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Robinhood Announces 2026 Q2 Earnings, Revenue Hits Record High of $1.31 Billion

据 Robinhood 官方公告,公司 2026 年第二季度总净营收同比增长 32%至 13.1 亿美元,创历史新高;净利润同比增长 48%至 5.73 亿美元,稀释每股收益 0.62 美元。 核心业务方面,交易收入同比增长 44%至 7.76 亿美元,其中预测市场事件合约收入暴增逾 10 倍至 1.56 亿美元,股票交易收入增长 95%至 1.29 亿美元,期权收入增长 29%至 3.42 亿美元;加密货币收入则同比下滑 38%至 1 亿美元。用户数据方面,净存款创纪录达 217 亿美元,Gold 订阅用户同比增长 39%至 480 万人,平台总资产增长 32%至 3690 亿美元,人均年化收入(ARPU)增长 24%至 187 美元。 业务扩张方面,公司旗下已有 13 条业务线年化收入突破 1 亿美元,Trump 账户自 7月 4 日上线以来已吸引逾 700 万账户注册,存款近 15 亿美元;Robinhood Chain 公共主网正式上线,新增 120 余国股票代币交易,并完成对加拿大 WonderFi 的收购,国际付费用户突破 100 万。

Moonshot AI Responds to Allegations of Distilling Fable for K3: Only 15 Days Between Releases

Moonshot AI employee Randy responded on X platform to White House Office of Science and Technology Policy Director Michael Kratsios’ remarks regarding Moonshot AI using Anthropic’s Fable to distill and develop the K3 model. He stated that Fable made its public debut on July 1, while K3 was launched on July 15. The team trained a brand-new frontier model in just 15 days, a feat worthy of a Guinness World Record.

Nomura Securities: May Package Substrate Shipments Up 36% YoY to Hit Record High, Rubin Mass Production and HBM4 Technology Roadmap Become Focus

According to TechFlow Research, on July 14, 2026, Nomura Securities released a research report citing data from Japan's Ministry of Economy, Trade and Industry. Japan's packaging substrate shipment value in May reached 27.8 billion yen, a year-on-year increase of 36%, hitting a record high; shipment area increased by 10%, and the average price rose 23% to 1.356 million yen per square meter. The report pointed out that NVIDIA Rubin packaging demand will ramp up this summer (at latest by August), but the variable worth paying more attention to is that Rubin Ultra may shift from a four-die structure to a dual-module structure, as well as the large interposer integration challenges brought by HBM4 wiring upgrades. Intel released EMIB-T technology at ECTC, expected to complete mass production readiness in 2026, capable of integrating up to 12 HBM4 units under an interposer-less solution, with power supply voltage drop improved by 68-80% compared to EMIB; TSMC maintains its lead relying on 3DFabric Alliance and advantages in power delivery and heat dissipation. Nomura Securities believes that the core battlefield of the next-generation packaging competition lies in power delivery, heat dissipation, CPO, and 3D hybrid bonding, and excess returns in the packaging substrate industry will come from the ability to bind to customer technology roadmaps.

Hong Kong SFC Releases Asset and Wealth Management Activity Survey: Total AUM Reached US$5.4 Trillion Last Year, Setting New Record High

The Securities and Futures Commission of Hong Kong released the "2025 Asset and Wealth Management Activity Survey", which shows: 1. Hong Kong's total assets under management in 2025 increased by 20% year-on-year to a historical high of 42.2 trillion HKD (5.4 trillion USD), with part of the growth momentum coming from net fund inflows, which surged 193% year-on-year to 2.1 trillion HKD (265 billion USD), marking the third consecutive year of increase; 2. Assets under management for asset management and fund advisory businesses increased by 19% year-on-year to 31 trillion HKD (4 trillion USD); 3. Assets under management for private banking and private wealth management businesses increased significantly by 24% year-on-year to 12.9 trillion HKD (1.7 trillion USD); 4. Net asset value of authorized funds increased by 38% to 2.3 trillion HKD (292 billion USD); 5. Net fund inflows in the asset management and fund advisory business segment surged 330% to 1.38 trillion HKD (177.3 billion USD); 6. The number of institutions licensed to conduct asset management (Type 9 regulated activity) increased by 7% year-on-year to 2,358.

2026 Q1 Global Semiconductor Equipment Sales Hit Record High for a Single Quarter

According to the global semiconductor equipment market report released by SEMI, sales of global semiconductor manufacturing equipment reached $36.55 billion in the first quarter of 2026, up 14% year-on-year and 1% quarter-on-quarter, setting a new all-time high for a single quarter. The world's top three semiconductor equipment markets in the first quarter were Mainland China at $10.99 billion, South Korea at $8.93 billion, and Taiwan at $8.77 billion, with these three markets together accounting for over 70% of global equipment spending.

Bitget CFD Daily Trading Volume Surpasses $10 Billion, Setting New Record

As user demand for trading foreign exchange, gold, indices, and other assets continues to rise, Bitget’s CFD segment has achieved a single-day trading volume exceeding $1 billion, representing a 25% increase since early May. Previously, Bitget announced the launch of its zero-fee CFD mode. Under this mode, users are exempt from trading commissions when trading CFD products and are charged via standard spreads. Users may also freely switch between ECN and zero-fee modes based on their trading preferences. The ECN mode features low spreads plus trading commissions, making it suitable for short-term and high-frequency traders; whereas the zero-fee mode is better suited for medium- to long-term position holders and low-frequency traders.

Hyperliquid HIP-4 Event Contract Achieves $6.05 Million in Trading Volume on First Day, Setting a New Launch Record

According to FinanceFeeds, Hyperliquid’s HIP-4 event contract achieved a notional trading volume of 6.05 million contracts on its first day—equivalent to over $6 million—setting a new record for opening-day trading volume in this product category. HIP-4 is Hyperliquid’s native event contract standard, enabling the creation of fully collateralized event market contracts based on specific outcomes. Data shows that the product’s first-day trading volume accounted for approximately 0.7% of the total trading volume across related prediction markets.