TRON (TRX) — Onchain News & Whale Tracking

Grok is gaining strong momentum, JPMorgan holds a bullish view on SpaceX.

JPMorgan Chase reaffirmed its "overweight" rating on SpaceX (SPCX.O) and a $240 price target, citing growing confidence in the prospects of its Grok artificial intelligence. The bank highlighted SpaceX's acquisition of Cursor, with reports noting that Cursor has an annual recurring revenue (ARR) of approximately $40 billion, 75% of which comes from enterprise business. JPMorgan expects Cursor to strengthen SpaceX's enterprise AI strategy, model training data, and Grok's performance.

Jack Ma increases his holdings in Alibaba, demonstrating strong confidence in the company's AI prospects, purchasing more than HK$600 million worth of Alibaba's Hong Kong-listed shares over consecutive days.

According to a report by the Science and Technology Innovation Board Daily, sources revealed that as Alibaba initiated a share placement and financing round, Jack Ma, founder of Alibaba, has been increasing his holdings of Alibaba’s Hong Kong-listed shares in recent days, with the total amount exceeding HK$600 million, expressing firm confidence in the company’s AI prospects. Earlier, after Alibaba announced its HK$80 billion new share placement plan, group chairman Joseph Tsai and CEO Wu Yongming increased their holdings of Alibaba stocks totaling about HK$120 million yesterday, casting a vote of confidence in the firm’s AI strategy. Specifically, CEO Wu Yongming bought 350,000 Alibaba Hong Kong-listed shares at an average price of around HK$111.6, spending approximately HK$40 million. The two together added 1.07 million shares, with a total value of about HK$120 million. Today, Joseph Tsai further spent HK$82 million to acquire 720,000 additional shares. All proceeds from Alibaba’s HK$80 billion new share placement will be fully invested in building full-stack AI capabilities and AI infrastructure. The share placement was actively subscribed by long-term investors including global sovereign wealth funds, ultimately achieving an over-subscription rate of nearly 3 times.

Analysis: Bitcoin’s futures and spot demand are rising in tandem. Despite being overbought, trading against the trend is not advisable, and the strongest bullish momentum phase is approaching.

CryptoQuant analyst Darkfost noted that Bitcoin’s total demand has been rising steadily over the past 30 days, currently standing at around 170,000 BTC, with spot and futures demand growing in tandem. Although short-term overbought signals have become quite prominent, investors should avoid attempting precise market timing at this juncture. The market appears to have entered a demand-driven rally wave while continuously digesting profit-taking pressure. Historical patterns show that periods of synchronized growth in spot and futures demand often mark Bitcoin’s strongest upward momentum phases. The analyst emphasized that as long as this demand persists and continues to absorb short-term profit-taking, upward momentum could still hold even if the market enters overbought territory. This means the core variable to monitor now is not whether prices are too high, but whether demand is still effectively absorbing selling pressure. Only when demand shows signs of exhaustion and profit-taking begins to outweigh buying support will the rally likely come to an end. Until then, any contrarian trades based on overbought signals may run counter to strong demand-driven momentum.

South Korea’s KOSPI index closed up 0.68%, Samsung Electronics ended flat, and SK Hynix rose 0.42%.

According to Bitget market data, South Korea’s KOSPI index closed up 45.77 points, or 0.68%, at 6742.73 points. Samsung Electronics ended flat, while SK Hynix rose 0.42%. Japan’s Nikkei 225 index closed up 328.34 points, or 0.50%, at 65856.43 points.

Tuesday got off to a strong start: Bitcoin extended its bullish momentum, hitting $80,000, while the three major U.S. stock indexes traded mixed.

