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On August 10, the three major US stock indices opened lower collectively, with the Dow Jones falling 0.09%, the S&P 500 down 0.04%, and the Nasdaq Composite down 0.04%. The communications sector continued its rally, with Marvell Technology and Lumentum rising over 4%, and Coherent and Credo up over 2%. Meta rose over 1% after the company released a lightweight AI model that can run on a single graphics card. Intel fell over 3% after announcing a proposed $15 billion common stock offering plan. Clinical-stage biopharmaceutical company Sionna Therapeutics surged about 90% after releasing updated data on primary endpoints.

[US Stocks Open Lower; Communications Sector Extends Rally]On August 10, the three major US stock indices opened lower collectively, with the Dow Jones falling 0.09%, the S&P 500 down 0.04%, and the Nasdaq Composite down 0.04%. The communications sector continued its rally, with Marvell Technology and Lumentum rising over 4%, and Coherent and Credo up over 2%. Meta rose over 1% after the company released a lightweight AI model that can run on a single graphics card. Intel fell over 3% after announcing a proposed $15 billion common stock offering plan. Clinical-stage biopharmaceutical company Sionna Therapeutics surged about 90% after releasing updated data on primary endpoints.

US Stocks Open Lower; Communications Sector Extends Rally

On August 10, ABC News cited former U.S. Department of Defense official Mick Mulroy as saying that negotiations between the United States and Iran have currently "made no progress," and the two sides remain clearly divided in their positions. Analysts point out that the differences between the U.S. and Iran on core issues such as the nuclear question, security arrangements, and regional influence remain difficult to bridge. Although diplomatic channels remain open, the likelihood of a breakthrough in the short term is limited. Earlier, the Iranian side indicated that it is close to reaching an agreement with Oman on reopening the Strait of Hormuz, but Tehran still refuses to resume direct negotiations with the United States until relevant conditions are met. Last week, U.S. Treasury Secretary Bessent said an agreement might be imminent, but Trump subsequently stated that the United States is currently only in a "half-negotiation" state and hopes to continue applying economic pressure on Iran. As the situation in the Middle East continues to draw attention, the market remains closely focused on changes in U.S.-Iran relations and their potential impact on energy prices and global risk assets.

[Analysis: US-Iran Talks 'No Progress', Stalemate Persists]On August 10, ABC News cited former U.S. Department of Defense official Mick Mulroy as saying that negotiations between the United States and Iran have currently "made no progress," and the two sides remain clearly divided in their positions. Analysts point out that the differences between the U.S. and Iran on core issues such as the nuclear question, security arrangements, and regional influence remain difficult to bridge. Although diplomatic channels remain open, the likelihood of a breakthrough in the short term is limited. Earlier, the Iranian side indicated that it is close to reaching an agreement with Oman on reopening the Strait of Hormuz, but Tehran still refuses to resume direct negotiations with the United States until relevant conditions are met. Last week, U.S. Treasury Secretary Bessent said an agreement might be imminent, but Trump subsequently stated that the United States is currently only in a "half-negotiation" state and hopes to continue applying economic pressure on Iran. As the situation in the Middle East continues to draw attention, the market remains closely focused on changes in U.S.-Iran relations and their potential impact on energy prices and global risk assets.

Analysis: US-Iran Talks 'No Progress', Stalemate Persists

Market数据显示，ETH has fallen below $1900, currently reported at $1899.19, with a 24-hour decline of 1.28%. The market is highly volatile. Please exercise risk control.

[ETH Falls Below $1900]Market数据显示，ETH has fallen below $1900, currently reported at $1899.19, with a 24-hour decline of 1.28%. The market is highly volatile. Please exercise risk control.

ETH Falls Below $1900

August 10, according to The Information, Microsoft's (MSFT.O) self-developed AI chip project has shown signs of recovery after a slow start. Microsoft believes its in-house MAIA chip can run its own developed models and OpenAI's models at lower cost. The company plans to increase its own usage of MAIA chips, actively pursue major customers, and significantly boost related chip production. It is reported that Microsoft plans to release the next-generation MAIA 300 AI chip in September 2026. Microsoft has been in talks with TSMC (TSM.N) to secure production capacity for over 300,000 MAIA chips, with deliveries in 2027.

