Don't focus solely on a tech stock rebound when US stocks open tonight.
Technology and semiconductor stocks have already experienced significant declines in the past two days. In this environment, the most dangerous approach is to assume a rebound is inevitable just because prices have fallen sharply.
Technology stocks are currently facing not just individual stock negative news, but a sector-wide repricing.
The market is worried about excessive AI capital expenditure, overvaluation, and the continued volatility amplified by Microsoft and Meta earnings reports. Even if NVDA, AMD, MU, and AVGO rebound at the open, it may just be a correction after overselling, not a sign of funds returning to the main tech sector.
Therefore, the focus tonight shouldn't be on guessing which tech stock will rebound the strongest, but rather on finding stocks with confirmed earnings, confirmed funding, and independent growth drivers.
First, look at BE (Better-than-Expected).
The core of BE is better-than-expected earnings and full-year guidance, coupled with the demand for electricity from AI data centers. After the tech stock crash, funds may no longer chase the most crowded chip sector, but instead shift to the more certain power sector within the AI industry chain.
Second, look at TER (Electronic Technology).
While TER also belongs to the semiconductor sector, it trades not on storage prices and capacity competition, but rather on AI chip testing demand, orders, and profit realization. Its significant after-hours rise following its earnings report indicates it currently possesses catalysts independent of the broader tech sector.
Thirdly, watch STX.
STX's earnings exceeded expectations, and demand for large-capacity storage in the cloud and AI sectors remains. However, it's still at the center of the storage sector's plunge, so the focus shouldn't be on chasing highs, but rather on whether it can withstand sector pressure and stage a strong recovery.
If tech stocks continue to fall tonight, then watch ABBV, KO, and LLY.
ABBV is for defense and stable cash flow.
KO is for consumer staples to see capital support.
LLY is for the growth potential and safe-haven attributes of the healthcare sector.
The core strategy tonight is not to buy the dip in tech stocks, nor to bet on an immediate reversal in NVDA, AMD, or MU.
The rebound in tech stocks should be considered a correction, not the start of a new upward trend.
What truly deserves attention are stocks like BE, TER, and STX, which have earnings catalysts, as well as defensive stocks like ABBV, KO, and LLY, which may attract safe-haven funds.
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Wu Blockchain
07-24 11:25
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Binance Adds Across Protocol (ACX), Lisk (LSK), and Stacks (STX) to its Monitoring List
Binance has added Across Protocol (ACX), Lisk (LSK), and Stacks (STX) to its monitoring list, indicating that these tokens are highly volatile and risky, and may no longer meet the exchange's listing standards. Tagged projects will be subject to regular review and may eventually be delisted.
Source:
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Binance
07-24 11:11
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Binance will expand its monitoring tags to ACX, LSK, and STX on July 24, 2026.
Learn more 👉
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CoinMarketCap
07-23 21:09
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CMC Asset Watch: Crude Oil Prices and Interest Rates Linked Again
WTI crude oil prices rose 11.8% and Brent crude oil prices rose 14.1% due to news of shipping disruptions near the Strait of Hormuz. Gold, silver, and copper prices also joined the rally, pushing the 10-year Treasury yield back up to 4.66%, near the upper limit of its 2026 maturity range.
Gold and silver prices rose along with crude oil prices, copper prices followed suit, corn prices hit new highs, and XLE also began to rise after its initial surge. Demand for physical assets generally increased.
The 10-year Treasury yield climbed to 4.66%, while the 30-year Treasury yield remained above 5%, marking the longest period of sustained gains since 2007. Inflation risks and term premiums initially drove the market rally, followed by the stock market.
RIOT led the gains with a 16.3% increase, CLSK also rose, while MARA remained largely unchanged. CLSK signed a new 20-year artificial intelligence/high-performance computing lease agreement. Riot announced its data center revenue. MARA's movement still resembles options trading.
As of July 22, the Bitcoin ETF had risen approximately $981 million in seven trading days, but the increase was only 3.0%. The Ethereum ETF rose in six of the seven trading days, accumulating a gain of approximately $264 million, or 3.3%. Buying remained stable, but subsequent gains remained weak.