US Treasury Secretary Scott Bessent announced on Monday local time that the United States will launch a new sanctions operation dubbed "Operation Economic Outcast" to further cut Iran off from the global economic system, warning countries and enterprises that continue to conduct business with Iran will face US sanctions risks. The move comes as the conflict between the US and Iran has dragged on for nearly six months. The US had previously pressured Iran via military operations and long-term economic sanctions, but the two sides have not reached an agreement on fully reopening the Strait of Hormuz and restricting Iran's nuclear program. According to market data from BIT (bit.com), US stocks closed on Monday: the Dow Jones Industrial Average rose 0.26%, the S&P 500 fell 0.28%, and the Nasdaq Composite dropped 0.76%. SK Hynix (SKHY.O) slid 4.9%, Micron Technology (MU.O) fell 5.8%, SanDisk (SNDK.O) dropped 6.4%, while Nvidia (NVDA.O) and Intel (INTC.O) each declined 3%. Per HTX market data, Bitcoin hit $80,000 again overnight for the first time in 101 days, surging nearly 30% in a week. It is now trading at $77,898, with a 1.25% 24-hour gain.

The total number of accounts on #TRON has officially surpassed 400,000,000!

The total number of accounts on #TRON has officially surpassed 400,000,000!

Strive CEO: Bitcoin bear market has ended, the strongest bull market in history may be coming

Strive CEO Matt Cole has published a lengthy bullish article on Bitcoin, citing the Bitcoin-to-gold ratio chart to note that BTC has broken through against both the U.S. dollar and gold. He argues this signals the end of the bear market and reinforces his view that the next cycle will be the strongest in Bitcoin’s history. Cole points to three converging forces creating an unprecedented favorable market environment for Bitcoin: long-term U.S. dollar weakness, rising demand for scarce assets amid the AI era, and the re-strengthening of the BTC/gold ratio.

Samsung Electronics' decline has widened to nearly 8%, while South Korea's KOSPI index is currently down 2.4%.

According to Bitget market data, Samsung Electronics' intraday decline has widened to nearly 8%, South Korea's KOSPI index is currently down 2.4%, and SK Hynix's gain has narrowed to 0.4%.

Samsung Electronics’ shareholder return plan falls short of market expectations, leading to an 8% drop in its stock price during early trading.

Samsung Electronics fell 8% in early trading this week after unveiling a record $79 billion shareholder return plan, but the market was disappointed as it had expected the company to distribute more cash gains from the AI boom to shareholders and clarify its share repurchase program further. The South Korean tech giant announced last Friday that this year’s total shareholder return will range from 90 trillion to 110 trillion won, including a 30 trillion won cash dividend in the third quarter. Eugene Securities analyst Sohn In-joon said: “Samsung Electronics neither mentioned the possibility of raising its existing shareholder return policy nor announced a plan to cancel treasury stock, which is disappointing.” Morgan Stanley noted that investors need to watch how Samsung will allocate the remaining 60 trillion to 80 trillion won in January next year, as well as the next phase of its capital return framework set to take effect next year. (Jinshi)

Circle's stablecoin issuance increased by $1.7 billion over seven days, while stablecoins on the Tron network grew by $950 million in the same period.

Data from Token Terminal shows that over the past seven days, the total supply of stablecoins issued by Circle rose by $1.7 billion, nearly five times the $357.3 million increment of assets issued by Ripple. Stablecoins from Tether increased by $202.2 million, placing Tether third among stablecoin issuers by increment. Turning to public chains, Tron recorded the largest growth in stablecoin market cap, adding $950 million over the period; HyperEVM and Solana saw gains of $614.7 million and $407.4 million respectively, bringing the combined increment for the three chains to $1.97 billion.

South Korea’s KOSPI index opened lower, with SK Hynix rising nearly 3% and Samsung Electronics falling 4%.

According to Bitget market data, South Korea’s KOSPI index opened 50.77 points lower, down 0.73% to 6862.18 points. SK Hynix gained nearly 3%, while Samsung Electronics dropped 4%. Japan’s Nikkei 225 index opened 153.79 points lower, down 0.23% to 65862.57 points.

Analyst: Bitcoin’s weekly chart shows a strong reversal, potentially signaling the start of a new bull market cycle.

