Blockonomi

要點
福特股價上漲1.5%，至14.62美元，而分析師預計平均價格爲15.68美元
這家汽車製造商計劃在其首個銷售年度交付超過10萬輛售價約3萬美元的Fathom電動皮卡
成功實現這一目標將使Fathom成爲首款在單一車型年度銷量上達到六位數的非特斯拉電動汽車
儘管同比營收下降3.8%，第二季度每股收益仍超出預期，爲0.42美元，而預期爲0.33美元

Key Highlights
AI infrastructure firm Nscale pursues $3.5 billion in capital before its public offering, with Nvidia expected to commit $2 billion
Hedge fund Third Point to spearhead up to $1.5 billion in convertible debt instruments
Goldman Sachs serves as financial advisor for the capital raise
Company boasts $103 billion in secured customer agreements, highlighted by a $45 billion Anthropic partnership
Planned public offering aims to generate another $3 billion, targeting over $30 billion company valuation
Nscale, an AI cloud infrastructure provider headquartered in London, is currently negotiating a $3.5 billion financing round ahead of its stock market debut. The financing package encompasses $1.5 billion through convertible debt and a possible $2 billion equity stake from semiconductor giant Nvidia.
NSCALE SEEKS $3.5B IN PRE-IPO FINANCING
Nscale is in talks to raise up to $1.5B through convertible notes, with Third Point set to lead, while separately seeking about $2B in financing from $NVDA, per Bloomberg.
The AI cloud company could then raise another ~$3B in an IPO.… pic.twitter.com/CadecHWpcm
— Wall St Engine (@wallstengine) September 4, 2026
Goldman Sachs has been tapped to orchestrate the capital raising initiative. Daniel Loeb’s hedge fund Third Point is positioned to anchor the convertible note segment of the transaction.
Investors participating in the convertible note offering will receive terms featuring a double-digit markdown compared to Nscale’s ultimate IPO pricing. This favorable conversion discount applies up to a $30 billion company valuation threshold. Beyond that benchmark, the conversion rate becomes locked.
The AI infrastructure company achieved a $14.6 billion valuation in March following the completion of a $2 billion Series C financing. Nscale commenced operations in 2024.
$103 Billion in Customer Commitments Anchored by Anthropic Partnership
Central to Nscale’s investment thesis is its substantial pipeline of customer commitments. The firm reports approximately $103 billion in secured contractual obligations.
The cornerstone agreement is a six-year, $45 billion contract with AI research company Anthropic. This arrangement grants Anthropic access to computational resources housed at Nscale’s West Virginia data center complex.
Company presentations to potential investors suggest these agreements could generate approximately $18.1 billion in yearly revenue alongside roughly $13.6 billion in adjusted EBITDA. Nscale emphasized these figures represent illustrative scenarios rather than official financial projections.
The company maintains full ownership and control of its data center infrastructure, GPU inventory, and proprietary software platform. The majority of deployed processors are Nvidia Blackwell GPUs. Additionally, Nscale has secured purchase commitments for approximately 194,000 Nvidia Vera Rubin GPU units.
Strategic Diversification Into Robotics and Enterprise Software
Nscale is expanding beyond traditional cloud computing services into the robotics sector. The company recently finalized an agreement to supply robotics developer Figure with a minimum of $3.5 billion in computational infrastructure.
As part of this strategic partnership, Nscale will acquire an equity position in Figure. Separately, in July, the company completed a $1.65 billion acquisition of AI software specialist Anyscale.
A substantial data center complex is under construction in Norway. This Norwegian facility is being purpose-built to accommodate Microsoft’s infrastructure requirements.
An additional major data center campus is in the planning stages for West Virginia, distinct from the existing facility currently serving Anthropic.
The planned IPO could generate up to $3 billion in additional capital beyond the pre-IPO financing round. Discussions regarding the offering’s final size and investor composition remain fluid and subject to modification.
Nvidia has not issued any public statement regarding the potential $2 billion investment commitment. Both Third Point and Nscale representatives declined to provide comment when contacted by Reuters.
The post Nvidia (NVDA) Eyes $2 Billion Stake in Nscale Ahead of Massive IPO appeared first on Blockonomi.

