US banking industry sends a joint letter to the Senate, demanding amendments to the stablecoin provisions of the CLARITY Act.

Uniswap founder Hayden Adams has responded to the controversy over Uniswap v4’s fee switch, clarifying that the claim “liquidity provider (LP) fees are being reduced” is a misunderstanding. Protocol fees are additive rather than deducted, and LPs still earn 30 basis points per trade. Addressing the assertion that “the protocol takes 25% of LP profits,” he explained that for pools with a 30 basis point fee, the protocol fee is 5 basis points—accounting for roughly 14% of total transaction fees—while LPs’ own earned fees remain unchanged. Adams also noted that centralized exchanges (CEXs) charge 100 to 200 basis points per trade, making Uniswap’s 5 basis point fee at the 30 basis point tier 20 to 40 times cheaper.

Coursera (NYSE: COUR) announced a $100 million strategic equity investment in LearnVector, the new AI-native learning startup founded by Coursera co-founder Andrew Ng. The investment grants Coursera an approximately one-third stake in LearnVector, valuing the startup at around $300 million. Founded by Ng, who serves as CEO, LearnVector is an AI education startup targeting white-collar workers, with a core goal of leveraging agent AI to deliver one-on-one personalized learning experiences, shifting from traditional "one-to-many" instruction to "one-on-one" dedicated tutoring. The AI agents will map personalized learning paths for each learner, adapt to their learning styles, and provide ongoing support until they fully master relevant skills. The first batch of courses is expected to launch in early 2027, and the deal has been unanimously approved by Coursera’s special committee of independent directors.

Note that a wallet linked to #MulticoinCapital unstaked 1.07M $HYPE ($58.86M) 6 hours ago and deposited 86,314 $HYPE($4.78M) into #CoinbasePrime. The 1.07M $HYPE was bought via Galaxy Digital OTC at an average price of $37.5 and is now up ~$18.75M.

According to EmberCN's monitoring, a week after Multicoin Capital transferred 395,000 HYPE tokens (valued at $37 million) to Coinbase, it proceeded to redeem additional staked HYPE. Early this morning, 1.97 million HYPE tokens (worth $108 million) successfully exited staking after completing the 7-day unbonding period. Of the redeemed HYPE, 86,000 tokens (valued at $4.78 million) were transferred to Coinbase Prime three hours ago. Notably, HYPE has declined 10% over the past week.

Goldman Sachs Japan’s latest strategy report points out that the recent sharp sell-off in Japanese AI-related stocks has created a buying opportunity, as strong earnings prospects are expected to revive investor interest in semiconductor shares. The direct catalyst for this assessment comes from Intel: the chipmaker raised its 2026 capital expenditure outlook by approximately $3 billion, and explicitly stated it will significantly increase spending on wafer manufacturing equipment. Goldman Sachs believes that Intel’s acceleration of capacity ramp-up for advanced processes (including 18A and 14A nodes) and investment in advanced packaging will directly drive orders for closely related Japanese equipment suppliers, and the industry’s trading logic has not broken amid short-term adjustments. Under this framework, Goldman Sachs has named three Japanese semiconductor manufacturing equipment firms as top recommendations. Lasertec is listed as the industry’s top pick, with a maintained Buy rating and a target price of 70,000 yen; it remains on the Asia-Pacific High Conviction Buy List, and its high exposure to Intel’s sales will directly benefit from the advancement of advanced processes. Tokyo Electron also maintains a Buy rating, with a target price of 83,000 yen (current price is approximately 62,800 yen), as Intel’s increased fab equipment budget will support its demand for manufacturing tools. Disco, meanwhile, will benefit from Intel’s plan to expand EMIB-T advanced packaging capacity, with structural upside expected in demand for its back-end processing equipment.

U.S. energy company Bloom Energy, which specializes in powering AI data centers, released its Q2 2026 financial results: total revenue reached $1.065 billion, up 165.5% year-over-year; adjusted EPS was $0.78. Product revenue hit $935.4 million, growing 215.4% from $296.6 million in the year-ago period. Gross margin stood at 33.4%, rising 668 basis points from 26.7% in the same period last year. Non-GAAP gross margin was 34.3%, up 604 basis points year-over-year. Operating income came in at $182.2 million, an increase of $185.7 million from an operating loss of $3.5 million in the year-ago quarter. Non-GAAP operating income was $239.6 million, up $211 million from $28.6 million in the prior-year period. Cash flow from operating activities totaled $226.4 million, a $439.5 million improvement from net cash used in operating activities of $213.1 million in the year-ago period.