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Coinbase
2026-09-22 06:36:53

Coinbase teams up with League of Legends for Dr. Mundo dodgeball event, with 1 BTC for the winner

Coinbase said on X that it will work with League of Legends officials to host a Dr. Mundo dodgeball competition. Under the announced prize structure, the top eight participants will receive tickets to the championship final of the 2026 World Championship, while the overall winner will take home 1 BTC. The format is based on a community-created League of Legends duel mode known as “Mundo Dodgeball.” In that setup, both players use Dr. Mundo and face off by throwing the champion’s Q ability at each other. The announcement ties a crypto brand to a well-known gaming title through a themed competition, with rewards spanning both esports event access and a Bitcoin prize.

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Coinbase teams up with League of Legends for Dr. Mundo dodgeball event, with 1 BTC for the winner
Morgan Stanle
2026-09-22 06:14:08

Morgan Stanley says enterprise hardware spending stayed strong in Q2, with storage still early in the cycle

Morgan Stanley’s Sept. 21, 2026 IT hardware report argued that the key debate in enterprise hardware is no longer whether spending is strong, but how long the cycle can last. The bank said second-quarter revenue growth reached 87% for traditional servers, 34% for storage, and 14% for PCs, marking the fastest pace in more than a decade outside the pandemic period. Even so, valuation multiples fell after earnings for six of eight enterprise hardware names Morgan Stanley tracks, despite an average 12% upward revision to next-fiscal-year EPS. The firm’s main call is that storage remains in the early phase of an upswing, the server cycle is further along, and the PC opportunity has deteriorated quickly. Morgan Stanley said its top picks are P and SNX, followed by HPE. It kept Dell at Equal-weight, saying execution has been the strongest in the group but valuation already reflects much of that strength. HPQ remained Underweight as the bank pointed to pressure from both PC demand and margins. Morgan Stanley also highlighted a dense catalyst calendar over the next few weeks, including Dell’s COO event on Sept. 22, P’s analyst day on Sept. 23, SNX earnings on Sept. 24, HPE’s networking analyst day on Sept. 30, early IDC third-quarter PC data in early October, and monthly Taiwan ODM revenue updates before Oct. 10.

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Morgan Stanley says enterprise hardware spending stayed strong in Q2, with storage still early in the cycle
AI Agents
2026-09-22 05:59:38

Dreamforce 2026 puts AI agents under a revenue test as Salesforce shifts from seats to usage

Dreamforce 2026 has sharpened a question that has been building across U.S. equities after years of heavy AI infrastructure spending: when does all that compute turn into visible software revenue? The article argues that the market is starting to rotate from the hardware side of AI toward enterprise applications that can show measurable work completed, recurring revenue, and actual usage. Against that backdrop, Salesforce used the event and its latest quarterly disclosures to frame AI agents not as copilots that wait for prompts, but as digital workers that can operate across systems, over time, and with audit trails. The piece highlights several data points disclosed by Salesforce, including Agentforce ARR above $1.5 billion, combined Agentforce and Data 360 ARR near $3.9 billion, and 7 billion cumulative Agentic Work Units completed by Agentforce and Slack. It also points to customer examples, Flex Credits pricing, and new products such as AIforce, Claudeforce, and Agentforce Coworker. At the same time, it stresses that commercialization is still being tested. Margin pressure, the risk that usage revenue may not offset shrinking seat counts, and a widening security surface tied to non-human identities remain central issues. The broader takeaway is that AI may be entering a third phase: turning compute into productivity.

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Dreamforce 2026 puts AI agents under a revenue test as Salesforce shifts from seats to usage
CLARITY Act
2026-09-22 05:57:33

Why the CLARITY Act Stalled in the Senate and What Comes Next for U.S. Crypto Market Structure

The U.S. Senate failed on Sept. 15, 2026 to advance the Digital Asset Market Clarity Act, or CLARITY Act, after a procedural vote ended 49-50. The bill was not defeated on the merits, but it did not secure enough support to move into amendment, debate, and a final vote, leaving little time in the current Congress as the election calendar tightens. The setback matters because the bill was designed to answer several unresolved questions at the center of U.S. crypto regulation: when a token is treated as a security or a commodity, whether trading platforms should register with the Securities and Exchange Commission or the Commodity Futures Trading Commission, and under what conditions fundraising-related legal obligations tied to token sales can end. Its failure shifts the center of gravity back to regulators, courts, and the states. The debate also exposed unresolved fault lines over conflicts of interest, anti-money laundering rules for DeFi, and stablecoin rewards. With Congress stalled, the most likely near-term outcome is a patchwork approach: renewed legislative talks in a later session, more SEC and CFTC guidance and exemptions, and continued reliance on state licensing regimes.

