📰 Top Headlines
• Crypto hardware wallet maker NGRAVE issued a security warning, saying it is facing an advanced cyber threat. The team urged users to beware of phishing messages impersonating official channels, and reminded them that the company will never ask for their recovery phrase or private keys. Recovery information should only be entered on the device screen.
• Seagate reported its latest quarterly results, with revenue up about 61% year over year to $4.23 billion. Gross margin and free cash flow both hit record highs, and its guidance for next quarter also topped expectations. However, its shares still fell more than 8% at one point in after-hours trading.
📊 Market Data
• South Korea’s KOSPI index rose more than 3% to 5,839.57. Samsung Electronics gained over 5% and SK Hynix rose more than 4%, as gains in semiconductor leaders lifted South Korean stocks.
• U.S. stocks closed higher across cloud services, optical communications, storage, and semiconductors. NBIS gained more than 11%, as strong demand for computing hardware continued.
🤖 AI Highlights
• Research institute PSI used GPT and Claude to solve a quantum challenge, announcing five research findings at once and further demonstrating the role of large language models in cutting-edge research.
• Cloudflare was reported to have a failure in AI user isolation: its AI continued responding despite insufficient GPU cache, resulting in 155 replies exposing content from other customers. The incident has drawn attention to isolation mechanisms in cloud-based AI services.
• Crypto hardware wallet maker NGRAVE issued a security warning, saying it is facing an advanced cyber threat. The team urged users to beware of phishing messages impersonating official channels, and reminded them that the company will never ask for their recovery phrase or private keys. Recovery information should only be entered on the device screen.
• Seagate reported its latest quarterly results, with revenue up about 61% year over year to $4.23 billion. Gross margin and free cash flow both hit record highs, and its guidance for next quarter also topped expectations. However, its shares still fell more than 8% at one point in after-hours trading.
📊 Market Data
• South Korea’s KOSPI index rose more than 3% to 5,839.57. Samsung Electronics gained over 5% and SK Hynix rose more than 4%, as gains in semiconductor leaders lifted South Korean stocks.
• U.S. stocks closed higher across cloud services, optical communications, storage, and semiconductors. NBIS gained more than 11%, as strong demand for computing hardware continued.
🤖 AI Highlights
• Research institute PSI used GPT and Claude to solve a quantum challenge, announcing five research findings at once and further demonstrating the role of large language models in cutting-edge research.
• Cloudflare was reported to have a failure in AI user isolation: its AI continued responding despite insufficient GPU cache, resulting in 155 replies exposing content from other customers. The incident has drawn attention to isolation mechanisms in cloud-based AI services.