Crypto Pulse

The U.S. Securities and Exchange Commission has abruptly postponed the public meeting at which it was expected to unveil “Regulation Crypto,” one of the agency’s major rulemaking efforts for digital assets. The SEC postponed the Friday meeting in an end-of-day statement on thursday, citing an “unforeseen scheduling issue” as the reason for canceling the meeting.The meeting had been expected to unveil new plans for digital assets as landmark crypto legislation remains stalled in Congress. The pos

Overview Record revenue, record earnings, record gross margin, record operating margin, fourth quarter guidance implying revenue up 51% and earnings up 85% year over year, and a full-year semiconductor equipment growth outlook raised from above 20% to above 30%. The stock fell 5.24% after hours. Applied Materials reported fiscal third quarter 2026 results after the US close on August 13. Per Investing.com's earnings call summary, the company posted earnings of $3.50 a share on revenue of $9.12 b

Overview As artificial intelligence workloads scale exponentially worldwide, the geopolitical and technical architecture governing advanced silicon is undergoing structural fragmentation. Ongoing export restrictions on high-performance semiconductors have accelerated China's drive to establish an autonomous computing foundation. Within this macroeconomic environment, Shanghai-based Enflame Technology has emerged as a primary focus for institutional capital and semiconductor analysts. While finan

Overview With Enflame Technology completing its STAR Market registration, the capital-markets map for China's second tier of AI chip designers is essentially complete. Moore Threads and MetaX are already listed in Shanghai, Biren trades in Hong Kong, and for the first time all four can be placed on the same table. The comparison does not fully match the narrative of four champions arriving together. Per statistics carried by Xincai, 2025 revenue was highest at MetaX with RMB 1.644 billion, follo

Overview A company derived 83.79% of its 2025 revenue from a single customer, and that customer is also its largest shareholder. The combination alone is enough to draw regulatory scrutiny. It is not, however, the most alarming figure in this prospectus. Per Beijing News reporting, Enflame Technology's top five customers accounted for 96.50%, 92.60% and 96.89% of revenue across 2023 through 2025, with sales to Tencent Technology (Shenzhen), including both direct sales and sales under the AVAP mo

Sandisk expects mid-to-high-teens revenue growth from FY2028 through FY2030, broadly aligned with bit growth.Management targets approximately 80% non-GAAP gross margin, 75% operating margin and 50% adjusted free cash flow margin.Eight multiyear New Business Model agreements already cover around 50% of expected FY2027 bits and roughly two-thirds of FY2028 bits.Sandisk expects the enterprise data center flash market to reach 1.2 zettabytes by 2030 as AI inference increases storage intensity.HBF, Q

Sandisk stock rose 13.7% on August 13 following its 2026 Investor Day.Sandisk expects mid-to-high-teens revenue growth from FY2028 through FY2030, with non-GAAP gross margins around 80%.AI inference, enterprise flash demand and multiyear customer agreements are becoming more important to the SNDK investment story.The outlook lifted sentiment across memory and storage stocks, suggesting investors are increasingly looking beyond the current NAND pricing cycle.Why Did Sandisk Stock Jump 13.7%?Sandi

I. Macro & Market Sentiment(Market Data)· BTC Price: $63,477 (24h +0.10%)· Funding Rate: +0.0096%· Fear & Greed Index: 37 (Fear)(Key Events Preview)· No major macro events tonight.II. Trading Signals / Hotspots(BTC · Extreme Sentiment)· BTC is trading at $63,477 (24h +0.10%), while the Fear & Greed Index stands at 37 (Fear). Spot Bitcoin ETFs recorded net outflows of $61.1 million yesterday, including $14.3 million from IBIT and $46.8 million from FBTC, indicating that institutional capital rema

During the MEXC 0808: Stock Season event, Stock Futures, tokenized stocks, and RealStocks are all available with zero trading fees. For investors, however, zero fees address only the issue of cost. The factor that can matter just as much is timing—or, more precisely, the ability to react as soon as critical information is released. For U.S. stocks, some of the most significant price moves can occur after the market closes, when companies release earnings and other key updates. While users of tra

Overview Enflame Technology has cleared the main regulatory hurdles for its Shanghai listing, but it has not started its public share sale yet. As of August 13, 2026, Enflame has not announced its final IPO subscription date, offer price, Shanghai stock ticker or first trading date. According to the Shanghai Stock Exchange Enflame IPO project page, the STAR Market application was accepted on January 22, entered the inquiry process on February 11 and passed the listing committee review on June 15