News Heat Trend
Related news
IBM Report: AI Cyberattacks Surge 56% Year-Over-Year, One-Quarter of Malicious Intrusion Incidents Facilitated by AI
According to Yonhap News, IBM released the "2026 Cost of a Data Breach Report" on July 30. The report indicates that 25% of global malicious cyber infringement incidents were executed with the assistance of AI, representing a 56% increase compared to the previous year. Primary attack methods include deepfake impersonation and AI-driven malicious code. The average loss from AI-related infringement incidents reached $6 million, approximately $1 million higher than the average loss of all incidents, which stood at $4.99 million. Notably, 62% of AI attacks are concentrated in the critical infrastructure sector. The average loss for the financial services industry is $6.3 million, while for the energy industry, it is $5.2 million. On the defense side, enterprises that actively implement AI and automated security operations can save approximately $2 million in losses on average. 85% of enterprises stated they plan to increase security investment to address new-generation AI threats.
Surge
Surge
Surge
Surge
Circle Acquires IBM Blockchain Patent Portfolio, Strengthening On-Chain Financial Infrastructure Layout
Circle announces the acquisition of IBM's blockchain patent portfolio, with relevant assets covering more than 680 patent families and nearly 1,000 granted patents, spanning fields such as underlying blockchain technology, banking, financial services, insurance, enterprise infrastructure, supply chain verification, and secure cloud operations.
Chain
Circle
Jensen Huang's First X Post: Over 20 Institutions Including NVIDIA Sign Joint Letter Supporting Open-Weight AI Models
NVIDIA CEO Jensen Huang has published his first post on X, sharing an open letter titled "Open Weight and American AI Leadership," jointly signed by more than 20 technology companies and institutions, including NVIDIA.The open letter argues that open-weight models can expand economic access to AI, enhance market competition, and grant users more control. Signatories include Meta, Microsoft, Andreessen Horowitz, Hugging Face, IBM, Mistral AI, Palantir, Perplexity, Mozilla, Y Combinator, among others.The letter states that while open-weight models carry risks, they should not be restricted through bans. Instead, openness should be leveraged to advance AI safety and cybersecurity capabilities. Huang noted: "The world needs cutting-edge closed-source models, and it also needs cutting-edge open models."
Joint
NVIDIA
Open
Sign
Multiple Key Events for Semiconductor Stocks in the Next Two Weeks, AI Capital Expenditure in Focus
Paradis Labs stated on platform X that it is currently difficult to determine whether semiconductor stocks have bottomed out. Most AI infrastructure-related stocks rose on the day, with SIVE, AEHR, and IQE gaining over 20%, and SNDK, MU, and AAOI rising over 10%.Paradis Labs noted that regardless of today's returns, gaining more clarity over the coming weeks will be more important: On July 22, GOOGL will release its Q2 earnings, which will serve as the first formal indicator of annual capital expenditure for approximately $750 billion in hyperscale cloud providers; On July 22-23, AMD will hold the Advancing AI event, where wafer foundry loading, advanced packaging, and laser-type demand roadmaps through 2027 can be observed; On July 23, INTC will report Q2 earnings, with 18A yield and foundry commitments potentially being major variables, while also providing insights into U.S. domestic manufacturing and packaging momentum; On July 23, IBM will report Q2 earnings, and with its market cap already down ~25%, the market's reaction to any guidance shortfall is worth watching; On July 24, 10% global tariffs expire, and new tariffs are expected to be imposed on dozens of countries, which could act as a stagflationary factor and influence the Fed's rate hike narrative; On July 27, Kimi K3's complete weights will be released; On July 28-29, the FOMC meeting will convene, with experts and Polymarket expecting rates to remain unchanged. It is noteworthy that a rate hike or a signal of a rate hike would represent the first true institutional shift for the AI trade; On July 29-30, META, MSFT, and AMZN will report earnings, providing more capital expenditure data; On July 30, the U.S. will release June core PCE.Paradis Labs also indicated that a ceasefire between the U.S. and Iran could be reached at any time. A 10-day proposal is currently on the table, while attacks continue. A formally confirmed ceasefire would be beneficial for oil prices and bullish for semiconductor stocks. The above is a high-level timeline of the key upcoming events, all of which will impact semiconductor stocks to varying degrees. When hyperscale cloud providers report earnings, AI capital expenditure will be the most important factor.
