AI
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US stocks saw a broad decline in AI concept stocks during trading, with MRVL dropping over 6.67%
According to data from MSX.COM, US stocks experienced a widespread decline in AI concept stocks during trading, with MRVL falling over 6.67%, MU down 4.5%, CBRS dropping 5.39%, and DRAM declining 4%.
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“New Stock God” Serenity: Multiple Mid-to-Large Cap AI Companies Still Have Upside Potential
Svmuu reported that “New Stock God” Serenity posted on platform X, stating that compared to AI concept stocks like ARM and Marvell that have already seen significant gains, they are more focused on co
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Bitcoin mining firm Applied Digital signs data center lease agreement, pre-market shares rise over 10%
Svmuu reports: Bitcoin mining hosting and cloud service company Applied Digital discloses it has signed a new data center lease agreement at Delta Forge 2, with pre-market U.S. stocks rising over 10%.
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“New Stock God” Serenity: Sivers Secures $8.2 Million Space Communications Order, Poised for More Defense Sector Contracts
Svmuu reports that "New Stock God" Serenity stated that Sivers has secured a bulk order worth $8.2 million from allspace for beamforming IC products used in LEO and multi-orbit satellite communication
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Polymarket: "Claude Mythos Model Release Date June 10" probability currently at 74%, up 24% in 24 hours
Svmuu Seer monitoring shows that on Polymarket, the probability of "Claude Mythos model release date being June 10" is currently at 74%, up 24% in 24 hours. Additionally, the probability for "Release
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Trump plans to push for government equity in AI companies, key negotiations may begin this week
Svmuu reported that U.S. President Donald Trump is pushing for a new policy direction: allowing the federal government to hold shares in artificial intelligence companies, thereby directly participati
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SK Hynix shares surge over 15%, chip stocks rebound after AI sell-off, South Korean stock market jumps 8%
According to data from MSX.COM, SK Hynix shares surged over 15%, with memory chip manufacturers leading a rebound in the South Korean stock market. The KOSPI index jumped as much as 8%, following a 15
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Samsung announces full-scale AI integration across all group businesses
Svmuu News Samsung has officially announced the advancement of its "AI Big Transformation," integrating artificial intelligence across all businesses of its affiliated companies and establishing new A
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Coinbase's x402 Protocol Launches on Injective, Enabling AI Agents to Autonomously Pay Service Fees
Svmuu reports that Coinbase's x402 protocol has gone live on Injective, allowing AI agents to autonomously pay service fees. The protocol enables AI agents to pay for API calls in real-time without re
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US stock market closed with AI concept stocks generally rising, Micron up over 9.87%
Svmuu reports, according to MSX.COM data, US stock markets closed with the Dow Jones down 0.16%, the S&P 500 up 0.3%, the Nasdaq up 0.86%, and the VIX Volatility Index down 12.04%. AI concept stocks g
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IC3 Researcher: Crypto Technology Has Limited Impact on Solving AI Trust and Payment Issues
Svmuureported that IC3, a research group composed of researchers from multiple top universities, has released a research report stating that claims about crypto technology being able to solve core AI
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Steve Eisman, the real-life inspiration for *The Big Short*, is cautious about the SpaceX IPO
Svmuu News: SpaceX is preparing for a record-breaking initial public offering (IPO), but renowned investor Steve Eisman has expressed concerns about its artificial intelligence business. Eisman, the r
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Goldman Sachs and JPMorgan Explore "Computing Power Financialization," Plan to Launch GPU Rental Futures to Hedge AI Risks
Svmuureports that sources familiar with the matter have revealed that Goldman Sachs and JPMorgan are exploring trading methods based on the cost of computing power, including futures contracts linked
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Citigroup: Raises S&P 500 Year-End Target to 8,100 Points, AI Profit Growth as Main Driver
Svmuu reported that Citigroup stated profit growth driven by AI construction is expected to push the S&P 500 index above the 8,000-point mark in 2026. The bank raised its year-end target for the S&P 5
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SBF Interviewed in Prison Discusses AI and Space Industry: Regrets Missing AI Opportunity, Praises Musk Highly
Svmuureported that Sam Bankman-Fried (SBF), the founder of FTX who was sentenced to 25 years in prison, stated in a federal prison interview that he "absolutely" hopes to receive a presidential pardon
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Barclays: Tesla's AI Strategy Core May Be Robotaxi, But Scale Inflection Point Has Not Yet Arrived
Svmuu reported that Barclays, in its latest research report, pointed out that the Robotaxi is the most critical part of Tesla's AI strategy. The report indicates that Tesla currently has three main gr
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InfoHawk Secures $2.25 Million Pre-Seed Funding Led by Moonshots Capital
