On July 3, according to market news, Kioxia and SanDisk have started production of their 10th generation 3D flash memory products at the Fab2 facility in North China.

On July 3, according to official data from HypeStrat, the Hyperliquid ecosystem company has accumulated the purchase of 600,000 HYPE tokens over the past 7 days, valued at approximately $40.6 million. During the same period, the company's cash position decreased by about $36 million. As the current mNAV is close to or below 1, the company has not issued new shares and still holds approximately $149.4 million in cash reserves.

On July 3, in response to news that Meta plans to sell AI computing power and model access to external clients, Deutsche Bank believes this does not indicate a weakening of Meta's frontier models or 'superintelligence' strategy. Instead, it is more likely that Meta is monetizing older, non-core, or temporarily idle computing power while retaining the latest generation chips for internal training. This move is expected to shift market concerns about Meta's 'high capital expenditures and limited revenue returns' towards a reassessment of its new high-profit revenue options. According to Deutsche Bank's estimates, by the end of 2027, Meta's AI-related computing power could reach between 8 to 11.5 GW, with approximately 1.2 to 2.7 GW available for external sale. Assuming 75% of this capacity is sold, with annual revenue of $10 billion to $15 billion per GW, Meta could generate an additional revenue of $9 billion to $30 billion by 2027, which is 3% to 10% higher than market expectations, with a baseline scenario of about $17.5 billion.

On July 3, Bank of America raised its target for the STOXX 600 index for the end of 2026 from 590 points to 630 points.

On July 3, Binance announced that its full-margin leverage, unified account model, and unified account professional version have added 15 bStocks tokens as eligible collateral assets. The tokens include Circle (CRCLB), Micron (MUB), NVIDIA (NVDAB), Sandisk (SNDKB), Tesla (TSLAB), SpaceX (SPCXB), AMD (AMDB), iShares MSCI South Korea ETF (EWYB), Intel (INTCB), Strategy (MSTRB), Lumentum (LITEB), Meta (METAB), Microsoft (MSFTB), Palantir (PLTRB), and Invesco QQQ Trust (QQQB). Corresponding bStocks trading pairs have also opened for leveraged trading, and eligible users can now use these bStocks tokens as margin collateral.

On July 3, documents from the Hong Kong Stock Exchange revealed that Tencent Holdings repurchased 1.1 million shares at a cost of HKD 500.9 million.

On July 3, Digital China announced that its subsidiary, Beijing Digital KunTai Information Technology Co., Ltd., has won the procurement project for Huawei intelligent computing servers from a large state-owned commercial bank, with an estimated procurement amount of 371 million yuan (to be settled based on actual costs). The supplied products for the project will be Digital KunTai supernode servers, and successful implementation is expected to have a positive impact on the company's information technology application innovation business and overall operational performance. Currently, the project has not yet signed a formal contract, which introduces a degree of uncertainty.

On July 3, JPMorgan's latest 'Data Center Observations' report indicated that in June, the usage of large models, API spending, and GPU rental prices from non-cloud vendors all strengthened simultaneously, suggesting that the demand for AI infrastructure continues to expand. Although the price of model tokens has continued to decline year-on-year, the growth in usage has clearly offset the impact of price reductions, leading to an overall improvement in the unit economics for model providers.

On July 3, Binance announced that its full-margin leverage, unified account model, and unified account professional version have added 15 bStocks tokens as eligible collateral assets. The tokens include Circle (CRCLB), Micron (MUB), NVIDIA (NVDAB), Sandisk (SNDKB), Tesla (TSLAB), SpaceX (SPCXB), AMD (AMDB), iShares MSCI South Korea ETF (EWYB), Intel (INTCB), Strategy (MSTRB), Lumentum (LITEB), Meta (METAB), Microsoft (MSFTB), Palantir (PLTRB), and Invesco QQQ Trust (QQQB). Corresponding bStocks trading pairs have also opened for leveraged trading, and eligible users can now use these bStocks tokens as margin collateral.

On July 3, Meta is reportedly considering a partnership with Samsung Electronics to produce custom artificial intelligence chips valued at approximately 100 trillion won. If the collaboration is finalized, it would become one of the significant AI orders for Samsung's foundry business. The two parties have not yet officially announced the partnership.