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7/2
06:58
Svmuu News: According to data from MSX.COM, AI-related stocks fell across the board in pre-market trading on U.S. markets. DELL was down 2.79%, MRVL was down 2.58%, ARM was down 2.36%, and MU was down 2.22%. AMD fell 1.76%.
It is reported that MSX.COM is a decentralized RWA trading platform that has listed hundreds of RWA tokens to date, covering U.S. stocks and ETF tokens such as AAPL, AMZN, GOOGL, META, MSFT, NFLX, and NVDA.
06:52
Svmuu News Goldman Sachs reports that investors are reducing their exposure to “Magnificent Seven” and shifting their focus to AI beneficiaries, such as semiconductor companies, rather than the hyperscale cloud providers that fund massive AI spending.
Goldman SachsThe report suggests that the market is rewarding companies that generate returns from AI investments while questioning those that bear the costs. Caution toward large tech companies is likely to persist until hyperscale cloud providers demonstrate stronger earnings growth.
06:46
Svmuu News: According to an official announcement, Binance will launch the ETHUSD1 perpetual contract on July 3, 2026, at 09:00 (UTC), with leverage of up to 100x.This contract uses ETH as the underlying asset and 1 USD (WorldLibertyFinancialUSD) as the settlement asset, with a minimum price fluctuation of 0.01 USD, a minimum trade size of 0.001 ETH, and a minimum notional value of 5 USD.The funding rate cap is 0.375%/-0.375%, settled every eight hours. Copy trading will be supported within 24 hours of the contract’s launch, and it is compatible with multi-asset mode.
06:42
Svmuu News: According to on-chain analyst Yu Jin, a whale (0x50b... 9f20) had previously shorted 54,200 ETH at an entry price of $1,541.3 and a liquidation price of $1,674.4. Currently, the price of ETH has risen to $1,646.2, leaving this position just $28 away from the liquidation price.
06:40
Svmuu News: Mizuho Bank raises its price target for Robinhood (HOOD.O) from $115 to $130. (Jin Shi)
06:34
Svmuu News: The U.S. Department of the Treasury’s Office of Foreign Assets Control (OFAC) has added 134 cryptocurrency wallet addresses belonging to the terrorist organization ISIS-K to its Specially Designated Nationals sanctions list. Stablecoin issuer Tether has frozen funds in 131 of these TRON addresses, while the remaining three sanctioned addresses are located on the Monero network.Since 2023, these 131 TRON addresses have received more than $1.4 million in cryptocurrency donations and sent out more than $880,000. (Cointelegraph)
06:32
Svmuu News: Abulikemu Abulimiti, Vice President of Lenovo Group and Chief Strategy Officer of Lenovo China, stated that in the long term, there is still significant room for growth in demand for AI computing power—both in China and overseas markets—and there is no sign of an oversupply of computing power. He noted that the number of mature, leading AI products for the consumer (C-end) market is currently limited, and the potential for commercial deployment in the enterprise (B-end) sector has not yet been fully realized. He added that the growth dividends from past productivity revolutions have all been driven by the industrial sector, and that demand for computing power will remain enormous in the long term.
He also noted that the current AI industry chain suffers from excessive influence on the supply side and an imbalance in the supply-demand cycle. In related news, Meta’s recent decision to open up its computing power has sparked market concerns about a potential surplus of computing power. (Yicai)
06:23
Svmuu News: According to a report by the Islamic Republic of Iran Broadcasting on the 2nd, the Central Command of the Iranian Armed Forces’ Hatam al-Ambiya issued a statement that day saying that the Iranian Armed Forces would respond “resolutely and swiftly” to any U.S. interference in the Strait of Hormuz.
The statement said that the Strait of Hormuz is by no means a place for the United States to act with impunity. The security and stability of this vital waterway are a “red line” for the Iranian Armed Forces. The statement noted that all oil tankers and merchant ships must follow the routes designated by Iran to safely pass through the Strait of Hormuz. Any failure to comply with or deviation from the designated routes, or disregard for navigation regulations, will be met with a response from the Iranian Armed Forces and will jeopardize the safety of the offending vessels themselves. (Xinhua News Agency)
06:22
Svmuu News: According to OKX market data, SOL has broken through the 80 USDT mark and is currently trading at 80.12 USDT, up 6.18% over the past 24 hours.