[Microsoft Plans to Ramp Up In-House AI Chip Production, Next-Gen MAIA 300 to Launch in September]August 10, according to The Information, Microsoft's (MSFT.O) self-developed AI chip project has shown signs of recovery after a slow start. Microsoft believes its in-house MAIA chip can run its own developed models and OpenAI's models at lower cost. The company plans to increase its own usage of MAIA chips, actively pursue major customers, and significantly boost related chip production. It is reported that Microsoft plans to release the next-generation MAIA 300 AI chip in September 2026. Microsoft has been in talks with TSMC (TSM.N) to secure production capacity for over 300,000 MAIA chips, with deliveries in 2027.

Microsoft Plans to Ramp Up In-House AI Chip Production, Next-Gen MAIA 300 to Launch in September

On August 10, the following are key pre-market news for US stocks on Monday:
1. Intel fell over 5% in pre-market trading; the company plans to raise $15 billion to expand AI investments, joining the AI infrastructure financing wave.
2. BitMine increased its ETH holdings by 7,391 ETH last week, bringing total holdings to 5,805,238 ETH, and its staked Ethereum amount rose to 5,067,309 ETH (87% of total holdings). Current annualized staking yield is approximately $257 million.
3. Nvidia plans to invest up to $3 billion in Lancium to support power infrastructure for AI data centers.
4. Jefferies downgraded Apple from 'Hold' to 'Underperform'; also cut its price target from $285.56 to $263.66.
5. TSMC's July revenue was NT$467.58 billion, up 44.7% year-over-year. The company and Sony plan to jointly invest about ¥1 trillion to jointly develop and produce new-generation image sensor chips.
6. Strategy sold 1,690 BTC last week, with dollar reserves rising to $4.65 billion.
7. Meta released lightweight AI model Muse Glimmer, an open-source model available for free download, runnable locally on a single GPU.
8. Berkshire Hathaway has used over $3.3 billion to buy back company stock from the third quarter (July 1) to July 29.
9. Archer Aviation rose over 18% in pre-market trading; Boeing plans to invest in the company and cooperate.

[US Pre-Market Roundup: Jefferies Downgrades Apple, Intel to Raise $15B, Berkshire Buybacks Top $3.3B]On August 10, the following are key pre-market news for US stocks on Monday:
1. Intel fell over 5% in pre-market trading; the company plans to raise $15 billion to expand AI investments, joining the AI infrastructure financing wave.
2. BitMine increased its ETH holdings by 7,391 ETH last week, bringing total holdings to 5,805,238 ETH, and its staked Ethereum amount rose to 5,067,309 ETH (87% of total holdings). Current annualized staking yield is approximately $257 million.
3. Nvidia plans to invest up to $3 billion in Lancium to support power infrastructure for AI data centers.
4. Jefferies downgraded Apple from 'Hold' to 'Underperform'; also cut its price target from $285.56 to $263.66.
5. TSMC's July revenue was NT$467.58 billion, up 44.7% year-over-year. The company and Sony plan to jointly invest about ¥1 trillion to jointly develop and produce new-generation image sensor chips.
6. Strategy sold 1,690 BTC last week, with dollar reserves rising to $4.65 billion.
7. Meta released lightweight AI model Muse Glimmer, an open-source model available for free download, runnable locally on a single GPU.
8. Berkshire Hathaway has used over $3.3 billion to buy back company stock from the third quarter (July 1) to July 29.
9. Archer Aviation rose over 18% in pre-market trading; Boeing plans to invest in the company and cooperate.

US Pre-Market Roundup: Jefferies Downgrades Apple, Intel to Raise $15B, Berkshire Buybacks Top $3.3B

HTX data monitoring shows that ETH has fallen below 1900 USDT, currently reported at 1899.18 USDT, with a 24H decline of 1.27%.