Key Takeaways
Scott Bessent, US Treasury Secretary, forecasts oil prices dropping to $40 per barrel following resolution of Iran tensions
Current Brent crude trading exceeds $95 per barrel on Friday, approaching July’s peak levels
US 10-year bond yields reached 2023 highs earlier this week
According to Bessent, correlation between oil prices and interest rates has reached unprecedented levels
Norway’s government pension fund evaluates potential $75 billion reduction in US Treasury positions
US Treasury Secretary Scott Bessent forecasts oil prices could plummet to $40 per barrel following the conclusion of military operations involving Iran. His remarks came during a Friday interview with Steve Bannon.
“Once we move past this Iran conflict, I anticipate oil prices declining,” Bessent stated. He suggested markets might witness crude trading at $50 or potentially $40 due to significant new production capacity entering global markets.
The Treasury Secretary provided no specific timeframe regarding conflict resolution. A Republican member of the House Armed Services Committee characterized the current military situation as “stalled” earlier this week.
Current oil market conditions remain elevated. Brent crude exceeded $95 per barrel during Friday trading, approaching levels not seen since July. West Texas Intermediate hovered near $91.
Brent Crude Oil Last Day Financial Futures (BZ=F)
Energy prices surged following this week’s military exchanges between the United States and Iran. Rising energy expenditures have intensified inflation concerns throughout international financial markets.
Treasury Yields Reach Multi-Year Peaks
Elevated oil prices have amplified inflation anxieties, driving bond yields higher. This week witnessed 10-year US Treasury yields climbing to their highest levels since 2023.
Bessent emphasized the relationship between crude prices and interest rates has reached historic proportions. “When you examine the data, interest rates currently show their strongest correlation ever to oil pricing,” he explained.
His expectation is that Iran conflict resolution and subsequent oil price declines will moderate inflation and bring yields down accordingly. “When the Iran conflict concludes, interest rates and the headline inflation spike will decline,” he projected.
With federal debt recently surpassing $40 trillion, questions persist regarding investor demand for US government securities.
Norwegian Wealth Fund Evaluates Treasury Reallocation
Norway’s Government Pension Fund Global, among the world’s largest sovereign wealth funds, is evaluating a reduction in US Treasury exposure. Bloomberg analysis indicates this adjustment could decrease holdings by approximately $75 billion.
Bessent minimized concerns surrounding this potential shift. He explained Norway’s fund is pursuing enhanced returns through alternative US instruments like Fannie Mae and Freddie Mac securities, which traditionally provide yield premiums compared to Treasuries.
Fannie Mae and Freddie Mac represent government-sponsored enterprises focused on mortgage lending. Ginnie Mae serves as an associated federal housing finance entity.
Bessent expressed support for Norway’s strategic adjustment. “I am the biggest advocate for that,” he affirmed.
The Norwegian fund’s deliberations emerged during a particularly delicate period, with US government borrowing at historic highs and market participants scrutinizing potential indicators of diminishing appetite for American debt instruments.
The post Bessent Forecasts Crude Oil Could Drop to $40 Post-Iran Conflict Resolution appeared first on Blockonomi.

