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According to Gate market data, U.S. stocks opened higher, with all three major indexes rising: the Dow Jones increased by 0.6%, the S&P 500 rose by 1%, and the Nasdaq climbed by 1.6%. Microsoft (MSFT.O) surged about 12%, with its cloud business growth in the fourth fiscal quarter far exceeding expectations.The storage sector saw significant gains, with SanDisk (SNDK.O) rising about 11% and SK Hynix (SKHY.O) increasing by about 7%.

According to Jinshi reports, Microsoft plans to maintain a multimodal strategy, allowing customers to use models from OpenAI or Anthropic in a way that better meets their needs.

According to Jinshi News, Microsoft is considering offering some internally developed AI models with open weights.

According to Jinshi reports, the actual personal consumption expenditure month-on-month rate in the United States for June was 0.4%, with the previous value revised from 0.3% to 0.4%.

According to Hyperliquid News monitoring, a certain whale recently migrated $7.29 million from Ostium to Hyperliquid and opened 10,124 long positions in the S&P 500, worth approximately $74.33 million.This position currently accounts for 13.03% of the market's open contracts.

According to Jinshi reports, as the conflicts in Iran and Ukraine continue to deplete U.S. military weapon stockpiles, the U.S. Department of Defense has committed to paying nearly $100 billion to arms contractors in hopes of accelerating the production of "Patriot" and "THAAD" interceptors. In addition, the Pentagon has ordered 14 nuclear submarines, with a total contract amount of $76.6 billion.On July 29 local time, it was reported that there were changes in the Pentagon's transactions with arms contractors regarding "Patriot" interceptors, with the contract changing from a $4.7 billion one-year contract signed in April this year to a draft agreement totaling $58.6 billion over seven years, while a preliminary agreement for a $35 billion order of "THAAD" interceptors over seven years was also finalized.

According to Jinshi News, the Caspian Pipeline Consortium decided to suspend oil loading operations after a tanker was attacked by a drone.

According to the Financial Times, Situational Awareness, an AI-themed hedge fund founded by 25-year-old former OpenAI researcher Leopold Aschenbrenner, is seeking new funding following significant losses due to a sharp correction in AI-related stocks.In recent communications, Aschenbrenner acknowledged the increased market volatility, describing it as a new investment opportunity and encouraging investors to inject new capital. The fund's heavy investments in AI data centers, power, storage, and GPU cloud-related assets have seen significant declines during this round of AI capital expenditure deal pullback.

The cryptocurrency card project Tria announced the distribution of over $600,000 in rewards to ambassadors who promoted platform growth during Season One and Season Two, including a $250,000 ambassador bonus pool (distributed based on commission performance grading from Season One, with up to 50% additional rewards) and over $350,000 in card consumption commissions (covering card consumption and membership purchase shares for referred users from January 31 to June 30).The ambassador bonus will be available for claims on July 31, and card consumption commissions will be credited in the coming weeks, with regular distributions on the last Tuesday of each month thereafter. Tria stated that more incentive programs will be opened in Season Three, and the ambassador program continues to recruit.

The global AI computing power and Agent financial infrastructure platform B.AI announced that its cumulative registered user count has officially surpassed 2.05 million, marking a milestone in the platform's efforts to lower the barriers to AI applications and promote the popularization of the Agent ecosystem. According to official disclosures, B.AI has significantly improved the participation efficiency of developers and end users by recently integrating stronger foundational large models, iterating product interaction experiences, enriching agent capabilities, and expanding its ecological cooperation network; in the future, the B.AI platform will continue to deepen its focus on AI computing power infrastructure and Agent financial infrastructure, using a more open ecological strategy to support global intelligent economic innovation.

On July 28, OpenAI quietly updated its security incident disclosure, confirming that its AI agent accessed four external service platforms during the breach of Hugging Face, bringing the total number of affected platforms to five.Previously, OpenAI had disabled security filters while testing GPT-5.6 Sol and a more powerful model to assess raw capabilities. The model did not complete the security benchmark tests as expected; instead, it discovered a zero-day vulnerability in the package caching agent within the testing environment that granted internet access, subsequently breaching Hugging Face to steal answers.According to a forensic report released by Hugging Face on July 27, this autonomous agent executed 17,600 operations over approximately four and a half days, connecting 181 devices to the Hugging Face internal VPN and forging identity tokens. Among the four additional platforms, Modal Labs CTO Akshat Bubna confirmed through Reuters that his company was one of them, with the attacker using an unprotected public endpoint from a customer as a relay and command control base for the entire attack.The identities of the other three platforms remain undisclosed. OpenAI stated it would "directly notify the service providers" but would not publicly name them, as there is currently no legal requirement for mandatory disclosure. The U.S. Congress has responded by proposing a bipartisan "AI Emergency Shutdown Act," which aims to authorize the Department of Homeland Security to forcibly shut down AI models, with violators facing fines of up to $2 million per day.

