Why Wall Street Values Some Crypto Companies by AI Compute Power Instead of Crypto Itself

AI News Flash: Wall Street’s valuation logic for certain crypto companies is undergoing a structural shift. Previously, investors evaluated crypto firms based on Bitcoin holdings, trading volume, mining revenue, and assets under management—essentially their exposure to digital assets themselves. However, in June 2026, Galaxy Digital’s stock surged, driven not by crypto price increases or ETF inflows, but by investors revaluing its Helios data center campus in Texas.

2026-06-26 · 3 min · 516 words · Judy

Anthropic Claude Is Capturing the Paid Consumer Market Historically Dominated by ChatGPT

AI news flash: Based on anonymized transaction data from Indagari tracking over 28 million US consumers, paid Anthropic Claude users are growing steadily. The data covers weekly transactions from 2025 through May 10, 2026, including subscriptions and API token purchases, showing Claude’s paid user count and revenue has grown month-over-month since January 2026, with a cumulative increase of approximately 75%.

2026-06-26 · 3 min · 525 words · Judy

Patronus AI Secures $50M Funding to Build Virtual Digital Worlds for Stress-Testing AI Agents

AI news flash: Patronus AI is a San Francisco startup founded in 2023 by former Meta AI researchers Anand Kannappan and Rebecca Qian, specializing in creating simulated digital environments for AI model providers and developers to assess AI agent reliability in complex real-world scenarios. Its core technology called Digital World Model can replicate websites and enterprise internal systems, allowing AI agents to undergo stress testing in these simulated environments. The training approach uses reinforcement learning, rewarding successful task completion and penalizing errors to iteratively improve agent performance.

2026-06-26 · 3 min · 506 words · Judy

SoftBank shares plunge over 12%, market worries about OpenAI delayed IPO plan

AI news flash: Hit by reports that OpenAI is considering delaying its IPO, Japanese tech giant SoftBank Group’s stock price plunged over 12% during Friday morning trading, sparking widespread market concern. After the news broke, investors rushed to lock in profits, causing tech stocks to tumble across the board and dragging the Nikkei average down nearly 4% for the day, with market sentiment turning clearly cautious. SoftBank Group Chairman and CEO Masayoshi Son has long viewed OpenAI as a core investment target, and his Vision Fund placed a highly concentrated bet on ChatGPT’s developer, making SoftBank’s stock price extremely sensitive to any OpenAI developments.

2026-06-26 · 3 min · 482 words · Judy

White House Asks OpenAI to Delay New Model Release Over Safety Concerns

AI News Flash: OpenAI’s latest model GPT-5.6 will be released in a completely different way than before. According to The Information, OpenAI CEO Sam Altman told employees this week in an internal meeting that the Trump administration is requiring the company to “review each customer’s access eligibility on a case-by-case basis” during the preview period, with no public release and limited to a few specific partners. If this limited release goes smoothly, OpenAI hopes to do a broader public release “in a few weeks”.

2026-06-26 · 3 min · 631 words · Judy

Toshiba's Lost Crown Jewels: Kioxia Memory Chip Factory and US Nuclear Power Both Soar in AI Era

AI News Flash: Toshiba once had grand ambitions to dominate both memory chips and nuclear power, but after a management crisis broke out in 2016, it was forced to sell off these two core businesses. The memory unit changed hands at a low valuation, later rebranded as Kioxia; the US nuclear subsidiary Westinghouse Electric filed for bankruptcy protection. Ironically, about a decade later, both businesses Toshiba gave away have surged on AI demand—Kioxia is now worth ~$350B as a key NAND supplier, while Westinghouse’s value has skyrocketed as nuclear power becomes essential for AI data centers.

2026-06-26 · 2 min · 412 words · Judy

Evaluating GitHub Copilot Agentic Harness Performance and Efficiency Across Models and Tasks

AI News: GitHub Copilot recently released its Agentic Harness evaluation results across models and tasks. The framework’s core advantage is balancing performance and flexibility - achieving excellent results on industry benchmarks while demonstrating outstanding token efficiency, completing the same programming tasks with fewer tokens. Additionally it supports over 20 language models for developers to choose from, enabling flexible switching between OpenAI, Anthropic and other mainstream models.

2026-06-26 · 2 min · 414 words · Judy
Claude Code Creator Boris Talk Summary: 14 Practical Tips You Might Not Know

Claude Code Creator Boris Talk Summary: 14 Practical Tips You Might Not Know

Claude Code creator Boris shares 14 practical tips including initial setup, codebase Q&A inquiry methods, CLAUDE.md configuration, shortcuts, and hidden features, helping developers use AI assistants more efficiently for programming.

2026-06-26 · 8 min · 1573 words · Judy

South Korea Plans New Chip Industry Cluster to Address AI Wave's Capacity Pressure

AI news flash: The South Korean government is expected to officially announce the plan for a new chip manufacturing cluster this Monday, a major policy move in response to the capacity pressure from explosive AI demand. According to a senior presidential adviser, South Korea must accelerate its semiconductor production capacity to maintain a competitive edge in the global AI race. Notably, the adviser highlighted that Samsung Electronics and SK Hynix’s cluster construction timeline could be advanced by a full decade.

2026-06-25 · 3 min · 507 words · Judy

Story Protocol Rebrands as DATA Foundation, Full Pivot to AI Data Infrastructure

Story Protocol announces brand transformation, rebranding as DATA Foundation, pivoting core strategy from blockchain IP licensing layer to AI data supply infrastructure. Story co-founder Andrea Muttoni points out fundamental conflicts between original permissionless licensing model and mainstream media, gaming, and brand companies’ high demand for IP control, forcing the project to reposition.

2026-06-25 · 3 min · 529 words · Judy
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