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According to the latest stock spot exchange ranking released by RootData, Binance, Bitget, and Gate rank in the top three. This list is based on public transaction and order book data, comparing the trading scale, liquidity, and active products of the stock spot market of exchanges, and showcasing the coverage of stock products and brokerage channels.Binance ranks first with a score of 83.65, a 24h public order book transaction volume of approximately $294 million, and a market share of 50.82%.Bitget ranks second with a score of 75.54, a 24h public order book transaction volume of approximately $45.3554 million, and a market share of 7.83%.Gate ranks third with a score of 74.76, a 24h public order book transaction volume of approximately $75.8254 million, and a market share of 13.09%.The combined market share of the three is approximately 71.74%. Among them, Binance alone occupies 50.82%, exceeding half of the total market share, demonstrating a significant head effect.

According to official data, Ondo Perps has a total trading volume approaching $7 billion. In addition, the platform now supports traders using tokenized gold and silver as effective capital for collateralizing perpetual futures positions.It is reported that built on Ondo Finance technology, Ondo Perps allows users to directly use tokenized stocks and ETF holdings as margin for perpetual contracts, offering up to 20 times leverage for investors outside the United States. The trading targets include stocks such as Tesla (TSLA), Nvidia (NVDA), Apple (AAPL), as well as commodities like gold and silver.

According to OnchainDataNerd monitoring, Amber Group (@ambergroup_io) related addresses withdrew approximately $9.97 million in assets from Binance 10 hours ago, involving five types of tokens.This withdrawal includes 38.89 million ENA (approximately $3.58 million), 28,262 AAVE (approximately $2.52 million), 1,140 ETH (approximately $218,000), 2,017 BNB (approximately $120,000), and 59,202 LINK (approximately $490,000).

Japanese Bitcoin treasury company Remixpoint released a performance announcement for its cryptocurrency operations. As of July 31, 2026, the company's Bitcoin lending principal amounted to approximately 1,501.27 BTC, with a total borrowing fee of about 12.44 BTC, approximately 133 million yen, accumulated from February to July.In addition, it has staked approximately 901.45 ETH and about 13,920 SOL, with total staking rewards amounting to approximately 28.89 million yen.

According to The New York Times, Chinese AI models are rapidly gaining popularity in the African developer community due to their low cost, open-source customization, and better handling of local languages, while leading American models like OpenAI and Anthropic are primarily closed-source and paid. Ugandan developer Ernest Mwebaze chose Alibaba's model over Meta or Google products when building a multilingual AI system called Sunflower aimed at local languages, which is now widely used by local farmers to obtain weather and planting information.The report states that similar adoption trends are spreading in countries like Kenya, Nigeria, and Ghana, covering multiple fields such as law, education, and business services. Chinese open-source models (such as DeepSeek and Qianwen) allow for free download and modification, while leading American models are often closed-source and paid, creating significant cost and accessibility differences in middle- and low-income countries. Industry insiders point out that the rapid penetration of Chinese AI in Africa is bringing long-term competitive pressure to American AI giants.

The research organization SemiAnalysis released an analysis indicating that Google DeepMind is no longer among the leading AI laboratories. A week prior, DeepMind co-founder Demis Hassabis stepped back from daily operations, and key members such as Google Chief Scientist Jeff Dean and Gemini co-lead Oriol Vinyals left to establish a new lab called Discovery Loop. The analysis suggests that the long-term struggle within Google over computing power allocation between Gemini and GCP has concluded with GCP emerging victorious.SemiAnalysis stated that Gemini 3.5 Pro has been canceled, and Gemini 3.6 Flash's performance is inferior to that of leading Chinese open-source models and Grok 4.5. Currently, Gemini has fallen to the 8th or 9th position in the large model rankings. Meanwhile, GCP is selling a large number of TPUs to competitors like Anthropic, having secured long-term leasing and sales contracts for hundreds of thousands of TPUs over the past nine months. The Tokenomics model estimates that Gemini's own ARR is about $12 billion, while GCP's third-party AI cloud service revenue is expected to exceed $73 billion by the end of 2027, with TPU system sales contributing an additional over $120 billion. GCP's latest quarterly growth rate is 82%, and it is expected to accelerate to over 100% by 2027 due to TPU system sales, contributing approximately $3 to Google's earnings per share.

