According to Axios, Darline Graham, who has President Donald Trump's endorsement and is serving as a temporary replacement after the death of her brother, Sen. Lindsey Graham, faces an uphill battle to win a full six-year Senate term in South Carolina. The state's Aug. 11 Republican primary has become a test of whether Trump's backing, the Graham name, and her brother's political network are enough to overcome concerns from GOP operatives and early polls showing her trailing rivals Rep. Ralph Norman and Rep. Russell Fry. Republicans cited three obstacles: Lindsey Graham's mixed standing with South Carolina conservatives, Darline Graham's low profile and limited political identity, and the state's history of rejecting perceived political succession. Axios also reported that Lindsey Graham's campaign fund has more than $2 million on hand, Darline Graham's advisers are exploring whether she can legally access those funds, and a super PAC supporting the late senator plans to spend $900,000 to back her campaign.

Intel Corp.’s long-awaited turnaround is underway as demand from artificial intelligence data centers boosts need for its chips, according to Bloomberg. The company is benefiting from the surge in AI infrastructure spending as data centers expand their hardware purchases.

A logistics warehouse in Saudi Arabia linked to the U.S. military was hit by a drone attack, with explosions reported at the scene. According to ChainCatcher, the incident was reported by Jin10.

Corporate earnings have beaten the highest expectations in years, but investors remain unconvinced, worried about AI spending and economic growth, according to Bloomberg. The results have not sparked enthusiasm among traders despite the strong profit backdrop.

Bank of America analysts wrote that European equities face a range of possible negative catalysts. According to Jin10, they said the pan-European Stoxx 600 remains near record highs, while expectations for European company profit margins are also at record levels. They said many good news items have already been priced in, making the market vulnerable to disappointment. Potential downside risks include volatility in the AI trade and rising energy prices if tensions in the Middle East continue to escalate. They also said the prospect of a higher-rate environment could leave European stocks further behind. The Stoxx 600 rose 0.5% on Friday and is up 8.5% for the year.

我不认为永续合约、稳定币、预测市场会把加密重新带回来。

Poolin Technology filed for Chapter 11 with $163.7 million in unsecured wallet-holder IOUs owed to about 11,700 users. According to NS3.AI, its Texas affiliates are seeking court approval for asset sales with opening offers worth $52 million. The offers equal 31.8% of the IOUs, but they cover Lonestar affiliate assets rather than cash in Poolin Technology's wallet business. Wallet recoveries remain uncertain because sale prices, liens, estate allocations, expenses, and allowed claims have not been resolved.

According to CNBC, UBS upgraded Amkor Technology to buy from neutral, saying the company's US$1.5 billion NVIDIA strategic partnership supports Amkor's ongoing ramp of Vera CPU. Baird reiterated Apple as outperform and raised its price target to $330 per share from $310. HSBC initiated SpaceX at hold, citing valuation, while Raymond James upgraded Teck Resources to outperform from market perform on expectations for accelerating growth. UBS also reiterated Advanced Micro Devices as buy and lifted its price target to $730 from $700 after the company's AI Day, and Bank of America reiterated Intel as buy following earnings, saying data center sales rose 59% year over year. Elsewhere, Morgan Stanley reiterated Nvidia as overweight on the Amkor deal, BMO upgraded Dover to outperform from market perform with a $240 target, and Piper Sandler lowered Tesla's price target to $450 from $500 after Q2 results and the 10-Q.

According to CNBC, HSBC initiated coverage of SpaceX with a hold rating and a $115 price target, saying the company is already fully valued even after assigning a premium for Elon Musk's track record. The bank said its sum-of-the-parts approach includes a 2 times innovation premium and puts the target below SpaceX's $135 IPO price and recent trading level of about $118. HSBC said investors already appear to be pricing in much of SpaceX's long-term growth potential, including expansion of Starlink, higher launch activity and development of its AI initiatives. The firm also said its most optimistic blue-sky scenario values SpaceX at $293 per share if Starship becomes commercially viable in 2027, launch capacity doubles versus the base case, Starlink reaches a larger addressable market with higher average revenue per user, and the company's AI assets receive richer valuation multiples.

X 正式官宣与 Kaito 合作后，市场第一反应很自然：Kaito 是不是要从单纯的 InfoFi 叙事，切到更大的 AI Data 叙事里了？

无论存在哪些不足，《CLARITY法案》都远胜于继续没有任何保障措施。

俄罗斯,稳定币,俄罗斯新法落地 A7A5 的悬念才刚开始 金色财经,谁会先被淘汰出局？谁又能活到停战之后？

WAIC期间，曾歆勋的产品没有出现在任何一张展台上。

Coinbase计划到2026年底将新加坡员工人数从约150人扩充至200人，并已在莱佛士码头一号开设了新办公室，以支持其在亚洲的业务扩张。该公司表示，新加坡清晰的加密货币监管政策以及对数字资产和稳定币日益增长的需求，是推动其投资的主要因素。

四年多前，Alex Atallah在NFT泡沫顶点前离场；如今，他又在AI热潮中迎来高光时刻，并准备将创立的AI模型聚合平台OpenRouter高价出售。

据报道，一个据称与乔治·科特雷尔有关联的Polymarket账户——科特雷尔是一名已被定罪的诈骗犯，也是“改革英国”党领袖奈杰尔·法拉奇的长期盟友——从身份不明的来源收到了近900万美元的加密货币，随后下注数百万美元押注唐纳德·特朗普赢得美国大选。

一心想要重振身家的唐纳德·特朗普，号召自己的政治支持者成为他的商业合伙人。而那些对他最为深信不疑的人，亏损也最为惨重。

Dolphin X 是一种新型的 Windows 恶意软件，可窃取 300 多个应用程序的凭据，其中包括加密货币钱包、云账户和开发工具。它还利用一个基于人工智能的分析工具对受感染的受害者进行评级，帮助网络犯罪分子快速识别最有价值的目标。