street also providing support.
According to Yicai Global, Unitree Robotics released an announcement regarding its initial public offering (IPO) and listing on the STAR Market. The offering price is 150.80 yuan per share, with 40.4464 million shares issued, and the total share capital after issuance is 404.5 million shares. Unitree Robotics' initial offering market capitalization is nearly 61 billion yuan. The prospectus shows that before the issuance, Unitree Robotics founder Wang Xingxing's direct and indirect combined shareholding ratio is 33.3583%. Calculated accordingly, Wang Xingxing's net worth reaches 20.35 billion yuan.
Decentralized stablecoin USDD announces that with the launch of TRON DeFi Summer Season 2, its Summer Earn Plan launched jointly with Binance Wallet and JustLend DAO is now live. The event runs from today until October 4, 07:59 (Singapore Time), and participating users can share a total reward of $900,000. Specifically, users who complete designated deposits or subscribe to designated event vault assets via Binance Wallet can share a TRX exclusive airdrop worth $300,000; by subscribing to USDD via JustLend, in addition to enjoying the base APR, users can also participate in sharing a 600,000 USDD reward pool, with no upper limit on user participation amounts.
According to Nasdaq's Q1 2026 financial report and the Form 8-K filed with the SEC, its 23-hour trading system (23/5) has been approved by the U.S. Securities and Exchange Commission and will be officially implemented on December 6, 2026. After the new system goes live, the U.S. stock market will only be closed daily from 20:00 to 21:00 Eastern Time for system clearing and data processing, and will remain open for continuous trading during the remaining periods.
Odaily News: Bank of America reiterated its "Buy" rating on SpaceX after its earnings report, maintaining a price target of $235, roughly 87.5% above the post-earnings reference price of $125.33. Bank of America believes its bullish thesis is no longer primarily based on the rocket launch business, but rather on the AI infrastructure business.Bank of America projects SpaceX's AI business revenue will approach $24.5 billion in 2026, accounting for more than half of the company's total revenue forecast. Meanwhile, revenue contributions from the partnership with Anthropic began in May this year, while the compute collaboration with Google is expected to commence in October this year. As a result, Bank of America has raised its financial forecasts for the coming years: the 2026 revenue estimate has been raised by approximately 15% to $46.9 billion; the 2027 revenue estimate has been raised by approximately 29% to $100.7 billion; and the 2028 revenue estimate has been raised by approximately 29% to $184.8 billion.However, Bank of America also expects that as capital expenditures continue to expand, SpaceX will maintain significantly negative free cash flow in the coming years. Its projections are: -$43.6 billion in free cash flow for 2026; -$45.4 billion for 2027; and -$37.4 billion for 2028. (The Street)
According to the official announcement, Upbit will list BSB trading pairs against KRW, BTC, and USDT.
According to the official announcement, Bithumb will list the BlockStreet (BSB) KRW trading pair.
According to Reuters, citing people familiar with the matter, Alibaba plans to introduce commercial terms next week for the next-generation open-source, open-weights AI model Qwen3.8-Max, proposing to require revenue sharing from customers who sell the model as a service and reach a certain scale. The report states that Alibaba previously mainly charged for model usage hosted on its cloud platform, while most open-source models can be used for free when deployed in customers' own data centers.