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On August 18, Nvidia supplier Fabrinet released strong earnings and exceeded performance guidance, but due to weak performance in data communications and overall pressure on AI infrastructure stocks, the company's stock fell over 11% pre-market, reaching $531.48. Fabrinet's adjusted earnings per share for the fourth fiscal quarter were $4.10, surpassing the market expectation of $3.81; revenue grew 45% year-over-year to $1.32 billion, also exceeding analyst expectations of $1.28 billion. The company expects adjusted earnings per share for the first fiscal quarter to be between $4.10 and $4.25, with revenue between $1.375 billion and $1.425 billion, all above market expectations. The strong performance was primarily driven by demand from data centers. CEO Seamus Grady stated that customer demand is 'endless' at the moment. However, the company's data communications revenue fell 1% quarter-over-quarter to $258 million, raising concerns among investors despite high-performance computing revenue increasing 11% quarter-over-quarter to $118 million. B. Riley lowered Fabrinet's target price from $635 to $598 while maintaining a 'neutral' rating. Fabrinet is also a key supplier for Nvidia, but B. Riley's data indicates that its revenue from Nvidia is expected to decline by 21% year-over-year to $742 million in the fiscal year 2026. Although Barclays and JPMorgan have raised their target prices to $739 and $695 respectively, they also pointed out concerns regarding the data communications and high-performance computing businesses. As of the market opening on August 18, Fabrinet's stock has risen 31% year-to-date, with an increase of over 80% in the past 12 months.

Dylan, the founder of SemiAnalysis, revealed that Anthropic may be holding a more powerful model than the publicly available version, which has not been released due to regulatory and safety pressures. He mentioned that Anthropic's Mythos has long been completed but has been delayed for months, and Mythos 2 is reportedly also finished but remains unreleased. The publicly available Fable has incorporated a large number of safety classifiers, with very strict access restrictions. Dylan believes that what is truly noteworthy is that, although these more powerful models are not available to the public, Anthropic is likely still using them internally to continue training the next generation of models. This means there may already be a significant gap between the AI capabilities seen by the public and those truly possessed within the laboratory.

On August 18, Metaplanet will inject 2,100 BTC, worth approximately $132 million, into the Nasdaq-listed company Super League (SLE), along with an additional cash investment of $2.5 million. Super League will be renamed 'Superplanet,' with a proposed stock ticker change to SUPA. Upon completion of the transaction, Metaplanet is expected to hold about 95.7% of Superplanet's shares, establishing a publicly listed Bitcoin treasury platform in the U.S. to leverage the American capital markets for financing. Superplanet plans to tap into the growing 'digital credit' market by issuing dollar-denominated perpetual preferred shares for financing and using the raised funds to further acquire Bitcoin, while relying on dollar reserves and operational cash flow to support dividend payments. Metaplanet stated that this strategy aims to increase the amount of BTC per share for Superplanet and enhance the Bitcoin holdings per share of Metaplanet at the group level. This structure will create two major publicly listed Bitcoin treasury platforms under the group, one in Japan and the other in the U.S., to continuously increase BTC holdings through the capital markets in both regions.