Blockonomi

Key Highlights
Major indices approached all-time highs fueled by robust corporate results and artificial intelligence enthusiasm
Snowflake (SNOW) skyrocketed more than 35% following stellar quarterly results and a massive $6 billion Amazon Web Services partnership
Unusual Machines soared up to 67% amid speculation about Pentagon funding for domestic drone production
Crude oil prices experienced dramatic volatility, with Brent briefly hitting $93 before retreating on diplomatic developments between Washington and Tehran
Semiconductor leaders like Marvell and AMD remained in focus as the AI infrastructure buildout continued
Equity markets extended their advance Thursday as impressive quarterly earnings and renewed artificial intelligence optimism bolstered investor sentiment. The S&P 500 and Nasdaq Composite both flirted with record territory throughout trading.
Oil emerged as the session’s most volatile asset. Brent crude temporarily spiked to $93 per barrel following escalating geopolitical tensions in the Middle East involving Iran. However, prices reversed course after media reports indicated potential diplomatic progress between the United States and Iran.
Energy markets remain under close scrutiny by market participants. A sustained climb in petroleum prices could reignite inflationary pressures and potentially alter the Federal Reserve’s monetary policy trajectory.
Snowflake (SNOW) Rockets 35% Following Stellar Earnings and Major AWS Partnership
Thursday’s standout performer was undoubtedly Snowflake. The cloud-based data platform provider exploded higher by more than 35% after delivering quarterly earnings that substantially exceeded analyst projections and upgrading its full-year revenue guidance.
Snowflake simultaneously unveiled a five-year AI infrastructure collaboration with Amazon Web Services valued at approximately $6 billion.
The impressive performance eased investor anxieties that artificial intelligence advancements might undermine established software enterprises. Company executives emphasized that customer appetite for AI-powered solutions is intensifying rather than diminishing.
The positive momentum rippled through the broader software sector. Oracle, MongoDB, and ServiceNow all registered gains in Snowflake’s wake.
Numerous software companies had faced headwinds throughout 2026 amid concerns that generative AI applications could cannibalize traditional revenue streams. Snowflake’s quarterly performance suggested the contrary, demonstrating that AI is functioning as a growth catalyst rather than a disruptive threat.
Defense Drone Stocks Skyrocket on Government Funding Speculation
Military and drone-related stocks posted explosive gains Thursday. Market chatter intensified around potential increased federal funding earmarked for American-based drone manufacturers.
Unusual Machines surged as much as 67% intraday. The dramatic price movement followed reports suggesting the company could be positioned to benefit from anticipated Pentagon procurement initiatives.
The buying frenzy extended throughout the defense technology space. AeroVironment and Kratos Defense & Security Solutions also attracted strong investor demand as traders positioned for companies likely to capture expanded military and intelligence surveillance budgets.
Heightened Middle Eastern geopolitical instability has amplified investor attention toward defense technology equities. Market observers note the unmanned aerial vehicle sector has emerged as one of the equity market’s most dynamic investment themes as nations worldwide expand defense appropriations.
Semiconductor Stocks Maintain Strength Amid Persistent AI Demand
Semiconductor equities remained prominently featured throughout the trading session. Marvell Technology advanced after posting quarterly results that exceeded Street estimates.
Advanced Micro Devices climbed as capital continued flowing into AI infrastructure-focused investments.
Thursday’s trading action underscored a marketplace still predominantly oriented toward artificial intelligence expansion and earnings strength. Crude oil volatility and Middle Eastern geopolitical developments represent ongoing risks commanding investor attention.
For the present, solid corporate profitability continues underpinning the market’s upward trajectory.
The post AI Momentum Fuels Market Rally: Snowflake (SNOW) Soars 35% on Earnings Blowout appeared first on Blockonomi.

Điểm nổi bật chính
Công ty Seven Grand Managers LLC đã mua 3 triệu cổ phiếu ACHR với giá trị khoảng 22,56 triệu đô la trong quý 4
Cổ phiếu mở cửa vào thứ Năm ở mức 6,53 đô la, tương đương với mức tăng khoảng 6,56%
Kết quả quý 1 cho thấy lỗ EPS là -0,28 đô la so với ước tính đồng thuận là -0,25 đô la; doanh thu đạt 1,60 triệu đô la so với kỳ vọng 1,66 triệu đô la
Sự tiến bộ trong việc cấp phép FAA và tham gia vào chương trình taxi hàng không của UAE đang cải thiện tâm lý thị trường
Các nhà phân tích Phố Wall duy trì một đồng thuận “Mua vừa phải” với mức giá mục tiêu trung bình là 11,83 đô la

Điểm Nổi Bật
Cổ phiếu Arm tăng 13% trong phiên giao dịch thứ Tư, đạt đỉnh intraday ở mức $345.60
Mizuho Securities đã nâng dự báo giá từ $290 lên $360 trong khi giữ nguyên đánh giá Outperform
Mức mục tiêu đã điều chỉnh cho thấy tiềm năng tăng giá khoảng 19% từ mức đóng cửa trước đó của Arm là $302.71
Việc đạt được $360 sẽ thiết lập một mức cao kỷ lục mới cho nhà thiết kế bán dẫn này
Việc nâng cấp phản ánh kỳ vọng về nhu cầu DRAM bền vững kéo dài đến năm 2027 và sự mở rộng trong lĩnh vực bộ nhớ băng thông cao

Điểm nổi bật chính
Claude Opus 4.8 đại diện cho một bước tiến đáng kể so với phiên bản Opus 4.7 trước đó, với khả năng lập trình được cải thiện và lý luận vượt trội
Kiểm tra chuẩn cho thấy mô hình vượt qua hiệu suất của cả GPT-5.5 của OpenAI và Gemini 3.1 Pro của Google qua nhiều đánh giá
Người dùng giờ đây có thể tùy chỉnh cường độ xử lý thông qua một tính năng kiểm soát nỗ lực sáng tạo, phù hợp với yêu cầu của từng nhiệm vụ
Mô hình mới nhất cho thấy cải thiện gấp bốn lần trong việc phát hiện lỗi lập trình mà trước đây không được chú ý

