Photon Stock Guru: Kimi K3 Boasts Enormous Parameter Count, Cloud Hosting Platform Companies Likely to Benefit

French gambling regulator ANJ announced on July 17 that Polymarket’s website will be blocked in France, following its November 2024 ban on financial transactions with the platform. The ANJ stated that the site’s ongoing operation—with real-time updated odds for various events—qualifies as advertising. Even after banning French accounts from conducting trades on Polymarket, accesses to the platform from French internet addresses have continued to rise, reaching 578,751 visits in June.

According to The New York Times, Meta Platforms is in talks with Anthropic over a computing power leasing agreement, with the potential deal size reaching up to $10 billion for a two-year term. The negotiations remain in the early stages. Additionally, market data from BIT (bit.com) shows Meta's share decline has narrowed to 3%.

Serenity posted a statement noting that their portfolio suffered a 49.4% drawdown this month, with main holdings concentrated in AI bottleneck sectors including memory, photonics, robotics, and upstream semiconductors. Serenity acknowledged pressure from the short-term market crash, but maintained that the volatility stems from liquidity and leverage rather than a breakdown in the structural growth logic of these fields.

According to BIT (bit.com) market data, US AI stocks swung lower then higher after today’s US market opened, with SK Hynix ADR leading gains, surging over 7% to $164. Other notable movers include Micron (+3.63%), Dell (+1.47%), and Marvell (MRVL, +0.96%). CPO, storage, and neocloud-related stocks also rebounded, with LITE up 4.44%, SanDisk rising 5.87%, and NBIS gaining 5.84%. AI infrastructure stocks have yet to turn negative, though their declines have eased: Applied Materials (AMAT) fell 2.72% and Lam Research (LRCX) dropped 0.63%.

ASML Holding, the Dutch semiconductor giant, will issue a one-time €20,000 (approximately $22,862) bonus to all its global employees. Fueled by record-high sales driven by surging artificial intelligence (AI) demand, the company has joined a growing cohort of chip firms in sharing performance gains with staff. The firm will grant stock awards to its global workforce on January 1, 2027, provided employees remain employed throughout the vesting period, with the awards fully vested by early 2030. The move comes as the global AI boom has sent demand for ASML’s products soaring. Earlier, chipmakers including Samsung Electronics and SK Hynix have also awarded bonuses to their employees. As AI infrastructure investments generate massive returns, an increasing number of the most benefiting firms are facing pressure to distribute more profits to their staff. In May this year, TSMC also committed to boosting average profit sharing for its employees by over 30% this year.

According to an official announcement, Binance has listed Aerodrome (AERO) on its leverage, Binance Earn, one-click buy, flash swap, and VIP borrow services. Cross and isolated margin will add AERO as a borrowable asset, and launch AERO/USDT and AERO/USDC cross and isolated margin trading pairs at 00:00 (GMT+8) on July 18, 2026.