Blockonomi

TLDR
Pony AI stock edges higher as Zagreb begins fully driverless Robotaxi tests.
Driverless passenger rides cover a 22-kilometer route linking Zagreb Airport.
Pony.ai and Verne plan to expand fully driverless routes across Zagreb soon.
Verne’s Robotaxi fleet has logged over 200,000 kilometers since April launch.
Pony.ai targets more than 3,500 Robotaxis across over 20 cities by end-2026.
Pony AI (PONY) stock edged higher Thursday after the company started fully driverless passenger tests in Zagreb. PONY traded at $6.76, up 0.03% in pre-market trading after Wednesday’s 5.85% decline. The Zagreb program strengthens Pony.ai’s European expansion as the company prepares for broader commercial Robotaxi deployment.
Pony AI Inc. American Depositary Shares, PONY
Pony AI Stock Gains as Zagreb Test Expands European Operations
Pony.ai and Verne have started driverless Robotaxi passenger rides on public roads across Zagreb. The companies operate the tests along a 22-kilometer route connecting key business areas with Zagreb Airport. Moreover, they plan to expand the routes across the wider operating area during coming months.
The latest development follows more than five months of commercial Robotaxi operations in the Croatian capital. Verne has already recorded more than 200,000 kilometers and completed several thousand customer journeys. Meanwhile, passengers have given the service an average rating of 4.7 out of five.
The transition removes the onboard autonomous vehicle operator used during the earlier phase. As a result, Pony.ai can test fully driverless operations under real passenger conditions in Europe. The company also gains another deployment case outside its established autonomous driving operations in China.
Pony.ai and Verne Advance Commercial Robotaxi Strategy
Pony.ai announced its European deployment partnership with Verne and Uber earlier this year. Under the arrangement, Pony.ai supplies autonomous driving systems while Verne manages daily service operations. Uber connects customers to the Robotaxi service through its existing mobility platform.
The partnership gives each company a defined role as the Zagreb operation expands. Verne manages local requirements and fleet operations, while Pony.ai provides its seventh-generation Robotaxi technology. Therefore, the model allows Pony.ai to enter overseas markets without handling every operational function directly.
Pony.ai uses a seventh-generation Robotaxi equipped with its L4 domain controller and NVIDIA DRIVE AGX hardware. The vehicle also uses 360-degree sensors, system redundancy, and fail-operational functions for driverless operation. Pony.ai previously tested this architecture across dense urban traffic and difficult weather conditions in China.
Pony AI Targets Wider Global Robotaxi Expansion
Pony.ai currently runs fully driverless commercial services across four major Chinese cities. Its autonomous vehicles have completed more than 100 million kilometers across global operations. Furthermore, fully driverless vehicles account for more than 40 million kilometers of that total.
The company plans to use similar experience as it expands across Europe and other international markets. Its overseas pipeline now includes planned deployments of more than 4,000 Robotaxis through various partnerships. That total includes plans with Uber covering more than 2,000 vehicles across European markets.
Pony.ai aims to operate more than 3,500 Robotaxis globally by the end of 2026. The company also expects its Robotaxi operations to reach more than 20 cities worldwide. Consequently, Zagreb gives Pony.ai another operating base as it expands its international driverless transportation network.

