South Korea's KOSPI index decline widened to 3%.

AMD has launched the Ryzen AI Embedded X100 series processors. The chips utilize the same Strix Halo design as the Ryzen AI Max series but feature a distinct positioning, targeting robotics, industrial automation, healthcare, and other embedded computing systems. AMD previously previewed the X100 series at CES 2026, though no further specific details were disclosed at the time. The newly released X100 series brings the Strix Halo architecture to physical AI applications, integrating Zen 5 CPU cores, RDNA 3.5 GPU, and XDNA 2 NPU AI acceleration units, designed to deliver high-performance edge computing for devices like robots that require real-time perception and AI inference. The series supports up to 16 Zen 5 CPU cores and adopts a unified memory architecture, meeting the demands of robotics and industrial equipment for running large-scale AI models, visual processing, and autonomous decision-making. AMD aims to expand its presence in the physical AI and edge intelligence markets via the X100 series, competing with vendors including NVIDIA for the next-generation robotics computing platform market.

According to Reuters, the U.S. Department of Defense (DoD) announced Thursday it has struck a nearly $7 billion, up-to-10-year deal with Oracle to consolidate the Pentagon’s existing on-premises software licenses into a single unified contract. This marks the latest initiative by the Pentagon’s top technology official to cut costs and eliminate fragmented procurement practices. The so-called "enterprise software agreement" was negotiated under the lead of the U.S. Navy, with the contract signed between the DoD and Oracle. The deal primarily covers the use of Oracle’s on-premises computing resources, aiming to boost software procurement efficiency, lower operational costs, and further optimize the information technology (IT) infrastructure of defense systems.

According to Bloomberg, NVIDIA (NVDA.US) and Amkor Technology (AMKR.US) have signed a $1.5 billion agreement to support the latter in expanding its chip packaging capacity, as part of a broader initiative to grow semiconductor operations in the U.S. Per a Thursday statement, the deal includes an upfront payment from NVIDIA that will help Amkor enhance its manufacturing capabilities in Arizona. The news sent Amkor’s shares surging roughly 15% in after-hours trading. The two companies said the collaboration will focus on chip packaging and testing technologies for the artificial intelligence sector. Packaging is a critical final step in semiconductor manufacturing, during which chips are housed in enclosures to enable connection with other components.

ARK Invest Research Head Lorenzo Valente published a report noting Blockworks data indicates Hyperliquid’s real-world asset (RWA) transactions built on the HIP-3 protocol are growing rapidly. Last week, Hyperliquid’s RWA trading volume surpassed crypto asset trading for the first time, accounting for 54% of the platform’s total trading volume. Individual stock trading emerged as the fastest-growing segment: since June, its volume has outpaced indices and commodities, now making up roughly 61% of Hyperliquid’s total RWA volume, signaling on-chain financial markets are expanding beyond pure crypto assets to traditional assets. Data shows last week, total perpetual contract trading volume across decentralized exchanges (DEXs) hit ~$79 billion, with Hyperliquid contributing ~$50 billion. Of that, HIP-3 RWA volume reached $26 billion—even exceeding the combined crypto perpetual contract volume of all other DEXs. RWA trading may not fully consolidate around existing crypto trading platforms; distinct asset classes could develop their own leading players, and future competition among trading platforms may shift from vying for crypto asset traffic (such as BTC, ETH, SOL) to competing for on-chain trading demand for real assets like stocks and commodities.

According to monitoring by Onchain Lens, a single entity has staked 1.49 million HYPE tokens across 8 wallets, valued at approximately $88.2 million. The individual stake amounts of these wallets range from 115,700 to 390,400 HYPE each. All 8 wallets previously accumulated HYPE via Bybit, withdrew the tokens to the blockchain around 9 months ago, held them continuously, and only recently initiated the stake.

Cathie Wood’s Ark Invest bought 160,151 Tesla shares on Thursday, worth approximately $51.2 million; purchased 130,136 Circle shares, valued at around $8.09 million; and acquired 48,377 Securitize shares, totaling about $350,000. Separately, Ark Invest sold 976,368 Figma shares for roughly $19.52 million, and offloaded 40,553 Robinhood shares worth around $4.12 million.