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Anthropic Abandons $7 Billion MatX Acquisition, Shifts Focus to Exploring Custom Chip Partnerships
According to Reuters, Anthropic had planned to acquire AI chip startup MatX for $7 billion, but ultimately abandoned the deal. MatX is currently seeking approximately $4 billion in new funding. Anthropic is now in talks with several chip startups, planning to accelerate hardware development for its AI model Claude through self-developed custom chips to reduce reliance on Nvidia chips.
Nvidia Earnings Preview: Q2 Revenue Expected to Nearly Double to $92.17 Billion, Market Focus on AI Chip Demand and Supply Chain Pressures
Odaily News Nvidia will release its fiscal 2026 second-quarter earnings after the U.S. market close. According to analyst estimates compiled by LSEG, the company's quarterly earnings per share are expected to be $2.10, with revenue projected to reach $92.17 billion.The market expects Nvidia's revenue to nearly double from $46.7 billion in the same period last year, continuing the rapid growth driven by the wave of artificial intelligence infrastructure investment. As a core supplier of AI computing power, Nvidia's GPUs are widely used to train and run advanced AI models, and the company is also involved in advancing the construction of next-generation AI data centers through financing support and other means.However, after nearly three years of significant gains, investor expectations for Nvidia have become more cautious. As of Tuesday's close, Nvidia has risen approximately 14% year-to-date, slightly outperforming the Nasdaq index. Market concerns include competitive pressure from rivals such as AMD and Google, as well as rising costs stemming from the global memory chip shortage.Currently, Nvidia is in a new product cycle, with its latest Vera Rubin AI system already being delivered to customers including Microsoft and OpenAI. Investors will focus on sales progress and supply conditions for the Rubin and Blackwell chip families, as well as the company's outlook for future AI computing power demand.Nvidia CEO Jensen Huang has previously stated that he expects the current product cycle based on the Blackwell and Vera Rubin architectures to generate cumulative sales of $1 trillion by 2027. The company will hold its earnings conference call at 5:00 PM ET. (CNBC)
Ethlabs Week 2 Progress: Focus on Cross-Chain Interoperability, PropAMMs, ENS
Ethlabs 发布第二周进展，称随着项目进入启动与融资阶段，外部沟通持续增加。团队表示，正推进基于零知识技术的异步互操作方案，以提升跨链桥安全性和资产分发效率；其中，L2 至 L1 可由 intents 作为过渡方案，L1 至 L2 延迟则有望通过 FCR 改善。
Bitget UEX continues to expand, now supporting over 340 US stock assets
amidst the US earnings season and the continuous advancement of AI narratives by tech giants, according to official sources from Bitget, the platform has recently added 10 new US stock contract targets. As a result, Bitget's Universal Exchange (UEX) now supports 263 US stock tokens and 81 US stock contracts. The total number of US stock-related assets tradable across the entire platform has exceeded 340.This week enters a period of密集 earnings reports and macroeconomic data releases. Through continuous expansion, Bitget aims to provide users with a wide range of cross-market asset allocation channels.3 Key Focus Targets This Week:• NVDA (NVIDIA): Will release Q1 earnings after the US market closes on May 20. The implied volatility from the options market suggests a potential single-day swing of over 7.5%. As the core of AI computing power, its performance will directly impact the overall valuation trend of the tech sector.• GOOGL (Google): Recently, at its I/O conference, Google intensively released multiple new products such as Gemini 3.5 and AI agents. The market is closely monitoring the subsequent pace of commercial implementation and revenue monetization capabilities.• WMT (Walmart): Will release Q1 earnings before the market opens on May 21. As a retail giant, Walmart's resilience during the consumer downturn cycle is under significant scrutiny. The earnings results and guidance will directly influence investors' assessment of full-year growth expectations and the stock's short-term performance.
