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On August 12, Hyperliquid is looking for ways to expand its perpetual contracts into the U.S. market. Currently, the platform is not open to U.S. users. Previously, the Hyperliquid Policy Center, funded by the Hyper Foundation, has conducted policy research and initiatives in Washington to promote the establishment of a regulated access framework for on-chain perpetual contracts and decentralized market infrastructure in the U.S. (The Information)

[Hyperliquid Seeks to Expand into the U.S. Market]On August 12, Hyperliquid is looking for ways to expand its perpetual contracts into the U.S. market. Currently, the platform is not open to U.S. users. Previously, the Hyperliquid Policy Center, funded by the Hyper Foundation, has conducted policy research and initiatives in Washington to promote the establishment of a regulated access framework for on-chain perpetual contracts and decentralized market infrastructure in the U.S. (The Information)

Hyperliquid Seeks to Expand into the U.S. Market

On August 12, Nick Timiraos, the 'voice' of the Federal Reserve, stated: 'The July inflation report was largely in line with market expectations, alleviating the pressure for the Fed to raise rates next month. Wall Street is particularly focused on today’s CPI data, as Fed officials have also signaled that they are paying closer attention to this data. Over the past year, Fed officials have anticipated that inflation would return to the 2% target without the need for further rate hikes, but now some officials believe it is necessary to maintain higher rates. Other officials have indicated that if more data makes the current forecasts difficult to sustain, they may also join the hawkish minority. This forecast is based on the view that current interest rates are already sufficiently restrictive, and the reasons for persistently high inflation are due to external shocks rather than overly loose monetary policy. The previous assessment was that tariffs would only cause a one-time increase in costs, after which the effects would gradually fade; with the easing of tensions in the Middle East, energy prices were also expected to follow crude oil prices down. However, the reality is that these shocks persist, and now they are compounded by the surge in demand brought about by the AI construction boom, which is driving up prices for tech equipment and software.' (Jinshi)

[Fed's 'Voice': Inflation Cooling Eases Rate Hike Pressure, Hawkish Tone Persists]On August 12, Nick Timiraos, the 'voice' of the Federal Reserve, stated: 'The July inflation report was largely in line with market expectations, alleviating the pressure for the Fed to raise rates next month. Wall Street is particularly focused on today’s CPI data, as Fed officials have also signaled that they are paying closer attention to this data. Over the past year, Fed officials have anticipated that inflation would return to the 2% target without the need for further rate hikes, but now some officials believe it is necessary to maintain higher rates. Other officials have indicated that if more data makes the current forecasts difficult to sustain, they may also join the hawkish minority. This forecast is based on the view that current interest rates are already sufficiently restrictive, and the reasons for persistently high inflation are due to external shocks rather than overly loose monetary policy. The previous assessment was that tariffs would only cause a one-time increase in costs, after which the effects would gradually fade; with the easing of tensions in the Middle East, energy prices were also expected to follow crude oil prices down. However, the reality is that these shocks persist, and now they are compounded by the surge in demand brought about by the AI construction boom, which is driving up prices for tech equipment and software.' (Jinshi)

Fed's 'Voice': Inflation Cooling Eases Rate Hike Pressure, Hawkish Tone Persists

On August 12, the cloud computing sector saw significant gains, with CoreWeave rising over 23%, NEBIUS up over 17%, IREN increasing over 8%, and Hut 8 climbing over 6%. Additionally, Oracle and Riot Platforms both rose over 3%. In terms of news, cloud computing giants' earnings have confirmed a surge in computing demand. CoreWeave reported Q2 revenue of $2.575 billion, a 112% year-over-year increase, exceeding expectations; its core revenue backlog reached approximately $104 billion. Furthermore, NEBIUS reported a 454% year-over-year increase in Q2 revenue to $582 million, with AI cloud business revenue skyrocketing by 514%, and it has raised its guidance for contracted power capacity for 2026.

