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7/9
09:09
Svmuu News Micron: The tech sector rose more than 6% in premarket trading, trading at $1,010.12. Earlier reports indicated that Micron. (MU.O) plans to invest $3 billion to strengthen the U.S. domestic semiconductor supply chain.
09:09
Svmuu News: BitcoinTreasuries.NET posted on X stating that Strategy MSTR, a Bitcoin-focused firm, has surpassed investment banking giant Goldman Sachs in trading volume and has now re-entered the top 50 in U.S. stock trading volume.
09:01
Svmuu News Micron Technology announced today that, driven by the surge in storage demand in the AI era, the company is accelerating its wafer fab and technology investment plans in the United States and expects to increase its investment to over $250 billion by 2035. Micron The increased investment is expected to support the company’s long-term goal of manufacturing 40% of its DRAM in the United States, while creating more direct and indirect high-paying jobs.
The expansion of investment underscores Micron’s confidence in its technological leadership and the continued market demand for its cutting-edge memory products. Micron also plans to invest up to $3 billion to develop the domestic semiconductor supply chain ecosystem and support its U.S. manufacturing footprint. (Jin Shi)
09:00
Svmuu News: Here are the key pre-market highlights for U.S. stocks:
1. Futures for the three major U.S. stock indices are all trading higher. Dow Jones futures are up 0.13%, S&P 500 futures are up 0.34%, and Nasdaq-100 futures are up 1.04%.
2. International oil prices edged higher. WTI crude oil futures rose 0.13% to $73.617 per barrel; Brent crude oil futures rose 0.60% to $78.485 per barrel.
3. International spot gold and silver prices rose across the board. Spot gold prices rose 0.99% to $4,117.39 per ounce; spot silver prices rose 2.21% to $59.55 per ounce.
4. Europe’s three major stock indices showed mixed performance. The UK’s FTSE 100 index fell 0.63%, France’s CAC 40 index rose 0.48%, and Germany’s DAX 30 index rose 0.29%.
5. Meta plans to begin production of its “IRIS” AI chip in September and aims to double its computing power to 14 gigawatts by 2027.
6. Samsung and SK Hynix have postponed the adoption of hybrid bonding packaging technology for the next-generation HBM4. Currently, industry forecasts suggest this technology may be applied as early as 16-layer HBM4E (7th-generation HBM) chips.
7. Micron Tech announced a strategic investment of up to $3 billion to strengthen the U.S. chip supply chain.
8. According to Morgan Stanley data, the valuation premium of “Magnificent Seven” relative to the other 493 stocks in the S&P 500 is currently only 10%—a 10-year low—which may signal a buying opportunity.
08:55
Svmuu News: Meta plans to begin mass production of its in-house AI chip, codenamed Iris, in September to support the company’s goal of increasing its total computing power to 14 gigawatts (GW) by 2027.The chip is part of Meta’s in-house MTIA Generation 4 AI chip program, designed in collaboration with theBroadcomand manufactured by TSMC. It is intended to lower the cost of AI computing and reduce reliance on NVIDIA and AMD GPUs.Internal memos indicate that the Iris chip has completed a six-week testing period without any major issues being identified. Meta expects its AI infrastructure spending to reach up to $145 billion this year and has signed long-term supply agreements with Samsung Electronics, SanDisk, and Sumitomo Electric to support its data center expansion. (Reuters)
08:43
Svmuu News: Rocket One (RKTO.US) surged more than 30% in pre-market trading. Earlier reports indicated that Rocket One has integrated the SpaceXAI API into its AI technology stack to drive the development of next-generation space and defense computing.
08:40
Svmuu News: According to Gate data, spot silver’s intraday gain has widened to 2% and is currently trading at $59.48 per ounce.
08:35
Svmuu News Micron Tech (MU.O) plans to invest $3 billion to strengthen the U.S. domestic semiconductor supply chain. (Jin Shi)
08:33
Svmuu News: In the week ending July 4, initial jobless claims in the U.S. totaled 215,000, compared with an expected 218,000. (Jin Shi)
08:14
Svmuu News: According to Gate data, spot gold’s intraday gain has widened to 1% and is currently trading at $4,118.26 per ounce.
08:12
Svmuu News: Gauntlet has announced the completion of a $125 million funding round, with SBI Holdings as the sole investor. The company primarily provides risk management, asset allocation, and risk assessment services for yield vault strategies to DeFi protocols. Its clients include Apollo, Coinbase, and Circle.
08:08
Svmuu News: Mantle is migrating its $2.5 billion Super Portal from LayerZero to the Chainlink CCT standard to enhance security and gain greater control over token transfer settings. Previous projects that migrated to the Chainlink CCT standard include Kelp and Lombard, both of which migrated over $1 billion in assets, as well as Solv Protocol, Virtuals, Re, and Kraken’s tokenized assets.
Mantle’s migration will take place from July 9 to 15, enabling the project to expand MNT token transfers to more blockchain networks and protect assets through oracles. (CoinDesk).
08:00
Svmuu News: ForeGate, a Web3 prediction trading platform, has announced the launch of a limited-time “Predict Every Match, Win Every Step” World Cup Final incentive campaign.
According to the official announcement, this limited-time promotion includes:
- A prize pool in the millions; participants can earn points by sharing or executing trades daily, and track their rankings and estimated rewards in real time.
