1. SK Hynix's US ADR offering received oversubscription;2. Bubblemaps: 94% of 110,000 ANSEM holding addresses are in profit;3. Samsung Electronics' Q2 operating profit reached 89.4 trillion won, 6% above market expectations;4. Strategy sold 3,588 BTC last week, valued at over $220 million;5. Trump seemingly urged: Go buy Dell, want to thank Micron;6. Trump responded on whether "Trump account" includes Bitcoin: It could happen;7. Citigroup predicts divergence in U.S. chip stock outlooks: bullish on Micron, bearish on Qualcomm;8. Nvidia denied rumors of Kyber delay: product roadmap remains unaffected.

Odaily Planet Daily News A Nvidia spokesperson responded that the company's product roadmap remains unaffected. Earlier, research institution SemiAnalysis claimed that Nvidia's next-generation AI computing architecture, Kyber, might face a 12-month delay in its release until 2028 due to R&D setbacks. The architecture was originally planned for the next-generation Rubin Ultra GPU. Mizuho Securities analyst Jordan Klein stated that the market has repeatedly seen similar rumors about delays in Nvidia's new products, and such news is more akin to "eye-catching noise."With limited impact from the rumors, Nvidia's stock price still rose about 1.2% during Monday's trading session. Kyber is regarded as a significant upgrade to Nvidia's data center architecture, adopting a brand-new vertical rack design to enhance computing density and reduce network latency. It is also expected to drive demand in the data center co-packaged optics (CPO) supply chain. (Jin Shi)

Odaily Odaily reports that investors need to pay close attention to the following key financial news from the U.S. stock market:1. The three major U.S. stock index futures are mixed. Dow Jones futures fell 0.13%, S&P 500 futures rose 0.41%, and Nasdaq 100 futures rose 1.17%.2. International oil prices fluctuated narrowly. WTI crude oil futures fell 0.76% to $68.167 per barrel; Brent crude oil futures fell 0.71% to $71.605 per barrel.3. International spot gold and silver prices fell broadly. Spot gold fell 0.69% to $4,145.79 per ounce; spot silver fell 0.66% to $61.95 per ounce.4. Semiconductor research firm SemiAnalysis pointed out in a report that Nvidia's Kyber NVL144 rack architecture may face delays. The firm attributed this to "significant manufacturing challenges still being faced for the PCB midplane" and expects the delivery to be postponed until 2028.5. Broadcom will develop custom ASIC chip products for Apple, with both parties agreeing to expand their technical collaboration through 2031. Broadcom's pre-market trading rose over 4%.6. The President and Chief Operating Officer of SpaceX will donate a portion of SpaceX shares to the "Trump Account" as part of the "Invest in America" initiative.7. SK Hynix has officially initiated the promotion process for its U.S. IPO. The size of this ADR issuance is approximately $28 billion, potentially ranking it among the top three largest IPOs in global history.

1. Samsung's earnings become a key test for the AI chip market trend, with Q2 operating profit expected to surge 18 times;2. Smart money collectively buys on Mexico not winning in regular time, with top positions generating a total profit of $20.3 million;3. Trump to meet Zelensky and the Syrian president during the NATO summit;4. SemiAnalysis: NVIDIA Kyber NVL144 delayed by over 12 months, release postponed to 2028;5. Clarity Act not signed into law on July 4, with August 7 becoming a key deadline;6. Spot gold hits a two-week high, surpassing $4,200 per ounce;7. Polymarket World Cup winner prediction market trading volume exceeds $3.9 billion, with France's championship probability rising to 35.1%;8. Garrett Jin adds to ZEC short positions, holding positions worth $15.08 million with an unrealized loss of $530,000.

Odaily reports that SemiAnalysis posted on X, stating that just three months after Jensen's GTC demonstration of the Kyber NVL144, the product has encountered a major setback and is delayed by more than 12 months, with its launch postponed to 2028. NVIDIA's NVL72x2 back-to-back rack architecture has also been cancelled, thereby limiting the expansion domain of the Rubin Ultra.

Odaily reported that, according to PeckShieldAlert monitoring, the address labeled as the KyberSwap attacker has again transferred 2,000 ETH to Tornado Cash. Over the past two years, the attacker has laundered a total of 16,100 ETH (approximately $40 million) through this mixer, accounting for over 80% of the $48.8 million stolen in the November 2023 attack.

Odaily Odaily reports that SemiAnalysis, a semiconductor and AI infrastructure research institution, has released its latest research report stating that two key technology roadmaps for AI data centers have faced significant delays. The mass production timelines for both NVIDIA's native 800V DC architecture and CPO (Co-Packaged Optics) technology are behind market expectations.The report indicates that the shipment timeline for the 800V DC power architecture, which NVIDIA originally planned to adopt on a large scale, has been pushed back to 2028, contrary to earlier market expectations. Meanwhile, CPO shipment volumes in 2027 are expected to be lower than market forecasts, with mass production potentially delayed to 2028-2029, primarily due to factors such as optical engine connection yield rates, ASIC integration challenges, and cost constraints.SemiAnalysis believes that the 400V DC solution will still begin volume shipments as planned in 2026, and some NPO projects may accelerate. However, the supply chains for power systems, switches, and optical modules that rely on new platforms like Rubin Ultra and Kyber will face delay pressure. The report maintains a relatively positive outlook on companies such as Amphenol, Vertiv, and Legrand, while adopting a more cautious stance on Lumentum, Himax, Navitas, and Wolfspeed.

Odaily reports, according to Arkham monitoring, the Kyber Network hacker is transferring stolen funds into Tornado Cash. The hacker, Andean Medjedovic, stole $48.8 million from KyberSwap in late 2023. He had also previously attacked Indexed Finance and stolen $16.5 million. He was indicted by the FBI in 2025.

Odaily News The market landscape for DEX aggregators on Ethereum is shifting, moving from a structure dominated by a single protocol in the past to a more fragmented competitive landscape.Currently, Kyber Network holds the top position with approximately 31% market share, followed closely by CowSwap at around 22%, while 1inch's share has dropped from about 30% to 15%.Analysis suggests this change is related to the ebb of early liquidity mining incentives and also reflects a gradual shift in user behavior from being "incentive-driven" to being driven by "real trading experience."It is worth noting that the statistics only include transactions initiated directly through the aggregators and do not fully reflect the actual influence of protocols serving as underlying routing infrastructure.

According to Lookonchain, a wallet (0x3EBF) associated with the Indexed Finance and Kyber Network attackers has resumed activity after a year of dormancy, dumping 226,961 UNI (US$1.36 million), 33,215 LINK (US$410,000), 845,806 CRV (US$328,000), and 525 YFI (US$17,500).