Key Highlights
JPMorgan assigned Oracle an Overweight rating with a $210 price objective, driving ORCL shares up 2.4% during pre-market hours
The company secured a massive $30 billion cloud infrastructure agreement with the federal government in early 2026
Third-quarter IaaS revenue reached $4.89 billion, representing an 84% annual increase; RPO skyrocketed to $553 billion
Oracle exceeded Q3 projections with earnings per share of $1.79 compared to the anticipated $1.71, while revenue totaled $17.19 billion
Wall Street analysts maintain a Moderate Buy consensus rating with an average target price of $261.46
Shares of Oracle (ORCL) advanced 2.4% during Wednesday’s pre-market session following JPMorgan’s decision to begin coverage with an Overweight designation and establish a $210 price objective.
JPMorgan analyst Mark Murphy highlighted a more favorable risk/reward dynamic, observing that market sentiment toward Oracle had shifted dramatically from “unwavering optimism to pervasive skepticism” regarding the company’s fiscal 2030 objectives — suggesting the negative sentiment may be overdone.
The general market context made Oracle’s performance particularly notable. With the S&P 500 trading flat, the Dow Jones showing minimal movement, and the Nasdaq essentially unchanged, Oracle’s gains stood out as company-specific momentum.
The timing of JPMorgan’s coverage initiation follows a transformative period for the enterprise software giant. Oracle finalized a $30 billion cloud infrastructure agreement with federal authorities in early 2026 — representing one of the most substantial cloud computing contracts in history.
This landmark agreement solidified Oracle’s role as a critical AI computing infrastructure provider for sensitive government operations, including national security and defense applications.
Compelling Financial Performance Supports Optimistic Outlook
Oracle’s latest quarterly financial disclosure provided substantial evidence supporting bullish analyst perspectives. The company delivered third-quarter earnings per share of $1.79, surpassing Wall Street’s $1.71 consensus forecast, while revenue reached $17.19 billion versus analyst expectations of $16.91 billion.
Total revenue climbed 21.7% compared to the prior-year period. Infrastructure as a Service revenue specifically totaled $4.89 billion, marking an impressive 84% year-over-year surge.
The most striking metric: Remaining Performance Obligations soared to $553 billion, representing a remarkable 325% annual increase. This enormous deferred revenue figure reflects substantial long-term AI-related contracts.
For the fourth quarter of 2026, Oracle projected earnings per share between $1.96 and $2.00, with full-year analyst consensus estimates settling at $6.08 per share.
Institutional Ownership Continues Strong
Huntington National Bank expanded its Oracle holdings by 0.6% during the fourth quarter, concluding the period with 672,225 shares representing approximately $131 million in market value.
Additional institutional investors joined the buying activity. Brighton Jones LLC dramatically increased its Oracle position by 189.3% in Q4, while both Revolve Wealth Partners and United Bank expanded their respective stakes. Institutional and hedge fund investors collectively control approximately 42.44% of outstanding shares.
Regarding insider transactions, Executive Vice President Stuart Levey divested 15,000 shares on April 16th at an average transaction price of $176.19, generating proceeds of $2.64 million. This disposition occurred pursuant to a predetermined Rule 10b5-1 trading arrangement.
Wedbush Securities recently elevated its Oracle price target from $225 to $275, reaffirming an Outperform recommendation. Meanwhile, Citigroup maintains a Buy rating with an ambitious $320 price objective.
The overall analyst community currently assigns Oracle 3 Strong Buy recommendations, 29 Buy ratings, 9 Hold ratings, and a single Sell rating. The consensus price target across analysts averages $261.46.
The stock has traded within a 52-week range spanning $134.57 to $345.72. Shares were changing hands near $190.73 prior to Wednesday’s pre-market advance.
The post Oracle (ORCL) Stock Surges Following JPMorgan’s Overweight Rating and Massive Contract Backlog appeared first on Blockonomi.

Quick Summary
Planet Labs announces Q1 2027 financial results after trading ends on June 4
Options pricing suggests approximately 10% volatility; PL exceeded this forecast in 5 of its previous 8 quarterly reports
Shares hovering around $50.35, approaching the 52-week peak of $51.13, climbing 4.2% during Thursday’s session
Wall Street forecasts a $0.03 loss per share with $90 million in quarterly revenue
Analyst rating consensus stands at “Hold” with a mean price objective of $30.61 — significantly beneath today’s valuation
Planet Labs (PL) is set to unveil its Q1 2027 financial performance following the closing bell on June 4, with options contracts indicating potential price movement of approximately 10% in either direction.
While a double-digit percentage swing may appear substantial, it’s relatively modest for PL based on historical patterns.
Shares began Thursday’s trading session at $50.35, gaining 4.2%, hovering near the 52-week peak of $51.13. Twelve months prior, PL traded at a mere $3.66.
Street estimates point to a quarterly loss of $0.03 per share alongside $90 million in revenue.
The company’s earnings conference call is slated for 5:00 PM ET on June 4.
Historical Volatility Patterns
Planet Labs frequently delivers price swings that surpass options market expectations.
During five of its most recent eight quarterly announcements, actual stock movement exceeded implied volatility projections. The June 2025 report triggered a remarkable 50.1% surge despite options pricing in only 13.7%. December 2025 witnessed a 48.4% shift against a 19.1% implied forecast.
The March 2026 earnings release produced a 33% movement compared to the 19.2% expectation.
However, outcomes don’t always exceed predictions. March 2025 saw merely a 5.3% decline against a 10.3% implied range. The most dramatic negative reaction occurred in September 2024, when shares plummeted 29.1%.
Consequently, the current 10% implied volatility heading into June 4 shouldn’t be viewed as an upper boundary.
Wall Street’s Perspective and Valuation Targets
Analyst sentiment regarding the stock reveals notable division.
Current coverage includes six Buy recommendations, three Hold ratings, and three Sell opinions. The overall consensus registers as “Hold” with a median price objective of $30.61 — representing approximately 39% downside from present trading levels.
Recent analyst actions include Citigroup upgrading its target to $35 while maintaining a Buy stance, plus Needham and Cantor Fitzgerald both elevating projections to $40 following March’s earnings disclosure.
Conversely, New Street Research launched coverage during May with a Sell designation and $28 price target.
Current trading levels sit substantially above both the 50-day moving average of $36.74 and the 200-day moving average of $26.12 — indicating powerful upward momentum.
Insider transactions show increased selling activity. CFO Ashley Johnson divested 200,000 shares at $35.10 during early April. Robert Schingler, another insider, sold 73,683 shares at $35.07 approximately the same timeframe. Both transactions occurred through predetermined Rule 10b5-1 trading arrangements.
Meanwhile, institutional participation continues expanding. Van ECK Associates enlarged its position by 320.3% during Q4. Invesco grew its holdings by 265.6% in Q3. Goldman Sachs expanded its stake by 7.9% throughout Q4.
Institutional and hedge fund investors collectively control 41.71% of outstanding PL shares.
The quarterly earnings announcement arrives after market close on June 4, followed by the conference call at 5:00 PM ET.
The post Should You Buy Planet Labs (PL) Stock Ahead of Its June 4 Earnings Report? appeared first on Blockonomi.

