talks

According to Jinshi, Qualcomm's stock in the U.S. night market once rose over 4%, and the current increase has narrowed to 3%. The news states that Qualcomm is in talks with ByteDance to provide customized chip design services.

According to monitoring by Catcher Predict, in the event "Location of the Next Diplomatic Talks between the U.S. and Iran" on the prediction market Polymarket, the "Yes" option for the sub-market "Switzerland" has experienced significant fluctuations in winning probability, soaring from 63.45% an hour ago to the current 84.2% (a fluctuation of 20.75%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the event "Location of the Next US-Iran Diplomatic Talks" on the prediction market Polymarket, the "No Talks Before June 30" option in the sub-market experienced a sharp fluctuation in its probability of being "Yes," dropping from 40.2% an hour ago to the current 20.6% (a fluctuation of 19.6%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the event of "The location of the next diplomatic talks between the US and Iran" on the prediction market Polymarket, the "Yes" option in the sub-market "No talks before June 30" experienced a sharp fluctuation in winning probability, dropping from 55.3% an hour ago to the current 35.15% (a fluctuation of 20.15%). Please note the impact of related breaking news.

According to market news, the French company Mistral AI is in talks for financing, with a valuation of approximately 20 billion euros.

According to The Information, OpenAI is negotiating a 20-year lease agreement, which will become its largest infrastructure investment commitment to date. Nvidia has discussed providing credit support for the project.

According to CCTV News, on the 25th local time, it was learned that the Iranian delegation led by the Speaker of the Iranian Islamic Consultative Assembly, Ghalibaf, will return to Tehran tonight after concluding their meetings in Doha, the capital of Qatar.It is reported that the relevant agenda of the delegation in Qatar has now concluded.

According to BizWatch, FocusAI, the largest shareholder of Busan Digital Asset Exchange, is seeking to acquire Flybit, which is also a cryptocurrency exchange in South Korea. It is reported that the two companies are in the final stages of discussions regarding the details of the transaction, which includes the sale of shares held by Flybit's CEO and largest shareholder Kim Seok-jin.Flybit was registered as a virtual asset service provider in 2021 but exited the KRW-denominated market due to its failure to establish the required real-name account partnerships with banks.

On Wednesday, both WTI and Brent crude oil fell more than 2%, as U.S. President Trump once again claimed that the war with Iran would soon come to an end. However, due to ongoing supply disruptions in the Middle East, investors remain cautious about the outcome of negotiations. Emril Jamil, a senior oil research analyst at the London Stock Exchange Group, stated that as the market assesses the geopolitical situation, benchmark oil prices have softened due to the possibility of an agreement.However, even if an agreement is reached, there may still be some upward potential for oil prices, as supply is unlikely to return to pre-war levels immediately. Toshitaka Tazawa, an analyst at Fujitomi Securities, noted that as the U.S. position changes daily, investors are closely watching whether the U.S. and Iran can truly find common ground and reach a peace agreement. Given the possibility that the U.S. may strike Iran again, and that even with a peace agreement, crude oil supply will not quickly return to pre-war levels, oil prices may remain elevated.

According to QCP Capital analysis, BTC is currently consolidating around $82,000, close to the 200-day moving average, with $80,000 support holding steady, but the $84,000 resistance above has not yet been broken. The core CPI for April year-on-year is 2.8%, slightly above expectations, mainly driven by housing costs (owner's equivalent rent), while core goods inflation remains sluggish, and the transmission of tariffs has not yet fully spread.Core services (excluding housing) inflation has accelerated for three consecutive months, combined with China's PPI turning positive for the first time in 41 months, the global commodity deflation dividend may be fading, and the threshold for the Federal Reserve to cut interest rates has been raised further. The market is currently focused on three major catalysts: the meeting between Trump and Xi Jinping in Beijing (involving trade, rare earths, and Middle East issues), the release of PPI data, and the Senate Banking Committee's review process of the CLARITY cryptocurrency regulatory bill. Before these catalysts materialize, spot prices may continue to fluctuate within a range, with volatility remaining low.

