Market forecasters predict the Nasdaq 100 may experience volatility in the second half of the year, with AI trading momentum slowing.
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US pre-market news highlights: EDA giants focus on AI chip design; SpaceX officially included in the Nasdaq 100 index; Analysts say AI computing power demand is far from peaking.
Mars Finance reports the following key financial news from the US stock market that investors should pay attention to: 1. US stock index futures showed mixed results. Dow Jones futures rose 0.29%, S&P 500 futures fell 0.15%, and Nasdaq 100 futures fell 0.94%. 2. International oil prices rose slightly. WTI crude oil futures rose 0.61% to $68.967 per barrel; Brent crude oil futures rose 0.74% to $72.526 per barrel. 3. International gold and silver spot prices fluctuated narrowly. Spot gold rose 0.03% to $4166.01 per ounce; spot silver fell 0.64% to $61.62 per ounce. 4. European stock indices all fell. The UK FTSE 100 rose 0.47%, the French CAC 40 rose 0.20%, and the German DAX 30 fell 0.63%. 5. EDA giant Synopsys informed more than 10 chip manufacturers, including Samsung Electronics and SK Hynix, in April and May that it would "suspend" some of its wafer fab manufacturing analysis software, shifting resources to the more profitable AI chip design business. 6. SpaceX, owned by Elon Musk, was officially included in the Nasdaq 100 index today, becoming the first company in the index with a space business at its core. JPMorgan Chase estimates its weight in the index at approximately 1.3%. Wall Street generally gave it an "initial bullish" rating, with a target price as high as $800. 7. Google invested over €400 million in Proxima Fusion, a European nuclear fusion "unicorn" company, with the aim of building a commercial fusion power plant by the 2030s. 8. Anthropic announced a 20-year AI data center lease agreement with AI data center operator TeraWulf. The project has a capacity of approximately 401 megawatts and is expected to be operational in the second half of 2027, reaching full capacity in early 2028. 9. A recent report from semiconductor research firm SemiAnalysis indicates that AI computing power demand is far from peaking. The firm predicts that Meta computing power procurement will accelerate, and capital expenditure may increase significantly next year. 10. Walmart and its Sam's Club announced price reductions on thousands of popular summer items and everyday essentials across the United States. 11. Microsoft raised its Microsoft 365 Enterprise subscription fee earlier this month, with increases ranging from 8% to 33%. Personal and Education versions are currently unaffected. (Cailian Press)
Data: Signa platform users have created 854 World Cup-related prediction markets.
According to Foresight News , Signa's latest data shows that the popularity of the 2026 FIFA World Cup-themed prediction market continues to rise as the World Cup knockout stages unfold. To date, platform users have created 854 World Cup-related prediction markets. The cumulative trading volume has reached $788,400, with 6,200 trades completed. The number of participating users has increased to 3,620, and the total value locked (TVL) has reached $755,100. Signa stated that the World Cup is becoming a significant catalyst for the growth of the prediction market, and that more innovative marketing and interactive activities centered around the tournament and trending events will be launched in the future to bring users a richer experience.
SpaceX was officially included in the Nasdaq 100 index this week; historical warnings point to post-inclusion volatility. TeraWulf's Q1 HPC leasing revenue surpassed mining's high-margin annualized revenue of $630 million for the first time.
According to ChainCatcher and BBX data, the world's largest IPO completed its index inclusion milestone yesterday, marking a historic turning point in the valuation logic of mining companies' AI transformation. Key developments are as follows: SpaceX, Inc. (NASDAQ: $SPCX) was officially included in the Nasdaq 100 index this week, becoming the first company in history to have its largest single IPO ($75 billion) included in the Nasdaq 100. CoinDesk also issued a historic warning: "The previous two largest additions to the index—Palantir ($PLTR) in December 2024 and Strategy ($MSTR) in early 2025—both experienced a period of decline after inclusion, rather than initiating a new round of growth." Analysts pointed out that passive funds tracking the Nasdaq 100 completed a "forced buy" at the time of inclusion, and without new fundamental catalysts, the stock price often corrects after the technical buying subsides. SpaceX currently faces specific risks including: a net loss of approximately $4.27 billion in Q1 2026 (primarily due to xAI integration expenses), a $2 billion bond issuance plan, and a 3.4% equity dilution from the $60 billion acquisition of Cursor/Anysphere; Morningstar maintains its fair value estimate of $62 per share, implying a downside of approximately 70% from the current market price. For the market holding SpaceX Bitcoin (18,712 coins, approximately $1.2 billion, custodied in Coinbase Prime), Nasdaq 100 inclusion will trigger larger-scale SPCX holdings by passive funds, further narrowing the indirect exposure of traditional index investors to Bitcoin assets. According to the latest analysis, TeraWulf Inc. (NASDAQ: $WULF) reported $21 million in high-performance computing (HPC) leasing revenue in Q1 2026, accounting for approximately 62% of its total revenue of $34 million. This marks the first time TeraWulf has surpassed Bitcoin mining revenue—a historic reversal in revenue structure since its transformation into an AI/HPC infrastructure company. This represents a 117% increase compared to the $9.7 million in HPC revenue in Q4 2025. The company currently has AI/HPC leases totaling over 522 megawatts signed with Core42 and Fluidstack, with an expected annualized high-margin revenue of approximately $630 million. Its energy mix consists of nuclear power and hydropower, with an average electricity cost of approximately $0.035/kWh, among the lowest of its peers in the mining industry. The company is also developing a new campus in Kentucky, adding approximately 480 megawatts of grid connection capacity; analysts have significantly raised their target price range, with Keefe Bruyette & Woods from $23 to $37, and Clear...
Goooo receives strategic investment from Cipher 9, continuing to advance its global prediction market aggregation and intelligent execution infrastructure development.
According to BlockBeats, on July 7th, Goooo secured a $2 million strategic investment from Cipher 9. This investment will support Goooo's continued development in areas such as prediction market aggregation, probabilistic data integration, and AI-powered intelligent analysis and execution systems. This strategic investment from Cipher 9 will further enhance Goooo's resource support in product development, market expansion, ecosystem cooperation, and globalization, providing long-term assistance for Goooo's future prediction market infrastructure construction. Goooo positions itself as an AI-driven global prediction market aggregation and execution gateway, aiming to connect global prediction markets, external data, probabilistic information, and execution systems to provide users with an integrated prediction market experience from event discovery and probability comparison to intelligent execution. Goooo drives the prediction market from a decentralized platform structure to a unified infrastructure network through multi-market aggregation, a unified probabilistic view, cross-platform comparison, and intelligent routing execution. This strategic investment from Cipher 9 marks a new stage in Goooo's global prediction market infrastructure development.
Morgan Stanley Joins NEXTPredict as Prediction Markets Bet on 'More Institutional' Play
The bulk of prediction market trades are still sports bets, while valuations are predicated on rising institutional interest.
Bernstein Predicts $10 Trillion Prediction Market by 2035—10X Its Original Forecast
Bernstein now projects prediction markets will handle $10 trillion a year by 2035, up from its own $1 trillion by 2030 forecast made just five months ago.