Ondo Finance uvedla, že její platforma Ondo Stocks překročila za osm měsíců tokenizovaná aktiva v hodnotě 1 miliardy USD. Celková uzamčená hodnota dosáhla 1,01 miliardy USD.
Tokenized stocks, digital representations of equities on blockchain networks, are experiencing rapid adoption in global markets. Ondo Finance, a New York-based platform specializing in tokenized financial products, announced that its Ondo Stocks platform surpassed $1 billion in total tokenized value within eight months of its launch—outpacing the growth rates of previously tokenized asset classes such as stablecoins and government bonds.
Rapid growth outpaces other tokenized asset classesAccording to figures released by Ondo Finance, the $1 billion milestone in tokenized stocks was achieved in about eight months. For comparison, the company stated that stablecoins required approximately three years to cross the same threshold, while tokenized Treasuries reached it in 18 months. This acceleration highlights the growing investor appetite for blockchain-based equity products.
Ondo Finance reported $1.01 billion in total value locked on its platform as of August 14. The platform offers access to more than 440 different tokenized US stocks and exchange-traded funds (ETFs), providing a broader range than many competitors. Cumulative trading volume has reached $27 billion since the service launched.
The Block, a leading digital asset news outlet, stated that tokenized equities now account for roughly 15% of the tokenized-stock market, with a total market capitalization approaching $2.8 billion. This represents a threefold increase in market share over the start of 2026, suggesting a sharp uptick in activity and market involvement beyond Ondo Finance’s own ecosystem.
Asset ClassTime to $1 BillionStablecoins3 yearsTokenized Treasuries18 monthsTokenized Stocks (Ondo)8 monthsTrading hours, regulatory landscape, and investor considerationsOne of the distinguishing features of tokenized stocks is the potential to extend trading beyond conventional market hours coupled with blockchain-based settlement, which can offer faster execution compared to traditional systems. However, the underlying rights for investors vary by product structure and jurisdiction. Some tokenized stocks grant holders economic exposure rather than legal ownership, making due diligence essential before investing.
Ondo Finance currently offers its tokenized stock products outside the United States, reflecting ongoing regulatory uncertainties within the American market. Changes in US regulations could significantly impact future accessibility for American investors and shape broader market adoption.
Mini dictionary: Ondo Finance is a fintech company that develops blockchain-based products, including tokenized representations of stocks, Treasuries, and ETFs, aiming to provide greater access to digital asset markets for institutional and retail investors.
Industry voices highlight structural changes in marketsJohn Hoffman, managing director at Ondo Finance, compared current developments in tokenized equities to early-stage exchange-traded funds. He outlined the rapid timeline: “Stablecoins took three years to reach $1 billion. Tokenized treasuries took 18 months to reach $1 billion. And Ondo Stocks did that in eight months.”
Stablecoins took three years to reach $1 billion, tokenized Treasuries needed 18 months, and Ondo Stocks achieved it in just eight months, illustrating the pace at which blockchain-based equities are growing, explained Ondo Finance managing director John Hoffman.
The next phase, Hoffman suggested, will test whether these gains lead to sustained liquidity and broader long-term participation. While Ondo Finance has reported more than 200,000 registered ecosystem holders and a cumulative trading volume of $27 billion, adoption rates and staying power for tokenized stocks will depend on how regulations evolve and whether product demand remains strong.
For traditional finance institutions, the rise of tokenized stock markets signals growing pressure to adapt to blockchain infrastructure for distributing equity products efficiently and securely in the coming years.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
In brief A scheduled unlock will release 14,175,778 Hyperliquid tokens on August 29, worth about $1.2 billion at current prices. The release equals 1.4% of total supply and 2.7% of HYPE's market capitalization. Nearly 47% of the unlocked tokens go to insiders — the largest single share of this release. Hyperliquid, the layer-1 blockchain and perpetual futures exchange, is on a tear—and investors in the project’s native token HYPE are reaping the benefits.
Hyperliquid, which trades as HYPE, touched an all-time high of $83.27 on Sunday before slipping to around $77.50, data from CoinGecko shows. The token's market cap sits near $19.5 billion. That run-up, though, is about to collide with a supply release the tracking site Tokenomics.com lists as the largest of Hyperliquid's monthly unlocks.
Myriad: Ethereum next price move? Click to make your prediction.Every month since the November 2024 launch, Hyperliquid has freed a slice of its 1 billion-token supply on a fixed calendar. The August 29 event is the fourth in a row to send tokens to three recipient groups: community, foundation, and insiders. Insiders (the early investors) take the largest single share of this release—46.6%, against 46.3% for the community (grants, rewards, airdrops, etc.) and 7% for the Hyper Foundation.
Token unlocks don't automatically tank a price. They raise the number of tokens that can be sold, and the new supply can pressure the market if recipients cash out. The site's own price-impact history is mixed: After the three prior monthly unlocks, HYPE fell 7% (July), rose 1% (June), and dropped 14.1% (May) in the days that followed.
But unlocks routed to investors and early contributors are the ones traders watch—those holders paid little and have more reason to take profits than a community pool does.
Hyperliquid has been in the news for more than its token chart. Coinbase added 50x perpetual futures to its Base app through Hyperliquid's infrastructure this month, an integration that pushes the protocol deeper into mainstream trading rails.
Perhaps the most bullish news for HYPE investors came mid-last week, when President Donald Trump directly referenced Hyperliquid during a media appearance ahead of a closed-door meeting with cryptocurrency executives. The decentralized exchange for perpetual futures is currently geofenced and unavailable to Americans, but Trump told media the CFTC is “working to bring Hyperliquid into the United States in a fully compliant and legal fashion.”
The push lands as Washington signals a friendlier stance to crypto as a whole. Trump also called on Congress to pass a "fair version" of the Clarity Act at a White House crypto meeting.
With HYPE near record levels, the August 29 release drops about $560 million of insider-facing supply onto a market that's already off its peak. The next unlock, of the same size, arrives September 29.
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CEO Bitget Gracy Chen pochybuje, že USA do konce Trumpova mandátu začnou nakupovat Bitcoin na otevřeném trhu pro Strategic Bitcoin Reserve. Rezerva má hlavně držet zabavené BTC, ne je aktivně dokupovat.
Bitget Chief Executive Officer Gracy Chen has expressed strong skepticism that the United States government will actively purchase Bitcoin on the open market to expand its Strategic Bitcoin Reserve before the end of President Donald Trump’s current term.
In a recent interview, Chen described such acquisitions as improbable from a policy standpoint, saying she does not expect them to materialize within the next two years.
The Strategic Bitcoin Reserve was formalized through an executive order signed on March 6, 2025.
That directive primarily capitalizes the reserve with Bitcoin federal authorities already obtained through criminal and civil asset forfeiture proceedings.
It does not authorize using taxpayer funds for market purchases.
Instead, any additional acquisitions must follow budget-neutral approaches that impose no extra costs on American taxpayers.
The order also generally prohibits selling Bitcoin held in the reserve, creating a one-way mechanism where seized assets can enter but do not routinely exit through auctions or liquidations.
Public estimates place current US government Bitcoin holdings associated with the reserve in the range of roughly 198,000 to over 300,000 BTC, depending on the tracker used, stemming largely from law enforcement actions rather than deliberate sovereign accumulation.
Before the order, authorities sold substantial quantities of forfeited Bitcoin; the new framework ends that practice for assets designated for the reserve.
Chen’s assessment aligns with the practical constraints of the current setup.
Actively purchasing Bitcoin, she noted, would represent a significantly larger policy decision requiring extensive debate among lawmakers, political parties, and other stakeholders—far beyond simply retaining assets already under government control.
While the administration has maintained a relatively crypto-friendly stance, turning the reserve into an active buying program is not straightforward.
This structure means the reserve functions more as a long-term holding vehicle for existing government-controlled Bitcoin than as an active accumulation program.
The no-sale provision removes a potential source of future supply pressure on the market, which could offer some stability.
However, it does not create the ongoing demand that scheduled government purchases might.
Chen also indicated that if the US did begin accumulating Bitcoin, the impact could be substantial and not fully priced in, potentially driving prices higher as other jurisdictions and US states take notice.
Yet she maintains that, based on policy realities observed over the past year, such a move remains unlikely under the current framework through at least the next couple of years.
For market participants, the takeaway is tempered expectations: the Strategic Bitcoin Reserve solidifies the government’s role as a long-term holder of forfeited coins but is unlikely to emerge as a major buyer in the foreseeable future. Further developments would hinge on successfully identifying truly budget-neutral methods or on new congressional action.
AUD/USD téměř nereagoval na zápis z RBA, který potvrdil debatu o dalším zvýšení sazeb, ale označil 4,35 % za dostatečně restriktivní úroveň. Pro zářijové rozhodnutí bude klíčovější středeční červencová CPI.
TL;DR: AUD/USD barely moved on RBA minutes that confirmed, but didn’t change, the existing hawkish-hold debate — the real signal was the Board’s openness to pre-emptive tightening based on monthly data alone, which keeps a September hike live even without the Q3 quarterly CPI, making Wednesday’s July print the more consequential test.
Minutes Confirm Debate, but Give Aussie Little New to Trade AUD/USD barely moved after minutes of RBA’s Aug. 10–11 meeting, slipping only modestly from recent 0.71790 high. Muted reaction made sense. Minutes confirmed what markets already understood from August’s hawkish hold: Board genuinely considered a 25bp hike, but ultimately judged policy at 4.35% “appeared sufficiently restrictive” and that there was still time to gather more evidence. Governor Michele Bullock has already said further tightening is “quite possible,” while Deputy Governor Andrew Hauser struck a somewhat more assertive tone last week. Minutes added detail to that debate without materially changing it.
More important was language around acting before inflation risks are fully confirmed. Members explicitly discussed whether it “may be appropriate to mitigate those risks somewhat by tightening monetary policy pre-emptively,” while several judged it “quite possible” that upside risks would crystallise and require further tightening. That leaves RBA with two live arguments: current policy may already be restrictive enough, but waiting becomes harder to justify if incoming inflation data suggest upside risks are beginning to materialise.
Wednesday’s CPI Is Where Repricing Risk Begins That makes Wednesday’s July CPI much more consequential than Tuesday’s minutes. It is the only monthly inflation report RBA will receive before Sept. 28–29 meeting, with August CPI not due until Sept. 30. Board itself specifically highlighted incoming monthly inflation and labour-market reports as important inputs before its next decision. There will therefore be no second inflation print available to confirm—or offset—whatever signal July data deliver.
That reference to monthly inflation data is important in its own right. Combined with Board’s willingness to consider pre-emptive tightening, it implicitly suggests policymakers do not necessarily need to wait for full Q3 quarterly CPI before acting. If monthly data show inflation risks strengthening, September meeting can remain live even though complete quarterly inflation picture will not yet be available. In other words, RBA has left itself room to respond to emerging evidence rather than requiring confirmation from traditional quarterly CPI cycle.
Labor side already points in a softer direction. July employment fell 15.8K, while unemployment rose from 4.4% to 4.5%. Another labour report is due only days before September meeting, giving Board a fresh employment read. Inflation calendar is less forgiving. A hot CPI would not guarantee a September hike, but it would raise cost of waiting and strengthen case for acting before Q3 CPI is available. A softer reading would reinforce argument that 4.35% is already doing enough and give policymakers more reason to use time rather than another rate increase.
ActionForex’s Technical View on AUD/USD: Hot CPI Could Put 0.72770 Back in Sight AUD/USD technical setup reflects that policy tension. Recovery from 0.68640 remains constructive, with a higher low at 0.69210 followed by a break above 0.70260 and an advance to 0.71790. Pair is now consolidating just below nearby 161.8% projection of 0.6864 to 0.7026 from 0.6921 at 0.7183, while daily momentum remains positive.
A hotter-than-expected CPI would strengthen case for another RBA hike and, crucially, keep September tightening firmly in play without waiting for Q3 CPI. That could drive AUD/USD through 0.71790 toward 0.72770 cycle high. But a sustained break of 0.72770 would probably require cooperation from Dollar side as well. DXY has spent the past two sessions consolidating rather than extending its broader decline, so cleanest bullish combination would be sticky Australian inflation alongside renewed USD weakness.
By contrast, an in-line or softer CPI could trigger a deeper pullback toward 0.70650. As long as that support holds, broader recovery from 0.68640 would remain intact and weakness would look more like consolidation than trend reversal. Minutes told markets RBA can afford to wait, but they also suggested it does not have to wait for quarterly CPI if monthly evidence becomes convincing. Wednesday’s CPI will show whether September stays merely possible—or becomes a much more immediate policy risk.
Key Takeaways RBA minutes confirmed the Board seriously considered a hike but judged 4.35% sufficiently restrictive for now, adding detail to the existing debate without shifting it. The Board explicitly discussed pre-emptive tightening, meaning it may act on monthly CPI data alone without waiting for the full Q3 quarterly print. Wednesday’s July CPI is the only monthly inflation read before the September 28-29 meeting, making it more consequential for policy than the minutes themselves. Weaker labor data (July employment -15.8K, unemployment up to 4.5%) already points dovish, leaving the inflation print as the clearer swing factor for September. AUD/USD holds a positive bias above 0.7183 resistance toward 0.7277, but a sustained break likely needs both a hot CPI and renewed Dollar weakness; a soft print risks a pullback toward 0.7065.
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ActionForex.com was set up back in 2004 with the aim to provide insightful analysis to forex traders, serving the trading community for two decades. We started providing only a daily and a mid-day report, now known as Action Insights. Gradually, we added a lot more in-house contents to the site. Technical Outlook section was expanded to cover more pairs. In addition to that, Top Movers, Heat Map, Pivot Point Charts and Pivot Meters, Action Bias and Volatility Charts, are tools used by traders from all over the world.
Bernstein vidí nový růstový cyklus USDC a ponechává pro Circle cílovou cenu 140 USD. USDC za sedm dní přidal zhruba 2 miliardy USD a jeho podíl na upraveném objemu transakcí vzrostl zhruba z 40 % v roce 2025 na více než 60 % dosud v roce 2026.
Bernstein sees new USDC growth cycle, sets $140 Circle price targetLatest NewsPublishedAug 24, 2026
USDC supply increased by roughly $2 billion in seven days, with Bernstein citing higher transaction activity and several factors that could support further growth.
Analysts at Bernstein are bullish on stablecoin issuer Circle, arguing that a new growth cycle for its USDC stablecoin could provide a significant boost for the company over the next 12 months.
In a research note published Monday, Bernstein said USDC (USDC) is showing signs of what it called “digital dollar reflation” after its supply increased by roughly $2 billion in seven days, reversing a six-month stretch of stagnant or declining growth. The firm maintained an Outperform rating on Circle (CRCL) and a $140 price target, implying roughly 60% upside from current levels. Circle shares have risen roughly 40% over the past month.
Bernstein said the next phase of stablecoin growth could be driven by several factors, including renewed momentum in crypto markets, greater regulatory clarity in the United States, tokenized capital markets and growing adoption of stablecoins for payments. The analysts also pointed to early signs of stablecoin use in payments made by artificial intelligence agents.
Although USDC remains the second-largest dollar-backed stablecoin by market capitalization, well behind Tether’s USDt (USDT), it has gained significant ground in transaction activity. Bernstein said USDC’s share of adjusted stablecoin transaction volume rose from roughly 40% in 2025 to more than 60% so far in 2026, overtaking USDt by that measure.
Stablecoin transaction volume has grown significantly this year. Source: Bernstein
Circle’s volatile path since its IPOCircle shares have experienced significant swings since the company went public in June 2025. The stablecoin issuer priced its shares at $31 and raised roughly $1.1 billion in its initial public offering. After surging in the months following its debut, the stock had fallen back toward its IPO price by November 2025 as a broader crypto market downturn weighed on publicly traded companies with exposure to the sector.
In its most recent quarter, Circle reported $701 million in revenue and $48 million in net income, both up from a year earlier.
Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.
Zcash vystřelil na nejvyšší úroveň od roku 2018 po růstu o více než 50 % za čtyři dny. Open interest v perpetual futures ZEC se za pět dní zvýšil z 962,5 milionu USD na 1,8 miliardy USD.
In brief Zcash reached its highest price since 2018 after gaining more than 50% in four days. Open interest in ZEC perpetual futures rose from $963 million to $1.8 billion in five days. Crowded futures markets can intensify both short squeezes and selloffs. Zcash briefly reached $888—its highest price level since 2018—before pulling back to around $843, up nearly 7% over 24 hours and roughly 48% since August 20.
The privacy coin, which trades as ZEC, remains well short of a record all-time high of $3,191.93, set in October 2016 during the coin’s earliest days of trading when liquidity was thin. The coin dropped as low as $16 just two years ago and has been on a remarkable run since, appreciating by over 1,800% in the last year alone.
