Market data shows BTC has broken through $65,000, currently reported at $65,007.44, with a 24-hour increase of 0.6%. The market is highly volatile, please exercise risk control.

Brent crude oil fell 2.00% during the day, now at $81.07 per barrel. (Jin Shi)

August 7 news, U.S. President Trump said in an interview with Punchbowl News, "I saw the other day that Texas seems to be opposed to building data centers. I think that's a mistake. I'm not taking a position—I just think it's a mistake, because there are other communities that want to build data centers. When a community is willing to accept data centers, it means a lot of money will flow into that community. I don't think they're ugly. Some of the data centers I've seen are the most incredible buildings I've ever seen. They are very important to the economy. If Texas says no to data centers, that's a mistake, because data centers may be more important than oil."

On August 7, according to CCTV International News, US President Trump will convene executives from some of the world's largest mining companies at the US State Department on August 7 local time, in an effort to take action to 'secure critical mineral supplies for the US and its allies.' Reuters reported that the US urgently needs critical minerals to replenish weapons inventories depleted during the war against Iran. During the more than five-month war with Iran, the US military expended large quantities of precision-guided missiles and air defense interceptors. US defense officials and lawmakers have warned that given existing production capacity constraints, replenishing some stockpiles could take years—although the Trump administration has denied reports of a so-called 'severe shortage of ammunition stockpiles.' According to Pentagon officials and defense companies, supplies of minerals such as rare earths, tungsten, germanium, and scandium are essential for manufacturing precision-guided missiles, fighter jets, armored vehicles, infrared sensors, and other advanced weapons systems. Expected attendees include industry giants such as global mining giant Rio Tinto Group, Australia's BHP, US Freeport-McMoRan, US Mountain Pass Materials, US Rare Earths, US Energy Fuels, and Canada's Metals Company. According to sources, the Trump administration plans to announce multiple deals and memorandums of understanding.

August 7 news, according to Bloomberg, people familiar with the matter revealed that the U.S. government department responsible for investigating chip export control violations is reviewing Chinese AI companies' leasing of computing power in third countries to obtain Nvidia advanced chips.

August 7 news, Bernstein said it raised the target price for SpaceX (SPCX.O) from $239 to $248, raised the target price for Cloudflare (NET.N) from $136 to $164, and raised the target price for Lockheed Martin (LMT.N) from $614 to $629.

On August 7, spot silver surged 5.00% intraday, now quoted at $64.60 per ounce. Spot gold continued to hit a fresh high since June 18. (Jin10)

August 7 news: Google is consolidating its artificial intelligence leadership team at its headquarters in Mountain View, California, in a bid to gain an edge in the increasingly fierce competition with Anthropic and OpenAI and build the world's most powerful AI model. Google's move to centralize its AI leadership aims to reverse the situation that has plagued the company since 2023. At that time, Google merged its two previously independently operated flagship labs: Google Brain, based at the company's Mountain View headquarters, and DeepMind, rooted in London. Although the two labs were unified under Google DeepMind, the research teams still worked on different continents. According to people familiar with the matter, this increased the difficulty of decision-making and frustrated talent in both locations. (Wall Street Journal)

Microsoft announced multi-year funding support totaling $60 million to the U.S. Department of Energy's Genesis project. Under the plan, Microsoft will disburse $40 million in Azure compute and AI credits over three years, and invest $20 million in solution engineering and support services. In addition to funding, Microsoft is establishing a new coordination center called SPARK (Strategic Partnership for Advancing Research and Knowledge Science) to serve as the single entry point for collaboration between Genesis and Microsoft.