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U.S. stocks
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Goldman Sachs Raises AMD's target price to $640
Svmuu News: According to market reports, Goldman Sachs. has raised its price target for AMD (AMD.O) from $450 to $640. (Jin Shi)
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Bank of Korea Warns: Single-Leverage ETFs on SK Hynix and Samsung Electronics May Amplify Stock Market Risks
Svmuu News: The Bank of Korea disclosed in a written document submitted to the National Assembly that the rapid expansion of single-stock leveraged ETFs tracking Samsung Electronics and SK Hynix may b
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Goldman Sachs: The South Korean KOSPI Index is expected to reach 12,000 points in the next 12 months
Svmuu News Goldman Sachs forecasts that South Korea’s KOSPI index will reach 12,000 points within the next 12 months, representing a rise of more than 20% from current levels; however, Goldman Sachs a
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SK Hynix's U.S. ADR Offering Was Oversubscribed
Svmuu News: SK Hynix’s U.S. ADR offering has been oversubscribed, and SK Hynix will stop accepting subscriptions at 4:00 p.m. New York time on July 8. (Jin Shi)
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SK Hynix Officially Launches Marketing and Roadshow Process for Its U.S. IPO
Svmuu News: SK Hynix officially launched its roadshow for its U.S. IPO this Monday, aiming to capitalize on investors’ continued enthusiasm for the memory chip sector to advance its listing in the U.S
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Svmuu Evening Brief
1. Bank of New York Mellon: Federal Reserve The urgency for further monetary tightening has eased; 2. SK Hynix: Plans to raise $28.06 billion through an ADR offering; 3. JPMorgan Chase Maintains “Over
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SpaceX is set to be added to the Nasdaq 100 on July 7; historical data shows that pullbacks have occurred following such additions.
Svmuu News: SpaceX will be officially added to the Nasdaq 100 Index on July 7, making it one of the fastest large-cap IPOs to be included in the index’s history. Historical data shows that inclusion i
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Storage-related stocks rose across the board in premarket trading on U.S. markets, with MRVL up 3.52%
Svmuu News: According to data from MSX.COM, storage-related stocks saw broad gains in premarket trading on U.S. markets, with MRVL up 3.52%, MU up 2.7%, AVGO up 1.79%, ANET up 1.26%, and AMD up 2.63%
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The logic behind a potential merger between SpaceX and Tesla has gained traction, making “when the merger will take place” the focus of discussion
Svmuu News: Ten years ago, Musk believed that SpaceX and Teslahad “weak ties” and that there was insufficient justification for a merger. Today, market discussions have shifted from “whether” to “when
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DeFiLlama: HTX—HTX has seen net capital inflows of over $11 million in the past 24 hours, ranking second among global CEXs
Svmuu News: According to DeFiLlama data, as of July 6, HTXHTX recorded net capital inflows of over $11 million in the past 24 hours, ranking second among major global centralized exchanges (CEXs).It i
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imp, the LoL Season 4 World Champion, May Have Achieved Financial Freedom by Heavily Investing in U.S. and South Korean Stocks
Svmuu News: On-chain analyst Ai Yi posted on X stating that,According to a revelation by Doinb, LoL Season 4 World Champion imp suddenly stopped streaming in March 2026 because he no longer needed to
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Gate's Stock Section will launch trading for six perpetual contracts, including TTWO (Take-Two Interactive Software) and BAC (Bank of America).
Svmuu News: According to official announcements, Gate’s Futures & Stocks section will launch TTWO (Take-Two Interactive Software), KSTR (Invesco Ark SSE STAR Market 50 Index ETF), BSP (Wanshao Technol
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South Korean Lawmaker Warns KOSPI Index Has “Become a Casino,” Calls for Delisting of Leveraged ETFs
Svmuu News: Concerns among South Korean lawmakers over the risks of single-stock leveraged ETFs are growing, with one opposition lawmaker calling for the delisting of such products. On Monday, Ahn Che
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South Korea's KOSPI index extended its decline to 3%
Svmuu News: According to Gate data, South Korea’s KOSPI index continued its downward trend, falling 3.00% intraday to 7,842.16 points. SK Hynix fell more than 5%, while Samsung Electronics fell 1.6%.
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An address holds $16.09 million in long positions in Hynix (3x leverage) and Micron (4x leverage), with a current unrealized loss of $590,000.
