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On July 27, ASML and Besi Semiconductor, listed in Amsterdam, automatically halted trading after falling by 8% to 8.7%.

[ASML and Besi Semiconductor Automatically Halt Trading After Drop of 8% to 8.7%]On July 27, ASML and Besi Semiconductor, listed in Amsterdam, automatically halted trading after falling by 8% to 8.7%.

ASML and Besi Semiconductor Automatically Halt Trading After Drop of 8% to 8.7%

On July 27, CNBC reported that OpenAI founder Sam Altman will meet with senior officials, lawmakers, and economists from the Trump administration in Washington, D.C. this week to preview the capabilities of a series of upcoming artificial intelligence models. Sources indicate that in addition to showcasing OpenAI's soon-to-be-released products, Altman is expected to address policymakers' questions regarding cybersecurity and the company's stance on open-weight models. Altman is also likely to discuss an 'unprecedented cybersecurity incident' disclosed by OpenAI earlier this month, which has caused a stir among researchers and executives across the tech industry.

[Sam Altman to Meet Trump Administration Officials This Week to Preview New AI Models]On July 27, CNBC reported that OpenAI founder Sam Altman will meet with senior officials, lawmakers, and economists from the Trump administration in Washington, D.C. this week to preview the capabilities of a series of upcoming artificial intelligence models. Sources indicate that in addition to showcasing OpenAI's soon-to-be-released products, Altman is expected to address policymakers' questions regarding cybersecurity and the company's stance on open-weight models. Altman is also likely to discuss an 'unprecedented cybersecurity incident' disclosed by OpenAI earlier this month, which has caused a stir among researchers and executives across the tech industry.

Sam Altman to Meet Trump Administration Officials This Week to Preview New AI Models

On July 27, Amazon submitted an application to the Federal Communications Commission (FCC) to launch a low Earth orbit satellite constellation consisting of 5,105 satellites by 2028, aimed at providing Direct-to-Device mobile communication services. This plan will further expand Amazon's satellite internet project and directly challenge SpaceX's Starlink, which currently leads the global satellite communication sector. Amazon aims to offer satellite mobile connectivity services without the need for additional hardware through a large-scale low Earth orbit satellite network, potentially extending coverage to remote areas, maritime regions, and areas difficult to reach with traditional communication networks. Currently, SpaceX is advancing the commercialization of satellite internet through Starlink and exploring direct satellite services for mobile phones. Amazon's expansion indicates an escalation in competition within the global satellite communication market.

[Amazon Expands Satellite Internet Plans, Aiming to Deploy 5,105 Satellites by 2028 to Challenge SpaceX's Starlink]On July 27, Amazon submitted an application to the Federal Communications Commission (FCC) to launch a low Earth orbit satellite constellation consisting of 5,105 satellites by 2028, aimed at providing Direct-to-Device mobile communication services. This plan will further expand Amazon's satellite internet project and directly challenge SpaceX's Starlink, which currently leads the global satellite communication sector. Amazon aims to offer satellite mobile connectivity services without the need for additional hardware through a large-scale low Earth orbit satellite network, potentially extending coverage to remote areas, maritime regions, and areas difficult to reach with traditional communication networks. Currently, SpaceX is advancing the commercialization of satellite internet through Starlink and exploring direct satellite services for mobile phones. Amazon's expansion indicates an escalation in competition within the global satellite communication market.

Amazon Expands Satellite Internet Plans, Aiming to Deploy 5,105 Satellites by 2028 to Challenge SpaceX's Starlink

On July 27, NVIDIA's stock price fell by 4%, closing at $198.680 per share, with a total market capitalization of $4.81 trillion.

[NVIDIA Stock Price Drops 4%]On July 27, NVIDIA's stock price fell by 4%, closing at $198.680 per share, with a total market capitalization of $4.81 trillion.