Gate Research: Crypto Market Warms Up in April with RWA and On-Chain Capital Flow in Focus
Odaily Odaily News Gate Research recently released its "April 2026 Cryptocurrency Market Review" report, indicating that the overall cryptocurrency market saw a volatile upward trend in April, with total market capitalization significantly higher than in March. BTC and ETH ETF trading volumes maintained high volatility overall. The report shows continued divergence in activity across major public chain ecosystems. Solana's daily transaction volume remained in the range of approximately 90 million to 110 million transactions, maintaining its leading position.Regarding trending sectors, the report notes that Pokemon TCG RWA has become one of the fastest-growing on-chain RWA sub-sectors, entering a second explosive growth phase in April. Major trading platforms saw monthly trading volumes exceed $220 million, with weekly revenue briefly approaching $6 million, setting new historical records. Meanwhile, Aave experienced its most severe liquidity crisis ever in April, with TVL outflows reaching tens of billions of dollars within a few days and net outflows exceeding $9 billion for the entire month.In terms of fundraising and security incidents, the Web3 industry completed 51 financing rounds in April, totaling approximately $834 million, with capital further concentrating on leading financial and infrastructure tracks. Among these, Payward ranked first for the month with a $200 million financing round. On the security front, Web3 security incidents in April resulted in losses of approximately $306 million, a month-over-month increase of about 858%, primarily driven by a single cross-chain infrastructure attack on Kelp DAO worth approximately $293 million. The report suggests that against the backdrop of a recovering market, on-chain activity and capital liquidity are both increasing simultaneously. However, the security risks associated with cross-chain infrastructure and high-leverage protocols remain worthy of continued attention.
Multi Investment Completes CHF 480 Million Fundraising, Intensifying Focus on Blockchain and Web3 Investments
Odaily Odaily Planet Daily reports that Swiss investment institution Multi Investment has announced the completion of a CHF 480 million (approximately USD 616 million) fundraising round, bringing its total assets under management to over CHF 3 billion. The initiative aims to further advance its portfolio diversification strategy, with a key focus on high-growth sectors including FinTech, Deep Tech, Blockchain, and Web3. Multi Investment plans to increase its investment intensity in these strategic areas before the third quarter of 2026, with multiple deals currently under evaluation. It also intends to rapidly expand its influence within relevant emerging ecosystems. (eqs-news)
QCP: Market Has Priced In a 25 Basis Point Fed Rate Hike, Focus Shifts to Policy Guidance
QCP released a report on September 14 stating that the market has largely priced in expectations of a 25 basis point rate hike by the Federal Reserve this week, with attention shifting to the language of the rate hike announcement and signals regarding the future rate path. U.S. August CPI rose 0.4% month-over-month and 3.4% year-over-year, while core CPI rose 0.3% month-over-month, with the year-over-year growth rate of core CPI declining from 2.5% to 2.4%.Bitcoin briefly fell to $76,700 following the release of the CPI data, before recovering to around $77,600; Ethereum remained near $2,500. Spot Bitcoin ETFs saw net outflows of $463 million last week, with net outflows slowing to $13.2 million on Friday; spot Ethereum ETFs saw net inflows of $197 million, with single-day net inflows of $216 million on Friday.
US Senate formally launches investigation into OpenAI: Focus on Hugging Face AI agent intrusion incident
Odaily News: The U.S. Senate announced that a Republican-led subcommittee has formally launched an investigation into OpenAI regarding its response to the July Hugging Face intrusion incident.It is reported that subcommittee chairman and Republican Senator Josh Hawley stated in a letter to OpenAI CEO Sam Altman on September 9 that OpenAI "redacted many important details" and continued testing after detecting anomalous AI behavior, calling the practice "reckless," and demanded that relevant responses and documents be submitted by October 1. In addition, Democratic Senator Richard Blumenthal also wrote to Sam Altman, requesting an explanation regarding reports that OpenAI's agents more broadly circumvented safeguards. The investigation stems from OpenAI's disclosure that its internally tested models bypassed isolation controls and intruded into some of Hugging Face's systems, after which Anthropic and Meta also reported similar AI agent intrusion incidents. (Reuters)
QCP: US Employment Data Beats Expectations, Crypto Market Focus Shifts to Inflation and Fed Policy
According to QCP's market report, in the crypto market, Bitcoin initially climbed above $82,000 early in the week before pulling back to around $79,300; Ethereum remained steady at approximately $2,500. From September 1 to 4, spot Bitcoin ETFs recorded $770 million in net inflows, indicating that institutional capital continues to participate in market pricing.