Cometa
Focus
June
Key
Meta Pool
MetaDAO
Binance will add 10 new bStocks as collateral
According to the official announcement, Binance will add 10 bStocks tokens as eligible collateral in Cross Leverage, Portfolio Margin, and Portfolio Margin Pro on July 15, 2026 at 13:30 (UTC), including AppliedOptoelectronics (AAOIB), Arm (ARMB), Broadcom (AVGOB), Alibaba (BABAB), Robinhood (HOODB), IBM (IBMB), MarvellTechnology (MRVLB), Nokia (NOKB), RocketLab (RKLBB), and TSMC (TSMB). Relevant bStocks trading pairs will also support margin trading. This feature is only available to VIP3 and above users and does not support borrowing.
Binance
Relevant
Robinhood
VIP3
Binance to Add 10 bStocks as Collateral
according to the official announcement, Binance will add 10 bStocks tokens as eligible collateral in Cross Margin, Portfolio Margin, and Portfolio Margin Pro starting July 15, 2026, at 13:30 (UTC). The tokens include AppliedOptoelectronics (AAOIB), Arm (ARMB), Broadcom (AVGOB), Alibaba (BABAB), Robinhood (HOODB), IBM (IBMB), MarvellTechnology (MRVLB), Nokia (NOKB), RocketLab (RKLBB), and TSMC (TSMB). Related bStocks trading pairs will also support margin trading. This feature is only available to VIP3 and above users, and borrowing is not supported.
Binance
Robinhood
VIP3
JPMorgan: Software Profits Are Shifting from Model Layer to Infrastructure
According to TechFlow Research, a July 13 report from JPMorgan pointed out that Starbucks building its own AI tools to replace Microsoft and IBM software, Microsoft using its self-developed MAI to replace OpenAI and Anthropic models, and Meta developing cloud business to sell AI compute collectively illustrate a trend: the software profit pool is shifting downstream from the model layer. DigitalOcean's Q2 remaining performance obligations exceeded $800 million, a 10-fold year-over-year increase, with AI inference already accounting for a significant portion; over half of Cloudflare's requests originate from AI agents, and it launched a crawler paywall to open new revenue sources. Morgan Stanley believes model providers face pressure of being replaced, infrastructure layer demand remains strong but the structure is changing, enterprise customers' bargaining power is rising, and investment logic needs to shift from "model as winner" to "infrastructure and intermediary layers".
Shezhea NET
摩根大通
Goldman Sachs: IT Services 2Q Guidance Moves Towards Midpoint, IBM Becomes Relative Beneficiary
According to TechFlow Research, Goldman Sachs' July 10 IT Services sector 2Q preview indicated that macro uncertainty has affected client decision-making since April-May, and companies are expected to lower guidance ceilings and anchor to the midpoint. IBM is the sector's only Buy rating (target price $335); software resilience coupled with enterprise AI demand makes it a relative beneficiary, with expected 2Q revenue of $17.86 billion, full-year $71.3 billion, and growth rate of 5.2%. EPAM faces greater downside risk (Neutral, target price $110), with full-year organic growth guidance potentially narrowing from 2.5%-5.0% to 2.5%-4.0%. Cognizant, Globant, and TaskUs all maintain Neutral.
Neutral
Relative
Post-quantum cryptography security company QIZ Security completes $17 million seed funding round
According to PR Newswire, post-quantum cryptography (PQC) management platform QIZ Security announced the completion of a $17 million seed funding round, led by Bessemer Venture Partners and Merlin Ventures, with participation from Evolution Equity Partners, Qbeat Ventures, Singtel Innov8, and Qino Cyber Capital. The funding will be used to accelerate product development and market expansion. QIZ's core capabilities lie in providing enterprises with continuous crypto asset discovery, risk modeling, and remediation governance, helping organizations complete the migration to quantum-safe architecture before "Q-Day" (the point in time when quantum computers are expected to possess the capability to break existing encryption systems, anticipated around 2029) arrives. Currently, QIZ has established strategic partnerships with Cisco, AWS, Google, CrowdStrike, Deloitte, EY, and IBM, among others, with services covering the finance, telecommunications, healthcare, and critical infrastructure sectors. The company was co-founded by cybersecurity industry veterans Ben Volkow, Lenny Ridel, and former head of Deloitte's Global Quantum Cybersecurity team, Dr. Itan Barmes.
Agentwood Studios
Cyber
Merlin
Bitget has listed spot tokens for 45 stocks including IBM, Goldman Sachs, and Citigroup
According to the official announcement, Bitget has listed a total of 45 US stock and popular ETF spot tokens, including rIBM, rGS, rC (Citigroup), rAXP (American Express), and rJNJ (Johnson & Johnson). These cover multiple popular sectors such as cloud services and cybersecurity, fintech and new consumption, semiconductors, and commodity ETFs. For more details, please refer to the Bitget official platform.
