Blockonomi

TLDR:
As reservas de XRP na Binance caíram de 3,1 bilhões para 2,6 bilhões de tokens desde novembro de 2025.
Cerca de 500 milhões de XRP deixaram a Binance enquanto o preço do XRP caiu 63% em relação ao seu nível de pico em 2025.
O lançamento de ETFs spot de XRP no fim de 2025 pode ter impulsionado parte da saída da reserva observada.
O XRP é negociado perto de US$ 1,34, consolidando-se entre os níveis de resistência da média móvel exponencial (EMA) de 20 semanas e da EMA de 50 semanas.
As reservas de XRP na Binance caíram para níveis vistos pela última vez em fevereiro de 2024, de acordo com dados on-chain. Cerca de 500 milhões de XRP deixaram a exchange ao longo do último ano.

TLDR
A IonQ e a QC Ware testam química quântica híbrida para pesquisas de descoberta de medicamentos mais rápidas
O IonQ Forte oferece suporte a cálculos de química de oito qubits por meio da nuvem da Amazon Braket
A QC Ware relata resultados de energia de interação que atendem aos padrões de precisão química
O Promethium conecta o processamento em GPU ao IonQ Forte para modelagem molecular avançada
A parceria da IonQ expande as aplicações de quantum de íons aprisionados na pesquisa farmacêutica
As ações da IonQ caíram 4,02% para US$ 37,73 após a QC Ware relatar um teste híbrido de química usando o IonQ Forte. O projeto combinou processamento em GPU com computação quântica de íons aprisionados por meio da Amazon Braket. O teste teve como alvo cálculos assistidos por quantum para trabalhos iniciais de descoberta de medicamentos.

TLDR
Cadence stock drops 6.84% despite first-pass PCIe 6.0 compliance test success
Cadence PCIe 6.0 subsystem passes all official tests at full 64 GT/s speeds
PCIe 6.0 milestone strengthens Cadence exposure to rising AI data center demand
Cadence adds its PCIe 6.0 solution to the PCI-SIG official Integrators List
TSMC N3-based PCIe 6.0 technology expands Cadence’s high-speed IP portfolio
Cadence Design Systems (CNDS) stock fell 6.84% to $315.62 despite reporting a major PCIe 6.0 technology milestone. The shares extended their decline after trading near $338.78 earlier in the session. Meanwhile, the development strengthened Cadence’s position across high-performance computing and AI data center infrastructure.
Cadence Design Systems, Inc., CDNS
Cadence PCIe 6.0 Technology Passes Major Compliance Test
Cadence confirmed its PCIe 6.0 PHY and controller technology passed official compliance testing on the first attempt. The company implemented the technology using TSMC’s advanced N3 manufacturing process. Moreover, testers evaluated the complete x8 subsystem at the PCIe 6.0 specification’s full 64 GT/s speed.
The subsystem passed every official PCIe 6.0 compliance test during the industry’s first formal testing workshop. As a result, PCI-SIG added Cadence’s complete solution to its official Integrators List. The achievement confirms that the PHY and controller can operate together under demanding industry requirements.
Cadence prepared for the testing process through extensive cooperation with technology partners and testing equipment providers. Furthermore, teams completed interoperability testing before the formal PCI-SIG evaluation began. That preparation helped identify technical issues before Cadence entered the official compliance program.
PCIe 6.0 Strengthens Cadence Position Across Data Centers
PCIe 6.0 technology provides higher bandwidth for modern data centers and high-performance computing systems. Therefore, companies can use the standard across accelerator cards, networking products, and advanced storage systems. Cadence expects these applications to support broader adoption as computing requirements continue expanding.
The technology carries particular importance for large computing facilities handling demanding artificial intelligence workloads. These systems require fast connections between processors, accelerators, storage devices, and networking hardware. Higher PCIe bandwidth can reduce connection bottlenecks across increasingly complex computing systems.
Cadence designed its subsystem to combine performance, power efficiency, and flexible protocol support. The architecture also uses ADC and DSP-based equalization alongside firmware-optimized SerDes operations. Additionally, Cadence included support for recent PCI-SIG engineering updates focused on lower power consumption.
Cadence Expands Semiconductor IP Role Despite CDNS Stock Drop
Cadence already supplies semiconductor design tools and intellectual property across several advanced computing markets. Its PCIe portfolio now extends through technology supporting specifications as advanced as PCIe 7.0. However, the PCIe 6.0 compliance milestone provides customers with a production-ready option available today.
Positron AI has licensed Cadence’s SerDes technology for an inference accelerator designed for transformer workloads. That customer adoption gives Cadence another commercial application for its PCIe 6.0 technology. Meanwhile, successful silicon testing strengthens the technology’s case for use in additional chip development programs.
Cadence developed the certified x8 configuration using TSMC’s N3 manufacturing technology for advanced semiconductor designs. The company now offers the complete PHY and controller subsystem to system-on-chip providers. Therefore, manufacturers can integrate the technology into future data center, enterprise, automotive, and computing products.

The post Cadence Design Systems (CNDS) Stock: Sinks as First Pass PCIe 6.0 Success Strengthens AI Data Center Outlook appeared first on Blockonomi.

RESUMO
As ações da APEI sobem 0,74% à medida que a Hondros se junta ao American Public University System.
Os estudantes da Hondros ganham acesso mais amplo a diplomas de bacharelado, mestrado e doutorado.
A combinação amplia a atuação da APEI na formação em saúde em três estados.
A Hondros agora opera sob a acreditação HLC do American Public University System.
A APEI adiciona mais uma plataforma de educação em enfermagem à sua rede de universidades orientada para carreiras.
A American Public Education (APEI) expandiu sua rede de educação em enfermagem após a integração da Hondros College of Nursing ao American Public University System. As ações da APEI foram negociadas a US$ 45,99, com alta de US$ 0,34, ou 0,74%, após a mais recente atualização organizacional da fornecedora de educação. A combinação amplia as opções acadêmicas e fortalece a posição da APEI na educação em saúde voltada para carreiras.