NVIDIA Stock Price Drops 4%

On July 27, Goldman Sachs data revealed that the stock allocation for U.S. households, pension funds, insurance institutions, and investment funds has approached 65%, marking a historic high. This represents an increase of approximately 31 percentage points from the low following the 2008 financial crisis and surpasses the peak during the dot-com bubble. Similarly, stock allocations for comparable investors in G10 countries have risen to about 57%, exceeding previous cycle highs by approximately 12 percentage points. This indicates a significant deepening of global residents' and institutions' reliance on the stock market. High allocations can enhance the wealth effect during upward phases but also imply that household consumption and institutional balance sheets are more sensitive to market pullbacks, potentially narrowing the space for incremental buying. However, reaching a new high in allocations is not in itself a signal of a market peak; it still requires consideration of valuations, earnings, and capital flows for a comprehensive assessment.

[Stock Market 'Ammunition' Nearing Limits? Goldman Sachs Reports Record High Stock Allocations for U.S. Households and Institutions]On July 27, Goldman Sachs data revealed that the stock allocation for U.S. households, pension funds, insurance institutions, and investment funds has approached 65%, marking a historic high. This represents an increase of approximately 31 percentage points from the low following the 2008 financial crisis and surpasses the peak during the dot-com bubble. Similarly, stock allocations for comparable investors in G10 countries have risen to about 57%, exceeding previous cycle highs by approximately 12 percentage points. This indicates a significant deepening of global residents' and institutions' reliance on the stock market. High allocations can enhance the wealth effect during upward phases but also imply that household consumption and institutional balance sheets are more sensitive to market pullbacks, potentially narrowing the space for incremental buying. However, reaching a new high in allocations is not in itself a signal of a market peak; it still requires consideration of valuations, earnings, and capital flows for a comprehensive assessment.

Stock Market 'Ammunition' Nearing Limits? Goldman Sachs Reports Record High Stock Allocations for U.S. Households and Institutions

On July 27, according to BIT (bit.com) market data, Micron Technology (MU.O) saw its stock price drop over 4%, closing at $881 per share, with a total market value of $994 billion.

[Micron Technology's Market Value Falls Below $1 Trillion, Drops Over 4% Today]On July 27, according to BIT (bit.com) market data, Micron Technology (MU.O) saw its stock price drop over 4%, closing at $881 per share, with a total market value of $994 billion.

Micron Technology's Market Value Falls Below $1 Trillion, Drops Over 4% Today

On July 27, Yili Hua, founder of Liquid Capital (formerly LD Capital), stated, "The BTC resistance remains around $67,500, and only a strong breakthrough can initiate a sustained rebound. Regardless, I maintain my previous viewpoint of gradually bottom fishing in July and August while waiting for a new bull market cycle. Analyzing the market within a fluctuating range and assessing bottom prices in that range are not particularly meaningful. In our research report on AI-related US stocks, we analyzed the computing power company AGPU, which announced a new contract worth $1.5 billion last night, bringing its total contracts to over $3 billion, with the potential to complete $10 billion in total contracts this year. The key point is that AGPU's financing method is not through ATM equity, ensuring the interests of investors. These contracts will soon reflect in the upcoming financial reports."

[Yili Hua: Bitcoin Resistance at $67,500, Advocates Gradual Bottom Fishing in July and August]On July 27, Yili Hua, founder of Liquid Capital (formerly LD Capital), stated, "The BTC resistance remains around $67,500, and only a strong breakthrough can initiate a sustained rebound. Regardless, I maintain my previous viewpoint of gradually bottom fishing in July and August while waiting for a new bull market cycle. Analyzing the market within a fluctuating range and assessing bottom prices in that range are not particularly meaningful. In our research report on AI-related US stocks, we analyzed the computing power company AGPU, which announced a new contract worth $1.5 billion last night, bringing its total contracts to over $3 billion, with the potential to complete $10 billion in total contracts this year. The key point is that AGPU's financing method is not through ATM equity, ensuring the interests of investors. These contracts will soon reflect in the upcoming financial reports."

