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Samsung Electronics is expected to announce its Q2 2026 financial report on July 7. Driven by rising storage chip prices due to strong AI infrastructure demand, the market estimates that Samsung Electronics' Q2 revenue will reach approximately 169.3762 trillion KRW, with operating profit reaching about 85 trillion KRW. Meanwhile, the market is watching Samsung Electronics' HBM4, high-performance SSDs, AI server storage demand in the second half of the year, as well as progress in 2nm advanced process technology and AI chip foundry services.

Ninja Trader Live senior macro strategist Craig Shapiro stated that Federal Reserve Chairman Kevin Walsh is optimistic about economic growth and that the threshold for interest rate cuts is higher than market expectations. If the labor market deteriorates and expectations for rate cuts are postponed, this will be unfavorable for risk assets.

Galaxy Research Director Alex Thorn stated that Strategy's recent introduction of capital management reforms has alleviated market concerns about its liquidity and preferred stock system in the short term, but this move only buys time and does not fundamentally resolve the structural issues. Alex Thorn emphasized that the core issue lies in the lack of dollar liquidity sufficient to cover obligations for preferred stock and capital structure without harming the interests of all parties, resulting in various shareholder interests being squeezed, rather than whether Strategy possesses about 847,000 BTC.