price

Bank of America (BofA) reiterated its "Buy" rating on Micron, with a target price of $1550, stating that the recent sell-off is an "enhanced buying opportunity." The bank expects memory prices to normalize starting in 2027-2028, but the fundamentals remain strong.Bank of America predicts Micron's earnings per share for fiscal year 2028 to be around $150, and in a pessimistic scenario, about $100, still well above the previous cycle peak of around $12.

According to Gate market data, Palantir's stock price continues to rise, with an increase of 21%.

According to Catcher Predict monitoring, in the event "WTI Crude Oil Price Prediction for August 2026" on the prediction market Polymarket, the "Yes" option in the sub-market "Below $70" has experienced significant fluctuations in winning probability, soaring from 33.5% an hour ago to the current 55.5% (a fluctuation of 22%). Please note the impact of related breaking news.

According to Jinshi reports, Stifel has initiated coverage on SK Hynix (SKHY.O), giving it a "Buy" rating with a target price of $240.

According to on-chain analyst Ai Yi's monitoring, the decentralized trading platform Hyperliquid has launched the Pre-IPO perpetual contract for Unitree Technology, with an initial pricing of $73.33, corresponding to a total share capital of approximately 404 million shares, and an implied market value of about $29.7 billion (approximately ¥212.9 billion). As of the time of publication, the contract price is around $74, corresponding to a market value of about $30 billion.According to the prospectus, Unitree Technology plans to issue approximately 40.45 million shares (accounting for 10% of the total share capital after issuance) on the Sci-Tech Innovation Board IPO, with a total share capital of approximately 404.5 million shares after issuance, targeting an issuance valuation of about ¥42 billion (approximately $5.8-6.2 billion). The results of the A-share inquiry will be announced on August 5, with an expected issuance price of ¥104 per share, and the new share subscription time is set for August 10. Based on the expected issuance price, Hyperliquid's current price is at a premium of approximately 4.88 times the expected issuance price of A-shares.

SpaceX will release its first earnings report since going public after the U.S. stock market closes on Tuesday, with the market focusing on the operational performance of its three major businesses: Starlink, Starship, and AI. Since its listing on June 12, SpaceX's stock price has continued to decline, closing at $114.53 on Monday, about 15% lower than the offering price of $135, and nearly 50% down from its historical high of $225.64, with a market value evaporating by over $500 billion. Visible Alpha estimates its Q2 revenue to be around $6.9 billion, primarily driven by Starlink. In terms of AI business, SpaceX previously acquired xAI and established computing power supply collaborations with Google, Anthropic, and others, with Q1 AI business revenue reaching $818 million. Additionally, the Starship's 13th test flight was recently completed, but the booster recovery experienced a hard landing.After this earnings report, SpaceX will face a lock-up period expiration on Thursday, with approximately 911 million shares (valued at about $100 billion) becoming tradable, raising market concerns about potential selling pressure. Data from S3 Partners shows that investors shorting SpaceX have realized gains of about $8.3 billion. Institutions like New Street and Yorkville Advisors believe that the pullback may provide an entry opportunity for long-term investors, with the ultimate trend depending on the strategic signals released by Musk during the conference call.

Hyperliquid has launched UNITREE Pro-IPO and started trading, with the current price at $75.02.

According to the ranking data from RootData on stock derivatives exchanges, as of the time of writing, the Top 10 exchange BingX has the largest spread, reaching 0.398%; MEXC follows with a spread of 0.234%. In addition, XT.COM has a spread of 0.147% and Hyperliquid has a spread of 0.178%, both exceeding 0.1%.It is reported that this spread is weighted by the trading volume over 24 hours, and a higher value usually indicates higher trading costs.

