US and Iran resume small-scale clashes; major model updates from two leading AI giants may boost AI stock performance next week.
Overnight to early morning, the U.S. and Iran saw renewed small-scale clashes. The U.S. announced strikes on Iran in response to its attacks on merchant ships. However, the incident appears under control for now, with no signs of escalation. As a result, crude oil prices on trade.xyz have not risen sharply, with Brent crude trading at $73.795 at press time.
On the tech front, both OpenAI and Anthropic have unveiled major updates. OpenAI released a preview version of its GPT-5.6 model series, including three variants: Sol, Terra, and Luna. Due to U.S. government restrictions on its advanced AI model safety review framework, the model is initially available in limited preview only to a small number of trusted partners, with plans to roll out to the public in the coming weeks. Anthropic’s Mythos 5 has been approved for redeployment to U.S. institutions, while its public-facing Fable 5 is also set to return soon. The major product updates from these two leading AI model companies may provide some support to AI stocks next week.
Additionally, per Bitget market data, U.S. stocks closed overnight: the Dow Jones Industrial Average fell 0.12%, the S&P 500 dropped 0.07%, and the Nasdaq declined 0.24%. Recently strong semiconductor and storage concept stocks softened and corrected lower: Western Digital fell 13%, Seagate Technology dropped 12%, SanDisk slid 10%, Micron Technology decreased 6.6%, and Qualcomm fell 7%.
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Anthropic: Mythos 5 Approved for Redeployment to U.S. Institutions, Public Version of Fable 5 Set to Resume Soon
Anthropic announced that since June 12, it has been working closely with the U.S. government to restore access to Claude Mythos 5 and FABLE 5. Today, the government notified the company that Mythos 5—its most powerful cybersecurity model—can be redeployed to a number of U.S. agencies. The firm is continuing to collaborate with the government to expand access to Mythos 5 and make FABLE 5 available to the public again.
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Fueled by Solana (SOL) surging 9% in a single day, multiple concept stocks tied to Solana’s treasuries posted double-digit gains.
As SOL rose approximately 9.7%, multiple stocks tied to Solana Digital Asset Treasuries (DAT) notched double-digit intraday gains on Friday. Per Bitget market data, Sol Strategies (STKE) rallied as high as 22%, Forward Industries (FWDI) climbed 12%, while SkyAI (SKYA), DeFi Development Corp. (DFDV), and Solana Company (HSDT) each saw gains of around 10% or more at their intraday peaks. On the catalyst front, Forward will be added to the Russell 2000 and Russell 3000 indices, while Upexi (UPXI) will be included in the Russell Microcap Index. However, data indicates all SOL-linked DATs currently trade below 1x mNAV. (The Block)
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Sei ecosystem project Oxium has announced it will cease operations, with its interface set to shut down on August 1.
On-chain order book DEX Oxium, built on the Sei network, has officially announced it will gradually cease operations. The team attributed the move to a prolonged unfavorable market environment, stating revenue is no longer sufficient to sustain operations. The platform’s interface will be shut down on August 1, 2026. Oxium reminded users to cancel pending orders, close positions, and withdraw assets before that date, noting user assets remain secure and under their own control, and funds can still be retrieved via smart contracts even after the interface is closed.
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Israeli officials reveal details of the tripartite framework agreement: The Israeli military will continue to be stationed in Lebanon's southern "security zone"
Local time on the evening of the 26th, an Israeli official disclosed that after talks between the United States, Israel, and Lebanon, representatives of the three countries signed a tripartite framework agreement in the U.S. the same night. Per the deal, Israel will maintain its military presence in the "security zone" it unilaterally demarcated in southern Lebanon until Lebanon’s Hezbollah disarms. The official noted that within the entire "security zone", the Israel Defense Forces (IDF) will retain full freedom of military operations and can take action at any time to eliminate all potential security threats. Meanwhile, Israel and Lebanon have agreed that in two areas outside the "security zone", Israel will gradually withdraw its troops and hand over control to the Lebanese Armed Forces. As of press time, Israeli officials and Lebanese authorities have not yet responded to the news. (CCTV)
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