News linked to both this project and an event.
According to STAR Market Daily, Morgan Stanley issued a report indicating that TSMC's 2026 full-year revenue guidance significantly exceeded expectations. The company raised its 2026 revenue growth guidance to over 40% year-on-year, previously over 30%. Management attributed the upward revision to strong AI demand, despite challenges in consumer demand. Cloud Service Providers (CSP) customers are rapidly increasing cloud capital expenditure. TSMC did not update its AI semiconductor revenue CAGR forecast, but stated that actual performance is higher than the previous forecast of 55%-60%. The bank believes a 70% to 80% CAGR for TSMC's AI semiconductor business is a reasonable assumption. The bank raised its target price from 2,888 New Taiwan Dollars to 2,988 New Taiwan Dollars, maintaining an "Overweight" rating. In a volatile market environment, the company's quality profitability should continue to attract capital inflows; next, the 2026 second-quarter cloud capital expenditure updates announced by CSP customers will be an important catalyst.
crypto trader Ansem posted on social media, stating that ChangXin Technology is expected to go public at an IPO price of $1.28, while its current pre-market price on Hyperliquid is approximately $6.92.Ansem pointed out that the final settlement prices of several recent IPO targets have been closer to their Hyperliquid pre-market prices than analysts' forecasts, suggesting close monitoring of ChangXin Technology's subsequent price performance.
: ETF analyst Nate Geraci stated that T. Rowe Price, which manages nearly $2 trillion in assets, launched the actively managed multi-crypto asset ETF TKNZ today, the first product of its kind in the market and the institution's inaugural crypto ETF. The current bear market in crypto has not deterred traditional large asset managers from entering the space, and the timing of this product launch may be opportune.
Odaily In May of this year, Bankless founder David Hoffman publicly announced on the X platform that he had liquidated all of his ETH holdings.Due to ETH's recent strong price performance, some community users posted remarks teasing David for "selling ETH at the exact bottom." David Hoffman responded by saying: "Stop saying that. The current price of ETH is lower than my liquidation price."
Goldman Sachs analyst James Yaro has released an analysis report on Robinhood (HOOD), maintaining a "Buy" rating and raising the price target from $121 to $137.
Odaily News: Bloomberg ETF analyst Eric Balchunas posted on platform X, stating that T. Rowe Price's active crypto ETF, TKNZ, is ready to launch and could go live at any time, with speculation it will debut on Thursday. He believes the timing is appropriate, as the ETF is launching after the impact of October's sell-off has somewhat subsided.
Cryptoquant indicates its 365-day PnL Index signal continues to decline, suggesting the current BTC cycle may not have reached its peak. BTC is currently trading at approximately $62,656, down about 50% from its all-time high of around $126,000 in October 2025. Cryptoquant’s bull-bear cycle indicator turned green on May 12, 2026, marking the first bullish signal since March 2023.Cryptoquant stated that the indicator produced a false positive in 2022, and the green signal itself does not guarantee a sustained upward trend. A whale purchased BTC worth $98.9 million at the June 5 low of $59,734, securing a profit of $3.5 million within two days as the market rebounded. BTC has since remained above $60,000 and was trading at approximately $62,550 at the time of writing. (Bitcoin.com News).
Goldman Sachs raised SanDisk's price target from $1,200 to $2,200 and reiterated its "Buy" rating
Odaily Odaily News: Citrini analyst jukan posted on X platform that KIS Semicon analyst Minsook Chae expects SK Hynix's operating profit for the second quarter of 2026 to be 60.4 trillion Korean won, up 61% quarter-on-quarter and 556% year-on-year, which is 8% lower than the market consensus of 65 trillion Korean won.The analyst stated that the lowered expectations are mainly due to SK Hynix's higher proportion of HBM sales compared to peers, lower-than-expected price increases for general DRAM, and the stabilization of ASP (Average Selling Price) driven by Long-Term Supply Agreements (LTAs). The forecast for the quarter-on-quarter growth rate of the comprehensive DRAM ASP in Q2 2026 has been lowered to 28.9%, down from the previous 50.0%; the growth rate for commodity DRAM ASP has been reduced to 34.2%, down from the previous 60.6%. With the mass production of HBM4 officially commencing in the third quarter of 2026, the comprehensive ASP growth rate is expected to return to an average market level of approximately 10% quarter-on-quarter.However, the analyst believes this adjustment does not signal a downturn for the industry. The recent revision is a more realistic reflection of the 3 to 5-year LTA structure and is expected to lead to more stable long-term profit growth. The year-on-year operating profit growth rates for the fiscal years 2026 through 2028 are projected to be 419%, 53%, and 19%, respectively.
According to on-chain analyst Ember (@EmberCN), the LAB market maker has cumulatively transferred 18.5 million LAB to Aster within the past two days, valued at approximately $18.69 million at the time of transfer.