Svmuu News: According to on-chain analyst Ai, SKHX has been falling steadily during intraday trading. Half an hour ago, a certain address opened a 5,095.22 SKHX 3x long position, worth $7.8 million,at
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Gold and crude oil prices fell, while global stock indices rose across the board
Svmuu News: According to the latest data from Gate, the price of gold has fallen to $4,180.97 per ounce, marking a 0.07% decline for the day. The price of silver has fallen to $62.685 per ounce, marki
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Bitget saw a net inflow of $743 million on the 7th, which may be related to the launch of rToken and U.S. stock trading features
Svmuu News: On-chain analyst Yu Jin posted on X, stating that Bitget’s recent net capital inflows ranked among the top three among centralized exchanges (CEXs) across all three statistical periods: 24
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Total Madness? Total assets of leveraged ETFs tracking South Korean chip stocks reach $31.4 billion, with the size of SK Hynix-related products exceeding four times its average daily trading volume.
Svmuu News: The Kobeissi Letter posted on X, stating that leverage levels in South Korean chip stocks have reached uncontrollably high levels.The total assets of single-stock leveraged and inverse ETF
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Hashdex and Charles Schwab: The Divergence Between Bitcoins and U.S. Stock Market Trends May Be Only Temporary
Svmuu News: Although U.S. stock markets continue to hit new highs, while Bitcoin has performed relatively weakly so far this year, both asset management firm Hashdex and Charles Schwab believe this di
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Stablecoin Market Under Pressure: About $10 Billion in Crypto Capital Flows Out as Market Cap Reaches $3 Trillion; U.S. Stocks Become the Main Destination
Svmuu News: According to monitoring by on-chain analyst Yu Jin, against the backdrop of an ongoing correction in the crypto market, the overall market capitalization of U.S. dollar-pegged stablecoins
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A "smart money" investor has shifted to a long position in Micron, and SK Hynix, closing out short positions in SNDK, INTC, and BTC to make a heavy bet on these stocks.
Svmuu News: According to on-chain analyst Ai Yi, a “smart money” address that had previously accumulated profits of over $5.293 million from long and short trades in U.S. stocks has once again adjuste
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Bitcoin After Rebounding from a Two-Year Low, the Rally in Memory and Semiconductor Stocks Has Cooled Off
Svmuu News: In 2026, SanDisk has risen by more than 530% year-to-date, and Micron has risen by more than 230%, reflecting the market’s demand in the first half of the year for companies benefiting fro
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Gate has officially launched the limit order feature, further enhancing the global stock trading experience
Svmuu News: According to an official announcement, Gate’s stock products have officially launched a limit order feature, allowing users to set their own buy or sell prices. When the market price reach
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Bybit TradFi Launches Four U.S. Stock CFDs: SOXX, EWY, RVMD, and BTSG
Svmuu News: It has been reported that Bybit TradFi has officially launched four new U.S. stock CFDs—SOXX, EWY, RVMD, and BTSG—covering the semiconductor, South Korean, innovative pharmaceuticals, and
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Verizon: Network is currently operating normally, with no issues found related to the air traffic control system
Verizon: Network is currently operating normally, with no issues found related to the air traffic control system
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US Homeland Security Secretary Mullin stated that the public does not need to panic regarding the nationwide ground stop order.
US Homeland Security Secretary Mullin stated that the public does not need to panic regarding the nationwide ground stop order.
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According to AP via Hong Kong and Taiwan media: U.S. stocks closed mixed, with the S&P 500 posting a 2.5% weekly gain and the Nasdaq snapping a four-week losing streak.
According to RTHK citing the Associated Press, at the close of US stocks on Friday, the S&P 500 Index fell 0.4% to 7,561.67 points, the Nasdaq Composite fell 0.9% to 25,136.27 points, and the Dow Jone
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Al Jazeera Cites U.S. Transportation Secretary: Communication Issues Impact Air Traffic Control Center, FAA Investigating Nationwide Ground Stop
According to Al Jazeera, U.S. Secretary of Transportation Sean Duffy stated that communication issues have impacted air traffic control centers, leading to nationwide ground stops across the United St
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Nakamoto trimmed its Bitcoin holdings by 184 BTC in the third quarter, reducing its total reserves to 4,283 BTC.
Nakamoto trimmed its Bitcoin holdings by 184 BTC in the third quarter, reducing its total reserves to 4,283 BTC.
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US Federal Aviation Administration: No specific timeline has been provided yet for lifting the nationwide grounding order.
US Federal Aviation Administration: No specific timeline has been provided yet for lifting the nationwide grounding order.
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Impacted by the nationwide US ground stop, FlightAware data shows nearly 7,000 US flights have been delayed or canceled
Impacted by the nationwide US ground stop, FlightAware data shows nearly 7,000 US flights have been delayed or canceled
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The U.S. Federal Aviation Administration has ordered a ground stop for all departing flights nationwide.
The U.S. Federal Aviation Administration has ordered a ground stop for all departing flights nationwide.
