concept

Meta CEO Mark Zuckerberg expressed concerns about the plan to establish a national AI regulatory agency during a phone call with U.S. President Donald Trump last month. The proposal, advocated by Google DeepMind scientist Demis Hassabis and supported by some White House officials, aims to create an independent organization similar to FINRA to review and test potential risks before the broader deployment of advanced AI models. White House officials previewed the proposal to Trump and major tech companies, including Meta, in mid-August.Trump spoke with Zuckerberg during the week of August 17. According to senior White House officials familiar with the conversation, Zuckerberg opposed the proposal. Another informed source indicated that Zuckerberg did not ask Trump to change his position but told him that the personnel of the regulatory agency the White House might appoint should reflect Trump's light-touch approach to AI, noting that Trump made the call first. The conversation did not kill the idea, which is still under consideration. A Meta spokesperson declined to comment. A White House spokesperson stated that the Trump administration is committed to balancing innovation and safety in AI policymaking.In an article in August, Zuckerberg expressed skepticism about strict government regulation of new AI models, arguing that any policy that delays the release of models by even a month would pose significant risks to the U.S. leadership position relative to China. The government is considering a FINRA-like regulatory agency or a voluntary industry organization similar to the Motion Picture Association of America. Trump's former AI and crypto czar, David Sachs, opposed government regulatory agencies, calling them "the DMV of AI." Anthropic co-founder Jack Clark expressed support for the FINRA-like idea in a post in July.

Crypto KOL Rune posted that his previously disclosed idea of "acquiring a Nasdaq-listed company and tokenizing equity on the Robinhood Chain" is actually a post generated by Claude, and the related data is all fabricated or exaggerated.Previously, Rune claimed to have acquired a 37.4% stake in a certain Nasdaq-listed company for $1.8 million and planned to pair the tokenized stock with a Meme coin.

Today, South Korean semiconductor concept stocks are under pressure and have retreated, but trading in related asset markets remains active. According to data from the Gate platform, SK Hynix (000660) is currently priced at $1,175.12, with a 24-hour decline of 2.11%; Samsung Electronics (005930) is currently priced at $183.02, with a 24-hour decline of 1.94%.According to CoinGlass data, trading in the SKHYNIX and SAMSUNG contract markets is active, with the open interest of the two underlying contracts increasing by 4.03% and 7.30%, respectively. The trading volume of the contracts increased by 451.63% and 1069.65%, respectively. In Gate's related stock derivatives, the SKHX contract open interest reached $180 million, ranking second in the entire network, with a 24-hour trading volume of $180 million; the SAMSUNG contract open interest reached $8.14 million, ranking second in the entire network, with a 24-hour trading volume of $5.94 million.

According to Gate market data, on August 28, both the Hang Seng Index and the Hang Seng Tech Index rose in the morning session. By the midday close, the Hang Seng Index was up 0.47%, and the Hang Seng Tech Index was up 0.6%.Hong Kong stock telecommunications infrastructure concept stocks led the gains, with Junzhi Group and Huanlian Lianxun rising over 4%, and Zhongji Xuchuang rising over 3%. Domestic property stocks collectively rose, with Xuhui Holdings Group and Sunac China rising more than 5%.

On August 27, U.S. tech and space concept stocks rose slightly after hours, with active trading in Nvidia and SpaceX concept tokens. According to data from the Gate platform, Nvidia (NVDA) is currently priced at $209.95, reaching $219.59 after hours, an increase of 4.59%; SpaceX (SPCX) is currently priced at $139.57, reaching $140.52 after hours, an increase of 0.68%.According to Coinglass data, the open interest for Gate NVDAX contracts is $10.44 million, with a trading volume of $25.18 million, both ranking first among centralized exchanges; the open interest for Gate SPCX contracts is $112 million, ranking second, with a trading volume of $135 million, ranking third.

According to Gate market data, after-hours trading on Wednesday for U.S. stocks saw Nvidia's new quarterly results continue to exceed market expectations, with a forecast of approximately 70% sales growth for the next fiscal year, driving AI concept stocks higher in after-hours trading.The storage sector collectively strengthened, with SK Hynix rising 4.48%, SanDisk up 3.71%, Micron Technology up 3.67%, Seagate Technology up 3.15%, and Western Digital up 3.11%. The Neocloud sector saw widespread gains, with Nebius up 6.27%, CoreWeave up 4.76%, Applied Digital up 3.26%, and both IREN and Core Scientific up 3.16%.Optical communication stocks rose across the board, with Applied Optoelectronics up 4.25%, Marvell Technology up 4.08%, Credo up 3.78%, Coherent up 3.35%, and Astera Labs up 3.34%. Semiconductor stocks also strengthened, with Arm up 4.18%, Marvell Technology and Nvidia both up 4.08%, Lam Research up 2.65%, and KLA up 2.42%.

