Tags:AI

SemiAnalysis: Not Bearish on Nvidia; The ‘AI Central Bank’ Could Move a $7 Trillion Debt Snowball

Original Source: Wall Street News On July 6th, renowned semiconductor research firm SemiAnalysis posted six consecutive tweets on X platform, revea...
Analysis

Tiger Research: Move RWA Tokenization Overseas First

Core Takeaways Cross-border RWA operations demand high precision. Before entering, institutions must be fully prepared across six core areas, cove...
Analysis

Memory price hike expectations have been significantly upgraded, but Morgan Stanley warns: short-term momentum may have peaked

TL;DR Morgan Stanley has raised its 3Q26 memory price forecasts across multiple categories, while warning that near-term momentum in memory stocks...
Analysis

Coin & Stock Barometer | Strategy Sells Over $200M in BTC; Metaplane Makes First Purchase in Ten Weeks; Bitmine Adds Over 42,000 ETH in the Past Week (July 7)

Editor's Note: In last week's 'Crypto-Stock Barometer' article, we mentioned that 'South Korean stocks are facing a short-term correction.' The KOS...
Analysis

MiCA Takes Effect, Tether Exits Europe, Circle Captures Compliance Dividends

Author: Asher (@Asher_0210) Starting this month, USDC has enjoyed a moment of triumph in the European crypto market. With the end of the MiCA tran...
Analysis

From a “Single Foundation” to “Multi-Node Governance”: Is Ethereum Undergoing a Silent Power Restructuring?

On June 22, 2026, five former Ethereum Foundation core researchers announced the establishment of Ethlabs, an independent non-profit research and d...
Analysis

Yield Guild Games (YGG) Cuts Losses: Shuts Down Publishing Platform, Goes All-In on AI Data Economy

On July 6, the official account of Yield Guild Games (YGG) and co-founder Gabby Dizon simultaneously issued a statement announcing the decision to ...
Analysis

When the market has “priced in perfection” in advance, even Samsung Electronics’ strong earnings are not enough.

Original Source: Wall Street CN Samsung Electronics delivered a historic quarterly report with a 19-fold surge in profit, only to see its stock pri...
Analysis

From AI Beta to Profit Realization: How to Find the Next Profitable Moves in Q3 U.S. Stocks?

In the past Q2, the market’s pricing of geopolitical shocks became temporarily desensitized. Combined with a recovery in AI infrastructure st...
Analysis

EU MiCA Officially Takes Effect: A Guide to the CASP Authorization System and Compliance Landscape of Major Trading Platforms

As of July 1st this year, the CASP transitional period under the MiCA regulation has officially ended. This means that, in principle, any crypto-as...
Analysis
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