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Anthropic seeks record-breaking IPO next week; major investors wield more influence on initial pricing than SpaceX
Anthropic seeks record-breaking IPO next week; major investors wield more influence on initial pricing than SpaceX
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AMD shares dropped 9% as the chip sector's rally slowed following Jensen Huang's stepping down
As the chip sector's rally slowed following Jensen Huang's departure, AMD's share price tumbled 9%; Broadcom and Marvell also suffered steeper losses than NVIDIA on Friday, though all three still post
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Tech Stocks Fall as Next Week Brings Big Tests for the AI Trade
Tech Stocks Fall as Next Week Brings Big Tests for the AI Trade
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The Block, citing The Wall Street Journal: Meta is internally testing points-based prediction app Takes, with no cash wagering involved
According to The Block, citing a Wall Street Journal report quoting people familiar with the matter, Meta has had employees internally test a prediction app named Takes. Correct predictions earn "cred
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FAA issues nationwide ground stop
FAA issues nationwide ground stop
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Decrypt: Some Chinese AI projects still designed around restricted NVIDIA chips, involving $3.2 billion in scale
According to Decrypt, its reported $3.2 billion Chinese AI project pipeline is still designed around NVIDIA processors restricted by the United States, despite China's push to adopt domestic alternati
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Financial Times: Amazon Resumes Deal Talks with Fermi, Agrees to Become Major Data Center Tenant
According to the Financial Times, Amazon has resumed deal talks with Fermi, a data center project company backed by Rick Perry, and has agreed to become its anchor tenant. The report notes that previo
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Meta was up 3.03% from its previous close, currently trading at $642.500
Meta was up 3.03% from its previous close, currently trading at $642.500
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Decrypt: JPMorgan Chase's Q3 13F Filing Shows Approximately $981 Million in Bitcoin ETFs and Crypto-Related Equities
According to Decrypt, JPMorgan Chase's Q3 13F filing shows its combined holdings in Bitcoin ETFs, Strategy, and Coinbase-related positions totaled approximately $981 million. This amount represents th
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JPMorgan Chase expects the AI boom to drive U.S. high-grade bond issuance to a record high in 2027
JPMorgan Chase stated that big tech companies' spending on artificial intelligence infrastructure, combined with heavy refinancing demands, will help drive U.S. investment-grade bond issuance to a new
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Nikkei Asia: Honda supplier Topre plans to invest $140M to build factory and upgrade facilities in the US
According to Nikkei Asia, Japanese stamped auto parts manufacturer and Honda supplier Topre plans to invest $140 million to build a new plant in Alabama and upgrade an existing facility in Tennessee.
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Barclays trading desk turns tactically bullish on US equities for the first time since March
Barclays' trading desk has turned tactically bullish on U.S. equities for the first time since mid-March, noting that the sharp pullback in investor positioning and the easing of volatility pressure h
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SEC seeks to ease executive compensation disclosure rules, requiring only CEO and CFO to report
SEC seeks to ease executive compensation disclosure rules, requiring only CEO and CFO to report
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CNBC Citing NVIDIA Board: No CEO Headhunter Selected Yet, No Formal Approaches Made to Potential Candidates
According to CNBC, NVIDIA’s board of directors stated that it is still selecting a headhunter to assist in finding a formal CEO and has not yet formally approached any potential candidates. This is th
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US Supreme Court agrees to hear appeal in Robinhood IPO omission lawsuit
The U.S. Supreme Court has agreed to hear an appeal by Robinhood seeking to block an investor lawsuit accusing the company of omitting interim financial data in its 2021 initial public offering (IPO).
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CNBC: Goldman Sachs to participate as joint lead manager for Anthropic IPO, also seeking related wealth management business
According to CNBC, Goldman Sachs is vying for the multi-billion-dollar private wealth management business that could stem from Anthropic's IPO, while simultaneously serving as a joint lead manager for
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2026 US Stock Market Safe-Haven Assets Encyclopedia: How Walmart and Caterpillar Lead the Industrial Sector Amid AI Bubble Doubts
In November 2026, pressured by concerns over the AI hashrate bubble and tightening regulatory expectations, the U.S. stock market experienced severe volatility in tech stocks. Capital accelerated its rotation into traditional blue-chip and industrial sectors—exemplified by Walmart and Caterpillar—seeking safe-haven assets with stable cash flows and defensive attributes.
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SPY ETF: Investment Value and Long-Term Potential Analysis of the S&P 500 Index Tracker
SPY primarily refers to the SPDR S&P 500 ETF Trust, one of the world's largest and most liquid exchange-traded funds, designed to track the performance of the S&P 500 index. This article provides an in-depth analysis of SPY's value as a long-term investment, including its advantages such as diversification, high liquidity, and stable dividends, while also exploring potential considerations like its slightly higher expense ratio and structural flexibility. For investors looking to participate in the overall growth of the U.S. stock market, SPY is considered a core allocation tool.
