stocks

Market observers indicate that Anthropic executives are calling for a slowdown in technological development, which may temporarily drag down chip manufacturers and supply chain stocks, but the long-term impact may be limited.Investors will assess whether a more cautious approach to developing advanced models will suppress profits. Nevertheless, the demand for chips, energy, and computing power continues to exceed supply, and any weakness may be short-lived.

According to Ledger Insights, the European Securities and Markets Authority (ESMA) recently published the "Trends, Risks, and Vulnerabilities Report for the First Half of 2026," in which digital assets and prediction markets occupy three chapters. Regarding crypto assets, the report warns that the increasing ties between cryptocurrencies and the traditional financial sector pose risks. Concerning tokenization, the report points out that issuing different tokenized versions of the same stock may lead to fragmented liquidity.As for prediction markets, the report believes that prediction markets have not yet seen significant development in Europe. This is because major platforms do not yet hold EU licenses, and in most cases, they need to obtain licenses. The European Securities and Markets Authority (ESMA) outlines some potential advantages of tokenization, including increased efficiency, expanded investor access, programmability, and atomic settlement. On the other hand, ESMA also questions how much these advantages are actually realized within these encapsulated structures.Since the ownership of the underlying stocks is off-chain, there is no single data source on-chain, and self-custody can only be achieved indirectly through these structures. Tokenization structures also introduce additional layers of intermediaries, leading to complexity and risk. The settlement advantages are also difficult to realize. Even if token transfers occur on-chain, the cash portion of the transaction is usually settled separately, whether through bank payments or other channels. This means that for certain transactions, the promised atomic settlement (i.e., simultaneous delivery of securities and cash) has not yet been achieved.

According to the information released by the SEC, Coinbase (COIN) director Marc L. Andreessen sold 13,676 shares of the company's stock at an average price of $181.14 per share on September 8, with a total value of approximately $2.4773 million. After the transaction, his direct holdings decreased to 1,138,892 shares.

The latest Markets Pulse survey shows that if the 10-year U.S. Treasury yield reaches 5% to 5.25%, it could lead to a 10% drop in U.S. stocks from their peak. Among 122 respondents, about 30% believe this yield level is sufficient to trigger a correction. The current yield has risen above 4.96%, reaching a three-year high. The Chief Economist at RSM stated that the market is on the brink of a correction.

According to Gate market data, the Hong Kong stock market closed with the Hang Seng Index down 0.6% and the Tech Index down 0.23%. Luoyang Molybdenum, MiniMax, and Sun Hung Kai Properties all fell over 7%; Orient Overseas International and Shenzhou International both rose over 2%.

According to Gate market data, the Hong Kong Hang Seng Tech Index rose in the afternoon, turning positive, while the Hang Seng Index narrowed its decline to 0.44%. Technology and automotive stocks rebounded from their lows, with Sunny Optical Technology and Xiaomi Group both rising over 2%, and NIO, JD.com, Tencent Holdings, Meituan, and BYD Company all increasing by 1%.

According to Gate market data, Hong Kong stocks opened lower today and continued to decline, with the Hang Seng Index closing down 0.85% in the morning session, and the Tech Index down 0.79%. The total market turnover was 118.83 billion Hong Kong dollars. Non-ferrous metals and storage concept stocks saw significant corrections, while oil and gas, as well as optical communication stocks, led the gains. In terms of individual stocks, Orient Overseas International rose by 2.4%, while Zhidatech fell by over 28.5%.

According to the official announcement, to meet users' diverse investment needs, Bitget has launched 472 stock spot rTokens, including rBAM (Brookfield Asset Management), rHMC (Honda Motor), rVOD (Vodafone), rFOXA (Fox Corporation-A), covering multiple sectors such as finance, healthcare, and utilities. As of now, the Bitget platform supports a total of 1,186 rTokens.The rTokens, identified by the letter r + stock code (for example, Nvidia is rNVDA), are issued by Reality, a licensed RWA protocol under Bitget, and are directly connected to global liquidity pools such as NASDAQ and NYSE through collaboration with the compliant brokerage Alpaca. Their features include: 1:1 reserves of underlying assets held by licensed custodians, stock dividends distributed in token form 1:1, support for corporate actions (such as stock splits and consolidations) with synchronized mapping, and positions can serve as joint collateral for unified accounts and U-based contracts, allowing users to flexibly manage funds while holding global stock assets.

