According to Jin10, Madison Faller, global investment strategist at J.P. Morgan Private Bank, stated that investors should look beyond tech giants and consider the entire artificial intelligence supply chain. "The AI story is not confined to a single industry; we are really focused on capital-intensive and hard-to-replace assets," she said, specifically mentioning semiconductors, infrastructure, utilities, and industrials. Faller noted that strong earnings performance from tech companies can coexist with broader market profit growth. She added that in the current earnings season, profits are expected to grow in 10 of the 11 sectors covered by the S&P 500 Index. The J.P. Morgan team expects the S&P 500 Index to deliver nearly 10% total returns over the next year. They also expect mid-single-digit returns for European large-cap stocks. Faller emphasized that bank stocks are a noteworthy investment option in the region, given improving fundamentals and increased dividends and share buybacks.

Economist Nouriel Roubini has warned that inflation remains the biggest risk to markets, driven by geopolitical tensions, deglobalization, and increased government spending. According to ChainCatcher, Roubini stated that if the U.S. Consumer Price Index (CPI) reaches 5% to 6%, the 10-year U.S. Treasury yield could approach 8%, the highest level since 1994 and a significant rise from the current level of around 4.58%.

Italy's technical director Paolo Maldini is determined to offer Gianluigi Buffon a primary role within the Azzurri, according to Yahoo Sports. The report, citing La Gazzetta dello Sport, states Buffon will be offered a position within Club Italia, the body overseeing national team activities from youth to senior levels. Buffon resigned after Italy's World Cup play-off final defeat to Bosnia and Herzegovina in March, alongside Gennaro Gattuso and FIGC President Gabriele Gravina. Maldini is expected to contact Buffon soon.

Antonio Conte praised former strikers Harry Kane and Lautaro Martinez ahead of their World Cup semifinal meeting, according to Yahoo Sports. Conte, who coached Kane at Tottenham and Martinez at Inter Milan, described Kane as "almost a No.10" and said Martinez "shifts the balance" for Argentina. The winner of the match will face Spain in the final.

أقر الرئيس التنفيذي لشركة Coinbase، برايان أرمسترونج، بشكل صادم بأن الشركة ارتكبت خطأً عندما حولت انتباهها نحو العملات الرقمية للمحتوى وروّجت لتطبيقها الاجتماعي للعملات المشفرة Zora قبل أن تنتقل لاحقًا إلى منتجات الذكاء الاصطناعي.

India's central bank and the UAE's central bank held talks on foreign exchange deposits. According to Jin10, the discussions were reported by market sources.

فازت شركة سيركل بقضية تحكيم بعد حظرها صناديق هيكا المدعومة من تيثر من منصتها لعملة USDC، وذلك للاشتباه في تلاعبها بالسوق، وتجنبت بذلك دفع تعويضات بقيمة 49 مليون دولار أمريكي. كما ألزم الحكم شركة هيكا بدفع حوالي 166 ألف دولار أمريكي كرسوم قانونية، وقد أصبح النزاع علنيًا من خلال ملفات المحكمة في يوليو 2026.

According to Jin10, Citi has lowered its price target for Microsoft (MSFT.O) to $570 from $620.

According to Lianhe Zaobao citing AFP and Axios, analysts and Gulf sources indicate that Yemen's Houthi rebels and Saudi Arabia appear on the verge of reigniting conflict after the Houthis claimed their first major attack on Saudi Arabia since 2022, signaling that the war between the US and Iran is spreading and could further destabilize the Middle East. On Monday, July 13, the Houthis struck Abha International Airport in southern Saudi Arabia in retaliation for an earlier attack by Yemen's internationally recognized government on Sanaa International Airport, which is controlled by the Houthis. The Yemeni government said it targeted Sanaa airport to prevent Iranian planes from landing, while the Houthis accused Saudi Arabia of backing the government. A Gulf source told AFP that Saudi Arabia is preparing to retaliate after the attack on Abha airport, as Saudi civilian infrastructure is a red line for Riyadh. Houthi political bureau member Farah warned on Monday that if the situation escalates, the Bab el-Mandeb Strait and the Strait of Hormuz could both be closed, potentially sending oil prices soaring to $200 per barrel. Separately, Iran has intensified attacks on Oman in an effort to control the Strait of Hormuz, prompting stronger protests from the traditionally neutral Oman. Iran has targeted vessels using Omani routes, drawing US retaliation and Iranian reprisal attacks on Gulf states including Oman. Analysts note that despite targeting Gulf states with missiles and drones, Iran has not attacked Israel, likely to avoid giving Israel a pretext for a larger conflict.