Myriad: Bitcoin next price move? Click to make your prediction.ZEC perpetual futures open interest nearly doubled from $962.5 million on August 19 to $1.8 billion Monday, while 24-hour volume reached $5.3 billion, according to crypto derivatives data platform Loris Tools. The average eight-hour funding rate was 0.0106%, meaning traders paid a premium to hold long positions.
ZEC futures let traders bet on Zcash’s price without owning the coin, often with leverage. Open interest tracks outstanding contracts, while positive funding signals stronger demand for long positions—raising the risk of a short squeeze if ZEC rises or long liquidations if it falls.
Interest in Zcash grew over the last year as investors searched for an alternative to Bitcoin with stronger privacy protections. Zcash, a type of privacy coin, makes it difficult to track transactions on the network by shielding balances, unlike traditional cryptocurrencies—such as Bitcoin or Ethereum—which are transparent by default.
Interest in the coin further grew after Grayscale filed to convert its Zcash Trust into an ETF in November. The proposal is still under review.
What bullishness the Grayscale news may have garnered was tested in June, when ZEC plunged from $635 to $309 after developers using Claude Opus 4.8 disclosed a flaw in its Orchard shielded pool that could have enabled undetectable counterfeiting.
Developers issued an emergency patch in June, then activated the Ironwood upgrade in July. Ironwood retired Orchard and introduced accounting safeguards designed to trap any counterfeit ZEC in the old pool. Developers could not determine whether the flaw had been exploited.
Winklevoss-backed Cypherpunk Technologies launched a Zcash mining operation in August that it estimates represents 18% of the network’s hashrate. The company holds about 323,394 ZEC, around $268 million, and aims to acquire 5% of the circulating supply.
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Grayscale podala dodatek k registraci, aby převedla Grayscale Zcash Trust na spotový Zcash ETF. Cílí na listing na NYSE Arca kolem 25. srpna, ale schválení ještě není jisté.
Grayscale has filed Amendment No. 5 to its Form S-3 registration statement as part of its effort to convert the Grayscale Zcash Trust into a spot Zcash ETF.
The filing, submitted on August 21, targets a listing on NYSE Arca on or about August 25, according to the filing materials. It also discloses a 2.5% annual management fee and a cash-create, cash-redemption model.
That makes the filing notable for two reasons.
First, it shows the crypto ETF market continues to expand beyond Bitcoin and Ethereum. Second, it brings a privacy-focused asset like Zcash back into a regulated product conversation.
But the key caution is simple: the listing is not final until the necessary regulatory clearance is in place.
TL;DR Grayscale filed Amendment No. 5 for a proposed spot Zcash ETF conversion. The filing targets a NYSE Arca listing on or about August 25. The ETF should not be described as approved or finalized unless regulators clear it. Why A Zcash ETF Is Different Zcash is not just another altcoin.
It is one of crypto’s best-known privacy-focused networks. Its optional shielded transaction design has long made it an important part of the privacy debate, but also a more sensitive asset from a regulatory perspective.
That makes an ETF filing more interesting.
Bitcoin ETF approval was about institutional access to digital gold. Ethereum ETF approval expanded that access into smart contract infrastructure. A Zcash ETF would test whether regulated markets are willing to support a product tied to privacy technology.
That is a very different conversation.
Grayscale Is Extending Its Conversion Playbook Grayscale has used trust-to-ETF conversion strategies before.
The model gives existing trust products a path toward more liquid, exchange-traded structures, assuming regulators and exchanges approve the necessary steps. For investors, an ETF wrapper can improve accessibility, liquidity, pricing efficiency, and brokerage availability.
In Zcash’s case, the structure would move the product into a more visible market venue.
The proposed NYSE Arca listing target gives traders a date to watch, but it should not be treated as guaranteed. ETF conversion timelines can shift depending on SEC comments, exchange processes, and final approvals.
The Fee Tells Investors Something The filing’s 2.5% annual management fee stands out.
That is high compared with mainstream spot Bitcoin ETF fees. It may reflect a more specialized product, smaller expected asset base, operational complexity, custody costs, or lower competitive pressure.
Investors will judge whether the fee makes sense relative to the product’s niche.
A privacy-coin ETF would not necessarily compete directly with low-cost Bitcoin funds. It would serve a narrower investor base seeking exposure to ZEC through a regulated wrapper.
Still, fees matter.
Cash Creation And Redemption Keeps The Structure Conservative The cash-create and cash-redemption model is also important.
Under that structure, authorized participants generally create or redeem shares using cash rather than delivering or receiving the underlying crypto asset directly. This is a familiar structure in parts of the crypto ETF market and can simplify operational handling.
It may also reflect regulatory caution.
For a privacy-focused asset, cash-based mechanics may be more comfortable for traditional market participants than in-kind transfers of ZEC.
That does not remove every regulatory concern, but it shapes how the product would operate.
What To Watch Next The next thing to watch is whether the listing date holds and whether any additional regulatory comments emerge.
If the ETF clears its remaining hurdles, Zcash would gain a much more prominent regulated market wrapper. If the process is delayed, the filing still shows that issuers are pushing the boundaries of what crypto ETF products can include.
The broader message is clear.
Crypto ETFs are no longer only about Bitcoin and Ethereum. Issuers are testing how far regulated access can extend across the asset class.
With Zcash, that test now touches privacy technology directly.
This article is based on Grayscale’s SEC filing materials for the proposed Zcash ETF conversion.
This article was written by the News Desk and edited by Samuel Rae.
NYSE Arca schválila zařazení Zcash ETF od Grayscale k obchodování, které má začít v úterý 25. srpna pod tickerem ZCSH. Pokud spustí podle plánu, půjde o první americké spot ETF s expozicí na digitální aktivum zaměřené na soukromí.
NYSE Arca Greenlights Grayscale's Zcash ETFNYSE Arca has formally certified its approval for the listing of The Zcash ETF, according to filings on SEC EDGAR dated August 24. The fund is expected to begin exchange trading as soon as Tuesday, August 25, under the ticker ZCSH.
If it goes live as planned, the product would be the first US spot ETF offering exposure to a privacy-focused digital asset.
From OTC Trust to Exchange-Traded FundThe move marks a significant structural shift for the product.
The conversion moves @Zcash exposure from over-the-counter quotes to continuous exchange trading. The fund carries a 2.5% annual fee.
$ZEC eased to around $820 as the approval landed, though the token remains roughly 58% higher on the week and close to eight-year highs.
Sources:
SEC EDGAR: NYSE Arca Listing Certification for The Zcash ETF
Crowdfund Insider: Grayscale Advances Plans for Spot Zcash ETF
The Globe and Mail: Grayscale Zcash Trust Plans NYSE Arca Listing, ETF Rebrand
MP Materials uzavřela dlouhodobou dohodu na dodávky gadolinia pro amerického výrobce v letectví a obraně; management očekává hodnotu v řádu stovek milionů USD během několika let.
Last month, MP Materials (MP -4.38%) signed an agreement to supply gadolinium oxide (a key rare-earth material found in nuclear reactor shielding on submarines and infrared sensors and electronics) to an unnamed U.S. aerospace and defense manufacturer. Management expects the contract to be worth nine figures over multiple years, with MP developing the additional separation capacity at its Mountain Pass facility in California.
Now, the company hasn't disclosed the customer or the specific size of the contract, but management described the deal as significant. And while I'm not typically keen on ambiguity, the announcement of this deal does provide some interesting intel about demand.
You see, American aerospace and defense companies rely heavily on rare-earth materials for everything from aircraft and missiles to radar systems, satellites, and drones. The problem is that China controls much of the world's rare-earth processing and manufacturing capacity. That's a vulnerability the U.S. government has been trying to eliminate.
Image source: Getty Images.
MP Materials already operates a mine and processing facility in Mountain Pass, California, and it's expanding further in Texas, where it currently produces rare-earth metals and magnets in Fort Worth. The company is actually building a much larger magnet manufacturing campus in nearby Northlake.
MP is producing more rare-earth material In Q2, MP Materials produced 840 metric tons of NdPr oxide, up 41% year over year. NdPr is neodymium-praseodymium, the material used to make the essential permanent magnets found in electric vehicles, drones, robotics, and wind turbines.
MP sold 1,006 metric tons of NdPr in the second quarter, a 127% increase from the same quarter last year. That helped push quarterly revenue up 89% to $108.5 million, while adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) improved by $41 million to $28.5 million.
Those numbers are important because MP's investment thesis increasingly depends on its ability to move beyond simply mining rare-earth ore and sell higher-value products further down the supply chain. And that's exactly what's starting to happen. MP's magnetics segment generated $16.5 million in Q2 revenue, and adjusted EBITDA from that business reached $7.5 million.
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Customers are validating the strategy The unnamed aerospace company isn't the first major customer to back MP's domestic supply chain strategy. Last year, the Department of Defense agreed to invest $400 million in MP Materials. Then Apple followed with a $500 million commitment to purchase American-made rare-earth magnets from MP. So now you've got the Pentagon, Apple, and an aerospace and defense company all moving in essentially the same direction.
This isn't the last one MP has spent years building the infrastructure necessary to create a rare-earth supply chain outside China. Now the customers are beginning to line up before that build-out is even finished.
Apple wants magnets for consumer electronics. The Defense Department wants a secure domestic supply chain. And now an aerospace and defense customer has signed a long-term agreement for another critical rare-earth material.
That's why I don't believe this latest aerospace agreement will be the last. The bottom line is that the more companies decide that dependence on China represents an unacceptable supply chain risk, the more valuable MP Materials' domestic production becomes.
Bausch + Lomb posouvá svůj duální lék na suché oko do fáze III po pozitivním výsledku ve fázi II 15. den, přestože studie nesplnila primární cíl 29. den. Kandidát BL1332 zároveň splnil primární cíl ve fázi Ib v modelu bolesti vyvolané kapsaicinem u zdravých dobrovolníků.
Bausch Health: A Buyout Bid Could Be the Ticket to Unlock ValueBausch + Lomb NYSE: BLCO said it plans to advance a dual-action dry eye treatment into Phase III development after a Phase II study showed statistically significant improvement in corneal staining at day 15, although the trial did not meet its primary endpoint at day 29.
The company also reported Phase Ib results for BL1332, an ocular surface pain candidate designed to block the TRPV1 receptor. The study met its primary endpoint in a capsaicin-induced pain model in healthy volunteers, according to the company.
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It’s Time To Nibble On These Two Recent IPOs Chief Executive Officer Brent Saunders said the two programs represent “more than $2 billion in combined potential peak sales” and could provide growth opportunities beyond 2028. He said neither program is expected to launch within the company’s previously outlined three-year plan, though the associated clinical-development spending had been anticipated.
Dry Eye Candidate Shows Earlier Effect Bausch + Lomb’s dual-action eye drop combines the active ingredients in MIEBO and XIIDRA. MIEBO’s active ingredient, perfluorohexyloctane, or PFHO, is intended to reduce tear evaporation, while XIIDRA’s active ingredient, lifitegrast, acts as an anti-inflammatory.
Mayssa Attar, head of pharmaceutical R&D, said the four-week randomized, double-masked, active-controlled study enrolled 443 patients across six treatment and vehicle-control arms. The prespecified primary endpoint was change from baseline in total corneal fluorescein staining at day 29 compared with lifitegrast alone.
The combination treatment was numerically better than lifitegrast at day 29 but did not achieve statistical significance. However, at the prespecified day 15 assessment, the dual-action drop significantly reduced corneal staining versus lifitegrast alone, with a p-value of 0.0007.
At day 15, 41.6% of patients receiving the dual-action drop achieved a three-unit improvement in corneal staining, compared with 18.8% for lifitegrast alone and 31.6% for PFHO alone. The company said the combination treatment was administered twice daily, compared with four daily doses for PFHO alone, and used a 12-microliter drop volume versus 35 microliters in the lifitegrast-alone arm.
Attar said the combination numerically outperformed lifitegrast across several symptom-resolution measures, including itching, light sensitivity, blurred vision, irritation, burning and foreign-body sensation. Results versus PFHO were mixed, with the combination performing better on some measures and comparably or slightly below PFHO on others.
No new safety signals were observed, the company said. Instillation-site irritation occurred in 11.9% of patients receiving the combination therapy, compared with 21.2% for lifitegrast alone, while dysgeusia occurred in 10.9% and 15.2% of patients, respectively.
Yehia Hashad, Bausch + Lomb’s head of R&D, said the company expects to use day 15 as the primary endpoint in its next trial, while continuing to assess later time points. Management said it plans to use modeling and simulation work to determine the Phase III dose and dosing frequency.
During the question-and-answer session, Hashad said total corneal fluorescein staining has been used as an approvable endpoint in other programs. He added that the company has not yet said it has received FDA agreement on a 15-day corneal-staining endpoint, stating that it expects to speak with the agency.
BL1332 Pain Study Meets Primary Endpoint BL1332 is a topical TRPV1 antagonist intended to interrupt pain signaling on the ocular surface. According to the company, the molecule is approximately 100 times more potent and more water-soluble than its earlier-generation TRPV1 candidate, BL-1312.
The Phase Ib trial consisted of two parts. In the first, six healthy participants were used to identify a capsaicin concentration that produced a target pain response. In the second, 22 participants entered a double-masked, two-period crossover study in which each participant received BL1332 and a vehicle placebo on separate occasions.
The primary endpoint measured pain intensity five seconds after a capsaicin challenge. Mean pain intensity was 0.6 for BL1332 and 6.1 for vehicle, a statistically significant difference, the company said.
68.2% of participants receiving BL1332 reported complete pain resolution, compared with none receiving vehicle. Mean pain duration was 1.6 seconds for BL1332 versus 37.8 seconds for vehicle. No participants on BL1332 reported severe pain, defined as a score of 7 or higher, while more than one-third of vehicle-treated participants did. Attar said no treatment-emergent adverse events, serious adverse events or discontinuations were reported in either eye during the study. She also said an earlier Phase I study designed to assess systemic exposure and thermoregulatory safety found no hyperthermia, an issue that had affected earlier systemic TRPV1 antagonist programs.
Bausch + Lomb expects Phase II results for BL1332 in post-surgical ocular pain later in the year. Management said the Phase Ib findings support evaluating the candidate in additional acute and chronic ocular pain conditions, including pain associated with dry eye disease.
About Bausch + Lomb (NYSE:BLCO)Bausch + Lomb Corporation operates as an eye health company in the United States, Puerto Rico, China, France, Japan, Germany, the United Kingdom, Canada, Russia, Spain, Italy, Mexico, Poland, South Korea, and internationally. It operates in three segments: Vision Care, Pharmaceuticals, and Surgical. The Vision Care segment provides contact lens that covers the spectrum of wearing modalities, including daily disposable and frequently replaced contact lenses; and contact lens care products comprising over-the-counter eye drops, eye vitamins, and mineral supplements that address various conditions, such as eye allergies, conjunctivitis, dry eye, and redness relief.
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Polkadot ukončil aukce parachain slotů a přešel na Agile Coretime, tedy pronájem blockspace na vyžádání. Nový model má snížit kapitálové nároky a zpřístupnit síť menším týmům.
For years, securing a spot on the @Polkadot network meant winning a competitive, capital-intensive auction and locking large amounts of $DOT for a two-year lease. That model is now gone.
From Auctions to On-Demand Blockspace Polkadot ended its parachain slot auctions on September 19, 2024, when the network enacted runtime upgrade 1.2.0. Existing leases were migrated to the new system automatically, and any leases that had not yet started were cancelled, with locked tokens refunded to holders. The change was a direct response to long-standing criticism of the auction model: costs were hard to predict, slot allocation timelines were unclear, and teams had to commit capital two years in advance at whatever $DOT price the market happened to set on auction day.
The replacement is called Agile Coretime, a flexible, market-driven model for acquiring computational resources on the network. Under the new system, builders can acquire blockspace on-demand or in bulk without significant upfront capital commitments, lowering the barrier for startups and smaller teams that previously could not compete in auctions.
How Coretime Works in Practice Agile Coretime offers two purchasing formats. The first is bulk coretime, where a team buys access to a core for a fixed period of up to 28 days, represented as an NFT on the Coretime Chain. The second is instantaneous coretime, a pay-as-you-go option where teams purchase blockspace on demand, block by block, without any long-term commitment. Renewal orders take priority over new purchases, which shields active chains from sudden price spikes during periods of high demand.
Bulk coretime can also be split into smaller regions and resold on secondary markets, meaning a team running a lighter workload can divide its core allocation and sell unused portions to other projects. This creates a more efficient use of overall network capacity and gives $DOT blockspace a functioning secondary market for the first time.
