The conflict between the United States and Iran has reached a critical moment, facing the choice of a ceasefire or a full-scale war.

The MSX Research Institute - US Stocks RWA Daily Observation is a signature daily report produced by the leading RWA trading platform, MSX. Leveraging strong macro research capabilities, we capture the core pulse of global traditional US stocks, liquidity changes, and the RWA tokenization market, assisting you in proactively positioning quality assets. Today's observation: AI cloud service provider IREN jumped over 9% before the market opened on Monday, at one point surging 20% during trading hours, with a market capitalization surpassing $12 billion. The catalyst is a new multi-year AI cloud service contract worth $2.8 billion, with clients including Perpl...

The logic of DeepSeek 1.0 is "efficiency replaces scale," while the logic of K3 is "efficiency releases demand." These two narratives have completely opposite effects on chip stocks. This is also

SemiAnalysis's research indicates that HBM is not only not oversupplied, but may in fact become even more scarce. Moreover, if AI applications become widely adopted due to decreased costs, computing power

The semiconductor industry has bid farewell to a comprehensive upward trend, and the differentiation within the sector continues to intensify.

Former New York Governor Andrew M. Cuomo officially joins the board of OKX.

TL;DRS3 data shows that the short ratio in the US stock market has risen to record levels, and the reduction in tech stocks is also increasing. This resembles high-level hedging but does not mean that the bull market has reversed; the realization of earnings will determine the direction of volatility. Related assets: SPX, NDX, XLK, SMH, NVDA, Mag 7. While the S&P 500 continues to operate at high levels, the short ratio in the US stock market and the reduction of technology stock holdings by hedge funds are both rising, prompting the market to reassess the safe margin of AI trading. This set of signals is making investors nervous because it is contrary to the main storyline of the past two years. The AI narrative has pushed the index upward, while institutions are...

Extreme fear in the market hides opportunities for rising, providing everyone with key support and resistance, precise entry points for buying, and stop-loss targets. Manage risk well and avoid blindly over-investing.

If the pace of retreat does not slow down before Alphabet's earnings report, even if the earnings numbers are not bad, the market may continue the pricing method of "good news fully priced in."

Recent reader questions answered. If you have any questions, you can leave a message, and they will be compiled and answered collectively next time.

The earnings report week for US stocks has arrived again, with the market paying attention to the performance of corporate earnings reports.

Original author: Li Jia Original source: Wall Street Voice The three major global memory chip manufacturers have fully halted their independent research and development plans for CXL (Compute Express Link) controllers, opting instead to procure products from specialized chip design companies. This collective shift reflects the core contradiction in the memory industry: the aggressive promotion of self-developed chips may erode its most important revenue source—the general DRAM module market. On July 20, according to a report by South Korean technology media ZDNet Korea, Samsung Electronics, SK Hynix, and Micron Technology have all scaled back or abandoned their CXL expansion device controllers...

Traders generally view Bitcoin at 65,000-66,000 dollars as a key resistance level, and 63,500-62,500 dollars as a support level. US stock index futures stabilized, with Nasdaq futures and the storage sector slightly rebounding. SpaceX rose 1.42% in the night session, and Morgan Stanley set a benchmark target price of 300 dollars for SpaceX. On the other hand, Circle is facing dual pressures from executive sell-offs and rating downgrades, slightly dropping 0.3% last Friday. Japanese stocks were closed, AI leverage unwinding severely impacted South Korean stocks, while the semiconductor sector in A-shares focused on the listing expectations of Changxin Technology. China Software International surged 37% due to its collaboration with "Dark Side of the Moon" (Kimi).