Điểm nhấn chính
Manuvir Das gia nhập ban giám đốc của Western Digital kể từ ngày 26 tháng 5, mang theo kinh nghiệm phong phú trong lĩnh vực AI doanh nghiệp.
Trước đây, Das đã lãnh đạo bộ phận tính toán doanh nghiệp của Nvidia, thúc đẩy các sáng kiến AI doanh nghiệp.
Sự nghiệp của ông bao gồm các vị trí lãnh đạo tại Dell EMC và 14 năm làm việc tại Microsoft trong phát triển Azure.
Cổ phiếu WDC đã tăng vọt hơn 900% trong 12 tháng, hiện đang dao động gần đỉnh $547.
Sự mở rộng ban giám đốc nâng tổng số thành viên lên chín, duy trì sự giám sát độc lập mạnh mẽ với tám thành viên bên ngoài.

Điểm mấu chốt
Benchmark đã hơn gấp đôi mục tiêu giá MRVL lên $275 từ $130 trong khi xác nhận khuyến nghị Mua
Sau khi công bố lợi nhuận Q1, cổ phiếu MRVL đã có một đợt tăng giá sau giờ giao dịch trước khi giảm 3–4%
Cổ phiếu đã tăng 208% so với năm trước, 126% trong 6 tháng qua, và 26% chỉ trong tháng vừa qua
Sự lạc quan của các nhà phân tích tập trung vào dự báo doanh thu tăng tốc cho các năm tài chính 2027 và 2028 trên nhiều danh mục sản phẩm
Một làn sóng các công ty Wall Street—bao gồm Deutsche Bank, BofA, KeyBanc, Cantor Fitzgerald, và TD Cowen—đã nâng cấp mục tiêu giá của họ

TLDR
Major U.S. stock indexes including the S&P 500 and Nasdaq reached unprecedented levels following news of a potential U.S.-Iran ceasefire agreement
Market volatility measured by the VIX index plummeted to its lowest point since late January, dipping under 16
Cloud data platform Snowflake experienced a dramatic rally of approximately 35% following exceptional quarterly results and upgraded forecasts
The PCE inflation gauge for April showed a yearly rate of 3.8%, though monthly gains of 0.4% came in below forecasts
Final authorization from President Trump for the proposed 60-day ceasefire framework remains pending
Equity markets experienced significant gains Thursday as news broke regarding a potential 60-day memorandum of understanding between United States and Iranian negotiators aimed at prolonging the current ceasefire.
The S&P 500 advanced between 0.4% and 0.5% throughout trading hours, surpassing the 7,500 threshold and touching an intraday high of 7,556.52. The tech-heavy Nasdaq Composite climbed 0.6%, with both benchmarks establishing new all-time records. Meanwhile, the Dow Jones Industrial Average remained relatively flat, advancing roughly 17 points.
E-Mini S&P 500 Jun 26 (ES=F)
According to Axios, citing two U.S. government officials and a regional contact, the proposed framework would also establish parameters for continued discussions regarding Iran’s nuclear ambitions. Nevertheless, President Donald Trump has yet to provide his final endorsement of the arrangement.
Subsequently, the White House dismissed a separate account of a memorandum of understanding as “a complete fabrication,” prompting investors to maintain a degree of caution.
Market Volatility Tumbles to Four-Month Minimum
Investor anxiety subsided considerably during Thursday’s session. The CBOE Volatility Index descended beneath the critical 16 threshold, reaching an intraday minimum of 15.73. This marked its weakest level since January 23.
The VIX’s decline signaled strengthening investor confidence surrounding geopolitical developments. Market participants shifted capital toward riskier assets as apprehension regarding the U.S.-Iran confrontation diminished.
David Wagner, head of equities at Aptus Capital Advisors, noted that market participants had been anticipating some form of memorandum of understanding. He observed that discretionary equities typically rally initially in response to such developments.
Oil prices retreated from elevated levels following the ceasefire announcement. West Texas Intermediate crude traded above $89 per barrel, while Brent futures hovered around $95 per barrel. Both benchmarks had climbed earlier in the session after Iran’s Revolutionary Guard announced it had struck a U.S. military installation.
Snowflake Experiences Dramatic 35% Rally Following Results
Snowflake emerged as Thursday’s most impressive performer. The company’s stock price skyrocketed approximately 35% after the cloud data analytics provider exceeded first-quarter profit and revenue projections, subsequently providing second-quarter guidance that surpassed analyst expectations.
The firm’s announcement of a $6 billion commitment to Amazon Web Services spanning the next five years further bolstered investor enthusiasm.
Regarding inflationary pressures, the Personal Consumption Expenditures price index for April increased 0.4% on a monthly basis. The year-over-year measurement registered at 3.8%. The monthly figure came in below the 0.5% consensus estimate among economists.
While the annual rate continues to exceed the Federal Reserve’s 2% objective, the more moderate monthly increase provided market participants with optimism that inflationary pressures might be beginning to moderate.
Secretary of State Marco Rubio indicated earlier in the week that negotiations with Iran had advanced and that the administration favors a diplomatic resolution through negotiation.
The post S&P 500 Reaches All-Time Peak Amid Reports of U.S.-Iran Ceasefire Agreement appeared first on Blockonomi.

