Odaily News Market data shows that Hong Kong-listed chip stocks are trending higher. Hua Hong Semiconductor (01347.HK) and Xinqi Microelectronics (09630.HK) are up over 6%, SMIC (00981.HK) is up 5.51%, GigaDevice (03986.HK) is up 4.5%, and Montage Technology (06809.HK) is up 4.23%.

Odaily reported that "White-Haired Stock God" Serenity posted on X regarding "Stripe's $7 billion acquisition of OpenRouter," stating: "I believe their model orchestration is easy to replicate and replace, with almost no moat. But for now, OpenRouter has a massive user base, highly valuable datasets, and strong growth momentum."

Odaily星球日报讯 据官方公告，币安将于 2026 年 8 月 17 日 13：30 至 8 月 18 日 05：00（UTC）期间，上线 GDXUSDT（VanEck 黄金矿业 ETF）、NETUSDT（Cloudflare）、VSTUSDT（Vistra）、SHOPUSDT（Shopify）、LYTEUSDT 和 CXMTUSDT（长鑫科技）六个 U 本位永续合约，支持最高 20 倍杠杆，资金费率结算频率为每八小时一次，并支持多资产模式。

Odaily News: Over the past three months, JPMorgan's stock price has surged 21%, largely driven by a boom in its trading and mergers & acquisitions businesses, which propelled the bank to record profits. Led by Jamie Dimon, Wall Street's largest investment bank closed Friday with a market capitalization of $965 billion. Currently, Wells Fargo has projected in its latest report that JPMorgan, benefiting from multiple positive factors, is poised to become the world's first bank to reach a $1 trillion market cap. Wells Fargo has assigned JPMorgan an "Overweight" rating and raised its price target from $375 to $390, implying an upside of more than 7% from Friday's closing price.

According to Odaily, data from the Korea Securities Depository shows that from August 3 to 14, Korean investors' capital allocation to Japanese stocks has refocused on the semiconductor supply chain, with 12 of the top 20 net-purchased Japanese stocks being semiconductor-related targets. Among them, Murata Manufacturing and Tokyo Electron ranked first and second with net purchases of approximately $5.319 million and $2.262 million, respectively. Six semiconductor and electronic component-related stocks and ETFs in the top ten net purchases received a combined net inflow of about $14.367 million, accounting for roughly 73% of the total net purchases in the top ten.

Meanwhile, after a sharp decline of about 48% in July, NAND maker Kioxia has rebounded approximately 16% so far this month as of the 14th. Korean investors have begun taking profits, with cumulative net selling of about $3.745 million from August 3 to 14.

1. "Bull Run" — Its market cap briefly surpassed $40 million in the early hours of today, setting a new all-time high;

2. Sources: Anthropic projects revenue to reach $190–$200 billion by 2028;

3. Garrett Jin deposited 17 million WLFI tokens, worth approximately $1.01 million, into Binance;

4. Tom Lee is bullish on the "founder premium": OpenAI and Robinhood's success isn't reliant on AI tools;

5. The U.S. SEC canceled a scheduled crypto regulatory rules meeting, further delaying the innovation exemption plan;

6. An address lost $110,700 in 2 hours after chasing a rally to buy 6.15 million MARSCOIN;

7. 10x Research: Bitcoin trading volume has shrunk significantly, with the price range narrowing to multi-month lows;

8. Pons has generated nearly $2.5 billion in trading volume within a month of launch, with over $9 million worth of PONS burned.

Odaily News, according to people familiar with the matter, Stripe has finalized a deal to acquire AI model aggregation platform OpenRouter for more than $7 billion, though the final transaction price could still change. Notably, OpenRouter raised funds at a $1.3 billion valuation just a few months ago. People familiar with the matter said the final acquisition price could still change. A Stripe spokesperson said the company does not comment on rumors or speculation, while OpenRouter declined to comment.

The Wall Street Journal previously reported that Stripe was in talks to acquire OpenRouter for approximately $10 billion. (Bloomberg)

Odaily News The market currently expects the S&P 500 index to move less than 0.8% on any given day for the remainder of August, while the VIX fear gauge has fallen to its lowest level of the year.

Meanwhile, options market positioning has quickly shifted from buying downside protection to chasing call options, indicating a rebound in investor risk appetite. However, market sentiment remains fragile and sensitive to changes in upward momentum. (Coinbureau)

Odaily News: 10x Research's latest report indicates that Bitcoin trading volume has fallen to a fraction of what it was during the period following the US presidential inauguration and the October flash crash peak last year, while prices have entered one of the narrowest trading ranges in months. Historically, similar low-volatility states have rarely persisted for extended periods.

Additionally, options flows show that trader market confidence is shifting, and positions have begun to adjust. Bitcoin's implied volatility has also dropped to levels rarely seen outside of the summer lull, while ETF inflows remain weak and stablecoins continue to flow out of the crypto market. Strategy, once one of the market's most consistent buyers, has now been a seller for four consecutive weeks.

Odaily Planet Daily reported that Alphabet has hired banks to prepare for its inaugural Australian dollar bond issuance, covering four tenors—3-year, 5-year, 10-year, and 20-year—with the longest maturity reaching 20 years.

Earlier this month, Alphabet priced a $25 billion bond offering in the U.S. dollar market across 10 tranches, and in 2026 issued bonds in Swiss francs, British pounds, euros, Canadian dollars, and Japanese yen. The company also recently raised nearly $85 billion through an equity issuance. (Bloomberg)