AI Industry Development & Policy Dynamics

According to a Nikkei report, U.S. tech giants Alphabet, Microsoft, Amazon, Meta, and Oracle saw their off-balance sheet liabilities surge to $1.65 trillion over four years, driven by accelerating artificial intelligence investments. The figure exceeds their reported on-balance sheet debt,

According to Yahoo Finance, AMD stock surged 1.6% on Monday (July 20) following analyst upgrades and Microsoft's announcement of adopting AMD's Helios AI platform for Azure cloud services. Rosenblatt raised its price target from $490 to $655, while UBS increased its target from $670 to $700.

According to Brian Garrett, senior derivatives trader at Goldman Sachs, credit risks from massive artificial intelligence capital expenditures have begun spreading beyond the technology sector into broader financial markets this week. Garrett noted that ultra-scale data center operators' credit spre

Market experts Dave Weisberger, Peter Tchir, and David Duong discussed Bitcoin's price outlook and macroeconomic influences on cryptocurrency markets. Academy Securities Macro Strategist Peter Tchir highlighted Bitcoin's resilience despite recent sell-offs in semiconductor and AI stocks, while Weisb

According to Bloomberg, the correlation between South Korea's KOSPI index and the Nasdaq 100 has surged to 0.46 over the past 60 days, nearly triple the five-year average of 0.16, as the Korean tech-heavy index increasingly serves as a leading indicator for global AI trading. International

According to Brave's July 2026 announcement, the company introduced BAT Roadmap 4.0 featuring agentic payments to automate micro-transactions, a unified Brave Wallet, the BravePay stablecoin protocol, and a Creator Contribution Protocol for automated compensation in the attention economy. Brave

Hut 8 shares rose about 14% in early trading on Monday after signing a second 15-year lease worth $9.8 billion with an existing investment-grade customer. The crypto-mining turned AI data center company fully commercialized its 1-gigawatt Beacon Point campus in Texas through the agreement, which

According to Bloomberg Law, a federal court has approved Anthropic's $1.5 billion copyright settlement with writers, one of the largest collective copyright litigation settlements in U.S. history. Court-approved attorney fees and costs totaling $122 million will be distributed to the writers.

Chris Fall resigned as director of the Center for AI Standards and Innovation on Monday, just three months after the Trump administration appointed him to lead the agency in April, CNBC confirmed. The Commerce Department did not disclose why Fall departed from his position at CAISI, a Department of

According to CNBC confirmed Monday, Chris Fall resigned from his role as director of the Center for AI Standards and Innovation (CAISI) just three months after being appointed by the Trump administration in April. Arvind Raman, director of the National Institute of Standards and Technology, will

Robinhood Markets received a price target increase to $160 from Bernstein on Monday, as the analyst firm cited the brokerage's expansion into prediction markets, tokenized equities, perpetual futures, and AI-powered trading. Bernstein analyst Gautam Chhugani raised the 12-month target from $130

NEAR Protocol co-founder Illia Polosukhin stated Monday that AI-assisted hacking began last October and is now outpacing traditional code security reviews. Speaking in an interview on The Block's The Starting Block podcast, Polosukhin identified the Balancer incident as the first example of this

According to NEAR Protocol co-founder Illia Polosukhin in an interview with The Block on Monday, artificial intelligence is now enabling hackers to discover software vulnerabilities faster than traditional security reviews can patch them. Polosukhin argued that the traditional approach—having

Shares of several Bitcoin mining companies, including IREN, Hut 8, Cipher Digital, CleanSpark and MARA Holdings, each gained at least 11% on Monday following announcements of major AI infrastructure deals. Hut 8 disclosed a 15-year, $9.8 billion lease for its AI data center campus, while IREN announ

SpaceXAI announced on Monday the release of a Microsoft Excel add-in integrating its Grok AI assistant directly into the spreadsheet software. The tool enables users to perform data analysis, build formulas, and execute financial forecasting using plain English prompts without switching

According to PANews, economist Peter Schiff warned on July 21 that AI-related stocks are weakening, with $SPCX trading below $121—down approximately 11% from its IPO price and over 46% from its peak. As low-cost AI models proliferate, investors should reassess high growth expectations previously

According to Globenewswire, Nasdaq-listed bitcoin miner LM Funding America announced it will officially rebrand to PowerCompute effective July 22, 2026, as part of its strategic shift toward AI computing infrastructure. Common stock will begin trading under the new ticker symbol PWCM on Nasdaq at

According to Morgan Stanley analyst Joseph Moore, cited by Citrini, DRAM prices in data centers rose at least 25% in the third quarter of 2026 compared to second quarter projections, exceeding earlier forecasts. The memory shortage stems from surging AI demand consuming available DRAM capacity,

According to Alex Svanevik, Nansen CEO, on July 21, he turned bullish on Apple, citing five key reasons including improved Siri capabilities, user-end AI inference development, strong cash flow, new leadership, and brand value. Svanevik noted that Siri's experience in iOS 27 Beta showed notable impr