Bank of America reiterated its "Buy" rating on SpaceX after the earnings report, maintaining a target price of $235, which is approximately 87.5% higher than the reference price of $125.33 after the earnings report. Bank of America believes that its bullish logic is no longer primarily based on the rocket launch business, but rather on the AI infrastructure business.Bank of America expects SpaceX's AI business revenue to approach $24.5 billion by 2026, accounting for more than half of the company's total revenue forecast. Meanwhile, the collaboration with Anthropic has been contributing revenue since May of this year, and the computing power collaboration with Google is expected to start in October this year. As a result, Bank of America has raised its performance forecasts for the next few years: the revenue forecast for 2026 has been raised by about 15% to $46.9 billion; the revenue forecast for 2027 has been raised by about 29% to $100.7 billion; the revenue forecast for 2028 has been raised by about 29% to $184.8 billion.However, Bank of America also expects that as capital expenditures continue to expand, SpaceX will still maintain large negative free cash flow in the coming years. It estimates: free cash flow of -$43.6 billion in 2026; -$45.4 billion in 2027; and -$37.4 billion in 2028.

According to Nasdaq's Q1 2026 financial report and the 8-K filing submitted to the SEC, its 23-hour trading system (23/5) has been approved by the U.S. Securities and Exchange Commission (SEC) and will officially launch on December 6, 2026.At that time, the U.S. stock market will only be closed for 1 hour each day (Eastern Time 20:00-21:00) for system clearing and data processing, remaining open for trading for the other 23 hours.

According to Bloomberg, to advance the landmark cryptocurrency legislation "Clarity Act," bipartisan senators have proposed an ethical provision to Trump that may include a clause allowing the president to defer capital gains tax on his cryptocurrency assets. The proposal requires the president to divest from cryptocurrency-related businesses, and the relevant terms are still being negotiated between the White House and lawmakers. In June 2025, Trump reported that his family's cryptocurrency business generated over $1.4 billion in revenue, indicating that most of his income has come from digital assets benefiting from his own policies. Democratic senators have made strong ethical provisions a condition for supporting the bill, which aims to clarify the regulatory authority over the cryptocurrency industry.

According to the official announcement, Bitget has upgraded the stock spot (rToken) fee structure. While maintaining a base fee rate of 0.05%, high-level VIP and PRO users can enjoy lower tier exclusive rates; using BGB to offset fees also provides a 20% discount.Among them, after applying the BGB offset, the VIP user Maker rate is as low as 0%, and the Taker rate is as low as 0.024%; the PRO user Maker rate is as low as 0.008%, and the Taker rate is as low as 0.01752%. During regular trading hours for U.S. stocks, orders will be routed to the underlying market via StockRoute and charged uniformly at the Taker rate; during weekends and holidays, internal matching periods will differentiate between Maker and Taker rates.

According to BlockBeats' in-depth article "Using a Gate Account to Experience Four Types of Stock Products," the article points out that as traditional financial assets and cryptocurrency trading scenarios continue to merge, users' trading needs for assets such as stocks, indices, and gold have expanded from simple holding to trading, hedging, and asset management. Gate integrates four types of products—stocks, tokenized stocks, stock perpetual contracts, and CFDs—through a TradFi account system, providing users with trading options covering U.S. stocks, Hong Kong stocks, Korean stocks, and various global assets.The article states that Gate's stock focus is on real stock trading and long-term asset allocation needs; gStocks tokenized stocks bring stock assets into the crypto ecosystem, supporting more flexible asset application scenarios; stock perpetual contracts meet short-term trading and risk hedging needs; CFDs cover multi-asset strategies including stocks, indices, foreign exchange, gold, and commodities. The article believes that Gate's differentiation lies in combining the funding system familiar to crypto users, 24/7 trading capabilities, and traditional financial products, thereby lowering the barriers to cross-market trading. By continuously improving its TradFi product layout, Gate is further promoting the connection between the crypto market and the traditional financial system, providing users with a more efficient global asset trading experience.

