Mask: denies SpaceX ordered $520 billion from Inverda GB300 GPU
Mask wrote on platform X denying reports that SpaceX had ordered $5.2 billion in GB300 GPU from Wedda and called it “false news”。
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Oil prices rose to $90 as a result of the US-Iraq tensions
Oil prices rose to $90 as a result of the US-Iraq tensions threatening transport in the Strait of Hormuz. Crude oil prices are expected to reach a record high of 14.5 per cent by 31 December。
View DetailsMorgan Stanley for SpaceX: Double the target price, 17 times the five-year recovery
SpaceX has moved in the same direction as a roller coaster since its listing about a month ago. Although SpaceX had surged to $225 and then returned to about $125, Morgan Stanley Analyst, who was responsible for long-term tracking of SpaceX, Adam Jonas, set the benchmark price for the Unit at $300 per share. This goal implies a huge increase in space, more than double the current share price. But the price of such an ambitious target depends on SpaceX being much more than just a space unit. It is essentially a vertical integration of bets. Morgan Stanley expects SpaceX to grow at an alarming rate in the foreseeable future. The study assumes that SpaceX ' s income will increase from $18.7 billion in 2025 to $31.9 billion in 2030 and $3.3 trillion in 2040. Most of this growth comes from the area of artificial intelligence, and Morgan Stanley expects SpaceX to build orbital infrastructure for global connectivity and AI. Mask agrees. The company ' s S-1 listing document set the potential market size at approximately $28.5 trillion, of which all but $2 trillion were AI-related. SpaceX plans to launch a large AI satellite constellation called Starmind, which essentially builds data centres in orbit. The company hopes to launch its first AI satellites using the Starfleet rockets as early as next year. Kim Xian
View DetailsTRUMP SAYS HE'S WILLING TO TRADE HIS LIFE WITH CRO AND MACY
ON 20 JULY, TRIPP GAVE A MEDIA INTERVIEW BEFORE THE FINALS OF THE 2026 UNITED STATES-GAMER WORLD CUP, STATING THAT HE WAS WILLING TO SWAP HIS LIFE FOR A MONTH WITH RONALDO C. AND MASSEY. TRUMP SAID, "I'VE ALWAYS LIKED CRO AND MACY, AND ACTUALLY I THINK THAT THEIR LIVES ARE GOOD, REALLY, MUCH SIMPLER THAN MY LIFE. I'D TRADE THEM FOR A MONTH." TRUMP ADDED THAT HE HAD AN IDEA TO TELL THE PRESIDENT OF FIFA THAT “THE UNITED STATES MUST HOST THE WORLD CUP AGAIN”。
View DetailsAnalysis: Korea's semiconductor industry net profit next year or 1019 trillion won
According to Kim Byung-Yeon, head of the Research Department of the NH Investment & Security Policy Department, at a press panel and voucher analysts ' meeting in the Seoul Office of the Korea Exchange on 20 July, the South Korean stock market is now reflecting both semiconductor concerns, geopolitical concerns, and supply- and demand-side disturbances. NH Investment & Securities sets the Korea Integrated Equity Index at 5,800 to 6250 points, and considers that the index is more likely to rebound to 7000 points in the middle of the sharp price adjustment, and then stabilizes on the basis of the U.S. plan for cloud revenue growth and capital expenditure. Kim Byung-yeon stated that attention should be paid to the absolute level of exports of semiconductors rather than to the rate of increase in exports. The agency estimates that net profits from the semiconductor sector will increase from 217 trillion won last year to 75.9 trillion won this year, 10.19 trillion won next year and 34 per cent next year。
View DetailsDeep evidence of a 2% drop
ON 20 JULY, THE THREE MAIN SHARES OF A WENT DOWN, WITH A DEEP EVIDENCE OF A 2 PER CENT DROP, A 1.34 PER CENT DROP IN THE ENTREPRENEURSHIP TABLE AND A 0.51 PER CENT DROP IN THE UTENSILS。
View DetailsLONG-STORED BOULDERS HANG $8.32 MILLION IN BILLINGS, LARGER THAN CXMT SINGLE DAY. HMM
The long-stamped whale stored $8.32 million in bills on HyperLiquid, which had already exceeded CXMT's single-day sales. The current CXMT tag price is $6.7274, a decrease of approximately 6.97 per cent over the previous day. The address contained 100 non-mitigated sales orders yesterday at a price range of $7.50 to $9.00, for a total of about 1 million copies and commissioning of approximately $8,328,000. If all of the above-mentioned sales orders are made, their air silos will be expanded to approximately 11,884,000, and the average price of the integrated warehouse is expected to rise to approximately $8.09, corresponding to a nominal size of approximately $9,615,000。