September 1 Key Focus: Multiple Macroeconomic Data Releases and Remarks from Fed Officials
Today will see the release of China’s manufacturing PMI, the preliminary Eurozone CPI, the U.S. ISM Manufacturing PMI, and JOLTS job openings, among other key macroeconomic data. Federal Reserve official Barr will speak this evening, with markets closely monitoring policy signals.
Federal Reserve Chair Warsh Responds to External Concerns, Emphasizing "Price Stability as the Primary Focus"
Odaily News: Federal Reserve Chair Warsh stated, "Although the PCE and CPI data released this summer were better than expected, they have not convinced me that there has been a meaningful improvement in the underlying trend of inflation." "Market prices reflect the market's belief that we will achieve price stability. I can assure you that the market's judgment is correct."Warsh subsequently stated that with inflation above 2%, the Federal Reserve's "primary focus at present should be on prices." Warsh's highly anticipated remarks come amid criticism of his streamlined communication strategy. Economists and market participants believe this strategy has lacked clear articulation regarding the near-term economic and monetary policy outlook.Warsh's comments appear to address these concerns, as he elaborated more deeply than before on his views of the economic situation and the policy priorities of the Federal Reserve under his leadership. He said, "Let us also be clear about another aspect of our goal: price stability will not be achieved automatically, and inflation will not necessarily return to target on its own. Achieving price stability is the responsibility of the Federal Reserve." It is expected that Warsh will not answer questions raised by central bank officials and economists on site.
AI Becomes Focus of Massachusetts Senate Primary as Anthropic Spends $500,000 to Support Candidate Markey
According to CNBC, the Democratic Senate primary in Massachusetts will take place next Tuesday, with artificial intelligence emerging as a central focus. The race between incumbent Senator Ed Markey, 80, and Representative Seth Moulton, 47, continues to heat up. Moulton seized on Markey's gaffe during a debate where he admitted to not knowing whether he uses AI himself, turning it into a campaign ad that cited the incident as exactly "why we need a new generation of leaders." Public First Action, an organization supported by Anthropic, donated $500,000 to the Markey-supporting PAC "Commonwealth Together," citing Markey's "clear support for AI regulation" and his leadership in driving a 99-to-1 vote to remove a statewide AI regulatory ban provision from a budget reconciliation bill. Anthropic has previously donated $20 million to the organization. Both candidates advocate for stronger AI regulation: Moulton calls for federal AI legislation, while Markey has introduced an "AI Accountability Agenda." Markey also boasts endorsements from prominent progressive figures such as Sanders, Warren, and Ocasio-Cortez. Latest polls show Markey leading Moulton by 35 percentage points, 63% to 28%.
QCP: Market Has Priced In a 25 Basis Point Fed Rate Hike, Focus Shifts to Policy Guidance
QCP released a report on September 14 stating that the market has largely priced in expectations of a 25 basis point rate hike by the Federal Reserve this week, with attention shifting to the language of the rate hike announcement and signals regarding the future rate path. U.S. August CPI rose 0.4% month-over-month and 3.4% year-over-year, while core CPI rose 0.3% month-over-month, with the year-over-year growth rate of core CPI declining from 2.5% to 2.4%.Bitcoin briefly fell to $76,700 following the release of the CPI data, before recovering to around $77,600; Ethereum remained near $2,500. Spot Bitcoin ETFs saw net outflows of $463 million last week, with net outflows slowing to $13.2 million on Friday; spot Ethereum ETFs saw net inflows of $197 million, with single-day net inflows of $216 million on Friday.
