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10 #Bitcoin ETFs outflows 3,062 $BTC(-$302.76M) and 9 #Ethereum ETFs outflows 16,114 $ETH(-$53.01M) yesterday.

2025.01.15 22:55:14

Jan 15 Update:

10 #Bitcoin ETFs
NetFlow: -3,062 $BTC(-$302.76M)🔴
#Blackrock(iShares) outflows 2,274 $BTC($224.9M) and currently holds 553,993 $BTC($54.78B).

9 #Ethereum ETFs
NetFlow: -16,114 $ETH(-$53.01M)🔴
#Grayscale Ethereum Mini Trust outflows 12,250 $ETH($40.3M) and currently holds 458,626 $ETH($1.51B).
https://x.com/lookonchain/status/1879191527760732611

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Jeff Bezos plans to sell Amazon stock worth $4.1 billion, with the e-commerce giant’s share price closing down more than 2%.

Amazon founder Jeff Bezos has filed documents with the U.S. Securities and Exchange Commission (SEC) to sell approximately 15 million Amazon shares, totaling around $4.1 billion based on Monday’s closing price. The sale is planned under a 10b5-1 prearranged trading plan adopted on November 14, 2025, and will be executed through Morgan Stanley. The shares were originally granted as founder stock in 1994. Prior to the announcement of this stake reduction plan, Amazon’s stock hit an all-time high on Monday. Driven by last week’s quarterly earnings, the company’s market capitalization surpassed $3 trillion, with strong second-quarter cloud computing performance. Markets view this as evidence that Amazon’s AI investments are translating into stronger growth momentum. Affected by Bezos’ share sale news, Amazon’s stock closed down more than 2% on Tuesday. Year-to-date, Amazon’s stock has risen roughly 20%, outperforming the S&P 500 index’s ~12% gain over the same period. Bezos has continued selling Amazon shares via prearranged trading plans in recent years, yet remains one of the company’s largest shareholders. Documents also show that in May this year, Bezos donated 220,200 Amazon shares to non-profit organizations.

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Japanese and South Korean stocks rose broadly at the open, with SK Hynix surging over 7% and Samsung Electronics up 5%.

According to Bitget market data, the Nikkei 225 index rose at opening, with an intraday gain of 2.00%. South Korea’s KOSPI index opened up 3.8%, touching 6600 points, SK Hynix surged over 7%, and Samsung Electronics gained 5%.

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CoreWeave closed up over 7% as the company enters Indonesia, marking its first AI data center deployment in the Asia-Pacific region.

According to Reuters, AI cloud computing firm CoreWeave announced its entry into Indonesia, with plans to add three new data centers in the country, marking the company’s first data center deployment in the Asia-Pacific region. CoreWeave said the three facilities will add a total contracted power capacity of 360 megawatts (MW), and the company will handle full ownership and operations of all sites. The company noted that growing demand for localized AI computing power from Asian enterprises, AI-native firms, and governments—along with requirements for low-latency computing and data localization—are driving AI infrastructure expansion into regional markets. The Indonesia expansion plan also includes building and training a local operations team to support the new facilities and advance the local AI industry. As of March 2026, CoreWeave operates 49 data centers globally. Driven by sustained growth in demand for AI cloud infrastructure, the company has significantly increased capital investment this year, projecting capital expenditures between $31 billion and $35 billion in 2026. So far this year, CoreWeave has secured billions of dollars in cloud computing partnerships with multiple major tech firms, including expanding its $21 billion deal with Meta and signing a multi-year cloud services agreement with Anthropic. As of press time, CoreWeave closed up 7.16% with a market capitalization of $50.1 billion; it was down 1.24% in after-hours trading at $90.76.

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Kioxia and SanDisk unveil the world’s highest-density 3D NAND flash memory, with the 332-layer QLC boasting an interface speed of 4800 MT/s.

