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Super Micro Computer's stock rose about 10.4% in pre-market trading, after the company released a revenue outlook for fiscal year 2027 that exceeded market expectations.

According to Bloomberg, the foreign exchange reserves of U.S. stocks held by the Swiss National Bank grew by more than 10% in the second quarter, reaching the highest level on record. As of June 30, the bank held shares in over 2,300 U.S. listed companies, with a total value of $191.4 billion.The top three holdings are Nvidia, Apple, and Microsoft. In addition, the Swiss National Bank also holds shares worth $716.6 million in defense software company Palantir, although activist investors have called for the sale of some holdings, the bank has refused.

Microsoft plans to publicly release its next-generation Maia 300 AI chip this fall (possibly as early as September). To meet delivery demands for 2027, Microsoft has engaged with TSMC to secure manufacturing capacity for over 300,000 units of the chip.

According to Gate market data, Microsoft’s stock rose 0.93% in pre-market trading.

According to The Information, Microsoft's self-developed artificial intelligence chip project has shown signs of recovery after experiencing a slow start.

According to Gate market data, Microchip Technology rose 9% in pre-market trading as the company forecasted that both revenue and profit for the second quarter would exceed expectations.

Micron Technology stated to Deutsche Bank at the FMS 2026 conference that AI is reshaping the memory industry landscape, with the proportion of memory in the total value of systems rising from about 10% thirty years ago to nearly 50% currently, and this trend is accelerating. Currently, both DRAM and NAND are in a state of supply shortage. Due to the need for physical disassembly of systems for memory upgrades, the demand for memory in AI systems is more rigid, and price elasticity is lower than market expectations. The Strategic Customer Agreement (SCA) is expected to cover about 40% of sales, providing a price stability mechanism for both parties.Micron's management described the demand for CPU-side AI Agents as "pre-season warm-up," viewing it as a new pillar of growth outside the GPU ecosystem. For emerging technologies like SRAM, Micron believes their scalability is limited and cannot challenge the core position of HBM, with only about 5% of systems currently running such specific workloads. Deutsche Bank maintains a "Buy" rating, believing Micron has a unique advantage of "growth without sacrificing profits." During FMS, Sandisk and SK Hynix jointly released the first HBF technical specifications, but Micron believes that its actual value and commercialization prospects remain controversial.

Microsoft Threat Intelligence posted on the X platform that a cluster of compromised websites has been found using ClickFix and EtherHiding technologies to spread malware, with attacks targeting thousands of enterprise and consumer devices worldwide every day.Attackers inject Base64 encoded JavaScript to connect to the BNB Smart Chain RPC gateway, obtaining the next stage instructions stored by smart contracts. Since the contract content can only be modified by the deployer's wallet, traditional takedown methods are difficult to counter. The attack deceives users into opening a run dialog box with fake verification codes, pasting clipboard content, and executing commands from the attacker, while also involving the abuse of various system tools such as conhost, cmd, PowerShell, and mshta, as well as command obfuscation techniques. Successful execution may lead to credential exposure, persistence establishment, lateral movement, and even ransomware attacks.Microsoft recommends that enterprises enable Defender's multi-layer protection, restrict command line tools, enable PowerShell script logging, and remind users not to paste commands from unknown sources into the run window or terminal for execution.

According to the South Korean media The Elec, GlobalWafers stated during the Q2 earnings call that the production lines for 12-inch, 8-inch, and 6-inch wafers are nearing full capacity, with some advanced 12-inch products experiencing supply constraints due to a surge in demand for AI chips, HBM, and advanced packaging. Shin-Etsu Chemical achieved double-digit growth in 12-inch shipments both year-on-year and quarter-on-quarter in Q2, and Sungrow also believes that customer inventory adjustments are nearing completion. Although SK Siltron is gradually releasing capacity from new production lines, it is still difficult to meet the growth rate of orders.Tight supply is driving changes in long-term contract models, and GlobalWafers signed a 10-year LTA (including advance payment) with Micron last month. Prices in the non-LTA market have begun to rise and are expected to continue to increase in the second half of the year. GlobalWafers stated that it is negotiating with customers to incorporate price adjustment mechanisms into new contracts, and Nexchip also emphasized the need for "broad and meaningful price increases" to support reinvestment. Industry insiders expect that as new factories from Samsung, SK Hynix, and Micron come online, wafer demand will double in the second half of 2027, and supply shortages may further intensify.