Odaily Odaily Planet Daily reported that Geoffrey Kendrick, Global Head of Digital Asset Research at Standard Chartered, stated that the market has misinterpreted Michael Saylor's adjustments to Strategy Inc.'s bitcoin strategy, and the recent selling pressure stems from confusion over this strategy rather than a change in bitcoin's long-term outlook. Strategy Inc. is shifting bitcoin from being a reserve accumulation asset to serving as collateral to support its STRC preferred stock. Kendrick maintains the bitcoin price forecast of $100,000 by the end of 2026. As of press time, BTC was trading at $64,322.89, and Strategy's stock MSTR closed at $94.64 on Friday. The outstanding notional value of STRC is approximately $10 billion, which Kendrick believes makes the preferred stock heavily overcollateralized due to its bitcoin backing. (Bitcoin.com News).
According to monitoring by on-chain analyst Ai Yi (@ai_9684xtpa), a suspected insider address for $LAB transferred 7.99 million tokens to three new addresses under the Aster platform 11 hours ago. Only one and a half hours after the transfer, the price of $LAB plummeted from $1.21 to $0.8152, a drop of 34%. Previously, this address had transferred the same batch of tokens to three new addresses 3 hours ago, at which time the value was about $9.24 million, while three days ago this batch of tokens was worth as high as $141 million. Since July 6, $LAB has flash crashed from $17.68 to $1.05, accumulating a 94% plunge over three days. The coin price has fallen back to the level before the suspected market manipulation began two months ago, and the market suspects that the market makers have entered the direct distribution phase.
According to official sources, TAC issued a statement regarding the significant price drop in the past 24 hours, stating that the protocol was not attacked, on-chain assets are secure, and the system is operating normally; the team and early investors did not participate in the sell-off, relevant tokens remain in the lock-up and vesting period, and there is no possibility of unlocking at this stage.
Odaily News, Citrini analyst Jukan posted on platform X, stating that UBS has raised its DRAM and NAND price forecasts. It now expects DRAM prices to rise 32% quarter-over-quarter in Q3 and 18% quarter-over-quarter in Q4; NAND prices are expected to rise 30% quarter-over-quarter in Q3 and 12% quarter-over-quarter in Q4.
According to Simply Wall St, Circle Internet Group (NYSE:CRCL) was removed from the five major Russell Growth Indices in the latest annual reconstitution, and the change took effect during the recent rebalancing. This index adjustment may lead to passive funds reducing their holdings of CRCL and affect its trading liquidity. The current stock price is reported at $75.96, approximately 47% lower than the average analyst target price of $143.48, with a decline of 32.8% over the past 30 days.
Odaily Wall Street investment bank TD Cowen has lowered its price target for Bitcoin treasury company Strategy (STRC) from $400 to $260, a reduction of approximately 35%, while maintaining a "Buy" rating. The firm noted that the company's newly launched digital credit capital framework is constructive, with continuous improvements in credit transparency and capital flexibility.Analysts explained that this valuation adjustment is unrelated to the new capital framework, but is primarily driven by lowered Bitcoin price expectations: the BTC price forecast for end-2026 has been reduced from $140,000 to $100,000, and the end-2027 forecast from $190,000 to $135,000. Even after the adjustment, the $260 price target still implies over 200% upside from the closing price of $92.68. The investment bank also acknowledged that this valuation differential appears relatively high.On the capital front, Strategy has rebuilt $2.55 billion in USD reserves. Last week's issuance of 12 million common shares was not used to increase Bitcoin holdings. Existing cash can cover more than 17 months of interest and preferred stock dividends, and combined with BTC monetization capacity, can cover 26 months of expenses. The company has received approval for $1 billion in common stock buybacks and $1 billion in preferred stock buybacks, marking a shift from one-way equity issuance to proactive capital structure optimization. The $1.25 billion in Bitcoin monetization proceeds will replenish cash reserves, while the preferred stock dividend rate has been raised from 11.5% to 12%, alleviating the previously significant 26% discount issue. (TheBlock)
Goldman Sachs analyst James Yaro has released an analysis report on Robinhood (HOOD), maintaining a "Buy" rating and raising the price target from $108 to $121.
: Citrini analyst jukan posted on X platform, stating that Lenovo considers memory price increases the "new normal." DRAM and NAND flash memory prices have entered a structural upward cycle. Even if major suppliers continue to expand production, prices are unlikely to return to early 2025 levels. Higher costs are being passed through the entire industry. In the future, various electronic devices, including PCs and smartphones, are expected to face continued price pressure, with higher prices becoming the "new normal" after 2030.
CryptoQuant analyst Zizcrypto stated that data shows the Bitcoin Short-Term Holder Realized Price Year-on-Year (YoY) indicator has continued to weaken since turning negative in mid-March, falling further from approximately -2.4% to -24% as of June 23. This means the current short-term holder realized price is about 24% lower than it was one year ago, reflecting a continued decline in the momentum of short-term holders’ cost basis and relatively weak speculative participation in the market.
Bitget has completed the upgrade of its ADL (Auto-Deleveraging) execution price mechanism. After the upgrade, when the insurance fund account triggers ADL and matches with a counterparty position, the execution price will adopt the prevailing Mark Price, bringing the ADL execution price closer to the actual market price. Users can more accurately assess the potential impact of ADL on their positions and strategies, facilitating risk management and strategic planning.