Key Highlights
Major U.S. equity indices declined Friday following robust August employment data that intensified concerns about potential Fed policy tightening
August payrolls increased by 162,000 positions, significantly exceeding the 55,000 consensus forecast from economists
Market-implied probability of a Federal Reserve rate increase in September surged to 58%, up from 49% one day earlier
Semiconductor equities defied broader market weakness, with the PHLX Semiconductor Index advancing 3.4%
Athletic apparel retailer Lululemon experienced a 17% share price decline following downward guidance revisions
Wall Street experienced a broad selloff Friday as an unexpectedly strong employment report prompted investors to dramatically reassess the likelihood of Federal Reserve monetary policy tightening later this month.
The Dow Jones Industrial Average declined 272 points, representing a 0.5% loss. The S&P 500 retreated 0.4% while the Nasdaq Composite decreased 0.3%. These losses followed Thursday’s session, which saw the Dow and S&P 500 record their strongest single-session performances in nearly four weeks.
E-Mini S&P 500 Sep 26 (ES=F)
According to the August nonfarm payrolls release, the U.S. economy generated 162,000 new positions during the month. This figure substantially surpassed the 55,000 jobs that Wall Street economists had anticipated.
The robust employment figures surprised market participants. Previous labor market indicators released earlier in the week had suggested moderate but consistent job creation, rather than the significant acceleration that materialized.
Federal Reserve Rate Hike Probability Surges Post-Employment Data
In the immediate aftermath of the payrolls release, market participants rapidly adjusted their expectations regarding Federal Reserve monetary policy. Data from the CME FedWatch tool indicated that the probability of a rate increase at the September 15-16 Federal Open Market Committee gathering climbed to 58%. This represented a substantial increase from Thursday’s 49% reading.
The odds of a rate hike in 2 weeks have jumped back up to 58% pic.twitter.com/g9CVoQD4zj
— Barchart (@Barchart) September 4, 2026
A robust employment environment provides Federal Reserve officials with additional flexibility to implement rate increases without triggering significant economic deceleration. Central bank policymakers have repeatedly emphasized their preference to observe definitive evidence of economic moderation before pausing their tightening campaign.
With employment data now released, market focus is shifting toward forthcoming inflation metrics. The August consumer price index report is scheduled for release on September 11, providing crucial information just days ahead of the Fed’s policy deliberations.
Semiconductor Sector Advances While Lululemon Experiences Sharp Decline
Despite broad market weakness, certain sectors demonstrated resilience Friday. Semiconductor stocks emerged as a notable exception to the prevailing downward trend. The PHLX Semiconductor Index registered a 3.4% gain, although this strength proved insufficient to buoy broader market sentiment.
Lululemon ranked as the session’s most significant decliner among major individual equities. The company’s shares plummeted 17% after management reduced both revenue and profitability projections. Additionally, second quarter revenue figures fell short of analyst expectations.
Friday’s trading calendar featured minimal additional corporate earnings announcements of significance.
At the closing bell, the S&P 500 stood at 7,718, the Dow at 53,414, and the Nasdaq at 26,506.
The upcoming week’s inflation data release will attract intense scrutiny from market participants. Should inflationary pressures persist at elevated levels, it would likely reinforce arguments supporting Federal Reserve action at the September policy meeting.
Financial markets will carefully analyze every economic indicator released between now and September 15 for insights into potential Federal Reserve policy direction.
The post Market Selloff Follows Strong Jobs Data as September Fed Rate Hike Probability Climbs to 58% appeared first on Blockonomi.

要點摘要
LULU股價在發佈令人失望的2025財年第二季度財報後，於盤後交易中暴跌18%
第二季度營收同比下降4%至24.2億美元，可比銷售額下降9%
這家運動休閒品牌下調了其2026年全年銷售預期，現預計下降5%-7%
投資者邁克爾·伯裏將其投資組合中17.4%的資金配置於LULU，他稱其爲“戲法高手”，但表示如果股價跌破100美元，將繼續增持
管理層將疲軟歸因於北美消費者需求低迷以及中國市場持續面臨的挑戰

要點
特斯拉股價週五因Cybercab發佈會表現平平而暴跌6%
奧斯汀活動僅限受邀者參加，未進行現場直播，埃隆·馬斯克也明顯缺席
聯邦安全監管機構已啓動審查，調查Cybercab的自我認證流程
大型銀行分析師強調了對成本、生產時間表以及初期服務問題仍未解決的擔憂
週五的下跌抹去了週四在活動前錄得的5.4%漲幅
特斯拉（TSLA）股價在週五大幅下跌6%，此前該公司在德克薩斯州奧斯汀舉行的Cybercab發佈活動未能滿足投資者預期。