[Cloud Computing Concept Soars, CoreWeave Rises Over 23% as Earnings Validate Surge in Computing Demand]On August 12, the cloud computing sector saw significant gains, with CoreWeave rising over 23%, NEBIUS up over 17%, IREN increasing over 8%, and Hut 8 climbing over 6%. Additionally, Oracle and Riot Platforms both rose over 3%. In terms of news, cloud computing giants' earnings have confirmed a surge in computing demand. CoreWeave reported Q2 revenue of $2.575 billion, a 112% year-over-year increase, exceeding expectations; its core revenue backlog reached approximately $104 billion. Furthermore, NEBIUS reported a 454% year-over-year increase in Q2 revenue to $582 million, with AI cloud business revenue skyrocketing by 514%, and it has raised its guidance for contracted power capacity for 2026.

Cloud Computing Concept Soars, CoreWeave Rises Over 23% as Earnings Validate Surge in Computing Demand

On August 12, during Tencent's Q2 2026 earnings conference call, Tencent's Chief Strategy Officer James Mitchell discussed the profit performance of Tencent's AI cloud business. He stated that while the domestic Token prices are indeed very low, the production costs for these Tokens are also extremely low, far below common perceptions and estimates. Therefore, even with low prices, the Token business can still maintain a positive gross margin. He mentioned that the gross margin for WorkBuddy's paid users, as well as the gross margin for Tencent's model services, is already comparable to Tencent Cloud's overall gross margin. Overall, WorkBuddy has a relatively lower gross margin due to a portion of free users, which Tencent uses to subsidize users and drive market share growth, but the paid segment has already generated quite a good gross margin.

[Tencent Executive Discusses AI Business Profit: WorkBuddy's Paid User Gross Margin is Quite Good]On August 12, during Tencent's Q2 2026 earnings conference call, Tencent's Chief Strategy Officer James Mitchell discussed the profit performance of Tencent's AI cloud business. He stated that while the domestic Token prices are indeed very low, the production costs for these Tokens are also extremely low, far below common perceptions and estimates. Therefore, even with low prices, the Token business can still maintain a positive gross margin. He mentioned that the gross margin for WorkBuddy's paid users, as well as the gross margin for Tencent's model services, is already comparable to Tencent Cloud's overall gross margin. Overall, WorkBuddy has a relatively lower gross margin due to a portion of free users, which Tencent uses to subsidize users and drive market share growth, but the paid segment has already generated quite a good gross margin.

Tencent Executive Discusses AI Business Profit: WorkBuddy's Paid User Gross Margin is Quite Good

On August 12, Lumentum's shares rose over 10% following strong quarterly results, leading the optical communication sector. Nokia's shares increased by over 9%, while Ciena, Fabrinet, and Tower Semiconductor saw gains of over 7%. Coherent, Credo Technology, and Corning also rose by more than 5%. The news highlights robust demand for AI optical communication, with Lumentum reporting a strong performance for its fourth fiscal quarter. During this period, net revenue more than doubled year-on-year to $1.01 billion, with adjusted earnings per share soaring 267% to $3.23 and gross margin exceeding 50%. The company's guidance for the first fiscal quarter also surpassed expectations. CEO Michael Hurlston confirmed during the earnings call that production for its major CPO customers is 'on track,' with demand signals showing an increase since the last update. The company reiterated its expectation for demand for high-power laser chips to ramp up in the second half of 2027.

[Strong Demand for AI Optical Communication Drives Lumentum Shares Up Over 10%]On August 12, Lumentum's shares rose over 10% following strong quarterly results, leading the optical communication sector. Nokia's shares increased by over 9%, while Ciena, Fabrinet, and Tower Semiconductor saw gains of over 7%. Coherent, Credo Technology, and Corning also rose by more than 5%. The news highlights robust demand for AI optical communication, with Lumentum reporting a strong performance for its fourth fiscal quarter. During this period, net revenue more than doubled year-on-year to $1.01 billion, with adjusted earnings per share soaring 267% to $3.23 and gross margin exceeding 50%. The company's guidance for the first fiscal quarter also surpassed expectations. CEO Michael Hurlston confirmed during the earnings call that production for its major CPO customers is 'on track,' with demand signals showing an increase since the last update. The company reiterated its expectation for demand for high-power laser chips to ramp up in the second half of 2027.

