Huang Renxun has left Beijing, and NVIDIA has not disclosed whether Huang Renxun met with the DeepSeek founder.

Anthropic has formed strategic partnerships with Macquarie and Singaporean sovereign wealth fund GIC to build data centers for Claude developers. The newly established entity, named Theseus Infrastructure, will serve as the vehicle for developing AI computing sites, with an initial focus on the U.S. Macquarie and GIC have committed to providing the majority of equity funding for each project, while Anthropic has pledged to cover any increases in consumer electricity prices stemming from these facilities.

Key pre-market news for US stocks on Monday: 1. Intel fell over 5% in pre-market trading as the chipmaker plans to raise $15 billion to expand its AI investments, joining the AI infrastructure financing wave. 2. BitMine added 7,391 ETH to its holdings last week, lifting its total ETH position to 5,805,238. The firm’s staked Ethereum holdings rose to 5,067,309, accounting for 87% of its total holdings, with current annualized staking yield standing at around $257 million. 3. Nvidia plans to invest up to $30 billion in Lancium to support AI data center power infrastructure. 4. Jefferies downgraded Apple’s stock rating from "Hold" to "Underperform" and cut its price target for the tech giant from $285.56 to $263.66. 5. TSMC reported July revenue of NT$467.58 billion, up 44.7% year-over-year. The semiconductor giant and Sony plan to jointly invest around ￥1 trillion to develop and manufacture next-generation image sensor chips. 6. Strategy sold 1,690 BTC last week, bringing its U.S. dollar reserve to $4.65 billion. 7. Meta launched a lightweight AI model called Muse Glimmer, an open-source model available for free download and "runnable on a single local GPU". 8. Berkshire Hathaway has deployed over $3.3 billion to repurchase its own shares between Q3 (July 1) and July 29. 9. Archer Aviation rose over 18% in pre-market trading as Boeing plans to invest in and partner with the eVTOL aircraft maker.

White House economic advisor Kevin Hassett has stated that if Federal Reserve Governor Lisa Cook is removed from her post over related allegations, he will not take over her position. Hassett noted that the allegations against Cook are matters for law enforcement to investigate, adding that he "hopes Cook is innocent". Earlier, Cook is challenging the Trump administration’s attempt to oust her from her Federal Reserve Governor role. On monetary policy, Hassett said that if he were involved in decision-making, he would lean toward keeping current interest rates steady or cutting them. He believes U.S. inflation is easing, while supply-side growth momentum remains strong, creating space for a more accommodative policy environment.

Intel announced plans to raise approximately $15 billion through a public common stock offering to strengthen its balance sheet and support investments in AI computing, self-developed chips, advanced packaging, external wafer foundry services, and "physical AI" related businesses. The company stated that the offering proceeds 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. Led by underwriters, the offering is not an "at-the-market" (ATM) stock sales program, meaning the shares have not yet been priced or sold. Underwriters are also expected to receive a 30-day overallotment option, allowing them to purchase up to an additional $2.25 billion in shares, bringing the total potential fundraising size to $17.25 billion. JPMorgan Chase, Goldman Sachs, Morgan Stanley, and Citigroup serve as joint bookrunners. Intel’s stock has risen more than 175% year-to-date, but fell as much as 4.62% in premarket trading on Monday following the fundraising news. The financing comes as global AI infrastructure investment enters a phase of rapid expansion. This year, AI-related capital expenditures are projected to hit $1 trillion, with hyperscale cloud computing companies gradually shifting from relying on free cash flow and debt financing to equity financing. Alphabet, Google’s parent, has already raised large sums in the equity market, while Microsoft, Amazon, and Meta still rely primarily on cash flow, debt, leases, and structured financing to support their AI expansion. Goldman Sachs forecasts that capital expenditures for hyperscale cloud providers could rise further to $1.4 trillion by 2027. Intel’s latest fundraising is viewed as another example of the AI infrastructure investment wave, reflecting that as demand for AI computing power continues to grow, related companies are seeking more capital channels to support long-term expansion.

On-chain detective ZachXBT has exposed US national Tiffany Milanovich, an alleged attacker who scammed victims by impersonating hardware wallet and centralized exchange customer support, stealing at least $5 million in crypto assets in total. ZachXBT noted that Tiffany primarily acts as a "phone scammer", posing as support staff from trading platforms or wallets to trick victims into surrendering account access. After transferring funds, she was recorded mocking victims during calls and publicly flaunting luxury spending. According to the disclosure, in June 2026, a victim lost $1.2 million in BTC and ETH from their Trezor wallet after falling prey to a fake BitcoinIRA email attack. ZachXBT said the attackers later flaunted the funds in Telegram groups, while two other attackers named "bled" and "harm" are suspected of providing phishing infrastructure. Additionally, in October 2025, Tiffany and her gang allegedly stole around $500,000 in Bitcoin from a Coinbase user by impersonating customer support. In February 2026, she also displayed the allegedly stolen fund balance during a Discord call with other attackers to show off. ZachXBT stated that Tiffany is also suspected of using victims' funds for gambling and mocking victims during scams. The relevant accounts have now been reported, and the Shuffle platform confirmed it will take banning measures. ZachXBT added that some attackers also allegedly exaggerated theft amounts by forging wallet screenshots and editing videos to boost their influence in underground circles.

BitMine added 7,391 Ethereum to its holdings last week. As of August 9, 2026, its total Ethereum holdings reached 5,805,238 coins, accounting for approximately 4.8% of Ethereum’s total supply. Currently, BitMine’s total assets including cryptocurrencies, cash, and other investments are valued at around $11.6 billion, which includes $104 million in cash and securities, 209 Bitcoin, $180 million in equity assets of Beast Industries, and a $69 million investment in Eightco Holdings (ORBS). Additionally, the number of Ethereum it has staked has increased to 5,067,309 coins (representing 87% of its total holdings), valued at roughly $9.8 billion, with an annualized staking yield of approximately $257 million. During the same period, the company repurchased 3 million common shares, bringing its total repurchases since July 1 to 19.1 million shares.