According to CNBC, Amazon, IQVIA Holdings and Vertiv Holdings are among the S&P 500 companies with the strongest recent upward revisions in earnings estimates ahead of next week's peak earnings period. More than 150 S&P 500 companies are set to report in the coming week, including Apple, Microsoft, Meta Platforms and Amazon on Wednesday and Thursday. Amazon is scheduled to report on Thursday and sits at the top of the screen after analysts boosted earnings estimates by more than 400% in the past 90 days. Truist Securities reiterated a buy rating and set a $320 price target, implying 38% upside from Friday's close, while analyst Youssef Squali said investors remain focused on AWS and expects sequential acceleration in year-over-year growth for a fifth consecutive quarter. IQVIA is due to report on Tuesday, with Deutsche Bank's Justin Bowers saying the stock has lagged because of what he called misplaced fears about the company's business mix and the threat from AI and machine learning. Deutsche Bank set a $240 price target, or 15% upside, and said recent industry checks and improving biotech funding and Biopharma M&A point to a cyclical recovery in demand. Vertiv is set to report on Wednesday after analysts raised EPS estimates 393% in the past three months. Baird initiated coverage with an outperform rating and a $370 price target, implying 27% upside, and said Vertiv's alignment with NVIDIA supports innovation visibility. Shares are up almost 80% in 2026.

According to CNBC, demand for Imax 70 mm screenings of Christopher Nolan's 'The Odyssey' has surged, with adult opening-weekend tickets averaging $27.77, or 81% more than the average cost of admission across formats. Imax CEO Richard Gelfond said on a conference call that an average 70 mm-equipped screen generated $153,000 in box office during opening weekend, and that the film will run for months. Imax lists 25 U.S. theaters and 16 international locations showing the format, while Cinemark said demand in states including Colorado and Texas is exceptionally strong and Regal said the film became its top Imax 70 mm title. The Indiana State Museum's Imax 70 mm theater added an extra week in August due to historic demand, and Imax said it sold more than 10,000 collectible popcorn buckets tied to the film.

Alexander Bublik's win probability in Polymarket's Generali Open match market against Quentin Halys fell sharply to 38.5% from 57.5% one hour earlier, a 19 percentage-point drop. According to ChainCatcher, the move was flagged by Catcher Predict monitoring, which noted that related breaking news may be affecting the market.

Baking temperatures are set to sweep the central US from the Rocky Mountains to the Mississippi River and later reach the Gulf Coast for the rest of the month, according to Bloomberg. The pattern is expected to boost energy demand and test regional power grids, while the East remains cool.

OpenAI said issues affecting ChatGPT and Codex have been fixed after a broad outage that caused elevated error rates for more than 1 hour. According to ChainCatcher, the disruption had affected both services before being resolved.

According to CNBC, Google artificial intelligence chief Jeff Dean’s remarks about distillation have become part of a wider debate in Silicon Valley and Washington over whether the technique poses a national security risk and helps China close the gap in the AI race. The discussion intensified after Chinese lab Moonshot AI released Kimi K3, which users quickly found competitive with leading commercial AI models from Anthropic and OpenAI. Some U.S. officials have said Moonshot’s progress reflects distillation, and White House advisor Michael Kratsios posted on X that Moonshot AI distilled Anthropic’s Fable model to develop K3. More than 20 companies, including Nvidia, Microsoft, Meta and Palantir, signed a letter urging policymakers not to impose premature restrictions on open-weight AI models that could weaken competition or push innovation overseas. Anthropic has said its Claude capabilities were being distilled on an industrial scale by Chinese firms DeepSeek, Moonshot and MiniMax, while OpenAI and Anthropic have banned distilling in their terms of service.

Chips, South Korea, Choi Tae-won's divorce case concludes: Unveiling the succession story behind SK Hynix's trillion-dollar empire. Golden Finance: When Hynix becomes a geopolitical asset, succession is no longer a family matter.

Citigroup analysis suggests that the return on investment (ROI) in the AI ​​industry is rapidly shifting towards the infrastructure layer, and future competitive advantages will shift from acquiring computing power to efficiency and proprietary data.

Michael Howell, founder of CrossBorder Capital and known as the "King of Liquidity," appeared on the show "What Bitcoin Did" to discuss the global liquidity cycle and its impact on assets such as Bitcoin and gold.

On July 24, Nvidia CEO Jensen Huang posted his first tweet on the social media platform X, which was an open letter initiated by a16z and jointly signed by Nvidia, Perplexity AI, Ollam, and several other technology companies.

Artificial intelligence, technology, Fields Medal winner Wang Hong also published in NeurIPS. Golden Finance, huh? Newly minted Fields Medal winner Wang Hong, also crossed over into AI?

A significant open letter was forwarded, jointly issued by 25 US tech giants including Microsoft, Meta, IBM, and Palantir.

Morgan Stanley analyst Jonas points out that many investors expect SpaceX's stock price to fall to $100 after the first batch of restricted shares are released.

Currently, more than ten companies are building custom wallets specifically for AI agents. What are they pursuing? And what are the potential ultimate returns?

Jinse Finance launches its cryptocurrency and blockchain industry daily news bulletin, "Jinse at 8 AM," issue 3130, providing you with the latest and fastest news on the digital currency and blockchain industry.

Decentralization, Robinhood, Robinhood's high-risk bet: Bringing millions of ordinary users into centralized finance. Golden Finance: Robinhood aims to be the gateway for retail users to access the blockchain.