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AMD drops more than 5% in the short term; Helios AI chip is about to ship
On July 24, AMD’s stock price fell in the short term, with losses of more than 5% during intraday trading. On the news front, AMD’s Helios artificial intelligence server chip has entered full production, and is expected to officially ship soon. The product is viewed by the market as an important piece for AMD’s push into the high-end AI accelerator market, and it will directly compete with NVIDIA’s MI450 series. #美股 #夏日创作营
$AMD
AMD-3.29%
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RiskSentry:
Is “good news already priced in” actually a bad sign? Short-term funds used the opportunity to run away.
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US stock market close: The three major indexes were mixed, and Alibaba rose about 4.6% against the trend
The overall US stock market on Tuesday showed a choppy consolidation. By the end of trading that day, the Dow Jones Industrial Average edged up by about 0.19%, the S&P 500 inched higher by about 0.14%, while the Nasdaq Composite fell slightly by about 0.18%. Market trading sentiment remained relatively cautious, and investors continued to watch the Federal Reserve’s policy direction, valuation pressure in technology stocks, and the performance of Chinese concept stocks.
In the Chinese conce
BABA-1.64%
US500-0.15%
NAS100-1.50%
JD0.33%
BIDU-1.89%
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FinancialFreedomDream:
Alibaba’s move is pretty strong this time—while the overall market is diverging, it can still rise 4.6% against the trend. Undervalued Chinese concept stocks are starting to rebound; after waiting it out, can they hold steady in the next phase?
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Bitcoin may not have hit the bottom yet this month; October could bring a real dip-buying window
On July 19, analyst BlurrBulls said that this round of Bitcoin’s decline has not fully ended, and the month may not form a final bottom. Judging from historical trends, after Bitcoin halving the market usually needs some time to complete “position clearing,” and the truly low-risk entry points often appear after sentiment is most bearish and selling pressure has been fully released.

The report points out that from August to September, Bitcoin may continue to maintain a range-bound accumulation pa
BTC0.61%
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VolumeEcho:
The analyst is right—after the halving, it really does take time for the market to shake things out, but the back-and-forth volatility and basing during August and September is also pretty exhausting. I’ll wait for the October signal before I make a move, so I don’t get picked off again and again.
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Trump Threatens Canada With Tariffs; 897 Wildfires Trigger Cross-Border Haze
Local time on July 17, U.S. President Trump said the United States will impose additional tariffs on Canada in response to disputes over Canada’s management of forest resources. Trump also said Canada needs to better protect forests and prevent wildfire smoke from affecting U.S. air quality.
In recent days, British Columbia in Canada has already seen more than 120 wildfires, and the number of wildfires nationwide has reached 897. Wildfires burning continuously have produced large amounts of smoke that spread, leading
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HotWalletHater:
Canada’s forest management really should be strengthened, but using tariff threats against neighbors to solve cross-border haze is like using a hammer to fix a watch—brutal and absurd.
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Chip stocks plunge as Moonshot AI funding rumors spark market jitters
Chip stocks have recently seen a notable pullback. The Philadelphia Semiconductor Index fell by about 1.63%, and major AI chip leaders including Nvidia, AMD, and TSMC were generally under pressure. On the one hand, the market is digesting prior gains; on the other, it is watching whether AI capital expenditures will see any marginal changes.

