Lululemon said mainland China net revenue rose 4% year on year in the second quarter of fiscal 2026, but fell 2% at constant currency and comparable sales dropped 8% at constant currency, according to Jiemian News. Interim co-chief executive and chief financial officer Meghan Frank said Q2 revenue came in below expectations, with the shortfall driven mainly by mainland China, where the company had previously forecast mid- to high-teens sales growth for the quarter and about 20% full-year growth. The company said new and expanded stores and other channels in mainland China added revenue during the quarter, but weaker comparable sales offset part of that contribution. Jiemian News reported that analysts have questioned whether lululemon should slow new store openings in China and the US until sales stabilize, while Frank said the company is taking a “very prudent” approach and will reassess store plans against current operating trends. The slowdown follows years of rapid expansion in China. Lululemon opened its first three mainland stores in 2016, and its mainland store network grew from 99 locations at the end of fiscal 2022 to 172 in fiscal 2025. Revenue rose from US$577 million in fiscal 2022 to US$1.76 billion last year, when mainland China accounted for about 16% of group revenue. From fiscal 2021 to 2025, annual mainland China revenue growth ranged from 29% to more than 80%. Management said some new products have received positive feedback, but performance after launch has been inconsistent. Sales of the core yoga leggings category fell about 20% in the second quarter. Jiemian News also cited weaker enthusiasm for some new releases, while competition in China is increasing from brands such as Alo and domestic label MAIA ACTIVE.

Strive added 469 BTC in its latest purchase for $36.6 million, bringing its total holdings to 25,000 BTC worth roughly $1.95 billion at current prices. According to NS3.AI, CEO Matt Cole said all capital raised during the week came from SATA sales. Cole also said Strive could potentially reach second place among public bitcoin holders by year-end, though that is not his base case.

According to CNBC, U.S. oil prices are back above $100 per barrel, pushing gasoline prices to multi-month highs, and traders on Kalshi expect Americans will face fresh highs at the pump this year. Gas prices peaked at $4.56 per gallon on May 21, according to AAA's national average, and Kalshi traders assign a 71% chance that the average will top $4.60 in 2026. They also put 57% odds on prices rising above $4.80 a gallon and just over a 40% chance of a move above $5.00, while U.S. gas prices last reached a record of just over $5 per gallon in June 2022. Kalshi contracts ask traders whether gas prices will cross specific price levels and are settled using AAA's data. On Monday, Western Texas Intermediate crude futures rose 3.5% to more than $103 per barrel as tensions between the U.S. and Iran escalated and raised doubts about the Strait of Hormuz, a key route for global oil supply. Traders on Kalshi also assign 50-50 odds that gas prices will be above $4.25 per gallon on election day, Nov. 3.

According to Wallstreetcn, ship-tracking data showed that daily vessel traffic through the Strait of Hormuz was in the single digits on both days last weekend, below the 14-ship daily average over the past 10 days; on July 14, four vessels, including energy-carrying ships, sailed out of the strait, while 10 cargo ships entered it.

Market sources say Pinterest is working with Nvidia to build a new artificial intelligence layer. According to ChainCatcher, no further details were provided about the scope or timing of the collaboration.

According to Nikkei Asia, Korean Air, South Korea's top carrier, will begin offering free in-flight Wi-Fi powered by SpaceX's Starlink on some flights starting Tuesday. The airline announced the service launch.

Nancy Tengler, chief executive officer and chief investment officer of Laffer Tengler, said the latest sell-off in AI stocks is more of a "hiccup" than a collapse, according to Bloomberg. She said the AI buildout remains a once-in-a-generation opportunity and discussed where winners could emerge and when investors should start buying.

European Central Bank President Christine Lagarde said Europe cannot simply buy AI technologies from the US and must build parts independently or risk becoming vulnerable, according to Bloomberg.

いずれも買い戻し型トークンであるにもかかわらず、市場がPONSに付与したバリュエーションはPER0.9倍にとどまる一方、HYPEは29倍という評価を得ている。この急勾配なバリュエーション曲線の背景には、キャッシュフローの確実性と「実証度」に基づく価格決定の論理がある。

イーロン・マスクはX上でアモデイ氏の立場を支持し、「ダリオは正しい」とだけ記した。

ウルトラマンは、OpenAIが2026年の上場計画を断念したと発表した。売上高130億、純損失385億という「キャッシュホール」の背後には、企業価値評価、規制、そして計算能力を巡る三つの駆け引きが潜んでいる。

無利子転換社債、プレミアム付き転換——智譜が再び50億ドルを調達。資金が底なしの穴のように消え続ける中、同社は独自の学習モデルに新たな成長ストーリーを賭けているが、資本市場はこれを受け入れるだろうか？

48時間で4件の投稿を立て続けに投稿し、マスク氏は珍しくAGIに対する警戒感を露わにし、AIの暴走は核兵器よりも恐ろしいと明言した。しかしその一方で、彼のxAIは依然としてトレーニングと計算能力の拡大を全速力で進めている。

Robinhood Chainはすでに高い取引高と収益を上げており、トークン化された株式、Launchpad、DEXのエコシステムが急速に形成されつつあるが、一般個人ユーザーによる真の恩恵はまだ現れていない。

AIが次々と数学の難問を解き明かし、タオ・ジェシュアンやストロガッツら数学者たちは、「人間の理解能力を失う」という瀬戸際に直面している。

本稿では、事件調査員の視点から、仮想通貨を用いたマネーロンダリング分野における洗浄手法、資金の種類、資金がもたらす脅威について簡潔に紹介する。これは、各国の研究者が中国語圏のマネーロンダリングネットワークに関する情報をより効果的に収集できるよう支援することを目的としている。

月曜日の取引開始早々、市場は厳しい出だしとなった。ビットコインは一時7万7000ドルを割り込み、7万6000ドル台まで下落した。市場の重しとなっているのは、今週水曜日に開催される政策金利決定会合だ。

「貧乏を楽しめ」という皮肉はもはや過去のものとなった。本記事では、暗号資産を3つのカテゴリーに分類してその全体像を描き出す。すなわち、キャッシュフローを重視する暗号資産ビジネス、コンセンサスに基づく誠実なミーム、そして単なる「空気」に過ぎない投機的な市場である。さらに、長期保有と短期的な駆け引きという運用フレームワークを提示する。