Michael Saylor: Strategy Increases $650 Million Reserve and Repurchases $109 Million STRC

[ChangXin Memory's Largest Short Position Faces Unrealized Loss of $2.255 Million, Total Funding Fee Paid $3.078 Million] Ai Yi disclosed that ChangXin Memory (CXMT)'s largest short position holds a $21.12 million 1x leverage short order. Based on the entry price of $6.50 and the current price of $7.28, the unrealized loss amounts to $2.255 million, with total funding fees paid reaching $3.078 million. The margin size for this position exceeds $40 million, and the liquidation price is $15.466.

Stripe has increased its holdings by 147 BTC, bringing its total holdings to 20167 BTC. （Cointelegraph）

According to The Information, Microsoft plans to increase the production of MAIA chips and release the next generation MAIA 300 chips in September 2026. Microsoft is in talks with TSMC to ensure the delivery of over 300000 MAIA chips by 2027.

Intel plans to raise approximately $15 billion through a public offering of common stock to support investments in AI computing, self-developed chips, advanced packaging, external wafer foundry services, and physical AI businesses. Underwriters have an additional over allotment option to purchase up to $2.25 billion worth of stock. Affected by fundraising news, Intel's stock price fell 4.62% before trading. This year, the scale of AI capital expenditure is expected to reach $1 trillion, and Goldman Sachs predicts that the capital expenditure of large-scale cloud vendors will rise to $1.4 trillion by 2027.

White House economic advisor Kevin Hassett has stated that if Federal Reserve Governor Lisa Cook is removed from her position due to related allegations, she will not take over her position. Kevin Hassett stated that the allegations against Lisa Cook are a matter of law enforcement investigation and expressed the hope that Lisa Cook is innocent. Kevin Hassett stated that if he were to participate in decision-making, he would prefer to maintain the current interest rate level or implement a rate cut. Kevin Hassett believes that US inflation is easing, while supply side growth momentum remains strong, providing space for a more relaxed policy environment.