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Key Takeaways
Adobe is scheduled to release Q3 fiscal results Thursday following market close, with Wall Street projecting $6.08 earnings per share and $6.69 billion in revenue
Shares have declined 27% year-to-date and have dropped following 15 of the last 20 quarterly reports
Persistent worries about artificial intelligence competition continue pressuring the stock despite robust financial performance
The company recently named Anil Chakravarthy as its next CEO, set to replace Shantanu Narayen in December; shares tumbled 6.7% following the announcement
The company’s AI-driven annual recurring revenue has grown threefold year over year, surpassing $500 million according to last quarter’s earnings call
Adobe approaches Thursday’s earnings announcement under significant pressure. Shares have tumbled 27% during 2026, and the market has consistently failed to reward strong results from the software giant.
Wall Street consensus, compiled by FactSet, calls for adjusted earnings of $6.08 per share alongside revenue totaling $6.69 billion for the company’s fiscal third quarter. This represents growth from the year-ago period when Adobe delivered $5.31 per share on $5.99 billion in sales.
The projected revenue figure indicates 11.8% year-over-year expansion, an acceleration from the 10.7% growth rate recorded in the comparable quarter of the previous year.
Last quarter, Adobe surpassed revenue forecasts by reporting $6.62 billion, marking 12.7% annual growth. The company also delivered better-than-expected billings figures and issued upbeat EPS guidance for the following period.
Yet that performance record hasn’t translated to stock gains. Dow Jones Market Data shows Adobe shares have declined after 15 of its most recent 20 earnings announcements. Simply exceeding estimates hasn’t been sufficient to lift the stock.
Artificial Intelligence Competition Weighs on Sentiment
Investor anxiety centers on whether Adobe can maintain its competitive position as artificial intelligence capabilities advance and new rivals emerge in the creative software market.
The company has responded by integrating AI features across its product portfolio. During June’s earnings conference call, management disclosed that AI-focused annual recurring revenue had tripled compared to the prior year and exceeded $500 million.
TD Cowen’s Derrick Wood, who maintains a Hold rating and $245 price target on the shares, noted this week that Adobe’s artificial intelligence initiatives “generally prioritize adoption over monetization in the medium term.” This approach may constrain immediate revenue growth while positioning the company for stronger performance down the road.
Wall Street analysts have largely maintained their forecasts over the past month, indicating limited expectation for major surprises when results are unveiled.
As the first company in its sector to report earnings this cycle, Adobe won’t have peer comparison data available. Vertical software stocks have averaged a 1.5% decline over the past 30 days, while Adobe has underperformed with approximately 6.1% losses during that timeframe.
Leadership Change Introduces Additional Uncertainty
Adobe disclosed last week that Anil Chakravarthy will assume the CEO role in December. Chakravarthy currently oversees the company’s Customer Experience Orchestration division and global field operations.
He will take over from Shantanu Narayen, who has led Adobe for 18 years. The company initially announced Narayen’s planned departure in March.
Shares fell 6.7% on September 4 when the CEO selection was revealed. Piper Sandler’s Billy Fitzsimmons observed that the extended search timeline had led investors to anticipate an external candidate would be chosen.
Market participants will pay close attention to whether Chakravarthy participates in Thursday’s earnings call and provides any preliminary indication of his strategic priorities.
The company will release results after Thursday’s closing bell.
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Key Highlights
Natural gas prices in Europe reached a near four-year peak on Wednesday
Ongoing conflict involving Iran has eliminated approximately 20% of worldwide LNG capacity
European gas inventories stand at 67% capacity—the lowest pre-winter level since 2009 compared to the 84% five-year norm
U.S.-based LNG export companies including Cheniere Energy, Venture Global, and NextDecade stand to gain significantly
Shares of Venture Global have surged 115% year-to-date, with Equinor climbing 83%
Natural gas markets in Europe experienced a dramatic rally this week, with prices climbing to levels not seen in almost four years as supply constraints linked to the Iran conflict coincide with alarmingly low storage reserves.
The widely-tracked Dutch TTF futures contract momentarily breached the 80 euros per megawatt-hour threshold before settling around 79.21 euros during early Wednesday sessions. This marks the most elevated pricing since the closing months of 2022.
Dutch TTF Natural Gas Calendar (TTF=F)
Driving Forces Behind the Rally
Military operations involving Iran have eliminated approximately one-fifth of the world’s liquefied natural gas output at a particularly challenging moment for European energy security. The region is approaching the critical winter heating period with storage facilities filled to merely 67% of total capacity. Historical data from Wood Mackenzie indicates the typical five-year average for this calendar point sits at 84%.
This significant shortfall is creating anxiety among market participants. Should winter temperatures prove particularly harsh, analysts anticipate prices could escalate further.
An expanding price differential between European and Asian LNG spot markets is compounding the situation. As Asian valuations increase, a greater volume of LNG shipments are redirected eastward, forcing European buyers into more aggressive competition for available supplies.
Across the continent, natural gas serves as the primary fuel source for residential heating systems and power generation facilities, amplifying the consequences for households and policymakers.
Companies Capitalizing on the Surge
U.S. companies specializing in LNG exports are positioned as primary beneficiaries of elevated European market prices. Venture Global, which operates liquefaction facilities along Louisiana’s coast, maintains the highest exposure to spot pricing mechanisms among comparable firms. The company’s shares have appreciated 115% since January.
Cheniere Energy, commanding the position as America’s top LNG exporter, has similarly prospered with a 39% gain year-to-date. NextDecade represents another entity profiting from current market dynamics.
Norway’s Equinor, functioning as Europe’s predominant natural gas producer, has witnessed an 83% stock appreciation this year.
Shell also stands to benefit from the situation. The integrated energy giant procures LNG under fixed-price agreements and markets it in regions with peak demand. Its shares currently trade at a multiple of 10 times projected 2027 earnings, representing a discount compared to competitors such as Exxon Mobil at 15 times.
Certain market participants are monitoring American gas production companies including EQT, Range Resources, Antero Resources, Comstock Resources, and Expand Energy. These domestic producers have underperformed due to surplus conditions in the U.S. market, though they could ultimately benefit should increased export activity support domestic pricing.
American LNG shipments presently represent approximately 20% of aggregate production. Industry projections suggest this proportion will nearly double throughout the 2025-2030 timeframe, potentially creating tighter supply conditions domestically.
Portfolio manager Leigh Goehring of Goehring and Rozencwajg Associates indicated last month he maintains an optimistic outlook on U.S. producers as this structural transformation unfolds.
At present, LNG export specialists and European production companies with direct spot market exposure remain the most obvious beneficiaries of current pricing dynamics.
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TLDR:
FIU-IND issued PMLA compliance notices to 15 offshore crypto exchanges on September 9, 2026.
Named platforms include Weex, Blofin, Bitunix, Pionex, WhiteBIT, DigiFinex, Toobit, and XT.com.
Regulators also sought takedowns of the named platforms’ apps and websites accessible in India.
The action follows 2023 precedent, when FIU-IND issued similar notices to Binance and KuCoin.
India crypto crackdown efforts intensified on September 9, 2026, after the Financial Intelligence Unit-India issued compliance notices.
The notices went to 15 offshore platforms over non-compliance with the Prevention of Money Laundering Act, or PMLA. Platforms named include Weex, Blofin, Bitunix, Pionex, and WhiteBIT.
FIU-IND also sought takedowns of the platforms’ apps and websites accessible to Indian users. The move marks a new phase in offshore exchange oversight for Indian crypto traders.
Why FIU-IND Targeted These Platforms
FIU-IND operates under India’s Ministry of Finance and analyzes intelligence tied to suspicious financial transactions.
Certain crypto businesses must register as Reporting Entities under this framework. Registration brings obligations around record-keeping, due diligence, and reporting to authorities.
The September 9 notices covered 15 virtual digital asset service providers in total. Beyond Weex, Blofin, Bitunix, Pionex, and WhiteBIT, the list included Rezorex, DigiFinex, Toobit, and XT.com.
Latoken, WOO X, ChangeNow, SimpleSwap, Guardarian, and FixedFloat also received notices. Each platform now faces scrutiny over continued access to Indian users.
Crypto commentator Crypto Patel summarized the development on social media shortly after the announcement. The post noted that FIU-IND issued notices over PMLA and AML requirements, and sought app and website takedowns. For offshore traders, the post said exchange risk had entered a new phase.
INDIA CRACKS DOWN ON 15 CRYPTO EXCHANGES
FIU-IND has issued compliance notices to 15 offshore crypto platforms over PMLA and AML requirements, seeking app & website takedowns. For Indian crypto traders, offshore exchange risk just entered a new phase. https://t.co/csIQjjtFq2
— Crypto Patel (@CryptoPatel) September 10, 2026
India brought specified virtual digital asset activities under its anti-money laundering framework back in March 2023. This means qualifying offshore platforms serving Indian users can fall under domestic AML rules.
Physical headquarters location alone does not remove that obligation. The activity itself determines whether coverage applies.
Understanding AML, KYC and Reporting Entity Rules
Anti-Money Laundering compliance aims to stop criminals from moving illicit funds through financial platforms. For exchanges, this can include identity verification, transaction monitoring, and suspicious activity reporting.
Sanctions screening and record maintenance also fall within standard AML practice. Enhanced due diligence typically applies to higher-risk customer profiles.
Know Your Customer procedures form one part of the broader AML structure. Traders who submitted identification documents when opening an exchange account have completed KYC. Some platforms request additional details about a customer’s source of funds.
A Reporting Entity is a business covered by PMLA with specific compliance duties. These duties include maintaining records, conducting due diligence, and reporting information to FIU-IND.
Covered activities include exchanging virtual assets for fiat currency and transferring virtual assets. Custody and administration services also fall within the framework.
India’s approach treats these as activity-based obligations rather than location-based ones. A platform serving Indian users can face compliance requirements regardless of incorporation country. Regulators increasingly focus on where services reach users, not just company location.
What This Means for Indian Crypto Investors
The FIU-IND action does not amount to a ban on Bitcoin, Ethereum, or other digital assets. India’s approach continues bringing service providers into compliance frameworks while warning investors about general risks.
Crypto trading itself remains legal for Indian residents. Enforcement here targets platform compliance rather than asset ownership.
Traders should weigh a platform’s regulatory standing alongside fees and available coins. Checking FIU status, KYC procedures, and withdrawal risk can reduce exposure to sudden access changes. Maintaining transaction records also helps establish fund history if required.
This action follows earlier precedent involving Binance and KuCoin in 2023. Both platforms received FIU-IND notices before facing penalties and moving toward compliance. That history suggests today’s notices are not an isolated event.
Platforms may now choose between meeting India’s compliance requirements or restricting access to Indian users.
This could reshape which offshore exchanges remain accessible over time. Regulatory standing is becoming as relevant as trading features when selecting an exchange.
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TLDR
Uber stock rises 0.53% after Spain approves its first Level 4 vehicle permit.
WeRide, Uber and AVOMO plan a 20-vehicle autonomous rollout across Madrid city.
Commercial autonomous ride-hailing in Spain is targeted before the end of 2026.
Madrid becomes Uber and WeRide’s first planned autonomous vehicle market in Europe.
Spain’s permit strengthens WeRide’s path toward wider autonomous expansion in Europe.
Uber (UBER) stock moved higher in pre-market trading after Spain approved a major autonomous driving milestone involving WeRide and AVOMO. UBER shares rose 0.53% to $71.48, recovering modestly from the previous session’s decline. The permit advances plans to launch Spain’s first commercial autonomous passenger service in Madrid.
Uber Technologies, Inc., UBER
Uber Stock Gains as Spain Approves Level 4 Operations
Spain’s Directorate General of Traffic granted the country’s first national permit for Level 4 autonomous passenger vehicles. The approval covers WeRide, Uber, and AVOMO under Spain’s DGT ES-AV framework. The permit allows the three companies to begin preparing autonomous vehicles for public-road operations.
The partners will start mapping, route validation, and operational readiness testing across high-demand areas in Greater Madrid. They plan to deploy 20 vehicles using WeRide’s latest autonomous driving technology. An in-car vehicle specialist will supervise each vehicle during the initial deployment phase.
The partners expect commercial operations to begin before the end of 2026 after completing regulatory requirements. Madrid will become the first European market for the planned Uber and WeRide autonomous service. The project also marks Uber and WeRide’s first planned autonomous vehicle deployment in Europe.
WeRide Partnership Expands Uber’s Autonomous Network
The Madrid project extends the Uber and WeRide partnership into the fourth city covered by their global agreement. The partnership targets 15 cities, with another 11 locations planned through 2030. Both companies plan to deploy tens of thousands of autonomous vehicles on public roads worldwide.
WeRide will provide its autonomous driving technology, while Uber will connect the vehicles with its mobility platform. AVOMO will manage fleet operations and support deployment activities across the Madrid region. This structure combines autonomous technology, ride-hailing access, and specialized fleet management.
Spain also gives the partnership access to one of Europe’s largest urban mobility markets. Madrid supports heavy commuting activity and already operates a mature ride-hailing network. Those conditions give the companies an established market for developing commercial autonomous passenger services.
Madrid Permit Supports Wider European Expansion
The permit gives WeRide its first national approval for its GXR autonomous vehicle within the European Union. WeRide now holds nine autonomous driving permits across several markets worldwide. The Spanish authorization may also provide a regulatory reference for future European certification efforts.
Spain operates its autonomous mobility program through the national DGT ES-AV regulatory framework. The system provides a structured process for testing autonomous vehicles on public roads. Uber and WeRide can now prepare their Madrid operations under that national regulatory process.
The development strengthens Uber’s autonomous mobility expansion beyond its traditional driver-based ride-hailing business. Autonomous fleets could eventually increase vehicle availability and support larger mobility networks across major cities. For now, Spain’s permit gives Uber a concrete regulatory step toward its first European autonomous service.

