Micron Technology experienced a significant increase of over 15% on May 8. According to PANews, the company is transitioning from a traditional cyclical storage firm to a key player in AI computing infrastructure.

The market has factored in expectations that the Federal Reserve will extend its pause on interest rate hikes, with no rate cuts anticipated until December 2027. According to Odaily, this outlook reflects current market sentiment.

In the past 24 hours, the cryptocurrency market witnessed liquidations totaling $202 million, according to Coinglass data. ChainCatcher reports that long positions accounted for $49.065 million of the liquidations, while short positions amounted to $153 million. Bitcoin long positions saw liquidations of $8.4413 million, and short positions experienced $19.4846 million in liquidations. Ethereum long positions faced $7.6126 million in liquidations, with short positions reaching $17.5792 million. Additionally, 81,778 traders were liquidated globally during this period. The largest single liquidation occurred on Hyperliquid's SOL-USD pair, valued at $4.6826 million.

ByteDance has raised its planned expenditure on AI infrastructure by 25% for this year, bringing the total to 200 billion RMB. According to NS3.AI, this decision is driven by escalating memory chip prices and ByteDance's accelerated efforts in the artificial intelligence sector.

Bank of America has abandoned its forecast for Federal Reserve interest rate cuts in 2026, now projecting that the Fed will hold rates unchanged through the rest of this year and into the second half of 2027. The shift marks a significant reversal for one of Wall Street's most closely watched research teams and adds to growing market consensus that the rate cut cycle has been pushed further out than previously expected.What changedBank of America Global Research had previously forecast two rate cuts in 2026 — one in September and one in October. That view was built on the expectation that Kevin Warsh, expected to succeed Jerome Powell as Fed chairman, would steer policymakers toward easing. The bank has now walked that forecast back entirely.In a note to clients, Bank of America economists stated plainly: "We no longer expect the Federal Reserve to cut interest rates this year." The reversal was driven by a combination of persistently high inflation, stronger-than-expected job growth, and a more complex macro environment than the bank had anticipated when its previous forecast was made.Three forces pushing rates higher for longerBank of America economists pointed to three overlapping shocks making the Fed's path unusually difficult to predict. Ongoing tensions stemming from the Iran conflict are keeping energy prices elevated and adding geopolitical uncertainty to an already complicated inflation picture. Tariff pressures continue to feed into goods prices, complicating the Fed's ability to declare inflation sustainably under control. And the rapid rise of artificial intelligence is reshaping productivity, labor demand, and investment flows in ways that make traditional economic modeling less reliable as a forecasting tool.Together, the bank said, these forces have made the timing of any future rate adjustment harder to call with confidence — prompting a more conservative baseline that assumes rates stay where they are until the data resolves those uncertainties.The FOMC split: largest disagreement since 1992Adding institutional weight to the hold-for-longer view is the state of disagreement inside the Federal Reserve itself. At the most recent FOMC meeting in April 2026, the committee voted 8-4 on its rate decision — the largest internal split since 1992. When Fed policymakers are this divided, history suggests the path of least resistance is inaction. A deeply split committee is less likely to build the consensus needed to move rates in either direction, effectively creating institutional momentum behind the status quo.Bank of America's economists flagged this dynamic explicitly, noting that the difficulty of reaching consensus on rate adjustments has increased simultaneously with the macro uncertainty — a combination that points toward a prolonged pause rather than a pivot.What it means for marketsThe revision carries meaningful implications across asset classes. Equity valuations built on expectations of cheaper borrowing costs will need to be reassessed. Bond markets may reprice the yield curve if other major banks follow Bank of America's lead and push out their own cut timelines. For crypto, which has benefited from growing risk appetite in recent months, a sustained high-rate environment could dampen the speculative sentiment that has supported Bitcoin and altcoin prices since April.The Fed's next move — whenever it comes — now appears firmly dependent on a sustained shift in inflation and employment data that, on Bank of America's current read, is unlikely to arrive before the second half of 2027.

