币圈老腊肉1688-kevin

Binance Wb3 Wallet Rewards

Brothers, let me tell you a great way to save 30% on trading fees (follow the instructions as shown in the picture)

In the Binance app, select Home Page; at the top, there are two options: Trading Platform and Wallet

Step 1: Choose Wallet and switch to Wallet;
Step 2: Choose Invite Friends
Step 3: Enter the invitation code: EHJSNS5W (copy it to the position shown in the picture)
Step 4: Claim the reward below

Especially for brothers who like on-chain memecoin gambling and do high-frequency trading—remember to bind the invitation code: EHJSNS5W to get a 30% reward. If you trade less, you can get 5u or 10u; if you trade more, you can get dozens of u, or even 100u
点击钱包，赶紧去绑定邀请码：EHJSNS5W ，领取奖励吧！

$PYPLon Paypal shares surge nearly 19% before market open

News: An insider revealed that payments company Stripe and private equity firm Advent International have submitted a joint acquisition offer to buy PayPal Holdings Inc. at a price of $60.50 per share.

The deal would value this payments company at over $53 billion. The offer was submitted earlier this month and has received commitments for financing of about $50 billion from banks. The bid represents a premium of roughly 28% over PayPal’s closing price on Tuesday.

$ASML $ASML (ASML.US)$ In after-hours trading on the US stock market, it once surged by more than 6%, and is now up more than 3%,

On the news front: The company previously released its Q2 results—revenue was EUR 9.326 billion, beating market expectations, and it also raised its 2026 outlook.$ASMLon

$BABA Alibaba pre-market is up more than 5%

Alibaba Qianwen will integrate AI capabilities into Apple Intelligence, bringing intelligent experiences to users in China on iOS, iPadOS, macOS and visionOS.

$SKHY $SKHYNIX $SAMSUNG
South Korea’s composite index rose more than 6% at close, with SK Hynix up nearly 9% and Samsung Electronics up more than 6%. Japan’s Nikkei 225 rose 1.49%.

$AKE how come it gets pulled higher and higher
big households are all reducing their long positions
so strange

The views and direction have never changed

$KORU $SKHYNIX $SAMSUNG Korean composite stock price index rose 8%, SK Hynix rose 12.9% and Samsung Electronics rose 7.6%

$IBM $SKHY $SNDK A century-old company collapses overnight: IBM plunges 25% to the biggest one-day drop in 115 years—what exactly happened?

Last night, IBM’s stock closed down 25.21%, at $217.07, recording the largest single-day decline in the company’s 115-year history. The market value evaporated by $69 billion. CEO Arvind Krishna issued a rare public letter admitting, “We missed it.”

Why did it collapse?

In one sentence: all the company’s money has been siphoned into AI hardware. Customers are massively shifting capital expenditure away from software and mainframes toward purchasing AI servers, storage, and memory. IBM’s preliminary revenue in the second quarter was $17.2 billion, below expectations of $17.9 billion, and revenue in the Infrastructure segment tumbled by 7%. The CEO admitted, “We didn’t expect the magnitude of the capital expenditure reallocation.”

But here’s the interesting part—while IBM was crashing, chip stocks were celebrating across the board. SK hynix ADR surged 27%, Micron rose nearly 5%, and SanDisk jumped more than 5%. The market is undergoing a textbook-level capital shuffle: from traditional IT service providers → AI hardware and storage.

Can you buy the dip?

Not so fast in the short term. CNBC host Jim Cramer was explicit: “Even after the plunge, I still don’t recommend buying.” Corporate IT spending directions have already changed. HSBC downgraded the rating to “Hold/Reduce,” implying an additional 33.6% downside from the target price.

However, over the medium to long term, Goldman’s interpretation is worth thinking about: IBM’s plunge isn’t bad news—it’s the most tangible confirmation that the storage super-cycle is unfolding. Corporate customers rushed to secure supply before price hikes, which precisely confirms the breadth and depth of the storage shortage.

