The script for the US stock market on July 16th 1/PYPL (PayPal) welcomes a shocking merger? Today's biggest nuclear bomb: The Stripe consortium has proposed to swallow up PayPal at a valuation of $53 billion (approximately $60.5 per share). This is a premium of nearly 30%! If this stunning acquisition by the Web2 payment giant can succeed, the landscape of fiat currency deposits and encrypted payments will definitely undergo a major reshuffle in the future. The brother holding PYPL is probably going to open champagne today. TSM is the true father of computing power Don't just focus on the AI leader on the front desk. TSMC just submitted its report today, with Q2 revenue skyrocketing by 36% (over 39 billion US dollars), selling like hotcakes. Even more exaggerated is that the White House has just announced that TSMC has added another $100 billion investment in building factories in the United States, bringing the total amount to a crazy $265 billion. As long as big companies are still focusing on AI, the money from "selling shovels" will make him make a lot of money. 3/Macro: Funds are quietly "cutting high and low" The latest CPI data completely eliminates the possibility of a rate hike in July. The current market is very interesting: some chip stocks that were previously hyped up (such as Micron and Western Digital) were under pressure and pulled back before trading, but large funds did not leave, but instead rushed towards low-lying sectors such as Wall Street's old money (such as JPMorgan Chase) that had just hit record profits. Summary: The stage of buying semiconductors with closed eyes has passed, and the market is starting to be picky about performance. In addition to the unexpected incident of Stripe acquiring PayPal, the upcoming financial game will be very exciting.