【ETH falls below 1900 USDT】HTX data monitoring shows that ETH has fallen below 1900 USDT, currently reported at 1899.18 USDT, with a 24H decline of 1.27%.

ETH falls below 1900 USDT

On August 10, according to @EmberCN monitoring, Bitcoin treasury company Strategy sold 1,690 BTC last week, with the selling price $11,123 lower than the cost basis, realizing a loss of $18.8 million. The company still holds 840,447 BTC (worth $54.742 billion), with an average cost of $75,385, resulting in an unrealized loss of $8.615 billion (-13.6%). Ethereum treasury company Bitmine purchased 7,391 ETH (worth $13.95 million) last week at approximately $1,888 per ETH. The company now holds a total of 5,805,238 ETH (worth $11.152 billion), with an average cost of $3,369, resulting in an unrealized loss of $8.406 billion (-43%).

[Strategy Unrealized Loss Reaches $8.615B, Bitmine $8.406B]On August 10, according to @EmberCN monitoring, Bitcoin treasury company Strategy sold 1,690 BTC last week, with the selling price $11,123 lower than the cost basis, realizing a loss of $18.8 million. The company still holds 840,447 BTC (worth $54.742 billion), with an average cost of $75,385, resulting in an unrealized loss of $8.615 billion (-13.6%). Ethereum treasury company Bitmine purchased 7,391 ETH (worth $13.95 million) last week at approximately $1,888 per ETH. The company now holds a total of 5,805,238 ETH (worth $11.152 billion), with an average cost of $3,369, resulting in an unrealized loss of $8.406 billion (-43%).

Strategy Unrealized Loss Reaches $8.615B, Bitmine $8.406B

On August 10, Intel announced plans to raise approximately $15 billion through a public offering of common stock to strengthen its balance sheet and support investments in AI computing, proprietary chips, advanced packaging, external wafer foundry services, and "physical AI" related businesses. The company stated that the proceeds from this offering will be used for general corporate purposes, including capital expenditures and working capital, to support future growth opportunities while maintaining its investment-grade credit rating. The offering is underwriter-led and is not an "at-the-market" (ATM) program. The shares have not yet been priced or sold. The underwriters are also expected to receive a 30-day over-allotment option to purchase up to an additional $2.25 billion in shares, bringing the total offering size to as much as $17.25 billion. JPMorgan, Goldman Sachs, Morgan Stanley, and Citigroup are acting as joint bookrunners. Intel's stock has risen more than 175% so far this year, but fell as much as 4.62% in premarket trading on Monday following the fundraising news. The financing comes amid a rapid expansion phase in global AI infrastructure investment. According to reports, AI capital expenditure is expected to reach $1 trillion this year, with hyperscale cloud companies gradually shifting from reliance on free cash flow and debt financing to equity financing. Previously, Google's parent company Alphabet had already entered the equity market on a large scale to raise funds, while Microsoft, Amazon, and Meta still rely mainly on cash flow, debt, leasing, and structured financing to support AI expansion. Goldman Sachs estimates that hyperscale cloud capital expenditure could further rise to $1.4 trillion by 2027. Intel's fundraising is seen as another example in the wave of AI infrastructure investment, showing that as AI computing demand continues to expand, related companies are seeking more capital channels to support long-term growth.

