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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%.

According to The Information, TSMC (TSM.N) will develop AI chip packaging technology.In the past, packaging has been regarded as a relatively conventional process in semiconductor manufacturing, but with the surge in AI demand, chip design companies need to integrate more processors and high-bandwidth memory into increasingly large and complex packages. Advanced packaging has become one of the industry's most critical bottlenecks. Intel has developed a packaging technology called Embedded Multi-Die Interconnect Bridge (EMIB).This technology uses small silicon bridges to establish high-speed connections between processors and memory, enabling support for larger-scale multi-chip designs, thus creating more powerful AI chips and helping chip designers achieve supply chain diversification, which has attracted the attention of potential customers such as NVIDIA (NVDA.O).Insiders say that within TSMC, engineers refer to this advanced packaging project as "EMIB-like" and have discussed this solution with some customers.

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

According to Jinshi, the number of initial jobless claims in the U.S. last week, the month-on-month personal spending for June, the month-on-month and year-on-year core PCE price index, the preliminary quarter-on-quarter real personal consumption expenditure for the second quarter, the real GDP, and the preliminary quarter-on-quarter annualized core PCE price index will be announced in ten minutes.

The Kobeissi Letter posted on platform X, stating that according to Goldman Sachs data, over 1.2 million leveraged retail trading accounts in South Korea triggered margin call notifications, with an estimated 320,000 to 360,000 accounts completely liquidated, accounting for about 3.4% of the adult population in South Korea.As the Korea Composite Stock Price Index (KOSPI) has fallen approximately 18% since July 13, it is expected that the number of accounts that have been completely forcibly liquidated has now exceeded 500,000.

According to Jinshi News, the European Union has launched a tender today, planning to establish up to 7 artificial intelligence super factories in Europe, which is an important initiative to promote technological autonomy in Europe. The plan is led by the industry and has received up to 10 billion euros in funding support, expected to leverage at least 20 billion euros in private investment.AI super factories will provide infrastructure for various enterprises and institutions, integrating advanced AI processors, software, and cloud technology, further strengthening Europe's leadership position in the technology sector.

According to Jinshi reports, the Secretary-General of the European Commission stated that Russia's war against Ukraine is escalating to an unprecedented level, and the situation of war in the Middle East is similar. He called for all parties to sit down and begin working towards a sustainable, realistic, and long-term peaceful solution.

According to Jinshi reports, the U.S. Central Command stated that there are currently over 50,000 U.S. troops deployed in the Middle East, maintaining a high level of vigilance and ready for combat at any time.

Castle Labs released a report stating that since the beginning of the year, crypto protocols have generated approximately $7.42 billion in revenue, but most token prices have failed to reflect the fundamentals of the protocols. The report analyzes six protocols, including Aave, Hyperliquid, PumpFun, and Uniswap, finding that they collectively generated about $726 million in revenue in the first half of 2026. However, after accounting for token issuance, unlocks, and incentives, the net value inflow for token holders turned negative for some projects.The report points out that Hyperliquid has burned over 47 million HYPE tokens, and PUMP has completed over $315 million in buybacks, yet the token is still down about 60% from its issuance price. Protocol revenue does not necessarily translate into token value, and investors should also pay attention to factors such as value return mechanisms, token unlock pressure, and equity structure.

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 Jinshi, the People's Bank of China today conducted a 270.5 billion yuan 7-day reverse repurchase operation, with both the bidding amount and the awarded amount being 270.5 billion yuan, and the operation interest rate at 1.4%. At the same time, the central bank also conducted a 600 billion yuan overnight reverse repurchase operation.

Samsung Electronics released its Q2 2026 financial report, with revenue of 171.5 trillion Korean won (approximately $118.8 billion), a year-on-year increase of 130%, and a quarter-on-quarter increase of 28%, setting a new record for a single quarter; operating profit was 89.5 trillion Korean won (approximately $62 billion), a year-on-year increase of 1813.8%, and a quarter-on-quarter increase of 56.4%, exceeding market expectations by about 5%; net profit was 71.62 trillion Korean won (approximately $49.6 billion), a staggering year-on-year increase of 1299.9%. Earnings per share were 10,849 won, a year-on-year increase of 52%.The Device Solutions (DS) division reported revenue of 127.5 trillion Korean won, with operating profit of 89.2 trillion Korean won, a quarter-on-quarter increase of 56%, driven by demand for AI server memory, with both revenue and profit reaching historical highs. HBM4 has been mass-produced and shipped, and HBM4E samples have been delivered to major customers. The Device Experience (DX) division saw a quarter-on-quarter revenue decline of 9%, with the MX business affected by component cost pressures, reporting revenue of 33.2 trillion Korean won and an operating loss of 0.7 trillion Korean won.Samsung expects strong demand for server DRAM, eSSD, and HBM to continue in the second half of the year, with a tight market supply situation persisting, although demand in the mobile and PC sectors may see some slowdown. The company plans to expand sales of high-value-added products such as HBM4, DDR5, and SOCAMM2, and to mass-produce new mobile products using the second-generation 2nm process, aiming for double-digit revenue growth in its foundry business.

