U.S. stock night market fluctuations: Circle rose 3.29% in the night market, with institutional buying and stablecoin expansion boosting confidence

U.S. Stock Night Market Movements

Circle rose 3.29% in the night market. Based on recent key news:

1. On July 24, Circle minted an additional 250 million USDC on the Solana chain. This is the fourth issuance increase in the past two days, bringing the total issuance to 72.01 billion USDC. This move demonstrates the company's active expansion in the stablecoin market, driving up the stock price. Source: Jinse Finance

2. On July 24, Ark Invest increased its holdings in Circle by 130,136 shares, amounting to approximately $8.09 million. This move indicates institutional investors' confidence in Circle, further boosting the stock price. Source: Jinse Finance

3. On July 26, analysts maintained a "hold" rating, but the market holds an optimistic view on the long-term prospects of the stablecoin market, expecting the market value to reach $2 to $4 trillion in the coming years. This expectation has enhanced investor confidence, driving up the stock price. Source: MarketBeat The stablecoin market outlook is optimistic, and institutional buying reflects confidence.

Stocks Ranked Among the Top in Industry Transaction Volume

Strategy rose 3.31% in the night market. Based on recent key news:

1. On July 24, Korea's Mirae Asset increased its holdings in Strategy stocks to 136,000 shares, with a total position of approximately $12.87 million. This move indicates institutional confidence in Strategy, driving up the stock price.

2. On July 24, Strategy optimized its Bitcoin indicators and launched new measurement methods for digital credit and digital equity. This move has enhanced investor confidence in the company's management capabilities, further boosting the stock price.

3. On July 24, BlackRock and Strategy formed a Bitcoin Security Alliance, investing $15 million to prepare for quantum threats. This move indicates the company's investment in technological security, enhancing market expectations for its long-term value. The Bitcoin industry is maturing, with fund management and risk assessment developing in synergy.

IREN rose 4.32% in the night market. Based on recent key news:

1. On July 25, chip manufacturers such as Intel, TSMC, and ASML reported strong AI-driven revenue growth and raised their performance guidance, indicating sustained demand for advanced chips. Neocloud stocks like CoreWeave and IREN are viewed as high-growth AI infrastructure stocks, with a large backlog of orders and aggressive expansion plans, driving up IREN's stock price.

2. On July 24, IREN is seen as a long-term transformation opportunity; despite quarterly performance volatility, its 113.69% increase over the year reflects genuine hyper-scale validation, with its power infrastructure being difficult to replicate. The key research variable is whether capital expenditures in 2027 will exceed contract revenues.

3. On July 26, IREN and Nebius adopted different strategies in the AI infrastructure opportunity, with the market focusing on which company has a stronger position and the potential maximum risks Strong demand for AI infrastructure drives related stocks higher.

BitMine rose by 5.64%. Based on recent key news:

1. On July 25, Cathie Wood's Ark Invest increased its holdings in BitMine, purchasing 5,264 shares valued at approximately $83,000. This move demonstrates investor confidence in the company, driving the stock price up.

2. On July 25, analyst ratings indicated that BitMine Immersion Technologies currently has a moderate buy rating but is not included in the list of top five stocks recommended by leading analysts. This suggests limited market attention on the stock, which may affect investor sentiment.

3. No other significant news recently. The cryptocurrency market is experiencing increased volatility, so caution is advised