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According to Gate market data, U.S. stocks opened with the Dow down 0.1%, the S&P 500 up 0.1%, and the Nasdaq up 0.16%.SanDisk rose 7%, as the company expects revenue to maintain mid-to-high double-digit growth from fiscal year 2028 to 2030. Western Digital and Micron Technology rose about 4%, while Applied Materials fell 5%.

According to Bloomberg, EdgeConneX Inc., a data center operator supported by EQT, is seeking banks to provide a power cost guarantee of up to $2.5 billion to support its global data center expansion plans.EdgeConneX is negotiating a letter of credit financing arrangement with several banks, including France's Natixis and Spain's BBVA. This arrangement will help the company lock in power supply costs for its data center projects.With the rapid growth in demand for artificial intelligence training and inference, global data center construction has entered an accelerated phase, and operators are exploring new financing tools to cope with rising power procurement costs and infrastructure investment needs. EdgeConneX's request for bank support reflects that AI infrastructure companies are shifting from traditional real estate and equipment financing models to establishing new financing structures around energy supply, long-term power contracts, and other assets.In recent years, major cloud computing companies and AI infrastructure firms have increased their investments in data centers, while power supply has become a significant bottleneck constraining the expansion of AI computing power. Securing future power costs through bank credit support is becoming a new way for data center operators to obtain expansion funding.

In July, U.S. retail sales recorded a month-on-month decrease of -0.6%, the largest decline since May of last year, and lower than the market expectation of +0.1%.

According to reports from South Korean media, SK Group Chairman Chey Tae-won received a salary of 1.75 billion won in the first half of this year.According to the Financial Supervisory Service, SK Corporation disclosed this information in its semi-annual report released that day. The chairman's salary level in the first half of this year is the same as the same period last year, and he did not receive any bonuses apart from his salary. The chairman's younger brother, SK Group Vice Chairman Chey Jae-won, received a salary of 1.5 billion won during the same period. SK Corporation President Chang Yong-ho received a total of 1.8 billion won, including 1 billion won in salary and 800 million won in bonuses.In addition, SK Supex Pursuit Council Chairman Yoon Bong-yong was disclosed to have received a total of 7.715 billion won, which includes 500 million won in salary, 800 million won in bonuses, and 6.415 billion won in compensation from 12,103 performance stock units (PSUs) granted three years ago. SK Hynix's sales from Nvidia in the first half of this year exceeded 17 trillion won, accounting for about 13% of the company's total sales.The average salary of SK Hynix employees reached 144 million won (approximately $104,000) in the first half of this year, an increase of 23% year-on-year. SK Hynix significantly increased its capital expenditures and research and development (R&D) investments in the first half of this year. Cash expenditures for acquiring tangible assets exceeded 18 trillion won, an increase of over 70% year-on-year. The number of small shareholders of SK Hynix has grown more than fivefold in a year, surpassing 3.46 million.

The Ukrainian government stated that the remaining Black Sea ports in the Greater Odessa region are essentially closed due to Russian airstrikes, and its planned agricultural exports may be halved, posing a risk to global food supply.

According to PR Newswire, AI data center company Hyperscale Data (NYSE: GPUS) announced that it has completed the sale of approximately 685 bitcoins, cashing out about 43 million dollars at recent market prices.The funds will primarily be used for the ongoing development and expansion of the Michigan data center, while repaying approximately 30 million dollars in debt to optimize the capital structure. After the sale, the company still holds about 275 bitcoins. The company's Executive Chairman Todd Ault stated that this move is part of a capital allocation decision and not a abandonment of the long-term bitcoin accumulation strategy. The company will continue to engage in bitcoin mining and plans to gradually rebuild its bitcoin holdings over time.

Tonight at 20:30, we will once again welcome the U.S. July retail sales data, known for its "terrifying data" reputation. This data will directly reflect the consumption willingness and purchasing power of American residents, serving as a key barometer for determining whether the economy is experiencing a soft landing or a stall.If the data is significantly stronger than expected, it may reinforce the narrative that "the economy still has resilience," boosting the dollar and dampening interest rate cut expectations; if it is significantly weaker than expected, it may exacerbate recession concerns and further boost precious metals and risk-averse sentiment.

