According to Odaily, since April this year, the behavioral patterns of retail investors in the U.S. stock market have undergone a fundamental reversal. Data from research firm Vanda Research shows that despite a declining trend in direct stock purchases this year, retail buying of put options has surged against the trend. The data reveals that put option purchases targeting the 12 most favored hot stocks among retail investors in 2026 have nearly doubled compared to the first quarter. Put options, as a basic defensive derivative, grant holders the right to sell the underlying asset at a predetermined price before a specified date.

Kaidi Meng, global equity strategist at Vanda, confirmed this significant capital shift. She pointed out that the purchase volume of such options as a proportion of net cash buying (the difference between spending on purchases and sales of assets) has surged dramatically from approximately 26% to 110%. Regarding the widespread reduction in long positions, industry analysts believe this may represent concentrated profit-taking by retail investors after years of successfully employing the "buy-the-dip" strategy. Additionally, some withdrawn capital may have chosen to take on higher-intensity risk through speculative stocks, leveraged ETFs, and prediction markets.

Odaily News: U.S. President Trump met with SEC Chair Atkins, CFTC Chair Selig, and executives from Coinbase, Ripple, Gemini, Polymarket, Kalshi, Nasdaq, the New York Stock Exchange, the Chicago Mercantile Exchange, and the Depository Trust & Clearing Corporation at the White House, ahead of the inaugural CFTC Innovation Advisory Committee meeting scheduled for Thursday, to discuss topics related to regulatory innovation. (CoinDesk)

Odaily News: According to MSX.COM data, Moderna's gains expanded to 150%, reaching a new high since June 2024. On the news front, the company, together with Merck, announced that their melanoma skin cancer vaccine met its goals in a large-scale trial.

Odaily News A survey by the Pew Research Center shows that America's youngest workers are increasingly skeptical of artificial intelligence, fearing that advances in the technology could lead to mass unemployment. For the first time since the Pew Research Center began this survey in 2021, adults under 30 say they are more concerned than excited about AI.

This result is broadly consistent with other age groups, but the youngest cohort has undergone a notable shift in attitudes—transitioning from the group initially most optimistic about AI's potential to one of the most skeptical. The survey also found that nearly 75% of adults under 30 believe the technology will lead to fewer job opportunities, up from 61% two years ago. These findings further underscore the complex relationship between young Americans and AI. They are among the most proficient users of the technology, yet AI simultaneously threatens the entry-level positions that have traditionally served as their gateway into the workforce. (Jin Shi)

Odaily News: CryptoQuant analyst Darkfost posted on X platform, stating that Solana ecosystem data shows the total scale of stablecoins on the Solana chain has reached $16.3 billion. Among them, USDC accounts for approximately $6.8 billion, representing 42.8%; USDT accounts for approximately $2.9 billion, representing 18.2%; USDG accounts for approximately $1.2 billion, representing 7.4%.

Meanwhile, the number of active stablecoin addresses on Solana has reached 1.7 million, setting a new historical record, indicating that the demand for stablecoins on the network continues to grow.

Odaily Planet Daily News Wall Street investment bank Stifel maintained a "Buy" rating and a $282 price target ahead of Nvidia's Q2 FY2027 earnings release on August 26, expecting the results to beat expectations and guidance to be raised. Analysts believe that continued upward revisions in cloud service provider capital expenditures, Hon Hai's AI server revenue share surpassing 50% for the first time (with full-year AI rack shipments expected to more than double), and Supermicro's single-quarter new orders exceeding $60 billion all reinforce the AI demand thesis. Supply chain checks indicate that even as Vera Rubin begins to ramp, demand for GB300 is likely to persist into the first half of 2027, reducing the risk of a demand vacuum during the product transition period. Regarding controversies over memory costs and AI inference competition, Stifel believes the impact is more reflected in gross margins than on the demand side, and that some of the risks are already priced into the valuation.

Odaily News - The Berachain Foundation has announced that its stablecoin HONEY has completed a brand rebranding, now renamed Bera USD with the ticker changed to BUSD. The contract address and the token itself remain unchanged; only the name and symbol have been updated.

Since the token name is part of the EIP-712 domain separator design, permits or off-chain authorizations previously signed under the HONEY name will automatically become invalid and will need to be re-signed. Berachain stated that the BUSD-related updates will soon be fully rolled out across all integrated parties, with more updates to follow.

Odaily News: According to market reports, Grayscale has submitted the fourth amended registration statement for the Grayscale Zcash Trust (ZEC) to the U.S. SEC. The trust is expected to be renamed upon the registration statement becoming effective and will list on NYSE Arca under the ticker "ZCSH." Additionally, DCG International Investments L, a subsidiary of Digital Currency Group (DCG), is in discussions with the sponsor to subscribe for approximately 200,000 ZEC worth of trust shares. However, the arrangement has not yet formed a binding agreement, and the final subscription amount may change or be canceled.

According to Odaily, as AI competition between OpenAI and Anthropic intensifies, OpenAI is attempting to close the gap with rival Anthropic by enhancing safety standards and adjusting product strategies. OpenAI recently announced it would "temporarily slow down model scaling" and invest more resources in strengthening AI safety protections. Earlier, OpenAI discovered abnormal behavior in its AI systems during testing, raising further concerns within the company about model safety, cybersecurity risks, and control over autonomous capabilities.

This adjustment in safety strategy is also seen as part of OpenAI's response to Anthropic's rapid rise. In the past, Anthropic has achieved rapid growth with its Claude series of models, particularly in enterprise applications and AI coding, with revenue growth surpassing OpenAI. Market data shows that Anthropic's recent annualized revenue has grown quickly and now leads OpenAI on certain metrics. (The Information)

Odaily报道 根据 MSX.COM 数据，礼来股价上涨 5.3%，报 1290 美元/股，续刷记录新高，总市值报 1.21 万亿美元，成为人类历史上首个市值达 1.2 万亿美元医药上市公司。

Odaily News: According to MSX.COM data, US commercial aerospace stocks declined, with SpaceX falling over 3% and Rocket Lab dropping over 5%.

Odaily News, according to MSX.COM data, Moderna's gains expanded to 120%, reaching $138.7 per share, marking a new high since June 2024. On the news front, the company, together with Merck, announced that its melanoma skin cancer vaccine met its goals in a large-scale trial. The Nasdaq Biotechnology Index rose 5%, its biggest intraday gain since April 2025.

Odaily News: According to MSX.COM data, spot gold rose nearly 3% during the day, which may have driven the U.S. gold sector higher at the market open. Coeur Mining rose over 7%, Eagle Materials, Newmont Mining, and Kinross Gold each gained over 6%, while Pan American Silver, Gold Fields, and Barrick Mining climbed more than 5%.

Odaily News, tradeXYZ announced on X platform that Moderna (MRNA) is now listed, supporting 10x leverage and 24/7 year-round trading.