View DetailsTHE THREE MAIN UNITS IN A ARE DOWN, WHICH IS A 2% DROP
According to In 2021, on 20 July, the three main shares of Unit A fell by 2 per cent and the entrepreneurship board by 1.34 per cent and 0.51 per cent。
View DetailsMorgan Stanley raised the SpaceX target price to $300
According to early releasein A, Morgan Stanley Analyst Adam Jonas raised the target price of SpaceX to $300, which had previously skyrocketed to $225 and fell back to about $125. Morgan Stanley projected that SpaceX revenue would increase from $18.7 billion in 2025 to $31.9 billion in 2030 and $3.3 trillion in 2040. Mask agreed with the growth expectations. SpaceX, in document S-1, set the potential market size at $28.5 trillion, of which $2 trillion was unrelated to AI. SpaceX plans to launch an AI constellation called Starmind and to launch the first satellites using Starship rockets as early as next year。
View DetailsETF NET INFLOWS LAST WEEK WERE $105 MILLION, FOLLOWED BY $135 MILLION NET INFLOWS FROM BELED ETHA
According to SoSoValue data, last week's trading day (13 July-17 July US Eastern Time) the ETF net inflow of ETF in Taifeng was $105 million. The largest net inflow of ETF in the past week was to be found at ETHA, the Blackrock ETHA, with a weekly net inflow of US$ 135 million, and a total of ETHA’s historical net inflow now amounts to US$ 113.1 billion. The second is the Blackrock ETF ETHB, with a net weekly inflow of $3.959.9 million, and the current total historical ETHB net inflow is $520 million. Last week, the largest net outflow of ETF was from the East Asia EFTH, with a weekly net outflow of $21.576 million, and the current total net FETH inflows of $2.30 billion. By the time of the submission, the total net asset value of ETF was $5.97 billion, the net asset ratio of ETF (market value compared to total market value of the ETF) was 4.48 per cent, and the historical net inflow had reached $11.8 billion。
View DetailsThe DeepSeek version of Claude Code is on the line and Harness will be launched in sync with the V4 official version
On July 20, according to a market message: a group chat chart provided by netizens shows that the DeepSeek Harness team plans to publish the first Harness product with an official V4 version. It is a coded smart body product, internal pairing of Claude Code, which is responsible for making models read and write documents, call tools, execute orders and perform engineering tasks on an ongoing basis. DeepSeek had previously announced that the official version of V4 was scheduled to go online in mid-July and synchronized the launch of the Peak Valley pricing. It's July 20, and the original window is over. If the plan is not adjusted again, V4 and Harness are already on the release countdown. DeepSeek used to mainly let developers access V4 to third-party tools such as Claude Code, OpenCode, and finally to steal the Code Agent's product。
View DetailsFabba Bank: Inflation has a greater impact on bond yields than fiscal factors
On 20 July, the Chief Investment Officer of the core investment department of the Ansein Investment Management, under the flag of asset management in Paris, stated that the impact of inflation on bond yields was more important than fiscal considerations. Governments can at least try to control debt, but since the global financial crisis, central banks have found it difficult to control inflation and monetary policy has suffered. This is not to dilute deficit and debt considerations; volatile fiscal policies are always at risk of pissing off bond guards. If investors who buy bonds are confident in maintaining the real value of their investments, a high level of government bond supply will be more easily absorbed. Kim Xian
View DetailsKOREA'S GDP PER CAPITA IS EXPECTED TO REACH $39,000 THIS YEAR
