Overview of Key Tech Industry Events in Q3: Earnings Reports from Major Tech Giants Are Released, Storage Conferences and Hot Chips 2026 Take Place One After Another
Tech giants are releasing earnings reports one after another. After Microsoft and Meta published their earnings in the early hours of today, Apple and Amazon will report their results in the early hours of tomorrow. The highly anticipated NVIDIA earnings, however, won’t be released until August 26. Metrics including AI chip demand, data center revenue, gross margin, and forward guidance will act as a barometer for the performance of cloud computing, AI capital expenditure, advertising, and consumer electronics sectors.
Besides earnings, several key conferences deserve attention. The Future Memory and Storage Conference, scheduled for August 4 next week, has participants including Samsung, SK Hynix, Micron, NVIDIA, and others, and is of great significance to the storage industry chain. Hot Chips 2026, taking place from August 23 to 25, is one of the most notable technical conferences in the fields of chip architecture and AI hardware. NVIDIA’s Vera CPU, HBM architecture, advanced packaging, and new-generation processors from multiple companies will be unveiled at the event, which may impact expectations for the CPU, GPU, HBM, and packaging industry chains.
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Whale Tracking: All five whales that bought the dip in SKHX yesterday have fully liquidated their positions, with one of them turning around and shorting $6.3 million.
According to Hyperinsight’s monitoring, all five millionaire-level whales that entered positions to bottom-fish during SKHX’s sharp drop yesterday have now exited their long positions: four currently hold zero SKHX, while the whale address starting with 0x54c flipped from long to short. Data shows that over the past 24 hours, these five addresses have collectively closed out approximately 19,500 SKHX long positions, with a total transaction value of around $19.05 million and combined losses of about $171,000. The whale starting with 0x54c added 2,000 SKHX short positions this afternoon, and currently holds a short position of 7,000 units with 5x leverage, worth roughly $6.359 million at an average entry price of $939.5. SKHX is now trading at $908.5, with an unrealized profit of about $217,000, a return rate of approximately 16.5%, and a liquidation price of $1,454.8. Meanwhile, SKHX has dropped around 8.2% intraday, with a 24-hour trading volume of about $1.55 billion and open interest of roughly $562 million.
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Samsung SDS is advancing cooperation with Dunamu on stablecoin infrastructure and AI payment services.
According to Yonhap News Agency, Samsung SDS is advancing cooperation in the digital asset sector with Dunamu, the parent company of Upbit. The two sides are discussing areas including stablecoin infrastructure, virtual asset financial system integration, and AI-based next-generation payment services, and plan to further clarify specific business models.
Lee Jun-hee, CEO of Samsung SDS, stated that the company’s equity investment in Dunamu is not a purely financial investment, but a strategic move to enter the digital asset infrastructure business. The two sides intend to combine Dunamu’s blockchain operation experience with Samsung SDS’s strengths in IT services, AI, cloud computing, and security to strengthen their digital financial infrastructure business.
Samsung SDS’s second-quarter revenue rose 5.9% year-on-year to 3.7178 trillion won, while operating profit increased 0.7% year-on-year to 231.8 billion won. Among this, cloud business revenue grew 17% year-on-year to 779.4 billion won, and external cloud business revenue jumped 75% year-on-year.
The company also plans to expand its AI infrastructure scale from the current 110 megawatts to 230 megawatts by 2029, and by 2031, expand the overall scale (including design, construction, and operation services) to over 800 megawatts.
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Pakistan says the US and Iran are still negotiating over the Strait of Hormuz issue.
A spokesperson for Pakistan's Ministry of Foreign Affairs, Tahir Andrabi, told reporters in Islamabad on the 30th that negotiations between the United States and Iran are "still ongoing", particularly over the Strait of Hormuz issue and de-escalation of the situation. (Xinhua News Agency)
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Binance's smart money account 'ESP bull' tops the 3-day loss leaderboard, with 94 positions totaling over $2.4 million in losses.
According to on-chain analyst Ai Yi (@ai_9684xtpa), Binance’s live contract smart money account “ESP bull” has topped the 3-day loss leaderboard, with cumulative losses exceeding $2.4 million. The account holds a total of 94 trading positions; its top five unrealized loss positions are: BTC long position ($4.05 million in unrealized loss), CTSI long ($2.16 million), ON short ($1.07 million), US short ($809,000), and ACX long ($805,000). Its primary unrealized gain comes from its XRP position, which currently stands at roughly $2.09 million, partially offsetting losses from other positions.
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