A single social media post from Binance sent two Solana-based meme coins sharply higher on May 9, 2026, demonstrating once again how much market-moving power the world's largest crypto exchange holds — even when it isn't trying to move markets. Binance posted a meme image captioned "aura maxxxxing" on its social media accounts on the morning of May 9. The post was not a listing announcement or a product update — it was a meme. Within hours, two Solana-based tokens sharing the post's keywords, Aura and Maxxing, saw explosive intraday price increases that continued into the afternoon. Aura: 350% gain, $40 million market cap peak Aura was the bigger mover. Its market capitalization hit an intraday high of $40 million, representing a gain of over 350% from where it started the day. At the time of writing it was trading at a market cap of $39 million, with daily trading volume of $7.9 million — a figure that points to sustained speculative activity rather than a single spike and reversal. Maxxing: nearly 100% gain, $77 million market cap peak Maxxing reached a higher absolute peak, with its market capitalization hitting $77 million at its intraday high — a gain of nearly 100%. However, it pulled back more sharply than Aura, trading at a market cap of $6.1 million with $2.5 million in daily volume at the time of writing. The gap between its peak and current valuation underscores how quickly sentiment-driven moves can reverse in meme coin markets.

国家インターネット情報弁公室、国家発展改革委員会、工業情報化部は先日、共同で『スマートエンティティの規範的応用と革新的発展に関する実施意見』を公布した。

On May 9, a whale identified as 0xDeB0 acquired 143,674 HYPE tokens, valued at $6.26 million. According to BlockBeats On-chain Detection, this transaction occurred within the last 12 hours. The purchase highlights the ongoing activity and interest in HYPE tokens within the cryptocurrency market.

Iran's Islamic Parliament is set to hold its first meeting since the outbreak of conflict on October 10, according to Odaily. The session will be conducted via video conference. A spokesperson for the Iranian Parliament's presidium stated that the meeting will focus on issues such as inflation.

A trader on the Polymarket platform, identified by the address 0xc6dd...89F, has achieved a notable profit by accurately predicting the outcome of the Russia-Ukraine ceasefire event, according to ChainCatcher. The trader earned $34,000 in a single day, marking the best performance in recent times. Known for a high success rate, this 'fundamental-type' trader has a historical win rate of 70.4% and has accumulated profits of approximately $78,800. The substantial profit was primarily due to the trader's correct judgment on the event 'Russia and Ukraine ceasefire by June 30, 2026,' which concluded with a 'YES' result. This prediction led to a trading volume exceeding $1 million in a single day and secured the largest single-day profit recently. The trader has completed 2,526 transactions to date, with the maximum historical drawdown controlled at around $14,000.

SOLANA、ETH、ETH対Solana：真の勝者はどちらか？あるデータが示す残酷な真実　金色財経、コイン価格は下落しているが、データは上昇している。

AI業界には投資する価値のある分野が山ほどあるのだから、競争優位性のない分野に賭ける必要はない。

ビットコインを単に米ドル建てで評価するだけでは、より大きな全体像が見えにくくなってしまいます。ビットコインは、急速に拡大している世界の富の市場において、その地位を確立しようとしているのです。

インテル、人工知能、アップル、半導体、イーロン・マスク、株価が1年で3倍に　陳立武氏がインテルを「リセット」、アップル向けに「米国製チップ」を開発　金色財経、資本魔術。

カンブリア紀は半導体株の中でも非常にユニークな存在だ。同社はどのような事業を展開しているのか？そして、今後どのような方向へ向かうのだろうか？

AI時代の核心的な課題は、技術の恩恵が少数のイノベーターに集中するのではなく、広く共有されるようにすることにある。

OPCは、AI時代における組織形態の変革を象徴する存在である。それは、単なる法的な革新でもなければ、完全な技術的変革でもない。むしろ、技術、経済、社会の力が相まって推進される「最小の起業単位」の再定義なのである。

マスクとOpenAIのこの確執の根源は、決して金銭の問題ではなく、「未来を誰が定義するのか」という信念の対立にある。

この報告書が示唆する内容は極めて複雑だ。「予想を上回る成長」という朗報がある一方で、多くの懸念材料も潜んでおり、FRBが現状維持の姿勢を続ける根拠ともなっている……