News Heat Trend
Related news
Sign code merged into Panurus, with contributions from IBM Research and the Banque de France
Odaily News: Linux Foundation Decentralized Trust (LFDT) announced that Sign's code has been merged into Panurus, a project formerly known as the Hyperledger Token SDK. Panurus aims to provide an open, neutral tokenization development framework, helping institutions issue and manage digital assets across different blockchains and systems. Financial institutions and the public sector are accelerating the tokenization process. Other contributors include IBM Research, the Banque de France, and Offchain Labs.
Foundation
Foundation
Hyperledger
Sign
OpenAI Expands Cybersecurity Service Daybreak, Launches Specialized Model GPT-5.6-Cyber
According to TechCrunch, in response to the growing number of AI-driven cyber attacks, OpenAI announced this week the expansion of its cyber defense service Daybreak and the launch of a new cybersecurity-specific model, GPT-5.6-Cyber. Daybreak has added two service tiers: Blue and Red. Blue targets most enterprises, providing basic defense capabilities such as incident response, malware analysis, and patch verification; Red targets advanced users, providing security testing and vulnerability research tools. GPT-5.6-Cyber is available exclusively at this tier, with access currently limited to trusted partners such as Accenture, IBM, CrowdStrike, and Cloudflare.
Blue
Cyber
QnA3
Binance will distribute Apple (AAPL) and IBM (IBM) dividends via bStocks
According to the official announcement, Binance will distribute Apple and IBM dividends to users holding AAPLB or IBMB via bStocks. After deducting applicable withholding tax, fees, and related expenses, the dividends will be distributed in the form of corresponding bStocks stock tokens.
Apple
Binance
Cramer Announces Liquidating Bitcoin, Crypto Community Calls It "Strongest Buy Signal of 2026"
According to CoinDesk, well-known CNBC host Jim Cramer announced this week his plan to liquidate all Bitcoin holdings, citing the rapid development of quantum computing technology as a potential threat to cryptocurrency security within the next three to four years. This statement originated from his interview on July 31 with IBM Chairman and CEO Arvind Krishna, who warned that quantum computers could challenge modern cryptographic systems within that timeframe. However, the crypto community generally remains optimistic about this. Alex, a self-proclaimed Bitcoin maximalist and X user, stated bluntly: "Cramer is at it again; this is the strongest buy signal Bitcoin has received for 2026." This reaction is closely linked to Cramer's long-standing market reputation as a "contrarian indicator"—his historical prediction record is notorious: in 2017, he called Bitcoin "Monopoly money"; in 2021, BTC hit an all-time high shortly after he liquidated his holdings; in 2024, he warned of a plunge following the ETF launch, yet BTC rose to $70,000 within two months. Currently, the BTC price remains steady near $64,000, with the market showing a muted reaction to his quantum warning.
Alex
Bitcoin
CoinDesk
Jim Cramer Plans to Sell All His Bitcoin, Citing Quantum Computing Could Crack Its Security Mechanism Within About Three Years
Odaily News – Jim Cramer stated that he plans to sell all of his Bitcoin holdings. He believes quantum computing could crack Bitcoin's security mechanism within approximately three years. In a July 30 interview, IBM Chairman and CEO Arvind Krishna stated that quantum computing could pose a challenge to modern cryptography within the next three to four years. A paper published by Google Quantum AI in March of this year estimated that fewer than 500,000 physical qubits would be needed to break the relevant cryptography, roughly one-twentieth of earlier predictions. Currently, the scale of physical qubits in quantum systems remains in the hundreds to thousands, with a limited number of logical qubits offering high reliability. Researchers estimate that approximately 30% of Bitcoin's supply—between 6 million and 7 million BTC—is held in addresses where public keys have been exposed.