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TLDR
Palantir and Fujitsu deepen their strategic partnership across Japan and overseas.
Fujitsu signs a new agreement covering Palantir AIP and Foundry platforms in Japan.
A Japanese manufacturer saved over $10 million using Palantir technology in one year.
Fujitsu expands Forward Deployed Engineering capabilities for global customers.
PLTR traded at $168.84, down 0.41% in pre-market trading after closing at $169.53.
Palantir stock traded at $168.84 on Thursday after the company expanded its long-running strategic partnership with Fujitsu. PLTR slipped 0.41% in pre-market trading after closing the previous session at $169.53. Meanwhile, the renewed agreement strengthens Palantir’s commercial reach across Japan and other international markets.
Palantir Technologies Inc., PLTR
Fujitsu Expands Palantir AIP and Foundry Partnership
Fujitsu signed a new agreement with Palantir Technologies Japan covering Palantir AIP and the company’s Foundry platform. Under the expanded partnership, Fujitsu will also operate as a Global Forward Deployed Engineering partner. Therefore, the Japanese technology group will increase its role in implementing Palantir software for enterprise customers.
The companies will focus on businesses seeking greater control over corporate data, operating systems, and deployment environments. Palantir’s software connects company information with workflows, access controls, auditing systems, and operational applications. Fujitsu will combine those capabilities with its industry knowledge and technology services across several sectors.
The partnership also targets companies seeking customized applications within controlled and production-ready technology environments. Fujitsu will contribute its Takane language model, Uvance services, industry expertise, and trained engineering professionals. Consequently, customers can combine Palantir software with Fujitsu’s existing systems and operational knowledge.
Palantir Platform Delivers Savings for Japanese Manufacturer
The companies already demonstrated their partnership through a supply chain project for a major Japanese manufacturer. Fujitsu used Palantir technology to connect information from more than 3,000 suppliers and 18 manufacturing facilities. The project also linked previously separated corporate systems without interrupting the customer’s daily operations.
The manufacturer recorded more than $10 million in cost savings within one year after deploying the solution. Moreover, operational productivity doubled as teams gained faster access to connected information across the supply chain. The system also improved responses to disruptions and supported quicker operational decisions across the business.
That project provides Fujitsu with a working example as it expands Palantir deployments across additional customers. It also shows how Palantir can support large organizations managing complex supply chains and disconnected data systems. Therefore, the partnership could strengthen Palantir’s position among Japanese companies pursuing broader digital transformation projects.
Fujitsu Builds Global Forward Deployed Engineering Capacity
Fujitsu plans significant investment in Forward Deployed Engineering capabilities for customers inside Japan and international markets. These engineers work directly with customers to build applications around specific operational needs and existing business systems. Fujitsu has developed its engineering framework through its partnership with Palantir since their collaboration started in 2020.
The expanded program will combine Palantir’s software with Fujitsu’s technical workforce and experience across several major industries. Fujitsu will also use its Uvance business platform to connect company data with frontline operations. As a result, the companies plan to support deployments that move beyond basic software installation.
Palantir and Fujitsu will continue working jointly on customer projects in Japan and other global markets. Fujitsu will provide industry services and engineering support for organizations adopting Palantir Foundry and AIP. The renewed partnership gives Palantir another channel for expanding enterprise deployments through Fujitsu’s established customer network.

