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KB Securities warned that the inventory of memory semiconductors at Samsung Electronics and SK Hynix has fallen to less than 10 days of supply, and the available supply next year will be significantly insufficient. The agency reported on Monday that investment in artificial intelligence infrastructure is expanding at an unprecedented pace, leading to a severe supply shortage in the memory chip market. A key factor is the transition to HBM4, which requires about three times the wafers of traditional DRAM, and limited wafer capacity will reduce the available capacity of traditional DRAM.KB Securities expects that next year, the demand for DRAM and NAND will exceed supply by more than 10 percentage points. Research director Kim Dong-won stated that artificial intelligence servers will consume HBM, server DDR5, and enterprise-grade solid-state drives, potentially leading to a historic shortage. Global hyperscale data center operators have raised their expectations for artificial intelligence infrastructure investment next year to $1.3 trillion, a 60% increase from the previous year. The agency anticipates that memory semiconductors will account for 57% of total investment in artificial intelligence infrastructure next year, up from 14% last year, with TrendForce estimating this ratio could reach as high as 68%. Samsung Electronics' stock price has dropped nearly 28% from its peak, while SK Hynix has fallen nearly 40%.

According to the information released by the SEC, Robinhood (HOOD) Chief Brokerage Officer Steven M. Quirk sold 24,416 shares of the company's stock on September 3 at an average price of $120.33 per share, totaling approximately $2.9379 million. After the transaction, his direct holdings decreased to 77,839 shares. Meanwhile, GC Daniel Martin Jr sold 10,000 shares of the company's stock on the same day at an average price of $122.43 per share, totaling approximately $1.2243 million. After the transaction, his direct holdings decreased to 509,943 shares.

Coinbase posted on the X platform stating that the company is working to launch single-stock perpetual contracts in the United States. This week, Coinbase has submitted notification registration documents to the SEC for its derivatives exchange and brokerage and will work closely with the SEC and CFTC to bring more major financial products to the U.S. market.

Gate US's wholly-owned subsidiary Gate Futures LLC has completed the independent introducing broker registration with the Commodity Futures Trading Commission (CFTC) and has officially become a member of the National Futures Association (NFA).

According to CoinDesk, Japanese financial giant SBI Holdings plans to acquire a 20% stake in Indonesian online brokerage Ajaib Group for $270 million by the end of this month to expand the circulation of its yen stablecoin JPYSC in Southeast Asia and utilize blockchain technology to build cross-border settlement infrastructure.Ajaib provides a foothold for SBI to enter the Indonesian market. Indonesia is one of the largest retail investment markets in ASEAN, with over 20 million retail investors and an estimated retail market size of $375 billion. Ajaib operates online brokerage, forex margin trading, cryptocurrency, and asset management businesses in Indonesia, and this $270 million deal is also the largest tech financing in Indonesia in years.SBI Chairman and President Yoshitaka Kitao stated that in the era of tokenization, the importance of global digital asset infrastructure is becoming increasingly prominent. This investment is part of SBI's strategy in Southeast Asia, having previously acquired Singapore cryptocurrency exchange Coinhako for about $100 million and invested in Singapore digital securities trading platform DigiFT. The Japanese government has also recently announced plans to build blockchain infrastructure for stocks and government bonds, with the expectation of launching 24/7 on-chain settlement in the early 2030s.

According to Bloomberg, South Korea's financial regulatory authorities plan to strengthen the regulation of structured products such as ELS starting next month. They will require brokerages to warn investors when products approach the principal loss trigger line (Knock-in) and to reassess product design and sales when market conditions lead to a significant increase in risk.It is reported that the South Korean stock market has recently experienced significant fluctuations, but retail investors' enthusiasm for high-risk investments has not noticeably cooled. After regulatory tightening on leveraged ETFs for individual stocks, some investments have shifted to stock-linked securities (ELS) that offer high "coupon" rates. Data released by the Korea Financial Investment Association shows that in July, the sales volume of ELS in South Korea reached 35 trillion won, setting a new high in over three years since April 2023, with ELS products based on Samsung Electronics and SK Hynix stocks becoming the main drivers of growth.

According to Bitcoin.com, the Central Bank of Russia has released a draft regulation requiring professional market participants such as brokers, trust institutions, forex traders, and cryptocurrency exchanges to include cryptocurrency holdings when calculating their own capital, and the proportion of cryptocurrency assets must not exceed 25% of total capital. Holdings must be registered with a cryptocurrency custodian for national verification of their authenticity.The Central Bank of Russia stated that this measure aims to assess credit and market risks, ensuring the financial resilience of intermediaries in cryptocurrency transactions. This draft is a continuation of the process of legalizing cryptocurrency assets in Russia, providing investors with a reference to assess the financial status of licensed institutions. Previously, the State Duma approved comprehensive cryptocurrency regulatory legislation, allowing both qualified and unqualified investors to trade cryptocurrency assets, but the latter has an annual purchase limit of 300,000 rubles (approximately $3,800). The use of cryptocurrency as a means of payment is still prohibited domestically, while importers and exporters can use it without restrictions in cross-border settlements.

Brian Armstrong posted on the X platform that Deribit has obtained a VARA brokerage license, allowing access to the market and liquidity of Coinbase Exchange. The UAE is embracing modern finance and digital assets.

The cryptocurrency market maker Flowdesk, supported by Coinbase, has obtained a full brokerage license issued by Dubai VARA, allowing it to provide compliant services to local institutional investors.

