WhiteLine Daily, published by WuBlockchain, argues that recent earnings from CoreWeave, Supermicro and Lumentum point to the same shift in AI infrastructure: demand has not cooled in a meaningful way, but the main constraints on bringing capacity online are no longer just GPUs. The bottlenecks are moving toward financing, power, cooling, networking and optical interconnects. For Supermicro, the report says demand remains firm. Fourth-quarter revenue reached $11.1 billion, up about 93% year over year, new orders topped $60 billion, and the company guided for $65 billion to $72 billion in FY2027 revenue. Management said some revenue delays were tied not to GPU or server readiness, but to customer-side power, cooling and networking conditions. WhiteLine Daily said the next key variable is margin stability, with Q4 gross margin recovering to 17.5% from 9.9% in the prior quarter while FY2026 gross margin stood at 10.8%. Lumentum’s results showed a similar pattern from the optical side. Fourth-quarter revenue rose to $1.01 billion, up 109% year over year, while non-GAAP gross margin climbed to 50.4%. The note said tight supply in AI optical interconnects is now showing up not only in orders but also in profitability, with Sivers and IQE identified as downstream and upstream names to watch.

Bitget has added 25 stock tokens (rTokens) to the collateral list of its lending product, bringing the total number of supported collateral assets to 128. The newly listed instruments include rIVV, rKLAC and rSMCI, along with other popular US stocks and ETFs spanning technology, consumer and financial sectors. Users holding these tokens can pledge them as collateral to borrow USDT, USDC and more than 100 other crypto assets — a way to unlock liquidity without selling positions. rTokens follow a naming rule of the letter "r" plus a stock ticker, with Nvidia represented as rNVDA. They are issued by Reality, Bitget's licensed RWA protocol, and connect to Nasdaq, the NYSE and other global liquidity pools through a partnership with regulated broker Alpaca. Key features include 1:1 reserve backing with licensed custody, dividends distributed 1:1 in token form, and synchronized mapping of corporate actions such as stock splits. Holdings can also serve as joint margin for unified accounts and USDT-margined contracts.

Super Micro Computer posted revenue of $11.12 billion for the fourth quarter of fiscal 2026, nearly doubling from $5.76 billion a year earlier. The figure still came in below analyst expectations of $11.3 billion to $11.6 billion, with the company citing delays tied to customer readiness in power, cooling and networking. Even so, margins improved sharply. Gross margin reached 17.5%, above both the company’s preliminary range of 15% to 17% issued last month and its earlier forecast of 8.2% to 8.4%. Adjusted earnings per share came in at $1.70, well above the 92-cent analyst consensus, while net income rose to $1.17 billion from $195.2 million a year earlier. Super Micro also issued stronger forward guidance, projecting first-quarter revenue of $14.5 billion to $15.5 billion and fiscal 2027 revenue of $65 billion to $72 billion, both above Wall Street expectations. New orders topped $60 billion, backlog hit a record, and nine customers each generated more than $1 billion in revenue during fiscal 2026.

Binance said in an official announcement on Aug 5 that Cross Margin, the Unified Account mode and Unified Account Pro will accept 10 bStocks tokens as eligible collateral starting at 20:00 UTC+8 on Aug 5, 2026. The newly supported tokens are BitMine Immersion Technologies (BMNRB), Super Micro Computer (SMCIB), IREN Limited (IRENB), ASML (ASMLB), Netflix (NFLXB), AST SpaceMobile (ASTSB), Coherent (COHRB), Credo Technology (CRDOB), USA Rare Earth (USARB) and Astera Labs (ALABB). Corresponding bStocks trading pairs will also have leveraged trading enabled. Eligible users will be able to put these bStocks tokens to use as margin collateral. That widens the mix of collateral options available for margin trading on the platform. The change covers the cross margin account, the unified account mode and the unified account pro version, and all ten tokens are scheduled to become eligible at the same time: 20:00 UTC+8 on Aug 5, 2026. BlockBeats reported the update, citing Binance's official announcement.

Binance will add 10 bStocks tokens as eligible collateral assets on August 5, 2026, at 20:00, including BitMine, Super Micro Computer, IREN, ASML, Netflix, AST SpaceMobile, Coherent, Credo Technology, USA Rare Earth, and Astera Labs. Eligible users can use these tokens as margin collateral for cross margin, unified account mode, and unified account professional mode trading.

Crypto markets saw another mixed 24-hour session, with major exchange volume leaders mostly in the red while a handful of smaller tokens posted strong gains. BTC fell 1.06%, ETH slipped 0.44%, SOL lost 1.12%, and RE stood out with a 15.6% rise among the most actively traded names. OKX’s top gainers list was led by ZAMA, PROS, and RE, while msx.com’s crypto-linked stock leaderboard featured SMCI.M, SKHY.M, and TSLQ.M. On-chain meme activity tracked by GMGN centered heavily on Robinhood Chain. The broader news flow was equally busy. U.S. President Donald Trump said the federal government is expected to face a shutdown in September as Republicans and Democrats remain split on spending priorities. Samsung Electronics said at Galaxy Unpacked 2026 that Samsung Wallet will add stablecoin support and combine payments, rewards, and digital assets in one service. Kraken parent Payward is expanding xStocks beyond the U.S. by bringing equities from Hong Kong, the U.K., South Korea, and other markets on-chain. Other developments included a reported update on the CLARITY Act, the U.K.’s plan for a tokenized sovereign bond before early 2027, projections for crypto’s economic contribution to the U.S. in 2026, Japan’s possible launch of a Bitcoin ETF by 2028, and comments from Grayscale’s Zach Pandl on whether Bitcoin may already have bottomed.

U.S. stocks finished mixed on Wednesday, according to market data cited by ChainCatcher from Gate. The Dow Jones Industrial Average was initially down 0.01%, while the S&P 500 fell 0.14% and the Nasdaq declined 0.57% by the close. Among individual names, SpaceX (SPCX.O) dropped 6.7% and set a new closing low. Nvidia (NVDA.O) gained 2.3%, while SK Hynix (SKHY.O) fell 3.8%. Super Micro Computer (SMCI.O) jumped nearly 20%, and Dell (DELL.N) rose 9%. The Nasdaq Golden Dragon China Index closed down 1.8%, with NetEase (NTES.O) falling more than 6%. The move reflected a mixed session across major U.S. benchmarks and several closely watched technology-related stocks.

Super Micro Computer (SMCI.O) climbed as much as 25%, its largest rise since 2024, according to data from MSX.COM. The move came after the company had previously said its backlog would reach a record high by the end of fiscal 2026. It also said total new orders in the fourth quarter exceeded $60 billion. Those orders are expected to be delivered over the next several quarters. The stock move and the company’s order update were cited together in the market snapshot carried by Odaily. No additional details were provided in the brief. The report focused on the scale of the rally, the record backlog target, and the size and expected delivery timeline of the newly booked orders.