European regulators warn Polymarket and Kalshi that they may lack the necessary licenses to serve EU users.

Oracle has announced its fiscal 2027 first quarter results: adjusted earnings per share (EPS) stood at $1.92, beating the market consensus estimate of $1.75; adjusted total revenue hit $19.35 billion, also exceeding the $19.13 billion forecast. By business segment, cloud infrastructure (IaaS) revenue reached $7.39 billion, surpassing expectations of $7.19 billion; software support revenue totaled $4.9 billion, slightly above the $4.88 billion estimate; software license revenue came in at $655 million, however, missing the $718.8 million forecast. Boosted by the strong results and cloud business performance, Oracle (ORCL) saw its U.S. stock rise more than 5% in after-hours trading. In recent years, Oracle has been accelerating its heavy bet on AI cloud infrastructure. At the end of its last fiscal year, the company’s remaining performance obligations (RPO) reached $638 billion, up 363% year-over-year, with large-scale AI cloud contracts acting as a key driver of order growth.

The U.S. Securities and Exchange Commission (SEC) recently proposed reforms to rules for registered transfer agents, aiming to explicitly allow electronic databases—including blockchain—as official records of securities ownership. Currently, tokenized securities often have both on-chain token ledgers and off-chain official shareholder registers; the need to continuously reconcile these two systems increases operational costs and legal risks. If the new rules are approved, blockchain is expected to serve as the primary record for securities, eliminating the need for tokenized securities to maintain duplicate off-chain ownership records. SEC Chair Paul Atkins stated that the reforms aim to align transfer agent rules with advancements in electronic record-keeping and blockchain technology. However, this does not mean tokenized securities will become fully permissionless assets. Issuers and transfer agents must still comply with regulatory requirements such as investor identity verification, transfer restrictions, succession protocols, and shareholder notifications; blockchain will primarily function as a legally recognized ownership record infrastructure. The SEC previously noted that, provided they meet federal securities laws’ requirements for record-keeping, reporting, and audits, registered transfer agents may use distributed ledgers as official shareholder registers without maintaining additional off-chain "digital twin" records. The rule proposal is open for public comment for 60 days. If finalized, blockchain will further evolve from a "technical shell" for tokenized securities to a core component of U.S. securities market infrastructure, removing key legal and operational barriers to the full on-chain migration of traditional assets like stocks and funds.

On September 10, the Trump administration announced it would issue a one-time $500 "refund" to nearly 1 million enrollees in the Affordable Care Act (Obamacare), with disbursements scheduled for October—just weeks ahead of the U.S. midterm elections. Eligible consumers are primarily those who purchased Obamacare plans via HealthCare.gov, have incomes roughly four times the federal poverty level, and did not receive federal subsidies, covering 30 states. The White House said the funds are refunds for unused health insurance marketplace operating fees previously collected by the federal government, arguing these costs were ultimately passed on to consumers. However, the policy has sparked controversy. Health policy experts point out that the Biden administration actually lowered ACA marketplace user rates, and such fees are not the main driver of this year’s sharp premium hikes. Meanwhile, after additional health insurance subsidies expired, many consumers face thousands of dollars in premium increases this year, with the $500 refund covering only a small portion of that cost. Notably, Trump’s refund announcement comes as midterm elections near. Earlier, he also proposed that if the Republican Party holds onto control of Congress in the November midterms, it would distribute $5,000 "dividends" to U.S. households. As healthcare, cost of living and other issues remain top voter concerns, the Trump administration is ramping up policies that directly deliver economic benefits to the public.

Beating AI Express News: OpenAI Codex product lead Tibo stated, "To ensure existing users get an excellent experience and can continue using Astra, we are pausing new subscriptions to the $200 monthly Pro plan. This plan puts the most strain on our systems, so we want to make the smallest adjustment possible to keep access open to as many users as we can. All other plans and API services remain fully operational. Existing accounts will not be affected at all, and we are working to add more capacity as quickly as possible."

US stocks closed Thursday: The Dow Jones fell 0.6%, the S&P 500 dropped 0.58%, and the Nasdaq declined 0.65%. Nvidia (NVDA.O) fell 2.2%, Intel (INTC.O) dropped 5.5%, SK Hynix (SKHY.O) declined 5.2%, while Apple (AAPL.O) gained 3.5%. Among crypto-related concept stocks: MSTR fell 3.12%, CRCL dropped 2.82%, COIN declined 1.40%, SBET fell 1.29%, PURR plunged 8.49%, and HOOD fell 1.69%.

Beating AI News Brief: OpenAI officially launches the Agents API beta, making available to all developers the agent framework and infrastructure previously used to power Codex and enterprise ChatGPT. Developers can directly build production-grade AI agents via the API, with billing based on token consumption and tool call volume. The Agents API prioritizes long-running and complex task execution: developers only need to specify the task, model, tools, and runtime environment in a single API call to create an agent. Its core capabilities include automatic context compression, parallel tool calls, and multi-agent collaboration, supporting agents to run continuously for hours or even days. OpenAI disclosed customer cases showing SafetyKit cut per-case processing costs by 60% after integration, Hypha reduced agent response failure rates by 86%, Cirridae’s evaluation score rose from 0.71 to 0.85, and latency dropped 4x. For infrastructure, the Agents API uses the same sandbox environment as Codex and ChatGPT, and has integrated partners including Blaxel, Cloudflare, DigitalOcean, Oracle, and Vercel, supporting various CPUs, GPUs, memory, and deployment environments. OpenAI added that the Agents API is built on the open-source Codex execution framework, and supports tools such as MCP, custom functions, and web search. This launch marks OpenAI’s expansion of Codex from an AI programming product into a developer-focused agent infrastructure platform.