Meanwhile, according to reports, Moonshot AI is advancing a new round of financing with a target size of about $1 billion. Some sources say that compared with OpenAI and Anthropic, the
NVDA-0.83%
TSM-2.86%
AMD-3.29%
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FiboTailor:
烧钱换故事的时代又回来了?🔍
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SpaceX shares drop for a sixth straight day, down about 6%; Starship’s seventh test flight is scheduled for July 20—what is the market worried about?
SpaceX (SPX) stock fell by about 6% on Friday and dropped for two consecutive trading days, with market sentiment weighed down by Starship test-flight progress and valuation pressure. At the same time, the company announced that the window for Starship’s seventh test flight will open on July 20, with a new round of testing missions about to get underway.
This test flight remains highly watched, because Starship not only relates to SpaceX’s next-g
SPCX-2.71%
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MemeGeographer:
The market has shifted from hype about Mars stories to focusing on actual launch frequency and cost control. This round of adjustments is quite healthy, but the short-term volatility really makes people anxious.
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SpaceX stock falls for the sixth day in a row, Starship’s seventh test flight is scheduled for July 20—what is the market worried about?
SpaceX (SPX) stock fell about 6% on Friday and moved lower for two straight trading days, with market sentiment affected by updates on the Starship test flight and valuation pressure. At the same time, the company said the Starship seventh test flight window will open on July 20, with a new round of test missions about to begin.
This test flight remains highly watched because Starship not only relates to SpaceX’s next-generation launch capability, but also di
SPCX-2.43%
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ILSurvivor:
A 6% drop in the stock price is just short-term fluctuation; the real key to determining the direction is Starship’s test flight—watch and wait.
AI investment enters a return-verification phase
Over the past few years, tech giants have continued to ramp up investment in AI, with rapidly rising costs for computing power, models, data centers, and talent. Now, the market’s focus is shifting: from “who is investing more” to “who can first turn it into commercial returns.”
Major players such as Google, Microsoft, and Amazon have gradually disclosed AI-related progress. AI business is no longer only seen as a future growth story; it now needs to progressively prove its ability to convert into revenue. The market has started to re-evaluate A
MSFT0.06%
GOOGL0.62%
AMZN-0.64%
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StableArb:
From an investment logic perspective, in the early stage valuations are inflated based on expectations, while later it comes down to profit margins and cash flow. Only companies that can survive the validation period are the real industry leaders, and chasing at this point carries significant risk for retail investors.
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US stocks: Semiconductor sector cools off; AI storage leader STX plunges 10% in a single day
On July 17, the US semiconductor sector saw a clear pullback. The Philadelphia Semiconductor Index fell about 4.3%, closing at 11,867.50 points. Among them, AI storage hardware company Seagate Technology (STX) sank 10% in a day, becoming a key focus amid the sector’s decline.
Meanwhile, semiconductor-related stocks such as Western Digital (WDC), Micron Technology (MU), NVIDIA (NVDA), and AMD also fell to varying degrees. Market analysis believes that the AI hardware sector had surged sharply earlier, a
STX-6.75%
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TestnetWhale:
Short-term capital leaving is normal, but AI storage demand isn’t a short-term logic—if it drops, it’s actually an opportunity to build positions in batches.
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Argentina scored a stoppage-time winner against England to advance to the final, with the prediction market giving Spain a 58% chance to win
In the early hours of July 16, the 2026 USA-Canada-Mexico World Cup semifinals delivered a marquee matchup: defending champions Argentina faced England. Argentina once trailed in the match. At the 85th minute, Fernández fired in a stunning long-range strike to level the score. At the 92nd minute, Martínez headed home a stoppage-time winner. In the end, Argentina overturned England 2-1 and reached the World Cup final for the second consecutive edition.
Mea
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2026 World Cup Winner
Spain
Yes
New Zealand
No
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AShareRonin:
Market predictions are always just for reference; football is round, and Argentina’s chance to defend their title is considerable.
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US CPI cools, but oil prices rise—fresh uncertainties emerge on the Fed’s rate-cut path
US June CPI fell to 3.5% year over year, below market expectations, hitting the lowest level since April 2020. The cooling inflation data initially reinforced market expectations for Fed rate cuts, but a recent rise in energy prices has brought new uncertainty.
Analysts say an oil price rebound could push up overall inflation pressure, especially as CPI has already recorded a month-over-month increase. As energy prices continue to move higher, the Fed may become more cautious and avoid signaling easing too
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RugCheckSkeptic:
As oil prices rise, rate cuts are again up in the air, and the market still has to keep waiting.
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Market research firm IDC updated its AI coding industry research report on July 16, fully disclosing the domestic track’s market size and competitive landscape. In 2025, the overall size of the domestic AI code market was 390 million yuan, with rapid industry growth. It is forecast that by the end of 2026, the overall market size will reach 1.17B yuan, enabling a threefold expansion.

In terms of competition, Alibaba has a clear advantage. Its self-developed AI coding product Qoder holds 47.6% of the market share. With just one company’s share, it exceeds the total market shares of the indust
BABA0.37%
BABA-1.64%
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South Korea revises the Property Act; by 2027, cryptocurrencies will be officially classified as part of national assets
The Ministry of Planning and Finance of Korea disclosed that the country will revise the National Property Act issued in 1950, incorporating virtual currencies and intellectual property rights into the definition of national assets. This bill amendment is scheduled to take effect on February 4, 2027.
The new rules will recognize that blockchain ledgers, in capital markets and related laws on electronic transactions, have the effect of securities registration. Supporting impl
BTC0.61%
ETH0.87%
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US CPI comes in below expectations, Bitcoin rebounds to $64,000, and the market re-prices the rate-cut window

US June CPI year-over-year fell to 3.5%, the lowest level since April 2020, with the data coming in below market expectations. On the back of cooling inflation, rate-cut expectations for the Federal Reserve heated up again; Bitcoin saw a short-term rebound and broke above the $64,000 level.