06:19
Svmuu News: Sources say the next round of U.S.-Iran talks will take place on July 18.
06:09
Svmuu News: The U.S. government is engaged in high-level negotiations with AI companies and plans to announce voluntary standards for the release of new models as early as next week.
The standards will set benchmarks for models with cutting-edge network capabilities and establish a release schedule to streamline future model releases. This move aims to implement the U.S. president’s executive order on AI issued last month. U.S. officials will also clarify access rights to advanced AI models both domestically and internationally, a step that could lay the foundation for a global framework involving U.S. allies.
Previously, the U.S. government intervened in the release of new tools by Anthropic and OpenAI. Anthropic’s latest model was subject to export controls on June 12 due to concerns over cybersecurity risks and other issues; those restrictions were lifted on Tuesday. Currently, technical teams from AI labs are meeting regularly with government officials to reach a consensus. (FT)
06:09
Svmuu News: Wells Fargo raised its price target for Meta Platforms from $765 to $767 and maintained its “Overweight” rating.
06:00
Svmuu News: According to an official announcement, BitMart Futures will launch GRAMUSDT perpetual contracts on July 2, 2026, at 20:00 (UTC+8), with leverage of up to 50x.
05:57
Svmuu News: Alphabet (GOOGL.O) is down 1.3% in premarket trading. This follows news that Alphabet’s subsidiary,Google, lost a lawsuit in an EU court over a 4.1 billion euro antitrust fine related to Android.
05:56
Svmuu News HKEX Documents show that BlackRock’s long position in ZTE Corporation (00763.HK) H-shares rose from 6.52% to 7.10% on June 25. (Jin Shi)
05:41
Svmuu News: SK Hynix saw $160 billion (approximately 10000亿元) wiped off its market value in a single day, with its total market capitalization falling below the $1 trillion mark, while Bitcoin posted a slight rebound today.
According to data from 8MarketCap, Bitcoin’s market capitalization has now returned to above $1.2 trillion, with a 24-hour gain of 2.41%, rising to 16th place in the global market capitalization rankings and surpassing memory giants such as Samsung, Micron, and SK Hynix.
05:39
Svmuu News: Since SpaceX’s record-breaking IPO last month, investors have largely been “feeling their way in the dark,” lacking sufficient financial forecasts to determine the company’s fair value. That situation will change next week, when the quiet period for bank analysts involved in underwriting SpaceX’s $86 billion IPO ends.
The IPO is being led by Goldman Sachs, Morgan Stanley, Bank of America, Citigroup, and JPMorgan Chase, with 18 other banks participating. Starting next Tuesday, investors will be inundated with a flood of new research reports, target price forecasts, and growth projections—information that will help shed light on the trajectory of SpaceX’s stock price in the short term and over the next few years.Art Hogan, chief market strategist at B. Riley Wealth, said, “Everyone is talking about what this company might look like in 2030, rather than what it can do in the next 12 months.” He added, “This is an investment focused on a brighter future, but we still need to keep an eye on the next four years.” (Jin Shi)
05:26
Svmuu News: According to sources who spoke to Semafor, the Donald Trump is expected to launch “Donald Trump” accounts next week, but there is currently no mechanism in place that allows businesses to host children’s savings accounts on their platforms.Institutions such as Chime, Empower, Fidelity, and SoFi initially hoped to obtain approval from the U.S. Treasury Department as soon as possible so they could “migrate” these accounts from the app—developed by the Treasury in collaboration with Bank of New York Mellon (BK.N) and Robinhood—to their own platforms, thereby capitalizing on user growth opportunities during the product’s initial launch phase.
One of the sources familiar with the matter said these institutions can now only hope that the relevant guidelines will be issued by August at the latest. (Jin Shi)
05:17
Svmuu News: SBI Crypto plans to discontinue its mining pool service at the end of July. According to the company’s announcement, the mining pool will stop accepting mining shares at 22:00 UTC on July 30; details regarding final payments and operations will be announced separately. (The Block)
05:08
Svmuu News: According to Onchain Lens, a newly created wallet received a deposit of 2.27 million USDC and 21.14 BTC, the latter valued at $1.27 million; It opened a 20x leveraged long position of 230,583 SOL worth $18.1 million and still has pending orders to further increase its SOL position; The wallet also sold 10.58 BTC for $652,600 and continues to hold 10.59 BTC.

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