According to Lianhe Zaobao citing Reuters and AFP, the US House of Representatives passed a bill on Tuesday (July 14) to make daylight saving time permanent nationwide. The Sunshine Protection Act passed with 308 votes in favor and 117 against. If approved by the Senate, Americans would no longer need to adjust clocks twice a year. President Donald Trump has publicly urged Congress to pass the bill. The legislation has been sent to the Senate for consideration, but its prospects remain highly uncertain. Senator Tom Cotton of Arkansas has expressed concerns about potential negative consequences, including dark and dangerous morning commutes in some regions. A senior congressional aide said Cotton still holds the same concerns and will ask Senate Majority Leader John Thune not to bring the bill to a vote.

The office of former Iranian President Mahmoud Ahmadinejad issued a statement on July 14, denying a New York Times report that he had been placed under house arrest and had been in contact with Israeli intelligence agencies. According to Jin10, the statement described the report as "false" and a "Hollywood-style fiction." The New York Times reported on July 13 that Israeli intelligence had contacted Ahmadinejad and moved him to a "safe location" after the first U.S.-Israeli strikes on Tehran. The report also claimed that Ahmadinejad later left that location and was placed under house arrest by Iranian authorities. In response, Ahmadinejad's office called the report "fake news" and "absurd," accusing it of exploiting Iran's current sensitive situation to confuse public opinion and wage psychological warfare against the entire Iranian nation. As of now, U.S., Israeli, and Iranian officials have not publicly confirmed the New York Times report. Ahmadinejad served as President of Iran from 2005 to 2013.

فيما يتعلق بشبكات الطبقة الثانية، تؤكد سلسلة Robinhood مرة أخرى حقيقة أنها تساهم بقيمة ضئيلة في إيثيريوم.

عرضت شركتا سترايب وأدفنت إنترناشونال شراء باي بال مقابل أكثر من 53 مليار دولار أمريكي، حيث بلغ سعر السهم 60.50 دولارًا أمريكيًا، مدعومًا بتمويل قدره 50 مليار دولار أمريكي. وبموجب هذا العرض، ستمتلك الشركتان باي بال بشكل مشترك، ولكن لا يوجد ما يضمن إتمام عملية الاستحواذ.

لماذا ستساعد الأسهم المُرمّزة (بدلاً من الميمات) شركة روبن هود على تحقيق إيرادات تتجاوز 10 مليارات دولار بحلول عام 2030.

وبحسب التقارير، فقد عرضت شركة Stripe وشركة الأسهم الخاصة Advent International الاستحواذ على شركة PayPal Holdings في صفقة بقيمة 53 مليار دولار، وهي خطوة من شأنها أن توحد اثنين من أكبر مبادرات العملات المستقرة في صناعة المدفوعات مع اشتداد المنافسة في مجال التمويل الرقمي.

ما هي خلفية شركة Changxin Memory؟ ولماذا يُعدّ سعر الخدمة المميزة فيها باهظاً للغاية مقارنةً بسعر SpaceX؟ هل يُعتبر سعرٌ يزيد عن ستة أضعاف معقولاً؟

في 14 يوليو، قامت منصة Coinbase بتخفيف كبير لقواعد التحقق من الاسم الحقيقي لسكان البر الرئيسي للصين.

في مايو 2026، تجاوزت القيمة السوقية الإجمالية للعملات المستقرة 320 مليار دولار. وارتفع المعروض المتداول من عملة USDC إلى 78.1 مليار دولار، وهو ارتفاع ملحوظ مقارنة بمستواه قبل طرحها للاكتتاب العام.

بدأت شركة DeepSeek الاستعداد لطرح أسهمها للاكتتاب العام في البر الرئيسي للصين والذي يمكن تقديمه في أواخر عام 2026 أو أوائل عام 2027، بينما تسعى في الوقت نفسه إلى جولة تمويل أخرى بقيمة تبلغ حوالي 71 مليار دولار أمريكي.