According to Jinshi reports, this week, significant signs of peace have emerged in the US-Iran conflict and the Russia-Ukraine conflict, greatly easing geopolitical risks. Next week, it is worth paying close attention to whether these two geopolitical conflicts can further cool down. In addition, next week's macro events will focus on the US April CPI data, as detailed below:Tuesday 15:15, FOMC permanent voting member and New York Fed President Williams will participate in a panel discussion on monetary policy;Tuesday 20:15, US ADP employment change for the week ending April 25;Tuesday 20:30, US April CPI data;Wednesday 04:30, US API crude oil inventories for the week ending May 8;Wednesday 20:30, US April PPI year-on-year and month-on-month;Friday 05:30, Fed Governor Barr will deliver a speech;Friday 21:15, US April industrial production month-on-month.Finally, next week the Federal Reserve will undergo significant personnel changes. Nominee Chairman Kevin Warsh is expected to be confirmed by the Senate on Monday and will officially take over from Powell on May 15.In terms of US stocks, as of this Friday, a new round of surges has pushed the S&P 500 index up 8% cumulatively in 2026, continuing to rise on the basis of achieving double-digit returns for three consecutive years. The tech-heavy Nasdaq Composite Index has risen nearly 13% year-to-date, with both major indices reaching all-time highs. Although the first quarter earnings season is nearing its end, corporate reports will still be a key driver of stock prices in the coming days.AI

According to The Information, Tencent and Alibaba are in negotiations to invest in DeepSeek, which has a valuation of over $20 billion.

According to The Information, citing informed sources, the prediction market platform Polymarket is in talks with investors for financing, aiming to raise $400 million at a valuation of approximately $15 billion (including new funds).This financing will be added to the $600 million funding round that the Intercontinental Exchange (the parent company of the New York Stock Exchange) invested in last month, although the exchange did not disclose the valuation at that time. Polymarket is seeking to add more strategic investors beyond the Intercontinental Exchange.

According to Jin Shi reports, the White House stated that U.S. Vice President Vance held talks with the Prime Minister of Pakistan.

According to a report by Turkey's Anadolu Agency, sources from the Pakistani government stated that the US-Iran delegations will hold "direct" negotiations in Islamabad, aimed at reaching a "permanent ceasefire" agreement. The talks, scheduled to begin on Saturday, may extend beyond one day. Pakistan is preparing to host these negotiations. The meeting will take place at a heavily guarded military location, organized by the Pakistani military. According to sources, there is no fixed timetable for the negotiations, which will include both direct and indirect contacts between the delegations. "Both sides will also hold face-to-face talks and separate meetings with the Pakistani side." Given the "complexity of the issues," discussions may last "several days." Sources indicated that, for security reasons, the direct negotiations may not exceed two to three days.

According to a report by Jinshi citing CCTV News, on April 8 local time, U.S. President Trump stated that after a two-week ceasefire agreement between the U.S. and Iran, face-to-face talks are expected to be "held soon" in Islamabad, Pakistan, to promote a long-term agreement.Trump mentioned that the talks could take place as early as this week, and the U.S. delegation may include Middle East envoy David Schenker and his son-in-law Jared Kushner, among others. He also noted that Vice President Pence "may not attend," mainly for security reasons.

Binance founder Zhao Changpeng (CZ) recalled in his new book that after the "9·4" regulatory policy was introduced in 2017, venture capital firms as a whole became more cautious, and Sequoia Capital, which had originally expressed investment intentions, also paused related cooperation. He stated, "Seeing the venture capitalists collectively silent during our most difficult September, I was actually quite disappointed."CZ revealed that prior to this, Sequoia had expressed investment interest at the beginning of He Yi's joining, but chose to wait and see in light of the policy impact. Subsequently, Binance achieved rapid growth from September to October, with the number of users increasing from about 20,000 in August to about 120,000 by late October, ranking among the top ten exchanges globally and becoming profitable.CZ stated that by the end of October, after the risk phase had basically passed, Sequoia re-expressed its investment intentions, but they had proposed to raise the valuation requirement. Ultimately, the two sides could not reach an agreement due to valuation differences. The other party then proposed to pursue legal proceedings, and a week later, four large boxes of legal documents were delivered. CZ said this was the "first time in his life becoming a defendant." CZ mentioned that he later learned that the lawsuit was led by Sequoia's legal team in the U.S., who are skilled at using the media to create public opinion, "the media reporters knew before I, the party involved."