Smart money address 0x15a, dormant for months, has re-entered the market, opening a 40x long position worth $12.6 million in Bitcoin.

Key pre-market news for US stocks: 1. SK Hynix’s US ADR offering has been oversubscribed, with subscriptions closing at 4 PM New York time on July 8. The company plans to issue 17.9 million ordinary shares, from which 7.9 million American Depositary Shares (ADS) will be issued, and the US IPO is expected to raise approximately $280 billion net. 2. A research firm reported that NVIDIA’s next flagship product—the Kyber rack-scale architecture powered by the 2027 Rubin Ultra chip—has been delayed to mass production in 2028. 3. Broadcom and Apple have reached an agreement to extend their chip partnership through 2031. 4. Micron Technology has launched an expansion project at its Hiroshima plant to boost production capacity for 1γ DRAM and HBM. 5. Tesla’s new car sales in the UK rose 42.02% year-on-year in June, totaling 12,403 units. 6. Kioxia and SanDisk have started producing 10th-generation 3D flash memory products at their joint Fab2 plant in Beishang. 7. Micron Technology and Ford Motor have signed a strategic agreement to strengthen long-term storage supply and industrial chain resilience. 8. Semiconductor equipment and storage sectors rallied sharply in pre-market trading: KLAC jumped over 6%, while SanDisk and Western Digital both gained more than 5%. 9. Spot gold, silver and crude oil markets edged lower: spot gold traded at $4,139, down 0.85% on the day; US crude fell 0.62%, and Brent crude dropped 0.26%.

According to Bit.com market data, the US semiconductor equipment sector rallied sharply in pre-market trading, with individual stocks rising as follows: Applied Materials (AMAT) up 5.05%; Onto Innovation (ONTO) up 4.15%; Lam Research (LRCX) up 5.03%; KLA Corporation (KLAC) up 5.41%; Teradyne (TER) up 4.85%; Entegris (ENTG) up 3.78%.

BitMine added 42,197 Ether to its holdings last week. As of June 28, 2026, its total Ethereum holdings reached 5,742,237 tokens, accounting for roughly 4.8% of Ethereum’s total supply. Currently, BitMine’s total assets—including cryptocurrencies, cash, and other investment holdings—are valued at approximately $11.1 billion, comprising $527 million in cash and securities, 206 Bitcoin, $180 million in equity stakes in Beast Industries, and a $71 million investment in Eightco Holdings (ORBS). As of July 5, BitMine has staked 4,879,157 Ether, equal to 85% of its total Ethereum holdings, worth around $8.8 billion, with a current annualized staking yield of approximately $235 million.

According to Strive's official announcement, the company purchased 17.76 Bitcoin last week, bringing its total BTC holdings to 19,882 coins. More notably, Strive added a total of 6,236 Bitcoin in Q2 2026, achieving a 24.0% BTC yield, generating a BTC Gain of 3,264 Bitcoin, with an amplification ratio of 67.2% at quarter-end.

Goldman Sachs has aggressively lifted target prices for multiple stocks in the semiconductor and storage sectors: it raised AMD’s target price from $450 to $640 while reaffirming its "Buy" rating; Qualcomm’s target price was hiked from $145 to $180; Western Digital’s target price saw a sharp jump from $400 to $650; and SanDisk’s target price was increased from $1,200 to $2,200.

According to U.S. SEC filings, Broadcom (AVGO.O) and Apple (AAPL.O) have extended their technology collaboration through a new multi-year agreement until 2031. Broadcom will develop and supply a series of custom ASIC silicon products for multiple generations of Apple’s products. Driven by the positive news, Broadcom’s U.S. stock rallied in pre-market trading, up over 4% as of now.