Alphabet's revenue exceeded expectations, with cloud revenue growing 82% year-over-year, but it raised its 2026 capital expenditure forecast to $195 billion to $205 billion, and free cash flow turned negative. Demand for artificial intelligence is evident. Google's (GOOGL) AI capital expenditure is in focus.
The memory and storage sector rose approximately 5% to 10% this week after rising last week, mainly driven by STX and WDC. SK Hynix and Samsung are testing whether their HBM and DRAM prices can remain strong in 2027.
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Naval
07-23 06:38
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When software was expensive, streamlined, horizontally integrated, and best-practice-oriented software stacks brought substantial profits to various industries.
Now, with software prices lower, the value is flowing to vertically integrated companies that provide personalized, end-to-end experiences.
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Tesla Owners Silicon Valley
07-23 04:17
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Artificial Intelligence and Infrastructure:
• In the first half of 2026, Texas's on-site AI training computing power more than doubled.
• Cortex 2 chips are being progressively applied to vehicles and the Optimus autonomous driving system.
• FSD v14 lite is now being rolled out to AI3 vehicles (US and South Korea).
• Summer software release: Autonomous driving data sharing + expanded Grok functionality.
• The Austin semiconductor manufacturing plant continues to advance.
The practical application of AI technology stacks is developing simultaneously in multiple areas.
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CryptoRank.io
07-20 22:12
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🪶 Introducing the @RobinhoodApp Ecosystem
Robinhood Chain is a Layer-2 blockchain built on the Arbitrum technology stack, designed to bring TradFi on-chain.
📈 Trading:
— @1inch is a decentralized exchange (DEX) aggregator and liquidity protocol based on the Ethereum Virtual Machine (EVM).
— @0xProject is a protocol designed to facilitate low-friction peer-to-peer trading of ERC20 tokens on the Ethereum blockchain.
— @Lighter_xyz is a perpetual contract trading protocol based on Ethereum.
— @arcus_xyz is a decentralized exchange based on Robinhood Chain, offering 24/7 fee-free trading of tokenized stocks and perpetual contracts.
— @cubexch is a hybrid trading platform that integrates TradFi and blockchain technologies.
— @ArrakisFinance is a market-making infrastructure protocol.
🌐 Infrastructure:
— @Alchemy is a Web3 application development platform that allows you to create applications without managing blockchain infrastructure.
— @chainlink is a platform that connects real-world data, government agencies, enterprise systems, and thousands of blockchains into unified applications.
— @BlockdaemonHQ powers the blockchain economy and provides fully managed blockchain nodes for multiple leading protocols.
— @blockaid_ is a Web3 security tool that blocks malicious transactions before they occur, protecting Web3 users from scams, phishing, and hacking.
— @blockscout is a fully functional open-source tool for exploring and verifying blockchains and inspecting transactions on over 600 blockchains.
— @arbitrum is an EVM-compatible optimistic aggregation blockchain platform built on Ethereum.
💼 Wallets:
— @Rabby_io is an open-source, non-managed EVM chain crypto wallet developed by the DeBank team.
— @safe is a smart contract multi-signature wallet.
— @SafePal is a non-custodial cryptocurrency wallet.
— @zerion is a DeFi and NFT wallet for managing crypto assets across multiple blockchains.
— @Ledger provides security and infrastructure solutions for critical digital assets for consumers and institutional investors.
— @turnkeyhq is a platform that provides tools for generating, storing, and using cryptographic keys within applications.
💵 DeFi Yields:
— @ethena is an Ethereum-based blockchain protocol designed to create a decentralized, native crypto stablecoin called USDe.
— @ether_fi is a native liquidity staking protocol.
— @maplefinance provides funding for institutional borrowers through fixed-income opportunities.
— @sparkdotfi is a DeFi platform offering on-chain savings and lending services with transparent interest rates.
— @Morpho is a decentralized P2P lending protocol based on Ethereum and Base L2.
— @LidoFinance is the most popular decentralized liquidity staking solution on the Ethereum Virtual Machine.
🔁 Bridging:
— @LayerZero_Core is a full-chain interoperability protocol.
