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6 Feb 2026, 15:39

Waymo’s ‘Self-Driving’ Tech Questioned Over Overseas Remote Guides

Waymo’s description of its cars as “self-driving” faced new challenges in Washington on February 4.

6 Feb 2026, 15:38

Wistron chairman says AI boom is real, expects strong growth through 2027

The head of a major Taiwanese electronics company say s ar tificial intelligence is here to stay and will keep growing through 2026 and beyond, pushing back against fears that the technology sector may be overheating. Simon Lin runs Wistron, a company that makes components for Nvidia, the chip giant at the center of the AI rush . Speaking to reporters in Taipei on Friday, Lin said he believes the technology will change how every business operates. He called i t th e start of a new era rather than a temporary excitement that will fade away. Productio n se t to begin at American plants Lin sai d hi s company expects to see bigger growth in AI-related orders this year compared to what they saw in 2025. Business looks strong all the way into 2027, he added. When asked about this year specifically, he described the expected growth as major. The company’s new manufacturing plants in the United States are on track to open this year, according to plans announced previously. Jeff Lin, who serves as CEO of Wistron, said actual production at these American facilities will begin during the first six months of 2026. Some of the space at these plants will support a massive project by Nvidia to manufacture AI servers on American soil. The chip company aims to build up to $500 billion worth of these specialized computers in the US over the next four years. Last April, Nvidia revealed plans to construct supercomputer factories in Texas, working with Foxconn in Houston and Wistron in Dallas. Recent industry numbers back up this positive outlook. The worldwide semiconductor business got close to being worth $1 trillion in early 2026. Reports from the first week of February showed that computer chips used for logic operations and memory storage both grew by more than 30% compared to the same time last year. On February 5, 2026, Foxconn, which works closely with Wistron in the region, announced its January earnings hit NT$730.04 billion. That represents a jump of 35.5% from the year before. The company said strong customer interest in AI server equipment drove most of this increase. Record January revenue driven by AI server shipments. Source: Hon Hai Next-generation chips enter mass production The Texas production ramp-up comes as Nvidia moves to its newest chip design. In January 2026, the company said its “ Rubin ” platform had started full-scale manufacturing. This new system, which replaces the older Blackwell design, includes two main parts: the Vera processor and the Rubin graphics chip. Engineers built it specifically for what they call “agentic AI,” and the company expects to ship large quantities starting in the second half of this year. Making these chips requires advanced manufacturing methods. The new designs use a 3-nanometer production process, which puts extra demands on companies like Wistron to speed up their ability to assemble these products inside the United States. On February 6, 2026, Tower Semiconductor said it would team up with Nvidia to create 1.6T silicon photonics technology. This system aims to solve connection problems in large groups of graphics processors used in AI data centers. Around the same time, reports emerged that the US Department of Energy locked in $1 billion in funding to build two new supercomputers using cutting-edge AI hardware. This adds to the $500 billion in total orders Nvidia has reported for its current and upcoming chip designs. The Dallas location fits into broader efforts to bring high-tech manufacturing back to American soil to make supply chains more reliable. With production starting this semester, the facility will handle building “ AI factories “, special data centers made for training large AI models. Experts note that customer needs are changing. Rather than just training brand-new AI systems, companies now need constant computing power to run AI applications, which they call “inference” work. This requires the kind of massive server infrastructure that Wistron and Foxconn are building across America. As of early February, orders for these powerful computing systems stretch all the way through 2027, suggestin g th e current demand stems from real infrastructure needs rather than market speculation. Don’t just read crypto news. Understand it. Subscribe to our newsletter. It's free .

