Macro Buffers + On-Chain Support Converge as Bitcoin's Bear Market Rally Enters a Decisive Moment.

Driven by demand for AI infrastructure, MLCCs are accelerating their shift from short-term orders to long-term agreements. Samsung Electro-Mechanics, with a market share of over 40%, continues to lead this high-barrier market.

總體毛利率 16.8%，低於預期 19.43%，是典型的「增收不增利」季度。

克制是一種戰略。

Kraken母公司Payward將xStocks擴展至香港、英國和韓國股票市場。

營收表現超乎預期，但資本支出持續擴大，自由現金流已首次轉為負值。

回报率依然是重点。

$14 Billion in Just 11 Stocks, Recently Reduced Google Position to Swap in $2 Billion for Microsoft—If You Want to Copy His Moves, You Can Directly Buy the PSUS Fund

"如果Aave的借幣利率和國債收益率差不多，說明沒人急著上槓桿，離真正的趨勢反轉還很遠。"

從業逾40年的科技分析師羅伯特·卡斯特拉諾指出，Alphabet此前2026年1800億至1900億美元的Capex指引過於保守，預計本次財報將上調至1900億至2000億美元。

Arc主網預計今夏上線，生態裡這些項目值得提前關注。

在ROI不确定、能源与监管约束及自由现金流承压背景下，Alphabet无论上调还是放缓资本开支，都可能对自身股价及美股AI板块带来负面冲击。

A Cross-Review of Ondo Stocks, Bitget rToken, and Binance bStocks.

The trading volume of US stocks on the Robinhood chain is surprisingly driven by meme coins

破產前夕「掏空」資產，Movement Labs 上演空殼戲法。

Prediction markets and RWA emerge as resilient sectors in the crypto industry.