According to Greekslive, 20,000 BTC options are set to expire, with a Put Call Ratio of 0.84, a maximum pain point of $64,000, and a nominal value of $1.29 billion. 96,000 ETH options are set to expire, with a Put Call Ratio of 0.95, a maximum pain point of $1,900, and a nominal value of $180 million.Bitcoin continues to fluctuate around $64,000 this week, with actual volatility decreasing, and realized volatility (RV) dropping to 25%, hitting a historic low, continuously breaking through the three previous low points at the end of October, the end of January, and early June. Implied volatility (IV) has also continued to decline, currently falling to levels seen in early October last year, reflecting extreme compression of market sentiment, corresponding to a sluggish period in the mid-bear market.

Duan Yongping responded on Xueqiu regarding the recent changes in his holdings of Pop Mart, stating that he has "never directly sold a single share of Pop Mart." The changes in his holdings mainly come from options trading and expiration exercises, and do not indicate a long-term bearish view on Pop Mart.Duan Yongping mentioned that when the position of selling puts approaches the limit, he will adopt the strategy of "buying stocks + selling calls." After expiration, if the stocks are called away, it is essentially a similar trading strategy to selling puts that are exercised at expiration. Currently, the options premium for Pop Mart is about 5% per month, and this strategy may continue to be used for a longer period in the future.Regarding the valuation of Pop Mart, Duan Yongping stated, "Currently, I believe the price of Pop Mart is not expensive in the long term, but I don't know about the short term." He emphasized that there is no specific time or price set for selling Pop Mart, and it may be a long time before that happens.

According to The Block, Bitwise has partnered with Superstate to explore the tokenization of its Bitwise Solana Staking ETF (BSOL).ETF expert Nate Geraci commented that in the coming months, asset management companies will release a large number of such press releases.

According to Binance spot data, the market has seen several tokens experiencing a rise and fall. DODO has dropped 7.13% in the last 24 hours, MOVR has decreased by 8.24%, PROM has fallen by 8.09%, and EDEN has declined by 9.76%.In addition, EUL has reached a new low today, with a drop of 6.87%. MTL and KAIA have both hit new lows for the week, with declines of 7.73% and 5.17%, respectively. LA has also reached a new low today, with a decrease of 6.66%.EDEN has slightly increased by 3.13% within 5 minutes, while TUT has slightly decreased by 3.06%.

According to official news, Gate will upgrade the Gate Card points reward program on August 14, 2026. After the upgrade, the assets that can be redeemed with Gate Card points will expand from primarily supporting USDT and GT to include USDT, GT, BTC, ETH, GUSD, as well as tokenized stock assets such as NVDAG, AAPLG, GOOGLG, SPCXG, TSLAG, MUG, SNDKG, and SKHYG, corresponding to Nvidia, Apple, Google, SpaceX, Tesla, Micron Technology, SanDisk, and SK Hynix. The newly added tokenized stock assets cover several popular fields such as AI, semiconductors, and consumer technology. After earning points through eligible daily spending, users can redeem mainstream crypto assets like BTC and ETH according to their preferences, or they can redeem corresponding tokenized stock assets like Nvidia, Apple, Tesla, and SpaceX. In addition, Gate Card points will also support the redemption of gold-backed stablecoins (XAUT), effectively enriching users' options for point redemption.The redemption ratio for Gate Card points remains at 100 points = 1 USDT equivalent asset, and points are permanently valid, with other core rules unchanged. Users can still earn cashback points through eligible Gate Card spending, with the cashback ratio continuing to be calculated based on the user's T0--T5 / VIP level. This upgrade will not affect the existing point acquisition mechanism but will provide users with more asset choices at the redemption end, expanding the application scenarios for Gate Card points. By upgrading the points reward program, Gate Card will further connect payment consumption with asset accumulation, offering users richer rights options and a more flexible asset management experience.