The shift is part of a broader technical overhaul at Polkadot that also includes Asynchronous Backing and Elastic Scaling, which together allow parachains to dynamically access multiple cores in real time and handle traffic surges without congestion or new contract negotiations.
Sources:
Polkadot Wiki: Agile Coretime for Parachains
Parity Technologies: Polkadot Upgrade 2025
CryptoNews: Polkadot 2.0 Explained: Agile Coretime and What It Changes for Developers
NEAR Protocol spolu s Responsible Fintech Institute a Safeheron testuje na kvantově odolném testnetu MPC protokol s podpisy ML-DSA-65 založenými na mřížkách. Pilot zapojil banky Bison Bank a DK Bank i Abu Dhabi Global Market a Malta Financial Services Authority.
Quantum computing is still mostly a theoretical threat to financial infrastructure, but the institutions that move slowly on cryptographic upgrades tend to be the ones scrambling later. NEAR Protocol, alongside the Responsible Fintech Institute and technology firm Safeheron, is not waiting around.
On August 23, 2026, the Responsible Fintech Institute convened a cross-regional pilot consortium explicitly designed to stress-test post-quantum cryptography in live institutional digital asset workflows. The group ran wallet generation and on-chain transfer simulations on NEAR’s quantum-resistant testnet, using a multi-party computation protocol built on the NIST FIPS 204 ML-DSA-65 lattice-based digital signature standard.
What the pilot actually involves Multi-party computation, in plain terms, means no single party ever holds a complete private key. The consortium is testing a non-custodial 2-of-2 MPC design, meaning both parties must participate in every signing event, and neither can act unilaterally.
The lattice-based signature scheme at the center of this is ML-DSA-65, one of the standards NIST finalized as part of its post-quantum cryptography project. NEAR explicitly selected the lattice-based approach over hash-based alternatives, a deliberate architectural choice.
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Safeheron is leading development of both the MPC protocol itself and the ML-DSA-65 signing application. The consortium has committed to open-sourcing that code after the testing phase, along with publishing a whitepaper covering pilot findings.
NEAR first signaled its post-quantum direction in May 2026, selecting ML-DSA as its initial quantum-safe signature scheme. The August pilot represents the next step in that roadmap, moving from protocol-level design decisions to actual consortium testing with real financial institutions in the loop.
Who is at the table The participant list matters as much as the technology. Bison Bank and DK Bank are among the banking institutions involved. On the regulatory side, the Abu Dhabi Global Market and the Malta Financial Services Authority are participating, which gives the pilot a notable cross-jurisdictional character.
The timing also aligns with broader regulatory momentum. Singapore and Hong Kong have both been pushing forward frameworks around fintech innovation and quantum preparedness. The RFI consortium appears designed to generate cross-jurisdictional data that regulators in multiple markets can reference when setting their own standards.
Why quantum threats to crypto are not a distant problem Most public-key cryptography in use today, including the signature schemes underpinning the majority of blockchain networks, relies on mathematical problems that classical computers find intractable. A sufficiently powerful quantum computer running Shor’s algorithm could theoretically break those assumptions.
NIST’s finalization of post-quantum standards, including the ML-DSA standard at the center of this pilot, reflects an institutional consensus that preparation needs to happen ahead of the threat materializing.
For the banks and regulators participating in this consortium, the practical question is not whether to eventually adopt quantum-resistant cryptography. It is whether they can develop operational experience with it before they are required to use it. A pilot that generates real data on wallet generation latency, signing performance, and cross-jurisdictional operational workflows is meaningfully more useful than a theoretical framework document.
The open-source commitment from Safeheron adds another layer to this dynamic. If the MPC protocol and signing application are released publicly, other networks and custodians can adopt or adapt them, potentially accelerating industry-wide post-quantum readiness.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
NEAR zveřejnil roadmapu k postkvantové ochraně a míří ke konsenzu validátorů odolnému vůči kvantovým útokům do konce roku 2027. Jde o jednu z nejzásadnějších aktualizací protokolu od spuštění mainnetu.
A step-by-step push toward quantum resistance@NEARProtocol has published a post-quantum roadmap targeting quantum-resistant validator consensus by late 2027. Developer Near One describes the change as one of the most fundamental protocol upgrades since mainnet launched, though the team notes timelines are directional and subject to research outcomes.
The roadmap follows a concrete first step.
ML-DSA, also known as the Module-Lattice-Based Digital Signature Algorithm, is the post-quantum digital signature standard published by NIST in FIPS 204 in August 2024, based on the CRYSTALS-Dilithium algorithm. It is designed to replace RSA and ECDSA signatures as the industry migrates away from classical cryptography.
Consensus and cross-chain MPC remain the harder problemsDespite progress at the account level, Near One is candid about what remains. Today's post-quantum schemes are still too computationally heavy for use in validator consensus, which is why the 2027 goal exists as a research and engineering target rather than a committed release date. The team has also acknowledged that quantum-safe threshold signing for its MPC network has no candidate solution yet.
The cross-chain layer adds further complexity. NEAR's Chain Signatures network currently links assets across 30+ chains, per the team's own roadmap post. On wallet support,
NEAR is not alone in this effort.
Sources:
NEAR Protocol Brings Quantum-Safe Signing to Mainnet (PR Newswire)
NEAR Protocol Becomes First Major Blockchain With Live Quantum-Safe Account Signing (TechTimes)
Ethereum Post-Quantum Roadmap (ethereum.org)
Arcium spustil na Solaně Benchdot Markets, soukromou náborovou platformu, kde se sází na to, zda kandidát získá práci. Platforma běží na mainnetu a používá MPC pro skryté sázky.
Imagine a prediction market, but instead of betting on elections or sports, you’re staking tokens on whether a specific software engineer will get hired. That’s Benchdot Markets, which went live on Solana’s Mainnet on August 24 courtesy of Arcium, the encrypted computation network that styles itself as a privacy-focused “encrypted supercomputer.”
The platform introduces what Arcium calls “opportunity markets,” a category it claims is the first of its kind in digital assets. Companies post open roles with optional prize pools attached, and participants called “scouts” stake on candidates they believe will land the job. If their pick gets hired, they earn a share of the bounty. If not, their stake gets refunded.
Alpha numbers that actually look solid Benchdot didn’t materialize overnight. The platform ran a Devnet alpha phase starting April 27, 2026, and the early traction was noteworthy. Over 4,000 users signed up within the first week alone.
By the time the alpha wrapped up, 900 unique participants had staked across 12 distinct markets, creating 276 options in total. The combined stake volume hit $7.67M.
Why privacy matters in hiring markets The core pitch for Benchdot hinges on a real problem with transparent prediction markets: herding and front-running. When everyone can see where stakes are flowing in real time, participants tend to pile into the same positions, diluting the quality of the signal.
Arcium addresses this with multi-party computation, or MPC. In practical terms, MPC lets multiple parties jointly compute a result without any single party seeing the raw inputs. Applied to hiring, this means scouts can stake on candidates without their choices being visible to other participants or even to the hiring company until the market resolves.
Arcium’s broader trajectory Benchdot Markets sits within a larger ecosystem that Arcium has been methodically building. The network reached Mainnet Alpha back in February 2026, establishing the foundational infrastructure for confidential applications on Solana.
Four months later, in June 2026, Arcium released its governance and utility token $ARX, giving the ecosystem a native economic layer. The project has raised more than $7.5M to date and supports over a dozen teams building confidential applications on its infrastructure.
The Solana angle is also strategic. Solana’s low transaction costs and high throughput make it a natural home for a product that requires frequent staking interactions across many participants.
What this means for the market The refund mechanism for unsuccessful stakes lowers the barrier for participation. Unlike traditional prediction markets where losing bets evaporate, Benchdot’s model means scouts only lose opportunity cost, not principal.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Solana 21. srpna spálila tokeny SOL v hodnotě 87 000 USD, což je nejvíce za téměř sedm měsíců. Nárůst souvisí s vyšší aktivitou na síti a objemem transakcí.
Solana registered its largest daily token burn in nearly seven months, destroying $87,000 worth of SOL on August 21. This spike in burns coincides with surging on-chain activity and increased transaction volumes across the network.
Burn mechanisms and rising on-chain activityThe Solana blockchain automatically removes half of all base transaction fees from SOL’s circulating supply. Under normal network conditions, around $47,000 worth of SOL is burned each day. The sharp rise to $87,000 followed a period of heightened on-chain usage and growing decentralized finance (DeFi) volumes.
Validator services such as Helius and Jupiter, along with developer collectives like Anza, influence the economics behind these burns. Additional involvement comes from organizations that actively manage crypto treasuries, such as DeFi Development Corp and Forward Industries. All together, these entities support an environment in which burn rates directly reflect real-world network demand.
Burn levels are integral to Solana’s broader supply and value dynamics. Each day, approximately 60,000 SOL is newly minted and the historical daily burn typically ranges near 650 SOL. The recent uptick means net inflation trends lower, a factor closely monitored by ecosystem participants.
Recent spikes in user activity and fee revenue enabled Solana to destroy $87,000 of SOL in a single day, its highest level in seven months, pushing net inflation lower and highlighting robust demand for block space and DeFi applications on the network.
Governance proposals and inflation outlookThe community is currently voting on Solana governance proposals SGP-0002 and SGP-0003, both of which are set to influence future burn patterns and network economics. A key technical update, SIMD-0553, seeks to introduce resource-based fees, which would elevate daily burns to between 7,500 and 9,000 SOL—potentially totaling up to $6.2 million. Another proposal, SIMD-0550, would accelerate a deflationary shift, targeting an inflation rate of 1.5% by 2029.
Validator concerns center on cost predictability and the impact of these changes on staking rewards and token supply. Adjustments to burn rates can affect validator incomes and require stakeholders to adapt as deflation becomes more pronounced.
Mini dictionary: Validators, also known as node operators, are responsible for securing the Solana network, processing transactions, producing new blocks, and earning staking rewards. They play a crucial role in implementing network proposals and ensuring the blockchain’s integrity.
Date/EventDaily SOL BurnUsual RangePotential Maximum (Projected)August 21, 2024$87,000$47,000$6.2 million (SIMD-0553)Impact on investors and ecosystemHigher burn rates can offer benefits for both institutional and retail investors by controlling the supply and potentially supporting the valuation of SOL over time. From the perspective of network developers, payment systems, and DePIN builders, stronger burn signals real activity, demonstrating Solana’s competitiveness compared to blockchains such as Ethereum and various Layer 2 networks.
The ecosystem continues to watch the ongoing governance votes, which end on August 29. The outcome is expected to shape Solana’s supply dynamics and validator economics in the months ahead.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Internet Computer nyní umožňuje chytrým kontraktům přímo ovládat adresy na Bitcoinu, Ethereu a Solaně bez bridge, wrapped assetů nebo oraclů. Vývojáři tak mohou na základní vrstvu Bitcoinu posílat skutečné $BTC bez třetí strany.
What Chain Fusion DoesSmart contracts on @dfinity's Internet Computer, known as canisters, can now control Bitcoin, Ethereum, and Solana addresses outright, signing and submitting transactions with no bridge, wrapped asset, or oracle involved. The protocol calls this design Chain Fusion.
How the Key Never Gets AssembledThe core mechanism is threshold signing: a private key that is never fully assembled in one place. Canisters can request a signature but never access the underlying key material.
Spending $BTC still follows Bitcoin's own rules. Bitcoin uses an unspent transaction output (UTXO) model, which requires one signature for every coin fragment used as an input. meaning $ICP's derived keys conform to the same standards that existing Bitcoin and Ethereum wallets already use.
The practical upshot is that developers can write smart contract logic on the Internet Computer that moves real $BTC on the Bitcoin base layer, without wrapping it or routing it through a third-party custodian.
Sources
Internet Computer: Chain-key signatures
ICP Developer Docs: Chain Fusion
DFINITY: ICP Further Advances Chain Fusion With Latest Bitcoin Milestone
Bitwise Solana Staking ETF (BSOL) dosáhl za jediný den téměř 100 milionů USD objemu obchodů. Fond má už zhruba 760 až 770 milionů USD ve spravovaných aktivech.
The Bitwise Solana Staking ETF (BSOL) saw nearly $100 million in trading volume in a single day, a milestone that underscores just how much institutional and retail demand has built around yield-generating crypto products.
BSOL, which trades on NYSE Arca, isn’t just a passive SOL tracker. It stakes 100% of its holdings, meaning investors get both price exposure to Solana and staking rewards in a single regulated wrapper. That dual value proposition, combined with a rock-bottom 0.20% management fee, has clearly resonated with the market.
From launch day fireworks to sustained momentum When BSOL debuted on October 28, 2025, it generated first-day volume between $55.4 million and roughly $69.5 million.
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Assets under management told an even more compelling story. The fund launched with approximately $217 million in AUM, blew past $500 million by November 2025, and has since climbed to roughly $760 to $770 million.
Bitwise waived the 0.20% sponsor fee entirely on the first $1 billion in assets for a three-month introductory period, making the cost of entry effectively zero for early adopters.
The staking yield adds another layer. SOL staking rewards have historically averaged around 7%, representing a differentiated income stream for investors already comfortable with digital asset exposure.
Tokenization enters the picture On August 13, 2026, Bitwise announced it would explore tokenizing BSOL shares through a partnership with Superstate. If executed, this would allow the ETF’s shares to exist on-chain, potentially expanding both liquidity and access beyond the traditional brokerage rails that ETFs typically rely on.
The Superstate partnership is still in exploratory phases.
A crowded field, but BSOL found its lane What sets BSOL apart from a vanilla Solana ETF is the staking component. A roughly 7% annualized yield, even if variable, provides an income story that pure price-tracking products can’t match.
With AUM approaching $770 million and the $1 billion mark within striking distance, the fee waiver clock is ticking. Investors who want the zero-fee window still have a narrowing opportunity before the 0.20% fee kicks in.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Ověřený účet Kylie Jenner na X, který má zhruba 39,5 milionu sledujících, krátce propagoval Solana memecoin na Pump.fun, který po smazání příspěvků spadl z tržní kapitalizace 1,21 milionu USD pod 120 tisíc USD.
Kylie Jenner’s verified X account, which has roughly 39.5 million followers, briefly promoted a Solana memecoin on Pump.fun before the posts were scrubbed. The token tied to the now-deleted posts saw its market cap spike to $1.21 million, then collapse below $120,000 in what appears to be the latest in a growing pattern of celebrity account compromises used to pump short-lived tokens.
The posts directed followers to a Pump.fun page with the handle “cutekjenner” and included a Solana contract address. Both were removed shortly after publication, but not before on-chain observers and community members flagged the activity as almost certainly the result of a hack.
What happened on-chain The token associated with the contract address (6b7KQsXqb6JR5Nmeer5zGRmo51dwDfttM5b5Nu2rpump) launched on Pump.fun, Solana’s dominant memecoin launchpad. Within minutes of the posts going live from Jenner’s account, buying pressure pushed the token’s market cap to an all-time high of $1.21 million.
That peak didn’t last long. Once the posts disappeared, sellers took over. The market cap cratered to below $120,000, a drop of more than 90%.
A familiar playbook Throughout 2024 and into 2025, a string of high-profile X accounts were compromised using nearly identical tactics: gain access to a verified celebrity or brand account, post a Solana token address or Pump.fun link, let the FOMO do the rest, and cash out before anyone realizes the account holder had nothing to do with it.
Community reactions on both Pump.fun and X pointed to several red flags. The tone of the posts didn’t match Jenner’s typical content. The timing was abrupt. And the deletion, coming just minutes later, suggested either the real account holder regained access or the attacker pulled the plug after extracting enough value.
As of the immediate aftermath, neither Kylie Jenner nor her representatives had issued any official statement about the incident.
The mechanics of celebrity account exploits Pump.fun has become the de facto venue for this type of attack because of how frictionless it makes token creation. Anyone can launch a Solana token on the platform in seconds, with no vetting or approval process.
The exploit relies on a simple asymmetry: the attacker knows the post is fake, but the 39.5 million people who follow Kylie Jenner do not. Even if only a tiny fraction of those followers act on the post, the resulting buy pressure on a low-liquidity token is enough to generate a massive price spike. The attacker, who presumably loaded up on the token before posting, sells into that spike.
A token that briefly hits $1.21 million in market cap on Solana, where transaction fees are negligible, represents a potentially significant payday for whoever holds a large percentage of the supply at launch.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Oklo tvrdí, že 94 000 metrických tun použitého jaderného paliva v USA má energetický potenciál až 1,3 bilionu barelů ropy. Firma chce palivo recyklovat pro pokročilé reaktory, ale závod má začít vyrábět kovové palivo až na počátku 30. let.
