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Monday2026/0608
05-25

Micron's AI Memory Supercycle: HBM Shortage Drives Growth

Imagine turning $1,000 into nearly half a million dollars. That’s what happened to investors who bought Micron Technology (MU) at the exact intraday low of $1.59 on Nov. 21, 2008. More recently, a second dramatic opportunity emerged: Micron dipped to $90.93 in spring 2025 and then rocketed to an all...

Wells Fargo Cuts Amazon 2026 Price Target by $1 Amid AWS and Chip Growth

Wells Fargo shaved its 2026 price target for Amazon by just $1 — from $313 to $312 — while keeping an Overweight rating, underscoring a broader Wall Street view that still favors the stock. The street consensus sits at roughly $312.66 for 2026, with analyst forecasts ranging from $230 up to $370. W...

Micron's Valuation Gap Amid AI Memory Shortage Sparks Crypto Compute Market Speculation

Micron’s share price is sending mixed signals, and the numbers behind it make the disconnect hard to ignore. At market close on May 22, Micron (MU) traded at $751, translating to a price-to-earnings ratio of about 35.5. Yet the consensus Wall Street price target from 39 analysts sits at $518.47—imp...

Bank of America Shifts Crypto Exposure to Bitcoin ETFs, Ethereum and Solana Lose Ground

Bank of America is quietly reallocating its crypto bets — and Ethereum is losing ground. New SEC 13F filings for the first quarter show the banking giant sharply ramped up exposure to Bitcoin-linked products while trimming positions tied to Ethereum and Solana. The move underscores a broader instit...

Tether and Georgia Launch GEL₮, the Official Stablecoin of Georgia

Tether and the Government of Georgia have announced GEL₮, the official stablecoin of Georgia, putting the Georgian Lari directly on digital asset market. The announcement on May 25, 2026 marks one of the first joint efforts between a national government and a stablecoin issuer to put a fiat currency...

Vitalik Buterin Outlines Ethereum Foundation's Shift to Long-Term Stability

Key Insights:Vitalik Buterin says the Ethereum Foundation will focus more on long-term stability and less on broad expansion.The Ethereum Foundation plans to reduce ETH sales and preserve more of its holdings for future needs.Market traders are watching Ethereum closely as discussions around strong ...

Morgan Stanley Forecasts $800B AI-Related Spending by 2026, Raising Inflation Concerns

Here’s something economists don’t see every day: companies spending more money precisely when things get more expensive. Morgan Stanley’s Andrew Sheets, the firm’s Global Head of Fixed Income Research, laid out the case in a May 11 podcast that AI infrastructure spending is fundamentally rewriting h...

S&P 500 Earnings Growth Hits 2021 High, Driven by Magnificent Seven

The S&P 500 just posted its best earnings growth in over three years. Blended earnings per share grew between 27.1% and 28.4% year-over-year in Q1, the strongest performance since Q4 2021, when the index clocked 32% growth.The Magnificent Seven, that now-familiar group of Alphabet, Amazon, Apple...

Google Research Paper Calls for LLMs to Better Express Uncertainty

Google Research wants AI to start saying “I’m not sure” more often. A paper from the company’s researchers argues that large language models should hedge their answers when internal confidence is low, rather than delivering every response with the unearned swagger of someone who definitely did not j...

Ethereum Foundation's Kohaku Initiative Launches SDK for Wallet-Level Privacy

The Ethereum Foundation's Kohaku Initiative announced the release of its SDK for integrating privacy protocols into Ethereum wallets without intermediaries. The team achieved a major milestone with v0.0.1-alpha.21 of the kohaku-eth/railgun integration, which now features operational 4337 mempool rel...

Ledger Reveals AI Wallet Security Roadmap for 2026

CoinDesk reports:As AI simultaneously enhances both defense and attack efficiency, crypto wallets are facing a more complex security environment. Ledger’s newly disclosed roadmap focuses on two key priorities: using AI to proactively identify risks, while keeping final authorization firmly in users’...

Perplexity open-sources security tool Bumblebee to scan developer systems

CoinDesk reports:Perplexity has open-sourced a security tool called Bumblebee, designed to scan developers' computers for compromised packages, malicious browser extensions, and AI tool connector configurations. It features a design that avoids executing the programs under inspection, instead direct...

Fed to Keep Rates Unchanged in June, Hike Probability at 9.6% in July

ChainCatcher report, according to CNBC, CME's "FedWatch" tool shows a 99.9% probability that the Fed will hold rates steady by June, with a 0.1% probability of a cumulative 25-basis-point cut. By July, the probability of holding rates steady is 90.3%, a cumulative 25-basis-point hike is 9.6%, and a ...

HYPE Surges Past $65 as Whale Garrett Jin Amasses $11.5M via TWAP

HYPE has ripped past its prior all-time high and briefly touched $65 in a blistering breakout that’s caught the wider market’s eye — particularly because of who’s been quietly accumulating into the move. Hyperliquid data shows prominent trader Garrett Jin — the same whale who famously put on a $735...

Lehman Revives EIP-8182 to Add Protocol-Level Privacy to Ethereum

Tom Lehman, co‑founder of Layer‑2 network Facet, is reviving a push to bake privacy directly into Ethereum’s protocol with EIP‑8182 — a proposal he wants included in the upcoming Hegota upgrade. Why it matters - Today’s privacy tools on Ethereum are fragmented: multiple “shielded pools” compete for...

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