Kioxia and Sandisk officially unveiled their latest BiCS10 3D QLC NAND flash chip at the Future of Memory and Storage Conference (FMS), claiming it is the highest-density 3D NAND product officially launched globally to date. The chip features a 332-layer stack structure, with a per-unit-area storage density of 37 Gb/mm2, is equipped with a high-speed interface of up to 4800 MT/s, and supports the Standalone Command Addressing (SCA) function, targeting primarily the high-capacity data center-grade SSD market. Compared to the BiCS10 3D TLC NAND products previously released by the two companies (which had a storage density of over 29 Gb/mm2), the new QLC NAND further boosts data center storage capacity density. Industry insiders predict that with similar chip dimensions and number of memory cells, the chip could reach a capacity of approximately 1.33Tb, though the manufacturer has not yet disclosed specific capacity specifications. To meet data centers’ demands for high performance and low power consumption, Kioxia and Sandisk also introduced the Power Isolation Low Tap Terminal (PI-LTT) technology, which enhances high-speed signal integrity while reducing output driver power consumption. The two companies stated that based on the latest BiCS10 process technology, the new generation of QLC NAND not only achieves higher bit density, but also is expected to lower manufacturing costs after production ramps up, enabling higher-capacity SSDs to enter the market at more competitive prices.

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Spotify tops 300 million paid subscribers; Q2 revenue misses expectations, stock closes down 1.57%

Spotify announced its Q2 2026 financial report. Data shows the company’s paid subscribers exceeded 300 million for the first time, with a net increase of 7 million in the quarter; monthly active users (MAU) reached 777 million, up 12% year-over-year. Financially, Spotify’s Q2 revenue was €4.78 billion, rising 14% year-over-year; net profit hit €545 million, with a gross margin of 33.4% — a record high. Operating profit stood at €655 million, beating market expectations of €639.2 million. However, the financial report and Q3 guidance did not fully meet market forecasts. Spotify projects Q3 MAU will reach 788 million, below analysts’ estimate of 793 million; operating profit is expected to be €670 million, lower than the projected €677.8 million, leading the company’s stock to close down 1.57% on Tuesday. Spotify said it is ramping up investments in marketing and AI, with Q2 operating expenses rising 19% year-over-year to €941 million. On the AI front, Spotify has partnered with independent music licensing agency Merlin to expand AI-powered remix, AI cover and other features to over 30,000 independent labels, and plans to launch related tools as paid add-on services. Executives emphasized that AI music products focus on involving real artists in AI creation, rather than generating "fake artists". Still, Spotify faces competitive pressure amid slowing user growth in European and American markets and rising AI music copyright disputes.

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AMD’s Q2 data center revenue doubled, its AI chip business is accelerating its catch-up with NVIDIA, and its stock underperformed in after-hours trading.

AMD released its second-quarter 2026 financial results. The data shows that the company’s data center business generated $6.72 billion in revenue, up 107% year-over-year and approximately 15.6% quarter-over-quarter, serving as the main driver of its performance growth. AMD’s total revenue for the second quarter stood at $11.54 billion, up 50% year-over-year, hitting an all-time high and exceeding the market consensus of $11.28 billion. Its adjusted earnings per share (EPS) came in at $1.66, beating analysts’ forecast of $1.62. Looking ahead to the third quarter, AMD projects revenue of approximately $13 billion, with a range of plus or minus $300 million, which is above the market expectation of $12.52 billion. The company also forecasts an adjusted gross margin of around 56%. In terms of its AI business, AMD is accelerating its push to challenge NVIDIA’s leading position in the AI chip market. AMD CEO Lisa Su stated that the second-generation Helios AI servers, equipped with MI455X accelerators and TSMC’s "Venice" processors, have entered full production and are expected to start shipping in the coming months. According to reports, AMD will begin delivering these AI servers to Meta and OpenAI at the end of the current quarter. However, AMD’s stock price dropped more than 9% in after-hours trading following the release of the financial results. The market believes that despite the company’s strong performance and its stock having doubled year-to-date, investors had expected higher growth projections and stronger guidance for its AI business. Additionally, AMD’s gaming business revenue fell 31% year-over-year to $779 million in the second quarter, driven by lower sales of Xbox Series X/S, PS5, and Steam Deck, as well as component supply constraints.

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