For decades, the U.S. has treated spent nuclear fuel as one of the biggest environmental problems left behind by nuclear power, with roughly 94,000 metric tons of spent fuel stored in facilities across the country. And while the materials are safely contained, some of the isotopes in this spent fuel have a half-life of nearly 25,000 years -- so yes, they're dangerous, and an enormous liability.
But Oklo (OKLO -5.70%) is proposing something audacious. The company argues that all that fuel sitting in storage still contains enormous amounts of usable energy. And you know what? The science -- and more importantly, the regulators -- support the premise.
Image source: Getty Images.
This is where Oklo sees the silver lining -- one that could rival some of the world's largest energy reserves. But is all this a pipe dream, or is there an actual business opportunity here? And more importantly, how close is Oklo to taking this opportunity and delivering a real return on investment?
Inside Oklo's $1.68 billion nuclear fuel recycling plan In 2025, Oklo announced plans to build a fuel recycling facility in Tennessee as part of a larger $1.68 billion advanced fuel center project.
"The recycling facility will recover usable fuel material from used nuclear fuel and fabricate it into fuel for advanced reactors," the company said in its announcement. "This process can reduce waste volumes for more economical, clean, and efficient disposal pathways."
But the even bigger headline here is that the estimated 94,000 metric tons of used nuclear fuel could generate energy equivalent to 1.3 trillion barrels of oil. That's five times Saudi Arabia's estimated oil reserves.
The U.S. Department of Energy itself notes that more than 90% of the potential energy in spent nuclear fuel remains even after it has been used in a conventional reactor. So that's a viable claim.
Oklo CEO Jacob DeWitte highlights the claim, saying, "By recycling used fuel at scale, we are turning waste into gigawatts, reducing costs, and establishing a secure U.S. supply chain that will support the deployment of clean, reliable, and affordable power."
Now, those are some big numbers being thrown around, so let's frame it against the potential scope of this opportunity.
The U.S. operates a once-through nuclear fuel cycle. Uranium is mined, processed into fuel, used in reactors, and then stored as waste. It's not exactly the most efficient or environmentally friendly of processes. Oklo's proposal would move away from that strictly once-through model by recovering usable material from spent fuel.
Even better, DeWitte says its recycling process can shorten the material's half-life from tens of thousands of years to a few hundred years while also reducing the volume of the material up for final disposal. That plan checks every box on an ESG rating scorecard.
And on top of that, many U.S. leaders view the country's dependence on imported oil as a major strategic vulnerability. One need only look at the havoc caused by the repeated closure of the Strait of Hormuz this past year to see just how vulnerable the global energy market is.
So, Oklo's planned recycling program could potentially become a valuable piece of America's energy-security strategy.
The risks behind Oklo's ambitious nuclear timeline But there's a caveat here: While the proposal is ambitious, it's also theoretical.
The fuel recycling plant isn't expected to begin producing metal fuel until the early 2030s. It doesn't even have a groundbreaking date set yet.
On top of that, it also needs to work within the company's larger Aurora reactor business, which is still moving through the regulatory and development process.
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Granted, Oklo has managed to jump some hoops since the initial announcement. It received a DOE start-up authorization for its Groves Isotope Test Reactor in Texas in July 2026. Then, in early August, it achieved a controlled, self-sustaining nuclear chain reaction at low power -- a criticality in nuclear science terms. This is an important step toward establishing operating experience and demonstrating deployment capabilities that could inform Oklo's future commercial facilities.
But the fact remains that Oklo does not yet have an operating commercial nuclear power reactor, nor is it anywhere close to completing the fuel recycling facility.
So it's a bet, and a long one at that.
And yet, many Wall Street analysts are willing to underwrite that bet, with the stock getting a solid Moderate Buy rating from consensus estimates. So if you're willing to go the distance, Oklo is a viable long-term choice, but it needs to execute and deliver for all this to make sense.
Poradce Shiba Inu Mazrael popřel fámy o obnovení projektu a varoval, že jde o podvodné snahy zmást komunitu. Zároveň vyzval k opatrnosti kvůli falešným odkazům a zprávám o migraci.
Shiba Eternity advisor and long-time Shiba Inu community member Mazrael addressed recent speculation regarding a potential restart of the Shiba Inu project, firmly dismissing such rumors as untrue.
The speculation gained traction after X user RuggRat claimed that Shiba Inu could be undergoing not only a change in direction but a complete restart. RuggRat referenced a proposal discussed in a community forum, alleging it could signal a total break from the current project roadmap.
According to RuggRat’s post, the proposal suggested detaching the Shiba Inu ecosystem from elements still managed by previous leadership. Specific measures cited included moving away from the existing infrastructure, migrating to a different blockchain, building a new ShibaSwap platform, and steering clear of the Shib.io website due to lingering control by the former team. The post also mentioned considering the removal of Zama, an advanced cryptography protocol, from the project’s future plans, as well as a potential reevaluation of tokens such as BONE, LEASH, and TREAT, and a comprehensive overhaul of governance and community systems.
Mini dictionary: Zama is a company specializing in cryptographic protocols, developing solutions for privacy and confidentiality in blockchain applications using fully homomorphic encryption.
The post implied that this would mark a clear shift away from a near-term vision based on Shibarium, Shiba Inu’s Layer 2 blockchain, as well as confidentiality features provided by Zama and the established structure supported by many holders.
Advisor Denounces False Claims and Highlights Scam RisksRuggRat also included a link to a page titled ‘Shiba DAO,’ which carried a warning stating the content may be linked to scams or malicious activity. Additional users flagged the proposed ‘reconstruction’ as a potential scam.
Mazrael quickly responded to these claims, calling attention to the deliberate spread of misinformation. In a direct reply to RuggRat’s post, Mazrael wrote,
“Funny how you keep this up knowing it’s fake.”
He further underscored that attempts to promote a so-called project restart are false and intended to deceive the community. Another user echoed this sentiment, referring to the ‘reconstruction’ claims as a clear scam effort. Mazrael emphasized that the posts were an orchestrated effort to mislead the Shiba Inu supporter base.
This situation comes amid a period of heightened caution within the Shiba Inu ecosystem. There has been a rise in scam activity, particularly around false migration information distributed via Telegram channels. Scammers have reportedly posted misleading migration messages after muting and banning project developers from these channels.
Mazrael identified specific malicious actors as the originators of the fake migration claims and the false restart proposal, clarifying that these individuals have no connection to ShibaSwap, Shibarium, or related project developments, including Zama’s technology.
He reiterated that these individuals “have nothing to do with ShibaSwap or Shibarium and much less with Zama.”
Shiba Inu community members are urged to remain vigilant, refrain from visiting unofficial websites or opening suspicious links, and take necessary precautions to protect their funds from potential theft attempts.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Ankr byl přidán do sBTC signer setu na Stacks, kde pomáhá schvalovat a zabezpečovat transakce s sBTC navázanému na Bitcoin. Skupina nyní zahrnuje 14 operátorů a k potvrzení transakcí je potřeba alespoň 10 podpisů.
Ankr, the decentralized infrastructure provider, has been added to the sBTC signer set on Stacks, joining a small group of operators tasked with validating and securing Bitcoin-pegged transactions on the Layer 2 network.
For those unfamiliar with the setup: sBTC is a token on Stacks that’s pegged 1:1 to Bitcoin. The signer set is the group of operators who collectively approve the minting and movement of sBTC, functioning like a multi-signature committee that keeps the peg honest.
How the signer model works The initial sBTC signer set launched with 14 operators after one original nominee withdrew before go-live. Transactions require approval from at least 10 of those 14 signers, a threshold designed to balance security with operational efficiency.
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Signers aren’t chosen at random. Operators must meet strict criteria around uptime, geographic diversity, and technical capability.
sBTC deposits went live on mainnet on December 17, 2024, with withdrawal functionality expected to follow in March 2025.
What Ankr brings to the table Ankr operates a Bitcoin Secured Infrastructure platform that provides RPC services, validator solutions, and customizable tooling aimed at Bitcoin-related protocols.
“We’re thrilled to support Stacks and sBTC to build Bitcoin’s future.”
That’s Ankr Co-Founder and CEO Chandler Song, who framed the partnership as part of a broader push to extend Bitcoin’s utility beyond simple value transfer.
Ankr’s participation aligns with the Stacks Foundation’s “Best and the Brightest” campaign, an initiative that highlights key institutional supporters of sBTC.
The bigger picture for Bitcoin DeFi The sBTC signer model is designed to evolve over time. The current structure is intended as a stepping stone toward a more permissionless system, with plans to integrate signer selection with Stacks’ Proof of Transfer consensus mechanism, which itself is anchored to Bitcoin’s own blockchain.
Broader rotations within the sBTC signer set have been noted over time, with other institutional participants cycling in and out.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Morgan Stanley tvrdí, že ne-AI byznys SpaceX téměř celý ospravedlňuje současnou valuaci a AI je v ceně téměř zdarma. Analytik Adam Jonas vidí cenu akcie až na 300 USD za akcii během jednoho roku.
A funny thing happened when Space Exploration Technologies (SPCX -1.44%) reported earnings this month. First, SpaceX declined 13.6% despite beats on both earnings per share and sales for the company. SpaceX lost only $0.09 per share in the quarter, where Wall Street had predicted a $0.29-per-share loss. Sales of $7.8 billion eclipsed forecasts by $1 billion.
Potentially worse news for investors, the earnings announcement triggered a "lock-up" expiration, permitting SpaceX insiders to sell 20% of their stock. A second lock-up expires later this week, when SpaceX passes the 70-days-after-IPO mark, allowing another 7% of the stock to be sold.
But instead of continuing to fall, SpaceX stock did a U-turn. It recovered all its losses and by Wednesday's close was back above its IPO price and trading for $140 a share.
And one Wall Street analyst thinks this is only the beginning of the rally for SpaceX stock.
Image source: The Motley Fool.
Morgan Stanley loves SpaceX stock SpaceX today carries a market capitalization of $1.9 trillion. It has no profit to back up that valuation, granted, thanks to an artificial intelligence division that's losing more than $1 billion per quarter -- and burning through tens of billions of dollars per year.
But that doesn't scare Morgan Stanley one bit.
In a note released last week, MS analyst Adam Jonas argues that SpaceX's non-AI businesses alone support nearly all of the present value of SpaceX stock, based on a combination of forecast sales and "earnings before interest, taxes, depreciation, and amortization" (EBITDA). To hear Jonas tell it, SpaceX AI comes basically free of charge on top of what investors are already paying for the rest of SpaceX.
Valuing SpaceX as a sum of its parts Here's how the math works.
Over the past 12 months, the Space and Connectivity divisions of SpaceX -- essentially, everything not AI -- generated a combined $17.9 billion in sales and $8.6 billion in EBITDA, according to data from S&P Global Market Intelligence. AI generated $5.1 billion in sales, but negative EBITDA of $313 million.
Jonas, however, foresees incredible growth for SpaceX over the next couple of years, in Space and Connectivity, and especially in AI.
The analyst calculates that earnings from Space and Connectivity justify the first $127 of SpaceX's current $140 share price -- so 91% of the stock's total market cap. Valuing the stock at 52 times 2028 EBITDA, and reverse-engineering Jonas' math, implies a forecast of $31.5 billion in EBITDA for Space and Connectivity in 2028 -- a 266% increase in just two years.
Meanwhile, consensus estimates on Wall Street have SpaceX as a whole generating $126.8 billion in EBITDA in 2028. Backing out the $31.5 billion contribution from Space and Connectivity, the AI division flips from a loss today to a $95.3 billion EBITDA profit just two years from now.
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How to value SpaceXAI This is a bold prediction. Assuming these estimates are correct, investors are valuing Space and Connectivity EBITDA at a 52 multiple. But they're valuing EBITDA from AI at an ultralow 1.7, giving this division a standalone market capitalization of just $162 billion.
What's more, they're doing this even though -- again, assuming Jonas' numbers are right -- SpaceX's AI division will be growing not just sales but profit many times faster than its Space and Connectivity divisions are growing.
Is that fair? Are investors assigning the "right" price to SpaceX AI?
Well, $162 billion might seem like a fair price to pay for an AI business currently generating negative EBITDA. It might even seem generous. But if two years of hypergrowth grow SpaceX's AI division to the point that it's generating 75% of SpaceX's profit, you'd expect investors would happily pay a much higher price for it. Accordingly, Jonas argues that SpaceX stock, which costs $140 today, could easily reach $300 per share within one year -- and potentially hit $600 in a bull-case scenario.
I remain skeptical. With all due respect to Jonas, I'm going to wait and see SpaceX's AI division prove that it can earn any profit at all before engaging in speculation about how fast it can grow its profit. Still, the possibility is intriguing.
If Jonas' estimates bear fruit, SpaceX stock could be a screaming buy.
Berkshire Hathaway v pondělí vzrostla o 1,3 %, zatímco většina velkých čipových titulů klesla. Firma drží zhruba 360 miliard USD v hotovosti a v krátkodobých státních dluhopisech.
Berkshire Hathaway's (BRKA +1.63%)(BRKB +1.71%) B shares rose about 1.3% Monday morning, to about $502 as of this writing, while the market's chip complex went the other way.
Nvidia fell about 2%, down for a seventh session in a row. Advanced Micro Devices dropped about 3%, Broadcom about 2%, Intel about 3%, and Micron Technology about 5%.
That is every major chip stock down on a day the S&P 500 (^GSPC -0.28%) slipped only modestly, and the biggest conglomerate in the index up more than a percent.
A divergence this clean on one day can be noise. But this one has a logic to it, and I think the logic is worth understanding even if Monday doesn't repeat.
Image source: Getty Images.
A $360 billion pile of cash and Treasury billsBerkshire attracts money on days like this because of what it owns.
At the end of June, the conglomerate held about $35 billion in cash and about $325 billion in short-term U.S. Treasury bills in its insurance and other businesses -- about $360 billion combined. That money is not a bet on anything. It earns interest while it waits, and no sell-off in artificial intelligence (AI) infrastructure touches a dollar of it.
The operating businesses sit just as far from the build-out. Berkshire's earnings come from car insurance and reinsurance, a railroad, electric utilities, and dozens of manufacturers and retailers.
Second-quarter operating earnings rose 16% year over year to about $13 billion. The manufacturing, service, and retailing group grew 24%, Berkshire Hathaway Energy's earnings climbed 27%, and the BNSF railroad earned about $1.6 billion, up 6% year over year.
Insurance was the soft spot. Underwriting earnings fell 13% year over year, and insurance investment income slipped 9% to about $3.1 billion. None of those results depends on the price of a graphics processing unit.
Even the stock portfolio leans away from the theme.
Berkshire's biggest holdings are Apple, American Express, Alphabet, Coca-Cola, and Bank of America -- consumer and financial franchises, except for one. The Alphabet stake, worth about $37 billion after roughly $17 billion of buying in the second quarter, is Berkshire's one large bet adjacent to AI. The portfolio holds no chipmaker at all.
Earnings that don't need the boomOf course, Berkshire isn't immune to a market decline. In a real downturn, its railroad hauls less freight and its stocks fall with everyone else's.
The point is narrower. Berkshire's earnings power doesn't require the AI spending boom to continue. Monday, that independence was what investors paid for.
The nervousness has been building for a week. The iShares Semiconductor ETF fell 5.5% last week before Monday's drop, and Nvidia reports earnings Wednesday after the close. Gold, meanwhile, hit its highest level since May. Money is playing defense.
Berkshire has also been supporting its own stock. The company repurchased about $4.5 billion of its shares in the second quarter, a sharp step-up from the $235 million it spent on buybacks in the first. And Berkshire was a net buyer of about $20 billion of stocks during the quarter -- evidence the conglomerate still sees value in equities.
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Defensive day or rotation?So is Monday the start of something, or just a nervous session?
One day can't say. After all, Berkshire's B shares remain nearly 7% below their 52-week high of $537.74. The stock has hardly been the market's darling this year while AI growth stocks soared, and a single green Monday doesn't reverse that.
What can be said is what a buyer pays for the defensive qualities. At about $502, Berkshire's market value is about $1.1 trillion, which works out to about 21 times its annualized operating earnings. The reported price-to-earnings ratio is lower, at about 12, but that figure includes large investment gains that swing from quarter to quarter. On the steadier operating basis, Berkshire is arguably not the discount it was a few years ago.
Still, the stock offers something scarce right now, and Monday showed there's demand for it. Berkshire's earnings arrive either way, because premiums and freight don't wait on the AI build-out. And the $360 billion in cash and Treasury bills becomes more useful, not less, as other assets get cheaper.
At about 21 times operating earnings, none of that comes at a discount anymore. But on the first day in a while that investors seriously doubted the chip complex, Berkshire is what they bought. I don't think that is a coincidence.