TLDR:
Polkadot đã cắt giảm phát hành DOT hàng năm xuống 53.6% vào tháng 3 năm 2026, giới thiệu một giới hạn cung cứng cứng là 2.1 tỷ DOT.
Cosmos IBC đã hoạt động trên hơn 115 mạng vào năm 2026, dẫn đầu Polkadot về khối lượng giao dịch chuỗi chéo thực tế.
IBC Eureka được ra mắt vào tháng 4 năm 2025, cho phép kết nối trực tiếp giữa Ethereum và Cosmos mà không cần bọc tài sản.
Polkadot đứng thứ nhất về số lượng cam kết của nhà phát triển vào năm 2026, nhưng TVL DeFi của nó vẫn dưới 300 triệu đô la trên toàn hệ sinh thái.
Polkadot và Cosmos đều giải quyết vấn đề tương tác blockchain, nhưng thông qua các mô hình kỹ thuật trái ngược nhau. Polkadot kết nối các chuỗi với một Relay Chain trung tâm để chia sẻ bảo mật.

Key Takeaways
Ondas delivered Q1 2026 revenues of $50.1 million, representing year-over-year expansion exceeding 1,000%, with full-year guidance raised to a minimum of $390 million
Red Cat achieved 849% annual revenue growth in Q1 2026, while gross margins improved by an impressive 64.8 percentage points
Ondas operates a diversified autonomous systems and counter-drone portfolio but continues operating at a loss
Red Cat presents a more concentrated military drone investment thesis with marginally stronger Wall Street backing
Street price targets hover near $17.25 for Ondas and between $20.50–$20.67 for Red Cat, with both receiving Buy-equivalent consensus recommendations
The small-cap drone sector has captured significant investor attention throughout 2026. Among the most actively discussed companies are Ondas and Red Cat, each presenting distinct investment narratives.
Ondas: Spectacular Revenue Acceleration
Ondas reported first-quarter 2026 revenues reaching $50.1 million, substantially exceeding market forecasts. This performance marks an extraordinary expansion of over 1,000% versus the prior-year period.
The company achieved a 49% gross margin during the quarter. Its order backlog climbed to approximately $457 million. Management subsequently elevated its full-year 2026 revenue forecast to no less than $390 million.
Counter-unmanned aircraft systems drove the majority of this growth trajectory. A strategic collaboration with Palantir has reinforced the company’s positioning in software-driven autonomous defense solutions.
However, Ondas continues recording negative adjusted EBITDA. The company has yet to reach profitability, and its operational framework carries greater complexity than Red Cat’s approach.
Ondas maintains operations spanning multiple divisions, including autonomous platforms and anti-drone technologies. While this diversification supports long-term expansion potential, it introduces additional complexity that some market participants find challenging to evaluate.
Red Cat: Streamlined Defense-Focused Strategy
Red Cat similarly posted robust first-quarter 2026 results. Revenue climbed 849% on an annual basis, with gross margins expanding 64.8 percentage points. Quarter-over-quarter revenue growth from Q4 2025 reached 199%.
Red Cat has concentrated its efforts predominantly on military and government drone applications. Its value proposition remains direct: a drone enterprise pursuing defense procurement opportunities with strengthening revenue and profitability metrics.
This straightforward positioning enhances its investment appeal. Market participants can quickly grasp Red Cat’s core thesis. The company represents a defense-oriented drone manufacturer demonstrating strong recent operational execution.
Nevertheless, Red Cat remains a speculative small-cap investment. Sustained profitability is not yet established, and future success hinges on securing and delivering against government contracts.
Wall Street Perspective
Analyst communities maintain generally constructive views on both equities. Ondas receives a Moderate Buy consensus from MarketBeat, comprising one Strong Buy, six Buy ratings, one Hold, and one Sell designation. The average price objective stands around $17.25.
Red Cat commands a Buy consensus, featuring two Strong Buy recommendations, three Buy ratings, zero Hold assessments, and one Sell rating. Analyst price projections average between $20.50 and $20.67.
Analyst positioning tilts slightly more favorably toward Red Cat. The elevated price target and stronger consensus composition reflect greater confidence in its concentrated defense market strategy.
Investment Considerations
Both securities present substantial risk profiles. Neither company has established consistent profitability, and both require ongoing contract awards to support current market valuations.
Ondas provides greater operational diversity and a more comprehensive technology platform. Red Cat delivers a more concentrated investment proposition. Selecting between these alternatives ultimately represents a choice between diversified growth potential and strategic simplicity.
The post Ondas (ONDS) vs Red Cat (RCAT): Which Drone Stock Deserves Your Investment in 2026? appeared first on Blockonomi.

