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Circle: AI agents need currency with APIs.

Circle: AI agents need currency with APIs.

``` Circle’s narrative for Q1 is shifting: it is still a stablecoin issuer highly dependent on USDC reserve income, but both management and sell-side research are now emphasizing a bigger story—whether USDC can become a programmable settlement currency that AI agents can access and use via API. The latest

AI bull market overheated? US stock market funds begin to "hit the brakes," next wave depends on whether Korean stocks will experience FOMO

AI bull market overheated? US stock market funds begin to "hit the brakes," next wave depends on whether Korean stocks will experience FOMO

``` AI stocks accelerated again last week, but several quantitative signals are already flashing warnings: the Nasdaq is displaying a combination of “spot prices rising, volatility rising,” VIX continues downward, while VXN has rebounded noticeably; the skew in US tech stock options has dropped sharply, and the process of quantitative funds

The ChiNext Index fluctuated upwards, computing power hardware remained active, Zhongji Xuchuang’s stock price broke 1,000, both the Hang Seng Index and Hang Seng Tech Index rose, and Kuaishou surged over 6%.

The ChiNext Index fluctuated upwards, computing power hardware remained active, Zhongji Xuchuang’s stock price broke 1,000, both the Hang Seng Index and Hang Seng Tech Index rose, and Kuaishou surged over 6%.

``` On May 12, A-shares fluctuated and diverged in the early session. The three main stock indices showed mixed performance, with the Shanghai and Shenzhen indices slightly down and the ChiNext board opening higher before declining. Computing power hardware stocks remained active, optical communication, optical module, and optical chip sectors strengthened,

Senior South Korean policymakers propose distributing “citizen dividends” to all citizens from the excess profits of the AI industry.

Senior South Korean policymakers propose distributing “citizen dividends” to all citizens from the excess profits of the AI industry.

``` Kim Yong-beom, Chief of the Policy Office at the South Korean Presidential Office, proposed considering the establishment of a so-called "citizen dividend," with the source of funds being the excess profits generated by the artificial intelligence (AI) industry. "The gains from the era of artificial intelligence infrastructure

"‘Quantum Nvidia’ Rigetti’s first-quarter revenue tripled, but losses widened—how much longer until quantum computing becomes commercialized?"

"‘Quantum Nvidia’ Rigetti’s first-quarter revenue tripled, but losses widened—how much longer until quantum computing becomes commercialized?"

``` Revenue tripled, but the "Quantum Nvidia" Rigetti's stock price fell after hours. On May 11, quantum computing company Rigetti Computing released its Q1 2026 financial report after US market hours. In terms of revenue, Rigetti's Q1 revenue reached $4.4 million, tripling year-over-year, surpassing

Investing in the New Era of AI! Microsoft’s Stake in OpenAI Sees a “Paper Gain” of $122 Billion

Investing in the New Era of AI! Microsoft’s Stake in OpenAI Sees a “Paper Gain” of $122 Billion

``` Microsoft’s early bet on OpenAI is turning into a historic return that is reshaping the technology landscape. On May 12, according to Bloomberg, Microsoft’s internal planning documents show the company once set a target return of $92 billion on its OpenAI investment. These documents were publicly disclosed this

The major bottleneck for AI has always been TSMC.

The major bottleneck for AI has always been TSMC.

``` Tech giants are pouring money into acquiring AI chips, putting unprecedented pressure on global chip manufacturing capacity, and the biggest beneficiary of this supply crunch points to the same name—TSMC. Microsoft, Meta, Alphabet, and Amazon have planned combined capital expenditures of up to $725 billion this year, with most