10 #Bitcoin ETFs inflows 2,586 $BTC(+$247.92M) and 9 #Ethereum ETFs outflows 20,884 $ETH(-$70.69M) yesterday.

Whale 0xC8b5, who lost over $1M on each of the previous 3 trades, is taking another big loss on $SKHX. The whale went long on 37,229 $SKHX ($34.28M) yesterday and is now down $2.26M.

Institutions keep selling $HYPE! Multicoin Capital deposited another 137,100 $HYPE ($7.51M) into Coinbase Prime over the past 10 hours. Bitwise deposited another 22,463 $HYPE ($1.23M) into Coinbase 9 hours ago.

Semiconductor equipment manufacturer Lam Research (LRCX) released its latest financial results. For the fourth quarter of fiscal 2026, the company reported earnings per share (EPS) of $1.82, beating the market consensus estimate of $1.69; revenue came in at $6.72 billion, also exceeding the market expectation of $6.66 billion. The firm also issued performance guidance for the first quarter of fiscal 2027, projecting EPS in a range of $2.00 to $2.30, higher than the market forecast of $1.81; revenue is expected to be between $7.7 billion and $8.5 billion, surpassing the market estimate of $7.0 billion. Lam Research noted that AI data center construction, memory chip demand, and sustained growth in semiconductor capital expenditure remain core drivers of its business growth. Driven by the strong results and guidance, the company’s latest quarterly performance overall outperformed market expectations. As of press time, Lam Research’s U.S. stock was up 6.58% in after-hours trading.

Thinking Machines Lab co-founder Lilian Weng resigned for health reasons—including recurring illness over the past seven months and overwhelming startup pressure—only to rejoin OpenAI days later. She will lead a team focused on researching recursive self-improvement, a topic she has extensively covered in recent blog posts, which aims to leverage AI to develop more powerful systems. Weng previously served as OpenAI’s Vice President of Safety Research and head of the Applied AI Research team. She co-founded Thinking Machines Lab in early 2025 with former OpenAI CTO Mira Murati and other partners. This rapid move underscores the mobility of top AI talent between high-intensity frontier labs.

According to a report from The Information citing sources familiar with the matter, Chinese AI startup Moonshot AI is seeking to secure additional Nvidia Blackwell AI chips to train its next-generation Kimi K4 model. The report adds that Moonshot AI previously used Nvidia chips for training its Kimi K3 model, even as U.S. export controls prohibit the export of advanced AI chips to China. If the reports hold true, it would indicate that Chinese AI companies still have access to Nvidia’s latest-generation AI chip resources, casting renewed doubt on the effectiveness of U.S. restrictions on advanced AI chip exports. Analysts note this will further fuel concerns in the U.S. market over Chinese AI models rapidly catching up with leading models like OpenAI and Anthropic.

According to Reuters, Intel has opened up partial Atom processor technology to chip startup Rosaic Labs, in a rare move for the company to license core x86 architecture-related technology to external parties. The report states that Intel plans to provide Rosaic with the register transfer level (RTL) code for its Atom processor, enabling the firm to develop custom chip designs based on Intel’s intellectual property. Sources familiar with the matter noted that this is a relatively uncommon step in Intel’s history, as the company has rarely licensed x86 architecture or Atom technology in the past. Founded in May this year, Rosaic is led by CEO Amarjit Gill, with its core team including multiple former Rivos employees. Gill has long-standing investment partnerships with Intel CEO Lip-Bu Tan; the two previously co-invested in chip startup Nuvia and co-founded Rivos. According to public filings, Rosaic is positioned to launch a $10 million seed round financing.