Crypto analyst Ali Charts stated in a post that two bear market end phases in Bitcoin’s history share a common trait: a strong weekly reversal candlestick that emerges unexpectedly for most market participants, acting as a trend reversal signal. Such rallies typically start with a short squeeze. As prices rise, bearish traders keep adding short positions; as the rally accelerates, these short positions get forced liquidated, further driving prices higher. Data shows Bitcoin posted a 31.98% weekly gain in 2019, a move that helped confirm the end of the bear market and the start of a new uptrend. In January 2023, amid extreme bearish sentiment following the FTX collapse, Bitcoin rallied 24.90% in a single week, defying widespread bearish expectations. A similar move may be unfolding in the current market. Many investors previously predicted Bitcoin would bottom in October based on the four-year cycle theory, but the cryptocurrency has surged from $62,700 to $79,500, notching a 26.81% weekly gain. He believes that if historical patterns repeat, this strong weekly reversal could serve as an early signal that Bitcoin is entering a new uptrend cycle.

Yilihua: Remains bullish, weekend adjustments won’t alter the trend, strongly advises against short selling

Liquid Capital (formerly LD Capital) founder Yilihua stated in a post that he remains bullish, noting the weekend’s minor price adjustment was merely shorts taking advantage of low liquidity to stage a small resistance move, which does not alter the overall trend. He strongly advises against shorting, recommending closing long positions once the price reaches a certain level, as corrections typically occur at periodic stages.

ZEC has surged 20-fold in a year, with a string of positive news catalysts spurring the market for the so-called "strongest" privacy coin.

According to HTX market data, ZEC briefly surged past $833 this morning, hitting a new all-time high. It has rallied 67% in the past seven days, 230% in 180 days, and 1970% over the past year. Recent key catalysts include: - Grayscale filed its Fourth S-3 amendment to advance the conversion of Zcash Trust into a spot ETF (proposed ticker: ZCSH), and disclosed that a DCG subsidiary is in non-binding discussions to inject approximately 200,000 ZEC (valued at around $110 million at the time). - Cypherpunk Technologies, backed by the Winklevoss twins, launched the world’s largest ZEC mining machine cluster, controlling roughly 18% of the network’s total hash rate while continuing to increase its holdings of ZEC treasury. - Ironwood’s network upgrade (NU6.3) has gone live, fixing a previous vulnerability in the Orchard privacy pool, enhancing the security and verifiability of the shielded pool, and facilitating fund migration and restoring ecosystem confidence. Against the backdrop of rising privacy narratives and market short squeezes, ZEC has emerged as one of the top-performing privacy coins in this cycle, with its price still in a high-volatility range.

Trump strongly backs AI data centers, claiming they will create massive jobs and tax revenue.

According to Fox News, U.S. President Donald Trump earlier said that all governors and local government officials should welcome the construction of artificial intelligence (AI) data centers. Trump stated: "This will create a large number of construction jobs. We are building the largest factories in the world. I can say that if I were a city mayor or a state governor and had the chance to bring a large AI factory or data center to my area, I would definitely want it to come, because it can generate a lot of jobs, and the capital and tax revenue it brings are very substantial." Trump also noted that given most Americans oppose building data centers in their own communities, the AI industry needs "a little public relations help."

Bitcoin surges strongly, breaking through $78,000.

According to HTX market data, Bitcoin has rallied sharply to break through the $78,000 mark, with a 24-hour gain of 8.61%.

Yilihua: Bitcoin’s strong rebound breaking through $68,000 may signal the end of the crypto bear market cycle.

Liquid Capital (formerly LD Capital) founder Yili Hua wrote in an article that he had repeatedly emphasized earlier that July to August could be the final bottom-hunting window. Based on Bitcoin’s historical decline patterns, after the end of the previous rally and the third stage of decline, BTC has rebounded strongly to break through the $68,000 mark, which may signal the end of the crypto market’s bear cycle. Investors should not attempt to catch the exact bottom at a specific price point, nor should they try to short in the bottom range. He noted that the two most noteworthy things moving forward are: how to operate in the new bull cycle to maximize returns, and seizing development opportunities in the AI sector at other times.

Barclays: SK Hynix’s share repurchase sends a strong signal, with the firm bullish on the company’s cash flow potential.

