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.

Coinbase CEO Brian Armstrong has shockingly acknowledged that the company made a mistake when it shifted attention toward content coins and promoted its crypto social app Zora before later moving on to AI products.

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.

Circle won an arbitration case after blocking Tether-backed Heka Funds from its USDC platform over suspected market manipulation and avoided paying a US$49 million damages claim. The ruling also ordered Heka to pay about US$166,000 in legal costs, with the dispute becoming public through court filings in July 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.

关于L2网络，Robinhood Chain再次印证了一个事实：它们为以太坊回馈的价值微乎其微。

Stripe and Advent International have offered to buy PayPal for more than US$53 billion, offering US$60.50 per share backed by US$50 billion in financing. The proposal would see both firms jointly own PayPal, but there is no guarantee the takeover will go ahead.

为什么代币化股票（而不是模因币）将帮助 Robinhood 在 2030 年实现 100 亿美元以上的收入。

Stripe and private equity firm Advent International have reportedly offered to acquire PayPal Holdings in a $53 billion deal, a move that would unite two of the payments industry's biggest stablecoin initiatives as competition intensifies across digital finance.

长鑫存储是何来头？CMXT溢价水平为何比SpaceX更疯狂？逾6倍的溢价合理吗？

7月14日，Coinbase针对中国大陆居民的实名认证规则出现实质性松动。

2026 年 5 月，稳定币总市值突破 3200 亿美元。USDC 流通量冲到 781 亿美元，比 IPO 前又上了一个大台阶。

DeepSeek has started preparing for a mainland China IPO that could be filed in late 2026 or early 2027 while seeking another funding round at a valuation of about US$71 billion.