Gate Insights and Crypto Market Analysis

Microsoft released two new models for public preview on July 23: MAI-Image-2.5-Pro and MAI-Voice-2-Flash. It also shared internal data showing that after the Customer Support Center switched to MAI-Voice-2-Flash, Hashrate costs fell by 89%. Microsoft CEO Satya Nadella said that when its own models match or surpass frontier alternatives, it routes traffic to MAI. Function positioning and pricing of MAI-Image-2.5-Pro and MAI-Voice-2-Flash MAI-Image-2.5-Pro is positioned for high-end image generati

Retail investors in South Korea bought 8 trillion won of SK Hynix stocks and 4.6 trillion won of Samsung Electronics stocks through July 23rd, according to trading data analysis by Korea Economic TV. The buying spree occurred as broadcaster Choi Hwa-jeong disclosed through YouTube channel 'Study

Tesla (TSLA) stock faced downward pressure after its Q2 2026 earnings report. Previously, the company said its Q2 free cash flow was -$3.3 billion and also announced planned 2026 capital expenditures of about $25 billion. Robotaxi currently operates in only four cities in Texas, far below the earlier goal of covering about half of the U.S. market by the end of 2025. UBS maintained a “Sell” rating for Tesla with a $352 price target. Tesla Q2 2026 Financial Results According to a Reuters report ci

Joseph Brusuelas, chief economist at RSM, stated that the Federal Reserve will hold interest rates steady at next week's meeting but will implement a rate hike in September. Brusuelas explained that rising US gasoline prices will amplify concerns about serious purchasing power issues among

Wells Fargo recommended short-term fixed income assets including US Treasury bonds, certificates of deposit (CDs), and money market funds (MMFs) as defensive portfolio options on the 23rd (local time), citing persistent inflation concerns and elevated interest rates. Brian Rehling, co-head of

On July 23, 2026, U.S. Eastern Time, Tesla’s (TSLA) stock price was hit by a fierce selloff. It plunged as much as 15% during the day and ultimately closed at $319.69, down 14.52%, marking the largest single-day decline since June 2025. As of July 24, Tesla was temporarily around $319.4. This selloff was not an isolated event—on the same day, Google fell nearly 7%, Amazon dropped more than 4%, Meta fell more than 3%, Microsoft fell more than 2%, and NVIDIA and Apple fell more than 1%. The U.S. t

The Korea Exchange activated a sell-side program trading circuit breaker (sidecar) in the KOSPI market at 11:23 AM on the 24th, as the index plunged amid rising oil prices and geopolitical tensions. The trigger came after KOSPI opened down 96.11 points (1.35%) at 7000.78, with KOSPI 200 futures

Google announced the new feature “Selfie for sign-in (selfie video sign-in)” on July 23 on its official blog, by Claire Forszt, Product Manager for Identity & Engagement, and John Gronberg, Director of Product Management. On that day, when users are locked out of their accounts or can’t receive SMS verification codes, they can record a new video, compare it with stored records, and replace older account recovery methods. Selfie video sign-in setup flow: Liveness detection mechanism Google’s “Sel

Alibaba Cloud announced on July 23 that its Zhenwu M890 super node has been successfully adapted to Qwen3.8, and it has gone live on Alibaba Cloud’s Bailian platform to provide model inference services. Alibaba said this makes it the first super node in China to successfully run a model with more than 2 trillion parameters. Alibaba has not yet disclosed a breakdown of Qwen3.8’s architecture or parameters, but the publicly released Qwen3 version is a mixture-of-experts model with a total of 235 b

LX Semicon disclosed on July 24 that its Q2 consolidated operating profit reached 22.006 billion won, a 115.1% increase compared to the same period last year and a 6.9% rise from the previous quarter. The South Korean display driver IC manufacturer's Q2 revenue totaled 401.153 billion won, up 6.0% y

Topsports (06110-HK) shares continued their downturn at the open on July 24, briefly trading at HK$1.29. The catalyst was a formal notice from Nike received on July 21: effective January 1, 2027, Topsports’ online sales business for Nike products in mainland China will be fully discontinued. Nike’s online sales account for about 22% of Topsports’ total revenue, with the related business size at approximately RMB 5.6 billion. Topsports’ market cap erodes by HK$3 billion, leaving about HK$9 billio

The U.S. Trade Representative (USTR) released a notice on final tariff measures at 1:23 p.m. Eastern Time on July 23, determining a 12.5% tariff on forced labor imports from South Korea under Section 301 of the Trade Act, and taking effect on July 24. On July 24, South Korea’s Ministry of Trade, Industry and Energy said it will negotiate with the United States to maintain the tariff rate cap previously agreed between the two sides, under which the total of the two “301 tariff measures” will not

April Bio completed a 340 billion won third-party capital increase with a consortium led by IMM Investment and TKG Huchemicals on the 23rd, one month after signing the stock purchase agreement on the 23rd of last month. TKG Huchemicals invested approximately 150 billion won to secure management

South Korean construction stocks Kumho Engineering & Construction and Namhwa Engineering & Construction declined sharply on the 24th after surging earlier this month on government mega-project announcements. As of 11:09 AM on the 24th, Kumho E&C traded down 8.94% at 10,290 won while Namhwa Engineeri

AMD unveiled its new AI accelerator, the Instinct MI455X, at its annual event “AMD Advancing AI 2026,” held on July 22 at the Moscone Convention Center in San Francisco, California. Compared with the previous-generation MI355X (with 8-layer stacked HBM3E and 288GB capacity), capacity is up 1.5x and speed is up 2.9x. HBM4 specs for AMD MI455X The HBM4 specs built into the MI455X are driven by the following key improvements: · Generation comparison (MI455X HBM4 vs MI355X HBM3E) · Number of stacked

Foreign investors net purchased approximately 6.2 trillion won in the Korean stock market (KOSPI) over four consecutive trading days from the 20th to the 23rd, marking a sharp reversal from massive sell-offs earlier in July. The buying surge intensified around Alphabet's earnings announcement,

Google (Alphabet) shares fell by about 4.5% after the release of the 2026 Q2 earnings report, even though Q2 total revenue reached $119.8 billion, beating analysts’ expectations. As reported by Ars Technica, this quarter’s capital expenditures (Capex)—mainly used for AI data centers—totaled $44.9 billion, directly causing Q2 free cash flow to come in at -$5.8 billion. Google Q2 2026 Earnings Breakdown by Segment Based on Google’s Q2 2026 earnings report, the key figures by business line are as f

Goldman Sachs chairman and CEO David Solomon said in an interview with Politico that he strongly supports advancing the CLARITY Act, so that it can establish some market structure and begin driving an innovation process. Solomon’s remarks put Goldman at odds with the broader stance of the banking industry, including JPMorgan CEO Jamie Dimon and multiple industry trade groups. Goldman CEO: The core value of the CLARITY Act lies in creating a level playing field In the Politico interview, Solomon’

Anthropic this week officially allows paid Claude users to run voice conversations on the Opus and Sonnet models. The upgrade also introduces Claude’s app connectors into voice mode, letting users access Gmail, Google Calendar, Slack, Canva, and Notion through voice. Supported languages expand to 11, including English, French, and more. Claude Voice Mode Upgrades from Haiku to Opus/Sonnet According to reports from TechCrunch and 9to5Mac, the core of this upgrade is a tier-level increase in the m

Hyundai Mobis reported bearing an additional cost burden exceeding 60 billion won in Q2 due to memory semiconductor prices rising faster than anticipated. CFO Kim Do-hyung stated during the Q2 earnings conference call held on the 24th that approximately 61.5 billion won in memory semiconductor price