According to The Block, Nasdaq-listed trading investment platform eToro has agreed to acquire the American online brokerage TradeZero, with a transaction value of up to $231 million. This acquisition is an important step for eToro to expand its presence in the U.S. market and strengthen its services for active traders. ReutersThe announcement of the acquisition was released simultaneously with eToro's financial report for the second quarter of 2026. The report shows that eToro continued to achieve profit growth in the second quarter, with net contribution increasing by 9% year-on-year to $229 million, mainly driven by enhanced stock trading activity.Founded in 2015, TradeZero primarily serves active traders in the U.S. and operates in Canada and other international markets. eToro stated that after acquiring TradeZero, it will further expand its retail customer base in the U.S. and gain a stronger brokerage infrastructure, accelerating the launch of new products in the U.S. market. ReutersIn recent years, eToro has continuously strengthened its layout in digital assets and on-chain finance. The company previously acquired the self-custody crypto wallet service provider Zengo to enhance its digital asset capabilities and explore the integration of traditional finance with the on-chain economy. eToro's acquisition of TradeZero reflects its strategic direction in building a comprehensive financial ecosystem between stock trading, crypto assets, and multi-asset investment platforms. It is reported that the TradeZero transaction is expected to be completed in the first half of 2027.

According to GMGN data, the market value of the Robinhood Chain ecosystem project StonkBrokers (STONKBROKER) briefly surpassed $92 million, currently reported at approximately $91.43 million, with a daily increase of over 18%. StonkBrokers is an NFT + DeFi composite project launched by the Web3 team Clutch Labs, aimed at allowing NFTs to have independent on-chain wallets through ERC-6551 token binding account technology, and creating an on-chain "stock broker" combined with a tokenized stock reward mechanism.The project issues 4,444 pixel-style NFTs, each bound to an independent on-chain account, and can hold tokenized stock assets including Tesla, Amazon, Palantir, AMD, and others. After users activate the NFT, they can receive stock token rewards converted from protocol trading fees. The StonkBrokers ecosystem includes products such as Anvil NFT AMM, Stonk Launcher, and the planned Stonk Exchange, with the token STONKBROKER usable for NFT trading, activation, and future ecosystem governance.Market Reminder: Meme coins and emerging ecosystem tokens are highly volatile, and rapid increases or corrections may occur in a short time. Please pay attention to liquidity and holding risks.

JPMorgan Chase today officially raised its target level for the S&P 500 index at the end of 2026 from 7800 points to 8000 points, primarily due to a robust outlook for corporate earnings, while major tech companies are increasing their AI investments, which is expected to significantly accelerate revenue growth. This target level has about a 3% upside compared to the S&P 500's closing level last Friday.Currently, at least seven brokerage firms expect the S&P 500 to reach 8000 points by the end of 2026. JPMorgan analysts stated that as backlogged orders convert into actual revenue, the cloud computing business is expected to maintain strong growth, which will validate the rationale for AI capital expenditures and further alleviate market concerns about the return on invested capital. According to data from the London Stock Exchange Group, among the 436 S&P 500 constituent companies that have disclosed their Q2 financial reports, 85.1% exceeded analysts' expectations, significantly higher than the long-term average of 68% since 1994. So far this year, driven by optimism related to AI, the S&P 500 index has risen by about 13%.

GMGN data shows that the market capitalization of the Robinhood ecosystem Meme coin StonkBroker briefly surpassed $95 million, reaching a historical high, and has now fallen back to $85.38 million.Meme coin prices are highly volatile, primarily driven by market sentiment and conceptual speculation, lacking clear practical application scenarios. Investors should be aware of the associated risks.

According to market news, Binance has started to open the stock asset transfer feature for US stocks. Some users can transfer US stock assets held by other brokerages into Binance, and they can also transfer US stock assets from their Binance accounts to other brokerages. Currently, this feature is in gray testing and is expected to be fully opened soon.

According to GMGN market data, the market capitalization of the Robinhood chain meme coin STONKBROKER briefly surpassed $63 million this morning, setting a new historical high; it has now fallen back to $59.75 million, with a 24-hour increase of 32% and a 24-hour trading volume of $5.9 million.The Robinhood ecosystem project STONKBROKER recently launched several major updates, including a launchpad responsible for incubating ecosystem projects and the launch of a Broker Box feature that packages stock tokens into a card-drawing mechanism similar to FWA. These updates have garnered attention from KOLs and the community, including Ansem, driving the market capitalization to new highs. ChainCatcher reminds users that the related projects still carry significant uncertainty, with large price fluctuations, and users should invest cautiously.

According to the WSJ, Wintermute's U.S. subsidiary has registered as a broker-dealer, marking the company's official entry into the regulated U.S. financial market. This registration qualifies it to apply to become a designated market maker on securities exchanges such as the New York Stock Exchange and NASDAQ, providing a foundation for its expansion into the traditional financial services sector. The report noted that Wintermute is competing with large market-making institutions such as Jane Street Capital and Citadel Securities.

ChianCatcher news, The Tie co-founder and CEO Joshua Frank announced the official launch of its wholly-owned subsidiary The Tie Capital.The company is a broker registered with the SEC in the United States and a member of FINRA, which will provide investment banking and capital market advisory services for crypto protocols, on-chain businesses, and digital asset service providers. The scope of services includes private financing, buy-side and sell-side mergers and acquisitions, agreement restructuring, token generation events (TGE), token-to-equity conversions, and other special situation transactions. This business is led by Boomer Saraga as Managing Director.The Tie was founded in 2017 and primarily provides services such as market intelligence, data APIs, conferences, enterprise access, and staking infrastructure. This launch aims to further serve institutional clients.