TLDR
A CrowdStrike lança um novo laboratório de pesquisa cibernética enquanto as ações da CRWD caem 7,00%.
O Cyber Superintelligence Lab busca uma defesa cibernética mais rápida e mais automatizada.
O Falcon data fornece ao novo laboratório acesso a trilhões de eventos diários de segurança.
Quinze anos de inteligência contra ameaças vão apoiar a nova pesquisa da CrowdStrike.
A CRWD cai para US$ 214,84 enquanto a CrowdStrike expande sua estratégia de segurança de longo prazo.
As ações da CrowdStrike (CRWD) caíram acentuadamente depois que a empresa de cibersegurança lançou um novo laboratório de pesquisa focado em defesa cibernética avançada e segurança de IA. A CRWD foi negociada a US$ 214,84, caindo US$ 16,16, ou 7,00%, durante a sessão mais recente após uma forte queda do mercado. O lançamento amplia a estratégia de pesquisa da CrowdStrike, enquanto suas ações continuam sob forte pressão apesar da nova iniciativa tecnológica.

Resumo rápido
A taxa dos Treasuries de 10 anos atingiu 4,77%, pressionando as ações de tecnologia no S&P 500 e na Nasdaq
Os preços do petróleo bruto subiram 2% em meio ao aumento do conflito entre EUA e Irã, com o Brent ultrapassando US$ 92/barril
A Dell Technologies revelou um enorme backlog de servidores de IA de US$ 51,3 bilhões, além de valorização de 250% das ações em 2026
A Robinhood Markets recebeu uma atualização para Compra acima do peso (Overweight) da Morgan Stanley, com um alvo de US$ 150, sugerindo ganhos potenciais de 43%
A Apple anunciou John Ternus como seu novo CEO, enquanto Tim Cook faz a transição para diretor executivo do conselho

Key Takeaways
Bank of America upgraded Microsoft’s price target from $500 to $600 while reaffirming its Buy recommendation
Microsoft’s Azure platform posted 43% growth acceleration in fiscal Q4 2026, improving from the previous quarter’s 39%
The company forecasts 45% Azure expansion for fiscal Q1 2027
Paid Microsoft 365 Copilot user seats exceeded 30 million, with net growth more than doubling from the previous quarter
Year-to-date, MSFT shares have climbed 4.2%, significantly trailing the S&P 500’s approximate 12% advance
After a year of stagnant performance, Microsoft (MSFT) stock may be ready to break out, according to Bank of America. On Tuesday, analyst Tal Liani boosted his valuation target on MSFT to $600 from $500 while maintaining his Buy recommendation. This updated target represents a 19% premium to Tuesday’s trading price of $502.43, which closed down 1% for the session.
Year-to-date gains stand at a modest 4.2%, while the trailing twelve-month return shows a 0.5% decline. By comparison, the S&P 500 has delivered nearly 12% returns during the same timeframe, positioning Microsoft as a notable underperformer. Liani believes current financial metrics now warrant a valuation reassessment.
His bullish stance centers primarily on Azure performance. Microsoft’s cloud infrastructure platform achieved 43% growth during the fiscal fourth quarter ending June 30, representing an acceleration from the previous quarter’s 39% expansion. Management has projected 45% growth for fiscal Q1 2027, signaling continued momentum.
The Copilot AI assistant is also contributing meaningfully. Paid Microsoft 365 Copilot subscriptions crossed the 30 million threshold, with net subscriber additions more than doubling sequentially. Remaining performance obligations surged 84% year-over-year, indicating robust future revenue streams.
Cloud Platform Delivers Measurable Results
BofA’s updated valuation applies a 28x multiple to its calendar year 2027 earnings projection, elevated from the previous 24x multiple. This adjustment reflects accelerated cloud expansion and improved transparency regarding returns from Microsoft’s artificial intelligence infrastructure investments.
Liani highlighted Microsoft’s strategy of deploying a diverse range of AI models, enabling enterprise clients to select the most economically efficient solution for specific use cases.
“Not every workload requires a complex and expensive frontier model, and Microsoft’s approach helps optimize performance while reducing token consumption,” he wrote.
Morgan Stanley analyst Adam Wood shares this optimistic outlook. He maintained his own $600 valuation following late July fiscal Q4 results, noting that the “growth thesis” is “taking shape.” Wood emphasized that Microsoft preserved profit margins despite escalating AI-related expenditures, particularly noteworthy given capital spending reached approximately $41 billion in Q4 alone and $145 billion across the full fiscal year.
Analyst Consensus Supports Upside Potential
Wall Street sentiment broadly favors Microsoft. Among 60 firms monitored by FactSet, the average recommendation on MSFT registers as Buy, with a mean price target of $565.88. BofA’s $600 projection now ranks among the more optimistic forecasts in that distribution.
Seventeen analysts have recently increased their earnings projections for upcoming periods, per InvestingPro data. The stock currently carries a P/E ratio of 28.5 alongside a PEG ratio of 0.89, which InvestingPro characterizes as undervalued when measured against growth prospects.
Meta Platforms has emerged as a significant Azure client, allocating hundreds of millions in annual spending to the platform. Moody’s recently reaffirmed Microsoft’s Aaa credit rating while maintaining a stable outlook.
The post Microsoft (MSFT) Stock Poised for Breakout as BofA Elevates Price Target to $600 appeared first on Blockonomi.