With inflation data continuing to trend downward, it gives the Fed more room for subsequent rate cuts. The market’s current focus has shifted from “whether to cut rates” to “when to cut and how
BTC0.61%
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AirdropArchaeologist:
The CPI has come down, and rate-cut expectations are picking up again—BTC’s reaction speed is impressive.
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BlackRock AUM surpasses $15.3 trillion, institutionalization of crypto assets goes further
Recently, the asset size of the Bitcoin ETF funds under BlackRock reached $15.3 trillion, and it has submitted a fund registration application to the U.S. Securities and Exchange Commission. This development indicates that the world’s largest asset manager is continuing to increase its allocation to crypto assets.
Previously, BlackRock had already filed two fund registration documents, covering the comprehensive crypto market and the Bitcoin ecosystem investment direction, respectively. As traditional fi
BTC0.61%
ETH0.87%
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ProtocolPaladin:
15.3 trillion dollars—TradFi’s giant is finally turning around for real; going forward, BTC volatility may be bought up by institutions and turned into something like a bond.
Oil prices jump nearly 9% in a single day as Fed rate-cut expectations shift
Driven by ongoing tensions in the Middle East, international oil prices saw a clear rebound. In intraday trading, the price of New York crude oil futures briefly topped $79.79 per barrel, with the single-day gain coming close to 9%.

Meanwhile, the market is re-pricing expectations for Fed rate cuts. Analysts believe that the rise in oil prices could worsen inflation pressure, thereby affecting the Fed’s subsequent pace of rate cuts. If inflation data rebounds again, the Fed’s room to cut rates may be squeezed, and t
XTIUSD-1.96%
XBRUSD-1.47%
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PixelMiningLamp:
Oil prices surged, rate-cut expectations flipped instantly, and the market is always in a fight.
Maji big brother added more ETH again, and the investment return rate has already exceeded 100%
正文
Odaily Planet Daily cited Hyperbot data, showing that as ETH’s price rebounded, Maji big brother’s related holdings were further increased. The latest data shows that he has cumulatively added to 10k ETH, and based on the current price, the holding value is about $19 million.
After this round of adding, Maji big brother’s related ETH investment return rate has exceeded 100%. It is worth noting that crypto asset prices fluctuate significantly, and changes in large holdings can also easily draw mar
ETH0.87%
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Miner'sOldKeyboard:
Follow the smart money, but they can withstand volatility; if I follow, I might get washed out first.
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On-chain whales are betting on France to win the championship! A single bet of $58,421.18 to set up a wager on the World Cup title
ChainCatcher’s Catcher Predict on-chain monitoring data shows that the prediction platform Polymarket has seen large fund movements.
One whale user, in a World Cup winner prediction market, made a one-time investment of $58,421.18 to bet on France to win the title; based on the current traded price, France’s win probability in the market is 39.07%.
#Polymarket #链上预测市场 #世界杯
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2026 World Cup Winner
Spain
Yes
New Zealand
No
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SheepOnTheFarSideOfJupiter:
The French lineup is indeed impressive, but there have been plenty of upsets in cup competitions—are Polymarket’s odds rational?
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ETH breaks above 1,800 USDT in the short term, with a peak touch of 1,800.6 USDT; the 24-hour increase is 1.17%. $ETH
ETH0.97%
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AI storage sector plunges collectively! SanDisk drops more than 12% in a single day—will the storage cycle be near its peak?

US stock storage chip stocks fell across the board. SanDisk (SNDK) sank 12.63%, closing at $1,673.97. Single-day trading volume reached $23.32B; the turnover ranked third on US equities, and it was the second-largest decliner by percentage among S&P 500 and Nasdaq 100 stocks.
Other memory manufacturers also slid in sync: Micron Technology fell 4.32%, SK Hynix ADR dropped 9.32%, and Seagate and Western Digital both fell by more than 4.5%.
It is worth noting that SanDisk
SNDK-10.96%
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ReflectiveKey:
AI training demand for HBM is still ramping up; this time it feels more like an emotion-driven dump—wait for the Q2 earnings report to confirm.
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