The AI boom has sparked explosive growth in investment flowing into the U.S., with total individual purchases of U.S. stocks surging to $763 billion.

According to Bitget market data, U.S. stock market losses narrowed, the S&P 500 index briefly turned positive, the Dow Jones Industrial Average edged down 0.01%, and the Nasdaq’s decline narrowed to 0.26%.

Independent semiconductor and AI research firm SemiAnalysis noted in a report that China’s localization process for etching equipment is accelerating, with progress clearly outpacing that of deposition equipment. Data shows that year-to-date, etching equipment imports among China’s front-end equipment have dropped 18% year-over-year, while deposition equipment imports have risen 3% year-over-year. SemiAnalysis believes this indicates that China’s domestic substitution in the etching sector has achieved substantial breakthroughs. Financial results from global etching leaders corroborate this judgment: Applied Materials’ China revenue fell 16% year-over-year in fiscal 2025, while Tokyo Electron’s China revenue dropped 18% year-over-year in fiscal 2026. SemiAnalysis points out that North Huachuang is a key driver of this trend; channel research shows it holds the leading share in the ICP etching market at ChangXin Memory. As ChangXin continues expanding production, North Huachuang is expected to further consolidate its market share and scale up its revenue.

Jupiter official announcement: Trading of Roundhill Memory ETF (ticker: DRAM) is now supported on the Solana blockchain, with its holdings covering Samsung, SK Hynix, Micron, and SanDisk.

Barclays cuts its 2026 Brent crude oil price forecast to $96 per barrel, and its 2027 forecast to $85 per barrel.

According to Bitget market data, AI software stocks in the US market rose against the trend at opening. ServiceNow (NOW.US) and Figma Inc (FIG.US) jumped more than 5%, while Palantir (PLTR.US), Adobe (ADBE.US), Workday (WDAY.US), Salesforce (CRM.US), and Datadog (DDOG.US) gained over 3%, and Microsoft (MSFT.US) rose by more than 2%. Microsoft has hiked Xbox prices three times in 13 months, and stated that storage component costs will double next year.

According to Bitget market data, most US space concept stocks advanced at the opening of US stock trading. Specifically: SpaceX (SPCX) slipped 0.75% to $151.8; Virgin Galactic (SPCE) gained 8%; AST SpaceMobile (ASTS) rose 3.45%; Rocket Lab (RKLB) added 4%; Redwire (RDW) gained 1.9%.