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7/2
10:10
Svmuu News: According to data from MSX.COM, U.S. space-related stocks rose, with Rocket Lab up nearly 7%, AST SpaceMobile up 5%, Boeing up nearly 4%, and SpaceX up nearly 2%.
10:08
Svmuu News Microsoft announced that it will invest $2.5 billion in a new “Applied AI Consulting and Solutions” division to help enterprises deploy and customize AI software more efficiently. The company will invest $2.5 billion,The division was established in response to challenges faced by many large enterprises in applying AI, such as complex configurations, difficulties in aligning with business scenarios, and unclear returns on investment.
Microsoftstated that the new team will focus on enterprise-level AI implementation, including model customization, system integration, and business process optimization, to enhance the usability and commercial value of AI in actual production environments.The market views this move as further evidence that AI competition is shifting from model capabilities to a new phase centered on “implementation and monetization capabilities.” (TechCrunch)
09:54
Svmuu News: According to multiple sources familiar with the matter, Anthropic has begun early-stage R&D on custom AI chips and has approached Samsung Electronics to explore the possibility of a manufacturing partnership. Reportedly, the plan aims to follow the lead of competitors such as OpenAI by developing in-house or custom chips to gain greater control over high-cost AI computing infrastructure, thereby reducing reliance on external GPU supplies.
If the project moves forward, Anthropic will be a relative “latecomer” in the field of AI server chip design, lagging behind tech companies that began developing their own chips earlier. The plan is currently in its early stages, and specific collaboration and mass production arrangements have not yet been finalized. (The Information)
09:50
Svmuu News: HSBC Holdings announced that it has raised its price target for Intel (INTC.O) from $100 to $200. (Jin Shi)
09:49
Svmuu News: In its “300mm Wafer Fab Outlook” report, SEMI noted that global equipment investment in the memory sector for 300mm wafer fabs is expected to exceed $50 billion for the first time in 2026, growing 29% to $52 billion, and is projected to increase by another 11% to $57 billion in 2027. Driven by increased investment in AI infrastructure, data centers, and next-generation computing systems, this growth reflects the sustained AI-driven demand for advanced memory.
Looking ahead, SEMI projects that global equipment investment in the 300mm wafer fab memory sector will grow at a compound annual growth rate (CAGR) of 19% from 2024 to 2029. Global 300mm memory production capacity is also expected to continue increasing, reaching 4.1 million wafers per month in 2026 and 4.2 million wafers per month in 2027. (Jinshi)
09:48
According to monitoring data from the Svmuu Seer Prophet Channel, in the “World Cup Round of 16: Portugal vs. Croatia” prediction event on predict.fun, the probability of a Portugal victory is currently reported at 56%; the probability of a draw is currently reported at 25%; and the probability of a Croatia victory is currently reported at 19%. This market refers only to the result within the first 90 minutes of regular match time (including injury time).
At 7:00 a.m. Beijing Time on July 3, Portugal will face Croatia in the World Cup Round of 16. The biggest highlight of this match is undoubtedly the reunion of Real Madrid teammates Cristiano Ronaldo and Luka Modrić. Both players are nearing the end of their careers, and this knockout match could very well be the last time they face off on a World Cup stage.
Portugal finished the group stage with one win and two draws; while their overall performance wasn’t particularly strong, they still hold a clear advantage in squad depth and individual attacking talent. Croatia, meanwhile, lost to England in their opening match but bounced back with consecutive wins over Panama and Ghana to advance, demonstrating their continued resilience.
Svmuu Seer continues to monitor the prediction markets, spotting shifts before prices are set.
09:48
Svmuu News: Adam, a macro researcher at Greeks.live, posted that Bitcoins have reclaimed the $60,000 psychological level. Currently, GEX is concentrated around the $60,000 mark; as the price has been fluctuating around this key level, both long and short positions have accumulated there.
However, bearish positions are currently distributed between $55,000 and $60,000. Below $55,000 lies a liquidity vacuum, meaning a break below this level could open up significant downside potential; above $60,000, the price has fluctuated repeatedly in recent months, with positions distributed more evenly.Overall, the risk of a decline is greater. Macroeconomic uncertainty, coupled with capital outflows from the U.S., makes it difficult to provide support for the cryptocurrency market; currently, selling call options offers a favorable risk-reward ratio.
09:42
Svmuu News: Bitget’s U.S. stock options trading feature has officially launched, with over 540 popular underlying assets available in the first phase, covering core indices such as the S&P 500, Nasdaqs 100, and Dow Jones 30, as well as major ETFs. Full coverage of all stocks and ETFs will be rolled out gradually in the future.To optimize the user experience and lower the barrier to entry, all users trading U.S. stock options on Bitget enjoy zero commissions.
The options trading service launched this time uses a T+1 settlement cycle, consistent with U.S. stock spot trading; trading hours are 9:30 a.m. to 4:00 p.m. Eastern Time, and only cash trading is supported (margin trading is not supported). The margin requirement for Long Call/Put positions is 100%.The system also provides real-time P&L estimates for orders, supports order modification, cancellation, and transaction history queries, ensuring users can achieve more transparent asset allocation.
In addition, Bitget has launched a special incentive campaign. During the campaign period, eligible users who complete registration and execute their first U.S. stock options trade will receive NVIDIA (NVDA) stock worth $15. Users can update the Bitget app to version 2.87.0 to experience these features.
09:41
Svmuu News: According to Coinglass data, liquidations across the entire network totaled $165 million in the past hour, with short positions accounting for $138 million and long positions for $27.22 million.In addition, Ethereum recorded liquidations totaling $104 million, while Bitcoin recorded liquidations totaling $50.2 million.
