Chinese manufacturers rethink south-east Asia pivot after Donald Trump's tariffs
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How Coinbase, Robinhood, Circle Could Benefit From The SEC's New 'Project Crypto'
Amid a sharp Friday sell-off in markets, the SEC unveiled what Bernstein analysts call "the boldest and most transformative crypto vision ever laid out by a sitting SEC chair." What Happened: In a speech titled "Project Crypto," SEC Chairman Atkins outlined a sweeping reform agenda that reimagines U.S. capital markets around blockchain-native infrastructure and tokenized assets. According to a note on Aug. 4, the speech challenges decades of regulatory precedent. "Our regulatory framework need not be anchored to an analog past, unkind to new frontiers," Atkins said. "The future is arriving at full speed, and the world is not waiting." Atkins formally acknowledged that "most crypto assets are not securities," calling for the SEC to use its interpretative and exemptive powers to clarify the classification of digital assets, distinguishing between digital commodities, stablecoins, and digital collectibles. This marks a decisive break from previous SEC posture. Bernstein notes that the SEC intends to "reshore" crypto innovation by allowing U.S. firms to issue tokenized versions of stocks and bonds domestically, eliminating the need for offshore structures. Also Read: Why It Matters: The report says the agency has already received tokenization proposals from major Wall Street institutions and unicorn tech companies. Crucially, Project Crypto envisions a "Reg-Super App" framework: consolidating multiple financial licenses under one umbrella, enabling broker-dealers to offer both traditional securities and crypto-native services such as staking and lending through a single platform. The SEC also aims to support "big beautiful on-chain software systems," Bernstein writes, by updating agency rules to facilitate decentralized financial infrastructure like automated market makers and blockchain-based lending. These changes would enable 24/7 instant settlement, asset cross-collateralization, and on-chain interoperability across asset classes. As Atkins summarized, "It is time to upgrade the financial system from online to on-chain." Bernstein analysts view this shift as a dismantling of traditional regulatory moats. "Within our coverage," they write, "platforms such as Coinbase (NASDAQ:COIN), Robinhood (NASDAQ:HOOD), Circle (NYSE:CRCL) can now connect the bridge from native Crypto capital markets to broader integrated on-chain capital markets." Read Next:Image: Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? COINBASE GLOBAL (COIN): Free Stock Analysis Report This article How Coinbase, Robinhood, Circle Could Benefit From The SEC's New 'Project Crypto' originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Why Navitas Semiconductor Stock Plummeted Last Week
Key Points Navitas stock sank early in last week's trading in response to U.S.-China trade news. A trade agreement between the U.S. and China could eventually mean that Navitas winds up facing far more competition. Selling into the Chinese market presents big opportunities for Navitas, but competition from Chinese suppliers is a long-term risk factor. 10 stocks we like better than Navitas Semiconductor › Navitas Semiconductor (NASDAQ: NVTS) stock saw big sell-offs in conjunction with news on the trade front last week. The company's share price fell 9.2% from where it stood at the previous week's market close. Meanwhile, the S&P 500 was down 2.4%, and the Nasdaq Composite slipped 2.2%. Navitas' valuation got hit with a steep pullback early in the week due to fresh developments in the trade war between the U.S. and China. On the other hand, the company's share price actually saw substantial recovery later in the week after it was announced that the tech specialist had won a new battery contract with a major Chinese customer. Navitas stock saw wild swings on China-related news The Trump administration announced on July 28 that it had paused restrictions preventing semiconductors for artificial intelligence (AI) and chip manufacturing equipment from being sold to China. The administration lifted the restrictions in order to increase the chances of getting a trade deal done with China, and it's possible that a trade agreement between the two countries could create some headwinds over the long term for Navitas. The tech specialist produces gallium nitride (GaN) power chips and silicon carbide (SiC) technologies, and a trade deal could reduce competitive barriers and mean that the company winds up facing pressures from Chinese suppliers in its core product categories. Navitas' trade situation is complicated While Navitas stock suffered a big pullback early in the week in response to trade news, its share price saw some significant recovery after the company announced it was providing technology for a new device charger from Xiaomi -- one of China's largest tech players. Xiaomi's next-generation 90W GaN charger will make use of Navitas' GaNSense Control integrated circuits. The Chinese market presents potentially massive opportunities for Navitas, but there's also a risk that competition from other GaN and SiC suppliers in the country will lead to commodification trends that hurt its long-term outlook. Should you invest $1,000 in Navitas Semiconductor right now? Before you buy stock in Navitas Semiconductor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Navitas Semiconductor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $624,823!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,820!* Now, it's worth noting Stock Advisor's total average return is 1,019% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Navitas Semiconductor Stock Plummeted Last Week was originally published by The Motley Fool Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
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SiMa.ai secures $85m to support global expansion
US-based start-up has raised $85m in an oversubscribed funding round led by hedge fund firm Maverick Capital. The investment increases the company's total capital raised to $355m. New investor StepStone Group, alongside existing supporters, also joined the round. The company, which focuses on delivering purpose-built hardware and software solutions for Physical AI, plans to use the new funds to support its global expansion. It will also use the proceeds to further enhance its Physical AI platform. This includes investing in software innovation, go-to-market strategies, customer success initiatives, and strengthening its roadmap in the automotive sector. founder and CEO Krishna Rangasayee said: 'This new funding further validates our leadership in the Physical AI space and the growing demand for Physical AI solutions that deliver best-in-class performance per watt with industry-leading ease of use. 'With strong support from new and existing investors, we're scaling quickly to extend our competitive lead and meet global customer demand across robotics, automotive, industrial automation, aerospace & defence, smart vision, and healthcare.' core offering, the ONE platform, combines purpose-built silicon with a software-centric design to optimise performance and simplify deployment. The platform includes Modalix, a second-generation multimodal machine learning system-on-chip, and software suite Palette. These tools support major ML frameworks, facilitating rapid AI adoption across sectors. Maverick Capital managing partner Andrew Homan said: ' is redefining what's possible at the edge by combining world-class silicon with a uniquely software-centric approach to Physical AI. 'Their ability to deliver high-performance, low-power solutions with frictionless deployment positions them to lead in a market that's scaling fast. We're thrilled to support as they accelerate their growth and continue to deliver transformative value across industries.' In a previous funding round in April 2024, secured $70m to advance chip technology for autonomous vehicles. " secures $85m to support global expansion" was originally created and published by Verdict, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