IBM is the casualty of the AI era, but it used one massive drop to deliver a “fundamental validation” for the entire storage sector. Don’t rush to catch IBM’s shares, but Micron, SanDisk, and SK hynix—when they pull back, it’s worth taking another look.#IBM股价跌25% #亚洲芯片股在美股半导体反弹后走高

$KORU $SKHYNIX $SKHY Korean KOSPI Index opened up nearly 6% on July 15 (Wednesday)

SK hynix rose 10%, and Samsung Electronics rose 7%.

In terms of news: Late last night, shares of SK hynix jumped nearly 30% in the U.S. market. At the same time, the Korea Economic Daily quoted an unnamed industry source as saying that Samsung Electronics plans to build a DRAM factory in Korea at the Giheung industrial complex, with monthly wafer capacity of about 100,000 wafers.

The project is expected to involve an investment of several tens of trillion won. The land was originally planned for a research and development center. Market interpretation is that this move is to meet the continuously rising demand for memory chips amid the surge in investment in AI infrastructure. Groundbreaking may happen as early as the third quarter.#三星电子探索美国ADR上市 #美国存储股盘前上涨

$SKHY $SKHYNIX US stock close summary: chip stocks see extreme swings—SK Hynix surges nearly 30%

The US stock market’s trading value leaderboard shows clear divergence. Memory chip stocks, led by Micron and SK Hynix, surged on strong AI-driven demand.

Leading highlights: AI fuels a storage chip boom

* Micron Technology (MU): With a trading value of $29.822 billion, it ranked first on the list, closing up 4.92%. Wall Street institutions project that, driven by AI’s strong demand for high-bandwidth memory (HBM), its net profit could jump from $9.0 billion in fiscal 2025 to $176.0 billion in fiscal 2027.

* SK Hynix (SKHY): Closed up 27.29%, with trading value reaching $12.678 billion. Top research firm SemiAnalysis is optimistic about its DRAM earnings outlook, estimating its stock price could trade at a 51% premium versus Korean-listed shares.

* SanDisk (SNDK): Closed up 5.01%. Multiple Wall Street investment banks, including Goldman Sachs and Wedbush, raised their price targets, citing strong storage industry demand and a supply-constrained environment.

* Nvidia (NVDA): Up 4.06%, with trading value ranking second. Reports say it is considering a partnership with Mitsubishi Heavy Industries in AI data center cooling technology.

* Intel (INTC): Closed up 4.50%. The company announced it will invest €5 billion to upgrade its Irish facilities to expand European capacity and meet demand for AI and high-performance computing.

Trailing highlights: IBM’s results disappoint badly; Oracle and SpaceX fall

* IBM (IBM): Down 25.21%, logging the largest single-day drop in the company’s 115-year history, with a $69 billion market value wipeout. Preliminary second-quarter results show revenue and profits both below market expectations. The CEO acknowledged the company failed to adapt in time to changes in how customers spend.

* Oracle (ORCL): Down 2.74%. The market is concerned that its $300 billion data center collaboration with OpenAI could significantly increase the company’s debt, and that execution carries risks—leading to a downgrade in its credit rating.

* SpaceX (SPCX): Down 2.20%. The stock has fallen for three straight days, approaching the $135 IPO offering price.

Other notable stocks to watch

* JPMorgan Chase (JPM): Up 2.50%. Second-quarter net profit surged 41.2% year over year to $21.16 billion, setting the highest quarterly profit record in US banking history, driven largely by a broad-based boom across market and investment banking businesses.$QQQ

$VANRY has entered the observation coin’s tag pool
It might be to pull a round before it’s taken down
It’s still the same as before—try putting it back in and see

$SKHY With tonight’s U.S. stock Hynix surge of 20%
The price gap between Korean Hynix and U.S. Hynix has exceeded 40%, and it has quickly reached 50%. This is extremely unreasonable.
Because for the leading company TSMC, the long-term price gap between the U.S. stock and Taiwan-listed shares is only 15%.
U.S. Hynix is definitely overvalued.
Now the strategy is to short U.S. Hynix.
In corresponding terms, go long Korean Hynix $SKHYNIX
$KORU #韩国KOSPI盘中V型反转 #美国存储股盘前上涨 #美光股价一个月跌近14%

