User-owned AI also needs infrastructure where those models can run privately, prove what they did, and settle value without broadcasting everything.
NEAR AI is building the layer that lets any model, open or closed, run with hardware-signed attestation, verifiable privacy, and no provider visibility.
65·B+Long
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news1h agonews
$AAPL - APPLE TOPS $5 TRILLION VALUATION
Apple briefly reached a $5 trillion market capitalization in Tuesday trading, becoming only the second company after Nvidia to hit the milestone.
The move reflects shifting investor confidence as Wall Street reassesses the AI race.
Nvidia, which previously peaked near $5.7 trillion, has pulled back amid concerns over slowing AI spending.
80·ALong
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meme1h agomeme
SPOT SILVER FALLS NEARLY 3% TO $56.73/OZ
90·A+Short
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news1h agonews
Spot Silver Falls Nearly 3% to $56.73/Oz
90·A+Short
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news1h agonews
Apple Briefly Surpasses $5 Trillion Market Value—Joining Nvidia
APPLE CROSSED $5 TRILLION IN MARKET CAP FOR THE FIRST TIME. THAT MAKES IT ONLY THE SECOND COMPANY EVER TO REACH THE MILESTONE AFTER NVIDIA.
80·ALong
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news4h agonews
Two items from “News Items” from @EllisItems this AM (https://substack.news-items.com):
“8. A rout in global chipmakers deepened on Tuesday, as fears over the durability of the AI boom intensified ahead of results from some of Silicon Valley’s biggest companies this week. South Korea’s Kospi led declines in Asia, falling more than 10 per cent and prompting a short halt in trading, after investors dumped shares in the country’s two leading memory-chip makers. Shares in SK Hynix fell as much as 10 per cent, while its larger rival, Samsung Electronics, dropped more than 12 per cent. The two companies have tumbled 41 per cent and 34 per cent, respectively, in July so far. In Tokyo, the Nikkei 225 fell 4.4 per cent, with memory-chip maker Kioxia plunging more than 18 per cent. This month’s sell-off has slashed Kioxia’s share price in half. (Source: http://ft.com)
9. A closely watched gauge of risk in holding the debt of companies at the centre of the AI boom is rising rapidly, underscoring growing jitters over Big Tech’s vast spending on data centres, chips and computer memory. Prices for credit default swaps, popular tools to bet against corporate debt, tied to Oracle, SpaceX, Alphabet, Amazon, Meta, Broadcom and Nvidia have risen to record highs in recent days, according to LSEG data. The sharp moves echo a sell-off in debt issued by so-called hyperscalers, which are piling hundreds of billions of dollars into developing vast data centres and sophisticated AI models. It comes as investors have grown increasingly worried about the deluge of debt sold by these companies. (Source: https://t.co/i1iKd1P8Ml)”
85·AShort
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listing8h agolisting
BYBIT: Delisting of XTER,SCA,TOKEN,HPOS10I,PUMPBTC,AFC,INTER,XAVA,AO
90·A+Short
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news8h agonews
Delisting of XTER,SCA,TOKEN,HPOS10I,PUMPBTC,AFC,INTER,XAVA,AO
90·A+Short
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listing8h agolisting
BYBIT: Delisting of XTER,SCA,TOKEN,HPOS10I,PUMPBTC,AFC,INTER,XAVA,AO
90·A+Short
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news8h agonews
Delisting of XTER,SCA,TOKEN,HPOS10I,PUMPBTC,AFC,INTER,XAVA,AO
90·A+Short
m
meme8h agomeme
quote: Iran's economy is in very bad shape. It was struggling long before the war, and the conflict has only made matters worse. But the key question is: what is the alternative for the current Iranian leadership? Surrender?
Economic pressure alone is not going to convince Tehran to abandon control over the Strait of Hormuz, give up its missile program, or accept limits on uranium enrichment that it views as incompatible with its core interests.
Iran would almost certainly welcome a return to a negotiated framework, provided it reflects Tehran's interpretation of the previous memorandum of understanding and delivers meaningful sanctions relief. But it is highly unlikely to trade what it sees as its strategic assets and ideological principles for economic benefits alone.
That is why economic pressure, by itself, is unlikely to provide Washington with a viable path out of the Iran dilemma. Without a political strategy that addresses Iran's core security calculations, sanctions alone are unlikely to produce the outcome the administration seeks.
More broadly, there is no silver bullet to the Iran challenge. If Tehran feels cornered, its instinct is far more likely to be escalation than capitulation.
In principle, the Iranian leadership does not want an endless war. The broad support that the previous memorandum of understanding received, even among influential figures within the Islamic Revolutionary Guard Corps, demonstrated that there is genuine interest in a negotiated outcome.
But from Tehran's perspective, the United States is no longer simply seeking concessions. It is trying to strip Iran of what the regime views as one of its most important strategic achievements from the war. Under those circumstances, the leadership is unlikely to back down. Despite severe economic pressures, it will almost certainly choose to absorb additional costs rather than surrender what it considers core national security interests.
Any U.S. strategy built on the assumption that mounting pressure alone will force Iran to yield risks misunderstanding how Tehran calculates costs, risks, and strategic priorities.
#iran | This debate misses the point.
Of course Iran’s leaders don’t want their country bombed, and of course they want sanctions relief. That was never the question.
The question is whether they are willing to trade what they see as core interests for either. As the past weeks have shown, they are not, and neither more bombing nor more sanctions will change that.
75·AShort
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news8h agonews
Nvidia invests $5bn in researcher who plotted OpenAI coup
75·AShort
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news9h agonews
Taiwan Detains Nvidia Employee in China Chip Smuggling Probe
75·AShort
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meme10h agomeme
*TAIWAN PROSECUTORS DETAIN NVIDIA WORKER IN CHIP SMUGGLING CASE
75·AShort
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listing11h agolisting
Bithumb: Notice of Temporary Suspension of Deposits and Withdrawals for 2 NEO Network-Based Virtual Assets (From 6:00 PM on 07/31)
75·AShort
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listing11h agolisting
Bithumb: Notice of Temporary Suspension of Deposits and Withdrawals for 2 NEO Network-Based Virtual Assets (From 6:00 PM on 07/31)
75·AShort
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news11h agonews
Taiwan Detains Nvidia Employee in China Chip Smuggling Probe - Bloomberg News
75·AShort
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meme11h agomeme
TAIWAN PROSECUTORS DETAIN NVIDIA WORKER IN CHIP SMUGGLING CASE
#BREAKING