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TLDR:
Akita is LayerZero’s first production-ready, lattice-based post-quantum commitment scheme for ZK proving.
Proofs shrink to 65-80kb with Akita, a two-to-eight-times cut versus hash-based post-quantum schemes.
Jolt gains two-to-three-times faster proving and roughly half the memory usage with Akita.
Akita uses NIST-standard lattice cryptography, an early step toward a quantum-secure Zero stack.
LayerZero has introduced Akita, a lattice-based polynomial commitment scheme built for post-quantum security. The protocol, announced September 9, 2026, is described as the first production-ready primitive of its kind for zero-knowledge proving systems.
Akita will first appear inside Jolt, the zero-knowledge virtual machine developed with a16z crypto that powers the Zero blockchain.
LayerZero says the addition delivers quantum resistance alongside proof sizes far smaller than existing post-quantum alternatives, marking an early step toward a fully quantum-secure Zero stack.
What Akita Adds to Zero-Knowledge Proving
Akita is a polynomial commitment scheme, a core component inside zero-knowledge proving systems. It commits to and proves the correctness of a computation trace.
Replacing this component with a quantum-secure version protects the entire proving stack. The rest of the stack already carries information-theoretic security, according to LayerZero.
Introducing Akita, the first production-ready, lattice-based polynomial commitment scheme for post-quantum security.
It’s the first major step in making Zero quantum-secure, and will be implemented in Jolt on day one, thanks to our partnership with @a16zcrypto.
Read the full…
— LayerZero (@LayerZero_Core) September 9, 2026
Akita’s design is lattice-based, using the same mathematical class that NIST selected for post-quantum encryption and signatures.
That standard is currently being rolled out to protect encrypted internet traffic. LayerZero positions Akita as an extension of that broader shift toward lattice-based cryptography.
The scheme’s performance differs from existing post-quantum proving methods. Hash-based schemes typically produce proofs of 200kb or larger, LayerZero noted. Akita instead produces proofs between 65kb and 80kb, a reduction of two to eight times depending on the application.
Proving speed and memory use also improve under Akita. LayerZero states that proving with Akita runs two to three times faster than Jolt’s current performance.
Memory usage drops by roughly half, and Akita needs only sub-linear memory beyond storing the polynomial itself.
Jolt Deployment Signals Early Post-Quantum Progress
LayerZero pointed to two established paths toward post-quantum proving: hash-based schemes and lattice-based schemes. Hash-based methods have received considerable development over recent years.
Lattice-based assumptions, however, offer additional advantages, according to the company. These include smaller proof sizes and stronger performance on sparse workloads.
Akita is presented as the first commitment scheme bringing lattice-based security to a production-ready zero-knowledge proving system.
LayerZero also said lattice-based methods integrate more easily with the broader post-quantum internet. In its announcement post, the company described Akita as a major step toward making Zero quantum-secure. LayerZero added that Akita will be built into Jolt from day one, through its partnership with a16z crypto.
Jolt, the zero-knowledge virtual machine built with a16z crypto, will host Akita’s first major deployment. The integration lets Jolt combine post-quantum security with a smaller proof size and a faster prover.
LayerZero describes the result as the fastest production-grade zkVM currently offering quantum resistance. The company frames the update as one of several steps planned before Zero reaches mainnet.
LayerZero called Akita an early step toward a fully quantum-secure Zero stack, with further work expected. The company said additional post-quantum upgrades will continue as development moves toward mainnet and beyond.
Akita remains open source, and LayerZero noted that any proof system can adopt the scheme. The full technical paper and implementation are available on GitHub for further review.
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TLDR
IBM stock rises after the company expands its quantum operations in Switzerland.
ETH Zurich will give Swiss firms and researchers access to IBM quantum technology.
IBM plans Quantum System Two deployment at Switzerland’s supercomputing center.
Lockheed Martin and IBM will study quantum sensing and advanced metal manufacturing.
The Swiss hub expands IBM’s long-term research partnership with ETH Zurich.
IBM (IBM) stock entered Thursday after a strong previous session as the company expanded its quantum computing presence in Switzerland. Shares closed 3.38% higher at $239.94 before slipping 0.44% to $238.91 during pre-market trading. Meanwhile, IBM and Lockheed Martin launched a new quantum innovation hub with ETH Zurich.
International Business Machines Corporation, IBM
IBM Stock Gains Support From Switzerland Quantum Expansion
IBM will operate a Quantum System Two planned for deployment at the Swiss National Supercomputing Center in Lugano. The system will use IBM Quantum Nighthawk, which represents the company’s most advanced quantum processor. ETH Zurich will provide research expertise and access for businesses, academic institutions, and technology startups.
The project places advanced quantum computing infrastructure directly within Switzerland’s growing research and technology ecosystem. Furthermore, participating organizations can use IBM’s existing cloud-based quantum computing resources before the dedicated system arrives. IBM expects deployment of the dedicated Quantum System Two before the end of 2026.
The infrastructure will support research across chemistry, materials science, financial services, optimization, and other technical fields. IBM also expects researchers to develop new algorithms and practical industrial applications using the new computing platform. Consequently, the project expands IBM’s role within Switzerland’s scientific and commercial technology network.
IBM and Lockheed Martin Expand Advanced Research Partnership
IBM and Lockheed Martin will also pursue two development projects under their broader technology partnership. One project will examine quantum sensing technology for navigation systems and related applications. Another project will focus on improving additive manufacturing methods for metallic alloys.
The companies already cooperate across technologies linked to aerospace, defense, artificial intelligence, and advanced manufacturing. The Swiss initiative extends an existing partnership rather than creating an entirely new relationship. Lockheed Martin will contribute experience in quantum sensing and manufacturing alongside IBM’s computing capabilities.
The project operates through an offset agreement with armasuisse, Switzerland’s Federal Office for Defence Procurement. The agreement connects government procurement with research infrastructure and technology development inside Switzerland. The structure also strengthens links between defense research, commercial industry, universities, and emerging technology companies.
ETH Zurich Partnership Builds on IBM’s Swiss Research History
IBM has maintained research operations in Switzerland for decades through its established Zurich laboratory. The company has also worked with ETH Zurich on computing research and other scientific programs. Earlier in 2026, both organizations launched a separate ten-year program focused on advanced algorithm development.
The latest initiative extends that relationship by adding dedicated quantum hardware and education resources. ETH Zurich will coordinate access for Swiss organizations while supporting research, skills development, and technical training. Participants can also use IBM Quantum Network resources, learning programs, certifications, workshops, and research tools.
The hub will support conferences, partner forums, educational activities, and hackathons across the Swiss technology ecosystem. Therefore, IBM gains another European base for expanding practical quantum computing research and workforce development. The project also strengthens the company’s long-term innovation position after IBM stock posted a strong previous-session advance.

