On July 30, Bitcoin broke above $65,000 per coin, driving a rally in crypto mining stocks. Cipher Digital and IREN surged over 24%, Core Scientific rose over 21%, Riot Platforms, CleanSpark, and Applied Digital gained over 19%, Hut 8 climbed over 17%, and MARA Holdings and TeraWulf rose over 16%. Morgan Stanley recently began covering several Bitcoin miners that have pivoted to become AI infrastructure providers, noting that companies with large grid-connected power assets will be well-positioned to capitalize on the surging demand for AI data centers. Morgan Stanley named Hut 8 as its top pick with a price target of $263, and set a $36 target for Riot Platforms, both rated 'Overweight.' Applied Digital received a 'Neutral' rating with a target of $36.50.

USD/JPY is poised to record its largest single-day drop since December 2022.

Market data shows UNI has broken above $4.3, currently trading at $4.27, with a 24-hour gain of 6.11%. The market is highly volatile; please exercise risk control. Previously, it was reported that after the Robinhood Chain fee switch was activated, over 140,000 UNI tokens have been repurchased.

On July 30, the U.S. dollar index fell 0.85% to 99.973 points.

On July 30, Qualcomm (QCOM.US) fell over 6% intraday, hitting a low of $146. According to reports, the company's third fiscal quarter revenue decreased 4% YoY to $9.95 billion, while net profit plummeted 25% YoY to $2 billion. The core pressure came from memory chip prices surging about 300% YoY, with mobile chip revenue sharply declining 20% to $5.1 billion. Looking ahead to the fourth fiscal quarter, the company expects revenue between $9.7 billion and $10.5 billion, with adjusted earnings per share between $2.05 and $2.25, below analysts' expectations of $2.36 to $2.38.

On July 30, USD/JPY plunged over 300 points, now at 159.19; the US Dollar Index (DXY) fell below the 100 mark for the first time since June 17, down 0.81% on the day. (Jin Shi)

July 30 news, Thailand Futures Exchange: Announces suspension of USD/JPY futures trading. (Jin Shi)

On July 30, the yen rapidly appreciated in short-term trading, sparking intervention speculation. As of press time, USD/JPY and EUR/JPY both fell approximately 350 pips, GBP/JPY fell about 400 pips, CAD/JPY fell over 200 pips, and AUD/JPY fell over 150 pips.

On July 30, the Philadelphia Semiconductor Index rose over 5%. TSMC rose over 5%, SK Hynix and Micron Technology rose over 9%, Intel rose over 6%, ASML rose over 5%, SanDisk rose over 16%, Western Digital rose over 12%, and Seagate Technology rose over 14%.

On July 30, spot gold broke through $4,100 per ounce, up 0.84% on the day.