QCP: US Employment Data Beats Expectations, Crypto Market Focus Shifts to Inflation and Fed Policy
According to QCP's market report, in the crypto market, Bitcoin initially climbed above $82,000 early in the week before pulling back to around $79,300; Ethereum remained steady at approximately $2,500. From September 1 to 4, spot Bitcoin ETFs recorded $770 million in net inflows, indicating that institutional capital continues to participate in market pricing.
Nvidia Earnings Preview: Q2 Revenue Expected to Nearly Double to $92.17 Billion, Market Focus on AI Chip Demand and Supply Chain Pressures
Odaily News Nvidia will release its fiscal 2026 second-quarter earnings after the U.S. market close. According to analyst estimates compiled by LSEG, the company's quarterly earnings per share are expected to be $2.10, with revenue projected to reach $92.17 billion.The market expects Nvidia's revenue to nearly double from $46.7 billion in the same period last year, continuing the rapid growth driven by the wave of artificial intelligence infrastructure investment. As a core supplier of AI computing power, Nvidia's GPUs are widely used to train and run advanced AI models, and the company is also involved in advancing the construction of next-generation AI data centers through financing support and other means.However, after nearly three years of significant gains, investor expectations for Nvidia have become more cautious. As of Tuesday's close, Nvidia has risen approximately 14% year-to-date, slightly outperforming the Nasdaq index. Market concerns include competitive pressure from rivals such as AMD and Google, as well as rising costs stemming from the global memory chip shortage.Currently, Nvidia is in a new product cycle, with its latest Vera Rubin AI system already being delivered to customers including Microsoft and OpenAI. Investors will focus on sales progress and supply conditions for the Rubin and Blackwell chip families, as well as the company's outlook for future AI computing power demand.Nvidia CEO Jensen Huang has previously stated that he expects the current product cycle based on the Blackwell and Vera Rubin architectures to generate cumulative sales of $1 trillion by 2027. The company will hold its earnings conference call at 5:00 PM ET. (CNBC)
Man defrauds 70-year-old living alone of nearly 14 million yuan, loses all after investing it all in virtual currency trading, has been criminally detained
According to Xinmin Evening News, based on reports from Case Focus and Kankan News, Ms. Sun, an elderly woman in her seventies living alone in Shanghai, had nearly 14 million yuan borrowed from her by her upstairs neighbor, Hua Ming, within a short span of two months under the pretenses of "family emergencies" and "high returns." Hua Ming used a property deed under his ex-wife's name as collateral to gain trust, despite having actually divorced back in 2019, and he held no assets or stable income under his name. Upon investigation, the tens of millions of yuan defrauded were all invested by Hua Ming into illegal virtual currency trading, resulting in a total loss. The involved funds ultimately flowed into accounts belonging to virtual currency dealers and black-and-grey industry money laundering operations. Currently, Hua Ming has been criminally detained by the public security organs in accordance with the law on suspicion of fraud, and the whereabouts of the involved funds are still under further investigation.
Well-Known Trader: Bitcoin Short-Term Focus on $65,300 Key Resistance, Range-Bound Pattern Unchanged
Well-known trader Killa stated that Bitcoin remains in a narrow range consolidation phase in the short term, with $65,300 being the current key threshold.
Serenity: Still Bullish on Memory Stocks, Photonics Sector Focus Shifts Back to AXTI and LITE
Odaily Planet Daily Report: "White-Haired Stock God" Serenity stated on the X platform that he remains bullish on memory stocks such as MU and Samsung. In addition, this week, the focus in the photonics sector has shifted back to AXT and Lumentum. The photonics industry has previously shown signs of supply tightness, with Coherent ($COHR) and Lumentum ($LITE) laser production capacity for the next two years already sold out. AAOI's recent earnings report also showed continued strong demand for optical modules.Meanwhile, a large number of retail investors have been panic-selling in the storage sector. There are indeed some changes in the market at present, such as Nvidia's Rubin Ultra optimizing for memory, and memory prices no longer rising as significantly as previously expected. However, at current prices, the operating profit of storage companies relative to their market capitalization remains extremely compelling, especially given the structural growth in storage demand. Moreover, the supply-demand imbalance next year could become even more severe.Serenity noted that the market tends to panic when an industry declines and follows new narratives. For example, helium during the Iran war, the LNG market, and SpaceX's earnings call, which once again emphasized storage supply tightness. Many times, industry bottlenecks and fundamentals haven't changed significantly, but market sentiment has already undergone a massive shift.
