Analysis

Google’s earnings were impressive enough, but why isn’t Wall Street buying it?

Author: Azuma (@azuma_eth) On the morning of July 22, Beijing time, Google parent company Alphabet released its Q2 2026 earnings report after the ...
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Investment guru Bill Ackman: Sold Alphabet, increased stake in Microsoft, betting on AI infrastructure

Guest: Bill Ackman, CEO and Founder of Pershing Square Capital Management Host: Nicole Lapin, Money Rehab Podcast Source: Money News Network Origin...
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GSR Head of Asset Management: To judge whether this rebound is real, just watch one number on Aave

Guest: Andy Baehr, Managing Director of Asset Management at GSR Host: Steve Erlic, Head of Research at Sharplink Podcast Source: Bits & Bips (a...
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U.S.-Iran Conflict Disrupts Oil Flow, Core Issues Emerge in Stock Markets: Will the Energy Shock End the Risk Asset Rally?

In July 2026, as US-Iran military conflict escalated again, vessel traffic through the Strait of Hormuz dropped significantly, while the Red Sea ro...
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300+ Projects Gearing Up: A Comprehensive Look at Circle’s Native L1 Chain Arc Ecosystem

Arc, the native public chain for Circle’s stablecoin, is currently still in the public testnet phase, with the official mainnet beta launch w...
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Unlocking $100 Million in Liquidity? Pump.fun’s New Policy Tests a 5-Minute Price Pump Strategy

On July 21, Pump.fun officially announced the launch of BOOST mode, setting it as the standard default launch mechanism for new tokens. Following t...
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ASML ramps up production, TSMC doubles down: Why does the market still find the “second wave” of AI chips insufficient?

The financial reports subsequently released by ASML and TSMC both showed fundamentally solid performance, yet failed to fully meet the high expecta...
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SpaceX Faces Epic Stock Unlock: $116 Billion in Shares Become Liquid on August 6

Original source: Wall Street CN The first lockup expiration following the largest IPO in history is approaching, and the market is assessing its po...
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When ETH Delves into the Balance Sheet: The Next Stage of Staking’s Historical Positioning, Where Is It Headed?

As of July 22, there are still approximately 2.5 million ETH in the Ethereum staking entry queue, with an estimated waiting time exceeding 43 days....
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MLCC has also entered the “long-term agreement era”: Samsung Electro-Mechanics signed a $200 million long-term supply agreement with a tech giant, securing supply for 2027

Original source: Wall Street Insights Samsung Electro-Mechanics is shifting its AI server MLCC business toward a “long-term contract” t...
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