Svmuu AI-driven anti-fraud infrastructure provider InfoHawk has announced the completion of a $2.25 million Pre-Seed funding round, led by Moonshots Capital, with participation from former U.S. Federa
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Kimi seeks up to $2 billion in funding at a $30 billion valuation
Svmuu News: AI startup Moonshot AI is seeking to raise up to $2 billion in a new funding round, which would value the company at $30 billion. Moonshot AI has already entered early-stage talks with pot
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New "白毛股神" Chinese Description Added, "New Stock Guru" Serenity Updates X Profile
Svmuu reported, "New Stock Guru" Serenity has updated their X profile, adding the Chinese description "白毛股神" (White-Haired Stock Guru) alongside the original introduction such as "AI/Semi Supply Chain
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Grayscale parent company DCG founder: Instead of mocking ZEC price pullback, it is better to prepare for AI and quantum risks
Barry Silbert, Founder and CEO of DCG, the parent company of Grayscale, stated on platform X that while some in the crypto community may continue to mock Zcash (ZEC) prices dropping back to levels see
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新股神Serenity: The Core of Investing is Identifying Industrial Trends That Have Yet to Form a Consensus in the Market
Svmuu reported that Serenity stated on platform X that their investment style is fundamentally based on high-conviction independent judgment. The core lies in identifying industrial trends that have n
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“New Stock God” Serenity: AI Advanced Packaging New Cycle Approaching, Glass Substrate Industry Chain at Key Juncture
Svmuu reported that “New Stock God” Serenity posted on X platform, stating that a new cycle of AI advanced packaging is approaching. He also shared recent key timelines and major market participants i
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Tom Lee: Crypto Is the Only Path to Tokenization, Crucial in an AI World
Svmuu reported that Tom Lee, Chairman of Bitmine, posted on platform X, stating that people should not be misled by false information, as he believes the current stock market bull run remains solid. T
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Michael Saylor: Bitcoin Remains the Premier Long-Term Asset
Svmuu reported that Michael Saylor posted on platform X, stating that the AI buildout is absorbing capital on a historic scale and putting temporary pressure on global markets. This does not weaken Bi
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SpaceX (SPCX.O) Signs Computing Power Agreement with AI Startup Reflection
Svmuu News: According to CNBC, SpaceX (SPCX.O) has signed a computing power agreement with U.S. AI startup Reflection, with the deal valued at up to $6.3 billion. (Jin Shi)
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Micron Has entered into multiple partnerships with Anthropic and participated in Anthropic’s Series H funding round
Svmuu News Micron and Anthropic announced a new agreement covering collaboration on AI architecture design for memory and storage, supply-demand coordination, the adoption of Claude within Micron, and
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Expected to Reach a Record High: South Korea's Memory Semiconductor Exports in June Reach $38 to 42 Billion
Svmuu News: Citrini analyst jukan posted on X, stating that driven by AI demand and supply shortages, South Korea’s June memory semiconductor export value and unit prices both rose. According to trade
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Record-High AI-Driven Leveraged Bets in Asia: SK Hynix’s 2x Long ETF in South Korea Reaches $13 Billion in Assets Under Management
Svmuu News: The Kobeissi Letter posted on X that the Hong Kong-listed SK Hynix 2x Leveraged Long ETF has reached a record high of $13 billion in assets under management (AUM). This figure has more tha
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Most of the crypto market rose, with the AI sector gaining nearly 3%; only the PayFi and GameFi sectors saw slight declines.
Svmuu News, June 22: According to SoSoValue data, most sectors in the crypto market rose, with the AI sector standing out, gaining 2.87% over the past 24 hours. Among them, Unibase (UB) rose 54.91%, a
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Svmuu Morning Brief
1. The Taiko chain’s state verification mechanism has been compromised; users are advised to immediately withdraw funds from cross-chain bridges; 2. The Taiko ERC20 Vault was attacked, resulting in lo
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Citrini: Bond Issuance by Hyperscale Cloud Service Providers May Far Exceed Market Expectations Over the Next Two Years
Svmuu News: Citrini Research, the firm behind the “AI Doomsday Report,” stated that bond issuance by hyperscalers between 2027 and 2028 could reach more than double current market expectations, primar
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Polymarket’s probability that “Claude Fable 5 will resume service for U.S. customers by June 26” has dropped to 41%, down 16% over the past 24 hours.
According to monitoring by the Svmuu Seer channel, the probability on Polymarket that “Claude Fable 5 will resume service for U.S. customers by June 26” has dropped to 41%, a 16% decline over the past
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Polymarket’s probability that “GPT-5.6 will not be released to the public before June 28” has risen to 78%, up 67% in the last 24 hours.
