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The U.S. stock semiconductor sector experienced a "V-shaped" reversal during trading, with many stocks' declines significantly narrowing or even turning into gains.
According to MSX data, on May 20th, the U.S. stock semiconductor sector experienced a V-shaped intraday reversal, with many stocks narrowing their declines or even turning positive. CBRS surged over 11%, Micron rose 4%, SanDisk 3%, Intel 2%; Nvidia and TSMC saw slight gains and turned green. AMD's decline narrowed to less than 0.5%, Qualcomm's decline was about 3.2%, Western Digital, Coherent, and others narrowed to within 2%. Source: ODAILY
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AirJelly launches a desktop proactive AI assistant, using the Enter key as an anchor to capture user intent
AirJelly is a desktop AI assistant founded by former ByteDance PM Bert. The team is based in Beijing, with 11 people, and the project has received funding from Five Sources Capital. It takes screenshots with Enter, uses Accessibility to obtain application information, models the information as Event, and then outputs Task. It takes about 300 screenshots, reducing the cost to one-fifth. Data is localized, and memory is divided into Entity and Task, with Proactive push. It currently supports macOS, while Windows/Linux are under development. The official website is airjelly.ai. In the future, it will offer Next Enter Prediction and a team version.
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South Korea's Democratic Party plans to introduce a stablecoin bill after the June elections
Kim Hyun-jung, a member of the Digital Asset Special Task Force of South Korea’s Democratic Party, said that after the local elections, it will advance a basic law related to stablecoins (second-phase legislation) and convene a bill subcommittee at that time. Although controversies such as unresolved disputes over restrictions on major shareholders at exchanges have yet to be resolved, the bill is still expected to ultimately pass due to the positive stance toward stablecoins taken by the newly appointed central bank governor, Shin Hyeon-sun. The task force plans to meet with the governor after the election to emphasize improving the CBDC and the Korean won stablecoin framework, aligning international tax rules, and strengthening the infrastructure for responding to digital-asset-related crimes.
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OpenAI联创Karpathy加入Anthropic
AIMPACT News, May 19 (UTC+8), according to market sources, OpenAI co-founder and former Tesla AI director Andrej Karpathy has joined Anthropic. (Source: BlockBeats)
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Altman first discusses the repeated attacks on his home: similar incidents will happen more often
On April 22, Altman was comforted, saying "It's stressful but probably a good thing," to which he replied, "At least no one wants to kill me," the next day his home was attacked with a Molotov cocktail. He said this incident provides a reference, and similar events may happen in the future, but he continues to work.
On April 10 and 12, Altman's residence was attacked successively: 20-year-old Daniel Moreno-Gama was arrested after throwing a Molotov cocktail at the door without injury, carrying an anti-AI manifesto;
On the morning of April 12, two people, Amanda Tom and Muhamad Tarik Hussein, were arrested in a Honda car for suspected negligent shooting, police seized three guns, and the two are unrelated.
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The SEC plans to promote registration issuance and information disclosure reforms, expanding financing and disclosure convenience for listed companies
The SEC proposes to amend registration and issuance rules to improve the efficiency and flexibility of public fundraising, reduce costs, and simplify the information disclosure framework. The proposal expands shelf registration and facilitates registration and communication openness for more issuers, broadens research coverage, and eliminates the application of multi-state laws at the federal level. The large accelerated filer threshold increases from $700 million to $2 billion, and it will not be included in this category within 60 months after an IPO due to changes in market capitalization. The public comment period lasts 60 days after publication in the Federal Register.
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Deloitte acquires blockchain infrastructure company Blocknative
Deloitte has acquired blockchain infrastructure company Blocknative through talent acquisition. The Blocknative team will focus on driving Web3 innovation within Deloitte’s client ecosystem. According to an announcement on Blocknative’s official website, operations are being gradually phased out, with the API and Gas Network being progressively shut down; operations are expected to stop on June 19. Blocknative was founded in 2018 and focuses on real-time mempool monitoring, Gas fee prediction, and transaction management. Gas Network is a decentralized oracle network that provides real-time Gas data. This move aligns with the wave of crypto-ecosystem integration, as traditional firms such as Deloitte expand accounting, audit, and other services for crypto companies.
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Kevin Wash's appointment is imminent, accelerating the fulfillment of the financial asset divestment commitment
ME News reports that Kevin Wash sold off most of his financial assets to resolve nomination disputes before assuming the role of Federal Reserve Chair.
Government documents show he received an asset divestment certificate on May 16, having sold investments worth at least $100 million, though the underlying assets were not disclosed.
The nomination disclosure indicates his assets are at least $192 million, possibly more, and two small assets were not disclosed.
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Kea Tu Macro: Japan's Q2 GDP growth may stagnate
Key Investment Macro states that although Japan accumulated steady growth momentum before the Iran war, GDP growth is expected to stagnate in this quarter and the next.
Household spending and corporate investment increased month-on-month in the first quarter, exports rose significantly, surpassing import growth, supporting growth; but government consumption slowed down, and the supplementary budget did not have a substantial impact on spending.
Consumer confidence plummeted, and the fuel price cap only temporarily curbed inflation; even if another supplementary budget is proposed for gasoline subsidies, it will at most stabilize consumer spending.