Key Takeaways
CBRS shares declined 3.6% to $177.50 on Tuesday following announcement of a new Finland AI data center partnership
The Mikkeli facility will achieve 165 MW of IT capacity, with initial 50 MW phase already in development
Cathie Wood’s Ark Invest purchased approximately $17 million worth of CBRS shares on Aug. 25, signaling confidence in AI inference
Second quarter revenue reached $180.1 million, representing 74% year-over-year growth, while cloud revenue soared 287% YOY
Analysts maintain consensus “Strong Buy” rating with average price target of $283.91, suggesting approximately 59% upside potential
Shares of Cerebras Systems (CBRS) retreated 3.6% to $177.50 during Tuesday’s trading session, despite the artificial intelligence chip maker unveiling a significant data center partnership in Finland. The stock has tumbled more than 42% over the trailing twelve months and currently trades over 15% beneath its 20-day moving average.
The Finnish collaboration involves Compute Nordic Finland and encompasses a new artificial intelligence data center located in Mikkeli. Planned for phased development, the installation will ultimately deliver 165 MW of contracted IT capacity. Development of the initial 50 MW phase is currently in progress.
Under the agreement’s structure, each service order includes a seven-year commitment, providing Cerebras with stable, long-term infrastructure to power its AI computing platform. The initiative is anticipated to generate employment opportunities throughout the Mikkeli area.
The share price decline accompanying favorable news isn’t particularly unusual. Market conditions were challenging overall, with the Nasdaq (QQQ) sliding 1.5% and the S&P 500 retreating 0.76%. AI infrastructure stocks typically track broader growth sentiment.
From a technical perspective, CBRS is positioned below both its 20-day SMA of $212.57 and its 50-day SMA of $203.90. The MACD indicator sits beneath its signal line accompanied by a negative histogram, suggesting weakening momentum. Critical support exists at $173.50, just above the 52-week low of $160.81.
Ark Invest Increases Position
Despite the stock’s decline, Ark Invest was actively accumulating shares. On Aug. 25, Ark acquired 93,290 CBRS shares distributed across several ETFs, totaling approximately $17.2 million. This follows previous purchases completed earlier in August.
Cathie Wood’s investment rationale focuses on Cerebras’ competitive advantage in AI inference. The company’s CS-4 system reportedly delivers up to 30 times faster inference performance compared to GPU-based solutions. Cerebras is also collaborating with AMD on a disaggregated inference architecture that provides up to five times greater throughput per watt in specific configurations.
The firm maintains strategic partnerships with OpenAI, AWS, and AMD, while simultaneously developing an inference cloud business to complement its hardware revenue streams.
Impressive Growth, Premium Pricing
Cerebras disclosed Q2 revenue of $180.1 million, reflecting 74% year-over-year expansion. Core revenue climbed to $209.9 million, up 103% YOY. Cloud and services revenue exploded 287% YOY to $127.7 million, while core gross margin advanced to 41%.
Leadership increased full-year fiscal 2026 core revenue projections to a range of $880 million to $890 million. Third quarter core revenue guidance was established at $214 million to $216 million.
The company concluded Q2 holding $8.6 billion in cash, restricted cash, and short-term investments, alongside $25.4 billion in remaining performance obligations. Additionally, it has secured more than 600 MW of data center capacity either operational or contractually committed.
The valuation commands a significant premium. With a market capitalization around $42.5 billion against annual sales of approximately $510 million, the price-to-sales multiple stands at 60 times. The company continues reporting GAAP losses.
Wall Street maintains an optimistic stance despite the elevated valuation. Among 11 analysts covering the stock, eight assign “Strong Buy” ratings, one “Moderate Buy,” and two “Hold.”
The consensus price target stands at $283.91. UBS maintains a $330 objective, Morgan Stanley elevated its target to $279, and Wedbush increased its forecast to $290.
The upcoming earnings announcement is projected for November 19, 2026, with analyst consensus anticipating revenue of $214.90 million and an EPS loss of 14 cents.
The post Cerebras (CBRS) Stock Dips Despite Finland AI Data Center Expansion and Ark Invest Buying Spree appeared first on Blockonomi.