According to monitoring by Chainalysis, yesterday Hexagate detected that the LpdFi protocol was attacked, resulting in a loss of approximately $700,000. The attacker borrowed about $44 million in a flash loan, artificially inflated the price of LPD tokens by 71 times on the DEX, and then used tokens worth only about $2 million to fake a deposit of approximately $140 million in the protocol.One second later (just crossing the daily interest settlement boundary of the protocol), the attacker collected the interest for the inflated position for an entire day, triggering the protocol to liquidate its entire liquidity pool and pay out the stolen funds. After repaying all loans, the attacker made a profit of about $700,000 and immediately transferred the funds through Relay and TornadoCash.

According to monitoring by Catcher Predict, in the market prediction event "Bitcoin August Price Prediction" on Polymarket, the "Yes" option in the sub-market "Below $62,500" experienced a dramatic fluctuation in winning probability, soaring from 49.5% an hour ago to the current 89.5% (a fluctuation of 40%). Please note the impact of relevant breaking news.

According to Wall St Engine, Morgan Stanley analyst James Faucette downgraded Circle (CRCL) from Equalweight to Underweight, with a target price reduced from $106 to $38.In his comments, Faucette pointed out that the contraction in USDC scale exposes the sensitivity of Circle's reserve income, meaning that the revenue structure will tilt towards lower-margin transaction income. The firm has lowered its USDC scale assumptions for 2027 and 2028 by approximately 33% and 44%, respectively, resulting in GAAP EPS expectations that are about 3% and 20% lower than market consensus.Tokenized money market funds and deposits threaten USDC balances and rates, and the economic structure of USYC is relatively weak; the scale of agentic payments remains negligible, with an average daily transaction volume of only $41,900, implying an average transaction amount of about $0.24. Open USD has introduced shared governance and reserve economic models, increasing the cost of maintaining USDC distribution.

According to Jinshi, as the market's focus shifts to this week's intensive earnings reports, U.S. stock index futures opened higher on the first trading day of the month. In addition, the decline in oil prices on Monday also boosted market sentiment. Matt Orton, Chief Market Strategist at RJF Financial, stated that about 15% of the companies in the S&P 500 index are about to announce their earnings, with the energy, healthcare, utilities, and industrial sectors being noteworthy.

According to Jinshi reports, Stifel has lowered the target price for Tesla (TSLA.O) from $508 to $491, while maintaining a "Buy" rating.

The 10-Q document submitted by 0G Treasury Company ZeroStack to the U.S. Securities and Exchange Commission (SEC) shows that as of June 30, the company had a cash balance of $2.6 million, a working capital of negative $600,000, a cumulative loss of $339.1 million, and confirmed a fair value loss of $82.5 million on digital assets, expecting a net loss of $61.3 million in the first half of 2026.The financial report indicates that as of June 30, ZeroStack held 75.1 million 0G (Zero Gravity) tokens, with a total cost of $163.3 million, but a fair value of only $15.2 million, representing a decrease of about 91% from the book cost. The company stated that its current operations mainly rely on 0G staking rewards and token sales, and its future financing ability will also depend on the price performance of 0G and market trading liquidity.Public information shows that ZeroStack is a publicly listed treasury company with 0G as its core reserve asset, and is not the official or development team of the 0G project. The company participates in the ecosystem through large-scale holdings and staking of 0G, and its operational status is highly correlated with the price trend of the 0G token.

Goldman Sachs published a research report stating that Samsung Electronics' operating profit for the second quarter met expectations. The firm raised its earnings per share forecast for 2026 to 2028 by about 2% and increased the 12-month target price from 480,000 won to 490,000 won. The firm expects that demand for memory will significantly exceed supply, with the gap widening in 2027 and supply remaining tight in 2028.Goldman Sachs pointed out that the company has signed long-term agreements with major data center customers, which will provide better profit visibility and downside protection.In addition, the company aims to become a leader in the AI memory market, with HBM4 expected to account for over 60% of HBM revenue in the second half of 2026, and anticipates significant upside potential for shareholder returns. The stock is currently trading at a forecasted price-to-earnings ratio of 3.1 times and a price-to-book ratio of 1.2 times, with a shareholder return rate close to 50%.