ON 20 JULY, KOREA'S GDP PER CAPITA IS EXPECTED TO INCREASE SIGNIFICANTLY THIS YEAR, THANKS TO THE SEMICONDUCTOR BOOM, WHICH BOOSTED EXPORTS, ACCORDING TO THE KOREAN FEDERATION. THE COMBINED 19-DAY DATA OF THE KOREAN MINISTRY OF FINANCE AND ECONOMY, THE CENTRAL BANK AND THE NATIONAL DATA OFFICE ARE EXPECTED TO REACH US$ 391.64 MILLION PER CAPITA GDP THIS YEAR, AN INCREASE OF US$ 2750, AN INCREASE OF 7.6 PER CENT, THE HIGHEST IN NEARLY FIVE YEARS SINCE 2021 (11.5 PER CENT)。
View DetailsSpaceX rocket wreckage or accidental impact on the Moon
According to media reports, SpaceX rocket debris or accidental impact on the Moon. The impact is expected to take place on 5 August. SpaceX did not comment on the matter. It is not clear whether the impact could be observed from Earth. William Cook, a manager of NASA, said, “I think it would be very difficult, if not impossible, to observe.” Kim Xian
View DetailsBritain has included the Iranian Revolutionary Guard in its national security law with a maximum sentence of 14 years' imprisonment
the united kingdom has included the islamic revolutionary guard corps in schedule 6a of the national security act 2023 since 17 july. a person or enterprise who acquires, accepts or retains an interest provided directly or indirectly by the organization and who knows or ought to know its origin is liable to imprisonment for a maximum of 14 years. the provision does not explicitly refer to encrypted assets, but applies to money or any valuables and may cover transfers of stable currency and other chains. since a block-chain transaction may be completed before the wallet is identified, the exchange, the trustee, the issuer and the paying firm are required to record when the wallet was identified, the information available at the time and the subsequent disposal. this designation is not equivalent to the british financial sanctions and does not automatically trigger an asset freeze or a currency stabilization freeze。
View DetailsMetaMask hired Korean hackers without causing substantial loss
MetaMask hired a North Korean-related hacker, whose account number GitHub, imyugioh, had been available on Lazarus Group ' s website since September 2025, but MetaMask still hired him in March 2026. The Korean hacker Tyler Knapp, mixed with the MetaMask team, entered through the outsourcing of human resources suppliers, bypassing background checks, working for one month and participating in the development of the wallet-money access functionality. MetaMask discovered the hacker because of his IP and behaviour abnormalities, revoked his authority and suspended the publication of the relevant product, without causing material data or financial loss。
View DetailsPump.fun 24-hour income of $893 million, over and above Tron and Hyperliquid
According to Solanafloor monitoring, Pump.fun, the meme currency distribution platform, has earned $893 million over the past 24 hours, over the $664 million of Tron and $607,000 of Hyperliquid。
View DetailsCardano activates Van Rossem hard fork and lowers the cost of smart contracts
Cardano has activated its Van Rosem hard-drive, which will reduce the cost of smart contracts and lay the foundation for its planned expansion of Euroboros Leos later this year。
View DetailsSuper-large science and technology units will reduce capital spending and investors will “splash out”
According to market sources, some marketers suggest that there may be room for further decline in the Korean stock. Thomas J. Hayes, Chairman and Managing Member of the Great Hill Capital, stated that the situation of semiconductors and memory as the most crowded global trading area for both institutions and the diaspora was over. One or more super-large technology companies, including Meta, are expected to reduce capital expenditure commitments modestly in their second-quarter earnings guidelines. In the coming months, the phenomenon of “competing” semiconductors and memory trading will be as intense as the “competing influx”. Kim Xian
View DetailsTHOMAS J. HAYES: SEMICONDUCTOR AND MEMORY TRADING HEAT IS OVER
Thomas J. Hayes stated that the situation with semiconductor and memory as the most crowded area of global trading as an institution and bulk, with one or more super-large technology companies, including Meta, reducing capital expenditure commitments in the second-quarter profit guide and investors withdrawing from the semiconductor and memory trading areas in the coming months。
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