Yili Hua: Bitcoin Resistance at $67,500, Advocates Gradual Bottom Fishing in July and August

On July 27, The Information reported, citing informed sources, that a company supported by Chinese state capital has begun mass production of its self-developed DUV (Deep Ultraviolet) lithography manufacturing equipment. This marks a significant advancement in China's semiconductor industry's push for domestic substitution. The company plans to produce about five DUV lithography machines by 2026 and expand to approximately 20 machines by 2027. Although there is still a gap compared to the production capacity of Dutch lithography giant ASML (which delivered 131 immersion DUV lithography systems last year), the breakthrough in mass production of domestic DUV equipment signifies further progress towards a self-controlled chip manufacturing supply chain in China. Sources indicate that this batch of domestic DUV lithography machines is planned for delivery to major Chinese chip manufacturers, including SMIC, Hua Hong Semiconductor, and memory chip maker Changxin Memory. As a representative enterprise of China's DRAM industry, Changxin Memory is expected to become an important application partner for domestically produced advanced semiconductor manufacturing equipment. If the domestic DUV equipment can achieve stable operation in the production lines of companies like Changxin Memory, it will further reduce the dependence of China's memory chip industry on overseas critical equipment.

[China's Indigenous DUV Lithography Machines Begin Mass Production, Changxin Memory May Be Among First Customers]On July 27, The Information reported, citing informed sources, that a company supported by Chinese state capital has begun mass production of its self-developed DUV (Deep Ultraviolet) lithography manufacturing equipment. This marks a significant advancement in China's semiconductor industry's push for domestic substitution. The company plans to produce about five DUV lithography machines by 2026 and expand to approximately 20 machines by 2027. Although there is still a gap compared to the production capacity of Dutch lithography giant ASML (which delivered 131 immersion DUV lithography systems last year), the breakthrough in mass production of domestic DUV equipment signifies further progress towards a self-controlled chip manufacturing supply chain in China. Sources indicate that this batch of domestic DUV lithography machines is planned for delivery to major Chinese chip manufacturers, including SMIC, Hua Hong Semiconductor, and memory chip maker Changxin Memory. As a representative enterprise of China's DRAM industry, Changxin Memory is expected to become an important application partner for domestically produced advanced semiconductor manufacturing equipment. If the domestic DUV equipment can achieve stable operation in the production lines of companies like Changxin Memory, it will further reduce the dependence of China's memory chip industry on overseas critical equipment.

China's Indigenous DUV Lithography Machines Begin Mass Production, Changxin Memory May Be Among First Customers

On July 27, according to market data from BIT (bit.com), SpaceX (SPCX.O) stock has reached a new low since its IPO, currently down approximately 4%, priced at $110.3.

[SpaceX Stock Hits New Low Since IPO, Down Approximately 4%]On July 27, according to market data from BIT (bit.com), SpaceX (SPCX.O) stock has reached a new low since its IPO, currently down approximately 4%, priced at $110.3.

SpaceX Stock Hits New Low Since IPO, Down Approximately 4%

According to Coindesk, almost two years after first announcing the planned acquisition of a natural gas power plant in the state of New York, bitcoin mining firm Digihost (DGHI) said it has completed the purchase. The Toronto-based firm was able to pay for the plant with cash, so avoided taking on debt or diluting existing shareholders' equity, CEO Michel Amar said in a Wednesday press release. The plant is capable of generating 60 MW, bringing the firm's energy capacity to 100 MW, or about 2 exahash/second (EH/s) of mining computing power.

Detail

【Bitcoin miner digihost completes controversial power plant acquisition】According to Coindesk, almost two years after first announcing the planned acquisition of a natural gas power plant in the state of New York, bitcoin mining firm Digihost (DGHI) said it has completed the purchase. The Toronto-based firm was able to pay for the plant with cash, so avoided taking on debt or diluting existing shareholders' equity, CEO Michel Amar said in a Wednesday press release. The plant is capable of generating 60 MW, bringing the firm's energy capacity to 100 MW, or about 2 exahash/second (EH/s) of mining computing power.

Bitcoin miner digihost completes controversial power plant acquisition

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BUILDon loses 15% as Futures activity cools down — Another decline incoming?

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Bitcoin miner digihost completes controversial power plant acquisition

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