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According to Gate market data, the U.S. stock storage sector has seen an expanded increase, with Seagate Technology (STX.O) rising over 17%, SanDisk (SNDK.O) rising 20%, Western Digital (WDC.O) rising 16%, and SK Hynix (SKHY.O) and Micron Technology (MU.O) both rising 11%.

The Binance research report shows that in the first half of 2026, the on-chain market contracted overall rather than experiencing capital rotation. The total locked value in DeFi across the entire chain decreased by $43.4 billion, a decline of 38%; the total market capitalization of the six major mainstream Layer 1 public chains covered in the report decreased by $246.5 billion, a decline of 42%. The Ethereum spot ETF holdings dropped from over 6 million ETH to 5.2 million, while the holdings of digital asset reserve companies increased from 6 million to 7.7 million, indicating a change in marginal holding structure.The report also pointed out that after the increase in Ethereum's Gas limit, the average Gas price decreased by 75% compared to 2025, and the number of transactions grew by about 50%, but the annual on-chain revenue is still expected to decline by 53%. User activity on Layer 2 general networks significantly weakened, with user operations dropping by about 77% from January to June 2026. The Solana network's REV fell from $40 million in January to $14 million in June.On the other hand, BNB Chain performed outstandingly in the field of tokenized stocks and tokenized real-world assets, with the market share of on-chain tokenized RWA increasing from 9.8% to 13.5% in the first half of the year. The report also mentioned that prediction markets, DEX, lending, and tokenized RWA remain among the few major directions that maintain activity.

According to Gate market data, the Philadelphia Semiconductor Index is currently up over 6%, expected to achieve the largest single-day increase in more than a month.At the same time, the Nasdaq Composite Index's increase has expanded to 2%.

According to Gate market data, after the US stock market opened, Microsoft's gains expanded to over 15%, expected to create the largest single-day increase since March 2020.On Wednesday, after the US stock market closed, Microsoft announced its financial report for the fourth quarter of fiscal year 2026, with revenue of $90 billion, an 18% year-on-year increase. The growth rate of Azure and other cloud services rose from 40% in the previous quarter to 43%. CEO Satya Nadella stated that Azure's full-year revenue "exceeded $100 billion," growing by 41%, marking the first time this business has crossed the $100 billion threshold.

According to Jinshi reports, the Israel Defense Forces launched operations in multiple areas of the Gaza Strip early Wednesday morning, successfully dismantling four Hamas weapon storage facilities.

Today, Bitget CFD Chief Analyst Lewis Huang analyzes the latest Fed interest rate decision and market trends. He pointed out that although the Fed kept interest rates unchanged, the 3 dissenting votes supporting a rate hike indicate a strengthening of internal hawkish forces. Coupled with sticky inflation and geopolitical risks, market expectations for a 25 basis point rate hike in September have risen to 72%, pushing U.S. Treasury yields higher and further suppressing U.S. stock valuations.Combining technical analysis and practical operations, Lewis Huang stated that as rate hike expectations ferment, technology stocks and overall market valuations face significant pressure, with the Nasdaq and S&P 500 indices showing clear bearish signals; on the other hand, the U.S. dollar index is likely to remain strong under hawkish support, while oil shows resilience supported by geopolitical situations.He suggests that CFD traders should align with the macro theme of "tightening expectations" at this stage, closely monitor the upcoming Jackson Hole annual meeting guidance, and flexibly seize both long and short trading opportunities, such as shorting indices at high levels and going long on the dollar in forex.

According to Jinshi reports, Mastercard (MA.N) stock price rose by 3%, and its second-quarter profit exceeded market expectations.

According to Gate market data, Meta Platforms' stock price fell by about 9%, reaching a four-month low, after the company reported a significant decline in cash flow for the second quarter.

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, Yushu Technology (688836.SH) announced that the company will conduct its initial public offering and list on the Sci-Tech Innovation Board. This issuance will adopt a combination of strategic placement, offline issuance, and online issuance. The proposed public offering will issue 40.446434 million shares, accounting for 10% of the total share capital after issuance, with a total share capital of 404.46434 million shares after issuance.The preliminary inquiry date is August 5, 2026, and the offline subscription date is August 10, 2026. The company has a special voting rights mechanism arrangement, and the actual controller Wang Xingxing controls a total of 68.78% of the voting rights under the voting rights differential arrangement.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "LoL: EDward Gaming vs Team WE - LPL Group Stage," the "Yes" option win rate in the sub-market "Both teams kill Baron" has experienced a sharp fluctuation, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

According to Nadal News, the Japanese listed company Quantum Solutions announced the sale of 1,000 ETH for $1.9 million (approximately 311 million yen) from its subsidiary GPT Pals Studio Limited (GPT). The proceeds from this sale will be used for its artificial intelligence infrastructure (AIDC) business, which includes artificial intelligence data centers.Since the fall of 2025, Quantum Solutions has been actively increasing its ETH holdings. As of June 4, 2026, its ETH holdings have reached 6,668.8, making it the company with the largest ETH holdings among Japanese listed companies. The company began selling ETH in June. This is their second sale, with a total of 1,904 ETH sold, reducing their holdings by approximately 29% from the peak to 4,764.8 ETH.

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, the preliminary GDP price index for the United States in the second quarter is 6.2%, higher than the market expectation of 4%, and the previous value was 3.6%.

According to Jinshi, the number of people continuing to claim unemployment benefits in the United States for the week ending July 18 was 1.782 million, lower than the market expectation of 1.798 million.The previous value was revised from 1.796 million to 1.789 million.

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 Jinshi reports, the initial value of the annualized quarterly real GDP for the United States in the second quarter is 1.5%, lower than the market expectation of 2.1%, and the previous value was 2.1%.

According to Jinshi reports, the annualized quarterly core PCE price index for the second quarter in the United States is 3.4%, lower than the market expectation of 3.5%, and the previous value was 4.4%.