sam

According to Jinshi reports, Anthropic CEO Dario Amodei announced that they have signed a supply agreement with Samsung Electronics and SK Hynix.Bloomberg recently reported that senior officials from the South Korean presidential office revealed that Samsung Electronics and SK Hynix will sign agreements involving substantial funds with top American technology companies during Lee Jae-myung's visit. The related cooperation is expected to include long-term storage chip supply contracts, strategic investment partnerships, and memorandums of understanding, with specific scales to be disclosed after the companies officially announce them.Lee Jae-myung will arrive in San Francisco on Friday local time and attend the artificial intelligence summit, where he will hold talks with leaders of American technology companies, including NVIDIA CEO Jensen Huang, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, and Broadcom CEO Hock Tan.

According to Business Insider, Alphabet's total number of employees increased from 187,103 to 198,933 in the year ending June 30, 2026, with a net increase of 11,830 people. Among them, the increase in Q2 2026 alone exceeded 4,000 people, accounting for more than one-third of the total net increase over the past year, marking the largest quarterly increase in recent years. The company's revenue during the same period was $119.8 billion, a year-on-year increase of 24%.Previously, Google laid off 12,000 employees in a one-time action in 2023, followed by several rounds of small-scale adjustments. Last week, about 4,500 employees jointly submitted a petition to CEO Sundar Pichai, requesting stronger layoff protections. Alphabet stated that it will prioritize the long-term development of AI and has raised its capital expenditure expectations for 2026 to $195 billion to $205 billion, citing that the demand for AI infrastructure continues to exceed available capacity.

According to South Korean media Daum, data from the Korea Exchange shows that from July 20 to 23, foreign investors net purchased the South Korean stock market for four consecutive trading days, with a total net purchase of 55.74 trillion won, marking the first consecutive four-day net inflow since April. Among them, Samsung Electronics and SK Hynix became the main recipients of funds, with net purchases of 17.3 trillion won and 27.6 trillion won, respectively, totaling 44.8 trillion won, accounting for over 80% of the total net purchases by foreign investors during the same period. The market believes that tech giants like Google continue to raise their AI capital expenditure expectations, improving the demand outlook for HBM and server DRAM, coupled with the increased attractiveness of the two companies after prior valuation adjustments, driving foreign investment to focus on leading South Korean memory chip manufacturers.

According to Token Terminal data, the market value of tokenized stocks reached a record $2.3 billion in mid-July, nearly doubling since it first surpassed $1 billion in March. On July 21, the circulating volume of Ondo Finance's tokenized stocks (514.5 million shares) and the number of holders (93,880), the tokenized market value of Backed Finance ($579.4 million), and the number of tokenized stocks on Robinhood Chain (126,720 shares) and the number of holders (36,170) all hit historical highs.The tokenized stock exchange Arcus launched by the dYdX team recorded a daily perpetual contract trading volume of $11.9 million and a new high of $6.8 million in open contracts on the same day. By chain distribution, Ethereum accounts for 34% of the tokenized stock market share, BNB Chain accounts for 30%, and Solana accounts for 23%. Ondo Finance leads with an on-chain stock scale of $955 million and recently collaborated with Japan's SBI Group to tokenize Japanese stocks, enabling 24/7 minting, redemption, and voting rights features. xStocks surpassed a cumulative trading volume of $25 billion within eight months of its launch. Ondo executives previously estimated that the market value of tokenized stocks would reach $2.5 to $3 billion by the end of the year.

According to Digital Today, Samsung Electronics announced at the Galaxy Unpacked 2026 event that Samsung Wallet plans to introduce support for stablecoins, integrating payments, rewards, and digital assets into a unified service. Samsung stated that this will be one of the first models among major smartphone brands to support stablecoins as a native feature.Samsung Wallet has expanded from a payment tool to a digital hub that can store keys, identification, and boarding passes. The event also launched the first financial service based on Samsung Wallet—the Samsung Galaxy Card, which will be launched in the United States in collaboration with Barclays and Visa. Samsung claims that its Knox security platform protects sensitive information through end-to-end encryption.

