US Stock Futures Dive Further

According to BIT (bit.com) market data, US AI stocks swung lower then higher after today’s US market opened, with SK Hynix ADR leading gains, surging over 7% to $164. Other notable movers include Micron (+3.63%), Dell (+1.47%), and Marvell (MRVL, +0.96%). CPO, storage, and neocloud-related stocks also rebounded, with LITE up 4.44%, SanDisk rising 5.87%, and NBIS gaining 5.84%. AI infrastructure stocks have yet to turn negative, though their declines have eased: Applied Materials (AMAT) fell 2.72% and Lam Research (LRCX) dropped 0.63%.

ASML Holding, the Dutch semiconductor giant, will issue a one-time €20,000 (approximately $22,862) bonus to all its global employees. Fueled by record-high sales driven by surging artificial intelligence (AI) demand, the company has joined a growing cohort of chip firms in sharing performance gains with staff. The firm will grant stock awards to its global workforce on January 1, 2027, provided employees remain employed throughout the vesting period, with the awards fully vested by early 2030. The move comes as the global AI boom has sent demand for ASML’s products soaring. Earlier, chipmakers including Samsung Electronics and SK Hynix have also awarded bonuses to their employees. As AI infrastructure investments generate massive returns, an increasing number of the most benefiting firms are facing pressure to distribute more profits to their staff. In May this year, TSMC also committed to boosting average profit sharing for its employees by over 30% this year.

According to an official announcement, Binance has listed Aerodrome (AERO) on its leverage, Binance Earn, one-click buy, flash swap, and VIP borrow services. Cross and isolated margin will add AERO as a borrowable asset, and launch AERO/USDT and AERO/USDC cross and isolated margin trading pairs at 00:00 (GMT+8) on July 18, 2026.

During the 2026 World Artificial Intelligence Conference (WAIC2026), MiniMax showcased its flagship model MiniMaxM3, multimodal models, and AI-native products, with its new-generation multimodal generative model H3 receiving early promotion ahead of the event. Through ecosystem collaboration cases such as robotic dogs, AI glasses, smart earbuds, Network-Attached Storage (NAS), financial services, and film and television content, MiniMax demonstrated the development and practical implementation of AI spanning from foundational models and agent products to real-world applications. The exhibition covered multiple dimensions including model capabilities, academic research, product tools, multimodal creation, and industry applications. Attendees gained insights into M3’s performance in long-context processing, coding, and agentic tasks, experienced the practical applications of multimodal models in creative workflows, smart hardware, and industry services, and learned about MiniMax’s progress in open-source ecosystems, industrial collaboration, and globalization. (The Paper)

According to monitoring by Onchain Lens, a wallet associated with Lombard Finance sent 750 BTC (approximately $47.8 million) to Galaxy Digital, likely related to an over-the-counter (OTC) transaction.

Rising star US stock researcher KawzInvests (@KawzInvests) posted that Kimi K3 is an open-source model with 2.8 trillion parameters. Moonshot’s own evaluation shows it lags only behind Claude Fable 5 and GPT 5.6 Sol. The full weights will be released on July 27. Such a large model cannot run on ordinary users’ laptops or even a single server. Therefore, if such open-source models gain popularity, cloud hosting platforms will be the beneficiaries. KawzInvests cited DigitalOcean (DOCN) as an example, noting that the company already supports hosted operations for Kimi K2.6. Beyond DOCN mentioned by KawzInvests, cloud service providers including Amazon, Microsoft, NBIS, RIEN, etc., may generally align with this investment logic.