The semiconductor sector has been hit by sell-offs, with Kimi K3 sparking concerns over AI valuations and chip spending.

According to the latest compiled data on flexible savings and earning products at mainstream centralized exchanges (CEXs), stablecoin current yields on platforms like HTX, Binance, OKX, and Bitget show certain differences, with most products adopting a tiered interest structure: high returns for small amounts, reduced rates for excess sums. For USDT products: HTX’s 0–200 USDT tier offers the highest annualized percentage yield (APY) at 10%; Bitget’s 0–300 USDT tier yields 6.24%; Binance’s 0–200 USDT tier is 4.55%; OKX’s stands at 1.62%. Above the respective thresholds, HTX, Binance, and Bitget’s APYs drop to 1.95%, 1.55%, and 1.58% respectively. For USDC products: HTX’s 0–200 USDC tier has an APY of 8%; Bitget’s 0–300 USDC tier is 6.66%; Binance’s 0–200 USDC tier is 6.69%; OKX’s is 1.78%. Exceeding the thresholds, HTX, Binance, and Bitget’s rates fall to 2.75%, 1.69%, and 1.36% respectively. Additionally, for USDE current products: HTX offers APYs of 5% for the 0–1000 tier and 3% for amounts above 1000; Binance’s rate is 3.75%; Bitget’s is 3.70%. As for USDD current products, only HTX currently offers them, with a listed APY of 4.00%. For other U-based products, Binance’s 0–10,000 tier yields 8.54% APY, while HTX’s is 3.00%. Overall, current high yields on CEX stablecoin current products are mostly concentrated in small tiers, with yields dropping significantly for large sums. When comparing products, users should not only consider the nominal APY but also tier limits, supported currencies, platform rules, and product availability. Note: This data is compiled from official public pages of various CEX platforms for informational purposes only and does not constitute any investment advice.

According to an official announcement, Binance has announced that the launch of Aerodrome (AERO), originally scheduled for July 17, 2026 at 19:00 (UTC+8), has been postponed to July 18, 2026 at 00:00 (UTC+8).

According to Hyperinsight’s monitoring, semiconductor-related contracts on Hyperliquid have fallen collectively today: Since 00:00 UTC today, SKHY is down 8.1%, SNDK down 7.1%, SKHX down 6.4%, and MU down 3.8%. The sell-off is forcing long positions entered at previous highs to be liquidated one by one. Among previously tracked addresses, six whales today placed stop-loss orders exceeding $1 million each on the four main assets, closing out a total of $16.852 million in long positions, with realized losses totaling $1.072 million. Stop-losses are highly concentrated in SKHY: five of the six whales’ million-dollar stop-losses are all on this asset; the remaining whale spread their exit across three assets, with stop-losses of roughly $386,000 on SKHY, $332,000 on SNDK, and $304,000 on MU, totaling around $1.022 million. SK Hynix’s ADR is the asset with the steepest decline in this round and also the most crowded exit for leveraged long positions. - HyperInsight Bot is now live. Add @HyperInsightBot to your Telegram group and set it as an admin (enable message sending permission) to automatically sync on-chain updates.

According to BIT (bit.com) market data, during U.S. pre-market trading, semiconductor, optical communication and storage stocks have rebounded from their lows, with declines narrowing significantly for multiple assets. SK Hynix (SKHY) rose 3.61%, SanDisk (SNDK) turned from a decline to a gain of 0.70%, and Micron Technology (MU) turned from red to up 0.07%. For semiconductor stocks: ASML’s decline narrowed to 0.98%, Broadcom (AVGO) fell 1.85%, Marvell Technology (MRVL) fell 1.96%, NVIDIA (NVDA) fell 2.49%, and KLA (KLAC) fell 2.94%. The storage sector was the first to turn positive: SK Hynix ADR (SKHY) gained 3.61%, SanDisk (SNDK) rose 0.70%, Micron Technology (MU) rose 0.07%; Seagate Technology (STX) saw its decline narrow to 1.69%, while Western Digital (WDC) fell 1.84%. Optical communication concept stocks generally posted narrowed declines: Lumentum (LITE) down 1.61%, Nokia (NOK) down 1.73%, Corning (GLW) down 2.18%, Applied Optoelectronics (AAOI) down 2.63%, and Astera Labs (ALAB) down 3.01%.

Goldman Sachs raised Robinhood's target price from $121 to $137 and maintained its "Buy" rating.

Changxin Memory’s IPO has entered its final stage. PC supply chain sources said that with the easing of tensions between China and the U.S., and Apple reportedly having tested Changxin Memory’s memory chips and lobbied the U.S. government to allow their use, PC brands have accelerated orders, with related orders reportedly booked through the end of 2027. Sources noted that while memory price growth may narrow in the second half of 2026, prices will still continue to rise. Brands are passing part of the costs to consumers; rising end prices have started to weigh on sales, but have not yet reached a tipping point. Currently, all manufacturers are actively competing for memory supplies, with Changxin Memory being one key source. All major PC manufacturers have completed testing of Changxin Memory’s products, but securing supply still depends on quotas. Large clients including Dell, HP, Lenovo, and Apple are expected to get priority in supply, while smaller manufacturers may not make the supply list. Supply chain sources also said that the U.S. previously considered adding Changxin Memory to its Entity List, but no such action has been announced. Apple is reportedly planning to use products with Chinese memory chips exclusively for the Chinese market, which some PC brands view as a signal that restrictions may ease, prompting them to increase orders for Changxin Memory and Yangtze Memory.