Key Takeaways
The European Union has officially designated Roblox as a “very large online platform” under its Digital Services Act, providing regulatory clarity for the company’s 45 million European monthly active users.
Shares experienced upward momentum driven by technical factors and significant short covering after a notable decline in bearish positioning throughout August.
The company’s previously announced $3 billion stock repurchase program continues to provide underlying support for share prices.
Second-quarter results showed a per-share loss of $0.26, which exceeded expectations, though revenue of $1.47 billion fell below the anticipated $1.60 billion mark.
Wall Street maintains a collective “Hold” stance with a mean price target of $60.89; Morgan Stanley recently adjusted its outlook downward from $62 to $55.
Shares of Roblox (RBLX) started trading Tuesday at $41.32, recovering from their recent slump following the European Union’s formal designation of the gaming platform as a “very large online platform” under the Digital Services Act. This regulatory classification establishes a defined compliance framework for the company’s substantial European user base of 45 million monthly active participants, a development that market participants have interpreted positively.
The gaming platform’s equity has faced considerable headwinds throughout the current year. Shares have declined more than 52% since the beginning of 2024, falling from a 12-month peak of $142.00 to a recent trough of $33.88. The company’s current valuation stands at approximately $27.52 billion.
The recent price recovery extends beyond just the European regulatory announcement. Technical dynamics have also contributed significantly. Bears substantially reduced their positions following aggressive shorting activity in August, and this unwinding of short positions provided additional upward momentum.
Management’s $3 billion stock repurchase authorization, which received board approval in May, permits the acquisition of up to 9.5% of shares outstanding. The board’s willingness to allocate capital toward buybacks at current price levels communicates management’s belief that shares are trading below intrinsic value.
Quarterly Results Fall Short on Revenue
When Roblox disclosed its latest quarterly performance on July 30th, the company reported a per-share loss of $0.26 for the second quarter, surpassing analyst expectations which had anticipated a $0.34 loss. Nevertheless, revenue totaling $1.47 billion came in below the Street’s $1.60 billion projection.
Despite the shortfall, revenue demonstrated year-over-year growth of 8.3%. During the comparable period last year, the company recorded a per-share loss of $0.41, indicating improvement in bottom-line performance. Current analyst projections forecast a full-year per-share loss of $1.39.
The company’s balance sheet reflects a debt-to-equity ratio of 7.82 alongside a net margin of negative 17.60%. Technical indicators show the 50-day moving average at $45.92 and the 200-day moving average at $51.39, both positioned above current trading levels.
Institutional Positioning and Wall Street Perspectives
The Public Employees Retirement System of Ohio acquired 181,051 RBLX shares during the second quarter, representing an investment of approximately $9.85 million. Institutional shareholders and hedge funds maintain ownership of 94.46% of outstanding shares.
Additional second-quarter purchasers included Kinetic Partners Management LP, which established a position valued at roughly $6.57 million, and S&CO Inc., which initiated a holding worth about $921,000.
Wall Street sentiment remains divided. Morgan Stanley reduced its price objective from $62 to $55 while maintaining an “overweight” rating. DA Davidson established a $40 target. Arete Research projects a $95 price point with a “buy” recommendation. Piper Sandler assigns a “neutral” rating with a $47 target.
Among 31 analysts providing coverage, 12 recommend buying, 15 suggest holding, and 3 advise selling. The average price target across all analysts is $60.89.
Insider transactions merit attention. Chief Financial Officer Naveen Chopra divested 17,509 shares at $37.96 on August 20th, totaling approximately $664,641. Matthew Kaufman, another insider, similarly sold 14,904 shares at the identical price. Both transactions were executed to satisfy tax liabilities associated with vesting equity awards.
Cumulative insider selling during the trailing 90-day period reached 168,213 shares with an aggregate value of roughly $6.83 million.
The post Roblox (RBLX) Stock Climbs After EU Digital Services Act Classification appeared first on Blockonomi.

TLDR
Navitas sets September shipments for its first U.S.-made Gen 5 GaNFast wafers
GlobalFoundries partnership brings Navitas Gen 5 GaNFast into U.S. production
Navitas expands U.S. GaN supply with first Gen 5 wafer shipments in September
Gen 5 GaNFast rollout targets computing, industrial and defense power markets
NVTS falls 3.93% as Navitas advances U.S. Gen 5 GaNFast wafer production plans
Navitas Semiconductor will begin shipping its first U.S.-made Gen 5 GaNFast wafers in September through GlobalFoundries. The milestone moves Navitas deeper into domestic power semiconductor production for data centers, computing, industrial systems, and defense applications. NVTS traded at $11.14, down 3.93%, after a sharp intraday drop and a partial recovery.
U.S. Gen 5 GaNFast Production Moves Forward
Navitas developed its fifth-generation GaNFast platform for production at GlobalFoundries’ 200mm GaN-on-silicon facility in Burlington, Vermont. The manufacturing plan expands domestic capacity for advanced gallium nitride power devices used in high-efficiency electrical systems. It also gives Navitas a U.S.-based production source for future GaNFast generations.
The companies formed a long-term strategic partnership in November 2025 to accelerate domestic GaN development and manufacturing. Since then, Navitas has adapted its device designs and process technology for GlobalFoundries’ manufacturing platform. The collaboration combines Navitas’ power semiconductor designs with GlobalFoundries’ established high-volume production capabilities.
The first product family will include 650-volt GaN FETs across several on-resistance specifications for different power requirements. Navitas expects resistance options of 11, 18, 50, 120, and 150 milliohms within the initial lineup. This range targets power systems that require different balances between efficiency, switching performance, size, and thermal control.
September Wafers Start a Broader Sampling Schedule
Navitas expects the first Gen 5 wafers to leave the Vermont production line during September. Internal samples should follow in October as the company moves through testing and qualification work. Strategic customer samples are planned before year-end, supporting wider evaluation across targeted markets.
The September shipment marks the first production step under the Navitas and GlobalFoundries manufacturing partnership. It also brings Navitas’ newest GaNFast architecture into a domestic commercial foundry for the first time. That transition gives the company a clearer path from design development to U.S.-based wafer production.
Navitas designed the platform for data center power, high-performance computing, industrial electrification, and national security systems. These applications need efficient power conversion as electricity demand rises across advanced computing and industrial equipment. GaN devices can support smaller power systems while reducing energy losses during high-frequency switching.
Navitas Builds on Long-Term GaN and SiC Development
Navitas has developed gallium nitride power products since 2014 and also operates a silicon carbide technology portfolio. The company holds more than 300 issued and pending patents across GaN and SiC technologies. Its portfolio covers device structures, process design kits, integrated power circuits, control features, sensing, and protection functions.
The Gen 5 program extends that technical base into a manufacturing process designed for 200mm GaN-on-silicon wafers. Larger wafer formats can support greater production scale when fabrication yields and customer demand reach commercial targets. GlobalFoundries adds manufacturing infrastructure that can support higher volumes as Navitas expands customer qualification.
The U.S. production effort also gives Navitas another supply option for markets that value domestic semiconductor sourcing. That factor matters for computing, industrial, and defense programs that require dependable component availability and traceable manufacturing. The September wafer shipment therefore adds a production milestone alongside the company’s broader technology and supply-chain strategy.