According to Gate market data, U.S. stock cryptocurrency concept stocks fell broadly, including: MSTR down 3.52%; COIN down 3.23%; CRCL down 3.53%; SBET down 1.44%; BMNR down 0.09%; PURR down 3.92%; ABTC down 8.66%.

According to Gate market data, U.S. stocks opened higher, with the three major indices rising: the Dow Jones up 0.36%, the S&P 500 up 0.35%, and the Nasdaq up 0.65%.The storage concept rebounded, with SanDisk (SNDK.O) rising about 3% and SK Hynix (SKHY.O) also rising about 3%. Alibaba (BABA.N) fell 0.6%, while Jack Ma and Joe Tsai continuously increased their holdings.

According to Gate market data, the Nasdaq 100 index futures continue to rise, currently up about 1%, while the S&P 500 index futures and Dow futures are up about 0.5%. The storage concept rebounded before the market, with SK Hynix, Western Digital, and Micron Technology all rising over 3%, and SanDisk rising over 4%.

In the latest CIO memo, Bitwise Chief Investment Officer Matt Hougan pointed out that cryptocurrency investors currently have three major misconceptions. First, viewing crypto applications solely as native to the crypto scene; as asset tokenization progresses, the market size they serve is expected to leap from about $2 trillion to approximately $500 trillion.Second, prematurely pessimistic about native crypto projects, believing they cannot compete with traditional financial giants. Third, severely underestimating future trading volumes, with actual scales potentially underestimated by 10 to 100 times. Hougan emphasized that tokenization and the expansion of on-chain activities will reshape the market landscape, and investors need to reassess the long-term potential and competitive position of crypto applications.

According to Gate market data, U.S. stocks closed on Thursday with the Dow Jones up 0.13%, the S&P 500 index up 0.65%, and the Nasdaq up 0.8%. Micron Technology rose 4%, SanDisk rose 13.6%, and SK Hynix rose 7%.The Nasdaq China Golden Dragon Index fell 1.85%, Alibaba fell 2%, and JD.com fell 7%.

According to Gate data, U.S. stock markets opened with the Dow Jones down 0.07%, the S&P 500 down 0.02%, and the Nasdaq down 0.06%. The VIX fear index rose by 3.56%. AI concept stocks saw a general increase, with Advanced Micro Devices up 5.81%, Marvell up 4.22%, Twilio up 3.23%, CoreWeave up 2.75%, and ASML up 2.61%.

According to Gate market data, U.S. stocks opened with the Dow Jones up 0.11%, the S&P 500 index up 0.32%, the Nasdaq up 0.78%, and the VIX fear index up 0.92%. AI concept stocks rose broadly, with Atlassian up 32.55%, Twilio up 20.22%, CoreWeave up 4.89%, SoundHound AI up 4.38%, and Arm up 3.95%.

Gilad Shainer, Senior Vice President of NVIDIA, announced at a recent technology forum that CPO has entered the mass production stage. The switches co-developed with the supply chain have begun delivery to closely collaborating customers and are being deployed in-house. It is expected that starting this year, switches equipped with CPO technology will be widely adopted in AI factories around the world.Shainer pointed out that the biggest opportunity in the future optical communication market lies in vertical scaling, which will require bandwidth efficiency more than ten times that of horizontal scaling. Previously, Shainer was responsible for R&D at Mellanox, and after the company was acquired by NVIDIA, he led the AI platform network transmission department and co-developed the COUPE silicon photonics packaging platform with TSMC. This announcement helps to dispel market concerns about the upgrade of optical communication specifications and boosts the operational outlook for related manufacturers.It is reported that NVIDIA has already implemented CPO on Spectrum-X, aiming to align with the upcoming large-scale deployment of the Vera Rubin AI platform (which has a computing speed at least three times faster than GB300). Trendforce estimates that the CPO/NPO market size will exceed $39 billion by 2030, with significant acceleration in growth momentum from 2028 to 2029 as optical interconnects are introduced with Scale-up.