Bitcoin
Mechanism
Circle acquires nearly 1,000 blockchain patents from IBM, with industry questioning their defensive value and potential litigation use
Odaily News: Stablecoin issuer Circle has announced the acquisition of nearly 1,000 blockchain-related patents from IBM. Circle has characterized the acquisition as a key step in "advancing global internet-native financial infrastructure," and the company's stock rose approximately 2% following the announcement.However, analysts remain cautious about the acquisition. IBM's own blockchain business has largely been deemed a failure, with its patent portfolio reflecting patent filing strategies more than genuine technological innovation. There are concerns that Circle may use these patents to file lawsuits against competitors, charge patent licensing fees, or pressure startups, and it is also possible that Circle could transfer them to patent trolls for extortionate enforcement. (Fortune)
Circle
IBM Report: AI Cyberattacks Surge 56% Year-Over-Year, One-Quarter of Malicious Intrusion Incidents Facilitated by AI
According to Yonhap News, IBM released the "2026 Cost of a Data Breach Report" on July 30. The report indicates that 25% of global malicious cyber infringement incidents were executed with the assistance of AI, representing a 56% increase compared to the previous year. Primary attack methods include deepfake impersonation and AI-driven malicious code. The average loss from AI-related infringement incidents reached $6 million, approximately $1 million higher than the average loss of all incidents, which stood at $4.99 million. Notably, 62% of AI attacks are concentrated in the critical infrastructure sector. The average loss for the financial services industry is $6.3 million, while for the energy industry, it is $5.2 million. On the defense side, enterprises that actively implement AI and automated security operations can save approximately $2 million in losses on average. 85% of enterprises stated they plan to increase security investment to address new-generation AI threats.
Surge
Surge
Surge
Surge
Circle Acquires IBM Blockchain Patent Portfolio, Strengthening On-Chain Financial Infrastructure Layout
Circle announces the acquisition of IBM's blockchain patent portfolio, with relevant assets covering more than 680 patent families and nearly 1,000 granted patents, spanning fields such as underlying blockchain technology, banking, financial services, insurance, enterprise infrastructure, supply chain verification, and secure cloud operations.
Chain
Circle
Jensen Huang's First X Post: Over 20 Institutions Including NVIDIA Sign Joint Letter Supporting Open-Weight AI Models
NVIDIA CEO Jensen Huang has published his first post on X, sharing an open letter titled "Open Weight and American AI Leadership," jointly signed by more than 20 technology companies and institutions, including NVIDIA.The open letter argues that open-weight models can expand economic access to AI, enhance market competition, and grant users more control. Signatories include Meta, Microsoft, Andreessen Horowitz, Hugging Face, IBM, Mistral AI, Palantir, Perplexity, Mozilla, Y Combinator, among others.The letter states that while open-weight models carry risks, they should not be restricted through bans. Instead, openness should be leveraged to advance AI safety and cybersecurity capabilities. Huang noted: "The world needs cutting-edge closed-source models, and it also needs cutting-edge open models."
Joint
NVIDIA
Open
Sign
Multiple Key Events for Semiconductor Stocks in the Next Two Weeks, AI Capital Expenditure in Focus
Paradis Labs stated on platform X that it is currently difficult to determine whether semiconductor stocks have bottomed out. Most AI infrastructure-related stocks rose on the day, with SIVE, AEHR, and IQE gaining over 20%, and SNDK, MU, and AAOI rising over 10%.Paradis Labs noted that regardless of today's returns, gaining more clarity over the coming weeks will be more important: On July 22, GOOGL will release its Q2 earnings, which will serve as the first formal indicator of annual capital expenditure for approximately $750 billion in hyperscale cloud providers; On July 22-23, AMD will hold the Advancing AI event, where wafer foundry loading, advanced packaging, and laser-type demand roadmaps through 2027 can be observed; On July 23, INTC will report Q2 earnings, with 18A yield and foundry commitments potentially being major variables, while also providing insights into U.S. domestic manufacturing and packaging momentum; On July 23, IBM will report Q2 earnings, and with its market cap already down ~25%, the market's reaction to any guidance shortfall is worth watching; On July 24, 10% global tariffs expire, and new tariffs are expected to be imposed on dozens of countries, which could act as a stagflationary factor and influence the Fed's rate hike narrative; On July 27, Kimi K3's complete weights will be released; On July 28-29, the FOMC meeting will convene, with experts and Polymarket expecting rates to remain unchanged. It is noteworthy that a rate hike or a signal of a rate hike would represent the first true institutional shift for the AI trade; On July 29-30, META, MSFT, and AMZN will report earnings, providing more capital expenditure data; On July 30, the U.S. will release June core PCE.Paradis Labs also indicated that a ceasefire between the U.S. and Iran could be reached at any time. A 10-day proposal is currently on the table, while attacks continue. A formally confirmed ceasefire would be beneficial for oil prices and bullish for semiconductor stocks. The above is a high-level timeline of the key upcoming events, all of which will impact semiconductor stocks to varying degrees. When hyperscale cloud providers report earnings, AI capital expenditure will be the most important factor.
