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08-05
JPMorgan: Buyer Expectations for 9 Semiconductor Stocks Exceed Guidance
According to Chaoxiang Research’s buy-side survey conducted by J.P. Morgan on August 3, most buy-side analysts expect results above company guidance across nine semiconductor and hardware companies. For ON Semiconductor (ON), the buy-side consensus for Q2 revenue was $1.61 billion (guidance: $1.59 b
SBF’s 25-Year Sentence Upheld by Appeals Court; Supreme Court Remains the Final Option
According to BeInCrypto, the U.S. Court of Appeals for the Second Circuit formally issued the enforcement order in the SBF case on August 4, marking the official conclusion of Sam Bankman-Fried’s second-round appeal. The one-page order affirmed the original judgment without adding any new reasoning,
Analyst: OpenAI and Anthropic May Account for Over 70% of AI Revenue Among the Top 3 Cloud Providers
ChainCatcher report: According to tech analyst Ed Zitron, citing estimates from Barclays, UBS, and Wells Fargo, the compute spending from OpenAI and Anthropic may account for more than 70% of the AI revenue generated by the three major cloud providers—Microsoft, Google, and Amazon. Specifically, Bar
Strategy-Linked Wallet Sells 1,030 BTC Worth $66.14M
According to on-chain analytics platform Lookonchain (@lookonchain), a wallet associated with Michael Saylor’s Strategy transferred another 1,030 BTC two hours ago, valued at approximately $661.4 million. Previously, over the past week, Strategy sold 1,638 BTC, cashing out around $1.024 billion. Str
US SOL Spot ETF records $1.0044M net inflow on August 4
Odaily Planet Daily reports, according to SoSoValue data, the total net inflow for SOL spot ETFs yesterday (August 4, Eastern Time) was $1.0044 million.Yesterday, only the Morgan Stanley Solana Trust (MSOL) saw net inflows, with a single-day net inflow of $1.0044 million, bringing its total historic
MicroStrategy transfers 276.65 BTC, worth $17.72M, to new wallets
Odaily Planet Daily reports, according to Onchain Lens monitoring, the MicroStrategy wallet transferred 276.65 BTC to two newly created addresses, valued at approximately $17.72 million. Of this, 200.19 BTC was sent to one new address, valued at approximately $12.83 million, and 76.46 BTC was sent t
SBF’s 25-Year Sentence Upheld by U.S. Court of Appeals
ChainThink reports that on August 5, the U.S. Second Circuit Court officially concluded the appeal process for Sam Bankman-Fried.Previously, the court unanimously denied his request for a new trial in June. SBF’s conviction on seven charges related to the FTX fraud case, along with his 25-year priso
Cardone Capital Adds 350 BTC, ETH Strategy Increases ETH Holdings to 6,920; Ruihe Shuzhi Earns 32.73 BTC Through Cloud Mining
Cardone Capital increased its holdings by 350 BTC, ETH Strategy added 2,520 ETH, and Ruihe Digital Cloud Mining received 32.73 BTC.ME News report: On August 5, 2026 (UTC+8), according to comprehensive disclosures from BBX Crypto-Related Stock Information, global crypto assets and traditional enterpr
Robinhood diversifies revenue amid crypto slump, Coinbase relies on trading cycles
According to The Block, Robinhood’s cryptocurrency trading revenue declined to $100 million, a 37.5% year-over-year decrease, accounting for 13% of total trading revenue. However, total trading revenue reached $776 million, matching the record set in Q4 2025. Robinhood’s options revenue hit a record
U.S. markets reach new highs as hopes for the strait's reopening rise, and chip stocks rally.
Article by: Tide ResearchThe S&P 500 and Dow Jones both hit new all-time closing highs, while the Nasdaq rose 2.59%. The primary driver behind the market rally was expectations of the Strait of Hormuz reopening, as U.S. Treasury Secretary Bessent and Secretary of State Rubio both signaled that negot
SpaceX CFO Reveals $6.7 Billion in Cloud Service Contracts Signed in Q3, Targeting $1 Trillion in Annual Recurring Revenue by Year-End
Odaily Planet Daily report: SpaceX CFO Bret Johnsen disclosed during this morning’s earnings call: “In the first few weeks of the third quarter, we secured an additional $6.7 billion in cloud services contract revenue (over a six-month period, rolling out starting this October). We believe that, inc
Fed officials signal potential for further rate hikes amid persistent inflation concerns
BlockBeats report, on August 5, concerns over inflation risks intensified within the Federal Reserve, as Kansas City Fed President Jeffrey Schmid and Philadelphia Fed President Anna Paulson successively signaled a hawkish stance, suggesting that further monetary tightening may be necessary if inflat
DeepSeek Resumes $50 Billion Valuation Round, Aiming to Raise $5 Billion
ChainThink reports that on August 5, according to Jin10, several industry insiders revealed that the large model company DeepSeek has restarted its Series B funding round, aiming to raise RMB 50 billion with a pre-money valuation of approximately RMB 500 billion, with signing expected to be complete
Blockchain Game Studio Proof of Play Announces Closure and Open-Sources All Code and Assets
According to an official announcement, Proof of Play, a blockchain gaming studio backed by a16z, has officially ceased operations, stating that it was unable to develop a sustainable business model to validate the core argument that blockchain gaming drives the decentralized internet. The company ha
US AI Data Center Protests Escalate; Over 37 Arrested This Year
According to Decrypt, protests against AI data centers have continued to expand across the United States this year, with at least 37 people arrested in connection with these demonstrations. Protesters have primarily focused on issues such as the data centers’ high energy consumption, water usage, en
