tickers.watch

Official account for Stock, FX & commodity perps, tokenized equities, market movers, and listing signals by @icg_io.

[tickers.watch @TickersDotWatch]

AI chips have the intraday bid.

$SOXX is up about 5% near 1:20pm ET.
$ARM and $MU are leading the move while energy lags.

https://t.co/iouxX7Wqi1
https://t.co/VrWlIAS57f

[tickers.watch @TickersDotWatch]

$STRC post-depeg klines:

$100 is still overhead.
Latest price: $85.72.
Post-depeg low: $71.25 on Jun 26.
Even after the 12% July rate reset, the bounce has not held $90.
https://t.co/iouxX7Wqi1

[tickers.watch @TickersDotWatch]

U.S. pre-market: Nasdaq leads, chips bid.

8:15 ET: $QQQ +0.8%, $SPY +0.2%.
Semis are doing the work: $NVDA +0.8%; broader AI and crypto beta are on the card.

Claims, Williams, home sales on deck.

https://t.co/iouxX7Wqi1
https://t.co/VrWlIAS57f

[tickers.watch @TickersDotWatch]

Premarket bounce in semis.

$SMH and $SOXX are up about 2%. Strength is spreading beyond AI leaders into foundry, memory, equipment and analog.

Watch:
$NVDA $AMD $AVGO $TSM $ASML $MU $AMAT $LRCX $KLAC $QCOM $MRVL $ON $ADI $TXN $NXPI $TER $ENTG $COHR $ALAB
https://t.co/tyhsMbwRri

[tickers.watch @TickersDotWatch]

HK close: semis held up. The tape did not.

HSI 24,030.18, -0.70%
HSCEI -1.08%
HSTECH +0.01%

SMIC and Lenovo cushioned the move. Tencent, CCB, AIA, Meituan, BYD and Kuaishou dragged.

Watch $EWH / $KWEB / $FXI

https://t.co/iouxX7Wqi1

[tickers.watch @TickersDotWatch]

China A-shares caught a hard-tech bid after the PBOC kept loose-policy language.

STAR 50 +8.41%, ChiNext +4.49%, Shenzhen +3.07%, CSI 300 +2.54%, Shanghai +1.65%.

Semis, HBM and CPO led. Lithium lagged.

$ASHR $KBA $MCHI

https://t.co/iouxX7Wqi1

[tickers.watch @TickersDotWatch]

Japan led the close; Korea stabilized after Wednesday's flush.

Nikkei 225 +1.38%. KRX: KOSPI +0.62%, KOSDAQ +1.15%.

Chips: Tokyo Electron +5%, SK Hynix +3.6%, Samsung -1.3%.

Watch $EWJ / $DXJ / $EWY

https://t.co/iouxX7Wqi1

[tickers.watch @TickersDotWatch]

$SKHYNIX perp funding is getting expensive.

Binance indicative funding: ~58.1 bps for the next 8h window, ~636% simple annualized. Perp is ~0.38% over index, with funding still broadly positive across venues.

Watch crowded long risk here.

https://t.co/zgY3dGOsu5

[tickers.watch @TickersDotWatch]

Post-close wrap 7/8:

$SPY -0.3% / $QQQ +0.3% / $IWM -0.9%.

Semis/AI and energy held up while banks/materials and crypto beta faded. After close: Levi earnings, Costco sales. Thu watch: Pepsi, oil, yields.

https://t.co/iouxX7Wqi1
https://t.co/VrWlIAS57f

[tickers.watch @TickersDotWatch]

AI chips are the tape's relative strength pocket.

$SOXX +2.3%. $AVGO +6.1% after Apple's $30B U.S. chip commitment, with $NVDA +3.4% green too.

Materials are still the weak side, with the sector ETF near -2.4% while the S&P 500 is near -0.3%.

https://t.co/tyhsMbwRri
https://t.co/muZm1ryFZq

[tickers.watch @TickersDotWatch]

Risk-off premarket.

$SPY -0.7% / $QQQ -1.0% / $IWM -0.9%.

AI tape: $NVDA -1.2%, $AMD -1.8%, $AVGO -0.4%. Crypto beta: $BTC near $62.2k, $COIN near $159, $MSTR -3.3%.

Watch oil/Iran risk and 2pm ET FOMC minutes.

https://t.co/iouxX7Wqi1
https://t.co/VrWlIAS57f

[tickers.watch @TickersDotWatch]

In BTC treasury credit, the preferreds are the tell.

$SATA is still much closer to par than $STRC. That shapes the common equity read: $ASST gets a cleaner funding path if $SATA holds up, while $MSTR needs confidence in $STRC to come back.

[BTC Optioneer @BTCoptioneer]

$ASST mNAV 1.31x is higher than $MSTR mNAV for a reason.

$SATA is more likely to return to par before $STRC.

Therefore, Strive is more likely to achieve a higher BTC yield this year.

[tickers.watch @TickersDotWatch]

Premarket semis are ugly again.

$SMH -3.9%, $SOXX -5.3%.
The selling is broad: $INTC -9.6%, $MRVL -7.4%, $LRCX -7.0%, $AMD -6.5%, $TSM -4.2%.
$NVDA is the exception for now, green while the rest of the chip tape gets hit.

https://t.co/iouxX7Wqi1

[tickers.watch @TickersDotWatch]

HK close: tech carried the rebound.

Hang Seng +3.0%; HSTECH about +5%; HSCEI +4.0%.
Alibaba led, with Tencent, SMIC, Xiaomi and Lenovo also bid.
Watch China/HK beta:
$EWH / $KWEB / $FXI

https://t.co/iouxX7Wqi1

[tickers.watch @TickersDotWatch]

China A-shares closed weaker. STAR 50 stayed green.

SSE Comp 3,970.88 -0.49%
CSI 300 4,755.53 -0.77%
SZSE Comp -1.87%
ChiNext -1.70%
STAR 50 2,016.23 +0.73%
Tourism/software/IT led; batteries and rare earths lagged.
$ASHR / $KBA / $MCHI
https://t.co/iouxX7Wqi1

[tickers.watch @TickersDotWatch]

Japan/Korea semis open red at 09:20 JST/KST.

$8035.T TEL ¥66,650 -4.1%
$6857.T Advantest ¥28,640 -0.9%
$6146.T Disco ¥68,880 -4.2%
$005930.KS Samsung ₩290.5k -1.9%
$000660.KS SK Hynix ₩2.188M -0.6%
$042700.KS Hanmi ₩207.5k -1.4%

[tickers.watch @TickersDotWatch]

Cash close: semis dragged growth lower.

$SPY -0.5% / $QQQ -1.9% / $IWM -0.9%

Samsung and DeepSeek headlines hit chip ETFs. Energy and health care cushioned the tape.

Next: Fed minutes, PepsiCo/Delta earnings, and AI hardware dip-buyers.

https://t.co/tyhsMbwRri
https://t.co/muZm1ryFZq

[tickers.watch @TickersDotWatch]

Chips are the weak tape today.

$SOXX -4.7%, $SMH -3.3% after Samsung's report put fresh pressure on the AI hardware trade.

Energy is holding the other side:
$XLE +1.6% as crude firms on Hormuz shipping risk.

https://t.co/zgY3dGOsu5
https://t.co/7ft5PKwaHh

[tickers.watch @TickersDotWatch]

Binance added $STRC to Binance Stock Trading.

This is Strategy's Variable Rate Perpetual Stretch preferred stock, not a new crypto spot token.

Trading opened July 6 at 13:30 UTC for eligible users.

https://t.co/iouxX7Wqi1