Cometa
Focus
June
Key
Meta Pool
MetaDAO
Binance will add 10 new bStocks as collateral
According to the official announcement, Binance will add 10 bStocks tokens as eligible collateral in Cross Leverage, Portfolio Margin, and Portfolio Margin Pro on July 15, 2026 at 13:30 (UTC), including AppliedOptoelectronics (AAOIB), Arm (ARMB), Broadcom (AVGOB), Alibaba (BABAB), Robinhood (HOODB), IBM (IBMB), MarvellTechnology (MRVLB), Nokia (NOKB), RocketLab (RKLBB), and TSMC (TSMB). Relevant bStocks trading pairs will also support margin trading. This feature is only available to VIP3 and above users and does not support borrowing.
Binance
Relevant
Robinhood
VIP3
Binance to Add 10 bStocks as Collateral
according to the official announcement, Binance will add 10 bStocks tokens as eligible collateral in Cross Margin, Portfolio Margin, and Portfolio Margin Pro starting July 15, 2026, at 13:30 (UTC). The tokens include AppliedOptoelectronics (AAOIB), Arm (ARMB), Broadcom (AVGOB), Alibaba (BABAB), Robinhood (HOODB), IBM (IBMB), MarvellTechnology (MRVLB), Nokia (NOKB), RocketLab (RKLBB), and TSMC (TSMB). Related bStocks trading pairs will also support margin trading. This feature is only available to VIP3 and above users, and borrowing is not supported.
Binance
Robinhood
VIP3
JPMorgan: Software Profits Are Shifting from Model Layer to Infrastructure
According to TechFlow Research, a July 13 report from JPMorgan pointed out that Starbucks building its own AI tools to replace Microsoft and IBM software, Microsoft using its self-developed MAI to replace OpenAI and Anthropic models, and Meta developing cloud business to sell AI compute collectively illustrate a trend: the software profit pool is shifting downstream from the model layer. DigitalOcean's Q2 remaining performance obligations exceeded $800 million, a 10-fold year-over-year increase, with AI inference already accounting for a significant portion; over half of Cloudflare's requests originate from AI agents, and it launched a crawler paywall to open new revenue sources. Morgan Stanley believes model providers face pressure of being replaced, infrastructure layer demand remains strong but the structure is changing, enterprise customers' bargaining power is rising, and investment logic needs to shift from "model as winner" to "infrastructure and intermediary layers".
Shezhea NET
摩根大通
Goldman Sachs: IT Services 2Q Guidance Moves Towards Midpoint, IBM Becomes Relative Beneficiary
According to TechFlow Research, Goldman Sachs' July 10 IT Services sector 2Q preview indicated that macro uncertainty has affected client decision-making since April-May, and companies are expected to lower guidance ceilings and anchor to the midpoint. IBM is the sector's only Buy rating (target price $335); software resilience coupled with enterprise AI demand makes it a relative beneficiary, with expected 2Q revenue of $17.86 billion, full-year $71.3 billion, and growth rate of 5.2%. EPAM faces greater downside risk (Neutral, target price $110), with full-year organic growth guidance potentially narrowing from 2.5%-5.0% to 2.5%-4.0%. Cognizant, Globant, and TaskUs all maintain Neutral.
