
SK Hynix (SKHY) with Trillion-Dollar Market Cap Set to List in the U.S.: Is It a Once-in-a-Lifetime Bargain or the Cycle Peak?
ADR priced at approximately $158.26, with an offering size of about $28.2 billion, making it the largest U.S. listing by a foreign company in history.
2026-07-09
invest
AI

Goldman Sachs Targets $610: Microsoft's AI Story Hinges on This Azure Battle
Goldman Sachs is bullish on Microsoft, but the earnings report needs to prove that AI spending can translate into cloud revenue.
2026-07-09
invest
AI

South Korea's interest rate hike may land next week; can the "bearish" KOSPI hold up?
Foreign capital sell-off, leveraged ETF backlash, a triple crisis ignites the "semiconductor paradox" — megacap earnings surge yet suffer a bloodbath. With tightening cycle pressures mounting, South Korea's capital market is facing a daunting survival test.
2026-07-09
finance
policy
currency
AI

Dragonfly Partner: BTC is a Generational Asset, Bullish on ETH and SOL
There is no eternal "Wild West." Those who find crypto boring should probably turn their attention to AI now.
2026-07-09
exchange
BTC
ETH
invest
DeFi
currency
Solana
FTX
technology
AI

Goldman Sachs Calls for Going Long on China AI: Behind a $4 Trillion Market Cap, Global Funds Have Only Allocated 1.2%
Goldman Sachs recommends going long on the China AI value chain, betting on the discrepancy between revenue contribution and global fund positioning.
2026-07-09
invest
industry
AI

Musk "copied" Zhipu
Musk stated that Grok 4.5 is faster and has higher token efficiency, positioning it as an "Opus-level" model.
2026-07-09
AI
Musk

4 Billion-a-Day Profit for "China's SK Hynix": Even Apple Is Bidding to Buy
China's Leading Memory Chip Stock, CXMT, Set for IPO by End of July at the Earliest
2026-07-09
invest
industry
AI

Seven-fold oversubscription, can SK Hynix save the semiconductor industry this time?
Deep squat, then jump! Ultimately, it's the tech giants that determine the bounce power.
2026-07-09
invest
industry
AI

The quarter-finals of the World Cup are about to kick off—who are the AI models predicting will advance?
Different models show a high degree of consensus on the semi-finalists: France, Spain, England, and Argentina.
2026-07-09
AI
Prediction Market

24H Hot Coins & Headlines|Trump Says No Second War with Iran, No Plans for a Protracted Conflict; Bank of Korea Governor Says Rates Need to Be Raised at an Appropriate Time (July 9)
Changxin Technology's STAR Market IPO Launches, Estimated Market Cap Nears 295 Billion Yuan, First-Day Lock-up Ratio Reaches 78%.
2026-07-09
ETH
stable currency
DeFi
Paradigm
Meme
AI
BNB Chain
Trump
Strategy

The market isn't buying Meta's AI narrative: Behind the low valuation lie three unresolved challenges
The Big Three continue burning cash, with Meta's valuation discount being the most glaring
2026-07-08
invest
AI

SemiAnalysis: Anthropic’s Q3 Profit Expected to Exceed $1 Billion
By the end of 2027, its ARR is projected to reach $300 billion, corresponding to a $6 trillion enterprise value. With its IPO application confidentially submitted, the capital showdown with OpenAI has already quietly begun.
2026-07-08
AI

Genius Teen “Critiques” DeepSeek, Only to Face Backlash from Web3 Investors
From Huawei’s "Genius Teen" to a Controversial Figure in Web3: The Metagent Funding Saga of Li Bojie.
2026-07-08
invest
hackathon
AI

Is the storage cycle peaking? Here's Bank of America's "fundamental reassurance" for you.
From Meta, CXMT, and South Korea's capacity expansion, to DRAM/NAND prices and cloud capital expenditures, no substantial reversal has occurred in either industry demand or the pace of capacity release.
2026-07-08
invest
AI

The "Lockup Expiry Slump" Myth Broken? AI Model Giants Surge, Zhipu Up 19%, Wall Street Banks Remain Bullish
The rally is driven by two key factors: first, core institutional shareholders have publicly stated their intention to hold long-term, with no signs of a sell-off stampede; second, Wall Street investment banks like JPMorgan and Goldman Sachs are bullish on their commercialization prospects, issuing "overweight" or "buy" ratings, leading to a market value reassessment.
2026-07-08
finance
invest
AI

SpaceX falls below $150 on its first day of index inclusion; Wall Street is overwhelmingly bullish with a target price as high as $800?
August stock lock-up expiry approaching, what other potential catalysts does SpaceX have?
2026-07-08
invest
AI
Musk
Trump






