Klaro

$Micron Tech(MU.US)Goldman Sachs sees structural changes in the storage market: customers resist further DRAM price increases, NAND supported by AI substitution demand$Roundhill Memory ETF(DRAM.US)$Sandisk(SNDK.US)$SK Hynix(SKHY.US)

$SpaceX(SPCX.US)SpaceX fell below its $135 issue price for the first time, dragging down all U.S. space concept stocks.$Tema Space Innovators ETF(NASA.US)$AST SpaceMobile(ASTS.US)$Rocket Lab(RKLB.US)

$BABA-WR(89988.HK)China's Apple Intelligence filing approved, Alibaba confirms partnership, to launch iPhone on-device AI$Alibaba(BABA.US)

$Paypal(PYPL.US)Stripe and Advent have jointly launched a $53 billion tender offer to acquire PayPal, with a 28% premium.

$SK Hynix(SKHY.US)SK Hynix's U.S. stock options debuted today: 33,000 contracts traded, the most popular call options expire this Friday$XL2CSOPHYNIX(07709.HK)

$Micron Tech(MU.US)SemiAnalysis strongly supports SK Hynix, memory concept stocks collectively rebound: SK Hynix leads the rise with over 11% gain$SK Hynix(SKHY.US)$Roundhill Memory ETF(DRAM.US)

$XL2CSOPHYNIX(07709.HK) HSBC is bullish on Samsung SDI: HBM cycle hasn't peaked yet, expected to maintain 50%-55% market share in the HBM4 era.

$XL2CSOPHYNIX(07709.HK) South Korea's KOSPI turned higher during the session, having fallen more than 5% earlier. $XL2CSOPSMSN(07747.HK)

$SpaceX(SPCX.US) Why did SpaceX fall more than 5% again today, hitting a new low

$Apple(AAPL.US) rose 1.65% intraday to $320.53, hitting a record high, with a market cap of $4.71 trillion.

$Micron Tech(MU.US) SK Hynix dragged down the U.S. stock memory sector, KIS

Estimates Q2 operating profit of 60.4 trillion KRW$XL2CSOPHYNIX(07709.HK)$SK Hynix(SKHY.US)$Roundhill Memory ETF(DRAM.US)$Sandisk(SNDK.US)

$KINGBOARD HLDG(00148.HK)AI PCB sector hit by selling: Kingboard group stocks plunge nearly 20%, Shenghong denies quality risk rumors$KB LAMINATES(01888.HK)

$XL2CSOPHYNIX(07709.HK)The South Korean stock market fell below the 7,000-point mark, triggering the seventh circuit breaker of the year, with foreign investors selling a net 2.23 trillion won in a single day $XL2CSOPSMSN(07747.HK)

$SK Hynix(SKHY.US)SK Hynix CEO reiterates unified stance: 2027 could be the year of the most severe shortage in memory chip history$XL2CSOPHYNIX(07709.HK)$Roundhill Memory ETF(DRAM.US)$Micron Tech(MU.US)

$SK Hynix(SKHY.US) On-chain yixie took profits on SK Hynix long positions and set up $8.66 million in short positions instead.

$XL2CSOPHYNIX(07709.HK)AllegraSeam whale opened a long position worth $22.8 million on SK Hynix at $1480 $SK Hynix(SKHY.US)

$MINIMAX-W(00100.HK)MiniMax plans to raise HK$9.54 billion via a share placement at a 9.89% discount.

$Meta Platforms(META.US)Meta will start mass production of its self-developed AI chip "Iris" in September, reducing reliance on NVIDIA and AMD$NVIDIA(NVDA.US)$AMD(AMD.US)

$MINIMAX-W(00100.HK)MiniMax founder zero salary + personal 5% share incentive for team and open source

$BABA-W(09988.HK) Alibaba has cumulatively invested approximately 7.6 billion yuan in Changxin Technology, with its shareholding rising to 5%, making it the largest sector investor.

$Cerebras(CBRS.US)Cerebras rose more than 7% during the session as a multi-billion dollar European computing power expansion plan materialized.

$Meta Platforms(META.US)Meta has launched its first paid AI model, Muse Spark 1.1, claiming to rival GPT-5.5/Opus-4.8

$Micron Tech(MU.US) storage stocks collectively declined in pre-market trading, with Micron down over 5%. Apple is testing ChangXin Memory's DRAM in China $Sandisk(SNDK.US)$Roundhill Memory ETF(DRAM.US)$XL2CSOPHYNIX(07709.HK)

$MINIMAX-W(00100.HK) JP Morgan cuts MiniMax target price to HKD 300, optimistic about Zhipu AI's winner-takes-all advantage$KNOWLEDGE ATLAS(02513.HK)

$SpaceX(SPCX.US) Musk announces that SpaceX AI will release the public version of Grok 4.5 tomorrow.