贯彻落实原则：不要做喜欢抄底的人宁可错过上升中的 local bottom，也别买在下山路上的半山腰啊Yuyue (@yuyue_chris):存储这个走势，按年糕 @fffffiyes_yu 的话来讲，名字一藏跟主跌浪的 BTC 有啥区别说实话我赌海力士主要原因是期待 7/10 ADR 上市能再带动一波存储的情绪，但现在这个走势已经完全脱离原本吃一波情绪就跑的计划了 https://t.co/bLHNjwUiA7 ...

暂时不会抄底，因为还没看见底…今晚跌成这样明天韩股恐怕也不会好，三星的 “只是不够好” 的坏消息继续压垮了本就拥挤的市场，接飞刀非常危险，所有 AI 相关板块现在都是泥沙俱下，我个人风格比较右侧，现在的盘面很显然稳不住，一切买入决策都得谨慎再谨慎Yuyue (@yuyue_chris):三星电子财报的问题和之前很多财报的情况一样，就是预期打得实在太满了。那么只要不是像美光一样超过预期的预期，就有一定风险带崩市场。等下八点密切关注韩国人那边的情况，相关的有 $EWY $DRAM 和杠杆 ETF $KORU 、美股的存储 $MU 等等夜盘目前看都有所微跌，韩股那边也已经开始竞价 ...

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00:00 Bloomberg Surveillance starts 02:48 AI Trade, Samsung Earnings & Memory Stocks — Julian Emanuel, Evercore 18:32 Geopolitics, Defense Stocks & Market Risks — Julian Emanuel, Evercore 32:13 AI Memory, Samsung & HBM Demand — Matt Bryson, Wedbush 40:27 AI Profits, ROI & Marke ...

Ladies and gentlemen, Nvidia's RTX Spark laptops. As I mentioned earlier, that compute pattern called the agent, it's going to run in AI clouds. It's going to run inside enterprises. It is also going to run on your PC. What's going to happen to that PC when it has an autonomous agent.You could talk to it. It could look at you. You could ask it to read files, go help you do some research.It understands computer vision. It can generate video. It can generate sounds.It is the modern extension, the intelligence ...

Circle reclaims the crown. 👑$CRCL topped the tokenized stock leaderboard with $32M in weekly DEX volume, narrowly ahead of Micron ($30M), whose flow ran almost entirely through Ondo.Last week's chart-topper SpaceX cooled fast: $35M → $13M, sliding to #4 behind Tesla ($14M). NVIDIA ($12M) and Strategy ($11M) follow, with Marvell and Google closing out the top 8.The debut hype is fading, yet crypto-native names such as Circle and Strategy, together with the semiconductor trade, keep printing week after week. ...

Our top story today. The AI trade revival on Wall Street proves to be short lived as tech stocks in Asia under renewed selling pressure. Investors in the region increasingly rotating out of tech and into other sectors as they reassess the outlook.Chip giant Samsung failed to impress investors even after its preliminary results showed a 19 fold surge in quarterly profit. The sell off suggests that investors already priced in the solid earnings and are focused on the longer term memory cycle trajectory. Let's ...

🇨🇳 JUST IN: China’s DeepSeek is developing its own AI chip, per Reuters. https://t.co/pIi1g6XabT ...

Julian Emanuel of Evercore maintaining a $77.50% S and P year end price target, writing stocks have become more volatile as the wall of worry is large around AI adoption, spend regulation, profits, sustainability, and capital raise. Julian, join us now for more. Julian, good morning. Good morning.We often say on this program, you can learn something about the data, and you can learn something from how the market responds to the data. This morning, numbers from Samsung, fantastic. Record quarterly profits.St ...

ICYMI: Check out these brand-new trade setups for SpaceX stocks.Also this week, pay close attention to SK Hynix - an AI stock that has already climbed 236% so far in 2026.@Bybit_Learn explains why you need to watch these stocks 👇🏽https://t.co/C5Bqbdb3Wd ...

This is Guru Focus first look, your morning market brief for Tuesday, July 7. Here are the stories driving markets today. Microsoft announced plans to lay off 4,800 employees with about 2/3 of the cuts impacting its Xbox division.The company will also divest five studios as it seeks to streamline gaming operations and control costs. This restructuring is part of a broader effort by Microsoft to optimize its gaming business amid shifting industry dynamics. Turning now to global markets, futures for the NASDA ...