By early May 2026, the latest Bitcoin halving has taken place, and the block subsidy has been halved once again. In the reality where computing power and energy consumption are difficult to decrease simultaneously, the unit revenue of top listed mining companies in the United States has passively shrunk, and profitability is generally under pressure. After the halving, miners must quickly make choices regarding locked electricity prices, balance sheets, and business structures, and whether to continue betting on a single mining model has begun to become a question that must be answered. During this window period, Core S

Iran's criticism of American media has sparked attention, and news reports have ignited discussion.

On May 6, 2026, a day that was supposed to be just another ordinary midweek trading day was interrupted within hours by three intertwined signals: on one side, market rumors of "Iran halting nuclear enrichment under the U.S.-Iran draft, the U.S. lifting some sanctions, and reopening navigation in the Strait of Hormuz" raised expectations of easing in energy; on the other side, Trump forcibly cooled this optimism with a statement that "it's still too early to prepare or sign a peace agreement." Oil price risk premiums fluctuated between the imagination of passage and blockade.

In early May 2026, a "low-key" message emerged from Pakistan: Multiple media outlets cited authoritative sources from Pakistan stating that the United States and Iran were advancing peace talks under Pakistan's mediation, nearing the finalization of a one-page memorandum to end the conflict. "We will finalize this matter soon; we are close to reaching an agreement." Years of conflict compounded by sanctions had led to a persistent geopolitical risk premium on Middle Eastern crude oil, with traders already accustomed to pricing in tense situations. But this time, it was merely a "promising" signal.

Leopold Aschenbrenner's holdings have skyrocketed again and again. As a rising star in the hedge fund industry, his investment logic is being validated in reverse by the market trends. Over the past few days, several stocks in the public portfolio of Leopold's Situational Awareness LP have collectively surged: Bloom Energy, Cipher Mining, Intel, Applied Digital, SanDisk, IREN, and others saw single-day gains exceeding 10%, prompting the market to turn...

Original Title: Micron Stock vs. Sandisk Stock: One Is a Much Better Buy, According to a Wall Street Analyst Original Author: Trevor Jennewine, The Motley Fool Original Translator: Peggy, BlockBeats Editor’s Note: The US stock storage sector is becoming the latest focus of AI trading. This week, Micron, Sandisk, and other storage chips...

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.

Anyone can read the paper, but you can't enter the circle.

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.

Forget about Nvidia, bet on Bloom Energy. What exactly is he thinking?

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...

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."

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.