According to Ed Zitron's citation of Microsoft's latest financial report and Bloomberg analysis, OpenAI contributed $24.1 billion in revenue to Microsoft for the fiscal year ending June 2026, accounting for more than 70% of Microsoft's AI business revenue for that fiscal year, and approximately 7.26% of Microsoft's total revenue of $331.8 billion for FY26. Bloomberg estimates OpenAI's contribution to be around 70%, based on Microsoft's previously disclosed 123% annual growth rate in AI business and an annualized AI revenue scale of about $34 billion.The report points out that Microsoft has accumulated approximately $261.3 billion in capital expenditures since early 2022, with analysts believing that a significant portion of this expenditure serves a single client, OpenAI. Ed Zitron commented that Microsoft "has invested in AI for nearly four years, and aside from a company that requires infinite resources to maintain its computing bill, there is almost nothing to show for it." Previously, in a report on August 4, Ed Zitron cited analysts estimating that OpenAI and Anthropic together account for more than 70% of the AI revenue of the three major cloud providers: Microsoft, Google, and Amazon. Microsoft also disclosed in its financial report that as of June 30, accounts receivable from OpenAI amounted to $6 billion.

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.

As the US stock technology sector experiences strong buying, the three major indices have collectively risen. According to data from the Gate platform, Microsoft (MSFT) is currently priced at $487.66, with an intraday increase of 4.85%; Amazon (AMZN) is currently priced at $284.02, with an increase of 4.58%. Boosted by strong spot price increases, the trading and position sizes of related stock derivatives on the Gate platform have rapidly climbed. The latest data from Coinglass shows that the 24-hour contract trading volume for Gate MSFT reached $12.3705 million, surging by 211.64%; the 24-hour contract trading volume for Gate AMZNX reached $4.9566 million, soaring by 163.68%. Both trading increases rank among the top in similar stock derivatives on centralized exchanges (CEX).

According to Gate market data, Microsoft's intraday increase expanded to over 5%, with a cumulative rise of more than 25% over three days.

According to Goldman Sachs, it will include Applied Materials (AMAT.O), Delta Air Lines (DAL.N), Microsoft (MSFT.O), and United Parcel Service (UPS.N) in the list of stocks to buy with confidence. It will remove Broadcom (AVGO.O), Dick's Sporting Goods (DKS.N), Johnson & Johnson (JNJ.N), and ServiceNow from that list.

According to Gate market data, after the US stock market opened, Microsoft's gains expanded to over 15%, expected to create the largest single-day increase since March 2020.On Wednesday, after the US stock market closed, Microsoft announced its financial report for the fourth quarter of fiscal year 2026, with revenue of $90 billion, an 18% year-on-year increase. The growth rate of Azure and other cloud services rose from 40% in the previous quarter to 43%. CEO Satya Nadella stated that Azure's full-year revenue "exceeded $100 billion," growing by 41%, marking the first time this business has crossed the $100 billion threshold.

According to Jinshi reports, Microsoft plans to maintain a multimodal strategy, allowing customers to use models from OpenAI or Anthropic in a way that better meets their needs.

According to Jinshi News, Microsoft is considering offering some internally developed AI models with open weights.

The second largest institutional real estate asset management company in Europe, Swiss Life Asset Managers, disclosed that its holdings of MicroStrategy shares increased by 38%, currently holding a total of 37,889 shares, valued at 3.55 million dollars.