---
title: "Crypto Regulatory Shifts and AI Hardware Surge: Cross-Border Tech Stocks Navigate Divergent Paths"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301013009.md"
description: "Tower Semiconductor's PHLX inclusion and Hesai's LiDAR growth highlight AI infrastructure momentum, while SEC's crypto exemption and China's brokerage crackdown create divergent paths for cross-border tech stocks. Ginkgo's Eli Lilly partnership and Duolingo's target-price doubling contrast with MARA's competitive pressures."
datetime: "2026-10-06T09:16:57.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301013009.md)
  - [en](https://longbridge.com/en/news/301013009.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301013009.md)
generator: "portal-rs"
---

# Crypto Regulatory Shifts and AI Hardware Surge: Cross-Border Tech Stocks Navigate Divergent Paths

Regulatory shifts and AI infrastructure demands reshaped cross-border tech stocks this week. Tower Semiconductor (TSEM.US) surged 4.5% after joining the PHLX index on September 28, securing $1.3B in silicon photonics contracts for AI data centers. Hesai Group (HSAI.US) reported 60% year-over-year LiDAR revenue growth in Q2 as Morgan Stanley increased its stake to 8.16%, while its Kosmo spatial intelligence platform attracted Alibaba and Tencent-backed Sharpa's $450M funding. SEC's temporary exemption for tokenized securities propelled SharpLink Gaming (SBET.US) up 5.3% weekly, though Hyperliquid Strategies (PURR.US) faced volatility after Trump's endorsement triggered a 31% intraday swing. Ginkgo Bioworks (DNA.US) doubled following its AI drug discovery partnership with Eli Lilly, contrasting with UP Fintech (TIGR.US) accelerating Southeast Asian expansion amid China's brokerage crackdown. Duolingo (DUOL.US) saw its price target double to $210 despite CEO share sales, and Vishay (VSH.US) rose 17% on AI power component demand. Bitcoin miner MARA (MARA.US) lost ground to competitors holding larger BTC reserves, while Regencell Bioscience (RGC.US) traded on speculative volume spikes without corporate catalysts.

### Related Stocks

- [HSAI.US](https://longbridge.com/en/quote/HSAI.US.md)
- [MARA.US](https://longbridge.com/en/quote/MARA.US.md)
- [TSEM.US](https://longbridge.com/en/quote/TSEM.US.md)
- [RGC.US](https://longbridge.com/en/quote/RGC.US.md)
- [DUOL.US](https://longbridge.com/en/quote/DUOL.US.md)
- [VSH.US](https://longbridge.com/en/quote/VSH.US.md)
- [SBET.US](https://longbridge.com/en/quote/SBET.US.md)
- [TIGR.US](https://longbridge.com/en/quote/TIGR.US.md)
- [DNA.US](https://longbridge.com/en/quote/DNA.US.md)
- [PURR.US](https://longbridge.com/en/quote/PURR.US.md)

## Related News & Research

- [Pinnacle Associates Ltd. Acquires 38,517 Shares of Vishay Intertechnology, Inc. $VSH](https://longbridge.com/en/news/302685805.md)
- [October 2026's Leading Growth Companies With Strong Insider Ownership](https://longbridge.com/en/news/302600548.md)
- [Ginkgo Bioworks CEO Jason Kelly receives 81,484 shares as restricted stock units vest](https://longbridge.com/en/news/302603716.md)
- [DUOL Investors Have Opportunity to Lead Duolingo, Inc. Securities Fraud Lawsuit with SBS Law](https://longbridge.com/en/news/303034716.md)
- [G Sachs Cuts TP for NEV Stocks on Weakening Domestic Demand](https://longbridge.com/en/news/303071942.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**