AI company Humain plans to launch a $2.5 billion fund focused on data center investments.

According to market data from BIT (bit.com), US-listed AI software stocks are rallying. Snowflake surged over 21% following its earnings report, with ServiceNow up more than 6%, Palantir rising nearly 6%, Salesforce climbing almost 4%, and Applovin gaining over 3%. Snowflake previously released its fiscal 2027 second quarter financial results, which ended July 31, 2026. Its product revenue hit $1.49 billion, up 37% year-over-year, while total revenue reached $1.55 billion, growing 35% year-over-year.

Beating AI News Flash, according to a report from Axios, an OpenAI spokesperson revealed that OpenAI President Greg Brockman is expected to announce an expansion of access to the company’s AI tools for critical infrastructure and public sector entities. The spokesperson noted that Brockman will make the announcement on Thursday at a cybersecurity summit hosted at OpenAI’s headquarters. Approximately 300 security executives and chief information security officers (CISOs) from Fortune 100 companies are set to attend the summit, which will focus on how enterprises, governments, and cybersecurity firms can deploy AI tools to defenders—including critical infrastructure organizations and public service agencies. This comes as OpenAI addresses security concerns surrounding its models, following the recent breach of Hugging Face, and the company’s upcoming Astra model has reached a "critical" level of cybersecurity capability.

According to market data from BIT (bit.com), US stocks opened with gains: the Dow Jones Industrial Average rose 0.59%, the S&P 500 climbed 0.4%, and the Nasdaq added 0.45%. The storage sector saw broad declines: SanDisk (SNDK) fell 1.6%, Micron Technology (MU) dropped 2.2%, SK Hynix (SKHY) declined 3.4%, Western Digital (WDC) slid 5.1%, and Seagate Technology (STX) decreased 4%.

According to market data from BIT (bit.com), crypto-related stocks rallied at the opening of US stock trading: Strategy (MSTR) rose 6.62%, with its perpetual preferred stock STRC currently trading at $97.22; Coinbase (COIN) gained 6.3%; Circle (CRCL) climbed 7.05%; BitMine Immersion (BMNR) increased 4.3%; SharpLink Gaming (SBET) rose 5.2%.

Federal Reserve Governor Waller stated that the Federal Reserve must establish clear and consistent policy reaction rules, otherwise markets will be unable to make predictions. He added that while specific quantification of the reaction function may have flaws, it is highly important from a qualitative perspective; his views on the perfection of the reaction function differ sharply from those of Federal Reserve Chair Walsh. On the issue of Federal Reserve transparency, Waller said surprising the markets serves no benefit, criticizing the "never explain" approach as an outdated and ineffective model, noting that appropriately disclosing future policy directions would be preferable. Waller also noted that there are significant internal disagreements within the Federal Reserve over communication matters, with strong opposition to scenario analysis emerging last year, and it remains unclear what the communication working group will achieve. Regarding discussions of the balance sheet working group, he will oppose any proposals that would push reserves back into a scarce state. For the data working group, he emphasized the need to guard against trust issues, advocating for the use of verifiable data, and added that the inflation working group may be most helpful to the Federal Open Market Committee (FOMC).

According to GMGN market data, the Robinhood crypto-stock meme coin BONER briefly hit a market cap of over $69 million, and has now retreated to $61 million. It posted a 30.8% 24-hour increase, with a 24-hour trading volume of $17 million. BONER is paired with the stock token HIMS. BlockBeats Note: Stock Meme is an emerging concept that merges traditional meme coins with tokenized U.S. stocks. Unlike meme coins paired with USDT or ETH, these tokens are directly matched with on-chain U.S. stock tokens (such as NVDA, TSLA, AAPL, etc.). This model retains the high volatility and community-driven speculative traits of meme coins, while leveraging the popularity and narratives of real stocks. Typically, a portion of transaction fees is redirected to the community treasury to accumulate the corresponding U.S. stock tokens, forming a dual-driven model of "sentiment speculation + real asset anchoring". Related tokens are highly volatile, so users are advised to exercise caution when investing.