6 Feb 2026, 15:37

5 Market Warning Signs Investors Should Heed

Summary 2026 is shaping up to mirror 2022, with extreme equity valuations and heightened volatility reminiscent of prior market downturns. Rapid asset class moves and sharp sell-offs signal growing instability, with bubbles popping across sectors at unprecedented speeds. AI disruption is accelerating, as Anthropic's new automation tool triggered a $300 billion sell-off in software, financial, and asset management stocks on Tuesday. The S&P North American software index's 15% January drop, its worst since 2008, highlights AI's potential to spark a "White Collar Recession" before 2026. 2026 is already developing into a most interesting year for the markets and investors. As I noted in my article on Wednesday, the year is eerily similar to 2022. That year was the last down year U.S. investors have experienced. The S&P 500 was down better than 18% in 2022, and the NASDAQ lost roughly a third of its value. A tailspin broken by the debut of ChatGPT in November 2022. This triggered enthusiasm around the AI Revolution, which has been responsible for most of the gains in equities since then. This has pushed stocks into extreme valuation territory. Shiller PE Ratio (Multpl) The market seems to be developing some notable cracks early this year. In today's column, I will highlight five market warning signs investors should be paying close attention to. 1. Bubbles Popping Everywhere Moves in asset classes that used to take weeks to happen seem to be occurring in days. Sell-offs that occurred over a year now take place in months. Bitcoin has now fallen over 40% from its highs in October. Other cryptocurrencies like Ethereum have experienced more brutal declines. The global crypto market has lost nearly $1.9 trillion in value since hitting a peak of near $4.4 trillion in early October. This is based on data from CoinGecko. Thanks to declines in crypto Thursday, that number is now just north of $2 trillion. Bitcoin Prices (MarketWatch) Silver prices have had unimaginable price movements over the past week. Last Friday saw "poor man's gold" decline more than 25% in one day. That is the biggest daily move for this precious metal since the Hunt brothers tried to corner the silver market back in 1980. 2. A New AI Wrinkle It is not only the potential AI bubble that should be getting investors' attention right now. It is AI's potential to vastly disrupt other industries. On Tuesday, a new AI automation tool from Anthropic ( ANTHRO ) triggered a near $300 billion sell-off in stocks across the software, financial services, and asset management industries. A Goldman Sachs basket of software stocks sank 6% on the day. This was the biggest daily decline since the announcement of "reciprocal tariffs" back in early April. Bloomberg - 02/04/2026 It also should be noted that the S&P North American software index fell some 15% in January. This was the biggest monthly decline for the index since 2008, during the Great Financial Crisis. The sell-off has been particularly brutal on SaaS concerns over growing worries AI will severely disrupt this industry. As I discussed in my article on Thursday, AI could also potentially trigger a "White Collar Recession" before 2026 closes. Something that is not priced into the current market. KITCO 3. Problems Growing for BDCs & PE Firms The first ripples in the private credit markets emerged last summer as Tricolor Holdings and First Brands blindsided investors by filing for bankruptcy. This triggered significant write-offs at banks such as UBS, Jefferies Financial Group Inc. ( JEF ) and JPMorgan Chase & Co. ( JPM ). And if AI continues to disrupt the SaaS and software industries, it could have significant impacts on the private credit market. UBS was just out projecting that approximately 20% of private credit's outstanding loans are to the very software firms that are the most vulnerable to disruption from AI. Trepp - January 2026 Private credit has also seen its market share in commercial real estate debt grow to approximately 10%. And this is becoming an increasingly troubled asset class. Especially multi-family and office, which account for some $3.5 trillion of the approximately $4.9 trillion in CRE debt outstanding. Given these dynamics, it is hardly surprising to see stocks like Blue Owl Capital Inc. ( OWL ) being crushed here in 2026 or BDCs like Golub Capital BDC ( GBDC ) cutting their dividend payouts in 2026. OWL Stock Chart (Seeking Alpha) 4. Japanese Debt Yields The sharp rise in Japanese sovereign debt yields was a big story for most of January, before the topic got pushed off the front pages by all the other turmoil that is happening throughout the markets. SimpleVisor, Zerohedge Near-zero interest rates in Japan for decades have funded the Yen Carry Trade and provided significant liquidity for the global markets. Given Japan's debt-to-GDP ratio of approximately 230%, GDP growth of less than one percent, and elevated inflation levels, it is difficult to see how yields fall significantly from here. Rising yields also put the focus on the troubling sovereign debt levels throughout most of the G20. SimpleVisor, Zerohedge 5. Capital Expenditures Explode Meta Platforms ( META ) recently provided capex guidance of between $115 billion and $135 billion for FY2026. This is a massive boost from the $72.2 billion it spent on capex in FY2025. Almost all the increased capex needs are tied to the company's expanding AI infrastructure projects. January 2026 Company Presentation The same goes for Microsoft (MSFT), which has seen its capex needs nearly double on a quarterly basis over the past five quarters. Mr. Softie spent nearly $30 billion on capex in its most recent reported quarter. Alphabet (GOOGL) ( GOOG ) just announced its capex budget of $175-$185 billion in FY2026. The top end of that range is more than twice what Google spent on capex in FY2025. Amazon ( AMZN ) plans to spend $200 billion in capex in FY2026, up from just over $130 billion in FY2026. This huge boost in tech spending is obviously a positive for GDP growth. It is also a tailwind for the construction firms building these massive AI data centers and a boost for employment in this sector. Although once completed, data centers take very few employees to run. It is also good for chip makers and other firms that will provide the components for these facilities. FactSet, Goldman Sach Global Research However, this huge boost to capex has some negative ramifications for the market. Almost all the EPS growth in the market over the past three years has come from the Magnificent Seven. Obviously, a huge boost to capex is going to ding that growth in the coming quarters. Increased expenditures will not be matched with increasing AI-related revenues, at least in the short and medium term. Morgan Stanley Research There is also the question of whether electrical generation capacity will expand at the needed clip to be able to supply this huge new demand. Finally, much higher capex means much less cash flow available for stock buybacks, which has been a key driver of EPS growth over the past 15 years. Shiller PE Ratio (Multpl) Even with the recent volatility in the market, equities remain trading near all-time highs. Valuations are at extreme levels viewed from a historical lens and are not pricing in the increasing warning signs for the market. Therefore, my portfolio will remain conservatively positioned (25% short-term Treasuries/cash, 75% covered call holdings) as the market environment is becoming increasingly uncertain. Patient Investor

