Odaily News - Thrive Capital, the venture capital firm founded by Joshua Kushner, has purchased approximately $215 million worth of Amazon shares, further expanding its investment footprint in public market companies.

According to regulatory filings, this investment gives Thrive Capital exposure to Amazon's growth opportunities in artificial intelligence, including agentic AI shopping tools and AI computing infrastructure services for enterprise customers.

Earlier this month, Amazon's market capitalization surpassed $3 trillion for the first time, making it the fifth company globally to reach this milestone. The market continues to focus on its development potential in generative AI, cloud computing, and AI-driven e-commerce.

Thrive Capital has previously been known for investing in early-stage tech companies, with a portfolio that includes SpaceX, Stripe, and OpenAI. In recent years, the firm has increasingly added positions in publicly listed companies, including Figma, StubHub, and Oscar Health.

Earlier this year, Thrive also disclosed to investors that it had purchased approximately $100 million worth of Shopify stock, citing AI technology as a driver of a new wave of growth in the e-commerce sector.

This investment signals that Thrive Capital is further transitioning from a traditional venture capital model toward becoming an "investor in core assets of the AI era," sharing in the growth dividends of AI infrastructure and application ecosystems by taking positions in major tech companies. (Bloomberg)

Odaily News: Lookonchain posted on X platform, stating that on August 14, Bitcoin ETFs saw a single-day net outflow of 2,015 BTC, valued at $126 million; over 7 days, the net outflow reached 3,890 BTC, worth $243 million. Ethereum ETFs recorded a single-day net outflow of 277 ETH, valued at $517,100; over 7 days, the net inflow reached 22,900 ETH, worth $42.74 million.

Odaily News: According to data from MSX.COM, the US stock storage sector continues to strengthen, with SanDisk rising over 9%, Seagate Technology up 7.2%, Western Digital up 4.5%, and both Micron Technology and SK Hynix gaining over 3.5%.

Odaily News: Cosmos ecosystem wallet Cosmostation has announced it will officially discontinue its wallet services. Starting September 1, 2026, the iOS, Android, and Chrome extension versions will retain only two functions—"export mnemonic phrase" and "export private key"—while all other features will be gradually phased out.

Since this is a non-custodial wallet, users' assets remain stored on their respective blockchains. By holding the mnemonic phrase or private key, users can import the wallet into other compatible wallets for continued use. The official team strongly recommends that users securely back up their private keys or mnemonic phrases before September 1.

Odaily News Michael Burry, the inspiration for "The Big Short," has disclosed his latest portfolio. On the long side, positions are concentrated in Adobe, MercadoLibre, Zoetis, JD.com, among others, with each position accounting for approximately 8%; Lululemon and PayPal each account for roughly 7%; Fannie Mae, Freddie Mac, and Sprouts each represent about 5%.

On the short side, Burry currently holds short positions in the iShares Semiconductor ETF (SOXX), Micron Technology, Nebius, Nvidia, Oracle, Palantir, and Caterpillar, while also holding put options on the Invesco QQQ Trust, comprising about 6% of the portfolio.

In terms of positioning changes, Burry has completely closed out his short positions in Tesla and Applied Materials, noting that both trades were profitable; he has also sold all his SOXX puts and instead established a larger put position on QQQ. Additionally, he reduced his Caterpillar short and increased his Micron short, with cash holdings raised to 12%.

Overall, his shorting focus has shifted from betting purely on a decline in the semiconductor sector to betting on a downturn in the broader Nasdaq market.

Odaily News: According to MSX.COM data, Tesla's intraday gains expanded to 3%, reaching $350.35 per share. Reports indicate that Tesla plans to unveil the new Roadster as early as this month, showcasing a limited-edition model with "flying" capabilities.

Odaily News: The initial value of the one-year inflation rate expectation for August in the US is 4.3%, compared to an expected 4.2%, and a previous value of 4.20%. (Jin10)

Odaily News: Bill Gates met with SK Group Chairman Chey Tae-won and HD Hyundai Group Chairman Chung Ki-sun in South Korea on the 14th to discuss cooperation on small modular reactors and AI power supply.

Gates and Chey Tae-won discussed strategies to address the growing electricity demand driven by the proliferation of AI data centers, the future direction of next-generation nuclear energy development, and the potential for U.S.-Korea nuclear energy cooperation. SK and SK Innovation jointly invested $250 million in Gates' nuclear energy company TerraPower in 2022, becoming its second-largest shareholder. On the same day, SK Innovation signed a business cooperation agreement with TerraPower on sodium-cooled SMR projects.

Gates also met with Chung Ki-sun and Hyundai Engineering & Construction CEO Lee Han-woo to review progress on previous agreements. In May of this year, the three companies agreed to jointly promote the commercialization of sodium-cooled reactors and establish a division of labor structure.

According to Odaily, data from MSX.COM shows that Strategy (MSTR)'s stock price has fallen below $94, possibly impacted by news that MSCI is considering removing bitcoin treasury companies from its index system.

Analysts believe that if MSCI ultimately decides to exclude bitcoin treasury companies from its indices, it could lead to selling pressure from index funds on related companies and affect their capital market valuation logic.

Supporters, however, argue that companies like Strategy have formed a unique balance sheet model by holding bitcoin, integrating digital assets into the traditional financial system, and that these companies still possess long-term investment value. The community is currently calling on MSCI to retain Strategy (MSTR)'s eligibility in the relevant indices.

According to MSX.COM data, Odaily reports that US optical communications stocks continued to rally, with Lumentum rising over 5% in early trading. The company forecasts net revenue in the range of $1.23 billion to $1.28 billion for the first quarter of fiscal 2027, surpassing market expectations of $1.15 billion.