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Key Highlights
The drone manufacturer delivered fiscal Q1 2027 EPS of $0.59, significantly exceeding the consensus estimate of $0.22
Quarterly revenue reached $480.5 million, surpassing the $452 million forecast and representing 5.7% year-over-year growth
Order backlog expanded to $1.5 billion from $1.2 billion at April’s close
Company maintains FY2027 revenue outlook at $2.18 billion for the full year
Shares climbed 2.9% to $144.91 in extended trading following a 5.4% decline during the regular session
Shares of AeroVironment advanced 2.9% during after-hours trading Tuesday, reaching $144.91, as the unmanned aircraft systems manufacturer unveiled quarterly results that handily surpassed Wall Street’s projections.
For the first quarter of fiscal 2027, the defense contractor reported earnings of $0.59 per share against revenue of $480.5 million. The consensus forecast had called for earnings of only $0.22 per share alongside $452 million in revenue. In the comparable period last year, the company posted $0.32 per share in earnings on $455 million in sales.
The company’s adjusted EBITDA reached $53.4 million, representing a 36.6% beat compared to analyst expectations of $39.1 million. Operating margin showed notable improvement at -2.3%, a substantial recovery from the -15.2% reported in the prior-year quarter.
While free cash flow remained negative at -$35.95 million, this marked significant progress compared to the -$146.5 million recorded during the same quarter last year.
AEROVIRONMENT $AVAV Q1’27 EARNINGS HIGHLIGHTS
Revenue: $480.5M (Est. $456M) ; +6% YoY
Adj. EPS: $0.59 (Est. $0.25) ; +84% YoY
Oper Income: -$10.9M (Est. -$31M) ; improved from -$69.3M YoY
Funded Backlog: $1.5B; +37% YoY
Affirms FY27 Guide:
Revenue:… pic.twitter.com/3eY0l7bass
— Wall St Engine (@wallstengine) September 9, 2026
The company’s backlog expanded to $1.5 billion, increasing from $1.2 billion at the conclusion of April. This metric serves as a valuable indicator of sustained customer demand for the company’s unmanned aircraft systems and related products.
Company leadership maintained their full-year fiscal 2027 revenue projection of $2.18 billion at the midpoint, alongside adjusted EPS guidance of $3.18. The EBITDA outlook of $315 million came in marginally below the Street’s $318.2 million expectation.
Shares had faced significant headwinds entering this earnings release. AVAV had declined approximately 40% year to date and experienced a similar drop since the outbreak of the Iran War, making this quarterly report particularly crucial for investor confidence.
Understanding the Stock’s Recent Weakness
The broader defense sector has experienced selling pressure since the conflict commenced, with market participants expressing concern that political divisions in Congress following midterm elections might result in budget impasses.
Beyond sector-wide challenges, AeroVironment confronted company-specific obstacles. This past March, federal authorities terminated an approximately $1 billion contract for the manufacturer’s BADGER phased-array antenna systems, citing the Space Force’s determination that commercially available alternatives would prove more cost-effective.
The contract cancellation substantially impacted share performance. The stock’s valuation multiple contracted from approximately 90 times forward earnings in early 2026 to roughly 39 times currently. Despite this compression, analysts project earnings growth of nearly 39% annually over the coming years.
Top-Line Growth Continues to Impress
Over the past five-year period, AeroVironment has expanded revenue at a 37.4% compound annual growth rate. This expansion has gained momentum recently, with annualized revenue growth reaching 63% over the past two years.
The products segment, encompassing aircraft, missile systems, and satellite technologies, has delivered average year-over-year growth of 65.4% across the last two years. The services division, which includes maintenance, training, and consulting offerings, demonstrated even more impressive growth of 195% on average during the same timeframe.
Going forward, Wall Street analysts project revenue expansion of 13.9% over the next twelve months. While this represents a deceleration from recent performance levels, it nonetheless indicates expectations for sustained business momentum.
AVAV shares historically demonstrate significant volatility following earnings announcements. The stock rallied approximately 19% after releasing Q4 fiscal 2026 results in June, while experiencing a 6% decline following the Q3 report in March.
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TLDR
Shares of Cloudflare experienced a remarkable 10%+ surge on September 9, fueled by Meta’s introduction of the Muse AI agent
The Muse platform is projected to substantially boost agentic web traffic, creating significant opportunities for Cloudflare’s edge network
On September 3, Cloudflare unveiled an AI-enhanced security solution powered by OpenAI’s GPT-5.6 Cyber model
Second quarter revenue reached $696.1 million, representing 35.9% growth compared to the prior year, while adjusted EPS of $0.29 exceeded expectations
The company increased its full-year financial outlook based on robust quarterly performance
Cloudflare (NET) shares experienced a powerful rally on September 9, climbing more than 10% to reach $314.18. Market participants viewed the company as a primary beneficiary following Meta Platforms’ introduction of its Muse personalized AI agent.
On September 8, Meta CEO Mark Zuckerberg unveiled Muse, an AI agent engineered to handle routine consumer tasks securely within an isolated Linux environment featuring dedicated browser access, CPU allocation, memory resources, and storage capacity.
With Meta’s ecosystem reaching 3.6 billion daily active users, even modest adoption rates for Muse could generate substantial increases in web traffic. Cloudflare’s infrastructure is strategically positioned to capture this expanding demand.
The company maintains distributed edge infrastructure that handles routing, security, and optimization for web traffic globally. An uptick in agentic activity translates directly into heightened demand for Cloudflare’s core services.
The partnership between these tech giants has precedent. In 2025, Meta integrated its Llama open-source model with Cloudflare’s Workers AI platform to enable localized AI inference capabilities.
During the previous quarter’s earnings call, Cloudflare CEO Matthew Prince revealed a significant milestone: non-human, agentic traffic accounted for more than 50% of network activity for the first time ever. This percentage appears poised for further expansion.
Additionally, Cloudflare recently introduced Wallet, a solution designed to facilitate secure commercial transactions between AI agents and merchants. Muse is anticipated to leverage this functionality.
OpenAI Partnership Adds Another Catalyst
Beyond the Muse-driven momentum, Cloudflare gained additional tailwinds this week. The company announced on September 3 the launch of “Vulnerability Discovery and Remediation,” an advanced feature within its Managed Defense offering.
This innovation harnesses OpenAI’s GPT-5.6 Cyber model to autonomously identify, verify, and recommend solutions for software vulnerabilities. The system performs codebase analysis while incorporating real-time traffic intelligence from Cloudflare’s worldwide network, enabling automated deployment of custom firewall rules and generation of code patches for development teams.
Strong Financials Back the Momentum
Cloudflare’s second quarter performance reinforced investor optimism. The company generated $696.1 million in revenue, marking a 35.9% year-over-year increase. Adjusted earnings per share of $0.29 surpassed analyst projections. Billings expanded 34.8% to reach $753.5 million.
While GAAP operating margins faced headwinds from a non-recurring impairment charge, the underlying business demonstrated strong momentum.
Following these impressive results, management upgraded its full-year revenue and adjusted EPS projections.
Year-to-date, the stock has appreciated 59.1% and approached its 52-week peak of $332.22 prior to the trading session.
Trading at approximately 40 times sales and 114 times forward earnings, the valuation remains elevated. However, Cloudflare has historically commanded premium multiples throughout its tenure as a publicly-traded entity.
While Cloudflare has recorded 35 moves exceeding 5% over the past year, a single-day gain of 10% represents an exceptional occurrence even for this volatile stock.
With shares priced at $314.18, the stock is hovering near its 52-week high of $332.22.
The post Cloudflare (NET) Stock Surges Over 10% on Meta’s Muse AI Launch appeared first on Blockonomi.

Key Takeaways
Brent crude surpassed $100 per barrel for the first time since late July following escalating U.S.-Iran military confrontations
Five Iranian oil tankers were reportedly sunk by U.S. forces; Iran retaliated by striking 10 vessels near the Strait of Hormuz
Oil transit through the Strait of Hormuz has plummeted to under 2 million barrels daily, down from 8-9 million bpd prior to renewed hostilities
Houthi forces from Yemen targeted Saudi Arabian energy facilities this week, hitting the Jizan refinery among other installations
International energy stockpiles declined by 69 million barrels during July, while the IEA documented 8.3 million bpd of Middle Eastern production shutdowns
Brent crude surged past the $100 per barrel threshold on Wednesday following intensified military exchanges between U.S. and Iranian forces, heightening concerns over sustained oil supply constraints. West Texas Intermediate followed suit, climbing to approximately $96 per barrel.
Brent Crude Oil Last Day Financial Futures (BZ=F)
The most recent escalation involved Iranian attacks on 10 vessels operating in and around the strategic Strait of Hormuz. U.S. military forces retaliated by destroying five Iranian oil tankers operating in Persian Gulf waters. Iran subsequently launched strikes against a U.S. military installation in Jordan.
Oil transportation through the Strait of Hormuz has experienced a dramatic collapse. Prior to the resumption of military operations, daily crude shipments averaged between 8 and 9 million barrels. Current volumes have contracted to less than 2 million barrels per day, based on Rystad Energy statistics reported by Reuters.
JUST IN: Trump says gasoline will fall BELOW $2 a gallon "right after the election" as oil trades above $100.
"Oil prices are going to be tumbling downward."
"For gasoline, we'll get 'em below $2 a gallon."
Gas is currently $4.22 a gallon, with diesel at a record $5.94, per… pic.twitter.com/9qkXWE8fSR
— Coin Bureau (@coinbureau) September 10, 2026
Maritime tracking company Kpler reports that zero very large crude carriers have successfully transited the strait since September 2.
Alternative Supply Corridors Face Mounting Threats
Several Middle Eastern oil producers have redirected crude shipments through pipeline infrastructure to export terminals beyond the Hormuz chokepoint. The United Arab Emirates has activated a pipeline route to Fujairah port. Iraqi crude now flows through pipeline networks to Turkish ports. Saudi Arabia has reversed its East-West pipeline flows to access the Red Sea terminal at Yanbu.
These backup transportation routes now face their own security challenges. Iran-backed Houthi militants operating from Yemen launched attacks against Saudi energy infrastructure during the past week. The most recent assault targeted the Jizan refinery complex. Additional refining facilities across the Arabian Peninsula have similarly experienced attacks.
Energy analysts at ANZ stated in a research brief that the ongoing cycle of retaliatory strikes indicates Persian Gulf oil shipments will likely face continued disruption for an extended period.
Global Stockpiles Declining as Conflict Continues
The International Energy Agency’s most recent monthly assessment indicated that 8.3 million barrels per day of Middle Eastern crude production remained offline through July. Worldwide petroleum inventories contracted by 69 million barrels during the same timeframe, representing an average daily withdrawal of 2.7 million barrels.
Multiple physical crude pricing benchmarks have already exceeded $100. Murban crude, DME Oman, the OPEC reference basket, and the Indian crude basket are all currently trading above this threshold. Brent futures contracts have now crossed into triple-digit territory as well.
President Trump informed the media on Wednesday that the military conflict would conclude following November’s midterm elections. Conversely, a Wall Street Journal investigation revealed that Trump’s senior advisers have cautioned the confrontation may persist throughout the remainder of his presidential term.
No active peace discussions between Washington and Tehran have been reported. Crude oil consumption traditionally increases during the year’s fourth quarter, potentially driving prices even higher if supply constraints persist.
Brent crude was valued at $101.22 per barrel during Thursday morning trading sessions.
The post Oil Prices Breach $100 Mark as Middle East Tensions Escalate Supply Crisis appeared first on Blockonomi.

