US Stock SPCX Pre-market Down 3.58%, Storage Sector Up Across the Board

June 22: AntFun Social Wallet announced it has closed a $5 million strategic funding round via AntFun Token. The Web3 wallet project is expanding its integrated "Social + Trading" ecosystem, connecting social features, Alpha discovery, Alpha trading, and various on-chain transaction use cases. This financing round has secured backing from several leading Web3 institutions, including MH Ventures, Zerra Venture, Zuala Capital, X21 Digital, and Becker Ventures. Going forward, AntFun will continue rolling out product upgrades and scaling its social Web3 wallet ecosystem, aiming to deliver users a more efficient, socially connected on-chain transaction experience.

June 22: The US tech storage sector saw pre-market gains, per data from Bitget Markets. Key stocks in the group rose ahead of the opening bell: Seagate (STX) +4.56%, Western Digital (WDC) +5.97%, SanDisk (SNDK) +3.63%, Micron (MU) +3.26%.

June 22 — Wall Street investment bank Bernstein said storage chip price hikes are now shifting from consumer electronics to AI infrastructure, a trend that could push major cloud providers to reevaluate the return on investment (ROI) of their AI data centers. In its June 22 report, Bernstein notes traditional DRAM prices have risen roughly 4.5 times since Q3 2025, while HBM hasn’t kept pace due to its annual contract pricing structure. This gap has translated to much stronger wafer revenue and gross margins for traditional DRAM makers than their HBM-focused peers, pushing storage manufacturers to kick off 2027 HBM price renegotiations with GPU and XPU suppliers. The firm projects HBM prices could jump by 100% or even 200% next year. The report adds that AI accelerator makers could add even more upward pressure on HBM prices. Take Nvidia, for instance: to hit a 75% gross margin after HBM costs climb, the chip giant would need to pass nearly four times the related cost increase ont

On June 22, according to Whale Alert monitoring, Circle issued an additional 250 million USDC on the Solana network at 17:26 Beijing Time.

June 22, per Hyperinsight Monitoring: As of press time, MRVL’s 24-hour trading volume on Hyperliquid stands at approximately $35.77 million. In corporate news, Marvell Technology was officially added to the S&P 500 today, with adjustments for the index inclusion taking effect before the June 22 market open. Positive anticipation around this development already moved MRVL in pre-market trading, as investors start focusing on the potential upsides of index inclusion. On Hyperliquid, whale address 0x519c opened a new 5x leveraged long position on MRVL today, valued at roughly $7.54 million. The average entry price for this trade is $313.75, and the current mark price sits around $314.85. MRVL’s long-short ratio is balanced right now: long positions total ~$21.96 million, while short positions clock in at ~$21.44 million. Additionally, Marvell has reportedly been in talks with TSMC about adopting TSMC’s advanced A14 process. This news, paired with the S&P 500 inclusion, is driving

June 22 – JF Securities anticipates global semiconductor chip prices will surge far beyond market expectations, driven by cloud computing giants locking in production capacity in advance, booming AI server demand, and major chipmakers’ reluctance to significantly ramp up output. In a June 21 global tech industry report, JF Securities (drawing on semiconductor sector expert insights) forecasts storage prices will rise 40–50% quarter-over-quarter in Q3 2026, followed by another 30–40% jump in Q4. This forecast is far higher than the 15–20% growth previously projected by European and U.S. investors, and exceeds recent feedback from Asian supply chains. The report notes that excluding Chinese manufacturers, global storage bit supply will only increase 7–8% in 2026—driven by process upgrades rather than new wafer capacity. Combined DRAM and NAND supply could face a gap of 150,000 to 200,000 wafers per month; with no clear wafer capacity expansion expected in 2027, this shortfall is likely