According to DIGITIMES, NVIDIA's next-generation AI platform Feynman aims for mass production in the second half of 2028, utilizing TSMC's A16 process and incorporating SoIC 3D stacking and CPO technology. The Rubin generation focuses on integrating multiple small chips with HBM, while Feynman further develops towards 3D small chips, SoIC, and CPO. The report indicates that TSMC is accelerating the construction of related production capacity, with the original plan for SoIC monthly capacity to reach 20,000 pieces by the end of 2026, now updated to a target of 50,000 pieces by the end of 2027.The construction progress of TSMC's Chiayi AP7 and Tainan AP8 is also accelerating, with AP7 planned in 8 phases. P1 and P2 have entered installation, P3 and P4 have obtained construction permits, and P5 to P8 are still in planning. In addition to mass-producing Apple-specific WMCM, the factory will configure SoIC, CoPoS, and CPO production lines according to customer demand. NVIDIA has rapidly shifted its R&D and supply chain resources to the Feynman platform, and the spillover effect of TSMC's advanced packaging orders continues to expand, with Siliconware becoming the main testing and packaging factory for NVIDIA's CoWoS and CPO orders. The NVLink interconnect bandwidth of NVIDIA's Feynman platform is expected to exceed 1 PB/s, further improving from Rubin Ultra's 520 TB/s. TSMC's COUPE technology integrates EIC and PIC in 3D through SoIC to form a light engine, advancing optoelectronic conversion from traditional circuit boards to the internal packaging structure. Since 2026, NVIDIA has invested over $40 billion in building the AI ecosystem, covering areas such as models, wafer manufacturing, data centers, and optical communications.

Founder of Formula News, Vida, stated that he has hedged through the BTC/USD1 perpetual contract when Bitcoin was around $63,000, exiting about one-third of his BTC position, while still retaining two-thirds of his spot holdings.He indicated that he remains optimistic about Bitcoin in the long term, but the current BTC narrative has been significantly overshadowed by AI, and he expects that a new core narrative will be difficult to emerge in the next 1 to 2 years. He believes that the next bull market for Bitcoin may need to be driven by issues with U.S. Treasuries or the dollar, or rising concerns about fiat currency devaluation, and that prior to this, global assets may first experience repricing.Based on this judgment, he anticipates the opportunity to buy back the positions he exited in the range of $45,000 to $55,000 over the next 1 to 3 years, while retaining two-thirds of his BTC spot as a long-term base.

According to Gate market data, Workday (WDAY.O) has expanded its gains to 25.79%. Due to stock price fluctuations, its shares have been suspended from trading again.

According to The Defiant, Geoff Kendrick, the Global Head of Digital Assets Research at Standard Chartered Bank, stated that the previously set target price of $100 for UNI by the end of 2030 may be too low. Kendrick pointed out that the protocol fee burn rate for Uniswap on the Robinhood Chain exceeded previous expectations.Data shows that from July 27 to August 12, the average daily income of the Uniswap protocol was approximately $244,000, annualizing to about $89.1 million, all of which was used for repurchasing and burning UNI. Based on the current price of about $3.53, the annualized burn amount accounts for approximately 4% of the circulating supply (624.2 million tokens). Kendrick described this burn rate as "clearly unsustainable," and even with his target price of $6.5 by the end of 2026, the annualized burn rate would still reach 2.2%, which is also difficult to maintain in the long term, and does not account for more collaborations similar to Robinhood.In the recent 7 days, the total income of the Uniswap protocol was approximately $1.55 million, with the Robinhood Chain contributing about $925,000, accounting for about 60%. Uniswap has deployed v2, v3, v4, and UniswapX on this chain, becoming a major public AMM.

The Chief Financial Officer of SanDisk stated that it is expected to obtain a total contract amount of $93.9 billion from 8 customers during the contract period, with a Non-GAAP gross margin of approximately 80% for the fiscal years 2028 to 2030, and a Non-GAAP operating profit margin expected to reach about 75%. It is anticipated that the adjusted free cash flow profit margin will remain at 50% for the fiscal years 2028 to 2030. The company stated that in the future, after fulfilling strategic investment and business development needs, it will return 100% of excess cash to shareholders.SanDisk expects that as the storage industry cycle improves and the demand for high-performance computing (HPC) and artificial intelligence infrastructure grows, the company's profitability will further enhance, and shareholder value will be increased through high-margin businesses and capital return strategies. This capital allocation plan shows that SanDisk will prioritize business expansion and strategic investments in the future while returning remaining cash to investors through stock buybacks, dividends, and other means.

EtherFi announced that the existing lending infrastructure of EtherFi Cash can no longer meet development needs. A dedicated Aave V4 instance is currently being deployed on the Optimism chain to support the credit card backend.EtherFi Cash currently has an active loan amount of 22 million USD, and it is expected that the lending capacity will reach 500 million USD by 2027. There are already 70,000 cardholders using cryptocurrency for consumption without the need to sell their cryptocurrency.

According to Gate market data, the Nasdaq index rose by 1%, with SanDisk (SNDK.O) and SK Hynix both increasing by over 4%.