— @hyperlane is an interoperability layer built for modular blockchain stacks.
— @AcrossProtocol is an interoperability protocol driven by cross-chain intent orders.
— @RelayProtocol is a cross-chain payment system.
— @Polymer_Labs' solutions are designed for developers and enterprises building a variety of Web3 solutions, including DeFi and NFTs.
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Solana
07-11 00:28
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Breaking News: SK Hynix ($SKHY) is now listed on the Solana platform.
This Nasdaq listing raised $28 billion, making it the largest foreign equity offering in US market history. It is available for on-chain trading from the date of listing and can be used by users worldwide.
SK Hynix is at the heart of the AI infrastructure supercycle. Its High Bandwidth Memory (HBM) technology vertically stacks DRAM next to GPUs, providing the bandwidth needed to train and run modern AI models.
SK Hynix is a market leader:
→ Holds 59% of the global HBM market share.
→ Receives 70% of Nvidia's HBM4 allocation.
→ All of its 2026 production capacity is sold out.
Please verify the address on @Tokens:
$SKHY can be used in your preferred Solana applications through the following three issuers:
@Backpack Securities (in partnership with @sunrise), @xStocks, and @OndoFinance.
@tryfomo, @dflow, @Titan_Exchange, @phantom, @JupiterExchange, @Raydium, @solflare, @kamino_swap, @mayan, and more.
Learn more:
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WIZZ🥷 ( beware scammers )
07-02 21:32
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Q2 was the quarter SERV moved from theory to practice. In Q3, it will begin to become the true infrastructure upon which enterprises rely.
Key Q2 milestones:
> Internal beta deployment, applying SERV Reasoning to real-world production environments in areas such as network intelligence, robotics, and AI verification.
> Former Google Partner Relations Head Greg Ivanov joined as an advisor, helping us expand into the enterprise market and scale our global business.
> Neol, using SERV Reasoning, achieved 100% reliability in the UAE government's production environment, reaching the highest standards of software trust.
> Models using SERV technology outperformed Anthropic's flagship product, Fable, at a cost far lower than Fable itself—proving that even small models, enhanced with SERV, can surpass cutting-edge models.
> All major models and technology stacks have been rapidly integrated and reached enterprise-grade application levels: Gemini, Claude, Gemma, GLM, NVIDIA Nemotron, and Fusion.
But Q3 will bring even bigger surprises. We will push SERV to the markets and industries that need it most. Q3 Launches:
> Secured a significant long-term partnership in July – one of the most important cryptocurrency partnerships ever signed by any Web3 company.
> Expanded global banking, financial, and new banking operations in the US, Europe, Singapore, and Africa, gaining the necessary certifications and legal entity support in each market.
> The SERV pilot project in the robotics industry is progressing.
> SERV Reasoning V2 – our biggest upgrade to date, built for the most demanding clients and enterprises. Upgrades include: multi-path reasoning, enabling SERV to handle large and conflicting rulebooks; shadow agents to examine every decision; and new benchmarking tools that allow any company to accurately understand cost savings before switching – all protected by a privacy stack.
> Community-centric initiatives aimed at spreading our ideas through new channels.
> Participated in several major AI and finance events. Negotiated and closed deals with large enterprises, bringing us closer to large-scale adoption.
Q2 demonstrated the technology's effectiveness. In the third quarter, SERV will become the inference layer that enterprises and governments rely on to build applications.
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xAI
07-02 02:24
フォロー
Introducing Voice Agent Builder: a platform for creating human-like voice agents using Grok Voice without writing any code.
Starting today, it's available for just $0.05/minute.
It's designed for carriers and developers who want production-grade voice agents without having to build from scratch.
It includes telephony functionality, knowledge retrieval, tools, security, and observability. You can also leverage existing resources: import existing phone numbers, APIs, and MCPs.
Most voice technology stacks integrate three APIs: speech-to-text, language models, and text-to-speech—each typically hosted by a different provider.
Each additional step adds cost, latency, and new failure modes. Voice Agent Builder is a single interface built specifically for Grok Voice, tightly coupled to the model.
Each account includes a free phone number for quick start-up. We're launching Beta today:
Try it now →
Learn more →