Key Takeaways
Electronics retailer delivered 7% group like-for-like revenue growth over 17 weeks ending August 29
UK and Ireland division achieved 6% growth, while Nordic operations surged 9%, with market share expanding across key product lines
Management reaffirmed full-year outlook, stating comfort with existing market consensus forecasts
Shares dropped 1.3% during early London session despite positive trading performance
Both Panmure Liberum and Peel Hunt reaffirmed Buy recommendations, targeting 200p and 182p per share
Shares of Currys (CURY) declined 1.3% during Wednesday’s early trading session in London, settling at 146.40p, despite the electronics and appliance retailer unveiling robust trading figures that showed 7% group like-for-like sales advancement for the 17-week period concluding August 29.
The company’s UK and Ireland operations generated 6% like-for-like expansion, while its Nordic territories demonstrated even more impressive momentum with 9% growth. Leadership indicated satisfaction with prevailing market expectations and maintained existing full-year projections without adjustment.
Across the UK and Ireland, expansion was evident in both physical retail locations and digital channels. Emerging product categories and corporate sales channels registered double-digit percentage increases. The retailer also highlighted competitive position improvements across all primary product segments, despite an overall stagnant market environment.
The company attributed approximately 2 percentage points of market uplift to the World Cup tournament and unseasonably warm summer weather conditions.
Subscription-based Services revenue maintained its upward trajectory. Flexpay penetration increased by 30 basis points compared to the prior year, reaching 23.6%, while iD Mobile customer base expanded 16% to exceed 2.7 million subscribers.
Nordic performance was powered by white goods and mobile phone categories, with widespread momentum across both retail formats. The region also captured market share in most territories, although year-over-year comparisons were relatively easy.
Management characterized gross margin performance as steady in both geographic segments, underpinned by disciplined expense management.
Share Repurchase Update and Financial Position
Currys verified that its £50 million share repurchase program is progressing, with £23 million executed to date. The retailer now anticipates year-end net cash substantially exceeding its £100 million benchmark.
Management outlined objectives for sustained expansion in higher-margin recurring Services operations, establishing a target of reaching a minimum of 2.8 million iD Mobile customers by fiscal year-end.
Wall Street and City Analyst Perspectives
Citi analysts anticipated a “materially positive share price reaction” following the announcement, pointing to robust trading metrics and confirmed guidance. The investment bank noted that shares had underperformed leading up to the release, which it viewed as a potential catalyst for recovery.
Panmure Liberum, serving as the company’s corporate broker, maintained its Buy stance with a 200p price objective. Analysts highlighted that the encouraging year opening established “meaningful upgrade potential” given the organization’s substantial operational leverage.
The brokerage calculated that each one percentage point improvement in like-for-like revenues across UK, Ireland and Nordic markets contributes approximately £12.5 million to consolidated profit, representing roughly 6.5% of fiscal 2026 adjusted pre-tax earnings.
Peel Hunt similarly preserved its Buy recommendation, maintaining a 182p target. The firm indicated expectations to implement an earnings forecast revision ranging from 1% to 3% upward.
Peel Hunt emphasized caution by noting that the initial half of the fiscal year conventionally represents merely 10% to 15% of annual profitability. Consequently, a successful peak holiday shopping period will prove essential before analysts embrace more substantial estimate increases.
From a valuation perspective, the equity trades at below 10 times projected earnings. Panmure Liberum calculated the 2027 price-to-earnings ratio at 10.3 times.
The post Currys (CURY) Stock Drops Despite Strong 7% Sales Growth – What’s Behind the Decline? appeared first on Blockonomi.

Key Takeaways
Q4 like-for-like sales at Primark projected to decline 3%, with continental European markets falling 4.3%
Shares of ABF plummeted more than 9% during early Thursday trading in London
Sugar division adjusted operating loss forecast widened to £70 million to £170 million for 2027
Full-year adjusted earnings per share anticipated to exceed prior forecasts
Primark’s Great Britain home delivery service announced, while planned separation of Retail and Food divisions proceeds toward December 2027 target
Associated British Foods stock plummeted over 9% during Thursday’s early London trading session following a quarterly trading statement indicating Primark’s like-for-like sales are projected to decline 3% in the period concluding September 12.
Shares were changing hands around 1,854p, significantly beneath the 52-week peak of 2,351p.
The performance weakness was primarily concentrated across continental European markets, which registered a 4.3% LFL sales contraction. While the UK and Ireland delivered a marginal 0.4% increase, this growth proved insufficient to counterbalance the wider European downturn.
Analysts at Jefferies offered a blunt assessment, characterizing the performance as “a muted end to the year for Primark led by underwhelming Europe sales” and labeling the company’s forward guidance as “a downbeat outlook for the stock this morning.”
Notwithstanding the LFL contraction, Primark’s overall sales are anticipated to expand approximately 2% across the full fiscal year. Store expansion initiatives and the franchise business model delivered roughly 5% to overall growth. Primark’s adjusted operating margin is still projected to reach approximately 10%.
The U.S. market delivered positive momentum. Revenue increased approximately 11% during the quarter as Primark’s American footprint expanded to 47 locations nationwide. Franchise operations throughout the Gulf region also demonstrated robust performance, with expansion initiatives planned for Saudi Arabia and Mexico.
Food Division Compounds Challenges
Across the Food division, Grocery adjusted operating profit is anticipated to fall marginally short of earlier projections. Subdued consumer demand for Twinings tea products, attributed to an unusually prolonged period of warm weather, was identified as the principal factor.
The Sugar segment is now tracking toward the upper boundary of its £25 million to £60 million adjusted operating loss projection for 2026, driven by elevated natural gas expenses and depressed European sugar market prices. The Ingredients division’s profit is anticipated to align with previous forecasts.
Extending the outlook window, ABF provided preliminary guidance for 2027 that struck a cautious tone. The Sugar division’s adjusted operating loss is projected at £70 million to £170 million, representing a considerably broader range that accounts for potential headwinds including elevated gas costs and adverse weather conditions affecting African operations.
Grocery profitability is forecast to edge slightly above 2026 levels, notwithstanding a one-time impact associated with consolidating the recently acquired Hovis business. The Agriculture division’s profit is expected to show year-over-year improvement.
Broader Market Context
ABF’s stock wasn’t alone in facing selling pressure Thursday. The FTSE 100 index dropped to its lowest level in seven weeks as intensifying tensions between the United States and Iran pushed Brent crude pricing above $100 per barrel, creating broader market headwinds that compounded ABF’s company-specific challenges.
Full-year adjusted earnings per share is now forecast to surpass earlier guidance, providing a modest counterbalance to the otherwise pessimistic update.
The company officially confirmed plans to roll out Primark home delivery services throughout Great Britain, supported by a recently acquired automated fulfillment center in Sheffield.
The anticipated separation of the Retail business from the Food division continues to progress according to schedule, with completion targeted for December 2027.
Complete annual results are slated for release on November 3.
The post Associated British Foods (ABF) Shares Plunge 9% on Weak Primark Performance in Europe appeared first on Blockonomi.