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Key Highlights
The London Stock Exchange (LSE) has formed a strategic alliance with Payward, the parent entity behind cryptocurrency exchange Kraken, to digitize equity shares from the top 100 LSE-listed corporations.
These digital share tokens, branded as xStocks, will be accessible to investors spanning more than 110 nations, though UK residents remain ineligible.
The xStocks platform has already facilitated over $40 billion in cumulative trading activity, with approximately $20 billion processed through blockchain settlement.
The LSE intends to feature xStocks on LSE 24, its forthcoming around-the-clock trading platform, pending regulatory clearance.
Both organizations are evaluating the possibility of launching native blockchain-issued securities that would possess identical rights to conventional shares.
The London Stock Exchange has unveiled a strategic collaboration with Payward, which operates the Kraken cryptocurrency platform, to introduce blockchain-based tokenized versions of British equities to international market participants.
LSE Partners With Kraken Parent Payward, Plans to List xStocks in 2027
The London Stock Exchange (LSE) announced a partnership with Kraken parent company Payward to explore connecting regulated capital markets infrastructure with on-chain ecosystems and developing a UK tokenized… pic.twitter.com/MuZZIAFUe4
— Wu Blockchain (@WuBlockchain) September 1, 2026
Under this agreement, equity stakes in the 100 most capitalized companies trading on the LSE will become available via Payward’s xStocks digital platform. Every xStock token maintains a one-to-one correspondence with an actual underlying share, establishing a direct equivalence between digital tokens and traditional securities.
These blockchain-based equity representations will be open to qualified investors across more than 110 jurisdictions worldwide. However, investors residing in the United Kingdom cannot currently access xStocks due to existing regulatory constraints.
xStocks represents an established offering rather than a novel product launch. The platform has generated cumulative trading volumes exceeding $40 billion, with close to $20 billion of those transactions finalized directly through blockchain networks. The service currently serves a user base surpassing 200,000 token holders.
LSE 24 Trading Platform Positioned for Tokenized Equity Listings
This collaboration extends well beyond merely adding UK equities to the xStocks ecosystem. Contingent upon obtaining regulatory authorization, the London Stock Exchange intends to feature xStocks on LSE 24, its proposed continuous trading facility scheduled to commence operations during the first six months of 2027.
Julia Hoggett, Chief Executive of the LSE, emphasized that tokenization initiatives must evolve while maintaining the confidence and protections inherent in regulated marketplaces. Arjun Sethi, co-Chief Executive of Payward, characterized the agreement as a convergence of traditional regulated finance with modern blockchain technology.
The London Stock Exchange has been actively pursuing strategies to engage emerging investor demographics, particularly retail market participants accustomed to continuous trading availability. The exchange has also faced scrutiny from Elliott Management, an activist investment firm that revealed a significant ownership position in February 2026.
Investigating Native Blockchain Share Issuance
In addition to the xStocks initiative, Payward and the LSE announced plans to investigate the direct issuance of securities on blockchain infrastructure. This proposed framework would involve creating securities natively on distributed ledgers, with these digital assets being completely interchangeable with traditional shares and conferring identical ownership rights.
This approach represents a departure from the existing xStocks structure, where digital tokens are supported by conventional shares maintained within traditional custodial frameworks.
Payward has been broadening the utility of its xStocks offering. In July 2026, Kraken introduced functionality allowing eligible international customers to utilize specific xStocks as collateral for derivatives and leveraged trading activities. Eligible assets encompass tokenized representations of major corporations including Apple, Nvidia, and Tesla.
The London Stock Exchange is not pursuing tokenized equities in isolation. Deutsche Boerse acquired a $200 million equity position in Kraken during April. Robinhood has introduced tokenized stock offerings across the European Union, while Coinbase continues expanding its presence in this emerging sector.
Shares of London Stock Exchange Group experienced a decline of approximately 2% during early trading hours in London on Tuesday.
No precise launch timeline has been disclosed for the initial UK-listed xStocks beyond an indication of availability within the forthcoming weeks.
The post LSE Partners With Kraken’s Parent Company to Launch Tokenized UK Equities appeared first on Blockonomi.

TLDR
Intuitive Machines wins a new contract for two IM 300 spacecraft platforms.
New IM 300 order expands Intuitive Machines into a broader customer segment.
LUNR stock falls 4.30% to $14.70 despite the latest spacecraft contract win.
IM 300 platform supports flexible payloads, propulsion, and constellation use.
Palo Alto facility supports serial production as spacecraft demand expands.
Intuitive Machines (LUNR) secured a new contract for two IM 300 spacecraft platforms from a new, undisclosed customer in another market. The award expands the company’s customer base and opens another important market segment for its modular satellite platform. However, LUNR stock fell 4.30% to $14.70, extending a steady intraday decline from above $15.30 during the latest trading session.
Intuitive Machines, Inc., LUNR
New IM 300 Contract Broadens Intuitive Machines Customer Reach
The contract adds a new customer category today for Intuitive Machines and strengthens demand for its IM 300 platform. The company designed the spacecraft bus for flexible missions and shorter delivery schedules across several commercial space markets. The new order also shows the platform can support heavier payloads with higher power requirements across demanding missions.
Intuitive Machines built the IM 300 around a modular structure that supports different payloads, missions, and operating profiles across markets. Its standardized interfaces can serve commercial, civil, and national security missions without requiring customers to develop a new spacecraft design. As a result, customers can adjust the platform for mission needs while retaining the platform’s common spacecraft architecture across programs.
The IM 300 also supports optical and radio-frequency links for communication between satellites operating together within a network. Customers can select chemical or electric propulsion based on orbit, maneuvering needs, and expected mission duration and operating conditions. Meanwhile, its low unit mass allows operators to place several spacecraft on one launch and reduce overall constellation deployment costs.
Intuitive Machines Expands Satellite Manufacturing Capacity
Intuitive Machines produces the IM 300 at its high-volume satellite manufacturing facility in Palo Alto, California, for repeat production. The site supports serial spacecraft production and differs from facilities designed mainly for individual, one-off satellite development programs. This production model allows the company to add orders while maintaining schedules for customers already moving through its manufacturing pipeline.
The company combines its production infrastructure with an established supplier network to support faster spacecraft assembly, testing, and delivery. That structure supports repeat platform production and could help Intuitive Machines serve more customers across mission categories and orbital markets. It also gives the company a broader manufacturing base as demand grows for smaller, configurable spacecraft platforms worldwide today.
Intuitive Machines operates across spacecraft manufacturing, communications, mission operations, networks, and ground infrastructure and related space services across several markets. Its systems serve missions in Earth orbit, cislunar space, and deep space for commercial, civil, and national security customers. The latest IM 300 award therefore expands its satellite platform business while adding another customer beyond its existing market base.