Nvidia čeká na výsledky za 2. čtvrtletí; trh sleduje hlavně vývoj platformy Vera Rubin a hrubou marži. Odhad tržeb je 91,85 miliardy USD a upravený zisk 2,09 USD na akcii.
Nvidia (NVDA - Free Report) will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.
Expectations are understandably elevated, but the setup looks increasingly interesting as Nvidia’s valuation has compressed despite extraordinary earnings growth.
Beyond another potential top-and-bottom-line beat, Wall Street will be focused on the Vera Rubin product ramp, gross margins, and Nvidia’s growing role in financing the massive buildout of AI infrastructure.
Investors are certainly wondering if NVDA can gain momentum with shares up a somewhat subpar 12% year to date despite sitting on enormous gains of +800% in the last five years.
Image Source: Zacks Investment Research
Nvidia's Q2 ExpectationsThe Zacks Consensus Estimate calls for Nvidia to post Q2 revenue of $91.85 billion, representing a whopping 96% increase from $46.74 billion in the year-ago period. Adjusted earnings are projected at $2.09 per share, up 99% year over year.
Those projections are essentially in line with Nvidia's own guidance for $91 billion in revenue, plus or minus 2%, which notably assumes no Data Center compute revenue from China. Data Center sales remain the primary growth engine, with the Zacks Consensus calling for roughly $85.14 billion, or 107% YoY growth.
Is the Vera Rubin Ramp Taking Off?Perhaps more important than the headline Q2 numbers will be Nvidia's commentary surrounding its next-generation Vera Rubin platform, the company’s latest rack-scale AI supercomputer architecture designed to power the next era of agentic AI — systems that can reason, plan, and execute multi-step workflows at massive scale.
Nvidia announced in May that Vera Rubin was ramping into full production, with production shipments slated to begin this fall. More recently, the company said Rubin-based racks are already running at partners including CoreWeave (CRWV - Free Report) ), Alphabet’s (GOOGL - Free Report) ) Google Cloud, Microsoft’s (MSFT - Free Report) ) Azure, Oracle (ORCL - Free Report) ) Cloud Infrastructure, and Nebius (NBIS - Free Report) ).
Therefore, investors shouldn't necessarily expect Rubin to be a major Q2 revenue contributor. Instead, Wall Street will be looking for evidence that production remains on schedule, customer deployments are accelerating, and Rubin can provide another powerful growth leg as Nvidia's Blackwell series of AI chips matures. Any indication that Rubin is pulling forward orders could strengthen expectations for the second half of Nvidia's current fiscal 2027 and FY28.
Gross Margins Remain a Key CheckpointNvidia's profitability will also be closely scrutinized. Management guided for a 75% non-GAAP gross margin, plus or minus 50 basis points, essentially matching the 75% achieved during Q1.
That stability is important as investors assess higher memory and component costs associated with increasingly sophisticated AI systems. Some analysts expect modest pressure during the Rubin transition, but maintaining gross margins in the mid-70% range would reinforce Nvidia's enormous pricing power and help alleviate concerns that escalating hardware costs are eating into profitability.
Image Source: Zacks Investment Research
How Much of Nvidia's Balance Sheet Is Supporting the AI Boom?Another emerging concern is Nvidia's increasingly aggressive effort to help finance the infrastructure that ultimately purchases its chips.
Most notably, Nvidia has provided up to roughly $105 billion of financial backing tied to an OpenAI data-center project in Ohio and is investing another $1.5 billion in SB Energy to support those efforts. Importantly, the $105 billion figure is a contingent backstop involving certain lease, power, and residual-value obligations rather than an immediate $105 billion cash expenditure.
Nvidia has also teamed with major Wall Street firms on a framework intended to mobilize more than $500 billion of third-party capital for AI infrastructure, which could shift more of the financing burden away from Nvidia itself.
Still, investors have reason to monitor the exposure, even with Nvidia ending Q1 with nearly $80.6 billion in cash and equivalents, while generating an exceptional $50.3 billion of operating cash flow during the quarter.
The balance sheet remains extremely strong, but Wall Street will want greater clarity on how much capital Nvidia ultimately intends to put behind customers and AI infrastructure projects, especially if these commitments keep expanding.
Image Source: Zacks Investment Research
Nvidia's Valuation May Be More Attractive Than It LooksDespite Nvidia's massive market capitalization, its valuation no longer looks particularly excessive relative to its growth rate.
NVDA is trading at 24X forward earnings, near the low end of its five-year P/E valuation range. Furthermore, Nvidia’s PEG ratio is around 0.34 with the optimum level being less than 1.0, meaning investors are paying less than one unit of P/E multiple for each unit of expected earnings growth—a metric that can make Nvidia look surprisingly inexpensive on a growth-adjusted basis.
This valuation disconnect has caught Wall Street's attention. Bank of America (BAC - Free Report) ) has argued that Nvidia is significantly undervalued compared with other AI-compute names, while Cantor Fitzgerald has similarly suggested the market is failing to fully price in Nvidia's longer-term earnings power.
Of course, PEG ratios become less useful when growth rates are exceptionally high, but Nvidia's combination of nearly triple-digit Q2 earnings growth and a mid-20s forward P/E certainly makes its valuation harder to characterize as expensive.
Image Source: Zacks Investment Research
Bottom Line: Is NVDA Stock a Buy Before Earnings?Nvidia still has plenty to prove when it reports Wednesday. Investors will want another strong quarter, an encouraging Vera Rubin ramp, resilient gross margins, and reassurance that the company's expanding AI-financing ambitions won't create unnecessary balance-sheet risk.
That said, a 24X forward P/E looks increasingly compelling if Nvidia can sustain even a fraction of its current earnings growth rate. The long-term AI investment thesis remains strong, although elevated expectations could produce significant post-earnings volatility even if results exceed consensus estimates.
For now, NVDA lands a Zacks Rank #3 (Hold), suggesting investors may want to maintain existing positions while looking for Wednesday's report to provide the next catalyst for a more bullish stance.
Digital Realty byla v Singapuru vybrána k výstavbě nového datového centra s kapacitou 50 MW na Jurong Island. Projekt má podpořit AI-ready a udržitelnou digitální infrastrukturu.
Digital Realty’s new Jurong Island location will expand its Singapore platform with AI-ready, sustainable capacity designed to support the country’s next chapter of digital growth | Source: Digital Realty Trust, L.P.
AUSTIN, Texas, Aug. 24, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world's largest cloud- and carrier-neutral data center platform, today announced it has been selected under Singapore’s second Data Center Call for Application (DC-CFA2), with a provisional allocation of 50 megawatts (MW) of capacity to develop a new data center at Jurong Town Corporation’s low-carbon data center park on Jurong Island – a milestone that reinforces Singapore’s position as a trusted, connected and sustainable digital infrastructure hub for Asia.
The selection marks the next phase of Digital Realty’s long-term growth in Singapore and will expand the company’s ability to support customers deploying the next wave of AI inference, high-performance computing and enterprise digital workloads across Asia Pacific. Purpose-built for Singapore’s digital economy priorities, the new facility will be designed to meet DC-CFA2’s requirements for best-in-class energy efficiency and power more than 50% of its capacity through green energy pathways.
Digital Realty was selected through an open competitive process led by the Singapore Economic Development Board (EDB) and the Infocomm Media Development Authority (IMDA). The awarded proposals were recognized for their ability to strengthen Singapore’s position as a trusted hub for AI, digital infrastructure and network connectivity, as well as to contribute to innovation and economic development, and advance the country’s sustainability objectives.
“Singapore has long been a strategic market for Digital Realty, and we are honored to be selected under DC-CFA2 at such an important moment for the country’s digital future,” said Serene Nah, Managing Director and Head of Asia Pacific, Digital Realty.
“Through DC-CFA2, we plan to expand on Jurong Island with next-generation AI-ready infrastructure. Sustainability is central to how we operate at Digital Realty, and we are committed to scaling responsibly as demand grows. We are grateful to the Singapore Government, lead agencies, our customers and partners for their continued trust and collaboration, and to our employees whose dedication makes this possible. We look forward to providing additional infrastructure to sustainably serve our customers in this leading global digital hub,” she continued.
Singapore has been a cornerstone of Digital Realty’s Asia Pacific strategy since establishing operations in the country in 2010. Today, it is home to Digital Realty’s regional Asia Pacific headquarters, Global Command Center, and three operational data centers with approximately 84 MW of combined capacity - giving the company a deep operating base from which to support Singapore’s continued growth as a regional digital hub.
Demand for digital infrastructure continues to grow as organizations expand cloud adoption, digital services, and enterprise data processing. AI is accelerating this growth across industries, including financial services, technology, logistics, and healthcare - sectors where Singapore plays an important regional role. As enterprises increasingly deploy AI in production, infrastructure requirements are also evolving. AI inference requires workloads to be located closer to users and enterprise data, supported by strong connectivity, resilience, and security.
Singapore’s combination of connectivity, trusted governance, and highly developed digital ecosystem positions it to play an increasingly important role in supporting these workloads across the region. Once operational, Digital Realty’s fourth Singapore data center is expected to strengthen this role by expanding the capacity available for high-value AI and enterprise deployments, connecting customers to its global PlatformDIGITAL® ecosystem. The new facility will expand Digital Realty’s interconnected Singapore campus and is connected globally via ServiceFabric®, a service orchestration platform that connects the campus with other Digital Realty and 3rd party data centers globally to enable seamless connectivity, data exchange, and workload deployment across sites.
The new Jurong Island facility will also build on Digital Realty’s longstanding sustainability initiatives in Singapore. The company’s existing Singapore operations already achieve 100% renewable energy coverage through direct retail energy agreements with Tuas Power. Digital Realty has also collaborated with IMDA on Singapore’s tropical data center standard, demonstrating that higher chilled-water operating temperatures can improve energy efficiency without compromising operational resilience.
Drawing on the tropical data center standard, Digital Realty increased operating temperatures by 2°C across two data halls, reducing overall energy consumption by approximately 2-3% during the pilot period. In addition, Digital Realty uses sophisticated Building Management Systems to monitor more than 30,000 infrastructure points across its Singapore facilities, including real-time Power Usage Effectiveness (PUE).
Digital Realty plans to continue investing in resilient digital infrastructure, advancing energy and resource efficiency, and deepening local partnerships that support innovation, talent development and Singapore’s long-term digital competitiveness.
About Digital Realty
Digital Realty brings companies and data together by delivering the full spectrum of data center, colocation, and interconnection solutions. PlatformDIGITAL®, the company’s global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx®) solution methodology for powering innovation, from cloud and digital transformation to emerging technologies like artificial intelligence (AI), and efficiently managing Data Gravity challenges. Digital Realty gives its customers access to the connected data communities that matter to them with a global data center footprint of 300+ facilities in 55+ metros across 30+ countries on six continents. To learn more about Digital Realty, please visit digitalrealty.com or follow us on LinkedIn and X.
Investor Relations
Jordan Sadler / Jim Huseby
Digital Realty
(737) 281 – 0101 [email protected]
Safe Harbor Statement
This press release contains forward-looking statements which are based on current expectations, forecasts and assumptions that involve risks and uncertainties that could cause actual outcomes and results to differ materially, including statements related to the company's partnerships and expected benefits, expected completion dates, emerging technologies, artificial intelligence, sustainability goals, certifications and strategy and potential impact from sustainability initiatives customer demand and the company's strategy. For a list and description of risks and uncertainties, see the reports and other filings by the company with the U.S. Securities and Exchange Commission. The company disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.
1inch nyní podporuje tokenizované akcie Coinbase na Base, takže způsobilí uživatelé mohou obchodovat AAPLc, GOOGLc, METAc a NVDAc přímo v jeho dApp, Wallet i API.
Coinbase has brought a new range of tokenized equities to Base, using the B20 token standard. From day one, eligible users can trade supported assets through 1inch.
Traditional markets are moving onchain, and 1inch has always been at the forefront of these changes, supporting RWAs from Ondo, xStocks and Maple.
Now, 1inch also supports Coinbase tokenized stocks on Base. The initial selection includes assets linked to Apple, Alphabet, Meta and Nvidia.
The launch strengthens 1inch’s position as a gateway to tokenized real-world assets, giving eligible users direct access to Coinbase’s new B20-based equities on Base. Because B20 is compatible with existing ERC-20 infrastructure, these assets can plug into 1inch’s swap routing from day one, expanding choice while keeping access within the same DeFi trading flow.
Tokenized equities on BaseTokenized equities are blockchain-based assets designed to track or provide exposure to companies and other equity-related instruments.
By bringing them on-chain, issuers can connect traditional financial assets with programmable DeFi infrastructure. These assets can be held in compatible wallets and integrated into trading applications and other on-chain products, subject to the issuer’s terms and regional restrictions.
Base has identified tokenized markets as a major part of its 2026 strategy. The network aims to support equities, commodities and other asset classes across spot, tokenized, prediction and derivatives markets.
Coinbase’s new assets take this strategy a step further by launching on Base through B20, a token standard designed with tokenized finance in mind.
What is the B20 token standard?B20 is a Base-native standard for issuing fungible assets such as stablecoins, tokenized equities and other RWAs.
Unlike a conventional ERC-20 token deployed through an individual smart contract on the Ethereum network, B20 is implemented at the protocol level. It gives issuers a standardized framework without requiring them to build and audit a new token contract from scratch.
B20 supports built-in controls for functions such as minting, burning, pausing, supply limits and transfer policies. At the same time, it remains compatible with ERC-20 infrastructure, helping existing wallets, exchanges and DeFi applications interact with B20 assets.
The standard has two configurations:
Asset tokens, designed for RWAs, tokenized equities and other fungible assetsStablecoin tokens, which use a fixed six-decimal format and specify a fiat currency denominationThis combination of standardized issuance, issuer controls and ERC-20 compatibility is designed to make it easier to bring regulated and real-world assets on-chain.
Which Coinbase tokenized assets are supported?The initial selection available through 1inch includes:
AAPLc - AppleGOOGLc - AlphabetMETAc - Meta PlatformsNVDAc - NvidiaAvailability, liquidity and trading conditions may differ between assets. The tokens are not available in the US, UK and other restricted jurisdictions.
Trading Coinbase RWAs through 1inchEligible users can now access supported Coinbase tokenized assets on Base through the 1inch dApp, 1inch Wallet and 1inch APIs.
When you initiate a swap, 1inch scans available on-chain liquidity and routes your transaction along an efficient path. This removes the need to check individual liquidity venues manually.
To explore the assets:
Open the 1inch dApp.Connect a compatible wallet.Select Base as the network.Choose one of the supported tokenized assets.Review the route, rate and transaction details before confirming the swap.As with any new on-chain asset, liquidity may vary. Always verify the token, issuer information and transaction details before proceeding.
Towards an onchain futureTokenized equities connect familiar financial assets with open, programmable infrastructure. B20 provides Base with tokenization tools built directly into the network. Coinbase is using those rails to bring a new selection of equity-linked assets on-chain. And 1inch makes supported tokens accessible through its swap infrastructure from day one.
Explore Coinbase tokenized assets on 1inch.
Disclaimer: This campaign is operated by Merkl (Angle Labs), which calculates and distributes all rewards, and is subject to Merkl's applicable terms and policies. The campaign forms part of the tokenized-equities launch programme on Base; 1inch Network has contributed funding. It is not sponsored or endorsed by Base or Coinbase. Rewards are paid in USDC on qualifying purchases made through the 1inch dApp or 1inch Wallet and held through the applicable epoch; purchases made through other interfaces, integrations or APIs do not qualify. Rewards are not an investment opportunity, and no reward, rate or return is guaranteed. Reward calculations are final once processed. Campaign parameters may change, and the campaign may be modified, suspended or discontinued at any time. Participation is subject to eligibility, geographic, integrity and compliance screening, and any wallet or participant may be excluded from the campaign or from rewards on that basis at any time; attempts to circumvent geographic or eligibility restrictions, including through VPNs or other means, result in exclusion and forfeiture of rewards. Rewards must be claimed on the Merkl app and may cease to be claimable after the end of the campaign. Tokenized stocks are issued by third parties and are subject to the issuer's terms and to transfer and regional restrictions; their availability, liquidity, transferability and market value may fluctuate, are not guaranteed and are outside the campaign's control. 1inch is not the issuer of, and is not responsible for, any tokenized asset. You are solely responsible for any taxes arising in connection with rewards or trading. Any figures shown on campaign interfaces are informational only and not a promise of returns. By participating in the campaign or claiming rewards, you agree to the campaign rules described in this post and to the 1inch.com Terms of Use, which also apply to campaign participation to the extent relevant. Not available to persons located in, residents of, or accessing from the United States, Canada, the United Kingdom, Australia, Singapore, Switzerland, or any sanctioned or otherwise restricted jurisdiction. Nothing in this post constitutes financial, investment, legal or tax advice, or a recommendation, solicitation or inducement to buy or sell any security or other asset.
