Crypto Pulse

Overview On July 28, Bitcoin pulled back on the opening day of the Federal Open Market Committee (FOMC) meeting. Per TradingKey's market data, Bitcoin traded near $63,316 early in the US session, down about 2.49% over 24 hours and about 4.61% over seven days. The pre-decision volatility is not the result of a sudden piece of bad news but of the market positioning in advance for a binary outcome. The Fed releases its rate decision on July 29, and per the CME FedWatch tool, the probability of no c

Executive Summary:Alphabet NASDAQ:GOOGL fell as much as 7% on July 23 despite revenue growing 24% to $119.8 billion, well above the $116.9 billion consensusAdjusted EPS came in at $9.11 against a $2.88 estimate, though roughly $99 billion of that figure came from paper gains on Anthropic and SpaceX stakes, not operationsGoogle Cloud revenue surged 82%, with operating income roughly tripling year over year, and its backlog nearly doubled to as much as $514 billionFull-year 2026 capex guidance was

Executive Summary:Apple NASDAQ:AAPL hit an all-time high of $334.99 on July 17, 2026, its 15th intraday record of the year, lifting market value to nearly $5 trillionThe stock is up 20% year to date, adding more than half a trillion dollars in market value in July aloneHSBC upgraded Apple from Hold to Buy on July 17, raising its target from $260 to $366, calling the company at "an operational turning point"Citi separately raised its target to $365, citing record $31 billion Services revenue, whi

Executive Summary:Reddit NYSE:RDDT fell 9.18% on July 23 after the Wall Street Journal reported the company is reconsidering its AI content licensing deal with GoogleShares are trading near $170, having broken below the 50-day EMA ($186.05) and 200-day EMA ($175.92), with a daily low of $166.1314-day RSI sits near 31, close to oversold, while support levels stack at $166.10, $152.62, and $139.88Wall Street's price target range is unusually wide, from $110 to $300, averaging around $221, even as

Overview After ChangXin Memory Technologies (CXMT) surged 466% on its July 27 STAR Market debut to become China's most valuable listed company, a more fundamental question moves to the front: whether China's largest DRAM maker can genuinely challenge the memory triopoly of Samsung, SK Hynix and Micron. The market's excitement rests on two facts, namely Q1 2026 revenue up 719% year over year and an AI-driven memory super-cycle. But a capital-market valuation and industrial competitive reality are

Overview On July 27, China's largest DRAM maker ChangXin Memory Technologies (CXMT) listed on the Shanghai STAR Market and closed up 466% from its 8.66 yuan offer price at 49.00 yuan, giving it a market value of about 3.28 trillion yuan (about $488 billion) and making it the most valuable listed company on China's A-share market, surpassing Industrial and Commercial Bank of China. This is no ordinary first-day pop. Three forces converged on a single day: the AI data center memory-inflation cycle

US Stock Earnings This Week: Microsoft, Meta, Apple and Amazon Face the AI Spending Test as the Fed DecidesFour of the largest U.S. technology companies will report earnings within two days this week. Microsoft and Meta report after the market closes on Wednesday, July 29. Apple and Amazon follow after Thursday’s close. The Federal Reserve will also announce its interest-rate decision on Wednesday afternoon. That combination makes this one of the most important weeks of the second-quarter earnin

Overview On July 27, China's memory-chip maker ChangXin Memory Technologies (CXMT) surged on its Shanghai STAR Market trading debut, turning a company familiar mostly to semiconductor insiders into the single most valuable listed firm on China's A-share market overnight. Per China Daily, by the midday break the stock was up about 531% from its 8.66 yuan offer price to 54.65 yuan, giving it a market value of 3.66 trillion yuan (about $541 billion), overtaking Industrial and Commercial Bank of Chi

Overview In the second half of July, several long-dormant early Bitcoin wallets reactivated on-chain within days of each other, pulling the market's attention back to an old question: whether ultra-low-cost coins sitting on multiples of unrealized profit are about to become real sell-side supply. Per Arkham tracking relayed by KuCoin, a wallet labeled "356my" that had not moved since October 2018 transferred 2,931 BTC to a new address on July 13, worth about $188 million at the roughly $64,000 p

Overview The US Bureau of Economic Analysis releases its second-quarter GDP advance estimate on July 30, and the same batch of data carries the inflation gauge the Federal Reserve watches most closely, June core personal consumption expenditures (core PCE). The market's focus is specific: growth and inflation, arriving together, will decide whether the soft-landing narrative still holds. Per the Philadelphia Fed's survey of professional forecasters, Q2 real GDP growth is projected near 2.1%, whi