Ark Invest increased its SpaceX holdings by $12.2 million and cut its Robinhood holdings by $4 million.

Citrini analyst Jukan cited sources saying Samsung Electro-Mechanics has notified customers that it will raise prices on some multilayer ceramic capacitor (MLCC) products by 30% starting August 1, 2026. The company attributed the move to intensifying supply chain pressures driven by growing global demand for electronics, noting that despite improving production efficiency and expanding capacity, it was forced to adjust prices on certain products to ensure quality and stable supply. The price hike applies to all MLCC products under Samsung Electro-Mechanics’ Markup Business Code, with the new pricing taking effect for products shipped on or after August 1. Separately, Japanese MLCC maker Taiyo Yuden also plans to raise its MLCC product prices starting September 1, stating that due to sustained rising raw material costs and tight supply-demand conditions, it may still fail to fully meet customer demand even after the increase, with delivery timelines for some orders also not guaranteed.

Serenity stated in a recent report that the sharp pullback in the AI hardware sector is more an overcorrection driven by short-term deleveraging rather than a deterioration in fundamentals. It pointed out that the latest financial results of companies such as Bloom Energy and Teradyne show significant revenue and profit growth, performance pre-announcements from Chinese optical module manufacturers are also strong, and upcoming financial reports from firms including Lumentum, SanDisk, and SK Hynix will further confirm accelerating AI demand. Alphabet has raised its 2026 capital expenditure target to $195 billion to $205 billion, which is one of the most important signals of AI demand from large hyperscale cloud providers. Meanwhile, market concerns about further sharp interest rate hikes by the Federal Reserve this year and overcapacity in China’s memory chips have been significantly exaggerated. Long-term agreements (LTAs) between cloud providers such as Meta and Google, as well as collaborations among memory manufacturers including Samsung, SK Hynix, and Micron, also reflect that AI storage demand such as HBM has a structural growth trend. Serenity noted that as long as revenue and EPS of AI industry chain enterprises continue to accelerate, the long-term investment logic remains valid, and it expects the AI theme will gradually recover in the future, though it cannot determine the exact timing.

Houthi militants in Yemen announced a missile attack on the Saudi-owned oil tanker NCC Ghazal, claiming the vessel ignored their warnings, making it a target and forcing it to alter course. The UK Maritime Security Agency later said an oil tanker transiting the Red Sea reported hearing explosions, with no immediate casualties. This is at least the fourth attack on oil tankers since the Houthis declared a "blockade" on Saudi shipping in the Red Sea. Meanwhile, the Saudi Ministry of Defense stated that the Saudi military, in coordination with U.S. Central Command, carried out precision strikes against Iran-aligned militias in Iraq suspected of launching drone attacks. The U.S. said the operation was in response to more than 30 drone attacks targeting U.S. forces and Saudi energy facilities over the past 72 hours. Iran denied involvement in attacks on Saudi targets. Analysts believe that as the Houthis expand attacks on energy transport targets and the U.S.-Saudi coalition strikes Iran-aligned militias in Iraq, the Middle East situation has further escalated. The Red Sea and the Strait of Hormuz, two major energy transport routes, face higher risks, which may exacerbate global energy supply and oil price volatility.

James Ragan, co-chief investment officer and director of investment management and research at investment bank D.A. Davidson, noted that since the Federal Reserve’s last meeting, inflation data has been moderate and employment growth has been modest, but the escalation of U.S.-Iran military conflicts in July has disrupted these positive trends. This means the overall inflation progress made in June could reverse, and the Fed must assess whether core inflation trends are more persistent. If the Fed determines that higher inflation expectations are forming, it should raise interest rates in July rather than waiting until September—especially given this year’s upcoming midterm elections, where action at that time could draw political criticism. According to CME’s FedWatch Tool, the probability that the Fed will hold rates steady in July stands at 69.5%, while the chance of a 25-basis-point rate hike is 30.5%.

According to market data from BIT (bit.com), Apple Inc.’s stock price hit an intraday record high of $342.89 on Tuesday, with its market capitalization briefly crossing $5 trillion, making it the second listed company in history to reach this milestone. By the close of trading, Apple’s stock stood at $340.08, with its market cap slightly below $5 trillion, yet it remains the world’s most valuable listed company. Year-to-date, Apple’s stock has risen approximately 25%, outperforming most large-cap tech stocks. Market analysts note that investors are reassessing AI investment logic: compared to peers like Microsoft, Alphabet, and Amazon that are ramping up capital expenditures on AI infrastructure, Apple has gained market favor due to its lower capital outlays, end-user AI strategy, and service ecosystem advantages. Additionally, Apple recently received approval to launch Apple Intelligence features in China in partnership with Alibaba and Baidu, and has rolled out the "Upgrade" hardware leasing program. The market is widely anticipating Apple’s quarterly earnings report to be released this week, which will also mark the last earnings call led by Tim Cook as CEO.

According to a Bloomberg report, people familiar with the matter have disclosed that OceanBase, the distributed database subsidiary of Jack Ma-backed Ant Group, is seeking to raise capital, with discussions ongoing for a Series A financing round targeting approximately 2 billion to 3 billion yuan. The funds will enable the firm to operate more independently and support its expansion into the artificial intelligence (AI) database services sector. OceanBase was developed in 2010 to fulfill Ant Group’s internal database requirements. It is currently enhancing its AI analytics capabilities and improving its ability to process unstructured data such as video. The sources noted that the company’s recurring revenue surpassed $200 million in 2026, marking a 70% year-over-year increase, and it is expanding into markets across Southeast Asia, Japan, India, and Latin America, following a development trajectory similar to that of Databricks. IDC data shows OceanBase held the top spot in China’s distributed database market by market share in 2025. The firm is currently competing with industry players including Huawei and Tencent. In 2024, it established an independent board of directors and an employee equity incentive plan, as part of preparations for a future spin-off from Ant Group.