Barclays views SK Hynix’s latest share buyback as a "strong signal" to investors. Analyst Simon Coles at Barclays forecasts that SK Hynix’s shareholder returns will reach roughly 15% of its current market capitalization between 2025 and 2027. The firm maintains an "overweight" rating on SK Hynix’s ADR (SKHY.O), with a target price of $300. Barclays notes that SK Hynix does not need to cut back on capacity expansion investments even as it boosts shareholder returns. While large-scale dividends or share buybacks typically squeeze a company’s investment capacity, SK Hynix can balance both thanks to its robust cash flow. Coles stated: "Even with roughly 15% of its market capitalization allocated to shareholder returns, the company will still have sufficient capacity to advance capacity expansion and new business opportunities in the coming years." Barclays raised its 2027 quarterly dividend forecast to 2,500 South Korean won per share, and its full-year dividend forecast to 10,000 won per share. Assuming a 200 trillion won share buyback in 2027, by the end of that year, roughly 51% of SK Hynix’s cumulative free cash flow from 2025 to 2027 will be returned to shareholders. The balance between dividends and buybacks remains a variable. While raising dividends can demonstrate confidence in future cash flow, Barclays assesses that given the extreme volatility of the semiconductor industry’s earnings, share buybacks when the stock is undervalued are more reasonable. (Jinshi)

Fu Peng: The U.S. and Japan jointly intervened to push down U.S. Treasury yields, providing valuation support for large tech and AI companies with strong cash flow.

Chief Economist Fu Peng of Xinhuo Group noted that recent joint U.S.-Japan exchange rate intervention has pre-emptively defused the risk of Japan potentially offloading large volumes of U.S. Treasuries, avoiding pressure on long-dated U.S. government bonds. This has caused the scale of long-term Treasury repurchase operations to double, precisely targeting summer short sellers and forcibly suppressing long-term yields and term premiums. Fu Peng believes the U.S.-Japan intervention aims to prevent a debt interest spiral from triggering a collateral liquidity crisis. The joint intervention, paired with hot money inflows, has left short-term rates pegged while long-term rates are artificially suppressed, leading to a significant flattening of the yield curve. Lowered 10-year and 30-year rates provide valuation support for large tech and AI companies with strong cash flow, while reducing the appeal of overseas carry trades and weakening foreign demand for long-dated U.S. Treasuries.

Prominent Trader: Watch for Short-Term Pullback After Bitcoin’s Strong Breakout

Prominent trader Killa compared Bitcoin’s 2022 bottom pattern to its current formation, advising investors to watch for potential short-term pullbacks from highs. “Bitcoin will still hold its previous lows and won’t actually break below them,” he noted. He added that the only way to validate this pattern is for BTC to pull back to its prior consolidation range and show clear signs of weakness on 4-hour (4H) or daily (1D) charts. If no weakness emerges and BTC fails to return to that range, the pattern will be invalidated. Killa, a BTC-focused quantitative trader, correctly predicted the peak of the current bull market in May 2025 and boasts over 200,000 followers on X. In mid-April, he shorted Bitcoin at $74,688 before switching to a long position during the broad market sell-off on June 5.

SK Hynix's gain widened to 13%, while Samsung Electronics rose 9.7%.

According to Bitget market data, SK Hynix’s gain has widened to 13%; Samsung Electronics rose 9.7%, after Samsung announced it will unveil a 100 trillion won shareholder return plan.

Bitcoin and Ethereum ETFs see strong inflows: $BTC +3,134 and $ETH +34,698 in 24h

August 19 Update: #Bitcoin ETFs: 1D NetFlow: +3,134 $BTC(+$204.36M)?? 7D NetFlow: +3,413 $BTC(+$222.5M)?? #Ethereum ETFs: 1D NetFlow: +34,698 $ETH(+$67.17M)?? 7D NetFlow: +57,917 $ETH(+$112.12M)??

Strive CEO: Bitcoin could see its strongest macro tailwind in history over the next 5 to 7 years, as a weakening U.S. dollar will significantly benefit Bitcoin.

