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The U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC) official website issued an update, lifting sanctions related to Iran.
According to the Associated Press, two Gulf officials said that Iran and Oman negotiating representatives have finalized a draft agreement on the Strait of Hormuz, awaiting final approval from Iran's Supreme Leader.
ISM Non-Manufacturing New Orders Index 57.2 in July Vs 55.1 in June
看来AI 已经到了当初top G 的情况，
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SanDisk Earnings Review:
AI Boom Is Real, But the Hard Part Is Valuation！！
Around two-thirds of sequential revenue growth came from pricing, while one-third came from volume growth.
The Grp’s rev for FY26 Q3 increased compared to FY26 Q 2, mainly due to the gradual resumption of mass prodn activities to serve existing custs. During FY26 Q 1 and Q 2, the Group had allocated substantial resources to new product developmentwith both existing and new semiconductor customers, resulting in lower production volume. In Q 3, as development activities moderated, the Group was able to redir
好事？？
- The U.S. economy unexpectedly shed 23,000 jobs in July, while gains in the preceding two months were revised sharply lower, possibly denting wagers that the Federal Reserve will raise interest rates in the coming months.
美股存储芯片板块遭遇强震重挫的底层谜底正式揭晓！伯恩斯坦（Bernstein）发布的最新研报给过热的存储市场泼下一盆冷水：受 PC 与手机端终端需求疲软、客户削减出货计划，以及长期协议（LTA）价格上限的三重挤压，2026 年第三季度 DRAM 和 NAND 合约价格涨幅将显著收窄至约 20%，涨价周期已然接近尾声！
The Nasdaq Composite, S&P 500 and Dow industrials all rose Friday as strength for SpaceX, Palantir, Applied Optoelectronics, Atlassian, Nvidia and other Big Techs combined with an interest-rate-friendly jobs report to send Wall Street higher.
Macro
The three indices rose in part on strength for optical-networking stocks, which rallied on quarterly earnings and revenue beats for Applied Optoelectronics.
The three indices rose in part on strength for optical-networking stocks, which rallied on quarterly earnings and revenue beats for Applied Optoelectronics.
$Applied Optoelectronics (AAOI.US)$ gained 9.2% on the well-received numbers, while fellow optical-networking names $Coherent (COHR.US)$ (up 13.4%), $Lumentum (LITE.US)$ (6.2% better) and $Corning (GLW.US)$ (5.4% firmer) rose in apparent sympathy.
Software stocks – which have struggled recently amid fears that artificial intelligence will steal their businesses – likewise rallied on earnings beats and/or well-received forward guidance from Atlassian and Cloudflare.
$Atlassian (TEAM.US)$ soared 35.3% on the news, while $Cloudflare (NET.US)$ added 5.6% after hitting an intraday record high during the session.
That helped push fellow software stocks higher as well. Winners included $Palantir (PLTR.US)$ (up 10.3%) and $ServiceNow (NOW.US)$
Software firms $Applovin (APP.US)$ (3.3%) and $Datadog (DDOG.US)$ (up 2%) also rebounded from sell-offs they suffered Thursday following their own quarterly earnings and/or guidance, which Wall Street had initially panned.
Meanwhile, Elon Musk's struggling space-and-tech firm $SpaceX (SPCX.US)$ rose 15.8% Friday, rebounding for a second day after finishing Wednesday at $108.27 – its weakest ending since going public in June at $135 a share.