Key Highlights
Taiwan Semiconductor achieved record August sales of T$514.8 billion ($16.35 billion), representing a 53.3% annual increase
Monthly revenue jumped 10.1% compared to July, extending the growth streak to four consecutive months
Eight-month cumulative revenue reached T$3.38 trillion, demonstrating 39.3% growth versus prior year
The foundry giant commands 72.5% of the worldwide contract chipmaking market as of second quarter, according to TrendForce
TSMC announced plans to implement ASML’s High NA manufacturing technology for high-volume production beginning in 2030
Taiwan Semiconductor Manufacturing Company announced unprecedented monthly sales figures for August, propelled by relentless demand for semiconductors powering artificial intelligence systems.
$TSM reported Aug. revenue of $16.3B, up 53.3% YoY
TSMC says it still can’t meet demand even while working on roughly 20 fabs simultaneously, around 4-5x its historical pace, with chipmaking tool needs nearly doubling since the end of last year. pic.twitter.com/HwvzcmUUVW
— Wall St Engine (@wallstengine) September 10, 2026
The planet’s premier contract semiconductor manufacturer delivered revenue of T$514.8 billion ($16.35 billion) during August, representing a 53.3% surge compared to the equivalent period last year. Sales additionally increased 10.1% versus the previous month.
TSM shares finished Thursday’s trading session down 0.61% prior to the revenue announcement.
The results represent the fourth straight month where the Taiwan-based semiconductor producer has registered sequential revenue expansion.
Cumulative revenue for the first eight months of the year totaled T$3.38 trillion, reflecting 39.3% growth when measured against the corresponding timeframe in 2025.
Artificial Intelligence Applications Drive Full Capacity Utilization
Strong customer appetite for TSMC’s cutting-edge manufacturing nodes has served as the primary catalyst. Production capacity for the company’s 5-nanometer, 4-nanometer, and 3-nanometer processes operated at maximum utilization throughout the second quarter, based on data from research organization TrendForce.
In its July quarterly results presentation, Taiwan Semiconductor characterized AI-driven demand as “extremely robust.” The semiconductor manufacturer disclosed a 77% year-over-year profit increase for Q2 and projected third-quarter sales ranging from $44.6 billion to $45.8 billion.
The chipmaker’s leading-edge manufacturing capabilities remain highly sought after largely due to its position as a principal supplier to Nvidia, which continues accelerating production volumes of its artificial intelligence chips.
Robust market conditions have enabled Taiwan Semiconductor to implement price increases for its contract manufacturing services while simultaneously pursuing aggressive capacity expansion initiatives.
TSMC’s share price has doubled during the trailing twelve-month period and has multiplied sixfold since the end of 2022.
Commanding Position in Worldwide Foundry Industry
Taiwan Semiconductor captured 72.5% of global foundry market share during the second quarter, based on TrendForce analysis. Samsung Foundry secured the second position with 5.9%, while China-based SMIC claimed 5.4%.
The industry’s leading ten foundry operators collectively generated record quarterly revenue approaching $53.49 billion in Q2, partially attributed to constrained supply availability for advanced manufacturing processes linked to AI applications and high-performance computing requirements.
Earlier this week, Taiwan Semiconductor and Netherlands-based semiconductor equipment manufacturer ASML unveiled a collaborative effort to develop next-generation chipmaking capabilities. TSMC confirmed its intention to deploy ASML’s High NA technology for volume production of advanced nodes commencing in 2030.
The post Taiwan Semiconductor (TSM) Stock Hits New Heights on Record $16.35B August Revenue appeared first on Blockonomi.

Résumé
NVIDIA et Palantir lancent un système d’IA pour des opérations complexes de chaîne d’approvisionnement mondiale.
Le partenariat démarre avec le réseau de fabrication et de logistique de NVIDIA.
Palantir Foundry intégrera les modèles de NVIDIA pour accélérer les décisions liées à la chaîne d’approvisionnement.
Le système vise à réduire les pénuries, à optimiser les choix d’allocation et à limiter les goulets d’étranglement de la production.
Les entreprises peuvent déployer la plateforme sur site, dans le cloud ou en hébergement mutualisé.
NVIDIA et Palantir ont noué un partenariat pour améliorer la gestion mondiale des chaînes d’approvisionnement grâce à des systèmes d’intelligence artificielle d’entreprise. Les entreprises commenceront la collaboration avec les propres opérations de NVIDIA avant d’étendre la technologie à d’autres secteurs. Dans le même temps, l’action NVIDIA s’est échangée à 223,37 $ et a baissé de 0,14 % lors des échanges pré-marché du jeudi.

TLDR
Vitalik Buterin soutient EIP-8288 pour la prochaine mise à niveau d’Ethereum, appelée I-Star.
La proposition utilise une agrégation STARK récursive pour regrouper des preuves cryptographiques.
Les transactions privées résistantes au quantique pourraient passer de millions de gas à quelques dizaines de milliers.
La Fondation Ethereum vise une résistance complète aux attaques quantiques d’ici décembre 2029.
EIP-8288 est encore un projet et n’a pas été ajouté au protocole en direct d’Ethereum.
Le cofondateur d’Ethereum, Vitalik Buterin, a apporté son soutien à une nouvelle proposition appelée EIP-8288. Il souhaite qu’elle soit intégrée à la prochaine grande mise à niveau d’Ethereum, connue sous le nom d’I-Star.

TLDR
Crypto perpetual contracts implied a $2.12 trillion valuation for the private AI company Anthropic on September 9.
Binance’s ANTHROPIC/USDT contract uses an assumed 1 billion share count to calculate that figure.
Anthropic’s last private funding round, closed in May, valued the company at $965 billion.
Anthropic has warned that unauthorized investment structures, including SPVs, may leave investors with nothing.
OpenAI’s pre-IPO contracts implied a valuation near $1.58 trillion on the same day.
Anthropic has no public stock. It hasn’t filed for an IPO. Yet on September 9, crypto traders pushed the implied value of the Claude maker past $2 trillion through a type of contract called a pre-IPO perpetual.
Data from Defillama showed Binance’s ANTHROPIC/USDT contract trading near $2,120. Binance calculates the company’s implied worth by multiplying that price by an assumed 1 billion shares outstanding.
That math produces a figure of roughly $2.12 trillion. Similar contracts on Bitget, Kraken, BingX, Aster, and Coinbase International traded in the same range.
These contracts settle in tether, not company shares. They let traders bet on where Anthropic might eventually be valued, without giving anyone actual ownership.
How the Number Compares to Reality
The $2.12 trillion figure is more than double Anthropic’s last negotiated private valuation. Investors valued the company at $965 billion after a $65 billion Series H round closed on May 28.
Prices have swung a lot since then. In late August, the same Binance contract traded between $1,600 and $1,840, implying $1.6 trillion to $1.84 trillion in value.
A separate market on Hyperliquid briefly topped $2 trillion in late August before settling near $1.97 trillion. OKX runs a similar contract using a 10 billion share assumption, which produces a lower price per unit but a similar overall company value.
None of these numbers come from Anthropic. Binance states the share estimate is informational only and not endorsed by the company.
Anthropic Pushes Back on Token Structures
A separate product called Prestocks issues an ANTHROPIC token on Solana through a special-purpose vehicle, or SPV. On September 9, the token traded between $961 and $973, with an implied valuation near $1.59 trillion.
Anthropic has objected to this setup. In May, the company said it does not allow SPVs to acquire its stock and that any transfers into one are void.
Anthropic added that tokenized securities and forward contracts tied to its shares may carry no real value. Prestocks tokens dropped between 34% and 45% after that statement.
Traders still have reasons to watch the numbers closely. Anthropic’s valuation rose from $380 billion in February to $965 billion in May.
The company’s annualized revenue run-rate was reported near $47 billion at the Series H close. That figure reportedly grew to around $65 billion by the end of July.
Bankers and investors have discussed a future listing somewhere between $1.5 trillion and $2 trillion. Trading volume on these contracts remains small, with combined open interest across the largest markets only in the tens of millions of dollars.
OpenAI faces a similar situation. Its OPENAI/USDT contract traded around $1,578 on Binance on September 9, while Kraken showed a price of $1,604.
Binance says it will adjust the ANTHROPIC contract if Anthropic’s eventual S-1 filing shows a share count that differs from its estimate by 3% or more. Until Anthropic actually goes public, the $2 trillion figure remains a crypto market bet rather than a price the company has confirmed.
The post Anthropic Has No Stock, But Crypto Markets Price It at $2 Trillion appeared first on Blockonomi.