重點摘要
NVDA股價在週五收盤時達到230.36美元，盤中最高上漲至2%，逼近235.74美元的歷史高點
這家芯片製造商已完成對領先的AI模型平臺Hugging Face的收購，交易金額約爲130億美元
據報道，英偉達旗下投資組合公司Anthropic去年獲得了高達100億美元的融資，目前正朝着首次公開募股邁進
本週早些時候，該公司向總部位於臺灣的芯片製造商聯發科投入了35億美元
華爾街一致預期維持“中性買入”評級，平均目標價爲324.83美元

要點
硬件錢包製造商 Trezor 透露，又有 67,000 名美國客戶受到其運輸合作伙伴 ShipMonk 數據泄露事件的影響
最新披露涉及從 2019 年 11 月到 2021 年 8 月期間處理的客戶訂單
被泄露的信息包括全名、電子郵件聯繫方式、電話號碼、郵寄地址以及購買標識符
該公司表示，它已從 ShipMonk 收到書面確認，稱客戶記錄已被永久刪除

重點摘要
Ripple 與佛羅里達大學體育部門達成為期多年的合作協議，並將自 2026 年橄欖球賽季開始生效
XRP 品牌將展示於本·希爾·格里芬體育場，該球場以綽號「The Swamp」聞名
根據業界消息來源，合作價值估計每年最高可達 500 萬美元
協議包含為佛羅里達大學的學生運動員提供金融素養與科技教育計畫
這標誌著 Ripple 在 2026 年 7 月宣布與堪薩斯大學鴉巢隊簽訂五年協議後，達成的第二項重要大學體育合作

主要亮點
受隱私幣板塊反彈推動，DASH 飆升 17.5% 至 56.85 美元，創下自 5 月以來的最佳表現
Grayscale 的現貨 Zcash ETF 在 8 月 25 日於 NYSE Arca 首秀後，資產已累計超過 4 億美元
該代幣較 8 月中旬約 30 美元的底部已錄得約 85% 的漲幅
技術指標顯示 50 日和 200 日 EMA 形成金叉，進一步強化了看漲動能
守住 52 美元支撐位可能爲衝向 72 美元鋪路；若跌破則有回撤至 40 美元區間的風險

重點摘要
對2023年9月至2025年12月期間的33,904份可疑活動報告的分析發現了127億美元可疑的加密貨幣轉移
加密貨幣服務提供商提交了所有報告的55%，標記了55億美元，而傳統銀行機構報告了64億美元
詐騙者系統性地將受害者資金轉換爲USDT，然後再通過去中心化平臺或外國交易所進行轉移
約25%的受害者報告涉及美國老年人，這與人口統計分佈一致

關鍵要點
AMC 首席執行官 Adam Aron 公開要求 Robinhood 停止提供與 AMC 掛鉤的代幣化產品，並警告將提起訴訟和向 SEC 投訴。
Robinhood 首席法律官、前 SEC 專員 Dan Gallagher 拒絕了這一要求，並挑釁 AMC“把你們的律師派來”。
有爭議的代幣本質上是代幣化債務工具，而不是真正的 AMC 股票，因此不提供投票權或股東特權。
美國本土交易者無法訪問這些代幣，這些代幣來自一家在澤西運營的 Robinhood 子公司。

重點摘要
一家在紐約證券交易所美國板塊上市的抵押貸款機構，已在 Injective 網絡上成功將價值超過 10 億美元的住宅抵押貸款數據代幣化
該計劃於 2025 年 12 月啓動，最初包含 1,259 條抵押貸款記錄，並在 2026 年 9 月擴展至 2,079 條記錄
每條代幣化記錄包含超過 500 個單獨數據點，包括借款人信息、貸款條款和風險指標
最終目標是遷移 29,000 多份抵押貸款合同，總價值超過 100 億美元
該公司還持有額外 1 億美元的 Injective 代幣儲備頭寸

要點總結
全國治安官協會（NSA）已放棄對《CLARITY法案》的反對立場，目前持中立態度
今年早些時候，NSA曾發出警告稱，該立法將爲加密混幣器規避反洗錢法規提供掩護
參議院於9月15日復會時，將進行一項程序性終止辯論投票
關鍵分歧仍未解決，其中包括民主黨對道德保障措施的要求
參議員返程後，衆議院最終表決纔會安排，因此在11月前通過的可能性極低

