Woofun AI reports that Morgan Stanley’s stock trading revenue reached $6.3 billion in the second quarter of 2026, representing a 69% year-on-year increase and establishing a new quarterly high. ASML reported second-quarter net profit of 2.92 billion euros, exceeding the market expectation of 2.62 billion euros, with AI chip demand cited as the primary growth driver.

U.S. June Producer Price Index data showed a month-on-month decline of 0.3% and a year-on-year increase of 5.5%, both diverging from expectations.

Additionally, Micron’s ADR premium over its Korean listing narrowed to 30.7%, while the semiconductor sector’s weight in the S&P 500 index rose to a historical high of 20%.