TLDR
Wintermute received 2.5 million LAPTOP tokens from the token team.
The firm sold 466,255 tokens for about $2.08 million at an average price of $4.47.
The sale equals roughly 18.7% of Wintermute’s reported allocation.
LAPTOP launched September 9 on Coinbase’s Base network.
Wintermute still holds about 2.03 million tokens after the sale.
Wintermute has sold a portion of its LAPTOP token holdings on-chain, according to blockchain analytics firm Lookonchain. The sale has drawn attention because it involves a large market-making allocation tied to a newly launched meme coin.
Lookonchain reported that Wintermute received 2.5 million LAPTOP tokens directly from the token team. The firm then began selling a portion of those tokens on the open market.
As of the latest data, Wintermute has sold 466,255 LAPTOP tokens. The sale brought in approximately $2.08 million at an average price of $4.47 per token.
That amount equals roughly 18.7% of Wintermute’s total reported allocation. The firm still holds about 2.03 million LAPTOP tokens.
The data comes from on-chain tracking tools including Arkham, which monitors wallet activity across public blockchains. These figures confirm the sales took place but do not reveal Wintermute’s full trading strategy.
How LAPTOP Launched
LAPTOP launched on September 9 on Base, the blockchain network built by Coinbase. The launch was first reported by The Wall Street Journal.
The token carries a total supply of one billion. According to the report, 30% of the supply was set aside for founders.
Another 20% was allocated to people affected by failed meme coins and followers of the project. The remaining tokens were split between liquidity, charity and administrative costs.
Base describes itself as an open and permissionless blockchain. Tokens and applications built on the network operate independently from Coinbase.
This means LAPTOP’s presence on Base is not an endorsement from Coinbase. The token’s political branding has also made public sentiment a bigger price driver than typical project fundamentals.
What the Sale Means for Holders
Market makers like Wintermute often receive token allocations to support liquidity. Selling tokens does not automatically signal a negative view of a project.
Lookonchain also reported that Wintermute may not be the only market maker involved. GSR Markets and G20 were named as other possible participants supporting the token.
Still, confirmed sales can add pressure to a token’s price when liquidity is limited. This is especially true in the days right after a launch.
Wintermute’s remaining 2.03 million tokens represent a possible future supply overhang. If demand slows while more tokens enter circulation, the price could face added pressure.
A single wallet transfer does not prove every token will be sold immediately. Market makers often hold inventory for hedging or trade execution rather than pure selling.
Traders watching LAPTOP will likely track further wallet movement in the coming days. Additional transfers from Wintermute or other allocated wallets could offer more clues about supply trends.
As of the latest report, Wintermute’s confirmed sale stands at 466,255 LAPTOP tokens worth about $2.08 million, with roughly 2.03 million tokens still held by the firm.
The post Wintermute Sells 466,255 LAPTOP Tokens After Receiving 2.5 Million appeared first on Blockonomi.

Key Takeaways
European equity markets traded sideways Thursday following a 1.4% decline in the previous session
Market consensus points to a 25 basis point ECB rate increase, pushing the key rate to 2.5%
Brent crude oil remained above the $100 threshold, intensifying inflation concerns
Associated British Foods shares plummeted nearly 12% following disappointing Primark performance
Critical U.S. inflation reports scheduled for Thursday and Friday may influence Federal Reserve policy outlook
European shares consolidated on Thursday following their steepest decline in eight weeks. Market participants positioned themselves ahead of the European Central Bank’s monetary policy announcement scheduled for later in the trading session.
The benchmark STOXX 600 index hovered around 639.79 points with minimal movement. The previous day saw the index retreat 1.4% amid a rally in crude oil prices.
EURO STOXX 50 I (^STOXX50E)
Brent crude futures broke through the $100 per barrel threshold for the first time since July. The energy price surge reignited worries about persistent inflation and prompted market participants to reconsider the duration of restrictive monetary policy from major central banks.
Analysts anticipated the ECB would implement a 25 basis point increase to its benchmark interest rate, elevating it to 2.5%. The policy statement was scheduled for release at 12:15 GMT, with ECB President Christine Lagarde’s press briefing following at 12:45 GMT.
Investors were particularly focused on Lagarde’s forward guidance regarding the inflation trajectory. The critical consideration was whether central bank officials would indicate additional rate increases or adopt a more cautious, data-dependent posture.
“The forward guidance will be under the microscope, specifically whether the ECB adopts a wait-and-see approach or leaves the door open for another increase,” commented Susannah Streeter, chief investment strategist at Wealth Club in London.
Interest rate derivatives suggested market expectations of one additional rate increase before year-end and potentially one to two further moves in 2027.
Energy and Financial Sectors Lead Gains
The European energy index advanced 0.3%, benefiting from sustained elevated crude prices. Escalating tensions between Iran and the United States, marked by their most significant shipping attacks in six months of hostilities, contributed to upward pressure on oil markets.
Banking stocks delivered solid performance. Societe Generale climbed approximately 1.6%, Deutsche Bank advanced 1.3%, while Banco Santander posted a 0.7% gain.
Technology and Retail Stocks Face Headwinds
The technology sector encountered selling pressure. ASML declined 1.1% while SAP retreated approximately 3%, ranking among the session’s notable underperformers.
Associated British Foods emerged as the day’s most significant decliner. The company’s stock plunged nearly 12%, heading toward its worst single-session performance since January. The sharp selloff followed disappointing sales figures from Primark, its discount fashion retail division.
D’Ieteren ranked among the STOXX 600’s top performers, surging nearly 5%. The Belgian holding company disclosed improved first-half earnings and announced the appointment of a new chief executive officer.
German inflation figures registered 2.9% for August, matching economist expectations.
U.S. producer price index data was scheduled for release Thursday, followed by consumer price data on Friday. Market pricing reflected a 62% probability of a 25 basis point rate hike from the Federal Reserve at its September 15-16 policy meeting.
The ECB’s rate announcement and Lagarde’s subsequent commentary remained the primary catalyst for European markets throughout the trading day.
The post ECB Interest Rate Announcement: Impact on European Stock Markets appeared first on Blockonomi.

Résumé
Block a demandé à l’OCC d’obtenir une charte pour Builders Bank & Trust, une banque fiduciaire nationale axée sur la conservation des actifs numériques.
La banque proposée détiendrait du Bitcoin et des stablecoins pour le compte des clients, sous la surveillance fédérale.
Builders Bank n’accepterait pas de dépôts et ne bénéficierait pas de l’assurance FDIC.
Lee Woolley, responsable de la stratégie des actifs numériques chez Block, devrait diriger la banque si sa demande est approuvée.
Une charte nationale donnerait à Block un cadre fédéral unique plutôt que des règles distinctes selon chaque État.
Block, la société fintech fondée par Jack Dorsey et Jim McKelvey, a demandé à l’Office of the Comptroller of the Currency (Bureau du contrôleur de la monnaie) l’autorisation d’ouvrir une nouvelle banque. Celle-ci s’appellerait Builders Bank & Trust, N.A.