Bitget has launched a USDT-settled perpetual contract for Arista Networks' stock (ANET), offering up to 20x leverage and 24/7 trading. With this addition, the exchange now supports 272 stock perpetual contracts in total.
AI-related U.S. stocks showed mixed moves in premarket trading, according to data cited by Odaily from MSX.COM. Among the names mentioned, CRWV fell 2.60%, while MRVL gained 0.42%. ANET slipped 0.22%, GOOGL rose 0.48%, and MU edged down 0.20%. Odaily also noted that MSX.COM is a decentralized real-world asset, or RWA, trading platform. The platform has cumulatively listed hundreds of RWA tokens tied to U.S. stocks and ETF underlyings. Examples cited in the report include AAPL, AMZN, GOOGL, META, MSFT, NFLX, and NVDA. The update was published as a brief market snapshot and focused on the premarket performance data alongside a short description of the platform providing the figures.
A JPMorgan buy-side survey dated Aug. 3 points to a gap between weak price action in semiconductor stocks and still-firm earnings expectations heading into results. The most closely watched name is ON Semiconductor, where investors remain sharply split over the SYNA deal. Some see the transaction as dilutive to the high-voltage data center narrative and at odds with prior management messaging around exiting non-core operations. Even so, positioning has shifted over the past month, with new longs and short covering increasing as ON moved from net short to slightly net short after roughly a 25% share-price pullback. Survey responses cited by TechFlowPost show buy-side estimates for ON’s second-quarter revenue, gross margin, EPS, third-quarter outlook and fiscal 2027 EPS all above company guidance. About 60% of respondents also expect ON to modestly raise its 2026 AI revenue target from the current roughly $500 million level, though expectations remain low. JPMorgan published similar survey results for Applied Materials, AMD, Arista, Coherent, Cisco, Lumentum, Sandisk and Western Digital. Across most of those names, average buy-side forecasts for revenue, gross margin and earnings per share came in above management guidance. The report’s central message is that investor earnings expectations across the semiconductor group remain stronger than the recent selloff might suggest.
Bitget has introduced what it calls the first cross-asset Unified Trading Account, or UTA, in the industry, bringing more than 370 assets into a single margin pool. The rollout includes 100 tokenized U.S. stock products under its rToken line, allowing eligible holdings to be used not only as investment exposure but also as margin and collateral inside one account. According to the company, users can combine cryptocurrencies, tokenized U.S. equities and other real-world-asset-related holdings in the same account for derivatives trading, leveraged positions and collateralized borrowing. Bitget frames the product as the third stage in the evolution of unified accounts: from single-currency margin systems, to multi-crypto margin pools, and now to a cross-asset framework that includes tokenized stocks and RWA products. The company said rToken can serve three functions inside UTA: holding exposure to the underlying asset’s price performance, contributing to account margin, and being pledged to borrow stablecoins. Bitget also said the 100 supported rToken assets cover large-cap U.S. names, broad market indexes, preferred shares, technology, semiconductors, AI infrastructure, finance, consumer, energy, healthcare and communications.
JPMorgan raised its global server shipment growth forecasts for 2026 through 2028, arguing that AI inference, rather than training alone, is becoming the main force supporting the market. The bank lifted its 2026 server shipment growth estimate from 15% to 22% and its 2027 forecast from 8% to 25%, saying enterprises need more inference servers as they put AI models into real-world applications. The report drew a clear contrast with the PC market. JPMorgan said first-half PC demand came in better than expected, but attributed that strength to pre-price-hike inventory loading by brands and replacement demand tied to Windows 10, factors it viewed as front-loading demand rather than signaling a durable recovery. For 2026, the bank expects PC shipments to fall 8%, including a 14% drop in consumer PCs and a 4% decline in commercial PCs. JPMorgan also argued that supply, not demand, is the real bottleneck in servers. It said server demand is running 35% to 40% higher year over year, but shipment growth in 2026 can only reach 22% because of constraints in CPUs, substrates, memory, PCBs, passive components and power devices. The report also highlighted uncertainty around Nvidia’s roadmap and said value creation is shifting toward component suppliers.
A viral clip from the Jack Neel Podcast revives the theory by Chinese-Canadian commentator Jack Xueqin Jiang that the CIA created Bitcoin as a deep state surveillance tool. Despite technical flaws, the theory has attracted 2.3 million subscribers.
A viral podcast clip has reignited claims that Bitcoin was created by the CIA or the U.S. deep state. But the argument presented by Jiang Xueqin lacks documentary evidence and has been challenged by crypto analysts citing Bitcoin’s open-source code and anti-centralization design.
GOAT, a Solana-based meme coin linked to the AI agent Truth Terminal, surged more than 1,660% in two weeks and climbed above a $700 million market cap, highlighting the growing power of AI-driven narratives in crypto.
