Crypto-Related Stocks & US Market

Gate News message, April 27 — This week marks a significant period for global markets, with central banks from all Group of Seven member nations holding meetings, major U.S. tech companies releasing earnings, and key economic data expected. According to data, 42% of companies in the S&P 500 by marke

POET Technologies announced that after Marvell acquired Celestial AI, it has officially canceled Celestial AI’s purchase orders to POET, claiming that POET’s disclosure of procurement and shipping information violates confidentiality obligations. The stock price plunged by about 44%. POET said it will focus on its existing strategy and other customer orders, while also warning that there remains the risk of having to rebuild relationships and place new orders in the future.

Global crypto investment products from asset managers including BlackRock, ARK 21Shares, and Fidelity recorded $1.2 billion in net inflows last week as bitcoin traded near its highest level since early February, according to CoinShares. The weekly tally cooled slightly from the $1.4 billion reported

Gate News message, April 27 — Bill Ackman's Pershing Square USA Ltd. and Pershing Square Inc. are conducting an initial public offering (IPO) targeting approximately $5 billion in total capital raise, down from an initial target range of up to $10 billion. The offering includes $2.8 billion in

Gate News message, April 27 — Lise (Lightning Stock Exchange), a Paris-based regulated exchange, has closed what it describes as the world's first initial public offering (IPO) executed on a fully regulated, natively tokenized market infrastructure. ST GROUP, a French industrial SME supplying

Gate News message, April 27 — Northland Securities analyst Gus Richard downgraded Advanced Micro Devices (NASDAQ: AMD) from 'Outperform' to 'Market Perform' on April 27, citing intensifying competition from other chipmakers and Nvidia's strengthening partnership with TSMC as key headwinds limiting A

Gate News message, April 27 — Bitcoin miner Hut 8 Corp is issuing investment-grade secured bonds to finance the construction of a 245-megawatt data center in St. Francisville, Louisiana, in partnership with Alphabet Inc. (Google). The bonds, maturing in 2042, carry an initial price guidance of appro

Gate News message, April 27 — UTXO Management, a subsidiary of Nasdaq-listed Bitcoin treasury company Nakamoto, has launched UTXO Preferred Income Strategies LP, a structured yield fund offering qualified investors exposure to preferred securities in the digital credit space. The fund employs a

Gate News message, April 27 — Ebang International, a Nasdaq-listed mining equipment manufacturer, reported its 2025 fiscal year results showing total revenue of $6.5 million, up 11.4% year-over-year from $5.9 million in 2024. Net loss narrowed significantly to $14.2 million compared to $20.9 million

Gate News message, April 27 — TD Cowen has reiterated its buy rating on Smarter Web Company, the UK-listed bitcoin treasury firm, citing it as the only institutionally accessible, scaled bitcoin treasury company listed in Britain. Analysts at the bank said the company's recent treasury activity

Gate News message, April 27 — MicroStrategy acquired an additional 3,273 BTC for approximately $255 million at an average price of $77,906 per bitcoin between April 20 and April 26, according to an 8-K filing with the Securities and Exchange Commission on Monday. The company now holds a total of 818

Gate News message, April 27 — MicroStrategy acquired an additional 3,273 BTC for approximately $255 million at an average price of $77,906 per bitcoin between April 20 and April 26, according to an SEC 8-K filing. The company's total bitcoin holdings now reach 818,334 BTC, worth around $63.7 billion

Gate News message, April 27 — Intel's stock has climbed 110% this year and reached a new all-time high on Friday, marking a significant turnaround for the chipmaker 25 years after its previous peak. The resurgence reflects a broader shift in the technology sector, where the AI transition is

Gate News message, April 27 — U.S. stock index futures showed mixed movement in pre-market trading. The Nasdaq rose 0.1%, while the Dow Jones fell 0.18% and the S&P 500 declined 0.05%. Among the "Magnificent Seven" tech stocks, Apple (AAPL) fell 1.35%, Microsoft (MSFT) dropped 0.08%, and Tesla

Gate News message, April 27 — Global crypto investment products issued by asset managers including BlackRock, ARK 21Shares, and Fidelity recorded $1.2 billion in net inflows last week, according to CoinShares data. Bitcoin-based products led the charge with $932.5 million, pushing year-to-date bitco

Gate News message, April 27 — Investment research firm Bernstein has released a report indicating that cryptocurrency market fundamentals are steadily improving, with Bitcoin's recent $60,000 low establishing a clear bottom. The asset is now approaching $80,000 and is positioned to enter a longer-te

The Financial Supervisory Commission (FSC) announced on 4/24 the “TSMC clause,” relaxing the single-shareholding limit from 10% to 25%. This applies only to actively managed funds and active ETFs, not to passive index-tracking ETFs. Active ETFs represented by 00981A benefited the most after the clause took effect; they can raise the TSMC weight to 25%, with an additional 170k beneficiaries in a single week. Although 0050/0056 are not directly benefited, the rise in share prices still drove a corresponding increase due to tracking effects. Key market points to watch: whether it truly reaches 25%, whether the amplification effect at TSMC’s higher price levels materializes, and whether the clause will be revised again in the future.

AI server demand for HBM is surging, tightening DRAM supply as about 66% of global capacity is absorbed. Structural shortages and price increases have emerged for DDR5, LPDDR, and other products. Taiwan makers’ path: Nanya Technology has entered the Vera Rubin supply chain; Winbond benefits from niche DRAM and LPDDR; module makers such as Kingston and Transcend raise prices and expand gross margins; UMC and VIS benefit from demand for silicon wafers. Labor dynamics in South Korea affect the supply schedule. The momentum may continue until the third-quarter earnings are verified.