Flash News

Auto-synced blockchain, market and macro-finance updates

Auto
Today · 2026-08-02 · Sun

Nvidia disclosed 9.3 per cent holding and 5.7 per cent increase in Nebius share price

Nebius Group (Nasdak: NBIS) stock price increased by 5.7 per cent in pre-dating transactions, with Nvidia (Nasdak: NVDA) disclosing its ownership of 9.3 per cent of passive shares, with approximately 2.226 million shares, including 1.19 million shares of common shares and 21 million shareholdings. The equity card could not be exercised until 11 September 2026. This information coincides with the analyst ' s optimistic rating, which was raised from US$ 159 to US$ 200, and from US$ 410 to US$ 410 by Fedom Capital. The United States bank analyst Tal Liani reiterated the buy-in rating at a target price of $280, indicating that AI ' s calculated demand continued to grow. The overall technology block also provided a good background for Nebius, and NASDAQ increased 1.3 per cent in pre-dating transactions. The market will focus on the second quarter of the financial statements, scheduled for 29 July 2026, to determine whether the financial performance of the company supports the re-rating of the stock price。

View Details

Suzhou City officially established the Office of Artificial Intelligence Development

On 21 July, the City of Suzhou officially established the Office of Artificial Intelligence Development, which will further integrate the city-wide development of the artificial intelligence industry, improve the whole chain promotion mechanism of Artificial Intelligence Plus, and focus on pilot project construction, industrial ecological construction, Token economic development and artificial intelligence OPC system development。

View Details

Two industries to focus on when markets collapse Unit

Yahoo Finance reported that, when markets collapse, patient investors can get the best returns. The two industrial units of concern are Weste Management and Union Pacific. As a garbage collector, Waste Management ' s income remained stable during the economic downturn and has increased its dividends for 23 consecutive years, with free cash flows projected to be close to $3.8 billion in 2026. The Union Pacific, for its unique rail network, has a strong pricing capacity and its merger with Norfolk Southern is expected to create the first true transcontinental railway in the United States, with an estimated annual savings of $3.5 billion for freight forwarders if it is granted regulatory approval。

View Details

GERMANY: Microsoft AI investment concerns have over-reflected Azure growth or 41%

On 21 July, in its latest study, Deutsche Bank stated that market concerns about the surge in Microsoft capital expenditure, the return on AI investment and the concentration of OpenAI orders had been significantly overstretched and that current valuations were attractive, maintaining “buy-in” ratings and target prices of $550. The Deutsche Bank projects that Microsoft will receive $87.4 billion in the fourth financial quarter (the second quarter of the corresponding year), an increase of 14.3 per cent over the same period; the non-United States General Accounting Standards (GAS) yield $4.17 per share. Azure is expected to grow at a rate of between 40 and 41 per cent at fixed exchange rates, and growth will continue to be underpinned by enterprise cloud migration, AI computing needs and new data centre capacity. Microsoft 365 business cloud revenues are expected to increase by 15 to 16 per cent, and Copilot pays seats by the end of the year or over 25 million。

View Details

The state of Maharashtra, India, proposes to monetize land through block chain technology

Wu stated that it had been informed that Devendra Fadnavis, Chief Minister of Maharashtra, India, had written that he had chaired the deliberations on the draft Maharashtra Land Currency Digital Assets and Transactions Act (Delta Act), which was intended to use block-chain technology to monetize land and other real estate and to trade through coins linked to real estate value. A committee composed of representatives of the Securities and Exchange Commission of India (SEBI), the Mumbai Stock Exchange (BSE), the National Stock Exchange of India (NSE) and industry experts will be set up locally to develop the relevant legislative framework。

View Details

SCIENTIFIC TECHNOLOGY: THE SIGNIFICANT INCREASE IN CPU DEMAND FOR THE DELIVERY OF DLDD5 RDC CHIPS WILL CONTRIBUTE TO THE EXPANSION OF THE MEMORY INTERCONNECTIVITY CHIP MARKET

On 21 July, the S&T (68808.SH) published an announcement of a record of investor relations activities, in which the company benefited from trends in the AI industry during the first half of the year, strong demand in the industry, higher and continuous generational penetration of the DDR5 and a significant increase in the delivery of the company ' s DDR5RCD chips, with a further increase in the proportion of third and fourth-generation RCD chips. Revenues from the new interconnected chip products MRCD/MDB, PCIeRetimor, CKD and CXLMXC have risen significantly. The company plans to complete the third generation of MRRD/MDB chips this year, and the industry expects that MRDIM will gradually move into the permeation slope phase over the next two to three years, starting with scale applications. Increased demand for CPUs will drive increased use of memory modules, thus contributing to the expansion of the memory interconnected chip market. In addition, the increased importance of CPU in the AI system architecture will synchronize other CPU-related interconnectivity chip requirements, including PCIe interconnectivity, CXL interconnectivity chips, etc. CXL3.1MXC chips have been sent to key customers for sample testing and the rate of penetration in data centres is expected to increase rapidly in the coming years. The PCI6.x/CXL3.xRetimer chip is actively collaborating with the customer test validation and the industry expects to enter the scale application phase by 2027. The company plans to complete the flow of the Ethernet PHYRetimer chip this year。

View Details

Coin Shares launched the UCITS platform's first mining ETF to start trading

On 21 July, the encrypted asset management company CoinShares launched the UCITS platform and synchronized its first fund under the flag of Coin Shares Bitco Mining UCITS ETF, which started trading on Tuesday at the German Exchange Xetra. CoinShares stated that the central obstacle to institutional entry previously lay in the product structure, that many institutions had investment authorizations to restrict their holdings of debt securities and that the introduction of the UCITS framework would effectively lift that restriction. The UCITS platform is a fund issuance and management platform based on the regulatory framework of the EU Portfolio of Negotiable Securities Scheme. Strict investment restrictions, risk dispersion, liquidity and information disclosure requirements for the Fund's products are in place to ensure investor protection, while the European Passport mechanism is granted to allow approved funds to be freely sold across the EU/EEA borders。

View Details

National Supernet Kimi K3 API Service

In recent days, the State has overcalculated the access service for the Kimi K3 model API, and businesses and developers have been able to quickly access this 2.8 trillion-billion-parameter open-source model capability without the need for cumbersome environmental configurations. Currently, the API is compatible with OpenAI and Anthropic interfaces and supports fast-track, low-cost multi-purpose AI applications. Currently, overcalculated Internet-based API services have brought together open-source models such as MiniMax, DeepSeek, Qwen, GLM and Kimi, covering full-dimensional AI capabilities such as text generation, photo generation, video generation, voice synthesis, multi-modular. (Extraordinary Internet)

View Details