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Principais destaques
A LongRange Capital finalizou a compra da Pizza Hut da Yum! Brands (YUM), com as operações na China Continental permanecendo separadas.
A rede de pizzarias registra cerca de US$ 10 bilhões em vendas anuais globais no sistema.
Eduardo Luz assume o cargo de CEO interino na Pizza Hut após a transição de propriedade.
A LongRange Capital opera como uma empresa privada de investimentos, especializada nos setores de bens de consumo, tecnologia e dados.
O preço de compra e os detalhes financeiros específicos permanecem não divulgados.

Key Highlights
Piper Sandler shifted its stance on Tempus AI to Overweight from Neutral, boosting the price target from $56 to $76
Shares of TEM increased approximately 2.1-2.5% during Tuesday’s premarket session
Three key catalysts were identified: the acquisition of Personalis, favorable INTerpath-001 study results, and FDA clearance of the xT CDx test
Under the Personalis transaction terms, each share is valued at $16.25 in Tempus Class A stock, with an option for up to 50% cash payment
Canaccord Genuity maintained its Buy recommendation with an $80 target after the August 31 S-4 filing
Shares of Tempus AI (TEM) advanced between 2.1% and 2.5% during Tuesday’s premarket session following an upgrade by Piper Sandler analyst David Westenberg, who moved his rating from Neutral to Overweight while lifting his price objective to $76 from the prior $56 level.
This upgrade represents a notable shift in Westenberg’s perspective on the company. His earlier Neutral stance reflected concerns that TEM’s market valuation was being propelled more by artificial intelligence enthusiasm than by the tangible results from its diagnostics operations and data platforms.
However, that assessment has evolved. Westenberg now points to three distinct growth catalysts that have emerged with greater clarity, strengthening his conviction in the company’s underlying business fundamentals.
The primary catalyst involves the upcoming Personalis acquisition. This transaction will provide Tempus with access to a tumor-informed minimal residual disease (MRD) platform, which Piper Sandler characterizes as a distinctive asset within the oncology diagnostics landscape.
The S-4 filing for this transaction was submitted on August 31. According to the terms disclosed, each Personalis share carries a $16.25 valuation, to be settled in Tempus Class A stock based on a ratio calculated from the Tempus share price. Additionally, Tempus retains the flexibility to substitute cash for as much as half of the stock consideration.
INTerpath-001 Study Results Enhance Strategic Positioning
The second catalyst stems from favorable results in the INTerpath-001 study. According to Westenberg, this outcome elevates the strategic importance of both Personalis and Tempus AI as the tumor sequencing provider for what may emerge as a novel therapeutic category.
These study results bolster Tempus’s competitive standing in the MRD sector during a period when the Personalis acquisition remains under review, establishing a more defined trajectory in the clinical sequencing marketplace.
FDA Approval Removes Critical Barrier for xT CDx
The third catalyst is the FDA’s approval of the tumor-only xT CDx test. According to Piper Sandler, this regulatory clearance eliminates a significant obstacle for Tempus as it works toward achieving unified ADLT pricing across its xT product portfolio.
The analyst noted that xF, a companion product, may pursue a comparable regulatory pathway during the latter half of 2027. Achieving unified ADLT pricing would materially influence Tempus’s revenue structure for these diagnostic products.
Canaccord Genuity also provided commentary after the August 31 S-4 filing, confirming its Buy rating on TEM while maintaining an $80 price target.
This positions Canaccord’s target modestly above Piper Sandler’s updated $76 projection, with both investment firms now carrying constructive views on the equity.
The August 31 S-4 filing stands as the latest official disclosure concerning the Personalis deal, making the transaction terms accessible for investor evaluation.
The post Piper Sandler Boosts Tempus AI (TEM) Stock Rating to Overweight with $76 Target appeared first on Blockonomi.