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GAS-3.79%
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Mistral AI acquires Austrian AI startup Emmi AI to strengthen its industrial sector presence
AIMPACT News, May 19 (UTC+8), reports that Europe’s leading artificial intelligence company Mistral AI announced on Tuesday that it has acquired Emmi AI, headquartered in Linz, Austria, with the specific financial details undisclosed. The acquisition aims to enhance its AI solution capabilities for European industrial clients. Emmi AI previously completed Austria’s largest funding round in 2025, raising 15 million euros. The company focuses on AI models capable of handling complex physical problems, including airflow, heat conduction, and material stress in industrial scenarios. Mistral AI stated that this deal will strengthen its core strategy centered around the European customer base, with a focus on engineering design and manufacturing tasks, areas that are currently relatively overlooked by the AI industry. The company also mentioned that its solutions will be customized based on client needs.
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Macquarie: The Federal Reserve needs more hawkish language to quell inflation concerns
Macquarie Group foreign exchange and interest rate strategist Thierry Wizman stated that even if the Federal Reserve hints at a shift to a neutral stance in its June actions, it may still be difficult to stabilize inflation expectations and long-term U.S. Treasury yields. The currently slightly upward-sloping overnight index swap curve only implies one rate hike by 2026; to truly reassure the market, the Fed's wording needs to be more hawkish than what the curve suggests. Between now and June 6, the Federal Reserve will hold a series of speeches, which may provide opportunities for a decisive hawkish shift in tone.
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The U.S. SEC proposes to relax the information disclosure rules for publicly listed companies to encourage more companies to go public.
ME News reports that the SEC proposes to relax the disclosure requirements for listed companies and expand the scope of shelf offerings to encourage more companies to go public through an initial public offering (IPO). A shelf offering refers to a company registering a large amount of securities with the SEC at once, but not issuing them all immediately, instead selling them in multiple tranches in the future.
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Performance pressure on multi-strategy funds: convergence of diversified and track-focused strategies
In the past two years, the structural trend in the A-share market has made diversified fund allocation increasingly difficult. Public funds and retail investors have concentrated on a few sectors such as AI and computing power, leading to persistently poor returns for funds with diversified holdings, and multi-strategy approaches have once become ineffective. Against the backdrop of a technology-driven market, some balanced funds have still achieved impressive performance through active rebalancing. The industry is gradually recognizing the importance of diversified investment, generally believing that public fund research and development are breaking the traditional mindset of choosing between "sector-specific" and "balanced" strategies, promoting the integrated development of both investment frameworks.
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Cryptocurrency Price Fluctuations on May 19
ME News May 20 (UTC+8) Cryptocurrency Gainers and Losers: The top gainers are Sahara AI ($SAHARA) +12.60%, Compound ($COMP) +9.64%, MemeCore ($M) +9.43%; the biggest losers are Billions Network ($BILL) -26.53%, River ($RIVER) -18.95%, LAB ($LAB) -15.34%. Source: MLion.
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SAHARA0.46%
COMP-0.55%
M1.66%
BILL5.23%
RIVER7.02%
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The US-Iran negotiations are still taking place in Switzerland, and the American delegation is expected to work overnight.
ME News Report, June 22 (UTC+8), the US-Iran negotiations are still ongoing in Switzerland, and the American delegation is expected to work overnight. The report quotes a senior U.S. diplomat involved in the negotiations as saying that the Iranian negotiators are still on site, and U.S. negotiators including Vice President Vance have been continuously meeting and negotiating with the Iranian side. Earlier that day, the Iranian delegation paused the talks to protest the threats issued by U.S. President Trump against Iran. (Source: ODAILY)
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WTI crude oil price trend is expected to undergo significant change in April 2026
ME News Report, April 22 (UTC+8), forecast market data shows that in the event "WTI crude oil trend in April 2026," the probability of the "Yes" option for "WTI crude oil rising to $95 in April (high point)" increased from 48.5% to 84.0%, a single-day rise of 35.5 percentage points.
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Vitalik: Mature solutions already exist for quantum-resistant algorithm technology
ME News, April 22 (UTC+8). Foresight News on-site report: Vitalik said in a conversation with Xiao Feng that, as of now, there are mature solutions for post-quantum cryptography algorithms. He prefers the GeoHash algorithm because Ethereum not only wants to be a blockchain that is resistant to post-quantum attacks, but also resistant to AI. He also said that recent hacker incidents are extremely serious, and it is very important to improve the trustworthiness of smart contracts in the future through methods such as AI and formal verification. (Source: Foresight News)
ETH-0.62%
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Analysis: SpaceX and Cursor’s 60 billion options are essentially a high-stakes wager on coded data
PatronusAI co-founder Anand Kannappan stated that the deal between SpaceX and Cursor is essentially an experiment: whether developer behavior data is truly a bottleneck for coding models. Cursor has the largest developer footprint worldwide, and the deal enables it to train Composer on the Colossus supercomputer, while xAI also uses the same data to train Grok to compare the differences. If the data is valuable, the valuation is a $60 billion acquisition; if not, they pay $10 billion as an experimental cost.
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AirJelly launches a desktop proactive AI assistant, using the Enter key as an anchor to capture user intent
AirJelly is a desktop AI assistant founded by former ByteDance PM Bert, with an 11-person team in Beijing, funded by Five Sources Capital. It captures screenshots with Enter and uses Accessibility to retrieve app information, models the information as Events, and then generates Tasks, with approximately 300 screenshots, reducing costs to one-fifth. Data is localized, with memory divided into Entities and Tasks, and features Proactive push notifications. Currently supports macOS; Windows/Linux is in development. Official website: airjelly.ai. Future plans include Next Enter Prediction and a team version.
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