TLDR:
CME Bitcoin futures now trade 24/7 on Globex, with only a 60-minute Sunday maintenance pause each week.
The long-standing CME weekend gap is effectively gone, removing a key structural inefficiency in Bitcoin markets.
Three unresolved CME gaps from 2024 remain open near $80,000, $78,500, and just below $70,000 respectively.
IBIT options hold up to $30B in open interest, far exceeding CME Bitcoin options sitting near $900 million.
CME Bitcoin futures and options now trade around the clock on the Globex electronic platform. Starting this Friday, CME Group ended its traditional weekend market closure.
A 60-minute maintenance pause remains each Sunday from 10 PM to 11 PM UTC. Weekend trades will still clear on the next business day. This move effectively eliminates the long-standing CME gap.
CME Bitcoin Futures Trading Shifts to a Continuous Market Structure
For years, CME Bitcoin futures closed every Friday and reopened on Sunday. That window created a well-known structural gap between CME and Bitcoin’s continuous spot market.
Traders actively positioned around these gaps, often betting on price “fills” when futures reopened. Thin weekend liquidity regularly exaggerated those price moves.
Volatility typically spiked at the Sunday 11 PM UTC reopen as futures caught up to spot prices. Low trading volumes over weekends amplified moves that later reversed once institutional players returned.
With CME’s maintenance window now occupying that same Sunday slot, some of that volatility pattern may linger briefly. Market participants should monitor the reopen closely in coming weeks.
By moving to 24/7 trading, CME now aligns Bitcoin futures with crypto’s native market structure. Asset managers, hedge funds, and corporate treasury desks gain continuous hedging access.
Weekend risk premiums are expected to shrink as a result. Institutional participants no longer need to wait until Monday to adjust their exposure.
Three CME gaps from earlier this year remain unresolved. Two sit above Bitcoin’s current spot price near $80,000 and $78,500 respectively.
A third remains open below the market, just under $70,000. Traders will likely continue watching those levels for potential fills.
Liquidity Still Favors ETF Options and Offshore Perpetual Markets
Despite the structural change, CME still trails where institutional liquidity is concentrated. BlackRock’s IBIT ETF options hold roughly $27 billion to $30 billion in open interest.
CME Bitcoin futures options, by comparison, sit closer to $800 million to $900 million. That gap in market depth remains a key consideration for large traders.
Cole Kennelly, Founder and CEO of Volmex Labs, noted this disparity directly to CoinDesk. The BVIV-US Index, derived from IBIT’s deeper options market, has become the preferred institutional benchmark for Bitcoin volatility.
CME’s thinner options market has yet to match that level of adoption. Offshore perpetuals also continue to dominate short-term speculative activity.
Still, removing the weekend closure addresses a real friction point for institutional participants. Continuous trading reduces forced position gaps and improves price discovery across venues.
Over time, that structural alignment may draw more volume toward CME. For now, the market will watch whether liquidity follows the extended hours.

The post CME Bitcoin Futures Now Trade 24/7, Ending the Weekend Gap Era for Good appeared first on Blockonomi.

Key Takeaways
Agentic AI workloads projected to fuel approximately 30% expansion in CPU market revenues by 2028, according to Wolfe Research
Advanced Micro Devices identified as strongest performer relative to current market position, with server CPU sales projected at $44 billion by 2028
ARM architecture anticipated to dominate 50–75% of agentic AI CPU segment
Intel projected to experience continued market share erosion in both orchestration and agentic segments despite absolute revenue gains
Nvidia forecast to deliver over 4 million CPU units in current year, though segment remains minor compared to core accelerator business
In a comprehensive market analysis, Wolfe Research has outlined how the emergence of agentic artificial intelligence will catalyze substantial CPU market expansion—approximately 30% growth through the end of 2028. According to the firm’s assessment, next-generation AI systems require significantly enhanced CPU capacity working in tandem with GPUs to orchestrate operations, allocate memory resources, and execute sophisticated computational tasks.
Wolfe Research additionally highlighted that constrained production capacity at TSMC may become the determining factor in competitive positioning, potentially overshadowing pure performance advantages in the coming years.
AMD Emerges as Primary Beneficiary in Wolfe’s Assessment
According to Wolfe Research’s analysis, Advanced Micro Devices represents the most compelling opportunity when evaluated against current market capitalization and equity valuation metrics. The investment firm anticipates server CPU revenues for AMD will surge to $44 billion by calendar 2028, representing substantial growth from the projected $17 billion in 2026.
Wolfe’s modeling suggests the AI-centric CPU expansion could contribute approximately $7 in additional earnings per share relative to 2025 baseline figures. This would elevate AMD’s overall profitability to a range of $25 to $30 per share by the conclusion of 2028.
The research emphasizes ARM-based processor architectures as central to this trajectory. Wolfe anticipates ARM designs will command between 50% and 75% of the agentic artificial intelligence CPU segment, attributing this to superior energy efficiency metrics and enhanced parallel processing capabilities versus conventional x86 architectures.
Intel Expands in Absolute Terms While Market Position Weakens
Intel is projected to achieve server CPU revenue reaching $41.5 billion by 2028, climbing from $22.6 billion in 2026. Wolfe’s calculations indicate this expansion could deliver roughly $1 in additional earnings per share compared to 2025 performance.
Nevertheless, the analysis simultaneously projects ongoing market share deterioration for Intel. The migration of Google’s infrastructure to its proprietary Axion processors for orchestration functions represents a direct competitive challenge to Intel’s market positioning.
Intel confronts headwinds across both conventional server and emerging agentic CPU categories, even as total addressable market opportunity expands significantly.
Nvidia and Arm Positioned for Secondary Gains
Wolfe’s forecast indicates Nvidia will distribute in excess of 4 million CPU units during the current calendar year. Approximately 1.3 million units will consist of Vera agentic processors, with the majority of shipments concentrated in the final quarter. Revenue from agentic CPU products is projected to accelerate from $6.6 billion in 2026 to $24.6 billion by 2028.
Despite this substantial growth trajectory, Wolfe emphasizes that CPU revenues will continue representing a relatively minor component of Nvidia’s business mix when compared to its dominant AI accelerator division. The incremental earnings per share contribution from CPU operations is estimated at merely $0.50 above 2025 levels.
Arm Holdings stands to capture value through both intellectual property licensing fees and direct chip sales. Wolfe’s financial model projects $1.5 billion in royalty-based revenue for 2027, expanding to $2.5 billion in 2028. The firm additionally forecasts $2 billion in ARM silicon sales during 2028, driving total earnings power to approximately $4.50 per share by that timeframe. Wolfe cautions that current ARM equity valuations appear elevated relative to fundamentals.
The comprehensive CPU market expansion is also anticipated to generate roughly 20% growth in semiconductor wafer demand over a two-year horizon, though GPU and XPU products remain the predominant catalysts for leading-edge manufacturing capacity utilization.
The post Wolfe Research Declares AMD (AMD) the Ultimate AI CPU Winner Over Intel, Nvidia, and Arm appeared first on Blockonomi.