Plug Power ve čtvrtletí snížil ztrátu na 188 milionů USD z 1,7 miliardy USD ve stejném období před rokem. Hrubá marže se zlepšila na minus 1,7 milionu USD z hrubé ztráty 53,5 milionu USD.
Under new CEO Jose Luis Crespo, Plug Power (PLUG -4.41%) seems to be staging an impressive turnaround.
In 2025, under its former CEO, the popular hydrogen stock posted a massive $1.7 billion loss. Compare that figure to Plug Power's $3.2 billion market cap, and you can quickly appreciate the company's dire financial position.
Last quarter, however, Plug Power posted a loss of just $188 million, a run rate below $800 million per year. While not an obvious cause for celebration, narrowing losses suggest the company is headed in the right direction. Gross profit came in at negative $1.7 million, a sizable improvement to the $53.5 million gross loss posted the year prior.
Image source: Getty Images.
While unprofitable, Plug Power's management team claims roughly $2 billion in liquidity, though only $162 million is liquid cash, with another $672 million in restricted cash.
Rising sales of its GenEco hydrogen fuel systems, as well as rising hydrogen fuel sales thanks to a larger installed base, have Wall Street fairly bullish on the embattled stock. An average 12-month price target of $3.20 per share suggests roughly 40% in potential upside. Notably, two analysts recently reaffirmed their predictions, forecasting upside of 117% and 205%, respectively.
After a brief correction, Plug Power stock is roughly flat on the year despite the seeming turnaround. Should retail investors take advantage of the pullback? You may be surprised by the answer.
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Here's what Wall Street gets wrong about Plug Power's turnaround Plug Power's turnaround seems to have real legs. Revenue is rising by double digits due to strong demand for the company's GenEco hydrogen fuel systems. Earlier this year, Plug Power secured the largest order in its history: a 275-PEM electrolyzer system for Hy2gen, a Canadian conglomerate.
Rising demand has Wall Street excited not only about revenue growth potential but also about the prospect of reaching profitability. That would be huge, since Plug Power has yet to realize sustainable profits since its founding nearly three decades ago.
The issue with Plug Power as an investment doesn't strictly have to do with the company itself but with the industry it competes in. Many expert long-term forecasts of hydrogen demand have been cut in recent years for one simple reason: Hydrogen remains uneconomic relative to competing fuels such as natural gas, wind, and solar.
"We forecast the amount of hydrogen produced in 2050 will be 35% lower than we forecast in 2022. Clean hydrogen will see an even bigger decrease of 45%," one industry report concluded earlier this month. "Like most mainstream forecasters of the energy transition, the high cost of hydrogen and the lack of policy implementation have led us to revise our outlook."
Given this dynamic, Plug Power's end market demand will largely remain reliant on government subsidies and regulatory actions. In short, the company simply doesn't control its own future. So, while turnaround efforts are gaining traction, I remain leery that Plug Power will reach sustainable profits by the end of the decade.
HOUSTON--(BUSINESS WIRE)--WM (NYSE: WM) today announced the declaration of a quarterly cash dividend of $0.945 per share payable September 25, 2026, to stockholders of record on September 11, 2026.
ABOUT WM
WM (WM.com) is North America's leading provider of comprehensive environmental solutions. Previously known as Waste Management and based in Houston, Texas, WM is driven by commitments to put people first and achieve success with integrity. WM, through its subsidiaries, provides collection, recycling and disposal services to millions of residential, commercial, industrial, medical and municipal customers throughout the U.S. and Canada. With innovative infrastructure and capabilities in recycling, organics and renewable energy, WM provides environmental solutions to and collaborates with its customers in helping them pursue their sustainability goals. In North America, WM has the largest disposal network and collection fleet, is the largest recycler and is a leader in beneficial use of landfill gas, with a growing network of renewable natural gas plants and the most landfill gas-to-electricity plants, as well as the largest heavy-duty natural gas truck fleet in the industry. WM, through its subsidiaries, also provides collection and disposal services of regulated medical waste and secure information destruction services in the U.S., Canada and Western Europe. To learn more about WM and the company's sustainability progress and solutions, visit Sustainability.WM.com.
Injective's native token $INJ has climbed 39% over the past seven days, making it one of the standout performers among mid-cap cryptocurrencies. The token was trading at $5.74 at time of writing, adding 9.4% in 24 hours, with trading volume up 62% to $132 million. The broader market, by comparison, gained only low single digits over the same period.
SEC Transfer Agent Registration Drives Sentiment Much of the momentum traces back to a regulatory milestone reached last week.
, rather than a digital copy of a separate database entry.
Canary Capital ETF Filing Still Pending A separate regulatory catalyst is also in play.
The application remains pending with the regulator, and no timeline for a decision has been confirmed.
Together, the transfer agent registration and the outstanding ETF application represent a concentrated push by @injective into regulated U.S. capital markets infrastructure, which is fuelling the current price advance.
Sources:
Injective: SEC Transfer Agent Registration (Official Blog)
The Block: Injective Becomes SEC-Registered Transfer Agent
ETF.com: Canary Capital Files for First Staked INJ ETF
Injective Institutional Services získala registraci u SEC jako transfer agent pro tokenizovaná aktiva. Může tak vést evidenci vlastnictví cenných papírů přímo on-chain.
Injective Institutional Services has been officially registered as a transfer agent with the U.S. Securities and Exchange Commission, advancing the Injective blockchain ecosystem’s regulated role in digital asset markets. This step positions Injective, known for its proof-of-stake blockchain focused on decentralized finance, to maintain securities ownership records directly onchain through its regulated subsidiary.
SEC registration supports compliant onchain recordsTransfer agents are responsible for recording securities holders and processing changes in ownership, making them vital for the transparency and integrity of financial markets. By gaining registration status with the SEC, Injective Institutional Services is now authorized to perform these functions for tokenized assets that move across its blockchain infrastructure.
The SEC has clarified that transfer agents may use distributed ledger technology, including blockchain, as their official master securityholder file if they meet regulatory conditions. This means that ownership records for securities can now be managed onchain, providing a direct link between digital asset transfers and legally recognized ownership.
INJ announced, “With transfer agent registration, we can now offer regulated market participants a compliant backbone for tokenized securities, bridging traditional recordkeeping and blockchain-based asset movement.”
While the registration allows new technical capabilities, the SEC emphasizes that existing compliance, recordkeeping, and safeguarding rules still apply. The SEC’s requirements remain unchanged by the blockchain integration, ensuring market protections continue for all parties involved.
Mini dictionary: Transfer agent, a regulated entity that maintains securities ownership records, processes transactions, and distributes corporate actions such as dividends or interest payments.
Real-world asset pilot and institutional focusInjective’s expansion into regulated tokenization aligns with its broader strategy to bridge blockchain technology with real-world financial assets. In July, two major South Korean firms, POSCO International and LG CNS, selected Injective for a pilot project involving tokenized trade receivables from international commerce. Under this initiative, receivables will be issued, transferred, administered, and settled entirely onchain using Injective’s ecosystem.
This approach addresses the practical needs of institutions that require robust permission controls, regulatory compliance, and transparent administration. By integrating transfer-agent capabilities, Injective enables institutions to manage securities in compliance with regulatory frameworks while benefiting from blockchain efficiency.
Industry participants observe that steps such as SEC registration may encourage broader adoption by addressing legal and regulatory concerns that have previously slowed institutional engagement with tokenized real-world assets.
EntityRole in PilotBlockchain UsedAsset TypePOSCO InternationalPilot participantInjectiveTrade receivablesLG CNSPilot participantInjectiveTrade receivablesNext steps and outlook for regulated tokenizationInjective previously filed for transfer-agent registration in July and has highlighted its INJ Mint solution, which is designed for compliant token issuance linked to real-world assets. The new SEC approval is seen as supporting this ongoing approach, offering a foundation for institutions seeking safeguards in the rapidly developing tokenized securities space.
The effectiveness of these measures will depend on adoption rates among financial institutions and whether regulatory clarity fosters more pilot projects and use cases. As markets move towards further integration of traditional finance and blockchain technologies, Injective’s compliant offerings may serve as a model for future developments in the space.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Lennar v poslední seanci vzrostl o 1,31 % na 88,16 USD a za měsíc přidal 2,81 %. Trh očekává výsledky s EPS 1,31 USD a tržbami 8,33 mld. USD, obojí meziročně níž.
Lennar (LEN - Free Report) ended the recent trading session at $88.16, demonstrating a +1.31% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a loss of 0.28% for the day. On the other hand, the Dow registered a gain of 0.26%, and the technology-centric Nasdaq decreased by 0.77%.
Coming into today, shares of the homebuilder had gained 2.81% in the past month. In that same time, the Construction sector lost 1.81%, while the S&P 500 gained 2.31%.
Market participants will be closely following the financial results of Lennar in its upcoming release. In that report, analysts expect Lennar to post earnings of $1.31 per share. This would mark a year-over-year decline of 34.5%. Alongside, our most recent consensus estimate is anticipating revenue of $8.33 billion, indicating a 5.42% downward movement from the same quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $5.46 per share and a revenue of $32.27 billion, signifying shifts of -32.26% and -5.6%, respectively, from the last year.
Investors might also notice recent changes to analyst estimates for Lennar. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. Lennar is holding a Zacks Rank of #5 (Strong Sell) right now.
Looking at its valuation, Lennar is holding a Forward P/E ratio of 15.94. Its industry sports an average Forward P/E of 14.47, so one might conclude that Lennar is trading at a premium comparatively.
Meanwhile, LEN's PEG ratio is currently 2.92. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As of the close of trade yesterday, the Building Products - Home Builders industry held an average PEG ratio of 2.92.
The Building Products - Home Builders industry is part of the Construction sector. This group has a Zacks Industry Rank of 104, putting it in the top 43% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Trump Media hájí Truth API jako běžnou technologii sociálních sítí a chce jej licencovat i platformám pro drobné investory. Firma už má více než deset smluv o odběru a přidala jednoho z největších distributorů finančních dat.
Interim CEO Kevin McGurn at Trump Media & Technology Group (NASDAQ:DJT) used a television appearance on CNBC to defend the company’s newest revenue product, the Truth API, describing the underlying technology as standard practice across large social platforms. Speaking on CNBC on August 24, 2026, roughly four months into the role, McGurn framed the paid data feed as a response to institutional demand and a scalable licensing opportunity for the company.
The product, which launched on August 1, 2026, offers institutional customers low-latency access to public Truth Social posts. Trump Media disclosed more than ten customer agreements at the time of its Q2 report, and McGurn told CNBC the company had signed one of the largest financial data and information distributors at the end of last week.
McGurn’s Three-Part Defense of the Truth API McGurn’s argument rested on three points:
First, he characterized the demand as organic: “This was demand that came to us from the market. So we wanted to make sure that we satisfy that demand in the most brightly lit way for us.”
Second, he described the underlying technology as commonplace across social media: “The technology is a tried and true technology that’s been in the social media system for quite some time, more than a decade. So all of your big platforms run APIs into high frequency trading platforms, news and information services, prediction markets, you name it.”
Third, he framed the 50 millisecond speed advantage as a byproduct of internet delivery paths: “His information goes out all over the internet. It starts on Truth Social. It goes to Twitter, it goes to Reddit, and it goes to Instagram and TikTok. We give a 50 millisecond advantage in that post, but that is the internet delivery, right?”
He drew an analogy to legacy news access: “It’s the same reason why you have reporters on Air Force One. It’s the same reason why you have a White House press room, to get closer to the information.” McGurn did not directly address the central concern raised by critics, that family ownership of the company creates a conflict-of-interest question when institutional traders get earlier access to potentially market-moving presidential statements.
Congress and the Courts Are Starting to Push Back Senate Democrats have proposed legislation targeting the Truth API, and lawsuits have been filed alleging the president is unconstitutionally monetizing his position. These remain allegations and pending matters.
Economist Peter Schiff has publicly argued that presidential ownership makes the arrangement “not standard,” a view McGurn’s industry-comparison framing implicitly contests.
Trump Media Wants to Take the API From Wall Street to Main Street CEO McGurn outlined plans to expand distribution: “We want to license this not just to high-frequency trading platforms, but to retail trading platforms. So you take it from Wall Street to Main Street, and then go on to other types of information services.” He mentioned large language models and prediction markets as additional targets.
Trump Media reported Q2 revenue of $1.70 million, up 92.46% year over year, and a net loss of $238.11 million driven largely by $190.40 million in non-cash unrealized losses on digital assets and equity securities, per the Q2 earnings release. Shares closed at $9.30 on August 22, down 29.76% year to date and 47.64% over the trailing year.
Key Takeaways The open question for investors is whether Truth API revenue can scale into retail brokers, LLMs, prediction markets, and major data distributors while regulatory and legal scrutiny remains unresolved. McGurn, who has worked in the media business for almost 30 years, is betting the answer is yes. Watch quarterly disclosures on customer count and Truth API bookings, alongside the proposed Q4 2026 close of the TAE Technologies merger, for the next update.
Contact [email protected] for any questions or corrections.
Centrus Energy v Piketonu rozjela miliardovou expanzi závodu na obohacování uranu. Projekt má v Ohiu podpořit 1 000 stavebních a 300 provozních míst a zachovat 150 stávajících.
Ohio's growing role in strengthening U.S. energy security, advanced manufacturing, and the domestic nuclear fuel supply chain highlighted by state, federal, and industry leaders
High resolution photos/video of the Governor's tour are available HERE.
Additional photos and b-roll of the Piketon facility are HERE.
, /PRNewswire/ -- Centrus Energy (NYSE: LEU) today welcomed Ohio Governor Mike DeWine, Lt. Governor Jim Tressel, JobsOhio CEO J.P. Nauseef and other state, federal and community leaders to its uranium enrichment facility in Piketon, Ohio, for a discussion on Ohio's role in rebuilding America's domestic nuclear fuel supply chain and strengthening U.S. energy and economic security.
In September 2025, Centrus joined with Governor DeWine, Senator Jon Husted, Congressman Dave Taylor and other state and federal leaders to announce the company's multi-billion-dollar expansion of its uranium enrichment plant in Piketon, which is now underway.
"Ohio has created the conditions for companies like Centrus to make substantial investments and plan for the long term," said Amir Vexler, President and CEO of Centrus. "As we expand our operations here in Piketon, we are restoring a critical domestic capability, strengthening America's nuclear fuel supply chain, and creating opportunities for the next generation of Ohioans to build careers in one of our nation's most strategic industries. We are grateful for Governor DeWine's leadership and for the partnership of JobsOhio, the U.S. Department of Energy, and the local community as we work together to build America's energy future."
Centrus' expansion is expected to support 1,000 construction jobs in Ohio and 300 new operating jobs while retaining 150 existing jobs at the facility. The investment builds on Ohio's leadership in advanced manufacturing and workforce development and reflects the collaboration among government, industry and local communities that is helping position the state at the center of efforts to rebuild America's industrial base and secure its energy future.
About Centrus
Centrus Energy is a trusted American supplier of nuclear fuel and services for the nuclear power industry, helping meet the growing need for clean, affordable, carbon-free energy. Since 1998, the Company has provided its utility customers with more than 1,850 reactor years of fuel, which is equivalent to more than 7 billion tons of coal. With world-class technical and engineering capabilities, Centrus is pioneering production of High-Assay, Low-Enriched Uranium and is leading the effort to restore America's uranium enrichment capabilities at scale so that we can meet our clean energy, energy security, and national security needs. Find out more at www.centrusenergy.com or follow us on LinkedIn and X.
Forward Looking Statements:
This news release contains "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements mean statements related to future events, which may impact our expected future business and financial performance, and often contain words such as "expects", "anticipates", "intends", "plans", "believes", "will", "should", "could", "would" or "may" and other words of similar meaning. These forward-looking statements are based on information available to us as of the date of this news release and represent management's current views and assumptions with respect to future events and operational, economic and financial performance.
For Centrus Energy Corp., particular factors that involve uncertainty and could cause our actual future results to differ materially from those expressed in our forward-looking statements and which are, and may be, exacerbated by any worsening of the global business and economic environment include but are not limited to the following: the war in Ukraine and other geopolitical conflicts; our government contracts, including related to changes to the U.S. government's appropriated funding levels for HALEU and the government's inability to satisfy its obligations, and our lease to our facility in Piketon, Ohio; whether or when government demand for HALEU or LEU for government or commercial uses will materialize and at what level; the impact and potential extended duration of a supply/demand imbalance in the market for LEU; significant competition from major LEU producers, including foreign competitors, who may be less cost sensitive than we are; limitations on our ability to compete in foreign markets; pricing trends and demand in the uranium and enrichment markets, especially in light of the potential of limited supply and our dependence on others for deliveries of LEU; and our ability to successfully implement our planned expansion projects in Piketon, Ohio and Oak Ridge, Tennessee.
