상장한 지 불과 몇 주 만에 스페이스X의 시가총액은 최고치 대비 1조 달러 이상 증발했으며, 주가는 공모가인 135달러를 밑돌았다.

Lebanon's Parliament Speaker said the immediate priority is for the Israeli regime to fully withdraw from Lebanese territory and end its occupation. According to Jin10, the statement was reported by the Iranian Labour News Agency (ILNA).

Barcelona midfielder Fermin Lopez will travel to the United States to support Spain at the 2026 FIFA World Cup final despite missing the tournament with a fractured fifth metatarsal in his right foot, according to Yahoo Sports reported. He is expected to be at MetLife Stadium in New Jersey for Sunday’s showdown with Argentina after receiving an invitation from the Royal Spanish Football Federation, which is also recognising players who helped Spain qualify. Fermin is set to travel alongside Alvaro Morata, and several players from Spain’s qualification campaign, along with members of the 2010 World Cup-winning squad, are also expected in New Jersey.

Foresight News reported that an address bought BRIAN at a peak price of $0.01311 per token yesterday, spending $179,000. According to Foresight News, the position is now showing an unrealized loss of $159,000.

Turkey’s military and diplomatic leverage has become more valuable to its Western allies as the Ukraine and Iran wars continue, according to Bloomberg. The article says the conflicts have reminded partners of Ankara’s strategic strength.

US stocks closed lower Friday with the Dow Jones down 0.77%, the S&P 500 down 1.01%, and the Nasdaq down 1.4% as AI concept stocks sold off broadly across the session. The VIX volatility index — Wall Street's fear gauge — surged 12.19%, confirming that Friday's decline was not a measured correction but a fear-driven selloff with institutional hedging activity accelerating into the close. Intuitive Surgical led individual declines at 14.15%, followed by Cadence down 9.47%, Synopsys down 7.85%, Astera Labs down 5.04%, and Baidu down 4.95%. The AI Selloff Broadens — From Semiconductors to Software and Robotics Friday's AI concept stock declines extend the semiconductor selloff that began earlier in the week into adjacent sectors — from hardware into EDA software, robotics-assisted surgery, and networking infrastructure. The breadth matters: when the AI selloff was confined to pure semiconductor names like TSMC, Kioxia, and SK Hynix, it could be read as a supply-chain valuation reassessment specific to chip capex. When Intuitive Surgical — a surgical robotics company — falls 14.15% on the same day, the selloff is being applied across every company whose valuation premium is attributed to AI-adjacent growth potential regardless of sector. Intuitive Surgical's 14.15% decline is the sharpest individual move of the session and the most unexpected — the company's Da Vinci surgical robot platform has been a beneficiary of AI-enhanced precision surgery narratives rather than a direct semiconductor capex play. A 14% single-session decline suggests either a significant earnings or guidance miss, or a rerating of the AI premium that had been applied to robotics and automation companies across the board. Cadence's 9.47% drop and Synopsys's 7.85% decline are more directly interpretable — both are electronic design automation software companies whose revenue depends on semiconductor design activity. As the market questions whether the $725 billion in hyperscaler AI infrastructure spending will generate sufficient returns, the companies whose software enables chip design are directly exposed to any reduction in chip design activity. The Philadelphia Semiconductor Index's 19% decline from its June peak is now being transmitted into the EDA software ecosystem. Astera Labs — down 5.04% — is a connectivity solutions company whose PCIe and CXL interconnect chips are core AI data center infrastructure components. Baidu — down 4.95% — reflects both the US-China friction risk introduced by Trump's election interference allegations and the broader questioning of Chinese AI application revenue conversion that the global AI ROI reassessment is generating. VIX at +12.19% — Institutional Hedging Accelerates The VIX's 12.19% single-session surge is the most important market microstructure signal from Friday's close. VIX spikes of this magnitude reflect institutional portfolio managers actively purchasing put options and volatility protection at the close — a behavior that indicates professional money managers are positioning for continued downside rather than treating Friday's decline as a buying opportunity. The VIX at elevated levels heading into the weekend creates a self-reinforcing dynamic: higher VIX raises the cost of equity exposure, encouraging further de-risking at Monday's open, which sustains selling pressure into next week. The combination of VIX +12.19% and the Nasdaq down 1.4% at Friday's close — with the chip selloff in its second consecutive day, Brent at $85, Iran strikes ongoing, and the FOMC meeting 10 days away — sets up Monday's Asian session as the next pressure test for Bitcoin's 200-week SMA at $62,873. The Crypto Read-Through The US equity close at session lows with the VIX surging 12.19% is the Friday data point most likely to weigh on Bitcoin in Monday's Asian session. Bitcoin's relative resilience throughout the week — holding near $63,000 while TSMC fell to its biggest drop since April 2025, Kioxia lost 16%, Netflix fell 9%, and Alphabet dropped 4.4% — has been one of the week's most constructive Bitcoin signals. Whether that relative resilience extends through a Monday open where US institutions arrive with VIX elevated, AI positions cut, and geopolitical uncertainty from Iran and US-China friction unresolved is the specific question the weekend is unable to answer.

이번 AI 인프라 열풍 속에서 자본은 경제 논리가 아직 검증되지 않은 분야에 역사상 유례없는 규모와 속도로 몰려들고 있는 반면, 시장은 ‘현실’이 아닌 ‘약속’을 기준으로 가격을 책정하고 있다.

인공지능, 기술, AI 에이전트, 실리콘밸리 AI 기업 현장 전문가들이 FDE와 AI 업계에서 현재 가장 주목받는 직무를 상세히 설명합니다. 골든 파이낸스, 오렌지를 어디에 심을지가 매우 중요합니다.

언론 보도에 따르면, 베센트 미국 재무장관은 금융산업규제청(FINRA) 모델을 본떠 업계의 자금 지원을 받고 증권거래위원회(SEC)에 보고하는 독립적인 AI 규제 기관을 신설하는 방안을 마련하는 데 참여했으며, 이 기관을 통해 기술계와 금융계가 안전 기준 수립에 공동으로 참여할 수 있도록 허용할 계획이라고 한다.

결제 업계의 거물인 스트라이프(Stripe)와 사모펀드 회사 어드벤트 인터내셔널(Advent International), 그리고 블록(Block)을 비롯한 몇몇 잠재적 참여자들이 페이팔(PayPal)을 비공개 기업으로 전환하기 위해 인수 제안을 할 계획인 것으로 알려졌다.

인공지능, Anthropic, 드디어 AI를 도입한 기업이 대형 모델 기업들에게 사업을 빼앗겼다는 사실을 깨달았다. 골든 파이낸스, 돈뿐만 아니라 사업까지 노린다.

7월 17일, 한국 증시는 헌법기념일로 인해 하루 휴장했으나, 시장의 긴장감은 가시지 않았고, 삼성전자 및 SK하이닉스 관련 종목들은 여전히 다른 시장에서 매도세를 보였다.

인공지능, 기술, 칩, 블랙 프라이데이: 메모리 업계는 눈물, 광모듈 업계는 절망, 골든 파이낸스, 메모리 업계는 슬퍼하고, 광모듈 업계는 가슴이 찢어진다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 8시》 3123호를 발행하여, 가장 최신의 디지털 화폐 및 블록체인 업계 뉴스를 신속히 전해드립니다.

페이팔에서 스트라이프까지, 인터넷 결제에서 블록체인 결제까지, 법정화폐에서 암호화폐까지, 그 원리는 모두 통하는 것입니다.