According to JPMorgan Chase, major U.S. tech companies are projected to invest up to $700 billion in capital expenditures by 2026, with the majority going towards artificial intelligence (AI) infrastructure. Companies like Nvidia rely on Asian suppliers for 90% of their hardware. Recent forecasts for this AI capital expenditure this year and next have been rising, a trend that benefits Asian companies in this area. The capital expenditures by major U.S. tech companies on AI hardware primarily benefit Asian tech companies, while having a relatively small impact on U.S. GDP. JPMorgan Chase emphasizes that emerging market earnings growth is not only more attractive, but also more reasonably valued. The price-to-earnings ratio for this asset class is low in absolute terms and "historically low" compared to developed markets. Furthermore, investor holdings remain low, and capital inflows are accelerating. (Jinshi)

According to Odaily Planet Daily, based on monitoring by on-chain analyst Yu Jin, Bitcoin treasury company Strategy (MSTR) purchased 535 BTC ($43 million) last week at approximately $80,340. They now hold a total of 818,869 BTC ($66.398 billion), with an average cost of $75,540, resulting in a paper profit of $4.54 billion (+7.3%). Ethereum treasury company Bitmine (BMNR) purchased 26,659 ETH ($62.14 million) last week at approximately $2,331. They now hold a total of 5,206,790 ETH ($12.132 billion), with an average cost of $3,539, resulting in a paper loss of $6.297 billion (-34.1%). Additionally, 90% of their ETH (4.713 million) is staked on Ethereum.

According to Arkham's monitoring, about an hour ago, BlackRock transferred 339 bitcoins to Coinbase, worth approximately $27.56 million.

According to Odaily Planet Daily, Nasdaq-listed Bitcoin mining company LM Funding America (LMFA) released its unaudited operating report for April 2026, disclosing its Bitcoin treasury holdings and mining output data. As of April 30, the company held 334 Bitcoins, with a total value of $25.3 million based on the monthly Bitcoin price of approximately $75,800. This equates to a Bitcoin asset value of $1.18 per share, significantly higher than the company's closing price of $0.24 on the US stock market. Data shows that the company net mined 9.4 BTC in April and sold 13.5 BTC during the month, with its Bitcoin holdings slightly lower than the 338.1 BTC held in March. Currently, the company maintains a total of 7,508 mining rigs, with a stable network hashrate of 0.79 EH/s, indicating no change in the overall hashrate.

According to Odaily Seer, the probability of Polymarket predicting WTI crude oil will reach $105 in May 2026 has risen to 66%, a 12% increase in the last 24 hours. The event contract rules state that if the highest price of any 1-minute candlestick chart for the most active WTI crude oil futures month in May 2026 is equal to or higher than the listed price, the market will declare it "yes"; otherwise, it will declare it "no." The price will be based on the price published by Polymarket, without rounding. Previously, the rules for the March WTI crude oil price prediction event contract were: if the official settlement price of the current most active (near-month) month of the Chicago Mercantile Exchange crude oil futures contract on any trading day is equal to or higher than the listing price up to the last trading day of March 2026, the market will declare it "yes"; otherwise, it will declare it "no." It is understood that Saudi Aramco is making every effort to increase exports from its western refineries. Saudi Aramco CEO Nasser has stated that the company's maximum crude oil production capacity of 12 million barrels per day is intact and ready for use. Odaily Seer continuously focuses on the prediction market, seeing changes before pricing.