From PANW and CRWD to SAIL and VRNS, the dividing line for "cybersecurity" has shifted completely.

The main theme for U.S. stocks this week was liquidity rather than AI. The labor market weakened, Waller hinted that a September rate hike may not be necessary, and the probability of a rate hike fell back to about 66%. The three major indices rebounded, Bitcoin surged to $81,379, crypto-linked stocks HOOD and MSTR led gains, while Broadcom's AI earnings were impressive but its stock price closed lower.

More than just a public chain, NEAR is packing cross-chain trading, privacy perpetual contracts, and AI Agent settlement into a single entry point.

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In the next phase, what the company needs to prove is that it can not only secure orders, but also manufacture on schedule, maintain profit margins, and convert the AI data center construction cycle into sustainable free cash flow.

Nebius's proposed price increase indicates that the AI infrastructure industry has not yet entered a price war. What remains truly scarce is high-end compute capacity that can be delivered on time, operate reliably, and provide complete software services.

Includes a recruitment red-flag self-check list.

AI security concerns drove capital into the cybersecurity sector, sending CrowdStrike shares up nearly 14%. The company is positioning itself through Falcon Guardian, partnerships with OpenAI, and an AI Agent security platform to address emerging security demands from enterprise AI adoption.

The Fed unanimously voted 12-0 to raise rates by 25 basis points, lifting the federal funds rate target range to 3.75%–4.00%. This is the first rate hike since 2023 and the first policy adjustment since Kevin Warsh took over as Fed Chair

Tech giants are taking sides.

Liu Shengyu, a DeepSeek engineer and former captain of Peking University's Weiming Supercomputing Team, wrote, "Humanity has never shown any hesitation in the matter of destroying itself since ancient times."

U.S. Treasury Secretary Bessent said the U.S. earned tens of millions of dollars from yen intervention.

Machines don't care whether your fear is real or fake, and neither does capital.

A structural revolution targeting the underlying experience of crypto payments.

BTC treasury company Satsuma liquidated 669.4867 BTC, plans to delist and return assets to shareholders.

The U.S. 10-year Treasury yield broke through 5% in overnight intraday trading, hitting a new high since 2007.