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U.S. stock market pre-market highlights: SK Hynix ADR oversubscribed, plans to raise about $28 billion; NVIDIA’s next-generation Rubin Ultra mass production delayed to 2028; Broadcom–Apple agreement extended to 2031; Micron expands its Hiroshima plant, adding 1γ DRAM and HBM capacity; Tesla June sales in the United Kingdom up 42.02% to 12,403 vehicles; Kioxia/SanDisk northbound Fab2 starts 10th-generation 3D NAND production; Micron–Ford sign a strategic agreement; equipment and storage stocks broadly rise, with KLAC up more than 6% and SanDisk and Western Digital up more than 5%; spot gold, silver, and oil edge lower.

BlockBeats: BitMine added 42,197 Ethereum last week, with total holdings of 5,742,237, accounting for approximately 4.8% of the supply. Total assets are about $11.1 billion, including $527 million in cash and securities, 206 Bitcoin, $180 million in Beast Industries equity, and a $71 million investment in Eightco Holdings (ORBS). As of July 5, staked ETH was 4,879,157, accounting for 85%, with a staking value of about $8.8 billion and an annualized yield of approximately $235 million.

BlockBeats news: On July 6, according to Bit.com market data, the U.S. stock semiconductor equipment sector surged before the market opened, including:

Applied Materials (AMAT) up 5.05%;
Onto Innovation (ONTO) up 4.15%;
Lam Research (LRCX) up 5.03%;
KLA Corporation (KLAC) up 5.41%;
Teradyne (TER) up

BlockBeats News: On July 6, according to U.S. Securities and Exchange Commission filings, Broadcom (AVGO.O) and Apple (AAPL.O) have expanded their technology cooperation to 2031 through a new multi-year agreement. Broadcom will develop and supply a range of custom ASIC silicon products for the manufacturing of multiple generations of Apple products.

Or, driven by positive news, Broadcom’s U.S. stocks rose before the market opened, now up more than 4%.

BlockBeats news, July 6, according to official news from Strive, the company purchased 17.76 Bitcoin last week, and currently holds a total of 19,882 BTC.

More notably, in the second quarter of 2026, Strive increased its Bitcoin holdings by 6,236 BTC, achieving a 24.0% "BTC yield," generating a "BTC gain" of 3,264 BTC, with an end-of-quarter leverage ratio of 67.2%.

BlockBeats news, July 6, Goldman Sachs intensively raised target prices for multiple stocks in the semiconductor and storage sectors: raised AMD's target price from $450 to $640 and reiterated a "buy" rating; raised Qualcomm's target price from $145 to $180; significantly raised Western Digital's target price from $400 to $650; raised SanDisk's target price from $1,200 to $2,200.

Strategy released data showing that as of July 5, its dollar reserves stood at $2.55 billion; from June 29 to June 30, it sold 1,363 bitcoins, cashing out approximately $80.8 million, and from July 1 to July 5, it sold another 2,225 bitcoins, cashing out approximately $135.2 million. The book value of digital assets in the second quarter was $49.67 billion, with an unrealized loss of $8.32 billion, and the second-quarter performance also included an unrealized loss of $8.31 billion.

BlockBeats reports that Strategy officially stated it has sold 3,588 Bitcoin, cashing out $216 million to pay dividends on digital credit securities. As of July 5, its Bitcoin reserves have dropped to 843,775 coins, with a U.S. dollar reserve of $2.55 billion. This is the second reduction this year, indicating that amid price pressure and widening unrealized losses, the company is selling some Bitcoin to maintain dividends.

BlockBeats News, July 6, according to BIT(bit.com) market data, MSTR turned from gains to losses in pre-market trading, now down 2.79%. On the news front, Strategy confirmed that it sold 3,588 BTC last week, cashing out $216 million to pay dividends on digital credit securities.

BlockBeats News, July 6, according to market sources, last week Strategy's Bitcoin holdings decreased by 3,588 BTC compared to the previous period, valued at approximately $225.6 million, with total holdings now dropping to 843,775 BTC.

BlockBeats news, July 6, Goldman Sachs significantly raised AMD's target price from $450 to $640 and reiterated its 'Buy' rating.


Market views believe that AMD is benefiting from the growth in server chip demand driven by the expansion of AI data centers, becoming one of the key beneficiaries in the AI semiconductor field.

Goldman Sachs' latest research report states that the Korean stock market in the second half of the year may be driven by AI memory leaders such as Samsung and SK Hynix, spreading to industries including energy, raw materials, and industrial manufacturing, as overseas funds are deploying into the AI industry chain and related opportunities. The report points out that the rise in margin balances is due to the net value growth of leveraged ETFs, and household assets remain dominated by real estate, cash, and overseas stocks, leaving room for incremental funds in the Korean stock market. It forecasts that net profits of Korean companies will grow by 320% year-on-year in 2026 and by approximately 35% in 2027; maintaining a KOSPI target of 12,000 points, with over 20% upside potential over the next 12 months, but market volatility may increase.

Sberbank plans to launch crypto wallets and digital asset custody as early as December after the new digital asset law takes effect, integrating them into the Sberbank Online and SberInvestments platforms. The new regulations will establish a licensing system for crypto trading, custody, fiat currency exchange, and cross-border settlements, with an annual transaction limit of approximately 300k rubles for ordinary investors. Major banks such as VTB and T-Bank are also preparing digital asset custody services.

BlockBeats news, July 6 — According to OnchainLens monitoring, the smart money address "0x15a," which had been dormant for months, deposited $1 million USDC into Hyperliquid and opened a 40x leveraged long position of 200 BTC, with a position value of approximately $12.58 million.

The address's last on-chain activity was in March this year, and its cumulative historical profit from perpetual contracts stands at approximately $2.28 million.

BlockBeats news, July 6, according to BIT (bit.com) market data, U.S. storage sector stocks rose in pre-market trading, with: Seagate Technology (STX) up 3.26%; Western Digital (WDC) up 4.15%; SanDisk (SNDK) up 4.81%; Micron Technology (MU) up 3.02%.

BlockBeats news, July 6, SK Hynix's U.S. ADR listing receives oversubscription, and SK Hynix will stop accepting subscriptions at 4:00 p.m. New York time on July 8.

BlockBeats reports that SK Hynix has launched its U.S. stock listing roadshow this week, planning to issue approximately 17.79 million American depositary receipts, valued at about $28 billion based on its closing price in South Korea, with trading expected to begin on July 10. This will become one of the largest new stock issuances in history, with an amount possibly close to that of Saudi Aramco's IPO in 2019.

BlockBeats news, on July 6, Bank of America released data stating that in June, 53% of large-cap actively managed funds outperformed their benchmark indices, while mid- and small-cap active funds performed even better, with outperformance rates of 71% and 91%, respectively.
Bank of America pointed out that in the first half of 2026, benefiting from the strong rally in semiconductor stocks, growth-style funds overall outperformed value-style funds; while value-style funds, due to their lower allocation to semiconductor stocks, lagged behind.

BlockBeats News, July 6 — According to Token Terminal data, the Invesco-managed tokenized U.S. Treasury fund USTB saw an approximately 300% quarter-over-quarter increase in deposits into Aave in the second quarter. USTB is managed by Invesco and issued based on Superstate’s FundOS transfer agency and tokenization infrastructure, indicating that real-world assets (RWA) and