BTC $77,530.00 +0.31%
ETH $2,513.01 -0.39%
BNB $724.62 -0.21%
XRP $1.38 +0.66%
SOL $100.96 -0.90%
TRX $0.3389 -0.16%
DOGE $0.0840 -0.91%
ADA $0.2069 -0.56%
BCH $223.56 -1.15%
LINK $11.38 -1.52%
HYPE $79.56 +0.16%
AAVE $125.80 -1.21%
SUI $0.7170 -1.10%
XLM $0.1827 +1.09%
ZEC $1,133.94 -1.56%
AAPL $329.41 -1.09%
AMZN $254.44 -0.89%
GOOGL $335.84 -1.36%
MSFT $493.52 -0.36%
META $639.66 -1.28%
NVDA $214.85 -1.09%
TSLA $360.24 -1.74%
SNDK $1,561.37 -3.19%
INTC $98.32 -2.77%
SPCX $148.51 -1.12%
MU $936.58 -2.66%
AMD $497.97 -2.43%
BTC $77,530.00 +0.31%
ETH $2,513.01 -0.39%
BNB $724.62 -0.21%
XRP $1.38 +0.66%
SOL $100.96 -0.90%
TRX $0.3389 -0.16%
DOGE $0.0840 -0.91%
ADA $0.2069 -0.56%
BCH $223.56 -1.15%
LINK $11.38 -1.52%
HYPE $79.56 +0.16%
AAVE $125.80 -1.21%
SUI $0.7170 -1.10%
XLM $0.1827 +1.09%
ZEC $1,133.94 -1.56%
AAPL $329.41 -1.09%
AMZN $254.44 -0.89%
GOOGL $335.84 -1.36%
MSFT $493.52 -0.36%
META $639.66 -1.28%
NVDA $214.85 -1.09%
TSLA $360.24 -1.74%
SNDK $1,561.37 -3.19%
INTC $98.32 -2.77%
SPCX $148.51 -1.12%
MU $936.58 -2.66%
AMD $497.97 -2.43%

une

All
Article
Flash

first_img Research institution Sage Road Research stated that the stock price of the AI company has dropped 20% from its peak in June

The research institution Sage Road Research released an executive summary of "The AI Trade," stating that since the beginning of this year, the Magnificent Seven has underperformed the Russell 3000 index by about 8 percentage points and the MSCI ACWI by nearly 9 percentage points. In July, the CBOE NDX volatility index relative to the VIX reached its highest point since the internet bubble, and after entering a correction, the Nasdaq index saw a 5% rebound over four days. As of the writing of the report, AI company stock prices have dropped 20% from their 52-week highs in June.Companies are struggling to achieve returns on investment amid soaring AI costs, with Uber, Amazon, Meta, and Walmart implementing restrictions on employee AI usage. Model homogenization limits pricing power, and Chinese open-source models have become a cheap alternative to OpenAI and Anthropic. AI capital expenditures have exceeded expectations, with the consensus for 2026 rising from $527 billion at the end of 2025 to about $800 billion by mid-year. Capital expenditures for hyperscale cloud providers in 2027 are expected to account for 3% of U.S. GDP, more than double the peak of 1.2% during the late 1990s telecom fiber construction. Allianz Research calculates that there is nearly a 46% growth gap between AI investment and sales, worse than the 32% during the 2001 telecom bubble.As of June, hyperscale cloud providers and related entities like Nvidia issued $225 billion in bonds, a year-on-year increase of 973.7%. The off-balance-sheet liabilities of tech giants have increased eightfold over four years to $1.65 trillion.

Zhao Changpeng: This year has not been a good year for the crypto field, but the progress of RWA and stablecoins is unexpected

Zhao Changpeng appeared on the podcast "Meanders" and discussed the pressures, adaptability, and lifelong motivation in the cryptocurrency field. When talking about pressure, Zhao Changpeng stated, "I generally do not set goals; I just do my best. This year the market is not good, so the company's performance may decline, but I have tried my best, I did not slack off, and I did not make any major mistakes. I handle problems in the same way.""No matter how difficult the problem is, I just try my best to deal with it. I also believe in simulation theory; I believe this world is simulated, so it’s like a game. It is simulated, but that does not mean this game is unimportant. However, in this game, I just need to do my best; you try your best to handle it, and after handling it, you can only wait, just lie back and win."Zhao Changpeng mentioned the industry, saying, "As for blockchain itself, I think the improvement in performance is still too slow. But because Bitcoin upgrades slowly, it is particularly stable, which is also an advantage. So there are advantages and disadvantages. Many of the ideas we had in the early days had many implementations, many that were not implemented, and many unexpected things happened."Regarding RWA, he said, "Even a year and a half ago, I would have doubted whether RWA could succeed, but now it is growing very fast. To be honest, I might have had some doubts about stablecoins five years ago, wondering how long they could last; at that time, I did not fully understand them. Stablecoins have their own uses. So these things are all things we did not think of before."
app_icon
ChainCatcher Building the Web3 world with innovations.