主要亮點
HYPE 飆升至 88 美元的歷史新高，過去 30 天漲幅超過 51%
一位身份不明的大戶已囤積 290 萬枚 HYPE 代幣，價值超過 2.2 億美元
Hyperliquid 協議在 2026 年已執行價值 3.79 億美元的 HYPE 代幣回購
技術指標顯示價格動能高於關鍵移動平均線，100 美元正成爲下一個重要里程碑
在特朗普總統討論 Hyperliquid 交易所可能在美國擴張後，市場情緒得到提振

TLDR
在強勁的美國就業數據公佈後，比特幣下跌超過 2%，這加劇了市場對美聯儲加息的猜測
BTC 從 81,300 美元回落，盤中一度跌至 78,600 美元低點，隨後反彈至 79,500–79,800 美元區間
儘管週五出現回落，比特幣仍保持本週上漲 3% 的勢頭——連續三週錄得正收益
市場評論員 Bull Theory 指出，BTC 在 20 天內驚人上漲 20,000 美元，導致創紀錄的 114 億美元槓桿交易被清算

要點速覽
9月4日，Robinhood Chain的區塊生產停止了超過14分鐘，導致整個網絡活動凍結
根據該鏈典型的100毫秒出塊時間，約有8,400個區塊間隔被錯過
Robinhood尚未發佈任何官方解釋或恢復時間表
HOOD股價在週五交易中一度下跌多達5.1%，隨後部分回升
該網絡持有24.6億美元資產，但在L2BEAT的去中心化評級中獲得最低分，低於Stage 0

主要亮點
埃隆·馬斯克已確認，特斯拉的Cybercab將支持PlayStation和Xbox遊戲主機的直接連接
這款自動駕駛汽車配備了一塊巨大的22英寸觸摸屏，內置娛樂、音樂流媒體和遊戲應用
未來整合Starlink V5技術後，將爲座艙內提供高速互聯網連接
特斯拉的robotaxi目前正在奧斯汀各地運送付費乘客，且沒有人工操作員
這一進展標誌着特斯拉從自有遊戲平臺轉向支持第三方主機系統

TLDR
Hawthorn完成FSC合併，將其銀行網絡擴展至27家網點
隨着Hawthorn完成FSC交易並擴大區域銀行佈局，HWBK股價上漲
完成FSC Bancshares收購後，Hawthorn Bank的網點數量達到27家
FSC合併通過22億美元的合併總資產提升了Hawthorn的規模
Hawthorn計劃於2027年第一季度完成Farmers State Bank客戶轉換
Hawthorn Bancshares已完成對FSC Bancshares的合併，將Hawthorn Bank在密蘇里州和堪薩斯州的網點擴展至27家。HWBK股價在早盤下跌後回升，上漲0.66%，至39.84美元。該交易拓寬了Hawthorn的區域覆蓋範圍，並將Farmers State Bank客戶納入其平臺。

要點總結
隨着惠普擴展其高端產品線並推出新的 OmniBook 筆記本電腦，HPQ 上漲 1.61%。
惠普發佈面向創作者、開發者和遊戲玩家的 OmniBook Ultra 16 和 X 14。
OmniBook Ultra 16 提供高達 128GB 內存以及強大的本地 AI 性能。
OmniBook X 14 憑藉 OLED 顯示屏和快速充電功能，進一步提升了便攜性能。
隨着惠普將高性能計算擴展到筆記本之外，它還預覽了 OmniDesk。
惠普公司（HPQ）股價在週五大幅走高，此前該公司通過面向 AI 的 OmniBook 機型擴充了其電腦產品線。在盤初回吐部分跌幅後，HPQ 反彈上漲 1.61%，至 32.44 美元，並守住了下午的大部分漲幅。此次發佈進一步強化了惠普面向創作者、開發者、遊戲玩家和高級用戶的高性能電腦佈局。