Analysis: The AI hype in SEC filings may have reached the "keyword peak", while the return on corporate AI investments remains to be verified.
By tracking the trend of buzzword usage in SEC filings of U.S. public companies, shifts in market narratives can be identified. Once a certain category of keywords peaks, their associated market value tends to decline. Analysts note that corporate language evolves rapidly in response to changes in technology, culture, and regulatory environments.
Today, an increasing number of companies are heavily incorporating AI-related language into their earnings reports and disclosure documents, framing it as a new growth driver. However, despite rising corporate capital expenditures (CapEx) and operating expenditures (OpEx), few end customers have yet to deliver auditable, verifiable returns on AI investments (ROI). Data shows that the term "AI" has been steadily gaining traction since late 2022 and is now pervasive in large corporate filings. Meanwhile, "Agentic" (referring to agentic AI) is seeing a sharper growth trajectory and is regarded as the newest trending descriptor in the AI space.
Analysts say AI technology itself is real and could become one of the most significant technological transformations of this century, but the path from capital investment to tangible value creation remains unclear. The market is still in its early stages, with only a small number of companies reaping substantial benefits from AI infrastructure investments. Going forward, value distribution will need to be rebalanced to enable more stakeholders to benefit.
2 minutes ago
Iran's Revolutionary Guard says it has targeted Jordan's Al Azraq Air Base.
According to Iran's Tasnim News Agency, Iran's Islamic Revolutionary Guard Corps (IRGC) announced that it targeted the US Al-Azraq Air Base in Jordan. Meanwhile, the US military base in Kuwait remains ablaze. This morning, Rezaei, an advisor to Iran's Supreme Leader, stated that if the US continues its attacks over the next two to three days, Iran will end its previous strategy of deterrence and reciprocal counterattacks, shifting to a "full offensive and destruction" phase, and may directly strike US military bases and personnel outside the country. He added that Iran’s prior restraint was aimed at preventing spillover of regional conflicts, but US "miscalculations" could escalate the situation. Rezaei also called on regional countries including Kuwait, Jordan, Qatar, and the UAE to stop the US and Israel from expanding their operations, noting that the US strategy of "combining war and negotiation" has failed, and Iran will step up its counterattacks in the coming days.
2 minutes ago
CryptoQuant: Retail investors continue to sell Bitcoin, while whales are absorbing the selling pressure.
According to data from CryptoQuant, Bitcoin (BTC) demand fell further yesterday compared to the prior day, with negative demand driven mainly by the spot market as selling pressure persists. However, data shows that the volume of BTC flowing into "accumulation addresses" is rising, indicating that some sold-off tokens are being absorbed by long-term holders. The spot market has seen continuous capital outflows since November last year, but whale investors are absorbing these sell orders. Analysts believe that when Bitcoin's spot demand turns positive again, the market may see a strong rally.
2 minutes ago
TrustedVolumes attacker returns 1,122 ETH, retains roughly $2 million as a "bounty"
According to on-chain data, the attacker behind the hack of crypto market maker TrustedVolumes has returned 1,122 ETH, valued at over $2 million. The attack initially led to the theft of more than $5.8 million in total assets. To date, the attacker has returned roughly $2 million worth of stolen funds, while retaining around another $2 million as a "vulnerability bounty". BlockBeats previously reported that on May 7, per monitoring from blockchain security firm PeckShield, TrustedVolumes suffered a hack resulting in approximately $5.9 million in losses, including around $3.02 million in ETH, $1.37 million in WBTC, and $1.47 million in stablecoins. The attacker converted the stolen funds into roughly 2,513 ETH.
2 minutes ago
Iran plans to levy an "environmental service fee" on vessels transiting the Strait of Hormuz.
According to Iranian media outlet Fars News, Iran’s Department of Environment has submitted the "Detailed Rules for the Implementation of Environmental Service Fees for Vessels Transiting the Strait of Hormuz" to the Iranian government. The fee standard will be determined based on factors including vessel type, cargo nature, past records, and potential environmental risk levels, while specific payment and execution mechanisms will be formulated later by relevant competent authorities. Iran noted that the plan is developed under international legal frameworks such as the United Nations Convention on the Law of the Sea (UNCLOS). When vessels violate the principle of "innocent passage" or pose threats to a coastal state’s national security, public health, and ecological environment, coastal states have the right to take legal measures and charge for related public health and environmental protection services provided. The head of Iran’s Department of Environment emphasized that ensuring the safety and sustainable navigation of the Strait of Hormuz requires corresponding financial support, and stated: "The security of the Strait of Hormuz has always been, is now, and will remain the responsibility of the Islamic Republic of Iran."
2 minutes ago
Trezor Executive Responds to ZachXBT’s Questions: Hardware Wallets Remain the Strongest Self-Custody Option for Regular Users
In response to on-chain investigator ZachXBT’s earlier claim that “all hardware wallets are garbage and not recommended for signing transactions or storing funds,” Trezor’s Chief Commercial Officer Danny Sanders pushed back, calling the assessment overly one-sided. Sanders acknowledged that hardware wallet software or firmware updates can indeed disrupt critical operations like high-value transactions, and current products still have gaps in balancing security and usability. However, he noted that the scenario ZachXBT described primarily applies to advanced users managing large sums of assets, and a single hardware wallet is not the optimal solution on its own—so the entire hardware wallet category should not be dismissed based on that. Sanders also pointed out that using an iPhone dedicated solely to signing and storing assets has some value as an advanced security measure, but compared to hardware wallets, mobile devices have a larger attack surface due to features like Wi-Fi, Bluetooth, cellular connectivity, and iMessage. Additionally, hardware wallets come with an independent display that lets users verify transaction details before signing, making them still the strongest self-custody option available for regular crypto users. Furthermore, Tornado Cash co-founder Roman Storm partially agreed with ZachXBT’s view, noting that current mobile wallets lack support for BIP39 passphrases and air-gapped signing, and urged wallet developers to add these security features as soon as possible.
2 minutes ago