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Bitcoin and US Stocks Correlation: A Discussion on History, Current Status, and Future Trends
The correlation between Bitcoin and U.S. equities has always been a focal point for the market. Historically, Bitcoin has often shown a strong correlation with the S&P 500 index, especially during periods of macroeconomic uncertainty. However, entering September 2026, this traditional correlation underwent a significant change, with correlation metrics briefly falling into negative territory, sparking discussions in the market about whether the two are decoupling. This article will deeply analyze the macroeconomic factors, institutional adoption, and ETF effects influencing the correlation between Bitcoin and U.S. equities, and explore Bitcoin's dual nature as both a risk asset and a safe-haven asset, aiming to provide readers with a comprehensive market perspective.
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How US Stocks Influence the Crypto Market: Correlation, Macro Factors, and Regulatory Dynamics Analysis
In recent years, the correlation between the U.S. stock market and the cryptocurrency market has significantly strengthened, with their trends increasingly converging. Macroeconomic policies, the participation of institutional investors, and regulatory dynamics are key factors influencing this linkage. Cryptocurrencies are regarded as high-risk assets, with volatility similar to that of tech stocks, and are jointly affected by the Federal Reserve's monetary policy and global risk appetite. The latest data indicates that regulatory signals and market sentiment can still be rapidly transmitted to both major markets.
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NVIDIA (NVDA) Encyclopedia: Deconstructing the AI Computing Leader's Moat and Valuation Logic, from GPU Hardware to the CUDA Software Ecosystem
As of September 2026, NVIDIA has become the world's most valuable company by market capitalization, with its AI hardware and CUDA software ecosystem forming a formidable competitive barrier. The company continues to launch new-generation GPU architectures such as Blackwell and Vera Rubin, and is expanding the CUDA platform to support Rust language and quantum computing. NVIDIA's valuation is closely tied to the global AI capital expenditure cycle. Despite competition from AMD, Intel, and cloud service providers' self-developed chips, its data center revenue and profitability remain strong. However, the market still has concerns regarding its high valuation, geopolitical risks, and founder succession risk.
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Key Differences Between US and A-Share Markets: A Five-Core Mechanism Analysis
The U.S. stock market holds a significant position in global financial markets due to its unique trading mechanisms. This article will delve into five core characteristics of U.S. stocks: no daily price limits, T+0 trading, T+1 settlement, circuit breakers, and short selling. Concurrently, the article will provide a detailed comparison of the significant differences between U.S. stocks and China's A-shares in terms of trading systems, investor structure, market regulation, and listed company composition, helping readers to fully understand the operational logic of both markets.
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"CIPHER Coin" Value Analysis: Distinguishing Crypto Tokens from Public Companies, Discussing Investment Potential
The term "ciph coin" may refer to two different assets: one is Cipher (CIPHR/CYPH), a cryptocurrency token based on the BNB Chain, with limited public information and trading activity; the other is Cipher Digital (CIFR.US), a US-listed company that is transitioning from Bitcoin mining to an AI high-performance computing service provider. This article will analyze the current status and potential value of these two assets separately, and discuss their long-term investment prospects.
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Bitcoin Analysis of Correlation with U.S. Stocks: Will Markets Move in Tandem During a Market Crash?
Bitcoin The correlation with the U.S. stock market has long been a focus of attention. Historically, Bitcoin has shown a high degree of convergence with the S&P 500 Index, particularly after institutional investors entered the market.However, as of July 2026, the latest data shows that the short-term correlation between Bitcoin and the U.S. stock market has declined significantly, even turning negative, sparking debate over whether it can serve as an independent safe-haven asset. Macroeconomic factors, Federal Reserve policy, and institutional adoption continue to influence the performance of Bitcoin, causing its role to oscillate between that of “digital gold” and a high-risk asset.
U.S. stocks
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Citadel Securities has poached Matthew Zimmerman from Diameter Capital Partners to head investment-grade corporate bond trading.
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September Ethereum Price Outlook: Can Polymarket's $2,600 Target Be Achieved?
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CNBC: NVIDIA Drops 11% This Week, While AMD, Broadcom, and TSMC Rise
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Chinese stocks led a rally in Asian chip shares as investors shrugged off the NVIDIA controversy surrounding Jensen Huang and rushed back into AI trades.
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Al Jazeera, citing Iranian media: Iranian Navy claims to have shot down US MQ-1 drone in Strait of Hormuz
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