Hardware wallet Trezor’s customer data was leaked by a logistics provider, leading to the theft of sensitive information of over 13,000 customers.

According to market data from BIT (bit.com), US stocks opened higher and trended upward at the start of trading. The S&P 500 index rose 0.6%, hitting a new all-time high and breaking the 7,800-point threshold for the first time. The Nasdaq 100 index gained 1%.

Palo Alto, California-based cutting-edge AI research lab Pathway announced it has closed a new funding round, pushing its total seed financing to $30 million and post-money valuation to $500 million. Investors in the round include Id4 Ventures, TQ Ventures, Red Bridge Ventures, Kadmos Capital, and WS Investment Co., the investment arm of Wilson Sonsini. Jonathan Frankle, chief AI scientist at Databricks and an angel investor, also participated. Pathway focuses on research and development of "post-Transformer" model architectures, a direction emerging as a frontier focus in the AI space. The company said it will use the new capital to expand its high-performance computing capabilities—including purchasing next-generation NVIDIA Blackwell/GB300 systems—and accelerate development of industry-specific inference models for the financial services, technology, and healthcare sectors.

According to market data from BIT (bit.com), the Neocloud (new cloud) sector strengthened after the US stock market opened, with IREN rising more than 5%, while Nebius and Coreweave opened lower before climbing higher, gaining over 3% each. Neocloud sector leader Nebius surged 34.14% in yesterday’s trading, notching its largest single-day gain since September last year. Nebius (NBIS) recently released its second-quarter financial report: the company’s Q2 revenue hit $582.3 million, a 454% jump from $105.1 million in the same period last year. Adjusted EBITDA for Q2 came in at $236.2 million, compared to a $21 million loss in the year-ago quarter, turning profitable; adjusted net loss narrowed by 64% to $33.2 million, down from a $91.5 million loss in the same period last year.

According to market data from BIT (bit.com), the storage sector posted broad gains at the start of US stock trading, with individual stocks rising as follows: Seagate Technology (STX) up 1.35%; Western Digital (WDC) up 3.72%; SanDisk (SNDK) up 4.2%; Micron Technology (MU) up 3.1%; and SK Hynix ADR up 3.1%.

According to market data from BIT (Bit.com), AI chipmaker Cerebras opened with a sharp 13.7% drop, trading at $226.5 per share. Cerebras' Q2 financial results were mixed: total revenue reached $210 million, up 103% year-over-year; cloud business revenue hit $126 million, surging nearly fourfold year-over-year, while hardware sales fell 23% year-over-year to $54.1 million. The company posted a net loss of $450.5 million for the quarter, compared to a net profit of $309.5 million in the same period last year.

According to market data from BIT (bit.com), the US-listed optical communications sector opened mixed. Leading optical communications giant Coherent (COHR) fell over 3% despite its new quarter’s earnings guidance exceeding all market expectations. The company reported Q4 fiscal quarter revenue of $2.05 billion in yesterday’s after-hours trading, up 34% year-over-year, beating the market forecast of $1.98–$2.02 billion. It projected Q1 fiscal quarter revenue of $2.20–$2.40 billion, higher than the expected $2.13 billion, with adjusted EPS forecast at $1.85–$2.05, also above the consensus estimate of $1.77. Pure Photonics ETF (FOTO) rose 0.05%; Corning (GLW) fell 0.19%; Marvell Technology (MRVL) gained 1.73%; Applied Optoelectronics (AAOI) dropped 1.10%. AAOI is a manufacturer of high-speed optical modules (800G/1.6T) focused on AI data center transceivers. Lumentum Holdings (LITE) declined 0.39%, a core supplier of optical communications lasers and modules serving major AI data center players. Coherent Corp (COHR) fell 3.76%, a leading provider of lasers, optical components and photonics solutions covering data center and industrial sectors. Ciena Corporation (CIEN) advanced 0.93%, which produces high-speed SerDes and connectivity chips and specializes in low-power interconnections for AI data centers.