Crypto-Related Stocks & US Market

Citigroup warned that Samsung Electronics faces near-term earnings pressure as labor tensions escalate, with a possible strike from May 21 to June 7 and higher bonus costs weighing on profit. An analyst cut the target price to 300,000 won (US$200) from 320,000 won (US$220), citing concern that Samsu

Gate News: According to the latest Gate TradFi data, MINIMAX (MINIMAX-W 00100.HK) has surged by 8% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

According to KB Securities on May 4, Samsung Electro-Mechanics maintained a buy rating and raised its target price, citing strong demand for multilayer ceramic capacitors and FC-BGA substrates used in AI servers. The company reported first-quarter revenue of 3.2 trillion won ($2.18 billion) and

According to The Korea Herald, South Korea's top 10 conglomerates saw their combined market value rise 65% to 3,832.7 trillion won (US$2.6 trillion), driven by a rally in AI-related chip stocks. SK Group posted the largest gain with a 89.6% increase to 1,139.8 trillion won (US$775 billion), led by a

According to David Sacks, White House AI and crypto advisor, commenting on Morgan Stanley data released in early May, AI-related investments contributed approximately 75% of U.S. GDP growth in the first quarter of 2026. Sacks noted that AI investment will drive about 2.5% of GDP growth this year and

According to CoinDesk, Morgan Stanley's bitcoin ETP product MSBT attracted over $100 million in inflows within six days of launch, with all flows coming from self-directed investment channels, according to Amy Oldenburg, the bank's digital assets strategy head. Oldenburg noted that U.S. banks may e

According to The Wall Street Journal, on May 4, GameStop CEO Ryan Cohen announced plans to acquire eBay for approximately $56 billion in cash and stock at $125 per share, a 20% premium to Friday's closing price. GameStop has already secured approximately $20 billion in debt financing commitments

中東局勢持續緊張，美國稱將引導未捲入衝突的船隻通過荷姆茲海峽，與伊朗談判被形容「非常積極」。OPEC+ 在不含 UAE 的情況下增產18.8萬桶，油市因外交與供應變動波動。比特幣逼近8萬仍受期權結構影響難突破；ETH同步上漲。AI晶片需求強勁，Palantir 與 AMD 財報成焦點，市場關注AI投資增長與科技股前景。

Riot's shares rose 8% following an expansion of its AMD data center deal. The expanded partnership and improved financing terms reflect the bitcoin miner's strategic shift toward data center operations.

On Monday (May 4), US stock futures rose as improving risk sentiment was buoyed by prospects of shipping resuming through the Strait of Hormuz and progress toward a US-Iran deal. S&P 500 Index futures gained 0.2% after the underlying gauge closed at a record high on Friday. Brent crude declined 2% i

Figure achieved a $1 billion monthly milestone, capping a years-long effort to remove intermediaries from credit markets and move real-world assets, lending, and equities onto blockchain networks. The company's strategy focuses on bringing traditional financial infrastructure onchain, with an

郭明錤指出 Intel EMIB-T 驗證良率約 90%，仍較台積電 CoWoS 的 98% 有差距，量產尚具挑戰；Google 也詢問若自行投片主計算晶片的成本差異，顯示其成本控管意圖。台積電以 98% 起跳的 CoWoS 領先，Humufish 產能分配與聯發科投片策略將影響 TPU 成本與供應穩定。

Tether added over 6 tons of gold in Q1 2026, bringing total USDT-backed reserves to 132 tons valued near $19.8 billion. Gold now makes up about 10% of reserves, alongside $117B in U.S. Treasuries and $7B in Bitcoin holdings. Combined gold holdings hit 154 tons, positioning Tether among to

Key Insights XRP trades within a tightening rising channel, with resistance near $1.40 and SAR at $1.4734 defining short-term breakout direction. Spot ETF inflows into XRP remain positive, reaching $1.30 billion cumulatively, while Bitcoin and Ethereum funds record notable outflows in

Bitcoin miner Riot's shares jumped 8% following an expansion of its AMD data center deal. The expanded agreement and improved financing terms reflect Riot's strategic pivot away from bitcoin mining toward growing its data center business, strengthening investor confidence in the

Berkshire Hathaway increased its cash reserves to an all-time high of $397 billion in the first quarter of 2026, according to the company's financial results. The move comes as valuations in U.S. stock markets have reached historical highs, reigniting debate over whether the company is positioning f

Canadian pension giant AIMCo has returned to Michael Saylor's bitcoin treasury company Strategy, now holding an unrealized gain of $69 million. The move marks AIMCo's re-entry after previously exiting the

According to The Information, SpaceX launched a major IPO roadshow on May 3, attracting around 200 investors from major Wall Street funds. The roadshow was so heavily oversubscribed that a chartered aircraft could not accommodate all interested investors. As the company prepares to go public,

Bitcoin recovered from a midweek decline to $75,500 to trade above $78,000 by Saturday morning in Asia, as the U.S. Senate cleared a stablecoin yield compromise that removes a key roadblock to crypto market structure legislation. ## Senate Stablecoin Compromise and Market Structure The Senate's ap

Figure Technology Solutions 的 Mike Cagney 正把區塊鏈打造成華爾街新管道。近期單月貸款撮合達十億美元，成為推動去中介化的關鍵里程碑。Figure 的鏈上產品涵蓋真實世界資產代幣化、貸款撮合與股權發行，五月初更直接上鏈自家股票 FGRD。 Bernstein 將 FIGR 視為 2026 年首選，認為代幣化市場放量超出預期，後續將關注 FGRD 流動性與監管動向。