profit

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.

According to Jinshi reports, Samsung Electronics' semiconductor division reported that its profits have increased by more than 250 times due to the reliance of artificial intelligence on memory. The division's operating profit for the second quarter was 89.2 trillion won (approximately 62 billion USD), exceeding analysts' average expectation of 79.3 trillion won.The group's overall net profit was 71.3 trillion won, also surpassing market expectations.

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%.

According to Jinshi reports, Microsoft recorded a $3.2 billion gain in the fourth fiscal quarter due to its investment in Anthropic, combined with expenses related to the voluntary departure plan being lower than expected, resulting in a positive impact of 27 cents on earnings per share (EPS).

According to Lookonchain monitoring, trader 0x4c8f made a profit of over 1.2 million dollars in less than 7 hours, with a return rate of 77 times.Six hours ago, he spent 8.39 ETH (16,000 dollars) to buy 293.75 million PIPEDOG, then sold 34.55 million PIPEDOG for 32.67 ETH (62,000 dollars), and still holds 259.2 million PIPEDOG (1.18 million dollars), with a total profit exceeding 1.2 million dollars.

According to monitoring by Lookonchain, as the price of SKHX continues to decline, profits from short positions are expanding. Among them, the whale address 0xEbE1 currently has unrealized profits of over 10 million dollars on its SKHX short position and has additionally earned about 1.23 million dollars in funding fee income.

SK Hynix released its Q2 2026 financial report, with revenue of 79.3 trillion Korean won (approximately 52.9 billion USD), a year-on-year increase of 257% and a quarter-on-quarter increase of 51%; operating profit of 60.5 trillion Korean won (approximately 40.3 billion USD), a year-on-year increase of 557% and a quarter-on-quarter increase of 61%, with an operating profit margin of 76%; net profit of 93.9 trillion Korean won (approximately 62.6 billion USD), with a net profit margin of 118%, which includes a one-time gain of approximately 62.2 trillion Korean won from the sale of Kioxia shares. The cumulative revenue for the first half of the year has surpassed 100 trillion Korean won for the first time. Although the performance set a new historical high for a single quarter, it fell short of market expectations for revenue of 83.9 trillion Korean won and operating profit of 64.2 trillion Korean won, leading to a drop of over 5% in ADR after the financial report was released.The growth in performance is driven by the increase in both volume and price of high-performance AI products (HBM, eSSD, etc.). HBM4 has begun mass production and shipment in Q2, with plans to expand production in the second half of the year; samples of HBM4E have been delivered. The company has finalized long-term supply agreements (LTA) with about 10 customers, securing approximately 50% of sales volume. As of the end of the quarter, cash and cash equivalents reached 88 trillion Korean won, with a net cash position of 69.4 trillion Korean won. The company expects capital expenditures in 2026 to reach the upper end of the 40-50 trillion Korean won range and is advancing the mass production of the Cheongju M15X and the construction of the Yongin cluster.

The 2026 Fortune Global 500 list was released on July 28, with the total revenue of the listed companies amounting to approximately $43.1 trillion, exceeding one-third of the global GDP, with a year-on-year growth of about 3.2%. Amazon topped the list for the first time, ending Walmart's twelve-year streak; State Grid ranked third. Alphabet took the title of "most profitable company in the world" from Saudi Aramco with a net profit of $132.17 billion. NVIDIA ranked second in profits, and TSMC was the only Chinese company to enter the top ten in profits.A total of 141 companies from the United States made the list, 122 from China (including Taiwan), and 40 from Japan. The total revenue of Chinese listed companies is approximately $10.4 trillion, with an average profit of $4.5 billion, about 40% of the average profit of U.S. companies ($11.24 billion). JD.com (41st) ranked first among private companies in mainland China, while Alibaba (56th), Tencent (97th, entering the top 100 for the first time), Pinduoduo (255th), and Meituan (311th) all saw improvements in their rankings.In the high-tech sector, 38 listed companies had an average profit of $21.98 billion. NVIDIA jumped 38 places to rank 28th, TSMC rose 44 places to rank 82nd, SK Hynix ranked 210th, and Micron Technology and Advanced Micro Devices returned to the list after many years. The automotive industry saw increased differentiation, with BYD ranking 91st, CATL significantly rising 43 places to rank 260th, and Chery Automobile making the list for the first time as a publicly listed company. The company with the largest increase in ranking was Wistron, which surged 298 places to rank 198th.

