Bank of America: Micron's pullback presents a buying opportunity, with a price target of $1550.

According to Iran's Press TV, sources familiar with the matter stated that despite interference from the United States, negotiations between Iran and Oman on shipping routes in the Strait of Hormuz have entered a new phase. Should interference from the U.S. and other countries cease, a bilateral understanding between the two sides is imminent.

Galaxy Digital announced today a strategic partnership with BNY Mellon to further advance the development of digital asset infrastructure for the institutional market. The collaboration will support digital asset services including staking — a mechanism that allows eligible digital assets to earn reward income. The two firms will integrate digital asset custody and staking services into a unified institutional-level service model. By combining BNY Mellon’s digital asset custody platform with Galaxy’s expertise in proof-of-stake (PoS) networks, the pair aims to deliver clients an integrated, institutional-grade staking participation experience, enabling institutional clients to engage in staking activities via secure, streamlined processes. Beyond staking services, Galaxy will also serve as a design partner to further refine the infrastructure of BNY Mellon’s digital asset platform. BNY Mellon’s upcoming staking service and related infrastructure upgrade plans remain subject to regulatory review.

NVIDIA announced the launch of Alpamayo 2 Super, a cutting-edge open-source inference model designed for autonomous vehicles. Alpamayo can understand and reason about complex environments, allowing it to "think" before acting. The model serves as a robust foundation for robotaxis, autonomous trucks, shuttles, delivery vans, tractors, and long-tail mobile robot fleets. NVIDIA is open-sourcing the model under the OpenMDW-1.1 license for commercial use, enabling teams to inspect, fine-tune, and deploy it.

Strategy founder Michael Saylor stated in a post that during Bitcoin’s current difficulty adjustment cycle, only 38 blocks (accounting for 2.70% of the total) had set the BIP-110 support flag in their block header version field by block 961,022, making its 55% voluntary threshold impossible to meet. At block 961,632, BIP-110 nodes will reject blocks that fail to signal support. Unless the majority of miners reverse course, Bitcoin will operate normally, while BIP-110 will stagnate, fork, or become irrelevant. Its supporters should stop pushing forward with the proposal.

According to Bloomberg, artificial intelligence (AI) cloud services firm CoreWeave Inc. is entering the Asian market by establishing its first data centers in the region, expanding its operations into this fast-growing market with urgent demand for computing power. The company said in a statement that it plans to build three new data centers outside the U.S., all located in Indonesia, with a total capacity of 360 megawatts. It will invest billions of dollars in the project, though it cannot provide a specific investment figure. The data centers are expected to become operational in 2028, targeting labs, startups, and enterprise clients in Southeast Asia.

Morgan Stanley stated that the rise of open-weight AI models such as Kimi K3, Qwen, and Llama will accelerate the popularization of AI by reducing costs, rather than undermining the competitive advantage of industry leaders. The bank holds that lower-cost AI will drive broader corporate adoption of AI technology, citing the "Jevons Paradox" as its basis—where improved technical efficiency leads to greater overall demand. Morgan Stanley projects that open-weight models and closed-source models will coexist in the long term, with 63% of enterprises already using both types currently. Furthermore, the bank pointed out that regardless of which AI model architecture eventually dominates, Nvidia will be the largest beneficiary, as demand for AI computing infrastructure will continue to grow.