Crude oil prices have extended their slump to a fresh recent low, as a major whale opened a $35.7 million short position on crude oil with 3x leverage.

According to monitoring by Onchain Lens, BlackRock has just deposited 2,400 BTC (valued at approximately $147.6 million) into Coinbase, and may continue transferring more Bitcoin.

Morgan Stanley said it raised Micron Technology (MU.O)’s price target from $1,050.00 to $1,200.00, upgraded Qualcomm (QCOM.O)’s rating from "Underweight" to "Neutral" and lifted its price target from $146.00 to $231.00.

According to Bitget's market data, SpaceX's pre-market US stock price rose 5.25%, currently trading at $162.66.

According to Oman's state news agency, Oman's Foreign Minister stated that future arrangements for the Strait of Hormuz will not involve transit fees.

Critini Research analyst Jukan said that if DDR memory supply rises in the future, DDR prices will face downward pressure. Manufacturers can hedge this risk by shifting part of their DDR production capacity to HBM (High Bandwidth Memory) capacity, thus preventing a sharp crash in the overall memory market. In other words, even if DDR5 prices eventually "return to normal" and fall back to previous levels — though he believes current DDR prices have likely become the new normal — this does not mean the entire memory chip market will collapse as a result. The reason is that the massive demand for HBM will continue to absorb production capacity originally earmarked for general-purpose DRAM, thereby providing support that limits further declines in memory prices.

According to Bank of America (BofA) estimates, the global server CPU-related semiconductor manufacturing market is projected to expand from $15 billion in 2025 to $49 billion in 2028. The share of outsourced production will rise from 52% to 71%, reflecting the growing core position of pure-play foundries represented by TSMC in the high-end CPU sector. The scarcity of advanced process node capacity, paired with parallel volume growth across multiple clients and architectures, makes the foundry segment the most certain beneficiary in this current industry upcycle. BofA forecasts that the server CPU-related packaging and testing market will grow from $1.9 billion in 2025 to $9.6 billion in 2028, with its share of the advanced packaging market increasing from 11% to 24%. The bank has also raised valuation expectations for supply chain leaders including TSMC and ASE Group, noting that advanced processes and advanced packaging remain the most high-barrier segments in the industry chain.