MarsbitNews

Mars Finance news, September 3: Market news: The Bank of Japan is reportedly inclined to raise interest rates by 25 basis points and plans to adopt flexible policy measures going forward.

Mars Finance News: U.S. memory chip giants extended their declines. Micron Technology shares fell 4.26% to $891.570 per share, bringing its total market capitalization to $1.01 trillion. SK Hynix shares fell 5.52%, marking their ninth consecutive trading-day decline, and are now at $138.050 per share, with a total market capitalization of $1.008 trillion. (Cailian Press)

Mars Finance reports that, according to Bitcoin Magazine, crypto investor and YouTuber Lark Davis said in a video interview with Bitcoin Magazine that although Bitcoin is trading sideways in the $80,000 range, the next major market cycle is just around the corner. Citing around a dozen on-chain and technical indicators, including record whale accumulation and the two-week MACD, he concluded that the market bottom had formed at $57,000. Davis believes the market is still in the early stages of a new bull run, with opportunities in both Bitcoin and altcoins. He noted that Bitcoin is at...

Mars Finance reports that on October 16, according to market data from BIT (bit.com), MSTR opened down more than 4% and is currently trading at $145.1, possibly affected by news that MSCI warned Strategy could be removed from its global indexes.

Mars Finance reports that on October 16, according to market data from BIT (bit.com), U.S. stocks opened with the Dow up 0.35%, the S&P 500 up 0.1%, and the Nasdaq down 0.23%. SPCX fell 2.49%, ORCL fell 1.76%, and NVDA fell 0.46%. Optical modules: COHR fell 2.47%, LITE fell 0.79%, AAOI fell 2.84%, NOK fell 0.21%, and MRVL fell 2.29%. Storage: SKHY fell 4.23%, STX fell 2.17%, WDC fell 3.07%, SNDK fell 3.02%, and MU fell 3.03%. Crypto-related stocks: SBET fell 3.42%, and BMNR fell.

Mars Finance reported that ChangXin Technology announced it expects revenue for the first three quarters of 2026 to be approximately RMB 265 billion to RMB 270 billion, an increase of RMB 232.916 billion to RMB 237.916 billion year over year. Net profit attributable to shareholders of the listed company is expected to be approximately RMB 131 billion to RMB 132.5 billion, compared with a loss of RMB 5.28 billion in the same period last year, turning a loss into a profit year over year. The company said that factors including growing demand for AI computing power and improved conditions in the DRAM industry have led to supply shortages and significant price increases for its products. The company is advancing capacity expansion, product development, and process technology improvements, while optimizing operations and expanding its market reach.

Mars Finance reports that on October 16, IBM announced that on October 14 local time, it plans to release an early research process design kit (PDK) for its 0.7-nanometer “Nanostack” transistor technology in the first quarter of 2027, for evaluation and collaborative R&D by chip design companies, electronic design automation (EDA) vendors, and research institutions. (Wide Angle Observation)

Mars Finance News, October 16: The Philadelphia Semiconductor Index fell nearly 2%, its eighth consecutive decline, putting it on track for its longest losing streak since May 2006. (Kegubao report)

BIT data shows that U.S. stocks opened with the Dow up 0.35%, the S&P 500 up 0.1%, and the Nasdaq down 0.23%. Tesla rose 1.6% and officially unveiled its “flying” Roadster; Apple gained 1%, with the iPhone Duo selling out as soon as preorders opened. The memory sector opened lower every day this week, with SK hynix down 3.8% and SanDisk down 3.4%.

Mars Finance reports that Amy Oldenburg, who leads Morgan Stanley’s digital asset-related business, said in a video interview with Bitcoin Magazine that the investment thesis for Bitcoin as “digital gold” is “quite solid,” but that she would like to see Bitcoin trade more like gold rather than be highly correlated with technology-oriented risk assets. She noted that factors including Bitcoin’s correlation with gold, demand for stablecoins, concerns about quantum computing, artificial intelligence, and inflation are all affecting market demand for Bitcoin. She also said she would not use the market action on any one day or any single inflation reading to define Bitcoin’s prospects. The interview also covered the use of stablecoins and USDT on the Bitcoin network, the makeup of clients in Morgan Stanley’s spot Bitcoin ETF, ways for clients to transfer self-custodied Bitcoin into ETF shares, and Bitcoin ETFs and spot Bitcoin...