Bitget
Bybit Launches IBM, Nokia, and Applied Materials Perpetual Contracts Today
Bybit has launched perpetual contracts for IBM (IBMUSDT), Nokia (NOKIAUSDT), and Applied Materials (AMATUSDT) today, offering up to 10x leverage. These contracts span three key tech sub-sectors: enterprise IT infrastructure, telecommunications equipment, and semiconductor equipment. Limited-time trading fee discounts are available upon listing: 0% fees for limit orders and 50% off fees for market orders.
Bybit
Binance to List Perpetual Contracts for Six U.S. Stocks Denominated in USDT: DELL, IBM, NOW, CRM, IREN, and ONDS
According to the official announcement, Binance Futures will launch six U.S. equity USDⓈ-margined perpetual contracts in batches on June 3, 2026, with underlying assets being Dell Technologies (DELLUSDT), IBM (IBMUSDT), ServiceNow (NOWUSDT), Salesforce (CRMUSDT), IREN Limited (IRENUSDT), and Ondas (ONDSUSDT). The launch window is from 09:00 to 09:25 (Beijing Time). Each contract offers a maximum leverage of 20x, supports 24/7 trading, and features funding rate settlements every eight hours, capped at ±2.00%.
Binance
ChangeNOW
June
NOWChain
Tether
IBM plans to invest $10 billion in quantum computing over the next five years, with its stock price currently at $322.9
IBM News posted on X, stating that IBM has announced plans to invest $10 billion in quantum computing over the next five years, covering research and development, capital expenditure, manufacturing scale, ecosystem collaboration, and mergers and acquisitions. This investment aims to accelerate IBM's quantum roadmap and solidify its U.S.-based leadership position in the quantum field.According to MSX.COM data, IBM's stock price is currently at $322.9, with a 24-hour increase of 0.77%.
based
Comput3 AI
IBM rises over 11% in pre-market trading; Bitget simultaneously lists 13 stock contracts including IBM and RTX
: Market data shows that IBM's stock price continues to rise, currently up over 11% in pre-market trading. To meet market trading demand, Bitget stock contracts have now listed 13 underlying assets, including IBM (International Business Machines Corporation), RTX (Raytheon Technologies), RCAT (Red Cat Holdings), AXON (Axon Enterprise), and NOW (ServiceNow). These cover popular sectors such as enterprise cloud services, aerospace and defense. The aforementioned contracts support up to 20x leverage.
Bitget
ChangeNOW
Market
NOWChain
RateX
HTX has launched perpetual contracts for QNTX, AMAT, and IBM and initiated a Contract Trading Party.
According to the official announcement, HTX (formerly Huobi) has launched perpetual contracts for QNTX/USDT, AMAT/USDT, and IBM/USDT on June 1, with a maximum leverage of 10x for all three. Concurrently, HTX is hosting a QNTX, AMAT, and IBM contract trading party from 15:00 on June 1 to 15:00 on June 8 (UTC+8), with a total prize pool of up to $20,000. During the event, users who register and trade QNTX/USDT, AMAT/USDT, or IBM/USDT perpetual contracts—achieving a cumulative effective trading volume of ≥$1,000—will be eligible to share the prize pool based on their trading volume ranking. Additionally, new contract traders completing trades in QNTX/USDT, AMAT/USDT, or IBM/USDT perpetual contracts will receive exclusive rewards.
based
HTX
June
Tether
IBM plans to invest $10 billion to build a large-scale quantum computer by 2029
: Tech giant IBM has announced plans to invest over $10 billion in the field of quantum computing over the next five years, further intensifying its focus on this cutting-edge technology track, with the goal of building the world's first large-scale quantum computer capable of stably and accurately executing complex computing tasks by 2029.IBM stated that the $10 billion investment will cover multiple areas, including R&D expenditure, capital expenditure, ecosystem cooperation, manufacturing capacity expansion, and mergers and acquisitions. The company will also invest $1 billion in Anderon. In the future, Anderon will not only serve IBM itself but also provide its chip manufacturing technology to external customers. Currently, the company has begun engaging with potential customers. (Reuters)
Trump administration provides total $2 billion in funding to 9 quantum computing companies
the Trump administration, through the U.S. Department of Commerce, provided a total of $2 billion in funding to 9 quantum computing companies in exchange for equity. $1 billion will be awarded to IBM, chip manufacturer GlobalFoundries will receive $375 million, publicly listed companies including D-Wave Quantum, Rigetti Computing, and Infleqtion will each receive $100 million, and startup Diraq is expected to receive $38 million. (Wall Street Journal)
Street
Wave