Today's AI and US stock market highlights: 1. MU and QCOM skyrocketed 15%! Micron's earnings report crushed expectations, with profits surging 15x year-over-year. 2. Memory supercycle confirmed! Photonics is next. MRVL, COHR, LITE, AAOI, and NOK are up 2-7%. 3. SK Hynix soared 11%! Just announced a new factory yesterday, and today it's dual-listing on Nasdaq, aiming to raise $29.4 billion. Trading starts July 10 under the ticker SKHY. 4. Bitcoin bottoming at $42K? Crypto prophet Jiang Zhuoer predicts this bear market might bottom out between October and December, with BTC prices hitting $42-44K. 5. Anthropic being dramatic! Claiming Alibaba's Tongyi Qianwen AI is aggressively distilling their models. They’re saying the U.S. can't let China lead in AI and have taken it all the way to the White House.