Tokenized RWAs Surpass $38 Billion, Market Focus Shifts from Listing to Utility
According to Cryptopolitan, the on-chain market size of tokenized real-world assets (RWA) has surpassed $38.6 billion, with over 4.24 million holding addresses. Among these, US Treasuries account for the largest share at over $15.9 billion; commodities $4.9 billion, active strategies $3.6 billion, asset-backed credit $2.56 billion, and tokenized stocks $2.52 billion. In terms of on-chain distribution, Ethereum leads with $17.3 billion, followed by BNB Chain at $5.6 billion, while Solana ranks third with $4.3 billion.
QCP: Market Has Priced In a 25 Basis Point Fed Rate Hike, Focus Shifts to Policy Guidance
QCP released a report on September 14 stating that the market has largely priced in expectations of a 25 basis point rate hike by the Federal Reserve this week, with attention shifting to the language of the rate hike announcement and signals regarding the future rate path. U.S. August CPI rose 0.4% month-over-month and 3.4% year-over-year, while core CPI rose 0.3% month-over-month, with the year-over-year growth rate of core CPI declining from 2.5% to 2.4%.Bitcoin briefly fell to $76,700 following the release of the CPI data, before recovering to around $77,600; Ethereum remained near $2,500. Spot Bitcoin ETFs saw net outflows of $463 million last week, with net outflows slowing to $13.2 million on Friday; spot Ethereum ETFs saw net inflows of $197 million, with single-day net inflows of $216 million on Friday.
Morgan Stanley: GPT-6 Astra Reshapes AI Demand, Compute Remains the Top Priority Allocation Focus
According to Chaoxiang Research, Morgan Stanley's September 7 report states that the release of GPT-6 Astra is strengthening the AI infrastructure investment narrative. Large models trained on 1 million GPUs and expanded to encompass broad capabilities such as reasoning, engineering, and physical world tasks will expand the AI addressable revenue pool. Morgan Stanley believes that the current risk of underestimating AI investments now outweighs the risk of overestimating them. After investors significantly reduced their AI positions, the market pullback provides a window to reposition.
QCP: US Employment Data Beats Expectations, Crypto Market Focus Shifts to Inflation and Fed Policy
According to QCP's market report, in the crypto market, Bitcoin initially climbed above $82,000 early in the week before pulling back to around $79,300; Ethereum remained steady at approximately $2,500. From September 1 to 4, spot Bitcoin ETFs recorded $770 million in net inflows, indicating that institutional capital continues to participate in market pricing.
September 4, 2026: Key Focus on Non-Farm Payrolls and Federal Reserve Officials' Speeches
On Friday, September 4, 2026, US August nonfarm payrolls, unemployment rate, and wage data will be released. On the same day, multiple Federal Reserve officials and the Bank of England Governor will speak, while eurozone retail sales data will also be published concurrently.
Goldman Sachs: Communacopia Conference Preview, Five Key Semiconductor Debate Themes Focus on the Sustainability of AI Investment
According to Chaoxiang Research, a Goldman Sachs report dated September 1 notes that the Communacopia Tech Conference will be held in San Francisco from September 8 to 11, with 32 global technology companies attending. Ahead of the event, Goldman Sachs released a preview of five major debate themes on semiconductors, with core tensions focusing on the sustainability and constraints of AI infrastructure investment. Goldman Sachs anticipates that the overall tone of participating companies will lean optimistic, highlighting robust spending from hyperscalers and incremental demand for agentic AI.