$SKHY $SNDK $AMD US AI hardware stocks surge across the board

Storage, optical communications, and chip stocks lead the gains

SK Hynix (SKHY.US) rises more than 10%, $American Super Micro Company (AMD.US)$, $SanDisk (SNDK.US)$, and $Lumentum (LITE.US)$ rise more than 6%

$IBM IBM(IBM) shares plunge 25% after earnings; Q2 preliminary results miss market expectations. CEO says software procurement demand is under pressure

$BTC $QQQ $SOXL lpi below expectations, go long

U.S. June CPI not seasonally adjusted rose 3.5% year over year, versus expectations of 3.8% and prior 4.2%; seasonally adjusted CPI fell 0.4% month over month, versus expectations of a decline of 0.1% and prior an increase of 0.5%

$JPM performance exceeded expectations, went long

JPMorgan Chase’s total revenue for fiscal year 2026’s second quarter was $57.347 billion, up 28% year over year. Diluted earnings per share were $7.7 (previous period: $5.24), up 47% year over year. Net profit was $21.155 billion, up 41% year over year.

In the second quarter, JPMorgan Chase’s equity sales and trading revenue was $6.03 billion, higher than the expected $3.98 billion.

$KORU $SAMSUNG $SKHYNIX South Korea’s KOSPI index turns higher, after falling more than 5% earlier; Samsung Electronics rises more than 3%.

$QQQ $KORU $SOXL Tonight’s CPI: Is it the Fed’s “judgment,” or a “smokescreen” for the market?

At 20:30 tonight, the June CPI data will be released, followed immediately at 22:00 by the first congressional testimony by Fed Chair Waller. This is the final inflation report before the July 29 FOMC meeting—plus the new chair’s first public grilling. It’s a true “super inflation day.”

Market expectations: headline CPI year over year will fall from 4.2% to 3.8%, with a month over month reading of -0.1%—possibly the first monthly negative inflation print since 2020.

Oil price pullback is the main reason. In June, international oil prices retreated by about one-fifth from their recent peak. The average U.S. gasoline price dropped from $4.50 to $3.84.

But the real test is core CPI. Expectations are that it will edge down only slightly from 2.9% to 2.8% YoY, while rising 0.2% MoM.

Research from the Federal Reserve Bank of San Francisco shows non-cyclical inflation (healthcare, insurance, etc.) has climbed to 3.9%, surpassing cyclical inflation as the primary driver—meaning even if energy prices fall, structural inflation pressure in the services sector is still not easing.

Ahead of the week, markets already had a “warm-up” Monday: Fed Governor Waller turned hawkish, saying that if core inflation remains elevated, the FOMC will need to consider additional rate hikes soon.

With the escalation of the Iran–U.S. conflict, Brent crude surged 9.6% in a single day to $83.30. U.S. 10-year Treasury yields jumped to 4.62%. The Nasdaq plunged 1.55%, and Bitcoin fell by more than 3%, briefly slipping below $62,000. CME data shows the probability of a rate hike in July has surged to nearly 50%. The probability of two hikes by year-end rose from 34% at the start of the month to 56%.

Two extreme scenarios for U.S. stocks and the crypto market:

If core CPI comes in hotter than expected (≥2.9%), Waller clearly opens the door for rate hikes—stocks and bonds both get hit, with the Nasdaq taking the brunt first. Another blow could even push markets through key support levels. A drop in Bitcoin below $62,000 is a likely event.

If core CPI is below expectations (≤2.7%), Waller’s stance softens. There may be a violent rebound in the short term, but a 75% probability of a rate hike in September is still on the table—so the rebound is an opportunity to short.

$KORU $SKHY $SKHYNIX Korea Seoul Composite Index declines narrow to less than 2%

Earlier, the South Korean benchmark index fell more than 3.5%, and SK hynix fell more than 7%. In Hong Kong stocks, China Southern China Southern 2x leveraged long on SK hynix fell nearly 15%, and China Southern 2x leveraged long on Samsung Electronics fell more than 4%.