Strive CEO Matt Cole stated in a recent post that he has believed for over a decade the US Dollar Index (DXY) is in a structural downtrend, and may now be approaching a larger-scale decline phase. If this outlook holds, the macro environment for Bitcoin over the next 5 to 7 years could be more favorable than any period in its history. Cole noted that over the past roughly 45 years, the DXY has generally formed lower highs and lower lows, while the continuous expansion of US federal debt and fiscal deficits, plus rising risks for long-term US Treasuries, also fundamentally support this view. He pointed out that policymakers will ultimately face a trade-off between higher real interest rates, tighter financial conditions, and lower real interest rates, maintaining liquidity, and a certain degree of currency depreciation. Cole added that Bitcoin’s previous major rallies all coincided with sharp US dollar weakness, including in 2017 when DXY fell from around 103 to 88, 2020 to 2021 when it dropped from ~103 to 89, and 2025 when it retreated from ~108. His baseline assessment is that the US dollar may enter a new multi-year decline over the next 3 to 7 years, with DXY even potentially testing its 2008 low of around 70. Cole also mentioned that the US Treasury Department announced today it will at least double the size of its liquidity support repurchase operations for 10-year to 30-year US Treasuries. He argued that if the dollar ultimately sees a genuine long-term structural breakdown, Bitcoin’s macro tailwinds over the next 5 to 7 years could be significantly stronger than any period in its history.

South Korea's KOSPI index closed down 1.55%, with Samsung Electronics falling 2.19%.

According to Bitget market data, South Korea’s KOSPI index closed 1.55% lower at 6869.80 points. Samsung Electronics fell 2.19%, while SK Hynix rose 1.03%. Japan’s Nikkei 225 index closed 2.54% lower at 67460.73 points.

Meta’s astronomical damages lawsuit is set to go to trial on Tuesday.

Meta Platforms (META.O)’s major lawsuit alleging child safety harms and privacy violations will go to trial starting Tuesday local time. The states accuse Meta of intentionally designing features addictive to minors and illegally collecting data on children under 13. According to Meta’s own estimates, a loss in the lawsuit could result in fines as high as $1.4 trillion—nearly equal to the company’s total market cap—an unprecedented figure in legal history. The states are also demanding Meta overhaul the operating models of Facebook and Instagram, including removing features like like counts and infinite scroll. If forced to pay the full $1.4 trillion in claims, Meta would face bankruptcy and potential state takeover. While state attorneys general have not publicly disclosed the exact claim amount, California Attorney General Megan O’Neill revealed during a court hearing last week that the figure is close to $193 billion, adding that Meta’s cited theoretical maximum is intended to create a "shock effect". Even at the lower claim amount, it would rank among the largest lawsuit settlements in history, comparable to the $206 billion 1998 settlement between more than 40 U.S. states and tobacco companies over cigarette addiction.

Preview: U.S. July retail sales data will be released tonight; if it comes in stronger than expected, it will dampen the likelihood of interest rate cuts.

After this week’s release of U.S. CPI and PPI data, market sentiment has not yet fully digested the information. At 20:30 UTC+8 tonight, the U.S. July retail sales data—widely known as the "Terror Data"—will be released. Current market forecasts show retail sales are expected to rise by just 0.1% month-on-month, while core retail sales (excluding volatile items like automobiles) are also projected to see modest growth. This data directly reflects U.S. household consumption willingness and purchasing power, serving as a key indicator to judge whether the economy will achieve a soft landing or stall. Against the backdrop of sharply intensifying internal divisions within the Federal Reserve and a sensitive window where international gold prices have pulled back from the $4,400 per ounce threshold, if the data comes in significantly stronger than expected, it may reinforce the "economic resilience" narrative, boost the U.S. dollar, and dampen rate-cut expectations; if it comes in much weaker than forecast, it could heighten recession fears and further lift precious metals and safe-haven sentiment.

U.S. optical communication sector opens mixed; industry giant Coherent drops over 3% despite strong earnings.

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.

