AI Industry Development & Policy Dynamics

Former White House economists Jared Bernstein and Ryan Cummings said the recent rally in AI-related stocks has strengthened their view that the AI bubble is 'still inflating,' reiterating their warning from last year. The economists noted AI stocks have climbed around 25% since their warning,

According to former White House economists Jared Bernstein and Ryan Cummings, Anthropic and OpenAI filed for initial public offerings with the Securities and Exchange Commission last month, though pricing and share details remain undisclosed. The economists warned in a Substack post on Wednesday

According to Foresight News, BNB Chain announced winners of the "BNB Hack: AI Trading Agents" hackathon on July 8, with 21 teams sharing $36,000 in total prizes. The hackathon featured two main tracks: "Autonomous Trading Agent" (24,000 USD pool with 5 winners including Neural Alpha, Genesis,

According to Bloomberg, OpenAI launches the GPT-5.6 model family on July 9, featuring three tiers: Sol (flagship, $5 input / $30 output per million tokens), Terra (balanced performance at half Sol's cost), and Luna (high-speed, low-cost option). In the Terminal-Bench 2.1 programming benchmark, GPT-5

MEXC added nine Ondo tokenized stock and ETF trading pairs to its spot market on July 8, 2026 (UTC), expanding its collaboration with Ondo Finance. The new pairs provide on-chain exposure to companies in the data center, semiconductor, and power supply chains linked to AI infrastructure demand.

According to The Block, Spiral, Jack Dorsey's Bitcoin development unit, is expanding into AI by integrating core developers from Goose, an open-source project being developed as an agentic AI platform.

According to Zhitong Finance, on July 8, Northbound investors made net purchases of 14.194 billion Hong Kong dollars in Hong Kong stocks. Shanghai-Hong Kong Stock Connect saw net inflows of 7.03 billion, while Shenzhen-Hong Kong Stock Connect received 7.164 billion. Zhipu AI (02513) was the most-bo

According to BlockBeats, on July 8, EVAA Protocol, a lending protocol in the TON ecosystem, released a teaser for its AI Agent and invited the community to guess its core features. Winners will have the chance to receive rewards. Based on the official video, the deployment sequence references

According to McKinsey, SEMI, and NSF, the U.S. semiconductor industry faces a 157,000-worker shortfall by 2030, driven by only 3% of engineering students choosing chip manufacturing over higher-paying AI roles. The shortage threatens billions in planned fab construction across Texas, California,

Kim Sun-woo, a semiconductor analyst at Meritz Securities, discussed the ongoing semiconductor supercycle in an interview on the 8th at the company's headquarters in Yeongdeungpo-gu, Seoul. The interview followed Samsung Electronics' announcement of 89.4 trillion won in Q2 operating profit, which

According to Koscom ETF Check on July 8, Korean ETFs tracking value, ESG, and semiconductor themes are heavily concentrated in SK Hynix and SK Square, with the two stocks combined representing 40-50% of fund holdings. KODEX AI Semiconductor TOP2 Plus holds the highest concentration at 50.4%, with SK

According to Tickmill analyst Patrick Munnelly, AI trading in parts of Asia shifted from leading positions to liquidation on Wednesday (July 8). South Korea's KOSPI benchmark index extended its decline and entered bear market territory, as investors continued selling crowded semiconductor positions

Anthropic announced the expansion of Claude Cowork to mobile and web platforms on July 08, 2026. The beta rollout will begin with Max subscribers over the coming weeks, with broader availability expected

According to Anthropic's announcement, Claude Cowork expanded to mobile and web platforms today (July 8), with beta access beginning for Max subscribers over the coming weeks and broader availability expected across additional plans. The cross-device expansion allows users to start tasks on

Altcoin FET enters key accumulation zone as analysts highlight bullish potential.  Analysts highlight long-term breakout potential.  Is this a sign for an altseason pump in 2026, or the start of the next bull run pump? The crypto market continues to struggle to maintain bullish

Altcoin FET enters key accumulation zone as analysts highlight bullish potential.  Analysts highlight long-term breakout potential.  Is this a sign for an altseason pump in 2026, or the start of the next bull run pump? The crypto market continues to struggle to maintain bullish

Five Hong Kong-listed companies debuted today (July 8), with mixed first-day performance. Visual AI firm Rewatech (HKEX: 7656) closed down 3.05% at HK$21, significantly below its HK$21.66 offer price, after falling as low as HK$15.6. The company raised net proceeds of HK$529 million with public offe

According to UST, on July 8 the US-based technology and AI services company formed a strategic partnership with Anthropic to integrate Claude into the platforms, engineering environments, and operational workflows it develops for enterprise clients. As part of the collaboration, UST will

The US Commerce Department imposed export controls on Anthropic's Claude Mythos 5 and Fable 5 AI models on June 12. The restrictions cited national security concerns over cybersecurity vulnerabilities and jailbreak risks, forcing Anthropic to suspend international access. American companies and

According to Nikkei Asia, on June 12 the U.S. Commerce Department imposed strict export controls on Anthropic's Claude Mythos 5 and Fable 5 models, citing national security and cybersecurity vulnerabilities. Unable to verify user citizenship globally, Anthropic suspended access for all