Strong Demand for AI Optical Communication Drives Lumentum Shares Up Over 10%

On August 12, Bloomberg reported that Goldman Sachs Group will acquire Neos Investments for up to $2.25 billion in a cash and stock combination, further expanding its presence in the active management exchange-traded fund (ETF) market. Founded in 2022, Neos currently manages nearly 20 income-focused ETFs centered on options strategies, with an asset management scale of approximately $32 billion. Upon completion of this acquisition, Goldman Sachs' ETF assets under management will increase to about $130 billion.

[Goldman Sachs Plans to Acquire Neos Investments for Up to $2.25 Billion to Expand Active Management ETF Portfolio]On August 12, Bloomberg reported that Goldman Sachs Group will acquire Neos Investments for up to $2.25 billion in a cash and stock combination, further expanding its presence in the active management exchange-traded fund (ETF) market. Founded in 2022, Neos currently manages nearly 20 income-focused ETFs centered on options strategies, with an asset management scale of approximately $32 billion. Upon completion of this acquisition, Goldman Sachs' ETF assets under management will increase to about $130 billion.

Goldman Sachs Plans to Acquire Neos Investments for Up to $2.25 Billion to Expand Active Management ETF Portfolio

On August 12, Fifth Third Commercial Bank's Chief U.S. Economist Bill Adams stated, "The July CPI report barely meets the threshold necessary for the Federal Reserve to maintain interest rates at its next meeting in September. Fed policymakers signaled in July that to avoid a rate hike, core inflation must improve from now until the September meeting." (Jin Shi)

[Market Analysis: July CPI Barely Meets Fed's Threshold for Inaction in September]On August 12, Fifth Third Commercial Bank's Chief U.S. Economist Bill Adams stated, "The July CPI report barely meets the threshold necessary for the Federal Reserve to maintain interest rates at its next meeting in September. Fed policymakers signaled in July that to avoid a rate hike, core inflation must improve from now until the September meeting." (Jin Shi)

Market Analysis: July CPI Barely Meets Fed's Threshold for Inaction in September

On August 12, "Big Short" Michael Burry stated that under CEO Greg Abel's leadership, Berkshire Hathaway has lost its appeal, questioning Abel's capital allocation discipline. Burry believes that Abel is deploying cash too aggressively when market prices are high, rather than waiting for a "fat pitch" like Buffett did. Berkshire has spent heavily on stock buybacks, stock investments, and acquisitions, reducing its cash reserves. Michael Burry is well-known for successfully shorting the U.S. housing market before the 2008 financial crisis, and his investment views have long attracted market attention.

[Michael Burry Criticizes Buffett's Successor for Aggressive Investing in Overheated Market]On August 12, "Big Short" Michael Burry stated that under CEO Greg Abel's leadership, Berkshire Hathaway has lost its appeal, questioning Abel's capital allocation discipline. Burry believes that Abel is deploying cash too aggressively when market prices are high, rather than waiting for a "fat pitch" like Buffett did. Berkshire has spent heavily on stock buybacks, stock investments, and acquisitions, reducing its cash reserves. Michael Burry is well-known for successfully shorting the U.S. housing market before the 2008 financial crisis, and his investment views have long attracted market attention.