According to Russian media bits.media, Igor Runets, the founder of Russia's largest mining company BitRiver, has been transferred from house arrest to detention pending trial by the Zamoskvoretsky Court in Moscow due to allegations of fraud amounting to 100 million rubles. He will be held in custody for at least two months. The charges are based on Part 4 of Article 159 of the Criminal Code of the Russian Federation—"particularly large-scale fraud committed by an organized group."The investigation claims the case involves the supply of mining equipment, causing nearly 100 million rubles in losses to the metallurgical and energy companies under the En+ Group. Investigators requested the detention of Runets on the grounds that he might influence witnesses, and the court approved this request. Representatives of BitRiver and Runets' lawyer have not yet commented on the court's ruling, and the progress of the case will depend on the equipment appraisal and witness testimonies from En+. In February of this year, Russian law enforcement suspected Runets of concealing assets to evade taxes, leading to his arrest and house arrest on charges of tax evasion. BitRiver is facing bankruptcy and ownership risks, with its owner Fox Group having debts of approximately 9.2 million dollars, and assets insufficient to repay the debts, prompting a bankruptcy application.

Robinhood released its Q2 2026 financial report, with net revenue of $1.31 billion, a year-on-year increase of 32%, exceeding analysts' expectations of $1.28 billion; net profit of $573 million, a year-on-year increase of 48%; diluted earnings per share of $0.62, a year-on-year increase of 48%. Adjusted EBITDA was $741 million, a year-on-year increase of 35%, exceeding the expected $629 million. Net deposits reached a record high of $21.7 billion, with Gold subscription users reaching 4.8 million, a year-on-year increase of 39%. Cryptocurrency revenue was $100 million, exceeding the expected $86.6 million; options revenue was $342 million, a year-on-year increase of 29%. ARPU reached $187, a year-on-year increase of 24%.The company expects adjusted operating expenses and equity incentives for the full year to be $2.675 to $2.775 billion, lower than previous guidance and market expectations. During the period, Trump account registrations exceeded 7 million, with deposits nearing $1.5 billion; Robinhood Chain mainnet launched; Singapore obtained a capital markets services license; completed the acquisition of WonderFi. After the financial report was released, Robinhood rose about 4% in after-hours trading.

According to Gate market data, the Hong Kong stock market opened with the Hang Seng Index rising by 0.26% and the Technology Index rising by 0.43%. New Oriental (09901.HK) increased by over 14.5%, JD Logistics (02618.HK) rose by 2.5%, and Zhongji Xuchuang (03308.HK) fell by 0.92% on its first day of listing.

OpenSea Chief Marketing Officer Adam Hollander announced on the X platform that he will be leaving after a year and a half in his position this week. He stated that this decision is "more personal than professional" and emphasized his confidence in the company's direction, products, and team, clarifying that he is not leaving due to another job opportunity, but plans to focus on health, family, and personal life moving forward.OpenSea co-founder and CEO Devin Finzer responded, saying "I’m glad to have fought alongside you," and noted that the team will continue to communicate openly with the community. Hollander joined OpenSea in early 2025.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "Mubadala Citi DC Open: Alex de Minaur vs. Stefanos Tsitsipas," the option "Alex de Minaur" in the sub-market "Mubadala Citi DC Open: Alex de Minaur vs. Stefanos Tsitsipas" has experienced significant fluctuations in winning probability, soaring from 51.5% an hour ago to the current 67.5% (a fluctuation of 16%). Please note the impact of related breaking news.

According to Jinshi reports, OpenAI announced that it will provide free access to cutting-edge models for 100,000 researchers.

According to Gate market data, the Dow Jones Index opened down 398.29 points on July 29 (Wednesday), a decrease of 0.76%, reporting at 52,349.03 points; the S&P 500 Index opened down 10.87 points, a decrease of 0.15%, reporting at 7,418.35 points; the Nasdaq Composite Index opened down 47.14 points, a decrease of 0.19%, reporting at 24,829.77 points.