Readers are cautioned not to place undue reliance on these forward-looking statements, which apply only as of the date of this news release. These factors may not constitute all factors that could cause actual results to differ from those discussed in any forward-looking statement. Accordingly, forward-looking statements should not be relied upon as a predictor of actual results. Readers are urged to carefully review and consider the various disclosures made in this news release and in our filings with the SEC, including our Annual Report on Form 10-K for the year ended December 31, 2025, under Part II, Item 1A - "Risk Factors" in our Quarterly report on Form 10-Q for the quarter ended March 31, 2026, under Part II, Item 1A - "Risk Factors" in our Quarterly report on Form 10-Q for the quarter ended June 30, 2026, and our filings with the SEC that attempt to advise interested parties of the risks and factors that may affect our business. We do not undertake to update our forward-looking statements to reflect events or circumstances that may arise after the date of this news release, except as required by law.
Meta v pondělí odpoledne vzrostla asi o 1,5 % na 557,875 USD, protože růst reklamy převážil obavy z AI. Tržby ve 2. čtvrtletí vyskočily o 28 % na 60,8 miliardy USD.
Meta Platforms META , the social-media, digital-advertising and artificial-intelligence powerhouse, climbed approximately 1.5% to $557.875 Monday afternoon while semiconductor selling dragged the Nasdaq lower. That divergence matters. Investors were buying Meta's proven AI revenue machine while dumping technology companies carrying heavier expectations.
The numbers explain the confidence. Second-quarter revenue rocketed 28% to $60.8 billion as AI-powered advertising tools lifted engagement and pricing. Then came the gut punch: free cash flow crashed 91% to $784 million as Meta accelerated its infrastructure spending.
At roughly 21 times trailing earnings, Meta remains cheaper than several mega-cap rivals growing more slowly. The valuation gap looks enormous, with the $557.875 share price sitting 33.74% below the $841.91 GF Value™ estimate. But cheap does not mean painless. Capital expenditures are exploding, and a multistate youth-safety trial could force changes to the recommendation systems that keep users scrolling. For now, the advertising engine is winning the argument.
Google podle zprávy přesune výrobu všech zařízení Pixel z Číny do Vietnamu a Indie, a to od roku 2027. Současně chce letos zvýšit dodávky telefonů Pixel o 8 % až 10 %.
Google is reportedly moving forward with shifting all manufacturing of its Pixel devices outside of China starting in 2027.
The tech giant has previously made its Pixel phones, watches and earbuds in China – though that's set to change next year, with Google informing suppliers that the production of those devices will move out of the country into Vietnam and India, according to a report from last week by Nikkei Asia.
The report cited a source who told the outlet that Google will be better-positioned to move production out of China than tech rival Apple because Pixel devices aren't sold directly in the Chinese market, while it's also a relatively small base of smartphone users.
Nikkei Asia previously reported in January that Google was planning to develop and manufacture Pixel 11 devices in Vietnam exclusively, with the process requiring investment in testing equipment as well as tooling machines. According to the latest report, the success of that process prompted Google to expand production for other Pixel devices in Vietnam.
CHINA NARROWS AMERICA'S AI LEAD AS HUAWEI EXPANDS ITS GLOBAL TECH FOOTPRINT, FORMER US OFFICIAL WARNS
Google is reportedly shifting production of its Pixel devices out of China into Vietnam and India. (Michael Nagle/Bloomberg via Getty Images)
Google also reportedly told suppliers that it intends to increase shipments of Pixel phones by 8% to 10% this year after the company shipped 12 million Pixel phones a year ago.
The production boost comes against the backdrop of Google's push to promote consumer usage of its Gemini artificial intelligence (AI) tools.
If Google proceeds with the move, it would follow Samsung in moving smartphone production out of China. Samsung's production shifted out of China in a process that took over a year and concluded in 2019 with most of its manufacturing moving to Vietnam and India.
GOOGLE LAUNCHES GLOBAL STUDY OF MILLIONS OF AI CHATS TO UNDERSTAND HOW PEOPLE USE ARTIFICIAL INTELLIGENCE
Ticker Security Last Change Change % GOOGL ALPHABET INC. 348.06 +3.24 +0.94% The ongoing shortage of memory chips caused by the AI buildout of data centers and cloud services is affecting companies across the tech sector.
Google has reportedly looked to address that issue by combining orders for phone memory chips with those for its AI and cloud businesses.
MODERNA CEO WARNS CHINA IS INVESTING HEAVILY IN MRNA AS BEIJING CHALLENGES US IN BIOTECHNOLOGY
The Google Pixel 11 Pro smartphone is displayed during the "Made by Google" product launch event in New York City on Aug. 12, 2026. (Timothy A. Clary / AFP via Getty Images)
By doing so, the company is able to enhance its negotiating position with major suppliers of memory chips, potentially leading to improved terms for its memory chip purchases across its business lines.
Amazon je letos v plusu 12 % a obchoduje se s P/E 21, což je nejníže za nejméně 10 let. Firma zároveň hlásí backlog 496 miliard USD a ve 2. čtvrtletí zvýšila tržby o 20 %.
Amazon (AMZN +1.33%) stock has trailed the S&P 500 for most of 2026 and is now in line with the large-cap benchmark, up 12% year-to-date.
There are several reasons Amazon's stock has lagged for most of this year, but there is one major reason investors should buy it now in August.
Image source: Getty Images.
Amazon stock is trading at one of its lowest valuations in a long time. Its current P/E ratio is 21, and other than a dip to 19 in June of this year, it hasn't been this low in at least 10 years, but likely much farther back than that.
AMZN PE Ratio data by YCharts
That right there is enough to signal a strong buy on Amazon stock. Any time one of the largest, most successful companies in the world, one of the Magnificent Seven stocks, is trading at a decade-low valuation, the buy sign should be flashing.
In Amazon's case, it is the leader in both of its major markets: e-commerce and cloud computing. It's just a no-brainer buy right now.
A massive $496 billion backlog The dirt cheap valuation is the number one reason to buy, but also, Amazon is heading back in the right direction after a bumpy start to the year.
One of the chief concerns about Amazon was its massive increase in spending on artificial intelligence. At the start of the year, Amazon proposed a whopping $200 billion in capital expenditures to maintain the huge demand for AI infrastructure. That's some 51% more capex spending than in 2025.
Investors balked, as Amazon had been steadily losing market share to Microsoft (MSFT +0.84%) and Google, owned by Alphabet (GOOG +0.83%) (GOOGL +0.94%), so they questioned whether more spending was the answer, particularly given its cash-flow depletion.
But Amazon officials argued that the infrastructure was necessary to regain lost market share and meet demand from its growing backlog of $496 billion in contracts. In fact, CEO Andy Jassy said on the Q2 call that Amazon now projects $220 billion in capex in 2026.
"Even at that amount, we will still not have enough capacity to meet all the demand we have in 2026, and I believe this dynamic will also be true in 2027, too," Jassy said on the call.
Analysts are bullish on Amazon The investments may already be paying off as Amazon reported blowout second-quarter earnings. Amazon Web Services, its cloud computing business, had its fastest growth in more than four years with revenue rising 37%. Overall revenue increased 20%.
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Further, its operating income soared 43% to $27.5 billion while net income increased 243% to $62.6 billion, boosted by its investments in Anthropic.
Amazon anticipates sales to rise 9% to 12% year over year in the third quarter and operating income to be between $22.5 billion and $26.5 billion, up 29% at the midpoint.
That's not quite the growth rate Amazon saw in Q2, but at that low multiple, Amazon stock is just too attractive to pass up with its massive earnings power and growing backlog. Wall Street is almost unanimously in agreement, with 97% of analysts rating it a buy and a median price target of $327 per share. That suggests 27% upside for Amazon stock.
Microsoft v pondělí vzrostl asi o 1,1 % na 488,93 USD, zatímco Nasdaq táhly dolů polovodiče. Čtvrtletní tržby stouply o 18 % na 90 mld. USD a objem komerčních remaining performance obligations vyskočil o 84 % na 678 mld. USD.
Microsoft MSFT , the enterprise-software, cloud and artificial-intelligence powerhouse, climbed approximately 1.1% to $488.93 Monday even as semiconductor stocks dragged the Nasdaq lower. That resilience is no accident. Investors see Microsoft's colossal contracted backlog as a powerful cushion if the technology trade cracks again.
Fiscal fourth-quarter revenue jumped 18% to $90 billion, Azure growth accelerated to 43% and commercial remaining performance obligations exploded 84% to $678 billion. Roughly 30% of those commitments should convert into revenue within 12 months, while Microsoft Cloud revenue advanced 27% to $59.3 billion. The demand is already booked. Now Microsoft must deliver it.
The valuation picture adds fuel to the bull case: Microsoft's $488.93 share price sits 15.51% below its $578.67 GF Value estimate. But the AI buildout carries a brutal price tag. Quarterly capital expenditures topped $41 billion, driving free cash flow down 23% to $19.6 billion. Investors still believe Microsoft can transform aggressive infrastructure spending into durable cash generation, but the widening gap between operating cash flow and free cash flow is the pressure point that cannot be ignored.
AMD v pondělí odpoledne klesla asi o 2,9 % na 459,24 USD, zatímco celý Philadelphia Semiconductor Index byl v červených číslech. Trh teď čeká na hospodářské výsledky Nvidie 26. srpna jako na test celého byznysu s AI čipy.
Advanced Micro Devices AMD , the chipmaker fighting for a bigger slice of the AI boom, tumbled approximately 2.9% to $459.24 Monday afternoon as every stock in the Philadelphia Semiconductor Index turned red. Nvidia's August 26 earnings have become more than one company's report. They are now a stress test for the entire AI-chip trade.
AMD's second-quarter revenue smashed a record $11.5 billion, including roughly $6.7 billion from data centers. OpenAI, Meta and Anthropic have already placed major bets on AMD accelerators. The demand is real. So is the execution risk. Those agreements must survive years of software development, infrastructure spending and large-scale deployment before they become the profit machine investors expect.
Here is the uncomfortable part: the stock trades at roughly 118 times trailing earnings, while its $459.24 market price sits 67.18% above the $274.70 GF Value estimate. That is not a modest premium. It is a towering bet that AMD's MI450 systems will ship fast, scale smoothly and protect margins. Monday's drop sent a sharp warning—Wall Street is finished applauding promises. It wants chips moving, profits climbing and cash pouring in.
Nike potichu zavírá obchody Nike Well Collective; podle Fast Company už skončilo nejméně 24 prodejen ve 12 státech. Uzavírky přicházejí v rámci širší restrukturalizace. V dubnu 2026 sportovní gigant oznámil, že zruší 1 400 pracovních míst, převážně v technologických rolích.
Nike has been quietly shuttering Nike Well Collective stores, its small-format neighborhood shop concept.
At least 24 stores have closed across a dozen states, a Fast Company review has found. The closures appear to be happening alongside a broader restructuring.
In April 2026, the sportswear giant announced it would eliminate 1,400 jobs, primarily technology roles. The brand also said it would consolidate its technology footprint at its headquarters in Oregon and the Nike India Technology Center.
Nike also reportedly closed its boutique-style group fitness studios, Nike Studios, in March 2026. The studios had been part of a three-year experiment in collaboration with FitLab.
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In an earnings call this summer, Elliott Hill, Nike’s CEO, said the company was making changes to its direct-to-consumer strategy, including elevating the user experience.
“We’ve elevated more than 150 stores with sport-led experiences. Over time, we will continue to rezone and elevate our fleet and close the doors that are no longer aligned to our strategy,” Hill said on the call.
How Nike Well Collective got its start Nike Well Collective got its start as a different name and concept. The retailer introduced the Nike Live concept in 2018 with the opening of its first store, Nike by Melrose, in Los Angeles, which has since closed.
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Amy Reinhard, Netflix's advertising president. Katie Jones/Variety via Getty Images Netflix is shaking up its ads leadership.
Jon Whitticom, a prominent Netflix exec who helped build the streamer's advertising business, is leaving the organization, according to a memo viewed by Business Insider.
Advertising president Amy Reinhard shared the news with staff last week, saying she had "decided to part ways" with Whitticom. She added that ads product exec Marc Heneghan would lead the unit on an interim basis while a search is conducted for Whitticom's replacement.
"At Netflix, we expect our leaders to build and maintain trust, share context generously, collaborate cross-functionally, and cultivate an environment where people can do their best work," she wrote. "Jon and I have discussed these needs directly over time, and my decision reflects this standard now and going forward."
The ads business is one of the key levers Netflix is leaning on for growth, along with live sports and creator content, as Wall Street worries about the streamer's US engagement growth slowing. The company said this year that in countries where it offers an ads tier, more than 60% of new subscribers choose its cheaper, ad-supported plan.
Alex Schultz talks about Meta Ray-Ban Glasses and its 'big breakthrough' with the SuperBowl
Whitticom, Netflix's VP of ads product, started as an ad platform advisor in early 2023. His appointment was closely watched because of its potential to help Netflix decide how to level up its then-nascent advertising business. He previously was chief product officer at Comcast-owned ad startup FreeWheel.
Under Whitticom, Netflix built out its ad tech and enabled advertisers to buy its ads through other companies like Google, The Trade Desk, and Magnite. The buildout has also had bumps along the way, with multiple leadership changes and competing internal visions over how to grow the business.
"Speed got us from zero to one," Reinhard wrote in her memo. "Getting to what's next means knowing when to move fast and how to do it together."
Netflix has said it expects to hit $3 billion in ad revenue this year, nearly doubling its 2025 haul. The company is also introducing new ad formats and expanded ways for advertisers to buy inventory, Reinhard said in an announcement concluding its Upfront sales process, where TV companies pitch big advertisers for extensive ad deals.
Here's the full memo from Reinhard:
Team,I wanted to let you know about a leadership change I'm making to better reflect the needs of the business and the growth ahead in Ads.After careful consideration, I've decided to part ways with Jon Whitticom, and today will be his last day. Jon helped build Ads Product from the ground up and led the launch of the Netflix Ads Suite last year, a major milestone for our business and Netflix. I'm grateful for all his contributions over the past two-plus years.At Netflix, we expect our leaders to build and maintain trust, share context generously, collaborate cross-functionally, and cultivate an environment where people can do their best work. Jon and I have discussed these needs directly over time, and my decision reflects this standard now and going forward. Speed got us from zero to one. Getting to what's next means knowing when to move fast and how to do it together.Marc Heneghan will lead Ads Product on an interim basis while I immediately begin an external search for a new leader. All of Jon's directs will now report to Marc.There's never a good moment for a change like this; I know it often carries risk and disruption. But I also know this team is resilient and our foundation is strong. What isn't changing are our priorities as a business, or my confidence in this team's ability to stay focused on the bigger picture and maintain our momentum on our near-term deliverables.I will host separate sessions with the Ads Product team and the Ads Platform teams to talk through our path forward and answer any questions. Those teams should look out for a calendar invite to join a session.Please join me in thanking Jon and wishing him the best in the future.Best,Amy
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Lucia Moses You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Lucia Moses covers the media and entertainment business, with a focus on how creators build businesses, how media companies intersect with creators, and how marketers adopt entertainment tools. She's broken stories about MrBeast's ambitions, Google's movie initiative, and Netflix's push into podcasts.She previously reported on media and managed teams at Digiday and Adweek.
Mastercard v pondělí odpoledne vzrostl asi o 2,7 % na 596,315 USD, protože investoři mířili do finančních titulů. Čisté tržby za 2. čtvrtletí stouply o 14 % na 9,28 miliardy USD.
, the global payments and financial-technology powerhouse, jumped approximately 2.7% to $596.315 Monday afternoon as money rushed into financial stocks and fled collapsing semiconductor names. The shares came within striking distance of their $598.34 session high. Buyers were not nibbling. They were pressing.
The numbers explain why. Second-quarter net revenue climbed 14% to $9.28 billion, while adjusted operating income powered 16% higher to $5.67 billion. Cross-border volume increased 12%. Value-added services revenue surged 18%. Mastercard is no longer riding transaction growth alone—it is building another serious profit engine around the network.
