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The U.S. is considering banning the import of Chinese new data center components, leading to a sharp rise in the U.S. stock market's optical communication sector, with AAOI surging over 18%.

SPCX Enters Earnings Report and Lockup Joint Pricing Window, Adding $76 Million Whale Position in Half a Day
On the eve of SpaceX's first earnings report, Musk is so anxious that he is resorting to the classic all-nighter strategy.

Hyperliquid conducted a pre-pricing of the U-Tree's new fund offering, achieving a 4.88x oversubscription. The offline subscription date is August 10th.

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Analysis: The rise of the open-source model will weaken the dominance of the closed-source model, with cloud providers poised to be the biggest beneficiaries of AI infrastructure.

SpaceX's first earnings report after going public will be released, with the market focusing on the performance of its three major businesses: rockets, Starlink, and AI.
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