On-chain analyst Ai Yi posted on platform X, stating, "First set 10 big goals." Currently holding 3,500.414 BTC long positions, valued at 224 million USD, with an opening price of 64,074.95 USD, currently floating profit of 4.34 million USD. Five minutes ago, he closed 1 BTC. His over 190 million USD BTC long position once exited with a loss of 3.81 million USD.

According to Jinshi News, Changxin Technology will officially land on the Sci-Tech Innovation Board, with an issue price of 8.66 yuan per share. Based on an average increase of 278.01% for all new shares, the profit from a single subscription for Changxin Technology is approximately 12,000 yuan; based on an average increase of 466.67% for new shares on the Sci-Tech Innovation Board, the profit from a single subscription for Changxin Technology is approximately 20,200 yuan. Institutions have pointed out that there has been a temporary rebound in the new share sector recently, and panic sentiment has somewhat eased. Reviewing the current changes in new share cycle indicators, the cycle pricing indicators and sentiment indicators have basically returned to a neutral or slightly below neutral position for the year, and the sharp release of high-level risks may come to an end. The new share sector may be expected to initiate a relatively balanced oscillation game between bulls and bears; however, it should be noted that a return to strength for the new share sector may require more time. On one hand, it needs to wait for the cycle indicators to continue to converge and stabilize, and on the other hand, it may need to wait for the gradual reconciliation of bullish and bearish divergences.

According to Jinshi reports, SK Hynix will announce its second-quarter results on the 29th. Following Samsung Electronics, SK Hynix is expected to achieve a record high in profits for the second quarter of this year.Based on reports from 14 brokerages compiled by the Korean financial information agency Yonhap Infomax over the past month, SK Hynix's second-quarter revenue and operating profit are expected to be 84.0597 trillion won and 64.0899 trillion won, respectively. The expected operating profit for the second quarter is about 17 trillion won higher than the annual operating profit of 47.2 trillion won last year.Adding the operating profit of 37.6103 trillion won from the first quarter of this year, SK Hynix's operating profit for just the first half of the year will exceed 100 trillion won. Earlier this month, Samsung Electronics also released a preliminary performance report, showing strong performance in its DS division, with an operating profit of 89.4 trillion won. If SK Hynix's performance meets market expectations, the combined operating profit of the two companies for the second quarter will exceed 150 trillion won.

According to on-chain analyst @ai_9684xtpa's monitoring, the largest short address for Changxin Storage (CXMT) is still increasing its position. Two hours ago, this address added 2 million USDC in margin to Hyperliquid and continued to place limit sell orders through TWAP.Currently, this address holds a 1x leveraged short position of 2.072 million CXMT, with a nominal value of approximately 12.78 million USD, an average opening price of 6.4434 USD, and an unrealized profit of about 563,000 USD. In addition, there are still 435,677.8 CXMT limit sell orders at 6.11 USD that have not been executed, with a total value of approximately 2.66 million USD.

According to Onchain Lens monitoring, trader James Wynn realized a profit of approximately $45 after partially closing his short position on the S&P 500 Index.Data shows that James Wynn opened 80.44 SP500 short positions yesterday, valued at approximately $599,000; today he closed 42.19 of them, valued at approximately $312,600.Currently, he still holds 115.68 SP500 short positions, with a position value of approximately $857,600, and an unrealized loss of about $192.