- ForeGate has introduced AI-powered pre-match comprehensive analysis technology to aid decision-making.
- A two-way incentive mechanism for profits and losses: Profitable trades can earn a bonus of up to 1,000 USDT, while losing trades are protected by a subsidy of up to 500 USDT.
08:00
Svmuu News: Michael Selig, Chairman of the U.S. Commodity Futures Trading Commission (CFTC), has called on the U.S. Congress to pass the Clarity Act as soon as possible. In an interview with Fox Business, he stated that if Congress fails to pass the relevant legislation, regulatory agencies such as the CFTC will ultimately have to “develop all cryptocurrency regulations.” Selig said, “We must pass this legislation to establish clear regulatory standards and protect consumers.” (The Block)
07:56
Svmuu News: Bank of America has added Meta to its "Top Picks" list for U.S. stocks.
07:52
Svmuu News: Anthropic’s valuation on the secondary market has risen to $1.2 trillion, an increase of approximately 550% compared to the same period last year. “Anthropic is the most sought-after company in the history of the venture capital secondary market,” said Javier Avalos, CEO of secondary trading platform Caplight, where Anthropic shares are trading at a valuation of $1.2 trillion. Glenn Anderson, CEO of Rainmaker Securities—a commercial bank specializing in private securities trading—also noted that he has observed transactions at a $1.2 trillion valuation, but such deals remain extremely rare due to the scarcity of sellers.
Less than three months ago, reports indicated that Anthropic’s valuation had reached $1 trillion, surpassing OpenAI for the first time. OpenAI’s valuation has consistently been far higher than Anthropic’s in recent years, but its current valuation on the Caplight platform stands at just $908 billion. According to Avalos, Anthropic’s $1.2 trillion valuation represents a year-over-year increase of as much as 550%. In its Series H funding round announced in May, the company’s valuation stood at $965 billion. (Business Insider)
07:43
Svmuu News: Cathie Wood posted on X, stating that, in ARK Invest’s view, stablecoins are monetary networks whose network effects compound over time through trust, the utility of collateral, and integration. USDT and USDC have consistently demonstrated strong network effects. LorenzoARK explained why OUSD is unlikely to replace them.
07:35
Svmuu News: In response to online rumors regarding the “Gate 1.7 million theft” incident, Gate released a comprehensive investigation report stating that, upon receiving feedback from customers, Gate immediately initiated a special review mechanism to trace and cross-verify the entire process of security item unbinding requests.After retrieving and reviewing all application materials item by item, it was confirmed that the applicant submitted the following supporting documents that closely matched the customer’s account information. This indicates that the applicant not only had access to the customer’s account information but had also obtained the customer’s real-name information, Alipay account, transaction history, and corresponding device operation permissions in advance through external channels, and was able to successfully pass Alipay’s multi-factor authentication.
The Gate platform’s security unbinding review mechanism strictly enforces a four-tier verification process consisting of “advance notification via multiple channels + initial system risk control screening + multi-layer manual review + time-based protection.” It has never, and will never, approve any security-related change request based solely on a single piece of documentation.Furthermore, the platform has a mature system for access control and data leakage prevention, and the applicant submitted their personal information completely accurately. The platform did not previously possess this information, so it is entirely impossible that the platform leaked it.
Since the incident occurred, Gate has treated it as a top priority. We immediately conducted a comprehensive review of all fund flows and coordinated with our security, compliance, legal, and business teams to mobilize all available resources to conduct on-chain analysis and track and freeze the assets;We are currently in ongoing communication with Tether and other relevant third-party institutions, simultaneously advancing the legal and operational procedures for freezing the funds; we will continue to coordinate with various platforms to resolve the matter and provide any necessary supplementary materials as required.
Based on the findings of this investigation, the core risk exposed by this incident lies in the leakage of the customer’s external real-name information, Alipay account details, and device permissions, which were illegally obtained and exploited by a third party.
07:34
Svmuu News: Dan Bin, Chairman of Orient Harbor, posted on Xueqiu today, expressing a relatively optimistic view regarding market concerns that the consecutive IPOs of Changxin Memory and SK Hynix might divert capital. Dan Bin pointed out that if the market capitalizations of these two memory companies reach 3 trillion, 5 trillion, or even 7 trillion after their IPOs, it will completely unlock the overall market capitalization potential of the “hard tech” sectors in both the A-share and Hong Kong markets, which represents a major positive development in the long term.
He noted that the A-share market has long been plagued by a “market capitalization ceiling curse,” with leading baijiu companies consistently serving as the market’s benchmark—making it difficult for other firms to surpass their scale. However, given China’s current global industrial standing, the A-share market is fully capable of producing “hard tech” leaders with a combined market capitalization exceeding $1 trillion. In contrast, the combined market capitalization of just two or three U.S. tech giants is on par with the total size of the entire A-share market—a situation that does not reflect China’s current economic strength. He is eagerly anticipating that hard tech companies, particularly those in the storage sector, will achieve a breakthrough in valuation, driving a reshaping of the domestic capital market. (Jin Shi)
07:32
Svmuu News: Michael Saylor posted on X, stating that he has released his own credit model, which allows anyone to enter BTC price, volatility, and ARR assumptions to assess the model’s implied BTC risk, BTC credit spread, BTC dividend payback period, and BTC break-even ARR.

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