After the US Treasury Department announced a repo-related plan, US Treasury yields declined, US stock futures rose in response, the US dollar fell, and gold and silver rallied sharply.

Wall Street investment bank Stifel analyst Ruben Roy maintained a "Buy" rating and $282 price target ahead of NVIDIA (NVDA)’s Q2 fiscal 2027 earnings release on August 26, projecting the chipmaker will beat consensus estimates this quarter and raising its forward guidance. Stifel noted that this earnings cycle continues to reinforce the AI demand thesis: cloud service providers have sharply lifted capital expenditures, Hon Hai’s cloud networking product business revenue accounted for over 50% for the first time, and the firm projects full-year AI rack shipments will more than double; Supermicro added over $60 billion in new orders in the quarter. Supply chain research shows that even as NVIDIA’s Vera Rubin chip ramps up production, demand for the GB300 is expected to persist through the first half of 2027. Stifel views this as reducing the risk of a demand "gap" during NVIDIA’s product generation transition. Regarding market concerns such as storage costs and competition in the AI inference space, Stifel argues these factors will likely impact gross margins rather than demand, and the associated risks are already partially priced into current valuations.

According to BIT (bit.com) market data, the Nasdaq Biotechnology Index rose 5%, marking its largest intraday gain since April 2025. Moderna (MRNA) is currently up nearly 120%, while Merck (MRK) gained 11.3%.

Whales are shorting $ETH! Two whales are shorting a total of 50,838 $ETH ($98M) on Hyperliquid.

Gambler 0x8c96 was partially liquidated for 288 $BTC($18.74M) again. Current position: 1,152 $BTC($74.7M) New liquidation price: $65,232.47

According to monitoring by TradingBeats (formerly Hyperinsight), two whales have collectively shorted 50,838 ETH on Hyperliquid, valued at approximately $98 million.

According to official sources, Trade.xyz has launched Moderna (MRNA) contract trading, offering up to 10x leverage. Moderna (MRNA) is a U.S. biotech company founded in 2010, whose core technology is an mRNA (messenger RNA) drug platform that delivers genetic instructions to human cells to produce specific proteins for disease prevention or treatment.