Latest stories・Page 6
Crypto
SEC crypto advocate Hester Peirce to leave on October 2, 2026; White House has not named successor
Hester Peirce will leave the SEC on October 2, 2026, leaving the commission with two members. In August 2026, the SEC proposed Regulation Crypto Assets; in September 2026, it issued an order allowing some tokenized U.S. stocks to trade.
Institutional views
BlackRock’s week-of-Sept. 21, 2026 commentary: AI buildout and government borrowing compete for capital
In its Weekly market commentary for the week of Sept. 21, 2026, BlackRock Investment Institute said AI construction is competing with government borrowing for capital and will keep borrowing costs elevated; it remains overweight U.S. equities and AI while selective in credit.
Taiwan
TSMC A16 Uses Backside Power Delivery, Set for Q4 2026 Mass Production
A16 is expected to enter mass production in Q4 2026, using the Super Power Rail backside power delivery network and GAAFET nanosheet transistors, according to reports cited by TrendForce.
Institutional holdings
Pershing Square 2026Q2 13F: Reported holdings reach $19.47 billion across 14 positions
As of June 30, 2026, Pershing Square reported 14 positions worth $19.47 billion for 2026Q2, adding Visa, Mastercard, S&P Global, Netflix and Pershing Square USA while exiting Alphabet and trimming Amazon and others.
Institutional holdings
ARK’s 2026 Q2 filing shows $15.4 billion portfolio, with SpaceX leading new positions
As of June 30, 2026, ARK reported 191 holdings worth $15.40 billion for 2026 Q2; SpaceX, Cerebras Systems and X-Energy were new positions, while Tesla and AMD were reduced.
US stocks
U.S. Stocks Close Lower: Nasdaq Falls 1.13%, S&P 500 Down 0.75%
All three major U.S. indexes closed lower Wednesday as rising Treasury yields and rate-hike concerns pressured stocks, while energy prices rose.
AI & Tech
Microsoft introduces new Copilot with Home, Code and Autopilot
Microsoft is expanding Copilot with integrated interaction, natural-language development and autonomous task handling; features will roll out in phases, with some capabilities billed by usage.
Crypto
Circle and Tether freeze about $318,000 linked to Bitget theft
Circle and Tether blocked a wallet tied to the Bitget theft, freezing about $318,000 in USDT and USDC, while more than 63,000 ETH remained movable.
Institutional holdings
Stanley Druckenmiller's Duquesne Family Office 13F: Increases Amazon and TSMC Stakes, Liquidates Broadcom and Intel
Duquesne Family Office's latest 13F filing shows its reported portfolio grew past $5.2 billion. Top holding Natera reached 16.6% of the portfolio, while stakes in TSMC ADR and STMicroelectronics increased. Duquesne significantly increased Amazon, added Alphabet, and liquidated Broadcom, Intel, and Micron.
Institutional holdings
Duan Yongping's H&H Latest 13F: Cuts Nvidia by Over 50%, Exits TSMC, Adds PDD and Initiates Alibaba
H&H International Investment reported total 13F holdings of $19,100,584,155 for the quarter. The firm reduced Nvidia by over 54% and exited TSMC and CrowdStrike, while trimming Alphabet and Microsoft. It also added to PDD Holdings and initiated a new position in Alibaba, with Apple and Berkshire Hathaway remaining top holdings.