According to The Wall Street Journal, Kalshi plans to seek regulatory approval to offer regulated perpetual futures linked to individual stocks such as Tesla, Apple, and Nvidia.

The trading heat of popular U.S. stocks and technology-related assets continues to rise, with multiple stock tokens on Gate gStocks performing actively. According to the latest market data from Gate, the 2x long ETF of Mywell Technology (MVLLG/USDT) has increased by 8.47% in the last 24 hours, currently priced at $29.19; Meta (METAG/USDT) has risen by 5.13% in the last 24 hours, currently priced at $649.71; the 2x long ETF of Micron Technology (MUUG/USDT) has increased by 4.28% in the last 24 hours, currently priced at $35.09.Gate gStocks adopts a 1:1 fully-backed native stock reserve mechanism, where each tokenized security corresponds to an equal number of native stocks as underlying asset support, and supports 24/7 trading, unified account management, and a minimum investment of 1 USDT with fractional trading.Users can participate more flexibly in global popular stock investments, achieving a one-stop allocation of digital assets and traditional securities. As the ecosystem of tokenized securities continues to enrich, Gate gStocks will continue to expand more quality stocks and ETF targets, providing users with a more diverse global asset allocation choice.

According to Gate market data, the Hong Kong stock index fell 1.29% in the morning session, the technology index fell 2.07%, and the total market turnover was 105.86 billion Hong Kong dollars. Sectors such as application software and power equipment experienced fluctuations and corrections, while printing and packaging, as well as storage concepts, led the gains.In terms of individual stocks, Zhihu fell nearly 8%, MiniMax fell nearly 7%, NIO fell nearly 5%, and both Alibaba and Meituan fell over 3%; China Unicom rose over 2.5%, while China Life and Hua Hong Semiconductor rose 2%.

According to CNBC, Robinhood CEO Vlad Tenev responded to AMC CEO Adam Aron's criticism of the stock token business, stating that after a company goes public, its stocks will become transferable property, and other financial institutions should be able to create financial products referencing the relevant stocks without needing the issuer's permission.Tenev stated that publicly traded companies have the right to control their own rights and obligations regarding the issuance of stocks, but cannot control other companies issuing securities that reference their stocks. Robinhood's stock tokens are issued by independent entities and are backed by the underlying stocks, so obtaining the consent of the publicly traded company should not be automatically required.Tenev also acknowledged that holders of stock tokens do not have voting rights in the underlying company. These tokens are designed as debt securities supported by the underlying stocks. As for how Robinhood will exercise the voting rights associated with the underlying stocks, the company has stated that it has not announced any related plans.

According to the official announcement, Bitget has launched perpetual contracts for 4 stocks: FCX (Freeport-McMoRan), BHP (BHP Group), RIO (Rio Tinto), and VALE (Vale S.A.).The above contracts are settled in USDT, support up to 20 times leverage, and are available for trading 24/7. As of now, Bitget supports a total of 310 stock perpetual contract underlying assets.

According to Gate market data, U.S. stocks opened with the Dow Jones down 0.15%, the S&P 500 index down 0.25%, and the Nasdaq down 0.36%. Meta Platforms rose over 5% as the company launched its personal AI entity Muse. Amazon fell 1.2% after issuing four parts of pound debt for the first time. Apple slightly dropped 0.2% before its major launch event.

