美股开盘AI概念股普跌，Teradyne跌超6.88%
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In pre-market trading on the US stock market, semiconductor, memory, and optical communication sectors continued their decline, with Micron and SanDisk both falling by more than 5%.
According to Mars Finance, on July 8th, based on BIT (bit.com) market data, semiconductor stocks generally fell in pre-market trading in the US. Marvell Technology (MRVL) fell 4.46%, Arm (ARM) fell 3.51%, Intel (INTC) fell 3.47%, Lam Research (LRCX) fell 3.11%, and Applied Materials (AMAT) fell 2.85%. The memory sector saw the largest declines, with SanDisk (SNDK) falling 5.59%, Micron Technology (MU) falling 5.28%, Western Digital (WDC) falling 4.53%, and Seagate Technology (STX) falling 4.19%. Optical communication concept stocks also came under pressure, with Astera Labs (ALAB) down 4.57%, Applied Optoelectronics (AAOI) down 4.47%, Credo (CRDO) down 4.42%, Corning (GLW) down 4.22%, Ciena (CIEN) down 3.69%, and Coherent (COHR) down 3.44%.
Trump appears to be shill to buy Dell, seemingly to thank Micron.
Odaily Odaily reports that US President Trump stated he would buy Dell and wanted to thank Micron. Dell (DELL.N) shares surged over 3% in the short term following Trump's call to buy Dell. (Golden Ten)
Micron Technology and Ford Motor Company Sign Strategic Agreement
According to market sources, Micron Technology (MU.O) and Ford Motor Company (FN) have signed a strategic agreement to strengthen long-term storage supply and industry resilience. (Odaily)
The world's first fully automated robotic pharmacy has been launched, securing $12.6 million in funding to accelerate its commercialization.
Mars Finance reports that Queue, a California-based startup, recently launched the world's first fully automated robotic pharmacy. This technology comes at a time of severe labor shortages and a growing "pharmacy desert" in the United States. Simultaneously, the company announced it has successfully raised $12.6 million, which will be used to accelerate the research and deployment of the automated system. (Cailian Press)
"Derui Pharma" completes $52 million Series B financing.
Mars Finance reports that Derui Pharma, a technology company focused on AI-driven new drug development, has announced the completion of a $52 million Series B financing round, with multiple investment institutions and industry funds participating. Kaicheng Capital served as the exclusive financial advisor for this round. The funds raised will be primarily invested in the in-depth technological iteration of the company's self-developed full-chain AI pharmaceutical engine, MAP (Molecule Arts Platform), continuously improving its multi-agent collaborative system and clinical data-in-the-Loop. Simultaneously, the company will advance the Phase III clinical development and commercialization of its self-developed oral GLP-1RA small molecule MDR-001, accelerating the expansion of its differentiated innovative drug pipeline.
Citigroup predicts a mixed outlook for US chip stocks: bullish on Micron Technology, bearish on Qualcomm.
According to Mars Finance, Citigroup analysts stated in a research report: "Given the expected rise in DRAM chip prices in the second half of 2026, Micron Technology is on the 'upside catalyst' watchlist; meanwhile, Qualcomm is on the 'downside catalyst' watchlist due to weak smartphone sales growth." The analysts added, "Fundamentally, the demand for AI computing remains in a state of supply shortage, as reflected in the recent 20% price increase of AWS EC2 GPUs. DRAM shortage is currently the biggest constraint on computing power supply." (Cailian Press)