CBS: U.S. Treasury Secretary and Trump Once Had Heated Debate on Tariff Policy

According to Hyperinsight monitoring, during U.S. stock trading hours, Nvidia challenger Cerebras (CBRS) rose as high as $242, with its gain expanding to 23%. Today's catalyst is Cerebras' strategic partnership with CrowdStrike, where the latter will use Cerebras' inference infrastructure to power the Falcon AI Detection and Response model, though the two sides did not disclose the contract amount. CBRS has thus re-stabilized above its IPO price of $185. On May 14, its first day of trading, the stock hit a high of $386.3 and closed at $311; after its first financial report, when the full-year core gross margin guidance fell short of expectations, the stock closed below its IPO price for the first time on June 25, and hit an all-time low of $160.81 on June 26. Calculated from today's high, CBRS has rebounded 49.2% from its all-time low, and is now 29.7% above its IPO price; however, it remains 37.9% below its all-time high of $386.34 on its first trading day, meaning it has only recouped its post-IPO decline and not yet returned to its first-day peak. A smart money address starting with 0xc262 first traded CBRS on July 18, opening a long position of 1036.35 shares via 217 trades during a brief second dip, at an average price of $173.6, for a total of approximately $179,000. Its cost is 6.1% lower than the IPO price. When CBRS rose to around $239.64 on Hyperliquid intraday, this 10x isolated long position once recorded a return of 380%. As of press time, the position is valued at about $237,700, with an unrealized profit of roughly $57,700, a return of 320.7%, and a liquidation price of $81.9.

US President Donald Trump said in an interview on Wednesday that Iran will pay a heavy price and will not be allowed to possess nuclear weapons. The United States is investigating the deaths of American soldiers, and Iran will be held accountable. Trump added that Americans do not oppose war, but they do not want gasoline prices to rise.

According to Iran's Tasnim News Agency, military sources stated that if Washington attacks Iran's bridges or power plants, Tehran will retaliate against U.S.-linked regional infrastructure, including bridges and energy facilities. (Jinshi)

Ostium announced it will resume trading at 10:00 AM ET on Thursday, July 23. All open positions and pending orders will be retained as-is, then re-marked based on real-time market prices at resumption to determine whether liquidation, take-profit, or stop-loss triggers apply. The protocol will restore functions in phases: initially, only "position-reducing" operations will be available, including closing positions, adding margin, modifying or canceling orders, and automatic take-profit, stop-loss, and liquidation. After relevant pending orders are processed, the ability to open new positions will be enabled. Ostium also announced a pause on new OLP liquidity deposits; existing LP withdrawals will be processed in the next settlement cycle, and users are reminded to watch out for scam accounts impersonating the official team, which will never request private keys or mnemonics.

Contract whale "First Set 10 Big Goals" confirmed on social media that Binance’s live derivatives account "Jason leo133" is his personal account. Latest public data shows the account holds over $45 million in assets, currently maintaining a short position of 2,741.71 BTC, with the position valued at approximately $180 million, an average entry price of $65,970.9, and an unrealized loss of $400,000 as of now.

OpenAI has raised its projected spending on computing resources through 2030 from $600 billion to roughly $750 billion. The company has also launched the Camellia data center project in Georgia, U.S., with an initial investment of $20 billion. The facility is expected to secure 3.2 gigawatts of power supply between 2028 and 2032, and its total cost could exceed $30 billion. OpenAI previously signed a total 6-gigawatt data center capacity agreement with Oracle, expanded its multi-year partnership with AWS to $13.8 billion, and plans to allocate an additional $250 billion in cloud computing investments to Microsoft Azure. OpenAI CFO Sarah Friar has previously warned that if revenue growth fails to keep pace with spending, the company may struggle to sustain the costs of expanding its computing power. Meanwhile, AMD has struck a multi-billion-dollar server partnership deal with Anthropic. Starting in 2027, Anthropic will purchase up to 2 gigawatts of AMD Instinct MI450 series chips; once the project meets specific deployment milestones, AMD will invest up to $5 billion in Anthropic. Anthropic currently uses Google’s TPUs, Amazon’s Trainium chips, and NVIDIA GPUs, and this partnership will further diversify its chip supply sources. In addition, Elon Musk’s SpaceXAI is building at least one large data center in Texas to expand its AI computing capacity beyond its existing facility in Memphis, Tennessee.