Bitget's TradFi Quanto Perpetual Contracts Now Support 2x Long Positions on SK Hynix and Samsung Electronics

According to an official announcement, Bitget has launched two TradFi Quanto perpetual contracts: CSOPSK2LHKD (2x long SK Hynix) and CSOPSS2LHKD (2x long Samsung Electronics), supporting up to 20x leverage and 24/7 trading. These TradFi Quanto perpetual contracts enable users to directly trade non-US dollar-denominated overseas stocks, such as Hong Kong-listed equities, using USDT, with no foreign currency conversion required throughout the process. The contracts are quoted in local currencies including Hong Kong dollars and Japanese yen, while margin deposits and profit/loss settlements are all completed in USDT, simplifying the trading workflow and effectively avoiding additional risks from exchange rate fluctuations.

Japan and South Korea stock markets closed higher, with Samsung Electronics rising 6.7%.

According to data from Bitget, the Nikkei 225 index closed up 553.84 points, or 0.83%, at 67,524.06 points on Wednesday, August 12. South Korea’s KOSPI index rose 233.51 points, or 3.68%, to close at 6,579.04 points on the same day, with chip stocks surging notably: Samsung Electronics gained 6.68% and SK Hynix rose 5.54%.

China Southern’s 2x leveraged long Samsung Electronics gained over 17%, while its 2x leveraged long SK Hynix rose 16%.

According to Bitget market data, Hong Kong-listed South China Two-times Leveraged Samsung Electronics (07747.HK) rose more than 17%, while Nan Fung SK Hynix (07709.HK) gained over 16%.

Hong Kong-listed Nanfang Double Long SK Hynix rose 10.3%, while Nanfang Double Long Samsung Electronics gained 13.4%.

Hong Kong-listed Nanfang Double Leveraged SK Hynix (07709) rose 10.32% to HK$31.000; Nanfang Double Leveraged Samsung Electronics (07747) gained 13.40% to HK$74.480.

South Korea’s KOSPI index extended its intraday gain to 3.7%, with Samsung Electronics surging 6.7% and SK Hynix rising 5.4%.

According to Bitget's market data, South Korea's KOSPI index expanded its intraday gain to 3.7%, Samsung Electronics jumped 6.7%, and SK Hynix rose 5.4%.

Serenity comments on Leopold's heavy position in Taiyo Yuden: AI bottlenecks are spreading to the smallest electronic components, and MLCCs are poised to see robust demand.

Serenity stated in a post that it was previously unaware that 25-year-old rising Wall Street AI stock prodigy Leopold was also an investor in MLCC bottleneck plays, until the latest holdings disclosure revealed his fund Situational Awareness holds approximately 5.99% of Japanese MLCC maker Taiyo Yuden. As of June 29, Leopold’s average cost per share is roughly 17,446 yen, while the current share price stands at around 9,797 yen, resulting in a significant unrealized loss. Taiyo Yuden is one of the world’s largest MLCC manufacturers; its June shipments hit 40 billion units, a five-year monthly high, and it, along with Murata and Samsung Electro-Mechanics, has benefited from surging demand for high-capacitance, low-voltage, small-size MLCCs from AI servers. Serenity added that it has also increased its position in Taiyo Yuden today to show support. Recently, leading MLCC manufacturers in South Korea and Japan have been rapidly shifting their consumer-grade production capacity to higher-spec products for AI applications, pushing inventories of mid-to-high capacitance consumer MLCCs below 30 days and driving channel prices sharply higher, as AI bottlenecks spread beyond GPUs and memory to the smallest components on circuit boards.

South Korea's KOSPI index extends its intraday gain to 3%, with Samsung Electronics surging 5.22%.

According to Bitget market data, South Korea’s KOSPI index expanded its intraday gain to 3.00%, with Samsung Electronics surging 5.22% and SK Hynix rising 2.95%.

South Korea's KOSPI index extended its early-session gains to 2%, with Samsung Electronics rising 4% and SK Hynix up 2%.

According to Bitget market data, South Korea’s KOSPI index extended its early-session rally to 2.00%, with Samsung Electronics gaining 4% and SK Hynix rising 2%.

South Korea's KOSPI index opened up 1.18%, with Samsung Electronics and SK Hynix both rising more than 1%.

According to Bitget market data, South Korea’s KOSPI index opened up 75.05 points, or 1.18%, to 6,420.58 points. Both Samsung Electronics and SK Hynix rose more than 1%. Japan’s Nikkei 225 index opened up 17.26 points, or 0.03%, to 66,987.48 points.