Cloudflare announced its Q2 2026 financial report, with revenue of $696.1 million, a year-on-year increase of 36%; GAAP operating loss of $205.7 million, non-GAAP operating profit of $96.1 million (profit margin of 13.8%); GAAP net loss of $170 million, non-GAAP net profit of $107.8 million (diluted earnings per share of $0.29). Operating cash flow was $117.6 million, free cash flow was $56.4 million (profit margin of 8%), and cash and cash equivalents totaled $4.163 billion at the end of the period.CEO Matthew Prince stated that as the internet transitions to AI question-and-answer engines and agent-driven businesses, it is undergoing a fundamental restructuring towards machine-to-machine traffic. Cloudflare positions itself as a core service provider for "agent internet" infrastructure, development tools, and payment tracks. The company expects Q3 revenue to be between $736 million and $737 million, with non-GAAP operating profit between $129 million and $130 million, and has raised its full-year revenue guidance to between $2.864 billion and $2.870 billion. The current cRPO has increased by 35% year-on-year.

Cathie Wood's Ark Invest bought about $21 million worth of Block stock on Thursday when Block Inc's stock price fell by 6%, while also purchasing about $2.3 million in SpaceX stock.According to Gate market data, SpaceX rebounded over 6% on Thursday, after a drop of 13% the previous day.

The on-chain financial experimental team TokenWorks announced that it has increased the proportion of fees from its Fake World Assets (FWA) protocol used for buybacks from 80% to 100%.TokenWorks also updated the distribution ratio of the repurchased tokens: 40% allocated to buyers, 30% allocated to depositors, and 30% for destruction. The v4 pool trading still retains a 1% fee for TokenWorks.

Federal Reserve's Musalem stated that the future growth of AI productivity is highly uncertain, with risks leaning towards high inflation.

The Federal Reserve's Musalem stated that the unemployment rate is approaching the long-term equilibrium level.

According to monitoring by Catcher Predict, in the "New York Mets vs Cleveland Guardians" event on the prediction market Polymarket, the "New York Mets" option in the sub-market "Spread -1.5" has experienced significant fluctuations in winning probability, dropping sharply from 61.5% an hour ago to the current 37% (a fluctuation of 24.5%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the prediction market Polymarket for the event "National Bank Open: Talia Gibson vs. Ekaterina Alexandrova," the sub-market "National Bank Open: Talia Gibson vs. Ekaterina Alexandrova" has seen the winning probability for the option "Talia Gibson" fluctuate dramatically, dropping from 53.5% an hour ago to the current 37.5% (a fluctuation of 16%). Please note the impact of related breaking news.

According to The Information, fintech company Stripe is in exclusive acquisition talks with AI model aggregation platform OpenRouter, with a deal valuation of approximately $10 billion. Sources reveal that OpenRouter had previously received acquisition interest from several large tech companies, but Stripe has now entered exclusive negotiation stages. The related deal has not yet been finalized, and specific terms may still change.OpenRouter was founded in 2023 and is positioned as an AI infrastructure platform that connects users with various large language models, allowing developers to call AI models from companies like OpenAI, Anthropic, and Google through a unified interface, and choose different models based on performance, price, and availability. As enterprises accelerate the adoption of generative AI, the importance of AI model calling infrastructure and model routing services continues to rise. OpenRouter has become a key intermediary in the AI application development ecosystem by providing model aggregation, traffic allocation, and cost optimization capabilities.If the deal is completed, it will become one of Stripe's significant moves in the AI field in recent years. Stripe has primarily focused on payment infrastructure, financial services, and enterprise software, and acquiring OpenRouter may further drive its expansion into the AI developer infrastructure space. Market participants believe that as the number of AI models rapidly increases, infrastructure companies that connect different models, optimize calling costs, and manage AI workflows are gaining more attention, and OpenRouter's potential high valuation also reflects investors' optimism about growth opportunities in the AI application layer and infrastructure layer.