Insiders reveal that Samsung is in talks to participate in a new round of financing for the artificial intelligence startup Mistral, which could value Mistral at around 20 billion euros. This move will help the French company become a major alternative to American tech giants.One insider stated that Samsung had previously supported the company through its venture capital division and may invest about 1 billion euros in this new round of financing. This discussion reflects that AI developers are widely seeking to establish partnerships with semiconductor suppliers to address the situation where the demand for computing power in the industry far exceeds supply. Following the Trump administration's ban last month on foreign users accessing Anthropic's latest Mythos and Fable models, interest from European and Asian companies and governments in alternatives to leading American AI models has been steadily increasing. Since its establishment, Mistral has focused on developing open-source AI models that allow customers customization and control, meaning that no company or government can shut down these models.

The Korean stock market's semiconductor concept stocks are actively traded, and the market's attention to related assets continues to rise. According to data from the Gate platform, Samsung Electronics (005930) is currently priced at $175.14, with a 24-hour increase of 6.14%; SK Hynix (000660) is currently priced at $1241.59, with a 24-hour increase of 4.08%.CoinGlass data shows that trading in Gate-related stock derivatives is active, with the Gate SKHX contract's open interest reaching $37.73 million and a 24-hour trading volume of $88.09 million; the Gate SAMSUNG contract's open interest is $2.63 million, with a 24-hour trading volume of $7.75 million, both ranking among the industry's top.Gate stocks have established a 7×24 hour trading service system covering the three core markets of US stocks, Hong Kong stocks, and Korean stocks, supporting over 10,000 US stocks and ETFs, more than 1,500 Hong Kong stocks, and over 1,000 Korean stocks, totaling coverage of more than 12,500 stocks and ETF assets globally.Users can participate in global stock investments through Gate's unified account using USDT, supporting fractional share trading starting from a minimum of 0.01 shares, and enjoying stock dividend rights. The platform also supports cross-brokerage transfer of US and Hong Kong stocks and company actions such as stock splits and consolidations, further optimizing the stock investment service experience.

According to Jinshi reports, Samuel Tombs of Pantheon pointed out that the University of Michigan Consumer Confidence Index rose from 49.5 in June to 54.4, exceeding economists' expectations of 50.5, but still below last year's average level. He stated that the decline in inflation expectations provides some comfort to the Federal Reserve, although Chairman Waller's tough rhetoric failed to further lower expectations.At the same time, the "lack of leverage" for workers means that the likelihood of wage growth rising due to the recent overall inflation rebound is very low.

According to Onchain Lens, an address deposited $17 million into Hyperliquid to open long positions on Bitcoin and Samsung-related contracts. Currently, the address holds about 20 BTC long positions with a notional value of approximately $1.26 million, as well as about 7,600 SMSN long positions with a notional value of approximately $1.2 million.

According to Gate market data, South Korea's semiconductor leader SK Hynix (000660) is currently priced at $1245.42, down 11.52%; Samsung Electronics (005930) is currently priced at $172.47, down 8.76%, with the semiconductor sector overall weakening. According to CoinGlass data, the SKHYNIX contract open interest on the Gate platform reached $26.36 million, with a 24-hour trading volume of $56.49 million; the SAMSUNG contract open interest reached $2.67 million, with a 24-hour trading volume of $5.40 million, with related indicators ranking among the industry's top.

Binance contracts will update the funding rate settlement frequency for SKHYNIXUSDT, SAMSUNGUSDT, and HYUNDAIUSDT perpetual contracts on July 15, 2026, at 00:15, changing from once every eight hours to once every four hours, with the funding rate upper/lower limit adjusted to ± 0.5%.

Bitmine Chairman Tom Lee posted on the X platform that traditional finance (TradFi) and the cryptocurrency market "will eventually become one market."This statement stems from his interaction with Carrie Presley, the head of distribution at Fundstrat Capital—who recalled expressing strong optimism about ETH and blockchain to Tom Lee during an interview about six years ago, to which Tom Lee acknowledged and reaffirmed his long-term bullish stance.