NVIDIA is developing a new open-source AI model named Nemotron 4.

According to a report from The Information, NVIDIA (NVDA.O) is developing a new open-source AI model called Nemotron 4. Multiple NVIDIA employees involved in the Nemotron project stated that they expect the largest Nemotron 4 model to have at least 1 trillion parameters. Per market data from BIT (bit.com), NVIDIA’s U.S. stock rose nearly 2% in pre-market trading.

Binance will conduct wallet maintenance for the Tron network (TRX) on August 13.

Per official announcement, Binance will conduct wallet maintenance on the Tron (TRX) network at 14:00 (GMT+8) on August 13, 2026. To facilitate this maintenance, the exchange will suspend Tron (TRX) deposits and withdrawals starting at 13:55 (GMT+8) on the same day. The maintenance is expected to last 1 hour, and deposits and withdrawals will automatically resume once the work is completed.

Samsung Electronics has unveiled its next-generation lithography technology roadmap, and will deploy high-NA EUV in mass production at the 1nm node.

Samsung Electronics technical expert Park Chang-min announced at the 2026 NGL Conference that Samsung plans to introduce a major lithography technology innovation for its 1-nanometer process, which could enter mass production as early as 2030. The company intends to deploy high-NA EUV — a next-generation extreme ultraviolet lithography technology — in large-scale production at the 1nm node, and is currently focused on developing the technologies required for commercialization. Separately, Samsung is accelerating development of high-NA EUV, the successor to current EUV technology. The firm has set its sights on full-scale mass production deployment of its 1nm (or A10) process. "A" denotes angstrom, with 1 angstrom equal to 0.1nm. Per this roadmap, Samsung expects to begin using high-NA EUV in mass production around 2030. The company has already commercialized its 2nm process and plans to launch mass production of its 1.4nm SF1.4 process in 2029. According to reports, it is preparing to start mass production of SF1.4+ — an enhanced variant of the 1.4nm process — and its 1nm process in 2030.

Samsung Electronics rose more than 5% intraday, with China Southern’s 2x Leveraged Samsung Electronics ETF surging over 9%.

According to Bitget’s market data, South Korean stocks opened lower and climbed higher today, with Samsung Electronics rising over 5% intraday. Driven by this, the Southern 2x Leveraged Samsung ETF surged more than 9%.

Samsung Electronics rises more than 4%, SK Hynix turns from a decline to a gain.

According to Bitget data, South Korea's KOSPI index posted an intraday gain of 0.9%. Samsung Electronics rose 4.1% among its constituents, while SK Hynix reversed its earlier decline to currently stand 0.1% higher.

Rocket Lab warns of potential delay to Neutron's maiden flight, possibly pushing it to 2027.

According to Bloomberg, Rocket Lab has stated its Neutron rocket project faces new delay risks, with the maiden launch possibly pushed back to 2027. The company plans to deliver Neutron to the launch pad in the fourth quarter as originally scheduled, but did not confirm the rocket will complete its first flight this year. Previously, Rocket Lab had targeted a maiden Neutron launch by the end of 2026. Rocket Lab noted that Neutron’s complex development cycle still carries “risks and uncertainties,” with the exact launch timeline dependent on booster test results and other factors. Neutron is a larger, higher-performance rocket developed by the company based on its Electron, with one goal being to compete with SpaceX’s Falcon 9. In financial results, Rocket Lab posted a record quarterly revenue of $234 million, beating market expectations of $232 million; adjusted earnings per share came in at a loss of $0.08, slightly worse than analysts’ projected loss of $0.07. The company forecasts third-quarter revenue between $250 million and $265 million, above the consensus market estimate of $237 million. Following the announcement, Rocket Lab’s U.S. stock fell roughly 2% in after-hours trading. Additionally, Rocket Lab announced that Kepler Communications has booked an exclusive Neutron launch mission, scheduled no earlier than 2028.

Tether minted an additional 1 billion USDT on the Tron network today.

Tether minted 1 billion additional USDT on the Tron network 7 hours ago.