Tóm tắt
Cổ phiếu của International Business Machines đã tăng 4% lên $265.34 sau khi công bố chiến lược đầu tư 10 tỷ đô la vào điện toán lượng tử trong 5 năm.
Gã khổng lồ công nghệ này dự kiến sẽ ra mắt Starling, hệ thống lượng tử lớn đầu tiên có khả năng chịu lỗi vào cuối năm 2029.
Cùng lúc đó, IBM đã công bố Dự án Lightwell, một nền tảng bảo mật mã nguồn mở trị giá 5 tỷ đô la được hỗ trợ bởi hơn 20 tổ chức ngân hàng hàng đầu.
Cam kết này theo sau thỏa thuận với các cơ quan liên bang của Mỹ để thiết lập một cơ sở sản xuất chip lượng tử tại Albany, New York, với 1 tỷ đô la hỗ trợ tiềm năng từ Đạo luật CHIPS.

Key Takeaways
Boeing received FAA authorization to manufacture 47 737 MAX aircraft monthly, an increase from the previous 42-jet cap, with ambitions to exceed 50 and reach 60 eventually
CEO Kelly Ortberg revealed China’s 200-aircraft purchase represents only an “initial tranche,” signaling additional orders ahead
The aerospace giant delivered 600 aircraft in 2025, a substantial jump from 348 in 2024, though still below the 2018 record of 800+ deliveries
Boeing’s defense segment carries a record backlog despite failing to achieve operating profitability since 2021
Wall Street consensus rates BA stock a “Moderate Buy” with a $259.80 average price target; shares started Thursday trading at $224.36
Shares of Boeing (BA) began Thursday’s session at $224.36 following a 2.5% Wednesday rally, driven by CEO Kelly Ortberg’s remarks at the Bernstein Strategic Decisions conference regarding manufacturing momentum, Chinese aircraft commitments, and the company’s profitability roadmap.
The most significant development from Wednesday involved the FAA granting Boeing permission to manufacture 47 737 MAX aircraft per month. This represents an increase from the previous 42-jet ceiling, which had already been elevated from the 38-aircraft monthly restriction implemented following the door plug incident on a 737 MAX 9 in January 2024.
The aerospace manufacturer aims to elevate production beyond 50 monthly units in the near term, with long-range goals exceeding 60 aircraft. These production milestones currently represent critical factors for the investment thesis.
Throughout 2025, Boeing handed over 600 aircraft to customers — a meaningful advance from merely 348 in 2024. However, this still trails the company’s 2018 zenith of more than 800 deliveries. Industry analysts project Boeing will eclipse that benchmark by 2028, forecasting approximately 860 deliveries.
The calculation is straightforward: increased aircraft output translates to higher revenue and improved free cash flow generation. Boeing consumed roughly $38 billion in cash between 2019 and 2025, following approximately $59 billion in free cash flow generated during the prior seven-year period. The financial deficit runs deep, and ramping production represents the recovery mechanism.
Chinese Aircraft Orders: Additional Volume Expected
Regarding China, Ortberg worked to temper investor concerns. Beijing’s recent commitment for 200 aircraft disappointed some observers who anticipated 500 units. Ortberg characterized it as an “initial tranche” and indicated subsequent orders would materialize.
This positioning provided some reassurance, though market reaction remained muted. Boeing’s commercial order backlog already extends deep into the 2030s, positioning China as an incremental upside opportunity rather than immediate necessity.
Regulatory authorities also indicated the 737 MAX 7 certification should arrive this summer, with MAX 10 approval anticipated before year-end. Both certifications would expand delivery capabilities. The 777X and extended MAX 10 variant are scheduled to commence deliveries in 2027.
Defense Operations: Improving But Still Unprofitable
The defense segment continues weighing on overall performance. Boeing’s defense operations recorded approximately $130 million in losses during 2025, following a $5.4 billion deficit in 2024. The division hasn’t generated operating profit since 2021.
Ortberg indicated Boeing plans to transition away from fixed-price agreements, which have consistently produced losses. The defense order backlog stands at unprecedented levels, with management pursuing a return to “high-single-digit” profit margins.
Recent contract losses involving NASA and Italy-related programs, combined with competitive pressure from SpaceX, underscore that the defense recovery trajectory won’t follow a linear path.
Regarding institutional ownership, hedge funds and major investors control 64.82% of Boeing shares. Director Bradley Tilden purchased 1,370 shares at $218.50 on May 20th, while Director Mortimer Buckley acquired 2,230 shares at $224.20 during March.
The consensus analyst price objective stands at $259.80, accompanied by a “Moderate Buy” rating. For Q1 2026, Boeing reported a loss of $0.20 per share, surpassing projections of -$0.68, with revenue reaching $22.22 billion — representing 14% year-over-year growth.
The post Boeing (BA) Stock Climbs After FAA Approves Increased 737 MAX Production Rate appeared first on Blockonomi.

