Odaily News: According to the official page, Robinhood has listed MORPHO.

Odaily News - According to MSX.COM data, Nvidia's share price rose 6.73% in early trading to $223.780 per share, bringing its total market cap to $5.39 trillion, an increase of $350 billion. The company reported Q2 revenue of $96.2 billion for fiscal year 2027, up 106% year-over-year; adjusted earnings per share came in at $2.22, up 120% year-over-year.

During the earnings call, Nvidia's CFO stated that revenue for fiscal year 2028 is expected to grow by approximately 70%, far exceeding market expectations of 45%. Nvidia CEO Jensen Huang noted that the company had never previously provided earnings guidance a full year in advance. Nvidia's latest earnings and guidance exceeded expectations, boosting bullish sentiment on Wall Street, with over a dozen major banks including Morgan Stanley, Citi, and Mizuho raising their price targets.

Odaily News US-listed storage, cloud service providers, and semiconductor stocks all moved higher, with NEBIUS up over 4%, and Marvell Technology, SK Hynix, CoreWeave, Micron Technology, and SanDisk gaining more than 3%. HP Inc. fell over 9% after the company guided fiscal fourth-quarter adjusted earnings per share to 69 to 79 cents, compared with a previous forecast of 67 cents.

Odaily News, according to MSX.COM data, at the US stock market open, the Dow fell 0.07%, the S&P 500 rose 0.39%, the Nasdaq rose 0.94%, and the VIX fear index fell 1.25%. AI concept stocks generally rose, with CrowdStrike up 12.5%, NVIDIA up 6.9%, Palo Alto Networks up 6.52%, ServiceNow up 4.74%, and Arm up 4.6%.

It is reported that MSX is a leading RWA trading platform that has listed hundreds of RWA tokens, covering popular US stocks and ETF token targets such as NVIDIA, GOOGL, MSFT, AMZN, META, TSM, and AMD.

Odaily Planet Daily News According to the latest data from Gate, the price of gold fell to $4,590.4 per ounce, down 0.13% on the day. The price of silver fell to $68.306 per ounce, up 0.4% on the day.

In the foreign exchange market, the USD/CNH fell 0.05% on the day, with the current exchange rate at 6.71864. The USD/JPY rose 0.05% on the day, with the current exchange rate at 159.359.

In terms of global stock indices, the Euro Stoxx 50 index (EUSTX50) fell 0.88% on the day to 6,440.83 points; the UK FTSE 100 index (UK100) fell 0.5% on the day to 10,815.4 points; and the German DAX40 index (GER40) rose 0.02% on the day to 26,345.4 points.

In commodities, WTI crude oil rose 0.9% on the day to $83.33 per barrel. Brent crude oil rose 1.44% on the day to $89.6 per barrel.

Gate supports users in directly trading traditional financial market products within the platform, providing one-stop coverage of assets such as precious metals, foreign exchange, global stock contracts for difference (CFDs), major indices, and commodities, achieving deep integration of crypto assets and traditional financial assets. Gate TradFi-related features have been fully integrated into the Gate App and Web platform. Users can conveniently participate in global asset price trading without switching platforms, unlocking more strategies and opportunities beyond the crypto market, and continuously enhancing their multi-asset allocation experience.

Odaily Odaily News: Market reports indicate that Elon Musk and David Sacks, Chair of the President's Council of Advisors on Science and Technology, will join OpenAI founder Sam Altman and NVIDIA CEO Jensen Huang at a G20 event. According to sources familiar with the matter, Elon Musk will no longer take on a speaking role at the G20 event.

According to Odaily's Meme Flash monitoring, the "Kill Zero Dog" token on BSC has surpassed a $520,000 market cap.

Community figure KIN KRIS stated in a post that they spotted "Kill Zero Dog"-related content in footage from CCTV-17, claiming that an image疑似 related to the project appeared at the 27th second of the program.

Grok analysis suggests the footage comes from CCTV-17's agricultural and rural affairs special program. However, there has been no official confirmation from CCTV linking the footage directly to the "Kill Zero Dog" project on BSC. It's worth noting that Meme coins are highly volatile, and the claim of "appearing on CCTV" still requires further verification against the original video and on-chain project data.

"Meme Flash" is curated by Odaily's proprietary AI model, selecting trending potential assets from community discussions. The content is compiled based on public information and does not constitute investment advice. Please exercise your own judgment and be aware of the high volatility risks associated with Meme coins.

Odaily News: According to market reports, Charles Schwab has announced that its cryptocurrency clients will soon be able to buy and sell Solana (SOL), Avalanche (AVAX), and Chainlink (LINK).

Odaily Odaily News: FUNDA posted on X platform that North American AI data center demand in 2027, measured by IT load, is approximately 35GW, while actual deliverable supply is only 16.5 to 23.4GW. The overlapping range of two independent supply projections shows a gap of 1.8 to 2.1 times between demand and deliverable supply, which serves as the core of this report.

Demand was cross-validated using two methods, yielding similar results. Based on CoWoS capacity build-out projections, global chip-level electricity demand in 2027 is estimated at 44 to 49GW; based on platform-by-platform bill of materials projections, the result is 48.4GW. The current market discussion range is 40 to 60GW, and the report estimates global demand at approximately 50GW, with North America accounting for about two-thirds.