Key Takeaways
Shares of Alumis plummeted approximately 56% following the announcement that its Phase 2b LUMUS study of envudeucitinib failed to achieve primary and secondary goals in the broader lupus patient cohort.
The study included 408 participants but did not reach its primary goal of measuring disease activity improvement at the 48-week mark.
Patients identified as IFNGS-high in a prespecified analysis demonstrated significant positive outcomes, though this subset was underrepresented in the overall study population.
The biotech firm continues to target a Q4 2026 submission for a New Drug Application covering envudeucitinib in plaque psoriasis, supported by encouraging Phase 3 data.
Management plans to meet with regulatory authorities to discuss launching a Phase 3 trial specifically targeting lupus patients with high interferon gene signatures.
Alumis shares experienced a devastating collapse on Tuesday, falling approximately 56% after the biotechnology company disclosed that its Phase 2b LUMUS clinical trial evaluating envudeucitinib failed to demonstrate efficacy in individuals suffering from moderate-to-severe systemic lupus erythematosus (SLE).
At one point during the trading session, the stock plummeted as much as 57.86%. Such a dramatic single-session decline represents a significant blow for any biotechnology firm.
The clinical study recruited 408 participants and evaluated disease activity utilizing the British Isles Lupus Assessment Group-based Composite Lupus Assessment, abbreviated as BICLA, at the 48-week timepoint. This served as the trial’s primary measure of success. Unfortunately, it was not achieved.
Additional secondary measures in the complete patient population also failed to reach statistical significance.
However, the company highlighted one encouraging finding. A predetermined subset of patients exhibiting elevated interferon gene signatures, designated as IFNGS-high, demonstrated substantial clinical improvement on both the primary measure and crucial secondary outcomes.
ALUMIS $ALMS JUST COLLAPSED 55% AFTER ITS LUPUS CLINICAL TRIAL FAILED$ALMS erased $1.5B in valuation today after its 408-patient Phase 2b LUMUS trial missed its primary endpoint despite being described as “potentially pivotal.”
The drug showed promise in patients with… pic.twitter.com/Bpfpv2gKMQ
— Limitless Finance (@trylimitlessfin) September 1, 2026
Patients classified as IFNGS-high represent the majority of moderate-to-severe SLE diagnoses. The challenge was that this group was unexpectedly underrepresented in the current study, which negatively impacted the overall trial outcomes.
According to Alumis, envudeucitinib demonstrated favorable tolerability across the study duration. No unexpected safety concerns emerged during the trial.
Pharmacodynamic analysis also verified substantial dose-dependent modulation of the interferon signaling pathway, with the maximum dose of 40mg administered twice daily producing the greatest suppression effect.
Alumis’ Strategic Path Forward
Management indicated plans to engage in discussions with regulatory agencies regarding the development of a Phase 3 clinical program specifically designed for the IFNGS-high patient segment.
Alumis emphasized that no targeted oral treatment options currently exist for SLE, which the company views as compelling justification to continue advancing development efforts in this therapeutic area.
The psoriasis development program continues to advance as planned. Alumis maintains its timeline to file a New Drug Application for envudeucitinib in moderate-to-severe plaque psoriasis during the fourth quarter of 2026.
This regulatory submission builds upon favorable results from the company’s Phase 3 ONWARD clinical program evaluating the drug in plaque psoriasis.
Understanding Alumis’ Broader Context
Envudeucitinib functions as an oral allosteric inhibitor targeting tyrosine kinase 2, commonly referred to as TYK2. The therapeutic mechanism involves modulating immune signaling pathways regulated by IL-23, IL-17, and Type I interferon.
The compound’s mechanism of action remains consistent whether treating lupus or psoriasis, which explains why the positive IFNGS-high subset results continue to generate interest among investors and industry analysts monitoring the development pipeline.
Prior to Tuesday’s selloff, the company maintained a market capitalization of approximately $2.99 billion. Year-to-date, the stock had delivered returns exceeding 123% before the trial announcement.
Average daily share volume typically hovered around 1.29 million shares before the clinical results became public.
Technical sentiment indicators had assigned a Hold rating to the stock before the announcement emerged.
The post Alumis (ALMS) Stock Crashes Over 50% Following Lupus Trial Disappointment appeared first on Blockonomi.

TLDR
Amazon shares fall 2.06% as an institutional firm cuts its position by 2.3%
AWS revenue jumps 36.7% to $42.2 billion, while Amazon reports $200.6B revenue
Amazon posts $5.75 EPS, beating the cited $1.82 analyst estimate for the quarter
Amazon stock tests $252.50 support after falling sharply from the $259.77 level
Institutional funds hold 72.2% of Amazon shares amid recent ownership changes
Amazon (AMZN) shares fell to $254.41, down 2.06%, after declining sharply from the $259.77 area. The decline pushed the price toward $252.50, the nearest support level on the chart. Meanwhile, $255 and $257.50 remained key resistance areas above the current price.
Amazon.com, Inc., AMZN
Institutional Stake Reduction
Capital Investment Services of America reduced its Amazon position during the second quarter. The firm sold 2,975 shares, cutting its holding by 2.3% to 126,495 shares. The remaining position carried a value of about $30.1 million at the quarter’s end.
The sale added detail to Amazon’s shareholder activity during the quarter. Institutional funds held about 72.2% of Amazon’s shares, according to the provided filing data. In addition, company insiders sold 70,589 shares worth about $18.3 million during the past 90 days.
The institutional sale came as Amazon continued reporting operating growth across its main businesses. However, the transaction represented a small reduction from the firm’s remaining 126,495-share position. Therefore, the filing showed a change in one institutional holding rather than a broad ownership shift.
Amazon Revenue and AWS Growth
Amazon reported $200.6 billion in quarterly revenue, up 19.6% from the same period last year. Meanwhile, Amazon Web Services revenue rose 36.7% to $42.2 billion during the quarter. The results showed growth across Amazon’s business and cloud unit.
The company also reported quarterly earnings per share of $5.75. That figure exceeded the $1.82 analyst estimate cited in the provided information. Amazon recorded higher earnings per share alongside increased revenue and AWS sales.
The operating figures provide context for the share price decline and institutional transaction. Amazon’s revenue growth continued while AWS posted a faster year-over-year increase during the quarter. At the same time, the stock remained below $255 after its latest decline.
Price Levels and Shareholder Activity
Amazon’s price action showed selling pressure after the stock fell from $259.77. The decline brought shares near $252.50, establishing that level as immediate support. A move above $255 would return the stock to the nearest resistance zone shown.
The next marked resistance level sits near $257.50, while $259.77 represents the upper level shown. However, the shares remained at $254.41 at the reported market time. Therefore, the stock traded between the nearest support and resistance levels after the decline.
The Capital Investment Services transaction formed part of Amazon’s shareholder activity. Institutional funds continued holding a large share, while insiders also recorded recent sales. Meanwhile, Amazon’s latest results showed higher revenue, stronger AWS sales, and earnings above the cited estimate.
The post Amazon (AMZN) Stock:Drop as Institutional Investor Trims Holdings appeared first on Blockonomi.

