According to Odaily Planet Daily, the Swiss National Bank's (SNB) holdings of US stocks reached a record high in the second quarter of 2026. According to its 13F filing with the US Securities and Exchange Commission (SEC), as of June 30, the SNB held shares in more than 2,300 US-listed companies with a market value of $191.4 billion, an increase of over 10% from the previous quarter. Data shows that the SNB's allocation to US stocks in its foreign exchange reserves continues to expand. As one of the world's major central banks, the SNB has long managed its massive foreign exchange reserves through investments in overseas stocks, bonds, and other assets, with US stocks being a significant investment focus. This record-breaking holding reflects the SNB's continued high exposure to the US stock market in its global asset allocation. However, the 13F filing only discloses holdings of US-listed stocks and does not include its entire foreign exchange reserve portfolio, nor does it represent recent trading activities by the central bank. The SNB previously attracted market attention for its large holdings of US technology stocks, with its portfolio covering numerous large technology companies. With the continued rise in US stocks, especially those related to artificial intelligence, the value of US assets held by some overseas institutional investors has significantly increased. (Bloomberg)

Odaily Planet Daily reports that Iranian Foreign Minister Araqchi stated that no one believed Iran could withstand the United States, and that Iran has not bowed down to pressure from the US, Israel, and other Western countries. Furthermore, Iran's resistance shattered the US's initial illusion of an "unconditional surrender" from Iran; just 20 days into the war, the US began pleading for negotiations. (CCTV International News)

Odaily Planet Daily reports that TON Strategy, a Nasdaq-listed digital asset reserve company within the TON ecosystem, released its Q2 2026 financial report. As of June 30, the company held approximately 230.5 million Gram tokens, of which approximately 229.9 million were pledged, representing about 4.4% of the total Gram supply and about 35% of the total pledged Gram on the network. The report shows that the company's digital asset fair value in Q2 was approximately $369.5 million, higher than $272 million at the end of March; approximately 9.4 million Gram tokens were awarded through Gram staking, resulting in approximately $15 million in staking revenue, a significant increase from 2.2 million Gram in Q1. Financially, Q2 revenue was $15 million, compared to $3 million in Q1; gross profit was $14.3 million, with a gross margin of 95%; operating profit from continuing operations was approximately $500,000, compared to an operating loss of $3.7 million in Q1. (Globenewswire)

Odaily Planet Daily reports the following key market and financial news for US stock market investors to watch before the market opens: 1. US stock index futures rose briefly. Dow Jones futures rose 0.06%, S&P 500 futures rose 0.16%, and Nasdaq 100 futures rose 0.34%. 2. International oil prices saw their gains narrow rapidly. WTI crude oil futures rose 0.24% to $82.324 per barrel; Brent crude oil futures rose 0.09% to $87.800 per barrel. Pakistan commented on US-Iran relations, stating that "the situation is developing in a peaceful direction." 3. International spot gold and silver prices fell during the day. Spot gold fell 0.02% to $4389.53 per ounce; spot silver fell 1.31% to $64.86 per ounce. 4. European stock indices rose slightly. The UK FTSE 100 rose 0.10%, the French CAC 40 rose 0.02%, and the German DAX 30 rose 0.18%. 5. Anthropic reached a $9.1 billion, 20-year hashrate purchase agreement with Bitcoin mining company Riot Platforms. Riot will provide 191 megawatts of hashrate to its Texas campus. 6. Google announced it will expand its global network infrastructure in the Americas, deploying three new submarine fiber optic cable systems in Alsios, Canoa, and Olaluz. 7. Renowned technology journalist Mark Gurman wrote that Apple has not changed its product roadmap and still plans to launch an all-glass flagship model next year to commemorate the 20th anniversary of the iPhone. 8. Intel increased its IPO to $20 billion, priced at $95 per share, and reportedly received more than five times the subscription amount. 9. Wall Street analysts generally believe that the price increase of AI-driven memory chips may slow down in the near future, but the supply shortage will continue in the short term. 10. IBM will deploy an NVIDIA HGX B300 cluster on IBM Cloud for Together AI inference, expected to go live in the first quarter of 2027.

According to Odaily Planet Daily, the global memory chip sector has recently experienced a significant correction after a sharp rise. Although demand from artificial intelligence (AI) remains strong and memory manufacturers are planning to expand production (indicating high industry prosperity), the market is beginning to question how long this explosive boom in the memory industry can be sustained. Several Wall Street investment banks have recently released their views on the outlook for the memory chip industry. In summary, analysts believe that the price increase momentum of AI-driven memory chips may slow down, but the supply shortage will continue in the short term. While data center spending continues to drive demand for high-end memory chips, analysts warn that the sharp price increases that have previously driven record profits for memory manufacturers in the past few quarters may not be sustainable, indicating that the industry cycle is entering its later stages. A report released by Morgan Stanley last week warned that as price increases narrow and manufacturers' inventories gradually accumulate, the memory chip cycle will enter its later stages in the fourth quarter.