Last night, the US stock market once again performed miracles, with both the S&P 500 and Nasdaq setting new historical records! The AI wave has not only not extinguished but has instead wildly spread to the deeper layers of the storage chip sector. Meanwhile, the easing of geopolitical risks has led to a 4% drop in oil prices, and risk appetite has fully returned.
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Anyone can read the paper, but you can't enter the circle.
56 minutes ago
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Micron's process technology is leading, with HBM efficiency 30% lower than competitors, becoming the key to breaking through the AI computing power bottleneck. This sole large-scale storage chip company in the United States is changing the fate of cyclical stocks with its 1-gamma process and long-term orders.
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Forget about Nvidia, bet on Bloom Energy. What exactly is he thinking?
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The S&P 500 has increased by 28% in the past 12 months, and NVIDIA has surged by 73%. However, compared to the storage sector, these gains are still modest. SanDisk was at $34.61 a year ago, and today it is $1,406.32, skyrocketing 39 times. This NAND flash memory company, which was spun off from Western Digital just 14.5 months ago, is the strongest-performing stock in the US market so far in 2026, having surged 492% this year. Behind it are Micron, Seagate, Western Dig...
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PANews May 6 news, according to Bitcoin Magazine, U.S. Senator Bernie Moreno stated that they will review legislation on Bitcoin and the structure of the cryptocurrency market "next week." Moreno said, "We will send it to the president's desk by the end of June, and he will sign it into law before July 4."
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The decrease in geopolitical risks between the US and Iran is favorable for Bitcoin, while a whale's liquidation of long positions at 81,300 USD has raised concerns about a pullback. The TPV system shows a bullish trend, and the battle between long and short positions intensifies, requiring patience.
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Original | Odaily Planet Daily (@OdailyChina) Author | jk On February 28, 2026, the joint airstrike by the United States and Israel against Iran has begun. At this time, it is less than two hours since Trump posted that 8-minute video on Truth Social, and the news of Khamenei's death has not yet been confirmed by the Tehran officials. However, on Polymarket, the bet on "Will the United States strike Iran before February 2026" has reached 0.98 dollars. From February 28 to April 3...
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PANews May 6 news, according to CoinDesk, Robinhood's Senior Vice President and Head of Crypto Business Johan Kerbrat stated at the Consensus Miami conference that overseas investors' demand for U.S. stocks, especially AI-related companies, is increasing, but access channels remain limited in many regions. Kerbrat pointed out that features such as tokenization, 24/7 trading, and instant settlement will enable investors to build global portfolios rather than being confined to a single country strategy. Robinhood has launched tokenized stock products in Europe and plans to expand access to asset classes traditionally available only to accredited investors, such as private equity. Kerbrat emphasized that the goal is to provide investors with the option to participate in investments before new assets go public.
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PANews, May 6 news, according to Cointelegraph, Jay Clayton, the U.S. Attorney for the Southern District of New York, stated in a letter submitted to the court that he recommends a lighter sentence for former Celsius Chief Revenue Officer Roni Cohen-Pavon, due to his "substantial assistance" to the government in preparing to testify against former Celsius CEO Alex Mashinsky. The prosecutor did not suggest a specific sentence but requested that the judge consider granting "appropriate leniency" based on sentencing guidelines. Clayton mentioned that Cohen-Pavon's plea and cooperation could be significant factors influencing Mashinsky's decision to plead guilty months before the trial date in January 2025.
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PANews May 6 news, according to The Block, the Chairman of the Commodity Futures Trading Commission (CFTC) Michael Selig stated that the CFTC is considering establishing rules to consolidate its protective stance towards non-custodial software developers. In March of this year, the CFTC issued a no-action letter regarding the cryptocurrency wallet Phantom, stating that it would not take enforcement action for not being registered as a broker and clarified that eligible self-custody wallet software developers do not need to register as brokers. Selig mentioned that the CFTC is seeking to formally incorporate this position into rule-making. Additionally, Selig reiterated that prediction markets fall under the exclusive jurisdiction of the CFTC and that it will continue to prosecute states that violate federal jurisdiction. The CFTC has previously taken legal action against the states of Wisconsin, Illinois, Arizona, Connecticut, and New York.
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PANews May 5 news, according to CCTV reports, U.S. Defense Secretary Peter Hegseth stated that, given the current government's assessment that the ceasefire status between the United States and Iran is still being maintained, President Trump does not need to seek congressional approval to continue military actions. Hegseth firmly claimed that if Trump orders the resumption of military strikes, discussions on related matters will naturally unfold at that time.
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PANews, May 5 news, according to Bybit market, the US stock market opened with the Dow Jones rising 0.48%, the Nasdaq rising 0.98%, and the S&P 500 index rising 0.62%. Cryptocurrency-related stocks are generally rising, among which COIN (Coinbase) increased by 1.94% during the day; HOOD (Robinhood) increased by 1.21% during the day.
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