美股盘前AI概念股普跌，MRVL上涨1.94
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Storage-related stocks generally rose in pre-market trading in the US, with MRVL up 3.52%.
According to data from Odaily Odaily, storage concept stocks generally rose in pre-market trading in the US, with MRVL up 3.52%, MU up 2.7%, AVGO up 1.79%, ANET up 1.26%, and AMD up 2.63%. MSX is a leading RWA trading platform that has listed hundreds of RWA tokens, including popular US stock and ETF tokens such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
Samsung surpasses Nvidia to become the world's most profitable company
According to Mars Finance, citing Gelongbao, Samsung Electronics disclosed in its preliminary earnings report that its operating profit for the April-June period is expected to reach 89.4 trillion won, approximately US$58.4 billion, setting a new quarterly record and representing a 56% increase compared to the previous quarter. This exceeds analysts' average expectation of 84.2 trillion won. During the same period, Samsung Electronics' revenue is expected to reach 171 trillion won, exceeding market expectations of 169.2 trillion won and representing a year-on-year increase of approximately 129%. The company plans to release its full financial report on July 30, at which time it will disclose net profit and data by business segment. The report states that Samsung Electronics' quarterly operating profit has surpassed Nvidia, making it the company with the highest quarterly operating profit globally. The chart shows that among major technology companies, Samsung Electronics ranked first with $58.4 billion in quarterly operating profit, Nvidia ranked second with $53.5 billion, Alphabet (Google) ranked third with $39.7 billion, Microsoft ranked fourth with $38.4 billion, and Apple ranked fifth with $35.9 billion.
Waller: Overly aggressive forward guidance could become an obstacle.
According to Mars Finance, as reported by Jinshi, Federal Reserve Governor Waller stated that forward guidance, if "too hawkish or rigid," could become an obstacle to policy implementation.
DWF Labs: Equity RWA perpetual contract open interest surpasses commodity open interest for the first time in June.
According to Foresight News , DWF Labs tweeted that equity RWA perpetual contract open interest (OI) surpassed commodities for the first time in June, becoming the largest category of RWA perpetual contracts. Equity RWA OI increased 7.9 times from $166 million at the beginning of the year to $1.3 billion, accounting for 35% of total RWA open interest that month; commodities followed closely with $1.2 billion. This growth was mainly driven by popular memory stocks such as SK Hynix, Micron, and SanDisk.
Nvidia's market value evaporated by $1 trillion in less than two months, with its valuation falling back to levels seen before the AI boom.
According to Mars Finance, after losing approximately $1 trillion in market capitalization in less than two months, Nvidia stock has hit its lowest level since the artificial intelligence (AI) boom fueled its surge. The chipmaker's graphics processing units (GPUs) still dominate the AI data center market. However, its share price has fallen 16% since hitting an all-time high on May 14th, prompting investors to adjust their AI trading strategies, selling Nvidia and investing in other semiconductor manufacturers, particularly those in the memory market. Data shows the sell-off has driven Nvidia's price-to-earnings ratio (P/E) to 18 based on its expected earnings over the next 12 months. The last time it reached such a low level was in early 2019. To better understand the depth of the decline, a comparison with benchmark stock indices shows that the S&P 500 has a forward P/E ratio of 20, and the Nasdaq 100 has a forward P/E ratio close to 23. (Cailian Press)
Opinion: Despite weak stock performance, the AI industry "still revolves around Nvidia".
According to BlockBeats, on July 7th, CNBC stock commentator Jim Cramer stated that despite recent weakening market sentiment towards Nvidia and continued pressure on its stock price, Nvidia remains the core of the AI industry. He believes the current market sell-off of Nvidia is excessive, with its forward price-to-earnings ratio falling to near its lowest level this year. He pointed out that while some companies, including the Chinese AI company DeepSeek, are developing their own AI chips, they still heavily rely on Nvidia technology, and he has not seen any indication that Nvidia will lose its industry-leading position. Furthermore, he stated that some investors recently sold Nvidia stock to free up funds for other technology stocks, including the recently listed SpaceX.