On July 30, Nvidia rose 1.82% in pre-market trading, TSMC up 2.79%, Broadcom up 1.67%, SK Hynix up 3.21%, Micron Technology up 3.64%, AMD up 4.29%, Intel up 2.71%, ASML up 3.94%, Lam Research up 9.20%, Arm Holdings up 0.91%, SanDisk up 6.11%, Marvell Technology up 3.78%, Western Digital up 4.95%, Seagate Technology up 4.27%.

According to market sources: MicroStrategy (ticker: $MSTR) will hold its Q2 2026 earnings conference call today at 5:00 PM ET (5:00 AM Beijing Time on July 31). The call will disclose three core areas: financial performance, digital products and business model progress, and capital market strategy. Since the same period last year's earnings call, MicroStrategy has added a cumulative 214,984 bitcoins to its holdings, bringing its total holdings to 843,775 bitcoins.

According to market sources, Russia has added Telegram founder Pavel Durov to its list of extremists and terrorists.

On July 30, the U.S. stock storage sector strengthened in pre-market trading. Micron Technology rose 3.52% pre-market, SK Hynix rose 3.07%, SanDisk rose 6.30%, Western Digital rose 4.28%, and Seagate Technology rose 4.22%.

On July 30, Microsoft's pre-market gains expanded to over 10%. In the fourth fiscal quarter, Microsoft's Azure cloud business grew 43% year-over-year, far exceeding expectations, and AI monetization is entering an accelerated track.

On July 30, the Bank of England's baseline forecast showed that as the energy price shock gradually transmits to the broader economy, the UK's annual inflation rate will remain above the 2% inflation target until the fourth quarter of 2027. In a more moderate scenario, the Bank of England expects inflation to fall below the 2% target in the third quarter of next year. However, in a more adverse scenario, the Bank of England's model indicates that inflation could rise above 4% early next year and stay above 2% until 2029. The latest UK data shows that last month, the annual inflation rate fell to 2.6%, a larger decline than market expectations.

July 30 news: A report from JPMorgan's Global Market Intelligence team indicates that its U.S. Tactical Positioning Monitor has triggered a buy signal for the S&P 500 index, as current U.S. stock positioning has fallen to levels that offer contrarian value. Historical data shows that after similar positioning shifts, the S&P 500 has averaged a gain of approximately 3% over the next 20 trading days. The report suggests that falling Treasury yields, a weaker dollar, solid corporate earnings, easing tensions in the Middle East, and the Federal Reserve's expected decision to maintain interest rates will collectively support near-term U.S. stock performance. However, the report also warns that overcrowded semiconductor positions and the U.S.-Iran situation remain key risk factors. (Bloomberg)

On July 30, according to CCTV Finance, after the U.S. stock market closed on the 29th local time, Meta disclosed its second-quarter earnings report for 2026. Although quarterly revenue slightly exceeded expectations, net profit fell by 14%, and the massive AI capital expenditure squeezed cash flow, causing the company's stock price to drop over 8% in after-hours trading. In the earnings report, Meta adjusted its full-year capital expenditure forecast range to $130 billion to $145 billion, compared to the previous forecast of $125 billion to $145 billion. The sharp increase in AI capital expenditure has hurt the company's profitability and severely squeezed cash flow. Meta's free cash flow in the second quarter fell to its lowest level in nearly four years, reaching only $784 million. Facing market concerns, Meta CEO Zuckerberg stated in the earnings conference call on the 29th that the company's current massive investment is aimed at seizing the AI infrastructure window, and the returns will gradually materialize through multiple paths, including improvements in the core advertising business, enterprise services, and computing power leasing. When mentioning the possibility of "selling computing power," Zuckerberg said that Meta has received a large number of quotes for computing power, with prices far exceeding the company's procurement costs. However, Zuckerberg stated that merely selling computing power to obtain short-term profits is foolish, and a "significant portion" of Meta's computing power will be used to drive its own models and products.

On July 30, traders increased their bets on the Bank of England raising interest rates, with market pricing indicating a 39-basis-point hike by the end of the year.

On July 30, the Bank of England kept its policy rate unchanged at 3.75% for the fifth consecutive meeting, in line with market expectations. (Jin Shi)