📰 BlockBeats Daily Report 2026-08-13 | 9 articles in total
1. BTC weekly trading volume falls to the lowest level since 2023; DVOL bottoms out. The options market has set a 61k–60k USD negative gamma amplification zone. STRC rebounds to $95.45, just one step away from $100.
2. Morgan Stanley estimates AI compute ROI: model API-layer ROIC at 20%–60%, and cloud platform GPU leasing ROIC at 23%–39%. Discounting open-weight models still benefits Nvidia, Amazon, Google, and Meta.
3. Nebius Q2 revenue reaches $582 million (+454%). AI Cloud ARR is $3 billion. Raises its 2026 contracted power target to 5GW. Morgan Stanley maintains a $144 price target, testing execution amid financing and delivery.
4. CoreWeave Q2 revenue hits $2.575 billion (+112%). Backlog is $129.2 billion, up the price by 25%. Bernstein remains bearish to $74, concerned that supply easing after 2028 will compress the scarcity premium.
5. DeepSeek V4 Pro official release (V4-Pro-0813) goes live, with a 1 million-context window and an input price of 3 yuan per million tokens. It also recruits code agents, targeting Claude Code.
6. NeoCloud is the strongest direction in this round of the US tech-stock rebound. Long-term contracts + power + data centers create a triple leverage effect; some mining-farm companies have pivoted and entered via power resources.
7. Coherent FY26 Q4 revenue is $2.046 billion (+33.8%). The data center and communications segment accounts for 79%. Non-GAAP operating margin rises from 18.0% to 21.8%.
8. Yangtze Memory Q2 NAND shipment share rises to about 14%, entering the top three for the first time (exceeding Kioxia). By revenue, it still ranks fifth.
9. US July CPI year-over-year is 3.4% (prior 3.5%); core CPI is 2.5%. Energy items remain up 14.7% year-over-year, and the Fed is inclined to wait and see.
#BlockBeats #AI
1. BTC weekly trading volume falls to the lowest level since 2023; DVOL bottoms out. The options market has set a 61k–60k USD negative gamma amplification zone. STRC rebounds to $95.45, just one step away from $100.
2. Morgan Stanley estimates AI compute ROI: model API-layer ROIC at 20%–60%, and cloud platform GPU leasing ROIC at 23%–39%. Discounting open-weight models still benefits Nvidia, Amazon, Google, and Meta.
3. Nebius Q2 revenue reaches $582 million (+454%). AI Cloud ARR is $3 billion. Raises its 2026 contracted power target to 5GW. Morgan Stanley maintains a $144 price target, testing execution amid financing and delivery.
4. CoreWeave Q2 revenue hits $2.575 billion (+112%). Backlog is $129.2 billion, up the price by 25%. Bernstein remains bearish to $74, concerned that supply easing after 2028 will compress the scarcity premium.
5. DeepSeek V4 Pro official release (V4-Pro-0813) goes live, with a 1 million-context window and an input price of 3 yuan per million tokens. It also recruits code agents, targeting Claude Code.
6. NeoCloud is the strongest direction in this round of the US tech-stock rebound. Long-term contracts + power + data centers create a triple leverage effect; some mining-farm companies have pivoted and entered via power resources.
7. Coherent FY26 Q4 revenue is $2.046 billion (+33.8%). The data center and communications segment accounts for 79%. Non-GAAP operating margin rises from 18.0% to 21.8%.
8. Yangtze Memory Q2 NAND shipment share rises to about 14%, entering the top three for the first time (exceeding Kioxia). By revenue, it still ranks fifth.
9. US July CPI year-over-year is 3.4% (prior 3.5%); core CPI is 2.5%. Energy items remain up 14.7% year-over-year, and the Fed is inclined to wait and see.
#BlockBeats #AI