6 Feb 2026, 15:37

Binance Delisting Alert: 20 Trading Pairs, Two Perpetual Contracts Set To Be Axed

Major crypto exchange Binance reveals new delistings as February progresses.

6 Feb 2026, 15:36

Solana Liquidations Top $300M as Analysts Warn of $65 Price Target

Solana extended its sharp decline as heavy liquidations swept through the derivatives market, reinforcing bearish momentum across multiple timeframes. Over the past 24 hours, more than $300 million in long positions were wiped out, reflecting forced selling rather than organic distribution. The largest single liquidation reached $6.69 million near the $73 level, highlighting concentrated downside pressure. Consequently, Solana’s price action continues to reflect stress as traders reduce risk amid weakening structure. At the time of writing, Solana trades at $83.98, down 6.63% on the day and 27.9% over seven days . Daily trading volume surged past $15.46 billion, signaling aggressive participation during the sell-off. With a circulating supply near 570 million tokens, Solana’s market capitalization now sits around $47.5 billion. Besides price weakness, rising volume during pullbacks suggests conviction on the downside rather than exhaustion. Volume Signals Favor Continuation Over Reversal According to Umair Crypto, Solana lost the $100 point of control from its January 2024 range earlier this month. Price then dropped rapidly into the next high-volume zone between $73 and $67. That move delivered a clean decline of roughly 27%. Subsequently, price bounced about 12% from that region, confirming strong historical interest. However, Umair Crypto noted a critical shift in behavior. Price now pulls back while volume expands, signaling continuation risk. Hence, market conditions do not support a rapid V-shaped recovery. Instead, Solana must build a base and flip daily structure before any sustainable rebound emerges. Without structure, price lacks trend support. Resistance Zones Cap Any Relief Bounce Short-term charts continue to reflect selling dominance. Morecryptoonl observed a strong intraday downtrend on the 30-minute timeframe. Solana prints lower highs and sharp impulsive declines, confirming bearish control. Additionally, weak dip demand appears after the recent vertical breakdown. Source: X Immediate rebound interest sits near $77 to $78. However, overhead resistance remains heavy. The $80.59 to $89.61 zone aligns with the 38.2% to 61.8% Fibonacci retracement range. Consequently, sellers may defend this area aggressively. Failure to reclaim $89.61 keeps downside targets at $70 and $62 in focus. Weekly Breakdown Reinforces Macro Bearish Bias On the higher timeframe, Bitcoinsensus confirmed a macro Head and Shoulders breakdown on the weekly timeframe. The pattern developed over nearly two years. The left shoulder formed near $210. The head peaked above $300. The right shoulder failed near $250, reflecting weakening upside strength. Significantly, price broke below the neckline around $120 to $125 during the recent sell-off. That move validated the bearish formation. Immediate support now sits near $100, followed by $80. Historical demand clusters near those levels. However, a decisive loss of $80 exposes the $60 to $65 zone.