Morgan Stanley has upgraded the rating of the South Korean stock market to "Overweight," with a target price of 9,000 points, implying a 36% upside from the current level.Morgan Stanley believes that the previous severe deleveraging is nearing its end, and the KOSPI valuation has fallen to historically low levels, providing investors with a more attractive entry point. Their data shows that hedge funds have completed about 75% of their deleveraging, leveraged ETFs have evaporated 70% from their peak, and the chip structure has significantly improved.Shawn Kim, head of Morgan Stanley's Asia Technology team, pointed out three recent catalysts for South Korean chip stocks in the report.First, capital expenditure. The capital management trends of Samsung Electronics and SK hynix are seen as the most important recent catalysts. The market is waiting for specific announcements from both companies regarding their "value enhancement" plans and capital returns, with the timing still unclear, but the expectations themselves have already formed a potential catalyst.Second, HBM4 pricing. Samsung Electronics recently stated that HBM4 will account for about 60% of its total HBM sales by the end of next year. If HBM4 prices reach the market expectation of over $3 per Gb, it will positively catalyze overall DRAM pricing from 2026 to 2027.Third, the iPhone 18 release cycle. The mobile segment still accounts for 30% to 40% of global DRAM demand and 25% to 30% of NAND demand. According to feedback from members of the Korean Apple supply chain (such as LG Innotek), Apple has a positive outlook on the iPhone 18 cycle, expecting a year-on-year shipment increase of 5% to 10%. The iPhone 18 will be released in September, with the first models being the Pro series (including Pro, Pro Max, and foldable), and if sales perform well, it will positively drive Samsung Electronics and SK hynix.

Changxin Technology has attracted significant attention from the market following its listing, with analysts showing a huge divergence in their future value assessments. Data shows that the most optimistic analysts believe that Changxin Technology's market value could reach $1.1 trillion in the next 12 months, while the most pessimistic forecasts are around $160 billion. The divergence mainly revolves around whether Changxin Technology can capture market share in the DRAM sector and whether it can break through HBM technology in the future.Bullish analysts believe that China's push for semiconductor self-sufficiency and the domestic DRAM supply-demand gap will help Changxin Technology expand rapidly; bearish analysts, on the other hand, are concerned that the new production capacity in the industry may lead to a decline in DRAM prices from 2027 to 2028, impacting the profitability of the entire storage industry.In its first week of listing, Changxin Technology's stock price rose by 523%. The market is still focused on its HBM technology progress and whether China's domestic DUV lithography technology can help it narrow the gap with Samsung, SK Hynix, and Micron.

According to Gate market data, due to market expectations that the United States and Iran will soon hold a new round of negotiations, international crude oil futures prices significantly fell on August 2, Eastern Time. As of 7 PM Eastern Time on August 2, the price of light crude oil futures for September delivery on the New York Mercantile Exchange dropped to a low of $74.78 per barrel, down $5.89 from the previous trading day's closing price, a decrease of 6.96%; the price of Brent crude oil futures for October delivery fell to a low of $81.55 per barrel, down $6.38 from the previous trading day's closing price, a decrease of 7.26%.U.S. President Trump stated that the United States will negotiate with Iran the following day.

Analyst "AntiFragile" posted on the X platform stating that the Bitcoin (BTC) order book currently shows strong buyer support, with a large number of patient buy orders concentrated in the range of 2%-20% below the current price.AntiFragile pointed out that these buy orders began to appear as early as the beginning of June, representing passive buying demand that is positioned in advance. If the BTC price falls and touches these areas, it is expected that these buy orders will act as a buffer, reducing market volatility. The current order book structure shows that some investors are waiting to enter at lower prices rather than buying in line with the upward trend. These long-term orders may become a potential support force during short-term market corrections.