According to TechCrunch, Sequoia partner David Cahn analyzed that global AI infrastructure investment will reach $1.5 trillion by 2026, and the industry needs to achieve $3 trillion in revenue to recoup its costs. The current annualized revenue of Anthropic is $60 billion, and OpenAI's revenue for 2025 is approximately $13 billion.

[South Korean Brokerages Divided on SK Hynix Outlook, KB Securities and BNK Investment Securities Hold Differing Views] According to Etoday, KB Securities maintains a buy rating on SK Hynix, believing that the ADR listing will enhance global investor participation and drive a valuation re-rating. It also predicts that by 2027, the growth rate of DRAM and NAND production capacity will be lower than the growth rate of demand. BNK Investment Securities, on the other hand, argues that the rationale for hyperscale cloud service providers increasing investments in AI infrastructure is weakening, and the ADR listing will not significantly alter the valuation of SK Hynix's stock.

According to on chain analyst Yu Jin's monitoring, AllegraSeam, a giant whale, will transfer 20.22 million USDC to Hyperliquid and open an additional $22.8 million worth of SKHX at a price of $1480. Two days ago, another giant whale opened an SKHX worth $30 million for $1411. SK Hynix's US stock ADR is priced at $149, corresponding to a Korean stock price of $1490, and the current price is around this level.

According to Bitcoin.com, the budget bill signed by North Carolina stipulates that starting from January 1, 2027, the state will impose a 6% net transaction fee income tax on predictive market platforms such as Kalshi and Polymarket, recognizing the federal regulatory authority of the CFTC, while raising the sports betting tax rate from 18% to 23%.

According to on chain analyst Ai Yi's monitoring, Hyperliquid Whale (0x410... 75d08), which short sold 16 altcoins and made a profit of $3.5 million, proposed 7863 ETH from Spark one hour ago and then fully recharged it into Binance, suspected of selling; The whale transferred 6860 ETH, approximately 10.8 million US dollars, to the exchange a week ago.