Related news
Tokenized RWAs Surpass $38 Billion, Market Focus Shifts from Listing to Utility
According to Cryptopolitan, the on-chain market size of tokenized real-world assets (RWA) has surpassed $38.6 billion, with over 4.24 million holding addresses. Among these, US Treasuries account for the largest share at over $15.9 billion; commodities $4.9 billion, active strategies $3.6 billion, asset-backed credit $2.56 billion, and tokenized stocks $2.52 billion. In terms of on-chain distribution, Ethereum leads with $17.3 billion, followed by BNB Chain at $5.6 billion, while Solana ranks third with $4.3 billion.
QCP: Market Has Priced In a 25 Basis Point Fed Rate Hike, Focus Shifts to Policy Guidance
QCP released a report on September 14 stating that the market has largely priced in expectations of a 25 basis point rate hike by the Federal Reserve this week, with attention shifting to the language of the rate hike announcement and signals regarding the future rate path. U.S. August CPI rose 0.4% month-over-month and 3.4% year-over-year, while core CPI rose 0.3% month-over-month, with the year-over-year growth rate of core CPI declining from 2.5% to 2.4%.Bitcoin briefly fell to $76,700 following the release of the CPI data, before recovering to around $77,600; Ethereum remained near $2,500. Spot Bitcoin ETFs saw net outflows of $463 million last week, with net outflows slowing to $13.2 million on Friday; spot Ethereum ETFs saw net inflows of $197 million, with single-day net inflows of $216 million on Friday.
US Senate formally launches investigation into OpenAI: Focus on Hugging Face AI agent intrusion incident
Odaily News: The U.S. Senate announced that a Republican-led subcommittee has formally launched an investigation into OpenAI regarding its response to the July Hugging Face intrusion incident.It is reported that subcommittee chairman and Republican Senator Josh Hawley stated in a letter to OpenAI CEO Sam Altman on September 9 that OpenAI "redacted many important details" and continued testing after detecting anomalous AI behavior, calling the practice "reckless," and demanded that relevant responses and documents be submitted by October 1. In addition, Democratic Senator Richard Blumenthal also wrote to Sam Altman, requesting an explanation regarding reports that OpenAI's agents more broadly circumvented safeguards. The investigation stems from OpenAI's disclosure that its internally tested models bypassed isolation controls and intruded into some of Hugging Face's systems, after which Anthropic and Meta also reported similar AI agent intrusion incidents. (Reuters)
Morgan Stanley: GPT-6 Astra Reshapes AI Demand, Compute Remains the Top Priority Allocation Focus
According to Chaoxiang Research, Morgan Stanley's September 7 report states that the release of GPT-6 Astra is strengthening the AI infrastructure investment narrative. Large models trained on 1 million GPUs and expanded to encompass broad capabilities such as reasoning, engineering, and physical world tasks will expand the AI addressable revenue pool. Morgan Stanley believes that the current risk of underestimating AI investments now outweighs the risk of overestimating them. After investors significantly reduced their AI positions, the market pullback provides a window to reposition.
QCP: US Employment Data Beats Expectations, Crypto Market Focus Shifts to Inflation and Fed Policy
According to QCP's market report, in the crypto market, Bitcoin initially climbed above $82,000 early in the week before pulling back to around $79,300; Ethereum remained steady at approximately $2,500. From September 1 to 4, spot Bitcoin ETFs recorded $770 million in net inflows, indicating that institutional capital continues to participate in market pricing.
US Inflation Data and Coinbase Perpetual Futures Migration Become Focus of Crypto Market This Week
According to CoinDesk, the crypto market will focus this week on US inflation data, major central bank interest rate decisions, and industry events. The US will release August Producer Price Index and Consumer Price Index data, which will serve as important inflation benchmarks ahead of the Federal Reserve's September meeting. The European Central Bank and the Central Bank of Russia will also announce their respective interest rate decisions.