Key Takeaways
SPRC stock explodes 202% following NeuroThera’s conditional TSX Venture Exchange clearance.
SciSparc shares rally as NeuroThera progresses toward CliniQuantum transaction completion.
TSX conditional approval for NeuroThera triggers dramatic breakout in SPRC stock price.
SPRC experiences massive surge after CliniQuantum acquisition passes critical regulatory milestone.
SciSparc stock rockets higher as NeuroThera’s quantum clinical technology acquisition advances.
SciSparc Ltd. (SPRC) experienced a dramatic spike in share value after its majority-owned subsidiary NeuroThera Labs obtained conditional clearance from the TSX Venture Exchange. Trading activity showed SPRC climbing to $13.30, representing an impressive increase of $8.90, or 202.27%, after beginning the session around $4.40. This remarkable price movement came in response to significant developments regarding NeuroThera’s proposed acquisition of a majority position in CliniQuantum Ltd.
SciSparc Ltd., SPRC
TSX Venture Exchange Grants Conditional Clearance to NeuroThera
According to SciSparc’s announcement, NeuroThera obtained conditional regulatory clearance from the TSX Venture Exchange to proceed with the CliniQuantum transaction. This approval represents a significant milestone bringing the acquisition closer to finalization, though ultimate acceptance and additional closing requirements still need to be satisfied. NeuroThera functions as SciSparc’s majority-controlled subsidiary and concentrates on clinical-stage pharmaceutical innovation.
The transaction structure calls for NeuroThera to purchase approximately 54% of CliniQuantum’s currently issued and outstanding ordinary shares. Specifically, the arrangement encompasses 56,375 ordinary shares of CliniQuantum from designated selling parties. As compensation, NeuroThera will distribute 56.6 million of its common shares to these selling shareholders.
The total consideration for these shares reached approximately $9.46 million. This valuation was calculated using NeuroThera’s 20-day volume weighted average trading price on the TSX. Furthermore, both companies modified certain agreement terms following feedback from the TSX regarding provisions related to future share distributions.
Acquisition Brings Advanced Quantum Clinical Trial Technology
CliniQuantum operates as a privately-held Israeli technology firm specializing in clinical trial data interpretation. The organization employs quantum simulation techniques and quantum Monte Carlo methodologies to enhance accuracy in trial outcome predictions. Its proprietary platform is designed to pinpoint patient populations most likely to demonstrate favorable responses to experimental treatments.
CliniQuantum’s primary asset consists of a licensing arrangement with Quantum X Labs Ltd. This arrangement provides CliniQuantum with an exclusive global royalty-bearing license within its designated operational scope. The licensed intellectual property encompasses quantum simulation and quantum Monte Carlo implementations specifically for clinical trial applications.
The licensed patent portfolio includes one United States provisional patent filing. This filing centers on producing quantum Markov Chain Monte Carlo sampling data points for continuous distribution functions. Consequently, the acquisition provides NeuroThera with access to sophisticated data analytics capabilities within the clinical research sector.
Transaction Deadline Extended by SciSparc and Partners
NeuroThera and the selling parties have jointly extended the transaction completion deadline to June 1, 2026. This timeline extension provides additional time to satisfy outstanding closing requirements. Outstanding conditions encompass obtaining an Israeli tax determination and securing final TSX acceptance.
The revised agreement also establishes a minimum price threshold for future common share distributions associated with earn-out compensation. NeuroThera has committed that such shares will maintain a deemed valuation of no less than $0.05 per share. Additionally, selling parties must finalize lock-up agreements prior to transaction completion.
SciSparc concentrates on advancing pharmaceutical products through NeuroThera and affiliated operations. The company’s development portfolio features cannabinoid-based therapeutic programs addressing Tourette syndrome, Alzheimer’s disease-related agitation, autism spectrum disorder, and status epilepticus. SciSparc also maintains a controlling ownership position in a hemp seed oil consumer product enterprise distributed through Amazon.

The post SciSparc Ltd. (SPRC) Stock Explodes 202% Following NeuroThera’s TSX Exchange Milestone appeared first on Blockonomi.

Những Điểm Nổi Bật
Fertitta Entertainment đã đạt được thỏa thuận để mua lại Caesars Entertainment trong một giao dịch tư nhân trị giá 17,6 tỷ đô la.
Giao dịch hoàn toàn bằng tiền mặt này cung cấp cho các cổ đông 31 đô la mỗi cổ phiếu - tương ứng với mức premium 49% so với giá đóng cửa 20,77 đô la trước khi có tin đồn về việc thâu tóm.
Khoảng 11,9 tỷ đô la nợ tồn đọng sẽ được hấp thụ như một phần của cấu trúc giao dịch.
Hội đồng quản trị đã nhất trí ủng hộ giao dịch và khuyến nghị sự chấp thuận của cổ đông.
Đến ngày 11 tháng 7, một điều khoản 'go-shop' cho phép Caesars tích cực tìm kiếm các đề xuất thay thế từ các đối thủ cạnh tranh.

Key Takeaways
Exchange operator announces continuous trading initiative for digital asset derivatives
Bitcoin and Ethereum futures will trade around the clock starting early 2026
Shares gain modest ground following strategic expansion announcement
Initiative addresses growing institutional appetite for continuous market access
Move positions regulated exchange to compete with offshore platforms operating nonstop
CME Group (CME) stock experienced upward movement following the exchange’s announcement to launch continuous cryptocurrency derivatives trading throughout the week. Shares reached $279.44, advancing $0.34 or 0.12%, though initial momentum subsided as the session progressed. This strategic initiative represents a significant shift in how regulated institutions can manage digital asset exposure, particularly as Bitcoin and Ethereum markets operate continuously across global venues.
CME Group Inc., CME
Stock Performance Following Strategic Cryptocurrency Announcement
CME Group revealed its intention to launch continuous trading capabilities for cryptocurrency futures and options contracts. The initiative, pending regulatory clearance, targets an early 2026 implementation date. This development aligns the exchange’s operating model with the perpetual trading environment characteristic of digital asset markets.
CME Goes 24/7 for Bitcoin Futures, Ending the “CME Gap” Era
CME Group announced that it will officially enter the around-the-clock crypto market. Starting this Friday, CME Bitcoin futures and options will trade 24/7 on the Globex electronic trading platform, with only a… pic.twitter.com/VovH5TIDvF
— Wu Blockchain (@WuBlockchain) May 28, 2026
Market response to the announcement was measured, with shares experiencing modest appreciation. Trading at $279.44, the stock registered a gain of $0.34, representing a 0.12% increase amid volatile intraday patterns. The initial positive momentum diminished as trading progressed, with prices settling toward the session’s lower boundary.
Currently, the exchange operates cryptocurrency derivatives with designated trading halts during off-peak hours and throughout weekends. The proposed framework would enable market participants to execute Bitcoin and Ethereum transactions via CME Globex continuously. The platform would maintain only a brief weekly maintenance interval to ensure technical functionality and system integrity.
Continuous Bitcoin Derivatives Access for Institutional Traders
Bitcoin futures represent a cornerstone of CME Group’s digital asset offerings. These instruments provide institutional participants with regulated pathways to Bitcoin market exposure. Consequently, uninterrupted trading access would enable firms to modify positions during significant price fluctuations occurring beyond traditional market hours.
Digital assets frequently experience substantial volatility during weekend periods when regulated derivatives venues traditionally remain inactive. The proposed continuous trading model could minimize discrepancies between spot cryptocurrency markets and exchange-listed derivative instruments.
CME intends to maintain its existing settlement protocols for transactions executed during holidays and weekends, linking them to the subsequent business day. This approach preserves the exchange’s established clearing and reporting mechanisms while expanding trading availability. The framework enables perpetual execution without restructuring fundamental settlement procedures.
Ethereum Derivatives Expand Continuous Trading Offering
Ethereum futures and options contracts will likewise be incorporated into the proposed continuous trading infrastructure. This inclusion carries significance given Ethereum’s status as the second-largest cryptocurrency by market capitalization. Institutional interest in Ethereum exposure has expanded proportionally with broader digital asset adoption.
This strategic enhancement could bolster CME’s competitive positioning relative to international cryptocurrency platforms already providing nonstop trading. CME differentiates itself through regulatory compliance, centralized clearing services, and comprehensive institutional framework. The initiative demonstrates how conventional financial market operators increasingly accommodate cryptocurrency’s inherent continuous trading paradigm.