6 Feb 2026, 15:36

StorX Network (SRX) defies market downturn to lead decentralized storage sector in gains

StorX Network’s SRX has bucked the overall bearish trend as other storage tokens flounder. The latest rally has helped it overthrow Storj (STORJ) token in the global market cap rankings. Messari analysts tipped the DePIN category for a big year in 2026. StorX Network has gotten some shine recently as it has posted a relatively strong performance even as the broader crypto market has been rocked by macro headwinds and internal inadequacies. According to data from CoinMarketCap, the decentralized storage sector is currently having a hard time, and even the heavyweights have not been exempted. Giants like BitTorrent (BTT), Arweave (AR), and Walrus (WAL) reportedly suffered double-digit losses over the last week, dropping 13.65%, 23.31%, and 21.99%, respectively. Despite the current bloodbath across the markets, the DePIN sector is expected to perform better this year than it did last year, when it raised nearly $1 billion in capital across a total of 91 rounds, fewer than the number it took to raise the almost $700 million it achieved in 2024. Storx Network has defied general market downturns Storx Network has recently displayed a steadiness that is seemingly creating a price floor that other storage tokens lack. Amid general volatility, StorX Network (SRX) is trading at $0.06767, maintaining above the green line over the last 7 days. With a circulating supply of 725.44M SRX and a steady 24-hour trading volume of nearly $3 million, liquidity remains healthy despite the bearish macroeconomic environment. The stability has propelled StorX to a market capitalization of nearly $49.1 million, putting it ahead of Storj (STORJ) token, which it is often compared to, with its $47.6 million market cap after an 11.39% weekly decline. Storj has lost ground due to recurring internal issues While there was never a “hard fork” in the sense of a sudden blockchain split (like Bitcoin vs. Bitcoin Cash), StorX launched in mid-2021 as a software fork based on the legacy code of Storj v2. As such, the projects are often compared to each other. However, the older Storj has faced recurring issues due to the pressure on its token for node operator payouts, which triggers volatility risks. Storj pays its nodes in Storj tokens instead of fiat or stablecoins, which exposes the operators to price swings. Hence, when the token value drops sharply, payouts are affected, and Storj risks facing higher effective costs when buying back tokens to distribute. There are now fears that without price appreciation or a significant demand for its storage spaces, Storj could face a depletion of its token reserves for payouts by mid or late 2026. Some node operators and users have criticized the current token model as counterproductive for attracting and retaining node operators and have suggested alternatives, such as stablecoins or traditional payment processors, to address crypto volatility and forex issues. SRX taps retail liquidity for positive performance Retail interest appears to be consolidating around SRX as the value play for the month because of its defiant performance, which creates a positive loop where good performance is rewarded with stronger returns. The Storx Network’s robust node infrastructure acts as a key stabilizer. Unlike purely speculative assets, StorX is backed by a decentralized network of hosting nodes that earn SRX for storing encrypted data segments. By incentivizing node operators to provide storage capacity, StorX has an ecosystem where participants are less likely to liquidate during short-term market dips. The utility-driven demand appears to be mostly responsible for creating a price floor that other storage tokens have been unable to replicate. As such, while the market leaders bleed value, SRX has shown positive signs of stability with corresponding 7-day metrics that have helped it flip OG projects like Storj in the global market cap rankings. On the institutional side, the DePIN category is also tipped for growth by Messari analysts . Their 2025 report shows that a small but growing group of DePIN networks saw persistent onchain revenue growth even during times when the overall market was not doing so well. As far as Messari is concerned, this is proof that DePIN projects fare better in bear markets than regular alt projects and L1s. As enterprise demand for decentralized cloud storage grows, networks that offer consistent uptime and sustainable node rewards, like StorX, are expected to continue to capture market share from older, more volatile protocols.