The decentralized exchange Aster announced the launch of Korean RWA Season 1: Taker Showdown trading event, which will take place from July 30 to August 6, lasting for 7 days. The designated trading pairs are SKHYNIXUSDT and SAMSUNGUSDT, with a total prize pool of 10,000 USDT, divided into three parts: Taker Trading Volume Leaderboard (4,000 USDT), Profit and Loss Leaderboard (4,000 USDT), and Participation Prize Pool (2,000 USDT). The event is open to all new and existing users (excluding market makers), and only Taker trading volume during the event period will be counted. Rewards will be distributed in USDT within 14 working days after the event ends. Aster stated that more trading pairs may be added later based on market conditions.

Arm released its financial report for the first quarter of fiscal year 2027, with revenue of $1.29 billion, a year-on-year increase of 22%, exceeding the market expectation of $1.26 billion; adjusted earnings per share of $0.45, a year-on-year increase of 29%, surpassing the expected $0.40; adjusted net profit of $480 million, a year-on-year increase of 28%. Licensing revenue was $574 million, a year-on-year increase of 23%; royalty revenue was $715 million, a year-on-year increase of 22%, with data center royalty revenue more than doubling year-on-year.The AI and data center business is showing strong momentum. Since the launch of the Arm AGI CPU in March, customer demand has grown from an initial expected order of about $1 billion to over $2 billion. Cumulative shipments of Arm Neoverse data center processors have exceeded 1.5 billion cores, with the latest 500 million completed in just 9 months. NVIDIA Vera has fully entered production, and AWS has reached a multi-year agreement with Meta to deploy tens of millions of Graviton5 cores. Qualcomm announced plans to launch the Arm-based data center CPU Dragonfly C1000.Revenue guidance for the second quarter is approximately $1.38 billion, with adjusted earnings per share of about $0.47, both above market average expectations but below some optimistic forecasts. The company stated that the growth of smart mobile royalty revenue will slow, and after-hours stock prices fell by about 7% at one point.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "Cleveland Guardians vs. Cincinnati Reds," the win rate of the "Over" option in the sub-market "O/U 9.5" has experienced a sharp fluctuation, dropping from 38% an hour ago to the current 11.5% (a fluctuation of 26.5%). Please note the impact of related breaking news.

Qualcomm released its Q3 2026 fiscal year financial report, with revenue of $9.95 billion, a year-on-year decrease of 4%, slightly higher than the market expectation of $9.67 billion; adjusted earnings per share were $2.21, basically in line with expectations; net profit was $2 billion. The chip business (QCT) revenue was $8.5 billion, of which mobile-related business was $5.1 billion, a year-on-year decrease of 20%; automotive electronics business revenue reached a record $1.59 billion, a year-on-year increase of 61%, achieving double-digit year-on-year growth for 23 consecutive quarters; Internet of Things business revenue was $1.83 billion, a year-on-year increase of 9%.Qualcomm expects adjusted earnings per share for Q4 to be between $2.05 and $2.25, below analysts' expectations of $2.36. CEO Cristiano Amon stated that revenue from Apple will enter a phase of accelerated decline, and due to supply chain constraints, Qualcomm's component share in the next-generation iPhone is "far below the previously estimated 20%." To cope with the contraction of its Apple business, Qualcomm is accelerating its diversification transformation, expecting its data center business to achieve approximately $5 billion in revenue by fiscal year 2027, and has completed the acquisition of AI software company Modular. Qualcomm plans to adjust prices for some products starting September 1 to address rising costs across the entire supply chain.

Meta released its Q2 2026 financial report, with revenue of $60.8 billion, a year-on-year increase of 28%, slightly above the market expectation of $60.3 billion; net profit of $15.85 billion, a year-on-year decrease of 14%; earnings per share of $6.18, a year-on-year decrease of 13%. Advertising revenue was $59.36 billion, a year-on-year increase of 27%, with ad impressions increasing by 14% and average price rising by 12%. Operating profit decreased by 8% year-on-year to $18.78 billion, and the operating profit margin fell from 43% to 31%. Total costs and expenses surged by 55% year-on-year to $42 billion, which includes $2.4 billion in legal litigation expenses and $1.18 billion in layoff costs.The revenue guidance for Q3 is $61 billion to $64 billion, with a midpoint of $62.5 billion, below the market expectation of $63.2 billion. The full-year capital expenditure guidance has been adjusted from $125 billion to $145 billion to $130 billion to $145 billion. Free cash flow was only $784 million, significantly shrinking year-on-year, reaching a nearly four-year low. Meta also narrowed its full-year expense guidance for 2026 to $165 billion to $169 billion, maintaining the expectation of "operating profit above 2025." Zuckerberg stated, "AI is accelerating our core business, and the results are beginning to show." After the financial report was released, Meta's after-hours stock price briefly fell over 10%.