Tether just minted another 1B $USDT on #Tron! The total supply of $USDT on #Tron has now exceeded 91B.

Tether just minted another 1B $USDT on #Tron! The total supply of $USDT on #Tron has now exceeded 91B.

Tether just minted another 1B $USDT on #Tron! The total supply of $USDT on #Tron has now exceeded 91B.

Tether just minted another 1B $USDT on #Tron! The total supply of $USDT on #Tron has now exceeded 91B.

South Korean think tank: Strong semiconductor exports drive growth, expanding South Korea's economic improvement.

The Korea Development Institute (KDI) said in its monthly economic assessment report on Monday that South Korea’s economy is showing broader signs of improvement, driven by semiconductor-related sectors. The institute added that exports and facility investment continue to post strong growth, fueled by the semiconductor industry, while durable goods consumption has accelerated overall consumer spending. It also noted that overall industrial production has recorded robust growth, supported by steady growth in the services sector and a rebound in manufacturing. However, the KDI pointed out that South Korea, Asia’s fourth-largest economy, still faces uncertainties including U.S. tariff policies and ongoing geopolitical instability in the Middle East. The think tank also emphasized that South Korea remains at a high inflation level, and a deteriorating employment situation is posing challenges to the economy. (Jinshi)

Nanfang Fund’s double-long SK Hynix product declined 5.6%, while its double-long Samsung Electronics product fell nearly 3%.

Per Bitget market data, Hong Kong’s Nanfang 2x Leveraged Long SK Hynix (07709) is quoted at 29.32, down 5.6%; Nanfang’s 2x Leveraged Long Samsung Electronics (07747) is quoted at 61.84, down 2.95%.

Serenity previews the CPO stock earnings week: Expects LITE’s earnings results to be very strong, though price movements typically occur ahead of earnings announcements.

U.S. stock leaders in optical modules Lumentum, Coherent, and computing infrastructure provider CoreWeave are set to release earnings reports this week, with Serenity previewing the upcoming CPO (Co-packaged Optics) stock earnings week. Serenity points out that AAOI’s newly released Q2 2026 earnings report shows a 20-40% imbalance in optical transceiver demand, with lasers emerging as the primary bottleneck. POET disclosed at its June Annual General Meeting (AGM) that the production capacity of its three major laser suppliers is fully booked for the next two years, and NVIDIA has secured supply through investments, confirming tight industry supply-demand dynamics. Serenity stresses it does not make earnings price movement predictions, noting: “Because most of the time it’s like flipping a coin. But I can say that much of the pricing happens ahead of earnings, unless there’s a very unexpected development. In any case, I expect LITE’s earnings report to be very strong.”

Morgan Stanley lifts Zhipu AI's target price by nearly 72%, citing strong growth drivers including access to computing power and new financing.

Morgan Stanley says growing access to computing power and fresh financing are supporting Zhipu AI’s stronger growth, lifting its target price for the firm by nearly 72% to HK$1,700. The bank’s report notes that China’s large language model (LLM) sector is building a healthier commercialization environment, a view that differs from the market’s widespread belief that China’s open-weight large models will lead to product homogenization and price wars.

Samsung Electronics and SK Hynix will disclose details of their shareholder return plans, with both companies planning to allocate 50% of their free cash flow to returning to shareholders.

According to analyst Jukan, Bank of America (BoA) forecasts that Samsung Electronics and SK Hynix will announce specific shareholder return plans as follows. For Samsung Electronics, BoA projects the firm will allocate 50% of its free cash flow to shareholder returns, mainly including: a special dividend of over 30 trillion won to be distributed in the third or fourth quarter; share buybacks worth more than 40 trillion won in the first half of 2027; and a year-end dividend of 30 trillion won in April 2027. Additionally, Samsung will conduct an extra share buyback of over 30 trillion won for employee compensation. For SK Hynix, BoA also forecasts the company will allocate 50% of its free cash flow to shareholder returns, with a higher proportion going to share buybacks than cash dividends: projected share repurchases exceed 40 trillion won, while cash dividends exceed 20 trillion won.