CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud
Meta’s reported interest in monetizing its AI infrastructure is leading investors to question the sustainability of neocloud business models. Source：MarketWatch
Cantor says bitcoin bear market may be entering final stretch
The bank said in a note bitcoin's cycle points to a market bottom in the coming months, urging investors to focus on networks with durable value accrual.…
Bitcoin climbs toward $60,000 after Fed Chair Warsh said inflation risks has come down
The Fed chair reiterated the central bank's commitment to its 2% inflation target while signaling artificial intelligence could reshape the economy and…
Almost all of the Nasdaq-100’s gains in the first half of 2026 came from just 10 stocks
Micron led the way, contributing 26% of the Nasdaq100’s firsthalf returns and 17% of the S&P 500’s gains, according to Jefferies. Source：MarketWatch
ServiceNow and Salesforce shares now look like buys, as ‘Armageddon’ fears are too extreme, analyst says
A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real. Source：MarketWatch
Bank of Korea governor outlines tokenized bond vision, unified ledger plan
The Bank of Korea’s governor praised tokenized government bonds for easing the issuance and management of government debt during a panel discussion at the ECB…
独家｜清华系初创完成数亿元种子轮融资：我们不想被贴上「世界模型」的标签
文｜周鑫雨 编辑｜张雨忻 《长安的荔枝》，是 97 年清华博导李一鸣很喜欢的故事。 故事里，为了将“一日色变”的鲜荔枝从岭南运到长安，小吏李善德必须解决保鲜、驿站、路线、补给等一系列环环相扣的难题——没有这套完整系统，鲜荔枝寸步难行。 这个设定在唐朝的故事，在李一鸣眼中，却与当下的“世界模型”赛道，形成了巧妙的互文：…
What's next for Bitcoin and stocks? Analysts see a volatile second half
After AI drove equities higher while bitcoin lagged, market watchers expect macro policy and market structure to take center stage. Source：CoinDesk
SEC Publishes Updated Market Statistics, Highlighting Increase in IPOs and Proceeds Raised
The Securities and Exchange Commission’s Division of Economic and Risk Analysis (DERA) published updated statistics and data visualizations covering key…
硬氪首发 | 北航机器人所团队创业，首创智能变刚度关节，完成近亿元天使轮融资
硬氪获悉，近期，航墨科技完成由中投万方、三贤科技、北航天汇、诚美资本、三合投资、常州金控的近亿元天使轮投资，德太资本担任长期战略融资顾问，此次融资主要用来产品研发和市场推广。…
硬氪首发 | 清华系芯片企业再获数千万融资，要以新技术突破AI算力瓶颈
硬氪获悉，硅基光子企业「灵动芯光」正式宣布完成数千万元天使++轮融资，本轮融资由磐霖资本领投、同方投资与深天使合作的子基金汇泽天诚跟投。 此次募集的资金将全部聚焦于芯片间光互联核心技术研发与产品落地，重点推进 SmartComb多波长密波光源的产品化及SmartPHY光I/O小芯粒的研发工作。…
Businesses add 98,000 jobs in June, ADP says. Labor market on the mend, but it’s still not great.
ADP said U.S. businesses 98,000 new jobs in June — the smallest increase in three months. The payroll processor said hiring was slow but demand for labor was…