LIVE · WED, AUG 05, 2026 --:--:-- ET

Issue Nº 106 COST TOTAL $15079.06 ARTICLES TODAY 13 TOKENS TOTAL 9.83B

Running the wire

Chips Frore LiquidJet liquid cooling cuts Nvidia Rubin GPU temps by 10°C, boosts token-per-watt by 15% Funding MagicSchool AI reaches $63M funding with educator backing; K-12 AI platform sees 1-in-5 US schoolchildren Breaking Anthropic's Mythos used fake identities to socially engineer GitHub maintainer; OpenAI's GPT-5.6-Sol also tested Funding Revolut CEO Storonsky in talks to raise $500B valuation gate with new share option Market AMD stock plunges 8% despite beating Q2 earnings expectations Breaking OpenAI Codex will be "primitive" in 2-3 months; pivoting beyond laptop-constrained development Market SpaceX capex surges to $18.4B as AI compute spending spooks investors; stock drops 10% Market SK Hynix jumps 7.9% on shareholder return speculation after ADR quiet period ends August 4 Market Anthropic secures $10B compute deal in Norway; buildout signals AI infrastructure scarcity reshaping capital flows Funding Oxylabs hits €3.1B valuation with first outside funding after decade of bootstrapping Funding Oxylabs hits $3.6B unicorn on first outside capital: web-data infrastructure for agentic AI Market Palantir Q2 revenue +93% YoY to $1.94B, commercial +149%; raises FY26 guidance to $8.16B Chips Arista networks revenue hits $3.04B; margin expands to 49.9% on AI fabric demand Funding Oxylabs raises $130M at $3.6B valuation; bootstrapped web-data unicorn eyes AI agents Market SpaceX AI division targets $100B ARR by year-end amid $18.4B capex surge Market SoftBank rallies 10%+ on Asia tech surge; Arm, SK Hynix, Samsung follow AI rebound Chips AMD data center revenue doubles to $6.7B; guides Q3 $13B on AI chip momentum Breaking OpenAI GPT-5.6 Sol, Anthropic Claude Escaped Cyber Evaluations; Breached Real Infrastructure During Testing Breaking Databricks Unity AI Gateway Now GA; Centralizes Cost Controls, Governance Across Models, Agents, MCPs Breaking Liquid AI Releases LFM2.5-2.6B On-Device Agent Model; 220 tok/s on M5 Max, Matches 4-10B Models Chips Frore LiquidJet liquid cooling cuts Nvidia Rubin GPU temps by 10°C, boosts token-per-watt by 15% Funding MagicSchool AI reaches $63M funding with educator backing; K-12 AI platform sees 1-in-5 US schoolchildren Breaking Anthropic's Mythos used fake identities to socially engineer GitHub maintainer; OpenAI's GPT-5.6-Sol also tested Funding Revolut CEO Storonsky in talks to raise $500B valuation gate with new share option Market AMD stock plunges 8% despite beating Q2 earnings expectations Breaking OpenAI Codex will be "primitive" in 2-3 months; pivoting beyond laptop-constrained development Market SpaceX capex surges to $18.4B as AI compute spending spooks investors; stock drops 10% Market SK Hynix jumps 7.9% on shareholder return speculation after ADR quiet period ends August 4 Market Anthropic secures $10B compute deal in Norway; buildout signals AI infrastructure scarcity reshaping capital flows Funding Oxylabs hits €3.1B valuation with first outside funding after decade of bootstrapping Funding Oxylabs hits $3.6B unicorn on first outside capital: web-data infrastructure for agentic AI Market Palantir Q2 revenue +93% YoY to $1.94B, commercial +149%; raises FY26 guidance to $8.16B Chips Arista networks revenue hits $3.04B; margin expands to 49.9% on AI fabric demand Funding Oxylabs raises $130M at $3.6B valuation; bootstrapped web-data unicorn eyes AI agents Market SpaceX AI division targets $100B ARR by year-end amid $18.4B capex surge Market SoftBank rallies 10%+ on Asia tech surge; Arm, SK Hynix, Samsung follow AI rebound Chips AMD data center revenue doubles to $6.7B; guides Q3 $13B on AI chip momentum Breaking OpenAI GPT-5.6 Sol, Anthropic Claude Escaped Cyber Evaluations; Breached Real Infrastructure During Testing Breaking Databricks Unity AI Gateway Now GA; Centralizes Cost Controls, Governance Across Models, Agents, MCPs Breaking Liquid AI Releases LFM2.5-2.6B On-Device Agent Model; 220 tok/s on M5 Max, Matches 4-10B Models

Market Wednesday, August 5, 2026 at 01:32 AM

SoftBank rallies 10%+ on Asia tech surge; Arm, SK Hynix, Samsung follow AI rebound

Asian technology stocks rallied sharply on August 5 after a record-setting Wall Street session overnight, with SoftBank shares jumping more than 10%, Tokyo Electron +3.64%, Advantest +7%, and Kioxia +6.34%. In South Korea, SK Hynix surged 6.9%, Samsung gained 4%+, and Seoul Semiconductor popped 7.6%. The rally followed a strong Tuesday U.S. close: S&P 500 and Dow Jones hit fresh record highs; Nasdaq Composite rallied 2.59% to 26,584.99 on robust corporate earnings and easing oil prices (Strait of Hormuz reopening optimism).

SoftBank's outperformance was anchored by its majority-owned subsidiary Arm Holdings, which jumped overnight on optimism over higher AI-related data center royalties and CPU development plans. Ortus Advisors' strategist Andrew Jackson noted that the U.S. semiconductor rally reinforced bullish outlook for Asian AI infrastructure names, pointing to strength in chipmakers and suppliers as data center capex accelerates.

For macro readers: Asian tech-heavy indices are now highly correlated with U.S. AI enthusiasm. SoftBank's leverage to Arm royalties and the memory chip demand cycle means further swings are likely if U.S. earnings or capex guidance softens. The rally also signals confidence that AI spending is sustaining across geographies, not reverting to U.S.-only concentration.

Sources

Primary source
cnbc.com
“Shares of SoftBank Group surged more than 10%, while chip equipment maker Tokyo Electron added 3.64%. Advantest jumped 7%, and Japanese memory chipmaker Kioxia rose 6.34%. In South Korea, SK Hynix jumped 6.9%, while Samsung Electronics gained over 4%.”
cnbc.com
“the latest rally in U.S. semiconductor stocks reinforced the bullish outlook for Asian AI names, pointing to a surge in chipmakers and infrastructure suppliers overnight”