The model remains brutally attractive. Mastercard does not lend consumers money or fill warehouses with inventory. It collects a toll whenever money moves. The picture strengthens the bull case: the $596.315 share price stands 11.81% below the $676.18 GF Value™, leaving a meaningful valuation gap even after Monday's rally. But at roughly 33 times earnings, there is no room for a stumble. Double-digit growth must continue as stablecoins, instant bank transfers and regulators attack from every direction.
, the world's largest electronic-payments network, surged roughly 2.4% to $380.2511 Monday afternoon as financial stocks pulled the Dow higher. The shares hit $381.91 during the session, punching deeper into record territory while the Nasdaq stumbled.
The numbers explain the confidence. Fiscal third-quarter revenue jumped 14% to $11.6 billion, while adjusted net income landed at $6.3 billion. Payments volume rose 10%. Processed transactions rose 10%. Cross-border volume excluding Europe climbed another 12%. More spending, more transactions, more fees flowing through Visa's machine.
Visa does not need expensive factories or billion-dollar bets on the next chip cycle. It gets paid whenever money moves across its network. The chart shows the stock trading 9.95% below its $422.27 GF Value estimate, suggesting room beyond the latest record run. But at roughly 32 times earnings, perfection is already expensive—and weaker consumer spending or tougher merchant-fee regulation could quickly test that premium.
JPMorgan Chase v druhém čtvrtletí vykázala čistý zisk 21,2 miliardy USD při upravených tržbách 58 miliard USD. Tržby z trhů vzrostly o 35 % na 12,1 miliardy USD.
, America's largest bank by assets, jumped approximately 0.9% to $354.84 Monday afternoon as financial stocks carried the Dow while technology shares cracked. Lower long-term Treasury yields also took some heat off bond portfolios and borrowing conditions.
The bank's engine is firing on every cylinder. Second-quarter net income reached $21.2 billion on $58 billion of managed revenue. Markets revenue ripped 35% higher to $12.1 billion, powered by an 86% explosion in equity-markets revenue to $6 billion. Net interest income climbed another 10% to $25.6 billion.
That is the JPMorgan advantage: chaos can become revenue. Trading desks feast on volatility, deposits provide cheap funding and lending keeps the cash machine running. But investors are already paying for that firepower. The $354.84 share price stands 12.98% above the $314.07 GF Value™ estimate, while the stock trades near 15 times earnings. JPMorgan may be the strongest house on the banking block, but this price leaves little room for a cracked consumer, stalled dealmaking or an earnings stumble.
FDA rozšířil schválení léku J&J Imaavy pro vzácnou krevní poruchu wAIHA u pacientů od 12 let, kteří jsou aktuálně nebo dříve léčeni steroidy. Je to první léčba pro toto onemocnění.
The U.S. Food and Drug Administration has approved the expanded use of Johnson & Johnson's (JNJ.N) drug to treat a rare blood disorder, the company said on Monday.
The approval makes Imaavy the first treatment cleared for warm autoimmune hemolytic anemia, or wAIHA, and covers patients aged 12 and older who are currently or were previously treated with steroids.
The life-threatening disease causes the immune system to destroy red blood cells, leading to severe anemia, fatigue, blood clots and kidney failure.
Imaavy blocks a protein that keeps harmful antibodies in the bloodstream, lowering their levels while preserving other immune functions. The drug is infused into a vein every four weeks at a dose based on weight.
"Imaavy was able to demonstrate patients can go down on their steroids and still maintain that clinical response. Those are really important advances for patients," Johnson & Johnson's global immunology head David Lee told Reuters.
The approval was based on a mid-to-late-stage study of 115 adults in which about three times as many patients receiving Imaavy achieved a lasting improvement in hemoglobin levels after 24 weeks as those on placebo. Hemoglobin carries oxygen in red blood cells.
The most common side effects were swelling in the arms or legs, diarrhea and fever. Imaavy can also raise the risk of infections and cause serious allergic or infusion-related reactions, according to its prescribing information.
Lee said existing treatments also have toxicities and may not adequately control the disease. He said Imaavy improved and stabilized patients' blood counts in the study.
About one in 8,000 people have wAIHA, with one to three new cases diagnosed annually per 100,000 people, according to Johnson & Johnson.
Imaavy was first approved in April last year to treat generalized myasthenia gravis in certain adults and patients aged 12 and older. The rare immune disorder causes muscle weakness.
ExxonMobil je jedním ze čtyř uchazečů o americká chemická aktiva Shell, jejichž cena může dosáhnout až 8 miliard USD. Případná koupě by výrazně rozšířila jeho petrochemické podnikání v USA.
Shell (SHEL -0.35%) has received interest from multiple bidders for its U.S. chemicals assets, including ExxonMobil (XOM -0.64%). According to a Financial Times report, Exxon is among the four remaining bidders for the assets, which could cost up to $8 billion. They're non-binding bids that represented various expressions of interest in these assets.
Here's a look at what it would mean for ExxonMobil investors if the energy giant won the bidding for Shell's U.S. chemicals assets.
Image source: Getty Images.
Drilling down into the potential saleShell is looking to divest some of its underperforming assets, which include its U.S. chemical plants. The global energy giant currently operates four plants in the U.S. across Louisiana, Texas, and Pennsylvania. They produce chemicals used in plastics, detergents, and pharmaceuticals.
According to the Financial Times, four entities have submitted bids for these assets: ExxonMobil, the chemicals company LyondellBasell, the private equity firm Apollo Global Management, and the chemicals arm of the state-owned Kuwait Petroleum Corporation. Some of those bids were for the entire portfolio, while others were for only some of the assets.
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The reported $8 billion potential price tag represents a steep discount to Shell's invested capital in the assets, driven by underperformance and the current cyclical downturn in the chemicals sector. Shell spent $14 billion alone to build its Pennsylvania plant, more than double the initial cost estimate. It has had operational and financial troubles since opening. The overall headwinds affecting its chemicals business have weighed on Shell's earnings in recent years, though improved chemicals margins in the second quarter of this year helped boost earnings.
A sale of its underperforming U.S. chemicals assets would enable Shell to sharpen its focus on its best assets. It recently agreed to sell its onshore European renewables platform to TotalEnergies.
What a winning bid would mean for ExxonMobilIf Exxon wins the bidding for Shell's U.S. chemicals assets, it would significantly expand the U.S. energy giant's domestic petrochemical footprint. That would enhance its scale advantages, enabling it to leverage its greater scale to get more out of these assets. A core aspect of Exxon's long-term strategy is delivering structural cost savings, which it could enhance by acquiring assets that would increase its scale and enable operational synergies. Further, it would do so at a significant discount to replacement cost. It would be buying assets near the cycle's low point, which is ideal timing because it would enable the company to capitalize on the next cyclical recovery and expansion.
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A deal for Shell's U.S. chemicals assets would also enable ExxonMobil to continue to diversify beyond oil and gas. Exxon already has a meaningful product solutions portfolio (energy, chemical, and specialty products) that it's investing heavily to expand, including new products like Proxxima. Exxon currently aims to deliver $9 billion in earnings growth from its product solutions businesses by 2030, at constant margins relative to 2024, driven by investments to expand its high-margin products and achieve structural cost savings.
A potential deal looks like a good strategic fitExxonMobil is reportedly one of four bidders for Shell's chemicals assets. It might not emerge as the winning bidder, given the competition. It's also possible that even if it has the highest bid, Shell opts to hold on to the assets in hopes that the continued recovery in the chemicals market will enable it to fetch a higher price in the future.
However, if Exxon wins the bidding, it looks like a very smart strategic acquisition. It would meaningfully expand its domestic chemicals business at an attractive price. That greater scale would provide opportunities to capture synergies that could make its entire chemicals business even more profitable in the future. That makes this potential deal an interesting one for ExxonMobil investors to keep an eye on, as it could further enhance the already strong long-term investment thesis that makes it a top oil stock to buy.
Akcie Oracle v poslední obchodní seanci klesly o 2,74 % na 142,45 USD, ale za poslední měsíc jsou stále výše o 27,38 %. Před výsledky se čeká EPS 1,72 USD a výnosy 19,14 miliardy USD.
Oracle (ORCL - Free Report) closed the most recent trading day at $142.45, moving -2.74% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.28%. At the same time, the Dow added 0.26%, and the tech-heavy Nasdaq lost 0.77%.
Shares of the software maker have appreciated by 27.38% over the course of the past month, outperforming the Computer and Technology sector's gain of 1.04%, and the S&P 500's gain of 2.31%.
The upcoming earnings release of Oracle will be of great interest to investors. The company is predicted to post an EPS of $1.72, indicating a 17.01% growth compared to the equivalent quarter last year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $19.14 billion, up 28.24% from the year-ago period.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $8.03 per share and a revenue of $89.8 billion, indicating changes of +5.24% and +33.32%, respectively, from the former year.
It is also important to note the recent changes to analyst estimates for Oracle. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.27% upward. Oracle currently has a Zacks Rank of #2 (Buy).
Looking at valuation, Oracle is presently trading at a Forward P/E ratio of 18.23. This valuation marks a premium compared to its industry average Forward P/E of 17.72.
We can also see that ORCL currently has a PEG ratio of 0.74. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The average PEG ratio for the Computer - Software industry stood at 1.56 at the close of the market yesterday.
The Computer - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 96, this industry ranks in the top 40% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
TSMC v pondělí ráno klesla o 2,3 % kvůli výprodeji čipů, i když červencové výnosy meziročně vyskočily o 44,7 % na NT$467,58 miliardy. Investoři teď čekají, zda Nvidia 26. srpna potvrdí silnou poptávku.
Taiwan Semiconductor Manufacturing TSM , the world's largest contract chipmaker, slid approximately 2.3% to $409.41 Monday morning as the chip selloff spread fast. Samsung Electronics SSNLF crashed 9%. Micron MU and SK Hynix HXSCL sank with it. Investors were not waiting for Nvidia's next update—they were cutting risk first.
But TSMC's growth engine is still running red-hot. July revenue surged 44.7% year over year to NT$467.58 billion. Management has raised its 2026 capital-spending plan to between $60 billion and $64 billion as Nvidia, Apple, AMD, Broadcom and major cloud operators scramble for leading-edge capacity. Demand is huge. So is the bet.
Now Nvidia NVDA holds the match. A powerful August 26 outlook would make TSMC's expansion look perfectly timed. Any hint of cooling orders would make those enormous fabrication commitments look far more dangerous. The valuation leaves little room for disappointment: at $409.41, the stock trades 15.47% above its $354.56 GF Value estimate. Monday's decline was not a demand collapse. It was a warning that investors want Nvidia to justify every dollar of that premium.
The Trade Desk Inc (NASDAQ:TTD) shares are trading lower in Monday’s after-hours session after the company filed a prospectus for a mixed shelf offering.
Trade Desk stock is showing downward bias. What’s ahead for TTD stock? The Trade Desk Files For OfferingThe Trade Desk filed with the SEC on Monday to potentially offer and sell common stock, preferred stock, debt securities, warrants or units from time to time in one or more offerings.
Terms and size of the offering were not disclosed. A prospectus supplement would need to be filed each time the company or any selling stockholders decides to offer and sell any securities.
The Trade Desk had approximately $1.12 billion in total cash and cash equivalents as of June 30.
TTD Shares Move LowerTTD Price Action: The Trade Desk shares were down 2.13% in after-hours, trading at $12.99 at the time of publication on Monday, according to Benzinga Pro. The stock is down approximately 65% year-to-date and is trading near 52-week lows of $12.83 reached in early August.
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McKesson zvýšil výhled upraveného zisku na akcii pro fiskální rok 2027 na 44,20–45,00 USD, tedy o 13 % až 15 %. Zároveň plánuje asi 5 mld. USD zpětných odkupů a zvýšil čtvrtletní dividendu o 15 % na 94 centů.
Key Takeaways McKesson targets 13%-15% fiscal 2027 adjusted EPS growth as specialty businesses expand.MCK trades at 18.4X forward earnings, above its five-year median of 15.7X and sub-industry's 17.6X.McKesson plans about $5B in fiscal 2027 buybacks and raised its quarterly dividend 15% to 94 cents. McKesson Corporation (MCK - Free Report) enters fiscal 2027 with double-digit earnings growth, faster expansion in specialty businesses and sizable capital returns. Those strengths support the long-term case, but the shares now trade above important historical and industry valuation benchmarks.
That leaves investors with a tighter decision. The operating story is improving, yet the current multiple leaves less room for execution misses, policy changes or a slowdown in earnings momentum.
McKesson's Growth Case Remains StrongMcKesson raised fiscal 2027 adjusted earnings guidance to $44.20-$45.00 per share, implying 13%-15% growth. Management also continues to target long-term adjusted earnings growth of 13%-16%, supported by organic growth, operating leverage and capital allocation.
The mix is moving toward higher-growth specialty platforms. First-quarter Oncology & Multispecialty revenues increased 33% and adjusted operating profit rose 41%, while Prescription Technology Solutions operating profit advanced 13%. The U.S. Oncology Network now includes about 3,400 providers and treats more than 2 million patients annually.
Cencora, Inc. (COR - Free Report) provides a useful industry reference point. It reported 5.1% revenue growth in its fiscal 2026 third quarter and raised full-year adjusted earnings guidance, showing that pharmaceutical distribution and specialty exposure continue to support growth across the group.
MCK's Premium Valuation Limits the Margin for ErrorMcKesson trades at 18.4X forward 12-month earnings, above its five-year median of 15.7X and the Zacks sub-industry multiple of 17.6X. The current valuation remains below its five-year high of 22.8X, but it already prices in a meaningful portion of the earnings-growth story.
That premium raises the importance of consistent execution. Cardinal Health, Inc. (CAH - Free Report) , another major pharmaceutical and specialty distributor, underscores the competitive scale of the sector. Investors paying above McKesson's historical median will likely want continued specialty growth and operating leverage to justify the higher multiple.
Image Source: Zacks Investment Research
McKesson's Capital Returns Support Per-Share GrowthMcKesson repurchased $2.5 billion of stock in the first quarter, including $2.25 billion through an accelerated program. Full-year guidance anticipates about $5 billion of repurchases, reinforcing management's commitment to returning excess capital.
The board also raised the quarterly dividend 15% to 94 cents per share. McKesson expects diluted weighted-average shares of 115.5 million to 117.5 million for fiscal 2027, down from 124.1 million in fiscal 2026, which should continue to support per-share earnings growth.
MCK Still Faces Concentration and Policy RisksCustomer concentration remains a material risk. McKesson's 10 largest customers accounted for about 73% of fiscal 2026 consolidated revenues, while its largest customer represented roughly 24%. That exposure increases sensitivity to contract renewals, purchasing changes and service requirements.
Policy uncertainty adds another layer. Drug-pricing and reimbursement changes, 340B developments and manufacturer contracting behavior can affect revenue presentation, service fees and customer economics. Separation-related financing for Medical-Surgical Solutions also increases interest expense and adds execution complexity.
McKesson's Hold Signal Balances the Trade-OffThe bottom line is that McKesson's growth profile remains attractive, but the valuation offers less margin for error than it did at its historical median. The combination favors patience over chasing the shares after a strong rerating.
MCK currently carries a Zacks Rank #3 (Hold), along with a Value Score of A, Growth Score of A, Momentum Score of A and VGM Score of A. The Style Scores point to favorable characteristics across several investment approaches, but they are designed to complement the Zacks Rank. With a Hold rank, the stock may remain suitable for existing holders, while prospective buyers have reason to weigh valuation and execution risk before committing new capital. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Hub Group obdržel 20. srpna 2026 od Nasdaq upozornění na nesoulad kvůli opožděnému podání formuláře 10-Q za čtvrtletí končící 30. června 2026. Na obchodování akcií to nemá okamžitý dopad.
OAK BROOK, Ill., Aug. 24, 2026 (GLOBE NEWSWIRE) -- Hub Group, Inc. (Nasdaq: HUBG) today announced that on August 20, 2026, as expected, it received a notice indicating that the Company was not in compliance with Nasdaq Listing Rule 5250(c)(1) (the “Listing Rule”) as a result of its failure to timely file its Form 10-Q for the quarter ended June 30, 2026 (the “Form 10-Q”). The Listing Rule requires Nasdaq-listed companies to timely file all required periodic reports with the SEC.
The Notice has no immediate effect on the listing or trading of the Company’s common stock on Nasdaq.
About Hub Group
Hub Group offers comprehensive transportation and logistics management solutions. Keeping our customers’ needs in focus, Hub Group designs, continually optimizes, and applies industry-leading technology to our customers’ supply chains for better service, greater efficiency, and total visibility. As an award-winning, publicly traded company (Nasdaq: HUBG), our approximately 6,000 employees and drivers across the globe are always in pursuit of “The Way Ahead” – a commitment to service, integrity and innovation. For more information, visit hubgroup.com.