According to Gate market data, the South Korean KOSPI index rose over 5%, Samsung Electronics surged 6.5%, and SK Hynix increased by 2.7%.

According to official news, Gate ETF will launch SAMSUNG3L/USDT, SAMSUNG3S/USDT, AMD3L/USDT, and AMD3S/USDT on July 9 at 15:00 (UTC+8), supporting 3x long/short positions on SAMSUNG (Samsung Electronics) and AMD (Advanced Micro Devices). Gate ETF currently supports trading of 362 types of tokens.In addition, Gate ETF will hold an ETF new trading challenge from July 9 at 15:00 to July 18 at 15:00 (UTC+8). Users participating in SAMSUNG3L/3S and AMD3L/3S trading can share a reward of 50,000 USDT.

According to Onchain Lens monitoring, a certain whale has concentrated approximately 5.85 million dollars worth of HYPE and LIT assets into the same wallet, and the funds may have been accumulated through Galaxy Digital.The transferred assets include 78,100 HYPE (worth about 5.25 million dollars) and 263,700 LIT (worth about 601,000 dollars).

According to official news, the Gate gStocks section will launch 11 gStocks tokenized securities for spot trading on July 8 at 16:00 (UTC+8): SKHYNIXG (SK Hynix), SAMSUNGG (Samsung Electronics), MRVLG (Marvell Technology), AAPLG (Apple), GOOGLG (Google), AVGOG (Broadcom), LLYG (Eli Lilly), BRKBG (Berkshire Hathaway Class B), JPMG (JPMorgan Chase), WMTG (Walmart), and VG (Visa). gStocks tokenized securities products have a 1:1 fully native reserve, providing a one-stop solution for 24/7 securities trading.

According to Caixin, Samsung Electronics stated that it will sell shares worth 345 billion won for employee compensation payments.

According to Gelonghui, Samsung Electronics disclosed in its preliminary earnings report that its operating profit for the period from April to June this year is expected to reach 89.4 trillion won, approximately 58.4 billion dollars, setting a new quarterly historical record, with a quarter-on-quarter increase of 56%, surpassing analysts' previous average expectation of 84.2 trillion won.During the same period, Samsung Electronics' revenue is expected to reach 171 trillion won, exceeding the market estimate of 169.2 trillion won, and growing approximately 129% compared to the same period last year. The company plans to announce its complete financial report on July 30, at which time it will disclose net profit and classified data for each business segment.The report states that Samsung Electronics' quarterly operating profit has surpassed NVIDIA, making it the company with the highest quarterly operating profit in the world. The image shows that in the ranking of quarterly operating profits among major tech companies, Samsung Electronics ranks first with 58.4 billion dollars, NVIDIA ranks second with 53.5 billion dollars, Alphabet (Google) ranks third with 39.7 billion dollars, Microsoft ranks fourth with 38.4 billion dollars, and Apple ranks fifth with 35.9 billion dollars.

According to an official announcement from Samsung Electronics, it has officially disclosed its performance guidance for the second quarter of 2026. Based on the Korean International Financial Reporting Standards (K-IFRS), Samsung Electronics expects consolidated sales for the quarter to be approximately 171 trillion won (with an estimated range of 170 trillion to 172 trillion won) and consolidated operating profit to be around 89.4 trillion won (with an estimated range of 89.3 trillion to 89.5 trillion won).Data shows that compared to the same period last year, Samsung Electronics achieved a significant leap in performance for this quarter. In comparison, its consolidated sales for the second quarter of 2025 were 74.57 trillion won, and operating profit was 4.68 trillion won; in the previous quarter (the first quarter of 2026), its sales were 133.87 trillion won, and operating profit was 57.23 trillion won.This strong performance is mainly attributed to the ongoing artificial intelligence boom, which has driven a surge in demand and price increases for high bandwidth memory (HBM) and other advanced storage chips. It is reported that Samsung Electronics will release a detailed complete financial report later this month.