09:40
Svmuu News: Hassett, Director of the White House National Economic Council, stated that it is highly unusual that Jerome Powell has still not left Federal Reserve. He expressed concern about the motives behind Jerome Powell’s decision to remain at Federal Reserve. (Jin Shi)
09:37
Svmuu News Federal Reserve Daly said inflation should begin to slow, but there is significant uncertainty surrounding the economic outlook.Speaking Thursday at a Bank of Spain event in Santander, Spain, Daly said, “We continue to maintain policy at a slightly restrictive level, so inflation should come down.” Daly noted that rising tariffs and oil prices this spring pushed up inflation following the U.S. military action against Iran.
She welcomed the easing of the surge in oil prices following the U.S.-Iran ceasefire agreement, calling it a “sign of relief,” but warned that it remains unclear how the economy will evolve. She outlined various scenarios that might require Federal Reserve to respond differently, and indicated that Federal Reserve may need to take a more proactive stance in the face of persistent inflation.
Daly also noted that she is open to adopting different and innovative approaches to assessing the economy, but emphasized that, for the credibility of Federal Reserve, it is important not to alter its dual mandate of promoting full employment and price stability. (Jin Shi)
09:35
Svmuu News: According to OKX data, BTC has broken through 62,000 USDT and is currently trading at 62,003 USDT, up 5.43% over the past 24 hours.
09:35
Svmuu News: According to OKX market data, ETH has broken through 1,700 USDT and is currently trading at 1,700.99 USDT, up 7.87% over the past 24 hours.
09:33
Svmuu News: According to the latest data from Gate, the price of gold has risen to $4,116.51 per ounce, marking a 2.95% increase for the day. The price of silver has risen to $60.97 per ounce, marking a 4.26% increase for the day.
The BVIX (BTC Volatility Index) is currently quoted at 40.08, down 10.24% for the day. The EVIX (ETH Volatility Index) is currently quoted at 55.1, down 7.43% for the day.
In the foreign exchange market, the U.S. dollar against the offshore yuan (USD/CNH) fell 0.09% intraday, with the current exchange rate at 6.78706. The U.S. dollar against the Japanese yen (USD/JPY) fell 0.91% intraday, with the current exchange rate at 161.073.
In global stock indices, the Euro Stoxx 50 Index (EUSTX50) rose 1.35% intraday to 6,363.93 points; the UK FTSE 100 Index (UK100) rose 1.34% intraday to 10,603.9 points; and the German DAX 40 Index (GER40) rose 1.98% intraday to 25,504.8 points.
In the commodities market, WTI crude oil fell 0.45% intraday to $68.23 per barrel. Brent crude oil fell 0.38% intraday to $71.05 per barrel.
Gate enables users to trade traditional financial market products directly on the platform, offering one-stop access to a wide range of asset classes including precious metals, foreign exchange, global stock CFDs, major indices, and commodities, thereby achieving deep integration between crypto assets and traditional financial assets. Gate TradFi features have been fully integrated into the Gate App and web platform, allowing users to conveniently trade global assets without switching platforms. This unlocks additional strategies and opportunities beyond the crypto market, continuously enhancing the multi-asset allocation experience.
09:32
Svmuu News: According to data from MSX.COM, U.S. stocks opened with the Dow Jones Industrial Average up 0.55%, the Nasdaq Composites up 0.05%, and the S&P 500 Index up 0.31%.June’s nonfarm payrolls data came in well below market expectations, dampening bets on interest rate hikes, and driving gains in spot gold, cryptocurrencies, and other assets. The gold sector led the gains, with Harmony Gold rising over 5%, Goldfield over 4%, and Kinross Gold over 3%.Cryptocurrency-related stocks rose, with Strategy up more than 5%, Coinbase up more than 3%, and Circle up more than 2%.
09:32
Svmuu News: According to data from MSX.COM, at the opening of U.S. markets, the Dow Jones Industrial Average rose 0.47%, the S&P 500 Index rose 0.32%, the Nasdaq Composite rose 0.21%, and the VIX fear index fell 2.29%.AI-related stocks were broadly higher, with AeroVironment up 4.62%, Palantir up 3.55%, Supermicro up 2.78%, Adobe up 2.23%, and Intuitive Surgical up 2.09%.
It is reported that MSX is a leading RWA trading platform that has listed hundreds of RWA tokens to date, covering popular U.S. stocks and ETF tokens such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
09:30
Svmuu News: According to Arkham on-chain monitoring data, Grayscale conducted a large-scale asset transfer within 15 minutes, completing multiple transfers to the Coinbase Prime institutional custody account.
The transfers included 814.341 Bitcoin, with a value of approximately $50.08 million; and 11,421 Ethereum, valued at approximately $18.97 million. The combined value of the BTC and ETH assets exceeded $70 million.
09:28
Svmuu News: U.S. President Donald Trump posted again to praise Micron Technology (MU.O): “What do you think? The great American company Micron Technology announced that it will contribute $250 million to the ‘Donald Trump’ account to benefit future children, and its stock price rose 9 points today. Thank you, Micron Technology!” (Jin Shi)
09:26
Svmuu News: Microsoft (MSFT.O) is forming a new division with 6,000 employees to assist companies with the technical and strategic aspects of AI deployment. Microsoft stated that the division’s employees will have extensive experience in engineering, corporate training, and management, as well as industry-specific expertise. Microsoft Judson Altov, CEO of the Business Division, said that working more closely with customers will help them implement AI more efficiently and inform Microsoft’s own product development decisions. (Jin Shi)
09:25
Svmuu News: According to market reports, U.S. President Donald Trump thanked Micron Technology (MU.O) for investing in the Donald Trump account. (Jin Shi)

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