The post CME Group (CME) Stock Rises on Plans for Round-the-Clock Crypto Futures Trading appeared first on Blockonomi.

Key Highlights
Tesla shares advanced $6.62 (1.53%) to close at $440.21 on May 27, accompanied by a bullish options put/call ratio of 0.48.
Geode Capital Management expanded its Tesla position by 0.6% during Q4, now holding 65.7 million shares valued at approximately $29.4 billion.
Institutional ownership of Tesla stands at 66.2%, with numerous hedge funds increasing their stakes in recent reporting periods.
The company’s Q1 2026 earnings showed EPS of $0.41, surpassing expectations by $0.02, while revenue of $22.39B fell short of the $22.96B forecast.
Company insiders have divested $21.5 million in shares during the last three-month period, with transactions from the CFO and a board member.
Tesla shares posted a 1.53% gain on May 27, finishing the trading session near $440.21, buoyed by favorable market conditions and sustained institutional accumulation.
The electric vehicle manufacturer’s stock began Thursday’s session at $440.36. Over the trailing twelve months, shares have fluctuated within a range of $273.21 to $498.83. The stock’s 50-day simple moving average currently rests at $390.12, while the 200-day average stands at $416.18.
Options activity reflected bullish sentiment, with the put/call ratio registering 0.48, notably lower than the 30-day rolling average of 0.56. This metric typically suggests options traders are positioning for upside movement.
The company commands a market capitalization near $1.65 trillion, trading at a price-to-earnings multiple of 404x. Such an elevated valuation ratio implies aggressive growth expectations must materialize for the current price to be justified.
Major Investment Firms Increase Exposure
Geode Capital Management expanded its Tesla investment by 0.6% during the fourth quarter, purchasing an additional 375,946 shares to bring total ownership to 65.7 million shares. This position carried an approximate valuation of $29.4 billion at quarter-end, ranking Tesla as Geode’s ninth-largest portfolio holding.
Multiple additional institutional investors increased their allocations during the same period. Brighton Jones expanded its stake by 11.8% in Q4. Bison Wealth implemented a substantial 52.2% increase in its position. Both Revolve Wealth Partners and AGP Franklin boosted their holdings by identical 21.2% margins.
Collectively, institutional shareholders now control 66.2% of Tesla’s outstanding equity. While this concentration can provide price stability during normal conditions, it can also amplify volatility when large funds adjust their positions.
Financial Performance Analysis
Tesla’s latest quarterly results, disclosed on April 23, delivered earnings per share of $0.41, exceeding the Wall Street consensus estimate of $0.39 by two cents. Top-line revenue reached $22.39 billion, representing 15.8% year-over-year growth but falling short of analyst projections calling for $22.96 billion.
Profitability metrics show a net margin of 3.95% and return on equity measuring 4.89%. Wall Street forecasters are modeling full-year EPS of $1.20.
Cantor Fitzgerald maintains an overweight recommendation paired with a $510 price objective. UBS carries a neutral stance with a $364 target, recently elevated from $352. Goldman Sachs also assigns a neutral rating to the shares. Phillip Securities holds a sell recommendation with a $215 price target.
The aggregated analyst view points to a Hold rating, with the average twelve-month price target sitting at $395.20 — representing approximately 10% downside from current trading levels.
Executive Stock Transactions
Board member Kathleen Wilson-Thompson divested 26,409 shares on April 30 at a per-share price of $378.11, trimming her stake by 35.3%. Chief Financial Officer Vaibhav Taneja sold 3,000 shares on May 13 at $450.00 per share. Taneja’s transaction was executed to satisfy tax obligations related to equity compensation vesting.
Cumulatively, company insiders have liquidated 57,482 shares valued at $21.5 million during the past ninety days. No open-market purchases by insiders have been disclosed during this timeframe. Insiders collectively retain 19.9% ownership of the corporation.
Regarding company developments, Tesla reported improved sales figures across European markets for April on a year-over-year basis. Additionally, market chatter regarding a possible strategic combination between SpaceX and Tesla has reemerged, although no official statements have been issued by either entity.
The post Tesla (TSLA) Stock Advances 1.5% Despite Analyst Caution and Insider Selling appeared first on Blockonomi.

Điểm nổi bật
Lạm phát PCE tháng 4 đã tăng vọt lên 3.8% hàng năm, đánh dấu mức tăng mạnh nhất kể từ tháng 5 năm 2023
Các chỉ số lạm phát cốt lõi, loại trừ các lĩnh vực thực phẩm và năng lượng dễ biến động, đã đạt 3.3% so với 3.2% của tháng 3
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Các nhà hoạch định chính sách của Cục Dự trữ Liên bang chủ yếu ủng hộ việc giữ nguyên mức lãi suất hiện tại, mặc dù một số người mở cửa cho việc thắt chặt
Thị trường trái phiếu hiện đang dự đoán lạm phát cao và ít nhất một khả năng tăng lãi suất vào năm 2025