According to monitoring by the Svmuu Seer channel, the probability on Polymarket that “GPT-5.6 will not be released to the public before June 28” has risen to 78%, a 67% increase over the past 24 hour
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Svmuu Noon News
1: Polymarket is accused of marketing to U.S. users through simulated trades and fake profit videos; 2: “New Stock Guru” Serenity: Donald Trump’s tariff strategy may backfire; cutting-edge supply chai
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Vance Advocates for Government Ownership of AI Giants; Musk Says Cash Handouts to the Public Are the Best Way to Address Future Deflation
Svmuu News: U.S. Vice President JD Vance stated in an interview with *CEO Diary* that Donald Trump supports the establishment of a U.S. sovereign wealth fund to hold equity stakes in cutting-edge AI c
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Tesla Applying to Register the "Amazing Abundance" Trademark to Advance AI and Robotics Strategies
Svmuu News: Tesla has officially filed a trademark application for “Amazing Abundance,” covering AI, humanoid robots, autonomous driving systems, and automation technology.
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AI Data Centers Spark a "Battle for Power": U.S. Plans to Accelerate Grid Connection of Large-Scale Computing Facilities
Svmuu News: The AI boom has caused a sharp surge in electricity demand from data centers across the United States, leading to persistently rising electricity prices in many areas, with some regions ev
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Svmuu Noon News
1: Hyperliquid Policy Center: CME’s lawsuit against the CFTC is a major miscalculation that exposes its anti-competitive stance; 2: CryptoQuant Founder: The flow of funds from Bitcoin to altcoins has
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Nansen CEO: AI Infrastructure May Be Priced Differently; the Bubble Will Burst Once Companies Adopt Chinese Models
Svmuu News: Alex Svanevik, CEO of the on-chain analytics platform Nansen, stated that the AI industry bubble may burst once companies begin to effectively utilize Chinese large language models,The U.S
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Analysis: The semiconductor sector's share of the S&P 500's total market capitalization has risen to a record high of 18.8%
Svmuu News: The Kobeissi Letter published a data analysis on X, noting that the semiconductor sector’s weighting in the U.S. stock market continues to rise, currently accounting for approximately 18.8
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Amazon "Negative" Biopic About Sam Altman Pulled from Release; AI Narrative Prompts Sensitive Adjustments Following Investment in OpenAI
Svmuu News: Amazon The company has decided to pull the Sam Altman biopic *Artificial*, which was originally scheduled for release by Amazon MGM Studios. Although production is nearly complete, executi
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Opinion: “Token Exit” May Become a New Application Scenario for Central Bank Digital Currency
Svmuu News: An article published on Caixin.com points out that “ 'Token export' is not yet a standard concept in regulatory documents or corporate annual reports, and there has not yet been a fully di
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Meta has reached a new agreement with data center developer Crusoe to procure AI computing power from two data centers
Svmuu News: Meta Platforms has signed a new agreement with data center developer Crusoe to procure AI computing capacity from the latter’s two data centers in Childress, Texas, and Warrenton, Missouri
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Coinbase CEO: Coinbase Will Support Pre-IPO Perpetual Contracts, Stock Options, and Tokenized Stocks
Svmuu News: Brian Armstrong posted on X stating that Coinbase now includes pre-IPO perpetual contracts and stock options, and will soon support tokenized stocks; Coinbase has also redesigned Coinbase
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NewGen Invests $10 Million in K25.ai, Completing Its Pre-A Round of Financing, and Acquires a 10% Stake
Svmuu News: According to official reports, NewGenIVF Group (NIVF), a company listed on the Nasdaq, announced an additional investment of $4 million in the prediction market platform K25.ai, completing
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Michael Saylor: STRC was designed with the help of AI; he said no one had ever launched a similar product before
According to Svmuu News, Michael Saylor, founder of Strategy, stated that STRC (Stretch), the variable-rate perpetual preferred stock issued by the company, was designed with the assistance of artific
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Bitcoin Mining firm HIVE signs a $220 million AI GPU contract with Bell; annual revenue is expected to increase by $70 million
Svmuu News Bitcoin BUZZ High Performance Computing, a subsidiary of mining company HIVE, has signed a three-year, approximately $220 million sovereign AI cloud infrastructure contract with Bell AI Fab
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Manus's early investors plan to repurchase shares at a valuation of $2 billion
Svmuu News: According to sources, the decision to cancel Meta Platforms’ previous acquisition of AI company Manus for approximately $2 billion may be reversed following a request from relevant Chinese
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