TSMC increases investment in the United States, overseas expansion will continue to compress profit margins

Token Terminal data shows that the open interest contract volume of Hyperliquid has increased by about 130% compared to the low point in early February. （Cointelegraph）

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Alphabet and Tesla will release their Q2 2026 financial reports after the US stock market closes tonight. The market expects Alphabet's second quarter revenue to be approximately $116.8 billion, with earnings per share of $2.87, with a focus on Google Cloud business growth, AI infrastructure capital expenditures, and the commercialization progress of Gemini's big model. The market expects Tesla's Q2 revenue to be approximately $25.31 billion with earnings per share of $0.50, with a focus on the impact of delivery growth on revenue and profit, automotive gross profit margin performance, as well as business developments such as Robotaxi, energy storage, FSD, and Optimus.

Thomas Wolf, co-founder and Chief Scientific Officer of Hugging Face, responded to the OpenAI testing model intrusion incident, stating that network security teams must always have access to open weight models with sufficient capabilities. Thomas Wolf stated that the defense needs to call upon tools that are close to the forefront level within minutes or hours, and cannot wait for a closed application and review process. Hugging Face attempted to analyze over 17000 attack records using commercial APIs, but failed to intercept them securely. Eventually, GLM 5.2 was run locally to complete event reconstruction. Thomas Wolf believes that model transparency and capability access directly determine the ability of security teams to handle attacks.

Lookonchain monitoring shows that a certain whale has placed over 20 times more orders of 2353 xyz: XYZ100 in the past 20 hours, with a value of 68.2 million US dollars and a clearing price of 26834 US dollars.