Supply is largely locked in, and capital investment cannot change this. Grid interconnection pathways can deliver 11 to 14GW of IT load, depending entirely on which projects enter the interconnection queue before mid-2025; applications submitted today cannot contribute to 2027 supply. Behind-the-meter installations can add 5.5 to 9.4GW of IT load after accounting for overlap, but large gas turbine orders are already booked through 2031. Since it typically takes 4 to 5 years from order placement to commercial operation, turbines ordered today will only come online between 2030 and 2032.

Power delivery is the binding constraint and sits upstream of all links that project developers can accelerate through capital spending. Permitting hurdles prevent 78% of the 43GW of shelved projects from moving forward. Over the past 12 months, power-related factors have caused 60% to 70% of project delays on a megawatt-weighted basis. Next is the shortage of certified labor: skilled electricians require 10,000 hours of training, and only about 30% of the current electromechanical, piping, and HVAC workforce is located in regions hosting 70% of projects. Modular construction can compress build timelines but cannot shorten queue times, only reducing the probability of commercial operation delays by 10% to 20%.

Scarcity is already reflected in pricing. Annual recurring revenue per GW across the four comparison companies ranges from $8.3 billion to $50 billion, and NBIS has signed contracts over an 18-month period at prices 3 to 4 times its existing installed base unit pricing. The significant repricing in Q1 and Q2 has concluded, and the report expects market stabilization with modest increases starting in Q4 2026. As new supply comes online, rents on a generation-by-generation basis are expected to decline by approximately 20% to 30%, while utilization rates are expected to remain high.

The four power procurement pathways correspond to four different risk profiles. xAI trades speed for doubled power costs and permitting risk, holding the shortest contract duration among the four companies; CRWV converts power delivery risk into refinancing risk; NBIS operates on customer prepayments and serves as the most direct evidence of price changes; IREN possesses legacy energized capacity and has the lowest capital cost among the four companies, but its queue position for new capacity is the same as the others.

Odaily News: Solana treasury company DeFi Development Corp (@defidevcorp) has announced the resumption of SOL purchases, with the latest acquisition of 19,000 SOL for approximately $1.86 million, at an average buy price of $98.14. Following this purchase, DeFi Development Corp's SOL treasury holdings have increased to approximately 2.33 million tokens, valued at around $182 million at current prices. (SolanaFloor)

Odaily News: According to Lookonchain monitoring, a trader went long 20,000 ETH worth $49.9 million before the market rally, with profits exceeding $11 million. The trader has just opened a long position of 100,000 SOL with 20x leverage, valued at $10.45 million.

Odaily News: According to market sources, the Chicago Fed's preliminary forecast for the U.S. August unemployment rate is 4.1%.

Odaily News: UBS has raised its price target for Nvidia from $280 to $300, and increased its price target for HP from $26 to $28.

According to Odaily, Hyperbot data shows that Machi Brother (Jeffrey Huang) has fully closed his 250 million PUMP long position, earning approximately $4,432. As of now, his total position value stands at about $117 million:

25x long on Ethereum valued at $65.11 million;

40x long on Bitcoin valued at $37.41 million;

10x long on HYPE valued at $15 million.

Odaily News: SemiAnalysis posted on X that AMD middle managers are spending the time of more than 20 engineers trying to expand their sphere of influence and secure promotions through a useless side project called the "ATOM Inference Engine," rather than allocating those resources to inference engines actually being used by real customers like Meta and xAI, such as SGLang and vLLM.

SemiAnalysis said that dozens of AMD engineers, including principal engineers and AMD Fellows, have privately contacted the firm, stating that due to internal office politics at AMD and support from some middle managers, they are unable to discuss their concerns internally. Middle managers are consuming the time of more than 20 full-time engineers to develop this side project with almost no customers, and the engineers involved are all "10x engineers" who should have been dedicated to developing customer-facing inference engines like vLLM and SGLang.

SemiAnalysis said that middle managers will likely respond by pointing to the only customer using the project in a production environment—Alibaba, based on Qwen—but further investigation shows that this is merely a limited deployment of ATOM by Alibaba's enterprise business unit, not the main business unit behind Qwen.

SemiAnalysis stated that AMD management has diverted resources and limited internal GPU R&D clusters away from engineers supporting production-grade inference engines such as vLLM and SGLang, instead using them to expand their own influence and engage in office politics, showing a profound lack of respect for AMD engineers.

Odaily News: Sparrow Wallet v2.5.4 has been released following an extensive AI-assisted review, featuring multiple security hardening updates aimed at reducing users' reliance on external servers such as Electrum.

Additionally, this version strengthens Ledger, Keycard, Trezor, Payjoin, PSBT, and multi-signature handling, removes Bitcoin Core credentials and other sensitive information from debug logs, restricts permissions for existing wallet and backup directories to owner-only access, closes residual local DNS resolution leaks when using Tor, and reinforces validation for wallet import, signing, downloads, and server responses. The update expands Sparrow Wallet's scope of independent verification for transaction data, hardware devices, and other inputs, reducing dependence on data provided by external servers. (Bitcoin News)