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
Morpho poised to scale as DeFi infrastructure play, Standard Chartered says
The bank initiated coverage of Morpho with a $60 end2030 price target, saying its DeFi lending and onchain infrastructure businesses are positioned to benefit…
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…
Tokenized Google stock inflated 7,700% in rare DeFi lending exploit
An attacker inflated the value of a tokenized Google share used as collateral to about 78 times its real price, then borrowed against it, leaving roughly…
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：…
Warsh warns investors not to expect hints at future Fed rate moves
New Federal Reserve chief Kevin Warsh gave no hint of whether the central bank would raise interest rates in July and repeated his dislike of socalled forward…
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
Mysterious Solana project World unveiled as fully onchain prediction market
The platform is now live within the Phantom wallet and at world.xyz, utilizing Chainlink as its primary oracle infrastructure for market data. 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…
Circle CEO touts USDC's network advantage as OUSD emerges
Bernstein said OUSD could become the strongest new challenger to the CircleTether duopoly, while flagging unresolved questions around governance, operations…
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。…