Market Pulse | Apr 30, 2026 – Key Overnight Developments (24H Recap) 1️⃣ Amazon CEO said its chip division could be worth $50B as a standalone business, with Trainium Gen4 fully booked. 2️⃣ Kite mainnet officially launched, introducing a Payments Layer designed for the agent economy. 3️⃣ Galaxy Digital reported a $216M net loss in Q1, while its stock still rose 5% against the trend. 4️⃣ SoFi Q1 earnings: officially launched SoFiUSD stablecoin minting, with $1.1B in net revenue. 5️⃣ The U.S. Securities and Exchange Commission (SEC) approved Nasdaq ISE to raise position and exercise limits for IBIT options to 1 million contracts. 6️⃣ Open-source editor Zed 1.0 released, rebuilt from scratch using Rust + GPU rendering, abandoning Electron. 7️⃣ Nvidia open-sourced its Cosmos-Reason2 (32B) physical AI inference model. 8️⃣ MARA will acquire Long Ridge, a natural gas power plant operator, for $1.5B. 9️⃣ ArbMe launched a Chrome plugin for Solana Axiom trading cashback, enabling users to earn SOL rebates. 🔟 A company linked to Donald Trump, AI Financial, acquired Block Street for $43M.