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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 TradingBeats (formerly Hyperinsight) monitoring, Polymarket trader "xm39" continues to face pressure on his "Yes" bet that "the US will invade Iran before 2027." The position has increased to 1,099,200 shares, with a total cost of approximately $286,200 and an average entry price of 26.03 cents. The contract is currently trading at 15.5 cents, bringing the position value down to about $170,400, with an unrealized loss of approximately $115,800, or a loss rate of 40.47%. Compared with the tracking on August 3, xm39 has since added about 161,500 shares with an additional investment of about $31,500, expanding his unrealized loss by about $53,300; no new prediction market trades have appeared today. Meanwhile, xm39 established a crude oil long position again this morning. As of noon, he had accumulated 88,000 WTI crude oil contracts (CL) through 873 trades, with a turnover of approximately $6.9127 million at an average price of $78.54. As of press time, the address holds the position at 20x full margin, with unrealized profit of about $15,700, a return rate of approximately 4.53%, and a liquidation price of $75.75. Almost at the same time as starting to buy crude oil, xm39 also opened a short position of 24.31 XYZ100 contracts at an average price of 29,729.68 points, with a turnover of about $722,700. He currently holds a total of 80.28 short XYZ100 contracts, with a position value of about $2.3976 million, an average price of 29,654.27 points, an unrealized loss of about $16,900, and a liquidation price of 32,984.70 points. The combined notional value of the two positions is approximately $9.3259 million, with unrealized gains and losses roughly offsetting, resulting in a total net unrealized loss of about $1,258. He also has a resting buy order of 20 XYZ100 contracts "reduce only" at 29,388 points, with a notional amount of approximately $587,800, planning to reduce approximately 24.9% of his existing short position. Currently, he continues to bet on US military action against Iran on Polymarket, while on Hyperliquid he has re-entered long crude oil and shorted a Nasdaq-mapped contract. Both ends point to the macro direction of war escalation, stronger oil prices, and pressure on risk assets. It is reported that among the 65 closed positions the trader has on Polymarket, none belong to US-Iran, Iran, or Hormuz-related markets. In crude oil trading, his long positions have a record of 4 wins and 1 loss in 5 rounds, a win rate of 80%; his only short position earned about $17,200 in profit. Previous news: Trader "xm39" cleared positions just in time to avoid the crude oil plunge, but rebuilt a $10 million crude oil long position after the "stop fighting" news. The on-chain Perp and address analysis tool TradingBeats is now live, supporting real-time viewing of Hyperliquid data, from address tracing to whale operations, with in-depth analysis and full visibility.

[Predicting 'US Invasion of Iran' Down 40%, Trader xm39 Still Builds $7M Crude Oil Long Position]On August 10, according to TradingBeats (formerly Hyperinsight) monitoring, Polymarket trader "xm39" continues to face pressure on his "Yes" bet that "the US will invade Iran before 2027." The position has increased to 1,099,200 shares, with a total cost of approximately $286,200 and an average entry price of 26.03 cents. The contract is currently trading at 15.5 cents, bringing the position value down to about $170,400, with an unrealized loss of approximately $115,800, or a loss rate of 40.47%. Compared with the tracking on August 3, xm39 has since added about 161,500 shares with an additional investment of about $31,500, expanding his unrealized loss by about $53,300; no new prediction market trades have appeared today. Meanwhile, xm39 established a crude oil long position again this morning. As of noon, he had accumulated 88,000 WTI crude oil contracts (CL) through 873 trades, with a turnover of approximately $6.9127 million at an average price of $78.54. As of press time, the address holds the position at 20x full margin, with unrealized profit of about $15,700, a return rate of approximately 4.53%, and a liquidation price of $75.75. Almost at the same time as starting to buy crude oil, xm39 also opened a short position of 24.31 XYZ100 contracts at an average price of 29,729.68 points, with a turnover of about $722,700. He currently holds a total of 80.28 short XYZ100 contracts, with a position value of about $2.3976 million, an average price of 29,654.27 points, an unrealized loss of about $16,900, and a liquidation price of 32,984.70 points. The combined notional value of the two positions is approximately $9.3259 million, with unrealized gains and losses roughly offsetting, resulting in a total net unrealized loss of about $1,258. He also has a resting buy order of 20 XYZ100 contracts "reduce only" at 29,388 points, with a notional amount of approximately $587,800, planning to reduce approximately 24.9% of his existing short position. Currently, he continues to bet on US military action against Iran on Polymarket, while on Hyperliquid he has re-entered long crude oil and shorted a Nasdaq-mapped contract. Both ends point to the macro direction of war escalation, stronger oil prices, and pressure on risk assets. It is reported that among the 65 closed positions the trader has on Polymarket, none belong to US-Iran, Iran, or Hormuz-related markets. In crude oil trading, his long positions have a record of 4 wins and 1 loss in 5 rounds, a win rate of 80%; his only short position earned about $17,200 in profit. Previous news: Trader "xm39" cleared positions just in time to avoid the crude oil plunge, but rebuilt a $10 million crude oil long position after the "stop fighting" news. The on-chain Perp and address analysis tool TradingBeats is now live, supporting real-time viewing of Hyperliquid data, from address tracing to whale operations, with in-depth analysis and full visibility.

Predicting 'US Invasion of Iran' Down 40%, Trader xm39 Still Builds $7M Crude Oil Long Position

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Predicting 'US Invasion of Iran' Down 40%, Trader xm39 Still Builds $7M Crude Oil Long Position

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

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