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AI cloud providers scale infrastructure as demand accelerates

  • CoreWeave (NASDAQ:CRWV) reported Q2 2026 revenue of $2.58 billion, more than doubling year over year, with revenue backlog reaching approximately $104 billion.
  • The company reported adjusted EBITDA of $1.51 billion, while GAAP net loss widened to about $626 million as infrastructure investment continued.
  • AI cloud providers are expanding computing capacity through financing, customer partnerships, and specialized infrastructure while managing high capital requirements.
Read more: AI cloud providers scale infrastructure as demand accelerates
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Why crypto custody is becoming a battle for institutional capital

  • BitGo reported 19% second-quarter revenue growth and US$4.3 billion in custody assets.
  • Institutional crypto infrastructure firms are competing across custody, settlement, staking, and trading services.
  • Regulation, security requirements, and institutional licensing remain the biggest barriers in this sector.
Read more: Why crypto custody is becoming a battle for institutional capital
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Major property groups cash in retail assets to boost liquidity

  • Lendlease executed a contract to divest its 50% stakes in two high-profile shopping centres, Lakeside Joondalup and Westfield Carindale, to Cbus Property for approximately $1.3 billion.
  • The transaction highlights active capital recycling across major Australian property groups, with Lendlease Group shares reacting at $3.14 following the announcement.
  • Sector participants continue to focus on operational streamlining, liquidity enhancement, and capital return strategies amid evolving commercial property valuations.
Read more: Major property groups cash in retail assets to boost liquidity
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Coach’s growth is reshaping the luxury accessories race

  • Tapestry (NYSE:TPR) reported fiscal 2026 revenue of $8 billion, up 14%, as Coach revenue increased 24% for the year.
  • Ralph Lauren is also posting double-digit growth, while Capri and LVMH’s Fashion & Leather Goods business show a more mixed sales picture.
  • The sector now faces uneven consumer demand, tariffs, currency movements and pressure to protect margins while maintaining brand growth.
Read more: Coach’s growth is reshaping the luxury accessories race
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The stablecoin cracks exposing deeper DeFi reserve risks

  • Neutrl halted redemptions for its US$486 million NUSD stablecoin after reserve concerns emerged around its exposure to Resolv.
  • The situation has drawn attention to reserve transparency, collateral structures, and liquidity risks across decentralised stablecoin projects.
  • Reserve quality and redemption access remain the key factors separating more resilient stablecoin models from structurally weaker ones.
Read more: The stablecoin cracks exposing deeper DeFi reserve risks

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