The second episode of the Gate Stocks series is now online. Lucas Sum, the head of stock market development at Gate, shared insights on why cryptocurrency exchanges are starting to venture into the stock market and analyzed the differences between Gate and traditional brokers in terms of trading experience and asset allocation methods. Lucas Sum stated that more and more digital asset users are beginning to pay attention to stock opportunities from global companies such as NVIDIA, Apple, and Tencent. Gate integrates stocks and crypto assets into the same account, allowing users to manage different types of investment assets using the same USDT balance.In terms of trading experience, Gate Stocks supports fund transfers using USDT, enabling users to participate in stock trading without waiting for traditional bank fund settlements. In addition to regular trading hours for U.S. stocks (9:30 AM - 4:00 PM ET), it also supports pre-market and after-hours trading, with fractional shares supported down to 0.01 shares. Besides stocks and ETFs, Gate also covers investment opportunities such as stock perpetual contracts, tokenized assets, Pre-IPOs, and direct IPOs. Lucas Sum emphasized that Gate is not trying to replace traditional brokers but rather to expand the possibilities of investment platforms, bringing the global stock market directly to digital asset users.

The cryptocurrency security warehouse leverage, unified account model, and unified account professional version will add 2 types of bStocks tokens—Hims & Hers (HIMSB) and Salesforce (CRMB)—as eligible collateral assets on September 9, 2026, at 20:00. Eligible users can use these bStocks tokens as margin collateral to expand the collateral options for margin trading.

Binance will launch the bStocks tokenized securities trading pairs Salesforce (CRMB) and Hims & Hers Health (HIMSB) on September 9, 2026, at 20:00, and will enable spot algorithm trading bots and smart holding bot services. Users can exchange bStocks for BTC, USDT, or other tokens supported by the instant exchange platform without any fees within one hour after the launch. The CRMB/USDT and HIMSB/USDT trading pairs will enjoy zero maker fees, and the event will end on October 1, 2026, at 07:59.

Wintermute released a market update indicating that the non-farm payroll data for August exceeded expectations, pushing the interest rate hike probability to nearly 60%. Bitcoin briefly retreated from $82,400 but still closed the week up 3.45%, standing above $80,000. Bitcoin ETFs recorded a net inflow of $987 million, marking three consecutive weeks of positive inflows, totaling nearly $3.8 billion. This indicates that the crypto market has withstood the test of hawkish data.Bitcoin has fallen about 50% from its peak, which is significantly less than the over 75% declines seen in the same periods of 2018 and 2022, reflecting earlier involvement from ETFs and institutional funds. Wintermute believes that capital is flowing from stocks and gold into crypto assets, forming the premise for a new cycle. $82,000 is a key level that needs to be broken, while $72,000 is the point to judge a trend change. The voting on the CLARITY Act, along with the CPI and FOMC meetings, are all scheduled for next week. The end of the Robinhood Chain Gas subsidy at the end of September will be the first test of the sustainability of activity. If Bitcoin falls below $72,000 and ETF outflows turn significantly negative, a reassessment will be necessary.

During the weekend market closure of traditional markets, perpetual contract types of stocks may have already priced in the stock market trends. According to RootData, most popular stocks are above the last after-hours levels:Semiconductor Triple Long ETF (SOXL) is currently at $125.65, up 7.59% from the last trading day's after-hours reference price of $116.79;SanDisk (SNDK) is currently at $1,785.09, up 3.07% from the last trading day's after-hours reference price of $1,731.88;Micron Technology (MU) is currently at $1,043.54, up 2.84% from the last trading day's after-hours reference price of $1,014.74;iShares Semiconductor ETF (SOXX) is currently at $532.09, up 2.62% from the last trading day's after-hours reference price of $518.48;Intel (INTC) is currently at $98.16, up 2.46% from the last trading day's after-hours reference price of $95.80;SK Hynix (SKHY) is currently at $179.44, up 2.08% from the last trading day's closing reference price of $175.78;VanEck Semiconductor ETF (SMH) is currently at $578.73, up 2.06% from the last trading day's after-hours reference price of $567.05;SpaceX (SPCX) is currently at $150.54, up 1.87% from the last trading day's after-hours reference price of $147.78;IREN (IREN) is currently at $43.96, down 1.59% from the last trading day's after-hours reference price of $44.67;AMD (AMD) is currently at $483.59, up 1.58% from the last trading day's after-hours reference price of $476.08;