The overall profitability status of the Bitcoin market is improving, but on-chain data shows that it is still insufficient to confirm that a new bull market has begun, and there remains a risk of another decline. CryptoQuant data shows that the Bitcoin Supply in Profit has risen to 57.5%. This indicator represents the proportion of BTC supply in the current market where the price is above the holding cost, which has significantly rebounded from the low of 46.2% on June 30, 2026, and is currently close to 60%.However, the recovery of the profitable supply ratio still requires continuous verification. Historical cycles show that the true end of a bear market usually requires two conditions to be met simultaneously: first, the 30-day simple moving average of the Long-Term Holder Profit and Loss Ratio (LTH-SOPR) must remain above 1 for an extended period without falling below it; second, the Bitcoin Supply in Profit must stabilize above 64%. Analysts indicate that this cycle has previously experienced a "false breakout." From April 28 to June 1 of this year, the average LTH-SOPR was above 1 for 35 consecutive days, while the profitable supply ratio once rose to 67%, but the market subsequently declined again. Currently, the Long-Term Holder 30-day SMA indicator has been below 1 for over 50 consecutive days, which remains an important risk signal for assessing the strength of market recovery. Although the BTC profitable supply ratio is improving, the market needs further confirmation of the behavior of long-term holders and changes in the profit structure to determine whether the current rebound truly marks the beginning of a new upward cycle.

CryptoQuant analyst Axel Adler stated that the current bear market phase of Bitcoin has seen the highest historical scale of holder realized losses, with the 30-day moving average (30DMA) of realized losses reaching $1.37 billion in February 2026, which is 19% higher than the cycle peak of $1.15 billion in 2022. Data shows that since the February peak, Bitcoin realized losses have decreased by 56.5%, currently down to about $597 million; meanwhile, the scale of realized profits has only slowly recovered to $257 million.Axel Adler pointed out that the sell-off pressure driven by losses has significantly weakened, but the market has not yet seen a sustained recovery in demand, with the rate of loss decline still outpacing the rate of profit recovery. Historically, on February 20, 2026, realized losses reached $1.37 billion, setting a historical high for this metric; the highest realized loss in the 2022 cycle was $1.15 billion, occurring on June 30, 2022. In terms of realized profits, as of July 23, the 30DMA of Bitcoin realized profits was $257 million, a decrease of 92.7% from the peak of $3.51 billion set on December 10, 2024; it was also down 77.7% from when Bitcoin hit its historical high of $124,710 on October 6, 2025. This metric had previously hit a low of $191 million on June 14, 2026, and has since rebounded by 34.7%.Axel Adler indicated that the selling pressure from profits has significantly decreased, and the amount of coins sold for profit is still at a low level in this cycle, but this does not mean that sellers have completely exhausted themselves, nor does it indicate that market demand has recovered. If realized profits continue to rise above $400 million to $500 million, it would further confirm a sustained improvement in the market. Additionally, the Bitcoin realized profit/loss ratio has rebounded from a low of 0.26 in June to 0.43, but it is still below the level of 1. Analysts noted that although the absolute scale of realized losses in the current cycle exceeds that of 2022, the relative market pressure remains lower than in 2022. Since Bitcoin's historical peak, there have been 190 days out of the past 291 days where realized losses exceeded realized profits. Axel Adler warned that if the profit/loss ratio falls below 0.26 again, accompanied by a price drop below the cycle low of $58,535 set on June 30, it could indicate further intensification of market pressure.

According to on-chain analyst Ai Yi's monitoring, the whale jasonleo, who "set 10 big goals" has closed a short position of 2,741.712 BTC (approximately 178 million USD) one hour ago, making a profit of 2.263 million USD.Subsequently, he opened a long position of 2,015.916 BTC with 4x leverage (approximately 131 million USD), with an average entry price of 64,983.34 USD.

The contract whale "Set 10 Big Goals First" shared on social media a 4x leveraged short position on Bitcoin, currently showing a floating profit of over $980,000, with a return on investment of 2.19%. It stated, "This position is a short-term short on Bitcoin."Previously, the contract whale "Set 10 Big Goals First" closed its long position on Bitcoin in the early hours of today, realizing a profit of $6.019 million. It stated, "The trend remains bullish, this position has been closed for profit, securing gains, and taking a two-day break."

According to monitoring by Lookonchain, since June 30, the whale address 0x2684 has accumulated purchases of 54,449 ETH (approximately 94 million USD) at an average cost of 1,726 USD; at the same time, it has accumulated purchases of 600 WBTC (approximately 38.37 million USD) at an average cost of 63,950 USD.Based on the current price, the unrealized profit of this address has exceeded 12.5 million USD.