Mars Finance News, October 16 — A roundup of key news before the U.S. stock market opens:
· U.S. stock index futures are mixed, with AI stocks still under pressure. As of 6:21 a.m. ET, Dow futures were up 0.39%, S&P 500 futures were up 0.16%, and Nasdaq 100 futures were down 0.08%. Investors continued to focus on returns on AI investment and debt risks facing data center companies.
· U.S. PPI rose 6.3% year over year in September, intensifying inflationary pressure. The U.S. Producer Price Index (PPI) rose 6.3% year over year, above market expectations of 5.3%; it rose 1.3% month over month, above expectations of 0.6%. Rising energy costs are spreading to other areas of the economy, putting market expectations for future Federal Reserve rate cuts under pressure.
· Fed Chair Warsh: The U.S. economy remains resilient, and AI investment

36Kr learned from multiple industry insiders that XHEART, a physical AI computing chip company, recently completed a strategic funding round. Renault Group made its first investment in the company, while Chery Automobile increased its investment and ChangXin Memory Technologies also participated in the round. XHEART has raised approximately RMB 5 billion in total to date.

Mars Finance reports: The U.S. market headlines investors should watch are as follows: 1. U.S. futures for the three major stock indexes are mixed. Dow futures are up 0.09%, S&P 500 futures are up 0.17%, and Nasdaq 100 futures are down 0.22%. 2. International oil prices are mixed. WTI crude futures are down 0.46% at $97.523/barrel; Brent crude futures are up 0.06% at $105.986/barrel. 3. Spot gold and silver are fluctuating higher. Spot gold is up 0.23% at $4,180.01/ounce; spot silver is up 0.94% at $57.93/ounce. 4. All three major European stock indexes are higher. The UK FTSE 100 is up 0.05%, France’s CAC 40 is up 0.24%, and Germany’s DAX 30 is up 0.99%. 5. Tesla’s second-generation Road

Lens Technology announced on the Hong Kong Stock Exchange that it will acquire a 59.7805% stake in Pei Mei Gao International for $25 million in cash, covering 2,989,024 shares. The consideration is approximately RMB171.57 million and will be funded with its own funds. Upon completion, Pei Mei Gao International will become a controlled subsidiary of Lens Technology, and the target group’s financials will be consolidated into Lens Technology’s consolidated financial statements.

Mars Finance reports that Circle has minted an additional 250 million USDC on Solana.

Charles Schwab announced that clients with approximately $13 trillion in assets can now buy Bitcoin directly in their accounts, reaching more than 40 million U.S. users. Its previously announced spot crypto trading service, Schwab Crypto, will roll out in phases and support BTC and ETH, with a 0.75% fee per trade. Paxos will provide sub-custody and trade execution. The service is not currently available to residents of New York and Louisiana.

KBRA assigned Anthropic an issuer rating of BB+ in June, a speculative-grade rating with a stable outlook. The $4.4 billion in subordinated debt carries Anthropic’s credit risk and yields 8.5%; senior debt yields 5.75%. With limited disclosures, analysts use risk scores to value the debt. Anthropic plans to finance the purchase of custom Google/Broadcom chips with a debt package of up to $60 billion. An investment-grade rating would make it easier to attract institutions such as life insurers and pension funds. Q3 revenue rose to about $16.8 billion, and debt was zero at the end of June. Final ratings will be determined by Moody’s/S&P/Fitch, and investment-grade ratings are crucial to its future capital expenditures of more than $500 billion.

A U.S. bank warns that the AI investment boom is exposing classic capital cycle risks: surging spending, intensifying competition, and falling prices. Hyperscalers’ capital expenditures have jumped from $330 billion to $1 trillion, or about 3% of U.S. GDP. AI tokens have fallen roughly 50% since the summer, and usage growth may be difficult to convert into sufficient revenue. The core risk is that the technology may succeed, while investors are hurt by overinvestment and declining returns.

Strategy said that, if the amendments are approved and take effect at the October 28 shareholder meeting, STRC will pay daily dividends from November 1 through November 30, 2026, at an annualized rate of 12%. Starting in November, calendar days will serve as record dates, including weekends and holidays, with payments made on the next business day. Dividends will shift from twice monthly to more frequent, smaller payments. If the amendments are not approved, the current twice-monthly dividend schedule will remain in place. The 12% rate will apply for November, and the rate for each subsequent month will be announced on the 15th of the preceding month.

Mars Finance reports that Bank of America’s latest report, released on October 16, shows that U.S. equity funds saw another $39 billion in weekly inflows. At the current pace, inflows this year could reach an annualized $636 billion, a record high. U.S. Treasuries have recorded inflows for 16 consecutive weeks, the longest streak since August 2024. However, a team of BofA strategists led by Michael Hartnett remains “inclined to avoid risk,” citing rising real yields, price movements in AI and bank stocks, and potential volatility from the midterm elections. EPFR data shows that global equity funds saw inflows of about $64.5 billion in the week through October 14. U.S. large-cap stocks attracted $32.5 billion, while growth, value, and small-cap stocks saw inflows of $1.6 billion, $1.2 billion, and $1.1 billion, respectively. Technology stocks led with $10.7 billion, followed by financial...