Principais destaques
O gigante farmacêutico atingiu uma nova máxima de 52 semanas de US$ 29,09 durante a sessão de terça-feira, fechando em US$ 28,75
Os resultados do 2º trimestre de 2026 superaram as projeções de Wall Street: lucro por ação de US$ 0,77 versus consenso de US$ 0,68, receitas de US$ 15,03 bi contra estimativas de US$ 14,42 bi
A administração aumentou as projeções de receita para o ano inteiro de 2026 após o desempenho trimestral
Acordo alcançado em mais de 6.000 ações federais relacionadas ao Depo-Provera, eliminando uma grande incerteza jurídica
Analistas de Wall Street mantêm um consenso de “Manter”, com meta de preço média de US$ 28,28

Principais conclusões
A MongoDB está programada para anunciar os resultados do 2º trimestre fiscal de 2027 após o fechamento de terça-feira, com Wall Street projetando lucro por ação (LPA) de US$ 1,61 junto com uma receita totalizando US$ 735,2 milhões.
As ações subiram 34% nos últimos 30 dias, chegando a US$ 453,37 e se aproximando da máxima de 52 semanas de US$ 473,10.
A plataforma de banco de dados em nuvem Atlas da empresa representa entre 72% e 79% da receita total, tornando-a o indicador-chave de desempenho.
O consenso de Wall Street mantém a recomendação de Compra, com preço-alvo médio de US$ 446,26, agora ligeiramente abaixo do preço atual de negociação.

Key Highlights
AAPL shares climbed 2.6% as John Ternus assumed the chief executive position, with Tim Cook transitioning to executive chairman.
Under Cook’s leadership spanning 15 years, Apple’s valuation soared from $350 billion to more than $4.5 trillion.
An analyst initiated a buy rating on Apple shares coinciding with the executive transition announcement.
The tech giant has scheduled a significant product unveiling for September 9, anticipated to showcase the iPhone 18 series and potentially its inaugural foldable device.
AAPL bucked broader market weakness, with the S&P 500 declining 0.4% and Nasdaq falling 0.7% during the session.
Shares of Apple reached an intraday peak of $325.86 on Tuesday, marking a 2.6% increase from the previous session’s closing price of $316.85, as John Ternus formally assumed leadership of the technology behemoth.
The leadership handoff concluded Tim Cook’s remarkable 15-year run at the company’s helm. In his farewell message posted on X, Cook wrote: “Sending lots of love to the Apple community on my last day as CEO. Thank you for being a constant source of inspiration.”
At 50 years old, Ternus brings 25 years of Apple experience to the CEO position, most recently holding the role of senior vice president of hardware engineering. His portfolio included directing engineering efforts for flagship products such as the iPad, AirPods, and Apple Watch.
The leadership succession had been communicated to markets well ahead of time, resulting in what appeared to be a seamless transition. Market participants seem reassured by Ternus’s appointment, given his extensive product development credentials.
Cook’s performance metrics speak volumes. Between August 2011 and Monday’s market close, AAPL shares skyrocketed 2,274%. An initial $1,000 stake at the beginning of Cook’s leadership would have grown to $23,740, not accounting for dividend payments.
During Cook’s tenure, Apple’s market capitalization expanded by $4.32 trillion, positioning it as the world’s second-largest corporation behind Nvidia. Trailing twelve-month revenue reached $467 billion, representing a 364% increase from the Steve Jobs era.
“Cook’s strength was execution, turning an already iconic company into one of the most profitable and valuable businesses the world has ever seen,” said Jay Woods, chief market strategist at Freedom Capital Markets.
Adding to the stock’s upward momentum, a Wall Street analyst issued a fresh buy recommendation on AAPL shares on the same day as the leadership change.
The Road Ahead for New CEO Ternus
Ternus takes control of a company positioned at a critical juncture in product development. Apple has confirmed a September 9 launch event, widely expected to introduce the iPhone 18 family. Industry observers are also speculating about the potential debut of Apple’s first foldable smartphone.
Apple recently introduced updated Mac mini configurations in late August, featuring its groundbreaking 2-nanometer M6 processor. Additionally, the company has announced plans for an AI-enhanced Siri upgrade scheduled for September release.
“At 50, Ternus is roughly the same age Cook was when he replaced Jobs, but his engineering and product background offers Apple something different as it searches for its next big innovation and plays catch-up in AI,” Woods noted.
Broader Market Performance
Apple’s positive performance contrasted sharply with overall market weakness. The S&P 500 declined 0.4%, the Dow Jones Industrial Average slipped 0.2%, and the Nasdaq Composite retreated 0.7% during Tuesday’s trading.
The session lacked significant macroeconomic releases or Federal Reserve statements to influence trading. Apple’s stock movement was driven purely by company-specific developments.
Cook will maintain ties to the organization he led for a decade and a half in his new capacity as executive chairman.
The upcoming September 9 product showcase will mark Ternus’s debut major appearance as chief executive.
The post Apple (AAPL) Stock Surges 3% as Ternus Officially Becomes CEO appeared first on Blockonomi.

Principais conclusões
O Dollar Spot Index subiu 0,2% para atingir 99,61, mantendo-se próximo da máxima de duas semanas
As ofertas de emprego nos EUA em julho permaneceram estáveis em 7,3 milhões, indicando força contínua no mercado de trabalho
Os mercados financeiros agora atribuem 74% de probabilidade a um aumento da taxa do Federal Reserve em 17 de setembro
O euro caiu 0,20% para US$ 1,1592 após dados de inflação básica da Zona do Euro mostrarem uma queda para 2,4%
O iene japonês registrou ganhos modestos, mas permaneceu perto de 159,85, perigosamente próximo do limite de intervenção de 160