Huang Renxun has left Beijing, and NVIDIA has not disclosed whether Huang Renxun met with the DeepSeek founder.

Anas, founder of Solana perpetual contract protocol FlashTrade, announced the shutdown of the project and is seeking to sell its existing tech stack to compensate FAF holders. He attributed the shutdown to factors including severe internal team disagreements, market contraction, and prolonged lack of profitability, stating, "What hurt me the most personally was the Solana Foundation’s disregard for us," adding that the foundation only fully supports one team as it believes this aids Solana’s success. Anas also emphasized he does not blame the foundation for the project’s failure, noting he was overly emotional about the situation. Solana co-founder Anatoly Yakovenko responded shortly after, stating the foundation cannot determine a product’s success; its main role is to assist with go-to-market (GTM) efforts and expand exposure during product launches, and whether attention translates to users ultimately depends on the product itself.

According to analyst Jukan, Bank of America (BoA) forecasts that Samsung Electronics and SK Hynix will announce specific shareholder return plans as follows. For Samsung Electronics, BoA projects the firm will allocate 50% of its free cash flow to shareholder returns, mainly including: a special dividend of over 30 trillion won to be distributed in the third or fourth quarter; share buybacks worth more than 40 trillion won in the first half of 2027; and a year-end dividend of 30 trillion won in April 2027. Additionally, Samsung will conduct an extra share buyback of over 30 trillion won for employee compensation. For SK Hynix, BoA also forecasts the company will allocate 50% of its free cash flow to shareholder returns, with a higher proportion going to share buybacks than cash dividends: projected share repurchases exceed 40 trillion won, while cash dividends exceed 20 trillion won.

Grayscale Research Head Zach Pandl published a note stating that due to Senate scheduling and election-year political factors, the CLARITY Act is now unlikely to pass this year. Pandl noted that the bill’s failure would not immediately impact the development of Bitcoin, major blockchains, and stablecoin payments. Regulators including the SEC are expected to fill regulatory gaps through subsequent rules, particularly in the tokenized securities sector. However, the lack of a comprehensive market structure regulatory framework may drive more new investment and development activities to shift outside the United States.

According to data from South Korean securities firms, South Korean retail investors purchased $4.6 billion worth of U.S. stocks in July, a 627% month-over-month jump, marking the highest monthly purchase volume since January 2026. Net sell-offs in April and May stood at $469 million and $940 million respectively. In addition, July’s purchase scale was significantly higher than the 2025 monthly average of $2.7 billion. In 2025, South Korean retail investors’ U.S. stock purchases grew more than threefold compared to 2024. As a result, the amount South Korean retail investors spent on U.S. stocks last month exceeded their domestic stock purchases for the first time since February. Meanwhile, the Korea Composite Stock Price Index (KOSPI) has fallen 33% from its June peak, with roughly 75% of the decline driven by stock price drops of two major chipmakers, Samsung and SK Hynix.

Rising U.S. stock star researcher KawzInvests (@KawzInvests) posted, "I sold all my memory stocks months ago and went all-in on CPO-related stocks. It looks like everyone is starting to turn bearish on memory this weekend. The same thing happened with optics two weeks ago, when the market panicked over supposed capital expenditure cuts. There’s nothing that makes me want to buy something more than when everyone unanimously agrees it’s over." KawzInvests has 100,000 followers on X, and his posts mostly focus on high-volatility areas like AI infrastructure, optical communications, and small-cap growth stocks. His analysis draws logic from factors including supply chain positioning, order leads, partners, management changes, M&A potential, and valuation re-rating upside. His breakout trade was a bullish call on AAOI at the end of last year, when the stock was trading at just $30 before surging to over $220.

A volunteer security team recently used cutting-edge AI models to scan roughly 150 codebases related to core Bitcoin projects, discovering over a dozen vulnerabilities spanning wallets, cryptography libraries, and infrastructure projects. According to reports, the team leveraged models including Kimi K3, OpenAI’s GPT Sol, Anthropic’s Claude Fable and Opus, and Z.ai’s GLM 5.2 to identify vulnerabilities and generate supporting documentation. Team members stated each researcher is now finding approximately one critical vulnerability per hour. Over the past 12 hours, the team has submitted security reports to multiple projects, though the specific affected projects have not been disclosed. Recent security incidents involving platforms like Coldcard and Boltz also highlight that AI is being used by both security researchers and malicious actors to discover software vulnerabilities at a faster pace.