[Intel falls 4.62% premarket as it plans to raise $15 billion for AI investments, joining the AI infrastructure funding wave]On August 10, Intel announced plans to raise approximately $15 billion through a public offering of common stock to strengthen its balance sheet and support investments in AI computing, proprietary chips, advanced packaging, external wafer foundry services, and "physical AI" related businesses. The company stated that the proceeds from this offering will be used for general corporate purposes, including capital expenditures and working capital, to support future growth opportunities while maintaining its investment-grade credit rating. The offering is underwriter-led and is not an "at-the-market" (ATM) program. The shares have not yet been priced or sold. The underwriters are also expected to receive a 30-day over-allotment option to purchase up to an additional $2.25 billion in shares, bringing the total offering size to as much as $17.25 billion. JPMorgan, Goldman Sachs, Morgan Stanley, and Citigroup are acting as joint bookrunners. Intel's stock has risen more than 175% so far this year, but fell as much as 4.62% in premarket trading on Monday following the fundraising news. The financing comes amid a rapid expansion phase in global AI infrastructure investment. According to reports, AI capital expenditure is expected to reach $1 trillion this year, with hyperscale cloud companies gradually shifting from reliance on free cash flow and debt financing to equity financing. Previously, Google's parent company Alphabet had already entered the equity market on a large scale to raise funds, while Microsoft, Amazon, and Meta still rely mainly on cash flow, debt, leasing, and structured financing to support AI expansion. Goldman Sachs estimates that hyperscale cloud capital expenditure could further rise to $1.4 trillion by 2027. Intel's fundraising is seen as another example in the wave of AI infrastructure investment, showing that as AI computing demand continues to expand, related companies are seeking more capital channels to support long-term growth.

Intel falls 4.62% premarket as it plans to raise $15 billion for AI investments, joining the AI infrastructure funding wave

On August 10, the Token expenditure price index fell to 1.1635, continuing to decline since peaking at the end of May (high of 2.0651 on May 28), with a cumulative drop of 43.7% in two months. The price has fallen below the 1.2446 level at the end of 2025, officially hitting a new low for the year, marking the return of AI computing power pricing to the starting point of this expansion cycle. Note: Selling Token is currently an important source of revenue for the AI industry. Its price is one of the signals to measure the current supply and demand situation of computing power. If Token prices remain high, cloud service providers have the incentive to purchase more GPUs, DRAM memory, and expand data centers. Conversely, one should be wary of AI companies' 'consumption downgrade', which becomes a leading indicator of the end of this hardware boom cycle. Token price data comes from global top AI models such as OpenAI, Anthropic, and DeepSeek.

[Token Prices Accelerate Decline to Yearly Low, Oversupply Concerns Surface]On August 10, the Token expenditure price index fell to 1.1635, continuing to decline since peaking at the end of May (high of 2.0651 on May 28), with a cumulative drop of 43.7% in two months. The price has fallen below the 1.2446 level at the end of 2025, officially hitting a new low for the year, marking the return of AI computing power pricing to the starting point of this expansion cycle. Note: Selling Token is currently an important source of revenue for the AI industry. Its price is one of the signals to measure the current supply and demand situation of computing power. If Token prices remain high, cloud service providers have the incentive to purchase more GPUs, DRAM memory, and expand data centers. Conversely, one should be wary of AI companies' 'consumption downgrade', which becomes a leading indicator of the end of this hardware boom cycle. Token price data comes from global top AI models such as OpenAI, Anthropic, and DeepSeek.

Token Prices Accelerate Decline to Yearly Low, Oversupply Concerns Surface

On August 10, according to the Hong Kong Exchanges and Clearing (HKEX), MiniMax has met the fast-entry rules of the HKEX Tech 100 Index and will be added to the HKEX Tech 100 Index and the HKEX Tech and US Tech 100 Index after market close on August 12, 2026, effective from August 13, 2026.

[MiniMax to Be Included in HKEX Tech 100 Index, Among Others]On August 10, according to the Hong Kong Exchanges and Clearing (HKEX), MiniMax has met the fast-entry rules of the HKEX Tech 100 Index and will be added to the HKEX Tech 100 Index and the HKEX Tech and US Tech 100 Index after market close on August 12, 2026, effective from August 13, 2026.

MiniMax to Be Included in HKEX Tech 100 Index, Among Others

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MiniMax to Be Included in HKEX Tech 100 Index, Among Others

Disclaimer：The content above does not represent HTX's positions.，HTX does not provide any trading recommendations.。

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