Neutral
Relative
Post-quantum cryptography security company QIZ Security completes $17 million seed funding round
According to PR Newswire, post-quantum cryptography (PQC) management platform QIZ Security announced the completion of a $17 million seed funding round, led by Bessemer Venture Partners and Merlin Ventures, with participation from Evolution Equity Partners, Qbeat Ventures, Singtel Innov8, and Qino Cyber Capital. The funding will be used to accelerate product development and market expansion. QIZ's core capabilities lie in providing enterprises with continuous crypto asset discovery, risk modeling, and remediation governance, helping organizations complete the migration to quantum-safe architecture before "Q-Day" (the point in time when quantum computers are expected to possess the capability to break existing encryption systems, anticipated around 2029) arrives. Currently, QIZ has established strategic partnerships with Cisco, AWS, Google, CrowdStrike, Deloitte, EY, and IBM, among others, with services covering the finance, telecommunications, healthcare, and critical infrastructure sectors. The company was co-founded by cybersecurity industry veterans Ben Volkow, Lenny Ridel, and former head of Deloitte's Global Quantum Cybersecurity team, Dr. Itan Barmes.
Agentwood Studios
Cyber
Merlin
Bitget has listed spot tokens for 45 stocks including IBM, Goldman Sachs, and Citigroup
According to the official announcement, Bitget has listed a total of 45 US stock and popular ETF spot tokens, including rIBM, rGS, rC (Citigroup), rAXP (American Express), and rJNJ (Johnson & Johnson). These cover multiple popular sectors such as cloud services and cybersecurity, fintech and new consumption, semiconductors, and commodity ETFs. For more details, please refer to the Bitget official platform.
Bitget
Bybit Launches IBM, Nokia, and Applied Materials Perpetual Contracts Today
Bybit has launched perpetual contracts for IBM (IBMUSDT), Nokia (NOKIAUSDT), and Applied Materials (AMATUSDT) today, offering up to 10x leverage. These contracts span three key tech sub-sectors: enterprise IT infrastructure, telecommunications equipment, and semiconductor equipment. Limited-time trading fee discounts are available upon listing: 0% fees for limit orders and 50% off fees for market orders.
Bybit
Binance to List Perpetual Contracts for Six U.S. Stocks Denominated in USDT: DELL, IBM, NOW, CRM, IREN, and ONDS
According to the official announcement, Binance Futures will launch six U.S. equity USDⓈ-margined perpetual contracts in batches on June 3, 2026, with underlying assets being Dell Technologies (DELLUSDT), IBM (IBMUSDT), ServiceNow (NOWUSDT), Salesforce (CRMUSDT), IREN Limited (IRENUSDT), and Ondas (ONDSUSDT). The launch window is from 09:00 to 09:25 (Beijing Time). Each contract offers a maximum leverage of 20x, supports 24/7 trading, and features funding rate settlements every eight hours, capped at ±2.00%.
Binance
ChangeNOW
June
NOWChain
Tether
IBM plans to invest $10 billion in quantum computing over the next five years, with its stock price currently at $322.9
IBM News posted on X, stating that IBM has announced plans to invest $10 billion in quantum computing over the next five years, covering research and development, capital expenditure, manufacturing scale, ecosystem collaboration, and mergers and acquisitions. This investment aims to accelerate IBM's quantum roadmap and solidify its U.S.-based leadership position in the quantum field.According to MSX.COM data, IBM's stock price is currently at $322.9, with a 24-hour increase of 0.77%.
based
Comput3 AI
IBM rises over 11% in pre-market trading; Bitget simultaneously lists 13 stock contracts including IBM and RTX
: Market data shows that IBM's stock price continues to rise, currently up over 11% in pre-market trading. To meet market trading demand, Bitget stock contracts have now listed 13 underlying assets, including IBM (International Business Machines Corporation), RTX (Raytheon Technologies), RCAT (Red Cat Holdings), AXON (Axon Enterprise), and NOW (ServiceNow). These cover popular sectors such as enterprise cloud services, aerospace and defense. The aforementioned contracts support up to 20x leverage.
Bitget
ChangeNOW
Market
NOWChain
RateX