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Why the CLARITY Act Stalled in the Senate and What Comes Next for U.S. Crypto Market Structure
Standard Char
2026-09-22 05:19:51

Standard Chartered says weaker real-rate drag could lift gold to $4,650 in Q4 2026

Standard Chartered said gold did not keep falling after the Federal Reserve raised rates by 25 basis points last week, a sign that the metal’s traditional inverse relationship with real interest rates is losing strength. The bank now expects gold to average $4,650 per ounce in the fourth quarter of 2026, above the current third-quarter average of about $4,350. Suki Cooper, Standard Chartered’s global head of commodities research, said structural drivers including de-dollarization, currency debasement and continued official-sector buying are supporting prices. The bank also pointed to weaker negative correlations between gold and both Treasury yields and real yields. Correlation with 10-year and 30-year U.S. Treasury yields is now close to -20% and -10%, while the inverse relationship with 2-year and 5-year real yields has also eased. At the same time, inflows into gold ETFs have continued to recover, with August inflows reaching 121 tonnes, the highest since September 2025. Standard Chartered said speculative positioning in gold is not notably crowded, and profit-taking ahead of the Fed’s September meeting has already reduced some long exposure, limiting the scope for additional selling after the rate hike. Still, the bank said the U.S. dollar remains the main near-term risk for gold.

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Standard Chartered says weaker real-rate drag could lift gold to $4,650 in Q4 2026
Policy Regula
2026-09-22 04:23:11

Nasdaq Closes at Record as AMD Tops $1 Trillion, While Oil’s Four-Day Slide Eases Inflation Fears

U.S. equities rallied after positive signals emerged from high-level China-U.S. trade talks in New York, with tech stocks leading the move. The Dow Jones Industrial Average rose 0.71%, the S&P 500 gained 1.49%, and the Nasdaq Composite jumped 2.26% to a record close. AMD surged 9.95% and crossed the $1 trillion market-cap mark for the first time, while Meta climbed 11.43% as its AI agent Muse topped free app rankings in the U.S. Oil prices, meanwhile, fell for a fourth straight session, with WTI settling at $95.78 a barrel and Brent at $100.34, both the lowest since Sept. 8. The drop in crude came even as St. Louis Fed President Alberto Musalem struck a hawkish tone, saying inflation is already present and policy rates may still need to move higher. Treasury yields were mixed, with the 10-year yield slipping to 4.951% and the 2-year hovering near 4.75%, flattening the curve further. Bitcoin rose above $87,000 as risk appetite improved, while investors also tracked AI policy comments from Donald Trump, U.N.-related geopolitical developments, and a packed calendar of events for Sept. 22 and Sept. 23.

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Nasdaq Closes at Record as AMD Tops $1 Trillion, While Oil’s Four-Day Slide Eases Inflation Fears
Policy Regula
2026-09-22 03:41:58

Seven Republican senators back stablecoin yield limits, complicating CLARITY Act debate

Techub News reported that seven Republican senators have voiced support for a bank-leaning measure that would limit stablecoin yields, adding a new complication to the legislative path of the CLARITY Act. The bill is being reviewed as a framework for cryptocurrency regulation in the United States, and stablecoin provisions have emerged as one of its central points of dispute. The report did not provide further details on the proposed restriction, but said the senators’ position could make the bill’s progress harder as lawmakers continue to debate how stablecoins should be treated under the broader crypto regulatory structure.

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Seven Republican senators back stablecoin yield limits, complicating CLARITY Act debate
HSBC
2026-09-22 03:15:37

HSBC lifts year-end U.S. Treasury yield targets, sees 10-year at 4.65% rather than 6%

HSBC has raised its year-end target for the U.S. 10-year Treasury yield to 4.65% from 4.30%, while saying the benchmark is more likely to end the year near that level than at 6%, a figure cited in some market views. The bank also increased its target for the two-year Treasury yield to 4.20% from 3.85%. According to the update, HSBC sees the Federal Reserve’s internal debate over another rate hike as finely balanced, with the odds of an additional increase close to 50-50. Even so, the bank still expects the Fed to keep rates in place through 2027. It added that persistent fiscal deficits are likely to keep pressure on the long end of the yield curve. HSBC also pointed to this week’s purchasing managers’ index readings, jobless claims data, and remarks from multiple Fed officials as the next tests for market expectations around the direction of yields. The item was cited by BeInCrypto.

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HSBC lifts year-end U.S. Treasury yield targets, sees 10-year at 4.65% rather than 6%