Michael Burry Criticizes Buffett's Successor for Aggressive Investing in Overheated Market

The Dow Jones increased by 0.3%, while the S&P 500 rose by 0.5%. CoreWeave surged approximately 21% after its Q2 revenue doubled, exceeding expectations, with backlog orders reaching $104 billion. AMD saw a rise of about 9% due to sustained demand for AI infrastructure, with last quarter's sales nearly doubling and guidance for this quarter and the new fiscal year significantly surpassing expectations. Optical communication stocks broadly increased, with Lumentum rising around 11% as strong AI optical communication demand led to a doubling of its revenue last quarter, and its guidance for this quarter also exceeded expectations, despite a debt restructuring resulting in a massive loss of over $7 billion. Marvell Technology climbed about 5%, Coherent rose about 7%, Credo increased around 7%, and Corning gained about 5%. Nebius saw an increase of approximately 15% after its Q2 revenue exceeded expectations. Memory chip stocks also broadly rose, with SK Hynix increasing by about 6%. Data showed that the U.S. core inflation in July performed moderately, which may ease pressure on the Federal Reserve to raise interest rates. The core CPI in July increased by 2.5% year-on-year, matching the lowest growth rate since March 2021 and in line with expectations, compared to a previous increase of 2.6%.

[U.S. Stocks Open: Nasdaq Rises 0.9%, Optical Communication and Memory Chip Stocks Surge]The Dow Jones increased by 0.3%, while the S&P 500 rose by 0.5%. CoreWeave surged approximately 21% after its Q2 revenue doubled, exceeding expectations, with backlog orders reaching $104 billion. AMD saw a rise of about 9% due to sustained demand for AI infrastructure, with last quarter's sales nearly doubling and guidance for this quarter and the new fiscal year significantly surpassing expectations. Optical communication stocks broadly increased, with Lumentum rising around 11% as strong AI optical communication demand led to a doubling of its revenue last quarter, and its guidance for this quarter also exceeded expectations, despite a debt restructuring resulting in a massive loss of over $7 billion. Marvell Technology climbed about 5%, Coherent rose about 7%, Credo increased around 7%, and Corning gained about 5%. Nebius saw an increase of approximately 15% after its Q2 revenue exceeded expectations. Memory chip stocks also broadly rose, with SK Hynix increasing by about 6%. Data showed that the U.S. core inflation in July performed moderately, which may ease pressure on the Federal Reserve to raise interest rates. The core CPI in July increased by 2.5% year-on-year, matching the lowest growth rate since March 2021 and in line with expectations, compared to a previous increase of 2.6%.

U.S. Stocks Open: Nasdaq Rises 0.9%, Optical Communication and Memory Chip Stocks Surge

On August 12, according to the EIA Short-Term Energy Outlook report, the 2026 WTI crude oil price is expected to be $80.88 per barrel, compared with a previous forecast of $76.26. The 2027 WTI crude oil price is expected to be $65.39 per barrel, compared with a previous forecast of $60.76. The 2026 Brent price is expected to be $86.81 per barrel, compared with a previous forecast of $81.91. The 2027 Brent price is expected to be $69.39 per barrel, compared with a previous forecast of $64.76.

[EIA Raises WTI and Brent Price Forecasts for This Year and Next]On August 12, according to the EIA Short-Term Energy Outlook report, the 2026 WTI crude oil price is expected to be $80.88 per barrel, compared with a previous forecast of $76.26. The 2027 WTI crude oil price is expected to be $65.39 per barrel, compared with a previous forecast of $60.76. The 2026 Brent price is expected to be $86.81 per barrel, compared with a previous forecast of $81.91. The 2027 Brent price is expected to be $69.39 per barrel, compared with a previous forecast of $64.76.

EIA Raises WTI and Brent Price Forecasts for This Year and Next

Прогноз цены на Zcash август 2026 года: ZEC нажимает на прорыв треугольника, когда DCG покупает горнодобывающий участок в Небраске

Cardano and Injective Connect via IBC

Trade.xyz is growing larger, is HYPE the ultimate winner?

CryptoQuant Points Out Accumulation of Bitcoin, Ethereum, and XRP by Whales

Common S3nse Joins Cypherpunk Week in Amsterdam This September

KITE Halts Transfers on Ethereum Mainnet in Response to Exploit

Santiment Reports: Investors Are Withdrawing Their Tokens from Exchanges for Two Surprising Altcoins! What Does This Mean? Is a Bull Market Imminent?

EIA Raises WTI and Brent Price Forecasts for This Year and Next

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

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